Joseph Marsden is a financial advisor at Trust Advisory Group Ltd with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including StoneX Securities Inc and Solares Hill Advisors. In addition to his advisory role, he is an attorney at Marsden Law P.C. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a multi-manager investment approach and uses third-party platforms to support a team of approximately 30 advisors managing nearly $494 million in discretionary assets.

Joseph Charles is a financial advisor at APEX Investment Group with one year of industry experience. He has been the owner of Rock City Pizza, a restaurant in Boston, since 2013. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm manages customized, long-term portfolios primarily using diversified mutual funds and ETFs, and provides discretionary investment management, financial planning, and retirement-plan advisory services.

James Laite is a financial advisor at Cadence Wealth Management LLC with 14 years of industry experience. He holds the Series 66 designation and has been associated with both Cadence Wealth Management and Purshe Kaplan Sterling Investments since 2010. Outside of his advisory role, he serves as a commissioner on the Town of Lancaster’s Board of Public Works and assists with ski equipment sales and maintenance at Wachusett Mountain Ski Area during the winter season. Cadence Wealth Management is a team-based advisory firm serving individuals, high-net-worth families, trusts, and estates. The firm employs a long-term core asset-allocation strategy combined with tactically managed overlays using technical analysis and rule-based modeling, constructing portfolios from a range of investment vehicles including ETFs, mutual funds, individual securities, and option strategies.

William Peng is a Series 66–licensed financial advisor with Capital Markets IQ, LLC, based in Sudbury, MA, and has 14 years of industry experience. His career background includes roles at Millennial Pharmaceutical and SA Stone Wealth Management, and he serves as an adjunct professor teaching finance at Suffolk University. Beyond his advisory work, he owns and manages AVIVANT, LLC, a business consulting firm, and is president of AVIVANT (Nanjing) Information Technologies Co. Ltd, involved in educational consulting and consumer product business development. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including high-net-worth individuals and pension/profit-sharing plans. The firm offers portfolio management, financial planning, and business consulting across a range of asset classes, employing a multi-branch model with centralized supervision and coordinating with external professionals for comprehensive client advice.

William Bonk is a financial advisor with IBN Financial Services, Inc. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining IBN in 2024, he worked at Trust Advisory Group Ltd and AGES Financial Services, Ltd, and spent 17 years with The Leaders Group, Inc. Outside of advisory roles, he owns Bill Bonk Insurance Marketing, an independent insurance wholesaler. IBN Financial Services, Inc. serves a broad client base, including individuals, pension plans, trusts, and charities, managing approximately $87.65 million in assets. The firm uses a combination of fundamental, technical, and cyclical analysis to implement portfolio strategies through proprietary and third-party managers.

Steven Deboth is a CFP® professional with 24 years of experience in the financial advisory industry. He has been with Cadence Wealth Management LLC since 2011 and is also associated with Purshe Kaplan Sterling Investments. Cadence Wealth Management is a team-based advisory firm serving individuals, high-net-worth families, trusts, and estates, employing a long-term core asset allocation approach combined with tactical overlays using technical analysis and proprietary rule-based modeling. The firm manages a diverse range of portfolios and provides goal-based financial planning and rollover advice.

Nicholas Cosentino is a CFP® with 36 years of industry experience, currently serving at Financial Foundations, Inc. since 1999. He also has a long tenure with Commonwealth Equity Services, Inc. dating back to 1991. Outside of his advisory roles, he acts as a trustee for an irrevocable life insurance trust. Financial Foundations provides standalone, fee-for-service financial planning to retail clients, focusing on detailed written plans covering budgeting, tax strategies, retirement, education, estate matters, and investment analysis. The firm does not manage client assets or offer discretionary services, instead coordinating with outside professionals and offering in-house tax preparation through an affiliated enrolled agent.

Jennifer Simes is a Certified Financial Planner® (CFP®) with 22 years of industry experience. She has been with Carl P. Sherr & Co., LLC since 2007, where she is part of a three-advisor team in Worcester, MA. Carl P. Sherr & Co. provides investment management and comprehensive financial planning to individuals, including high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation, mutual fund and ETF analysis, and long-term holdings, managing most assets on a discretionary basis with a team approach and centralized oversight.

Christopher Borden is a financial advisor at Canby Financial Advisors in Framingham, MA, holding Series 63 and Series 66 credentials with 39 years of industry experience. He has worked at Commonwealth Financial Network and Canby Financial Advisors for over 26 years. Canby Financial Advisors is an SEC-registered investment adviser managing approximately $729 million in client assets through a five-advisor team. The firm serves retirement plans, corporations, trusts, estates, private foundations, charitable organizations, and individual accounts using a personalized financial planning approach and a generally long-term investment strategy.

Michael Flaherty is a CFP®-credentialed advisor with 28 years of industry experience. He has been with Canby Financial Advisors since 2008 and holds Series 63 and Series 66 licenses. His other business activities include providing fixed insurance services at the firm during securities trading hours. Canby Financial Advisors is an SEC-registered investment adviser managing approximately $729 million in client assets through a five-advisor team. The firm serves a mix of retirement plans, corporations, trusts, estates, private foundations, charitable organizations, and individual accounts, employing a customized, long-term investment approach using mutual funds, ETFs, and other securities.

Eric Jansen is a financial advisor at Finivi Inc. with 38 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Finivi in 2018, he worked at Signator Investors, Inc. for over 30 years. Outside of his advisory role, Jansen is involved in several insurance brokerage businesses where he serves as president, CEO, and owner. Finivi Inc. manages approximately $258 million in client assets, serving individuals, retirement accounts, trusts, estates, charitable organizations, and business entities. The firm employs an active, core-satellite investment approach combined with individualized investment policies and offers a range of financial planning and consulting services including career transitioning and divorce financial analysis.

Leah Michalowski is a financial advisor at Carr Financial Group in Worcester, MA, holding a Series 65 credential with one year of industry experience. Her prior work includes roles at Leominster Credit Union, Stonehill College, and other local organizations. Outside of advising, she coaches volleyball for CMASS Junior Volleyball. Carr Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation using diversified mutual funds and ETFs, managing approximately $744 million in discretionary assets across a small team of advisors.

Anthony Veloso is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Financial Foundations, Inc. and has previously worked at Commonwealth Financial Network, Cetera Advisor Networks LLC, and Sbia. Veloso also engages in fixed insurance sales as a secondary business activity. Financial Foundations provides standalone, fee-for-service financial planning focused on retail clients, delivering detailed written plans covering budgeting, tax strategies, retirement, education, estate matters, and investment analysis. The firm emphasizes a planning-only model without managing or custody of client assets and offers in-house tax preparation services through an affiliated enrolled agent.

John Malone III is an advisor at APEX Investment Group with one year of industry experience. Prior to joining APEX, he worked at Anomaly CPA and Tetzel Law LLC. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm offers discretionary investment management and comprehensive financial planning with a focus on customized, long-term portfolios primarily composed of diversified mutual funds and ETFs.

Adam Waitkevich is a financial advisor at Concord Wealth Partners with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Concord Wealth Partners since 2021. He is also the principal owner of Divorce Financial Solutions, LLC, which provides forecasting reports and information related to the division of marital assets, alimony, and childcare for divorcing couples. Additionally, Waitkevich serves as a board member and volunteer for Kevin Youkilis Hits for Kids. Concord Wealth Partners is a team-based registered investment adviser managing approximately $1.07 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, emphasizing tailored allocations, asset allocation, and cash management.

Adam Strauss is a CFA® charterholder with 19 years of experience in the financial industry. He is currently with Pekin Hardy Strauss, Inc., where he has worked since 2004. Strauss serves as president of the board of directors for Frontier Natural Brands, Inc., a role he has held since 1996. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension plans, registered investment companies, charitable organizations, and corporations. The firm employs a fundamental analysis approach combined with asset allocation and consideration of ESG factors, using a variety of instruments and strategies to tailor portfolios according to client objectives and risk tolerances.

Christina Mitkonis is a CFP® and holds a Series 66 license, with 13 years of industry experience. She is affiliated with Financial Foundations, Inc. and Commonwealth Financial Network, and she has been involved with Bentley University McCallum Graduate School of Business. Outside of finance, she is connected to Jumbo Donuts, a business operating since 2001. Financial Foundations provides standalone, fee-for-service financial planning focused on written plans addressing budgeting, tax strategies, retirement, education, estate matters, investment analysis, and corporate benefits. The firm does not manage client assets and offers in-house tax preparation through an affiliated enrolled agent.

Russell Almstrom is a financial advisor at AAF Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Clinton Savings Bank. Outside of his advisory role, he is involved in managing a rental property in Kissimmee, Florida. AAF Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, trusts, retirement plans, non-profits, and business entities. The firm employs a manager-selection process combining quantitative and qualitative analysis and offers discretionary asset management across a range of investment types.

Emily Levine is a financial advisor at AAF Wealth Management, LLC with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at AAF Wealth Management since 2019, including her current role starting in 2024, as well as prior experience at Financial Foundations. AAF Wealth Management serves individual and high-net-worth clients, trusts, pension plans, non-profits, and institutions through asset management, financial planning, and pension consulting. The firm emphasizes asset allocation and uses a rules-based fund manager selection process with both quantitative and qualitative analysis, offering portfolios that include stocks, bonds, ETFs, options, and private equity, along with tax-aware investment considerations.

Gary Sherr is a financial advisor with Carl P. Sherr & Co., LLC in Worcester, MA, holding Series 63 and Series 66 credentials and possessing 40 years of industry experience. He has been with Carl P. Sherr and Company since 1986. Carl P. Sherr & Co. provides investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm develops individualized investment policies focusing on asset allocation and long-term holdings, employs a team approach with centralized oversight, and uses platforms such as eMoney and Fidelity Institutional Wealth Services to support its services.