Jasmine Gautam is a financial advisor at Launch Financial Planning with five years of industry experience. She holds a Series 65 designation and has worked at Launch Financial Planning since 2020, following eight years at New England Financial Planning Group. Launch Financial Planning is a small firm managing approximately $49.8 million in client assets, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates. The firm provides investment management, financial planning, and pension consulting services, combining fundamental research with technical and cyclical analysis to support both long-term and short-term investment strategies.

Owen Hyland is a financial advisor at Family Partners Capital, LLC with one year of industry experience. Prior to joining Family Partners Capital, he worked at Empaxis Data Management and Portolan Capital. He has also been involved with Faraday West Indies Rum, a business that is currently winding down operations. Family Partners Capital provides discretionary portfolio management primarily to high-net-worth individuals, endowments, and foundations. The firm employs a concentrated equity approach combined with active use of options and trading strategies, conducting monthly portfolio reviews under discretionary authority.

Samuel Cohen is a CFP® and CFA® with four years of industry experience. He is currently an advisor at Park State Asset Management LLC and has previously worked at firms including Securities America Advisors, Alpha IR Group, Santander Securities, BlackRock Investments, and Raymond James Financial. Park State Asset Management LLC provides discretionary and non-discretionary investment management and consulting services to individuals, charitable organizations, profit-sharing plans, trusts, and other entities. The firm’s investment approach emphasizes fundamental, business-oriented analysis and long-term ownership, typically focusing Global Equity portfolios on 15–20 high-quality companies with strategies tailored to client time horizons, liquidity needs, and risk tolerance.

Jonathan Hahn is a financial advisor at NorthStar Capital Inc with one year of industry experience. He holds a Series 65 designation and has prior work experience including service in the United States Army and roles at automotive companies BMW and Toyota. NorthStar Capital serves wealthy individuals, families, and selected institutional accounts with discretionary management of long-only portfolios focused on long-term growth equity. The firm emphasizes fundamental research and regularly reviews client accounts, managing approximately $104.1 million in discretionary assets.

Brian Woodland is a financial advisor with Essex Private Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Essex Private Wealth Management since 2009 and is also involved in several business ventures, including his role as president of Huntwicke Capital Group, which oversees various enterprises such as Ipswich Brewery Partners and Skillz Check Soccer, a youth soccer training organization. Essex Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, managing approximately $330.5 million across about 216 clients. The firm offers discretionary and non-discretionary investment management along with comprehensive wealth planning, using a mix of mutual funds and ETFs with a long-term investment approach supplemented by both fundamental and technical analysis.

George Kimball is a CFA® charterholder with 13 years of industry experience. He has been with Needham Advisory Corporation since 2018 and previously worked at Harbor Point Capital Management, LLC from 2015 to 2018. Needham Advisory Corporation is a fee-only investment adviser serving individuals, trusts, retirement plans, endowments, corporations, and non-profits. The firm combines fundamental and technical analysis with proprietary relative-value models to construct risk-managed portfolios and offers both managed accounts and standalone planning or consultation services.

Douglas Wisentaner is a financial advisor at MariPau Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Apex Wealth, Euclid Financial Services, and Strategies For Wealth Management. In addition to his advisory role, he is also an insurance agent specializing in life insurance and fixed annuities. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and business entities. The firm operates as a fiduciary, managing discretionary portfolios that include mutual funds, ETFs, individual securities, and model strategies, while offering financial planning, consulting, and educational seminars.

Jonathan Dunlea is a financial advisor at United Advisors America with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise, Fidelity Investments, and Penn Mutual Life Insurance. Outside of his advisory role, he is involved with VisaNotary, an additional business activity. United Advisors America serves individual investors, particularly those near retirement, as well as pension and profit-sharing plans. The firm employs an investment approach based on Modern Portfolio Theory, utilizing model portfolios, tailored asset allocation, and quarterly reviews to manage accounts.

Rachel Decarolis is a CFP® and Series 65-registered advisor with 11 years of industry experience. She has worked at Northstar Financial Planning, LLC since 2020 and previously at Northstar Financial Planning, Inc. and Perennial Advisors Group, LLC. Northstar Financial Planning advises individual clients, including high-net-worth households, and provides consulting services to employer-sponsored retirement plans. The firm employs a strategic asset-allocation approach combining passive ETFs with selected active managers and integrates technology such as Betterment Advisor Solutions to support automated portfolio management and reporting.

Jane Johnson is the sole advisor at Business Transition Academy, Inc. in Gloucester, MA, holding a Series 65 credential with six years of industry experience. She has worked at Alliance Private Wealth, LLC since 2022 and was previously with Commonwealth Financial Network from 2019 to 2025. In addition to her advisory roles, Johnson serves as CEO and Chief Compliance Officer of Business Transition Academy, where she provides exit planning services and facilitates insurance implementations through her licensed insurance practice. Business Transition Academy acts as a solicitor connecting individuals and high-net-worth clients with third-party registered investment advisers, focusing on referral services rather than managing client assets or portfolios. The firm also offers exit planning analyses for business owners and does not charge percentage-of-assets-under-management fees, instead receiving compensation through disclosed solicitor arrangements.

Robin Young is a CFP® professional with 22 years of experience in financial advising. He has been with Northstar Financial Planning since 2003, working first at Northstar Financial Planning, Inc. and then at Northstar Financial Planning, LLC since 2020. Northstar Financial Planning serves individual clients, including high-net-worth households, and provides advisory and consulting services to employer-sponsored retirement plans. The firm employs a strategic asset-allocation, core-and-satellite approach that combines passive ETFs with selected active managers, and integrates third-party technology such as Betterment Advisor Solutions to support automated rebalancing and tax-loss harvesting.

Kathleen Cefalu is a financial advisor at Downtown Wealth Studios, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill from 2019 to 2023. Downtown Wealth Studios provides customized wealth management and financial planning to individuals, high-net-worth clients, families, trusts, estates, businesses, and endowments. The firm typically manages accounts on a non-discretionary basis, combining fundamental and technical analysis to construct portfolios of equities, ETFs, mutual funds, and bonds.

Holly Cloutier is a financial advisor at Alliance Private Wealth, LLC with six years at the firm and a total of four years in the industry. Her prior experience includes roles at Commonwealth Financial Network and Private Jet Services. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and businesses, providing discretionary investment management, financial planning, and exit-planning services. The firm employs a primarily long-term, discretionary investment approach using diversified mutual funds, ETFs, individual equities, and bonds, supported by both fundamental and technical analysis.

George Ambrose is a financial advisor with MariPau Wealth Management LLC in Danvers, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining MariPau Wealth Management, he worked with Apex Wealth - Paramount Financial Solutions and Partners Career Solutions. Outside of his advisory role, he owns Apex Wealth LLC, where he conducts insurance sales, and provides consulting services to GLP Financial focused on marketing and recruiting. MariPau Wealth Management offers tailored investment advisory, portfolio management, financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm employs a network of Advisory Affiliates and third-party managers, utilizes multiple platforms for asset management, and maintains a policy requiring custody of client assets at Fidelity.

Christopher Gauthier is a CFA® charterholder with 13 years of industry experience. He has been with Stonehearth Capital Management since 2014. Stonehearth Capital Management serves individuals, families, trusts, estates, and business entities with discretionary investment management, financial planning, and consulting. The firm manages approximately $386.7 million in assets and employs a team-based approach using four core investment strategies, including a CarbonLITE option and proprietary screening tools.

Paul Pignone is a financial advisor with Beck Bode LLC in Dedham, MA, holding the CFP®, ChFC®, and Series 63 designations and bringing 25 years of industry experience. He has worked with Beck Bode Wealth Management since 2018 and Boston Retirement Advisors since 1996. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies, including dividend-paying equities in the utilities sector, to tailor investment decisions according to client goals and risk tolerance.

Kelly Birchmore is a financial advisor at Cabot Wealth Management with one year of industry experience. She holds a Series 65 designation and previously worked for Align Credit Union for six years. Birchmore is based in Beverly, MA. Cabot Wealth Management provides portfolio and wealth management services to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes investment allocations using a mix of individual stocks, bonds, mutual funds, and ETFs, employing both fundamental and technical analysis supported by ongoing monitoring and rebalancing.

Julie Fortin is a CFP® professional with 10 years of industry experience. She has been with Northstar Financial Planning since 2016, initially at Northstar Financial Planning, Inc., and continuing at Northstar Financial Planning, LLC since 2020. Northstar Financial Planning serves individual clients, including high-net-worth households, and provides advisory and consulting services to employer-sponsored retirement plans. The firm uses a strategic asset-allocation approach combining passive ETFs with selected active managers, and integrates third-party technology such as Betterment Advisor Solutions to support automated rebalancing, tax-loss harvesting, and consolidated reporting.

James Mccall is a CFA® charterholder with 21 years of industry experience. He has been with Ipswich Investment Management Company, Inc. since 2012. Ipswich Investment Management Co., Inc. provides discretionary portfolio management and investment advisory services to individuals, families, trusts, endowments, and institutional clients. The firm emphasizes a long-term, low-turnover investment approach focused on equities managed by competent leadership and highly rated fixed income for diversification, with asset allocation tailored to client objectives and risk tolerance.

Janell Phillips is a CFA® charterholder with 10 years of industry experience. She has worked at Ipswich Investment Management Company, Inc since 2017 and previously spent 11 years at Boston Financial Management Inc. Ipswich Investment Management provides discretionary portfolio management and investment advisory services to individuals, families, trusts, endowments, pension, and corporate accounts. The firm employs a long-term, low-turnover investment approach focused on equities managed at attractive risk-adjusted valuations and highly rated fixed income for diversification, with decisions overseen by an internal Investment Committee.