Kenneth Doerr is a financial advisor at Auour Investments LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Keystone Capital Corporation and Auour Advisory LLC since 2014. Auour Investments provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, family offices, trusts, estates, and charitable organizations. The firm uses proprietary asset-allocation models and a multi-factor quantitative framework to guide its investment strategies, combining direct management with broad third-party distribution through sub-advisory and signal service arrangements.

Kaitlyn O'Neill is a financial advisor with Massachusetts Wealth Management, LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. She previously worked at Barclays Capital Inc and also has experience at the College of the Holy Cross. Massachusetts Wealth Management provides discretionary investment management to individuals, trusts, retirement plans, endowments, and charitable organizations. The firm employs a tactical asset allocation approach with a long-term orientation and constructs customized portfolios typically combining equities, fixed income, and ETFs.

Kaitlyn Carlson is a CFP® with 12 years of industry experience and currently works at Theory Planning Partners. Her prior experience includes roles at Civitas, Minot Wealth Management, and UBS Financial Services. Theory Planning Partners serves small- to mid-size business owners and their executives, as well as individual clients, trusts, and estates. The firm combines executive financial planning and corporate consulting with investment portfolio management, emphasizing long-term, diversified portfolios and coordination with clients’ other professional advisors.

Paul Fortin is a financial advisor with Harbor Island Capital LLC in Topsfield, MA, holding 27 years of industry experience. He has been with Harbor Island Capital since 1999. Harbor Island Capital provides discretionary, personalized portfolio management to high-net-worth individuals, associated trusts, and other legal entities, focusing on direct equity investments along with mutual funds or ETFs. The firm employs a fundamental, value-oriented stock-selection process with concentrated portfolios and emphasizes hands-on oversight for a small client base.

Joseph Fahmy is a financial advisor at Zor Capital, LLC in Belmont, MA, holding a Series 65 designation with four years of industry experience. He has been with Zor Capital since 2012. Outside of his advisory role, Fahmy operates a subscription-based educational service through his website, providing financial education content. Zor Capital serves individual and high-net-worth clients by offering discretionary portfolio management and customized investment programs. The firm combines fundamental and technical analysis, managing portfolios with a mix of long-term and short-term strategies across various instruments, including stocks, bonds, ETFs, and cryptocurrency-linked ETFs.

Matthew Carpenter is a financial advisor with CFS Financial, LLC in Salem, MA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at CFS Financial since 2021 and is also associated with Truth Capital, LLC and College Funding Services. He owns a consulting firm that assists families with college admission and financial aid processes without receiving commissions. CFS Financial provides ongoing portfolio management primarily to individual and high-net-worth clients, focusing on investment policy development, portfolio monitoring, and asset allocation using modern portfolio theory and a long-term trading horizon. The firm operates with a small client base and manages portfolios on a nondiscretionary basis.

Christopher McDonald is a financial advisor with US Advisory Group in Beverly, MA, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at LPL Financial, LLC since 2022 and previously spent six years at Private Client Services LLC. US Advisory Group provides investment advisory services to individual and high-net-worth clients, including discretionary portfolio management, financial planning, and family office/wealth planning. The firm manages approximately $65.8 million across about 105 client relationships, using model portfolios primarily composed of exchange-traded funds and mutual funds.

S. Mittelman is a CFP® and CFA® with four years of industry experience, currently serving as the sole advisor at Mittelman Wealth Management since 2021. Prior to founding the firm, Mittelman worked for six years at Fiduciary Trust Company. Mittelman Wealth Management offers discretionary investment management and comprehensive wealth-planning services to individuals, high-net-worth clients, endowments, foundations, and other entities. The firm employs a variety of investment strategies including fundamental and cyclical analysis and modern portfolio theory, while also providing specialized nonprofit and philanthropic advisory services.

Frederick Mcdonald is a financial advisor with US Advisory Group, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at LPL Financial, LLC since 2022 and previously spent six years with Private Client Services. Mcdonald is president of US Advisory Group, an independent registered investment advisor he has been involved with since 2013. US Advisory Group serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, consulting, and family office services. The firm manages approximately $61 million across about 100 client accounts and uses a combination of mutual funds, ETFs, model portfolios, and third-party sub-advisers within a framework that incorporates fundamental, technical, and cyclical analysis along with modern portfolio theory.

Marcel Quiroga is a financial advisor at TQM Wealth Partners with 20 years of industry experience. He holds a Series 66 designation and has been with TQM Wealth Partners since 2016. Outside of his advisory role, he serves on the Board of Trustees Overseer at Salem State University and is president and founder of The Legacy Dialogues, a nonprofit providing educational programs on philanthropy. TQM Wealth Partners is a supported registered investment adviser managing approximately $124 million for about 65 clients, including individuals, small businesses, foundations, and charitable organizations. The firm employs a globally diversified, long-term investment approach that integrates fundamental, technical, and cyclical analysis, offering both financial planning and investment management services.

Laura Mok is a financial advisor at Park State Asset Management LLC with two years of industry experience. She holds the CFP® designation and Series 63 license. Prior to joining Park State, she worked at Alapocas Investment Partners, Inc. for seven years and East Coast Asset Management for eight years. Mok serves as Chief Compliance Officer and Head of Operations at Alapocas Investment Partners, where she is also involved in trading. Park State Asset Management provides discretionary and non-discretionary investment management and consulting services to individuals, charitable organizations, profit-sharing plans, trusts, and other entities. The firm focuses on fundamental, business-oriented analysis with a long-term ownership approach, typically concentrating Global Equity portfolios into 15–20 high-quality companies, and offers Conservative and Balanced strategies tailored to client needs.

Wayne Pastel is a financial advisor at Single Track Financial, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Duval Klasnick And Pastel LLC since 2009, Single Track Financial since 2005, and Purshe Kaplan Sterling Investments since 2003. In addition to his advisory work, he is a practicing attorney and licensed insurance agent. Single Track Financial provides portfolio management, investment advisory, tax compliance, and wealth planning services to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $34 million across a small client base, tailoring portfolios using fundamental, technical, and cyclical analysis combined with in-house and third-party research.

Robert Kuftinec is a financial advisor at Auour Investments LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Keystone Capital Corporation and Auour Advisory since 2014. He is also a partner at Auour Advisory LLC, where he provides strategic consulting services to private and public corporations. Auour Investments offers portfolio management services to individuals, high-net-worth clients, trusts, estates, family offices, and charitable organizations. The firm uses proprietary asset-allocation models and a quantitative approach, including its Auour Regime Model, to guide investment decisions with a preference for ETF-based allocations.

Lyn Parker is a CFP® professional with 13 years of experience in the financial services industry. She is affiliated with Whitman Financial Services, LLC and has also worked with LPL Financial since 2013. Parker serves as a board member and recording secretary of the Newburyport Society for the Relief of Aged Women and maintains a general law practice through her own law office. Whitman Financial Services provides financial planning and consulting to individuals, focusing on trusts, estates, retirement plans, and certain high-net-worth clients. The firm emphasizes fundamental analysis and a long-term investment approach using mutual funds and ETFs, with services billed on an hourly or fixed-fee basis rather than percentage-of-assets fees.

Renato Mastrogiovanni is a financial advisor with Healthview Asset Management, Inc. He has 11 years of industry experience and serves as president of Healthview Services, Inc., a firm specializing in healthcare cost projections for the financial services industry. He is also a board member of the Retirement Income Industry Association. Healthview Asset Management provides fee-based investment management primarily to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and institutions. The firm offers customized portfolio construction using both fundamental and technical analysis, with specialized programs focused on retirement and healthcare expenses.

Ryan Briggs is a Series 65-licensed financial advisor with Paramount Financial in Danvers, MA. He has been with Paramount Financial since 2021 and also has experience at BB LLC and DWB Tax and Insurance Services. Outside of financial advising, he was involved with Pushcart Cafe for five years. Paramount Financial serves individual and high-net-worth clients through discretionary asset management and financial planning. The firm’s investment approach combines strategic and tactical asset allocation with periodic rebalancing and fundamental analysis to align portfolios with client goals and risk tolerance.

Ellen Ginsberg is a financial advisor at Harbor Asset Planning, Inc. in Belmont, MA, with 18 years of industry experience. She holds a Series 66 designation and has been with Harbor Asset Planning since 2007. Outside of her advisory work, she manages rental real estate. Harbor Asset Planning provides fee-only financial planning and discretionary investment management to individuals, retirement plans, trusts, and estates. The firm uses Modern Portfolio Theory and non-proprietary modeling software to create diversified, low-cost portfolios tailored to client risk tolerance and time horizons.

Theodore Yoos is a CFP® professional with 25 years of industry experience. He has been with Cornerstone Financial Management LLC since 2006. Cornerstone Financial Management LLC provides investment management and comprehensive financial planning primarily for individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach is based on modern portfolio theory, emphasizing asset allocation with passive index funds and optional values-based (ESG) considerations.

Giana Hebert is a financial advisor at Flagship Private Wealth with 15 years of industry experience. She holds the Series 66 designation and has been with Flagship Private Wealth since 2015. Prior to that, she has been associated with LPL Financial since 2011. Flagship Private Wealth is a registered investment adviser serving individuals, corporations, and charitable organizations, managing approximately $447 million across nearly 600 client relationships. The firm provides discretionary portfolio management, financial planning, and offers specialized account programs, employing a combination of modern portfolio theory, fundamental and quantitative analysis, and long-term trading strategies.

Steven Roge is a CFP® with 12 years of industry experience and has been with R.W. Rogé & Company, Inc. since 1996. He serves as an Adjunct Clinical Instructor at the New York Institute of Technology College of Osteopathic Medicine, where he teaches a class on personal finance topics on a pro-bono basis. R.W. Rogé & Company, Inc. is a fee-only wealth management firm serving individuals, small businesses, pension and profit-sharing plans, foundations, and institutional clients. The firm combines strategic asset-allocation modeling based on Modern Portfolio Theory with bottom-up, value-oriented equity selection through its proprietary ResearchEdge process, offering a range of services including discretionary portfolio management, comprehensive financial planning, and a concentrated value equity strategy.