Anthony Gates is a CFP® and PFS™ with 20 years of industry experience. He has been with FG&G Financial Services, LLC and its predecessor, Farrar Gates & Green LLC, since 2008. FG&G Financial Services, LLC provides investment advisory and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm follows a passive, asset-class investment approach grounded in Modern Portfolio Theory and primarily uses Dimensional Fund Advisors funds, with ongoing monitoring and periodic reviews.

Michael Gallugi is the principal of Gallugi Wealth Management, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience and has operated his own CPA practice offering tax and accounting services since 1989. He has also worked with Purshe Kaplan Sterling Investment since 2014. Gallugi Wealth Management provides discretionary investment management to individuals, including high-net-worth clients, and charitable organizations. The firm combines investment advice with in-house accounting and tax services, emphasizing fundamental analysis and a primarily long-term investment strategy using diversified mutual funds and ETFs.

Stephen Taylor is a financial advisor at New England Schooner, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with New England Schooner since 1998. Outside of his advisory role, he is a licensed agent selling fixed and long-term care insurance. New England Schooner, Inc. provides portfolio management, financial planning, and pension consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes fundamental analysis tailored to clients' goals and risk tolerance, managing portfolios that include mutual funds, ETFs, equities, options, and debt securities.

Christopher Demeo is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He is a co-founder of Nu Paradigm Investment Partners L.L.C. and has previously worked at Fulcrum Asset Management, Aberdeen Standard Investments, and Wall Street Access Asset Management. Nu Paradigm Investment Partners L.L.C. provides discretionary investment management and retirement-plan advisory services to institutional and individual clients. The firm focuses on customized, long-term portfolios using fundamental analysis and internal due diligence, offering services including fiduciary 3(38) roles, ongoing account monitoring, and plan-sponsor support.

Dennis O'Leary is a CFP® with 20 years of industry experience and has been with Greenway Financial Advisors LLC since 2013. He is based in Boston, MA. Greenway Financial Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering discretionary portfolio management and both comprehensive ongoing and limited-scope financial planning. The firm’s investment approach is asset-allocation driven, focusing on diversification, cost and tax efficiency, and tailored allocations, with an in-house tax preparation service conducted by supervised personnel.

Brian Foley is a financial advisor at Lighthouse Capital, LLC in Boston, MA, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and serves as of-counsel attorney at O'Connor & O'Connor, PC, a law firm focused on real estate closings and estate planning. Lighthouse Capital, LLC is an independent registered investment adviser serving individuals, families, and corporate clients. The firm offers discretionary and non-discretionary investment management, financial planning, and qualified retirement plan fiduciary consulting, managing approximately $32 million in client assets with a research-driven, long-only investment approach.

Peter Ferriero is the founder and president of Rocky Hill Advisors Inc., where he has worked since 2002. He holds Series 63 and Series 66 designations and has 23 years of industry experience. Outside of his advisory role, Ferriero is involved in youth hockey through founding and leading Top Gun Youth Hockey, Top Gun Arena Management, and the New England Fall Prep Hockey League. Rocky Hill Advisors provides investment management and expert witness consulting to individuals, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and Native American tribes. The firm employs a customized tactical allocation strategy with a focus on rebalancing and downside risk management, operating primarily on a non-discretionary basis.

Benjamin Webber is a CFA® charterholder with eight years of experience in the financial industry. He has been with Sawyer & Co Inc since 2013. Outside of his advisory role, he is co-owner of a rental property managed primarily by his wife. Sawyer & Company, Inc. provides investment supervisory and trustee services to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $313 million, focusing on long-term, fundamental analysis-driven portfolios that emphasize diversified positions in high-quality U.S. common stocks.

Barbara Maitland is a financial advisor with Rothwell Investment Advisors and holds a Series 66 designation. She has 18 years of industry experience, including prior roles at Flagship Harbor Advisors and LPL Financial. Outside of her advisory work, she is involved in several music-related activities in Salem, MA, including organizing group and family music instruction, and she is a certified pickleball coach. Rothwell Investment Advisors provides wealth management services to individuals, trusts, estates, charitable organizations, and corporations, combining discretionary asset management with comprehensive financial planning. The firm manages accounts on a discretionary basis and uses various analytical methods and investment vehicles tailored to client goals and risk tolerance.

Elizabeth Hilman is a financial advisor at MacDougall Financial Counseling in Boston, MA, holding Series 65 and Series 63 licenses with seven years of industry experience. She previously worked at Goldman Sachs and Barclays Capital Inc, and spent four years at the University of Richmond. MacDougall Financial Counseling provides financial planning and portfolio management services to individual clients, trusts, charities, and organizations, serving both non-HNW and high-net-worth households. The firm uses primarily no-load mutual funds and ETFs in portfolios with an equity bias, offering discretionary management alongside client communication and regular performance reviews.

Miguel Barron is a CFA charterholder and Series 63 licensee with three years of industry experience. He has been with First Light Investment Advisors since 2021. Barron serves as a non-executive independent director on the boards of two London-based hedge funds, Pelham Capital Management and Glenernie Capital Management. First Light Investment Advisors provides fee-based, discretionary portfolio management and custom investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis to manage portfolios across multiple offices with a small team of three advisors.

Mark Maitland is a financial advisor at Rothwell Investment Advisors with six years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Flagship Harbor Advisors. Maitland serves as a board member of the nonprofit Mettafore. Rothwell Investment Advisors provides wealth management services to individuals, trusts, estates, charitable organizations, and corporations, combining discretionary asset management with comprehensive financial planning. The firm manages accounts on a discretionary basis using various analytical methods and serves approximately 695 clients with two advisors.

Donald Collins is a financial advisor at Ironwood Investment Management, LLC with 19 years of industry experience. He holds the Series 63 designation and has been with Ironwood since 1998. The firm provides discretionary portfolio management to individual and institutional clients, specializing in a fundamental, bottom-up, value-oriented investment approach focused on small and micro-cap equities. Ironwood combines small/micro-cap value specialization with services such as managing pooled vehicles and wrap fee programs, serving a diverse client base that includes high-net-worth individuals, pension plans, and charitable institutions.

Harold Zazula is a financial advisor with Crystal Capital Management Corporation in Saugus, MA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior work includes roles at GWFS Equities, Stratos Wealth Partners, LPL Financial LLC, and New York Life Securities. Crystal Capital Management Corp. provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, and small businesses. The firm manages approximately $35 million for about 90 clients, focusing on a non-discretionary, core-and-satellite investment approach using low-cost mutual funds and ETFs, with services that include comprehensive and hourly financial planning.

Michelle Wu is a CFP® and CFA® with four years of industry experience. She currently works at Tenon Financial and has prior experience at Putnam Investments, Origin Financial, and Core Planning, LLC. Tenon Financial provides investment management and financial planning services to individual and high-net-worth clients, focusing on passive investment strategies with an emphasis on low costs, tax efficiency, and client-specific portfolio management.

William Burton is a CFP® with 26 years of industry experience and has operated Wm L. Burton CPA since 1980. He is associated with Crystal Capital Management Corporation, a firm where he combines his accounting background with financial advisory services. Crystal Capital Management provides financial planning and investment management primarily to individual clients, pension and profit-sharing plans, and small businesses. The firm employs a non-discretionary investment approach focused on strategic asset allocation using low-cost, no-load mutual funds and ETFs within a core-and-satellite framework.

Corrinne Rivers is a CFP® professional with three years of industry experience, currently serving as an advisor at Theory Planning Partners. She has previously worked with Childfree Wealth and Ellevest, and contributed to Kitces.com for five years. Theory Planning Partners works primarily with small- to mid-size business owners and their executives, providing executive financial planning, corporate consulting, and investment portfolio management focused on broadly diversified, tax-aware model portfolios.

Catherine Mckenna is a financial advisor with Beal Consulting, Inc. in Boston, MA, holding a Series 65 designation and over 20 years of industry experience. She has been with The Beal Consulting Group since 1999. Beal Consulting provides personalized asset management and financial education to moderate- and high-net-worth individuals, families, and small endowments. The firm employs a diversified, global investment framework and a collaborative, education-focused portfolio design, managing client accounts primarily on a discretionary basis.

Joshua Cahill is a financial advisor at Family Partners Capital, LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Portolan Capital Management for 15 years. Cahill has been with Family Partners Capital since 2019. 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.

Wenhua Zhang is a CFA® charterholder and Series 63 licensee with three years of industry experience. Zhang is the sole advisor at Atlas Capital Investment LLC and previously worked at Azia Capital Partners, Tan Lane Holdings, Ltd., and Wellesley Investment Partners, LLC. Outside of advisory work, Zhang serves as CFO and investor for Hourly Work LLC, a recruiting phone app. Atlas Capital Investment LLC provides ongoing portfolio management and financial planning primarily to higher-net-worth individuals and business entities. The firm uses cyclical, fundamental, and quantitative analysis focused on equities and related strategies, and it accepts performance-based fees for qualified clients while managing both performance-fee and non-performance accounts.