David Trott is the sole advisor at Aragorn Ltd., an independent firm based in Milton, MA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his financial advisory work, he is the president and owner of a law firm that provides tax, business, and estate planning services. Aragorn Ltd. offers financial planning, consulting, and discretionary investment management to individuals and a variety of institutional clients, including pension plans, trusts, and charitable organizations. The firm customizes portfolios based on clients’ risk tolerance and time horizon, employing fundamental, technical, and cyclical analysis to allocate assets across multiple categories.

Brent Garcia is a CFA® charterholder with 22 years of industry experience. He has been the sole advisor at Broadwater Capital Management LLC since 2002. Broadwater Capital Management provides discretionary investment advisory services to individuals, trusts, charitable entities, small institutions, and personal corporations. The firm creates customized portfolios using both fundamental and technical analysis, managing investments with a long-term orientation while retaining flexibility for shorter-term trades based on client needs and market conditions.

Stephen Gorman is the principal advisor at Gorman Financial Management in Hingham, MA, with 32 years of industry experience. He has served at his firm since 1992. Gorman Financial Management provides fee-only comprehensive personal financial planning, investment monitoring, and financial consulting for individual clients and families. The firm focuses on a Modern Portfolio Theory approach using pooled investment vehicles and does not accept discretionary authority over client accounts.

Robert Hurley is the sole advisor at Investor Resources Inc in Boston, MA, where he has provided financial advisory services since 1996. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Investor Resources Inc offers financial planning, investment consultations, and portfolio management primarily through selecting and monitoring third-party managers and model portfolios. The firm serves individuals, families, and small businesses, operating on a fee-only basis with a manager-of-managers approach and limited discretionary authority focused on account rebalancing.

Juan Garcia is a financial advisor at Holistic Capital in Boston, MA, holding Series 63, 65, and 66 licenses with nine years of industry experience. He previously worked at Morgan Stanley and Eaton Vance, including roles at Eaton Vance Distributors and Eaton Vance Management. Holistic Capital provides non-discretionary investment advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm employs a risk-managed approach combining quantitative and fundamental analysis with tailored asset allocation and offers a range of strategies across equities, fixed income, alternatives, and outside managers.

David Quinn is a financial advisor with Targeted Equity Consulting Group in Scituate, MA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including 15 years at Stifel Nicolaus & Company. Outside of his advisory role, he is involved with 3Step Sports LLC. Targeted Equity Consulting Group provides portfolio management and pension consulting services to pension and profit-sharing plans, high-net-worth individuals, and business entities. The firm focuses on equities and non-U.S. securities, using a combination of fundamental, quantitative, technical, and cyclical analysis alongside long- and short-term strategies.

Joseph McCarthy is a CFP® with 43 years of industry experience, currently serving as an advisor at AFG Fiduciary Services. He has worked at Purshe Kaplan Sterling Investments, Inc. and Wells Fargo Advisors Financial Network, LLC. In addition to his advisory role, he is involved in selling fixed income annuities and insurance. AFG Fiduciary Services provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, fundamental-analysis investment approach and offers tailored, holistic engagement solutions.

Stephen Carluccio is a financial advisor at Mad River Investors in Boston, MA, holding a Series 65 designation with 19 years of industry experience. He has been with Mad River Investors since 2012 and concurrently operates SCC Legal and Business Services, where he provides a small amount of outside legal work for former clients with employer approval. Mad River Investors offers discretionary investment management to individuals, high-net-worth clients, companies, trusts, and institutional clients. The firm uses an opportunistic, concentrated equity-oriented approach with a long-term, contrarian focus, managing portfolios typically consisting of 20–25 positions and including diverse asset types such as options and digital assets.

Wei Wang is a financial advisor at Triple Summit Advisors, LLC in Newton, MA, holding CFP®, CFA®, and Series 63 designations with nine years of industry experience. He has been with Triple Summit Advisors since 2015. Triple Summit Advisors manages approximately $90.3 million in discretionary assets for around 170 clients, including individuals, trusts, and corporate entities. The firm offers multiple investment strategies such as ETF-based global asset allocation, global compounding value, global opportunistic and event-driven approaches, and global quantitative factor investing.

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.

Susan Skahan is an Investment Advisor Representative with AFG Fiduciary Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Purshe Kaplan Sterling Investments, Inc. since 2021 and was previously with Wells Fargo Advisors Financial Network from 2015 to 2021. AFG Fiduciary Services provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, fundamental-analysis approach to portfolio construction while maintaining flexibility for shorter-term adjustments and leverages various investment tools as appropriate.

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.

Benjamin Webber is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Sawyer & Co Inc in Boston, where he has worked since 2013. He is co-owner of a rental property managed primarily by his wife, with minimal involvement in day-to-day operations. Sawyer & Company provides discretionary investment supervisory and trustee services primarily to high net worth individuals, pension plans, trusts, estates, and corporations. The firm emphasizes fundamental analysis and a long-term investment horizon, focusing on U.S. common stocks, fixed income, and cash equivalents to manage total return and principal risks.

Elizabeth Hilman is a financial advisor at MacDougall Financial Counseling with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Goldman Sachs and Barclays Capital Inc. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management primarily for individual clients, trusts, charities, and organizations. The firm uses no-load mutual funds and ETFs with a focus on diversification and long-term records, managing approximately $425 million in assets across several hundred accounts.

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.

David Lehmann is a CFP® with 17 years of industry experience and is the sole advisor at The Family Financial Group in Newton Centre, MA. He has been a partner at Cooper & Lehmann, LLP since 1996. Mr. Lehmann is also a majority owner of Lehmann & Company, LLC, a CPA firm affiliated with Geller & Lehmann that provides accounting and tax services. The Family Financial Group offers comprehensive financial planning, investment advisement, tax preparation, estate and trust planning, and small-business consulting. The firm serves high-net-worth individuals, families, and a variety of institutional clients, coordinating professional teams to review and monitor portfolios on a non-discretionary basis.

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.

John Sardoni is a financial advisor at Generous Wealth Management with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including Profiscal Wealth LLC, Financial Gravity Family Office Services, and HD Vest Investment Services. Sardoni also owns Profiscal Solutions LLC, an accounting and tax preparation business. Generous Wealth Management serves individuals, charitable organizations, and businesses by providing discretionary investment management, multi-level financial planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach based on modern portfolio theory, using outside managers and a range of investment products, including alternative investments and private funds.

Brett Goverman is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience, currently serving at Financial Solutions Associates since 2016. He holds the Series 65 designation and works out of Dedham, MA. Financial Solutions Associates is an SEC-registered advisory firm that provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, trusts and estates, small businesses, retirement plan participants, and charitable organizations. The firm manages approximately $172 million in discretionary assets, employing a strategic asset allocation approach that combines actively and passively managed funds, tactical allocations, and periodic portfolio rebalancing.

Robert Clary is the sole advisor at Clary Financial, Inc., an independent registered investment adviser. He holds Series 63 and Series 65 credentials and has 48 years of industry experience. Clary has worked at McNeish, Delorey Inc. and North Easton Savings Bank, where he also serves as a director. He is involved in an insurance planning business providing life, disability, and health coverage. Clary Financial, Inc. offers retirement and financial planning along with discretionary portfolio management to individuals, trusts, retirement plans, and corporations. The firm manages approximately $92.9 million in assets for 439 clients, using a long-term, fundamental-analysis approach focused on no-load mutual funds and ETFs.