Nathan De Gregorio is a financial advisor at PenFacs Financial Services holding a Series 66 designation. He has recently entered the industry and has been associated with several related entities including PenFacs Financial Services, The New PenFacs Insurance Agency, and The PenFacs Group. His background includes roles outside traditional advisory positions, such as work with The New Woodshed and BJ's Brewhouse. PenFacs Financial Services, Inc. is a small SEC-registered investment adviser serving individuals and business clients with portfolio management and financial planning. The firm manages approximately $23 million in assets and employs a variety of analytical approaches and trading techniques, primarily implementing strategies through model portfolios and sub-advisers.

Caroline Hedges is a financial advisor at Fairfield Financial Advisors with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fairfield Financial Advisors since 2012. Fairfield Financial Advisors provides personalized, fee-only financial planning and investment management to individuals, high-net-worth clients, families, trusts, estates, pension and profit-sharing plans, and select small businesses and nonprofit entities. The firm employs a strategic asset allocation approach using no-load mutual funds, individual stocks, ETFs, and fixed-income securities, and is noted for its work with institutional client structures and fiduciary roles such as trusteeships.

Michael Mc Dermott is a financial advisor at Polaris Financial, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Richr Money LLC, Douugh Wealth, and Polaris Portfolios, LLC. In addition to his advisory role, he works part-time as a Staff Solutions Consultant at Oracle in a non-investment capacity. Polaris Financial provides discretionary investment management to retail individuals, families, employer-sponsored retirement plans, and credit unions. The firm employs a model-driven approach with an in-house Investment Advisory Committee and offers a range of portfolios including biblically responsible allocations, thematic satellites, and fixed-income strategies, serving a high volume of clients through remote delivery.

Edward Pitts is a CFP® professional with 31 years of industry experience. He is currently with Richardson Financial Services and previously worked at J.W. Cole Financial, Edward Jones, and TIAA. Outside of his advisory role, he serves as an independent ice hockey referee. Richardson Financial Services is a fee-based registered investment adviser serving individual and high-net-worth clients. The firm offers comprehensive financial planning and portfolio management, utilizing third-party managers through wrap platforms such as AssetMark and Envestnet.

James Mayer is a Series 65-licensed financial advisor with five years of industry experience. He is currently with FamilyWealth Asset Management and has previously worked at Voya Financial. Mayer is also president of Freedom America Retirement Services of New England, an insurance agency offering fixed insurance products. FamilyWealth Asset Management serves a diverse client base including individuals, high-net-worth households, and institutional clients. The firm employs a multi-asset, dynamic investment approach that integrates passive, active, and alternative strategies, supported by a platform-centric structure that includes proprietary technology and model portfolio implementation.

Ryan Forness is a financial advisor at Forness Financial LLC in Needham, MA, holding a Series 66 designation with 19 years of industry experience. He has been with Forness Financial since 2014. Forness Financial serves individuals, high-net-worth clients, trusts, and estates by providing discretionary investment management along with financial planning and consulting. The firm employs a long-term, fundamentals-driven investment approach, constructing diversified portfolios primarily with mutual funds and ETFs, and adjusts holdings to align with client goals and risk tolerance.

Misty Lynch, CFP® is the Owner and CEO of Sound View Financial Advisors, LLC. She is passionate in her commitment to help her clients handle their finances and lives with confidence. A fee-only fiduciary and independent financial advisor, Misty does not receive commission and is legally required by her certifications to provide unbiased and reputable financial advice. Misty hosts the unscripted reality show HEARTBROKE and the Demystifying Money podcast. She is also the author of DEMYSTIFYING MONEY and a personal finance expert and resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero and many others. Investopedia named her one of the Top 100 Financial Advisors in 2021 and US News and World Report called her one of the 9 Women in Finance to Follow "because sometimes you need life advice, not just financial advice." When she isn't working you can find her reading mysteries, skiing the East Coast or coaching her kids basketball and field hockey teams. Misty lives with her husband and children in Walpole, MA.

Dustin Latham is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has worked at Queues Enforth Development, Inc., CBOE Vest Financial LLC, and First Dominion Capital Corp. before joining Alternative Capitalis, LLC, where he has been an advisor for 10 years. Outside of advisory work, he owns and manages a seasonal rental property on Cape Cod. Alternative Capitalis, LLC, operating as Kanon Bloch Carré, is a fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides portfolio management, financial planning, and pension consulting with a range of investment strategies, including leveraged and derivative approaches, and emphasizes transparency by disclosing historical performance results.

Vannak Sao is a financial advisor at Proactive Financial Solutions 360, LLC with two years of industry experience. He holds Series 63 and Series 65 designations and has worked in financial and tax-related roles since 2012, including founding a sole proprietorship and involvement with All Star Staffing, LLC. Sao is also active in providing accounting and tax preparation services through a related business. Proactive Financial Solutions 360, LLC offers discretionary asset management, financial planning, and ERISA plan services to individual and business clients. The firm customizes investment strategies based on client goals and risk tolerance, provides regular account reviews, and integrates accounting and tax services for clients with significant managed assets.

Joseph Sylvia Jr. is a Series 65-registered advisor with Statera Financial, LLC, bringing two years of industry experience. He has held roles at Solid Rock Financial, Legacy Benefit Advisors, and Charter Financial Group since 2016. In addition to advisory work, he is licensed as an insurance agent involved in the sale of various insurance products. Statera Financial, LLC provides investment advisory and financial planning services tailored to individual clients’ objectives, time horizons, and risk tolerance. The firm offers portfolio management, risk assessment, and estate-planning coordination, emphasizing long-term purchasing power and addressing specific risks such as those related to cryptocurrency investing.

Christopher Gauthier is a CFP® with seven years of industry experience, currently serving as an advisor at Proactive Financial Solutions 360, LLC. He has held roles at PFS Tax, Inc., where he is also owner and director of tax services, and has prior experience at Castro, Thresher and Oliviera P.C. and Corrigan Financial. Proactive Financial Solutions 360, LLC provides discretionary asset management, financial planning, and ERISA plan services to individual and business clients. The firm emphasizes client-specific strategies and integrates accounting and tax services through its principal’s tax preparation practice.

Brian Maxfield is a CFP® with 27 years of industry experience, currently serving at Richardson Financial Services. He has worked at Richardson Financial Services since 2004 and at J.W. Cole Financial, Inc. since 2020. Outside of his advisory role, Maxfield coaches pickleball. Richardson Financial Services is a fee-based registered investment adviser serving individual and high-net-worth clients, managing approximately $213 million in assets. The firm provides comprehensive financial planning and portfolio management through third-party managers on platforms like AssetMark and Envestnet.

Sid Chaudhry is a financial advisor at Thurston Hall Investment Research, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Familywealth Asset Management and Fidelity Investments. Thurston Hall Investment Research provides discretionary portfolio management primarily to individual clients, including many high-net-worth households. The firm employs a fundamentally driven, conservative investment approach with limited trading and diversification, and it uses derivatives and margin strategies subject to suitability and client authorization.

Adam Wojtkowski is a CFP® professional with 17 years of industry experience, currently serving as the sole advisor at Copper Beech Wealth Management. His prior roles include positions at Northwest Asset Management, Smith, Salley & Associates, and Beaumont Financial Partners. Copper Beech Wealth Management provides portfolio management and financial planning services for individual and high-net-worth clients, managing approximately $78.2 million in discretionary assets. The firm employs a diverse investment approach incorporating multiple analysis methods and emphasizes diversification across equity and fixed-income exposures using primarily ETFs and mutual funds.

Georgia Bruggeman is a CFP® professional with 23 years of industry experience. She has been with Meridian Financial Advisors since 1990. Outside of her advisory role, she serves as Vice Chair and trustee of Sawin Academy, where she helps manage funds to provide benefits to an elementary school. Meridian Financial Advisors, LLC offers fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, families, and small businesses. The firm constructs portfolios based on fundamental analysis and client-specific objectives, managing approximately $257.9 million in discretionary assets.

Sarah Wells is a CFP® and holds a Series 66 license with 13 years of industry experience. She is a principal at TSW Wealth Management, where she has worked since 2011, and previously worked at Purshe Kaplan Sterling Investments. TSW Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and financial planning. The firm employs a long-term, asset-allocation driven approach using low-cost mutual funds and ETFs, integrating third-party tools and sub-advisers to tailor portfolios to client goals and risk tolerance.

Joshua Street is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Signal Ridge Capital Partners, LLC since 2014. The firm provides financial planning, consulting, and investment management services to individuals—including high-net-worth clients—as well as trusts, estates, business entities, and qualified plans. Signal Ridge employs a proprietary, strategic asset-allocation methodology and offers customizable model portfolios using a broad range of instruments, with ongoing monitoring and rebalancing.

John Levangie is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Darrow Wealth Management, where he has worked across multiple periods since 2021. His prior experience includes roles at Anchor Capital Advisors LLC, Wedmont Private Capital, and GW & Wade, LLC. Outside of his advisory duties, he serves as trustee of the Philip J. LeVangie Family 2002 Irrevocable Trust. Darrow Wealth Management provides discretionary investment management, financial modeling, and consulting services to individuals, trusts, and retirement plans. The firm employs proprietary global asset allocation models and primarily utilizes low-cost ETFs and select mutual funds, managing roughly $392 million in discretionary assets and offering a broader service mix that includes project-based consulting and estate settlement support.

Ronald Degregorio is a CFP® and ChFC® with 51 years of experience in financial services. He is the sole advisor at Pen Facs Financial Services in Salem, NH, where he has worked since 1977 and also operates related entities focused on insurance and investment advisory services. Degregorio serves as chairman of the board of USA Hockey and is a council member of the International Ice Hockey Federation, dedicating significant time to governance and the development of hockey. Pen Facs Financial Services provides portfolio management to a small, concentrated client base including pension and profit-sharing plans, trusts, estates, corporations, and individuals. The firm uses both fundamental and technical analysis with primarily non-discretionary account management.

John Mileszko is a financial advisor with Betro Mileszko & Company, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Betro Mileszko & Company since 2007. Betro Mileszko & Company provides investment advisory and portfolio management services primarily to individuals, high-net-worth clients, profit-sharing plans, and trusts. The firm focuses on individualized strategies using no-load mutual funds and ETFs, managing accounts on a discretionary, fee-only basis.