Brian McGivern is a financial advisor with Stonestreet Financial, Inc., holding a Series 66 designation and 18 years of industry experience. Prior to joining Stonestreet Financial in 2017, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. He is also president of CFO Strategies Inc., which provides QuickBooks training, and serves as a business development consultant and accountant for Brenda J. McGivern, P.C., a CPA firm. Stonestreet Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting services. The firm utilizes a goals-based investment process with both discretionary and non-discretionary arrangements, and it has a focus on pension consulting and employer plans.

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.

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.

Matthew Lurvey is a CFA charterholder and the principal advisor at PnL Investments, an independent firm based in Dover, MA. He has seven years of experience at Santander Bank N.A. and three years as a self-employed advisor before founding PnL Investments in 2025. PnL Investments provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses an active, tactical investment approach that incorporates charting, fundamental, technical, and cyclical analysis, emphasizing short-term trading and hedging strategies including inverse ETFs.

Joseph Degrazia Jr. is a CFP® with 31 years of industry experience, currently serving at LMC Investments, Inc. since 1990. He also maintains a CPA practice through Degrazia & Company CPAs. LMC Investments, Inc. is a small, fee-only investment management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages portfolios primarily for capital appreciation with tailored growth or income objectives, using a blend of fundamental, technical, charting, and cyclical analysis across various securities.

William O'Neill is a financial advisor at Strategic Wealth Management LLC in South Natick, MA. He holds Series 63 and Series 65 credentials and has five years of industry experience. His prior roles include positions at Concorde Investment Services, LLC and Asset Strategy Advisors LLC. Strategic Wealth Management serves individual and high-net-worth clients by providing portfolio management, individualized Investment Policy Statements, and complimentary financial planning. The firm employs a long-term investment approach integrating cyclical, fundamental, and quantitative analysis to build diversified portfolios.

Felix Betro is the principal of Betro Mileszko & Company with 18 years of experience in financial advising. He also serves as president of Betro and Company, P.C., a certified public accounting firm, and operates the Law Offices of Felix S. Betro, focusing on estate planning and commercial law. Betro Mileszko & Company provides investment advisory and portfolio management services primarily to individuals, high-net-worth clients, profit-sharing plans, and trusts. The firm emphasizes individualized strategies developed through personal consultations and fundamental analysis, typically using no-load mutual funds and exchange-traded funds.

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.

Meghan Waclawsky is a CFP® with nine years of industry experience and is currently a financial planner at Kaizerman & Associates, LLC. She previously worked at Wellington Management Advisers, Inc. and Wellington Management Company LLP. Meghan is also an enrolled agent with the IRS. Kaizerman & Associates serves individual and high-net-worth clients, trusts, charitable organizations, and small businesses by providing non-discretionary portfolio management alongside comprehensive financial planning and consulting. The firm emphasizes client involvement in trade decisions and integrates fundamental, technical, and asset-allocation analysis in its investment approach.

Robert Whitney is a financial advisor at Polaris Investment Advisors, LLC with 18 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining Polaris, he worked at Cetera Advisor Networks and has operated Whitney & Gore Financial since 1984, where he also serves as an enrolled agent providing tax preparation services. Polaris Investment Advisors is a SEC-registered firm serving individual and high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning, focusing on customized, long-term portfolios using low-cost mutual funds, ETFs, and individual stocks.

Edward Vahey is a financial advisor at Silver Pine Capital, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citizens Securities Inc. and Axa Advisors, LLC. Outside of his advisory role, he is involved in youth sports as a referee for high school and youth hockey and lacrosse games and coaches youth hockey in Wellesley. Silver Pine Capital serves individual and institutional clients through discretionary portfolio management and financial planning, employing a value-oriented investment process that combines bottom-up stock selection with top-down macro analysis. The firm offers diversified portfolios across equities, fixed income, and alternative assets, along with specialized hedged strategies and performance-based fee arrangements for eligible clients.

Caleb Aldrich is a CFA® charterholder with 19 years of industry experience. He has been with Hanover Strategic Management, LLC since 2004. The firm provides discretionary and non-discretionary investment management to individuals, trusts, charitable organizations, and other entities. Hanover employs a value-oriented investment approach that combines fundamental research with quantitative analysis, managing globally diversified portfolios and utilizing both long-term and short-term strategies.

David Rourke Sr. is a financial advisor with Strategic Planning Group, Inc. in Wellesley, MA, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Strategic Planning Group since 1995. Strategic Planning Group provides investment advisory and financial planning services to individual clients, including high-net-worth households, using a rules-based investment framework focused on diversification and a targeted debt-to-equity profile. The firm offers customized retirement plans and manages portfolios primarily with mutual funds and ETFs, conducting regular client reviews and employing specialized strategies as needed.

Frederick Offenberg is a financial advisor with Clemensen Capital Company LLC, holding a Series 63 designation and over 40 years of industry experience. He has worked at Clemensen Capital since 2017 and previously held positions at Andres Capital Management, LLC and FOX CHASE CAPITAL PARTNERS LLC. Clemensen Capital Company LLC provides investment advice and separately managed accounts to individuals, trusts, companies, and charitable organizations. The firm employs active management across mutual funds, ETFs, equities, and fixed income, with expertise in energy and credit markets, and emphasizes independent analysis and governance-conscious proxy voting.

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.

Ariel Acuna is a financial advisor at LTG Capital LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LTG Capital since 2003. LTG Capital provides financial planning and portfolio management services to individuals, trusts, estates, and charitable organizations, employing a combination of charting, fundamental, technical, and cyclical analysis. The firm manages discretionary assets directly, typically for clients with account minimums of $2,000,000, and emphasizes formal continuity planning and transparent performance reporting.

Andrew Sokol is a financial advisor at Bluebird Wealth Management LLC with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Bluebird Wealth Management in 2025, he worked at Darling Consulting Group for seven years and Putnam Investments for three years. Bluebird Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering fee-only financial planning and discretionary portfolio management. The firm emphasizes ongoing advisory relationships and uses a mix of modern portfolio theory, fundamental and quantitative analysis to guide investment decisions.

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.

Matthew Geremia is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Ashwood Advisors and has prior experience at Commonwealth Financial Network and Northwestern Mutual. He also manages a property in Medfield, MA, occupying a small portion of his time. Ashwood Advisors serves individual and high-net-worth clients, as well as small businesses, providing financial planning, wealth management, and consulting services. The firm’s investment process uses economic and fundamental analysis combined with quantitative screening, including the fi360 Fiduciary Score™, to manage portfolios through strategic asset allocation and periodic rebalancing.

Jane King is a CFP® professional at Fairfield Financial Advisors with 32 years of industry experience. She has been with Fairfield Financial Advisors, Ltd. since 1993. Fairfield Financial Advisors is a fee-only, SEC-registered investment adviser that provides personalized financial planning and discretionary investment management to individuals, families, trusts, estates, and certain institutional clients. The firm uses a strategic asset allocation approach with primarily no-load mutual funds, individual stocks, fixed income securities, and ETFs, and also advises pension and profit-sharing plans with occasional trustee responsibilities.