Marcus Green is a financial advisor at GreenPort Capital Advisors with 18 years of industry experience. He holds a Series 65 credential and previously worked for 11 years at Vodia Capital, LLC. GreenPort Capital Advisors offers personalized investment management and comprehensive financial planning services to individuals, trusts, estates, and charitable entities. The firm manages approximately $115.6 million across about 68 client relationships, emphasizing a long-term investment approach that combines fundamental, technical, and cyclical analysis with tax-conscious portfolio management.

Jonathan Loer is a CFP® with 22 years of industry experience, currently serving as an advisor at Renaissance Wealth Advisors, LLC since 2019. His previous roles include positions at Fieldstone Financial Management Group, Concert Wealth Management, and Fidelity. Renaissance Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages around $110 million across approximately 93 client relationships, using a combination of fundamental, technical, and cyclical analysis along with AI-supported research to customize portfolios that incorporate ETFs, mutual funds, stocks, and bonds. It has a notable focus on cross-border family planning for a significant non-U.S. client base.

Ryan Carragher is a financial advisor with The Clifford Group LLC in Wayland, MA. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he served in the United States Army for several years. The Clifford Group provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm’s investment approach emphasizes long-term fundamental analysis supplemented by third-party artificial intelligence tools, with human oversight maintaining all recommendations and trades.

Ralitza Gueorguieva is a financial advisor at PowerHouse Assets LLC in Lincoln, MA, holding Series 63 and Series 65 credentials with 13 years of industry experience. She has been with PowerHouse Assets since 2012. PowerHouse Assets manages individualized, discretionary portfolios primarily for high-net-worth clients, focusing on diversified accounts using mutual funds and ETFs. The firm emphasizes global asset-class allocation, low-cost and tax-efficient funds, and aligns portfolios with clients’ time horizons and risk tolerances.

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.

Richard Shrier is the principal of Shrier Associates, LLC in Clinton, MA, holding the ChFC® and Series 63 designations with 22 years of industry experience. He has been self-employed since 2002 and has been associated with Shrier Associates since 1988. Shrier serves as vice-chair of the Investment Committee and as a board member for the Union for Reform Judaism, and he is also a board director and member of the Investment Committee for the Reform Pension Board. Shrier Associates provides investment management, financial planning, pension consulting, and ERISA 3(21) advisory services to individuals, trusts, businesses, non-profits, and retirement-plan sponsors. The firm employs a long-term, tailored investment approach using strategic asset allocation with low-cost mutual funds and ETFs, supplemented by other vehicles, and offers both discretionary and non-discretionary portfolio management.

Georgia Bruggeman is a CFP® professional with 24 years of industry experience, currently serving at Meridian Financial Advisors, LLC since 1990. She holds the position of Vice Chair and serves as a trustee at Sawin Academy, where she helps manage funds to provide benefits to an elementary school. Meridian Financial Advisors, a two-advisor firm, provides fee-only financial planning and discretionary portfolio management for individuals, high-net-worth clients, families, and small businesses. The firm operates as a fiduciary, tailoring portfolios based on clients’ objectives and risk tolerances with ongoing rebalancing and annual reviews.

Jeremy Distefano is a CFA® charterholder and financial advisor at Cape Ann Capital, Inc. with nine years of industry experience, including over a decade at his current firm. He is based in South Hamilton, Massachusetts. Cape Ann Capital provides discretionary portfolio management and financial planning to individuals, trusts, corporations, charities, and employer-sponsored qualified retirement plans. The firm employs a proprietary quantitative screening process for mutual funds and ETFs, constructing portfolios using a multi-factor risk model and maintaining a concentrated Buy List to meet specific risk targets.

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.

William Yandow is a financial advisor at Monadnock Capital Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at O'neil Securities, Incorporated and William O'neil + Company since 2015 and 2016, respectively. Monadnock Capital Partners provides fee-based portfolio management and occasional pension consulting to individuals, high-net-worth clients, businesses, and institutional clients. The firm employs a fundamental, disciplined, and selective investment approach, managing a small client roster with discretionary authority and ongoing senior team oversight.

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.

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.

Tony Proctor is a CFP® with 22 years of industry experience and has been with Proctor Financial since 1994. He is based in Wellesley, MA, and holds a Series 63 license. Proctor Financial advises individuals, particularly those at or near retirement, as well as trusts, estates, retirement plans, charitable organizations, and small businesses, offering comprehensive investment management and integrated financial planning. The firm customizes asset allocation using a proprietary Time-weighted Cash-flow Methodology and manages globally diversified portfolios on a discretionary basis, incorporating alternative exposures and customized structured notes.

Evan Kulak is a financial advisor at Polaris Financial, LLC in Wellesley, MA, holding a Series 65 designation with 10 years of industry experience. He has worked with Polaris Portfolios, LLC since 2015 in various capacities and also spent time at Douugh Wealth, LLC from 2020 to 2023. Polaris Financial provides investment advisory and financial planning services to individuals, businesses, non-profits, and credit unions, using a combination of macroeconomic, tactical, and fundamental analysis to manage discretionary model portfolios. The firm primarily serves a broad client base with lower account minimums and emphasizes institutional relationships and faith-based investment options.

Brian Sokolowski is a CFA charterholder with eight years of experience at Bluebird Wealth Management LLC and 14 years previously at Cambridge Trust Company. He is based in Medfield, MA. 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, integrating financial planning with portfolio oversight, and employs a mix of modern portfolio theory, fundamental and quantitative analysis.

Christopher Fitts is a financial advisor with Bortolussi Wealth Management, Inc. and holds 7 years of industry experience. He has worked at Bortolussi Wealth Management from 2018 to 2021 and has been associated with Fitts Insurance Agency, Inc. since 1994. Bortolussi Wealth Management serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, managing approximately $68.6 million in client assets. The firm employs a primarily long-term, fundamental investment approach using ETFs, individual stocks, and bonds, and offers discretionary portfolio management, integrated financial planning, and retirement-plan advisory services.

Lauris Lambergs is a financial advisor at Renaissance Wealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Fieldstone Financial Management Group and RayLign Advisory. Since 2019, he has been with Renaissance Wealth Advisors in Newton, MA. Renaissance Wealth Advisors provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $110 million across about 93 client relationships, using a long-term oriented investment approach supplemented by fundamental, technical, and cyclical analysis along with AI-supported tools. It has notable experience serving a significant non-U.S. client base and expertise in cross-border family planning.

Christopher Fisher is a CFA® charterholder and holds a Series 63 license with 11 years of industry experience. He has worked at LiveLife Capital Partners LLC since 2017 and previously was with Bigelow, Mergers and Acquisitions. Outside of his advisory role, Fisher is involved with rental property management through non-investment-related activities. LiveLife Capital Partners LLC is an SEC-registered advisory firm managing approximately $372 million for around 260 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs, while also incorporating individual equities, structured notes, options, and alternative investments as appropriate.

David Foley is a financial advisor at EMA SMA LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Graybeard BTC Management, Covalent Partners LLC, and Equity Management Associates, LLC. Foley also serves as a managing partner for the Bitcoin Opportunity Fund and provides advisory services to the EMA GARP Fund, LP. EMA SMA LLC offers discretionary portfolio management and investment advisory services primarily to qualified high-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and charting analysis, utilizing both long- and short-term strategies across a range of instruments including equities, fixed income, and precious-metal equities.

Erik Degregorio is a ChFC® with over 33 years of experience in financial services. He is currently with Penfacs Financial Services and has a long tenure with affiliated entities dating back to 1993. PenFacs Financial Services, Inc. is a small SEC-registered investment adviser serving individuals and business clients with portfolio management and financial planning. The firm uses a variety of analytical approaches and model portfolios while offering both discretionary and non-discretionary arrangements.