Evan Welch is a CFP® with 28 years of industry experience and currently serves at Bridgeport Financial Solutions. His prior experience includes roles at Cambridge Investment Research, Inc. and Cetera Advisors LLC. Outside of his advisory work, he participates as a pro bono money mentor with the Financial Planning Association of Massachusetts, counseling cancer patients in association with the Dana-Farber Cancer Institute. Bridgeport Financial Solutions serves individual and institutional clients by providing investment management, financial planning, retirement-plan advisory, and related consulting services. The firm manages diversified portfolios through an Investment Committee and offers discretionary management via wrap programs and advisor-managed portfolios, incorporating both affiliated and third-party investment strategies.

Jack Rufo is a financial advisor at Finivi Inc. with one year of industry experience. He holds a Series 65 credential and previously worked at Heritage Financial Services and JNJ Window Services, in addition to roles at Bentley University and Westwood Public Schools. Outside of finance, Rufo provides professional window and exterior cleaning services. Finivi serves individual clients, business clients, and retirement plan participants, offering discretionary investment management, financial planning, estate-planning facilitation, family meetings, and financial education workshops. The firm employs an active, core-satellite investment approach tailored to client risk tolerance and utilizes the eMoney platform to consolidate client financial data.

Christopher Gullotti is a CFP® with 23 years of experience in the financial services industry. He has been with Canby Financial Advisors since 2003 and holds a Series 66 license. Gullotti is a co-owner of Canby Financial Advisors, a private entity operating in the securities business. Canby Financial Advisors is a five-advisor SEC-registered firm managing approximately $729.4 million in client assets. The firm serves retirement plans, corporations, trusts, estates, private foundations, charitable organizations, and individual accounts, using a customized financial planning process and a generally long-term investment approach.

Michelle Contois is a financial advisor with Colman Knight Advisory Group, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked at Colman Knight Advisory Group since 2024 and previously held positions at Cambridge Investment Research Advisors Inc., Cambridge Investment Research Inc., and GFA Federal Credit Union. Outside of her advisory role, she also works as a pet sitter on a contract basis. Colman Knight Advisory Group is a fee-only, SEC-registered firm serving individual and high-net-worth clients with financial planning, consulting, and portfolio management. The firm employs a fundamentally oriented, global buy-and-hold investment approach with individualized policy statements and offers both project-based and comprehensive planning on fixed-fee or retainer terms.

Katie Moore is a financial advisor with Finivi Inc. who holds Series 63 and Series 65 designations and has 14 years of industry experience. She previously worked at Aspencross Wealth Management, Triad Advisors, and Signator Investors. Finivi serves individual clients, business clients, and retirement plan participants, offering discretionary investment management and modular financial planning. The firm employs an active, core-satellite investment approach with portfolios tailored to client risk tolerance and also provides insurance products through its licensed brokerage.

Mitchell Sanford is a financial advisor at Bridgeport Financial Solutions with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Cambridge Investment Research Advisors and Ropes and Gray. Sanford previously worked at Montana State University and has experience in advisory roles and trading. Bridgeport Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm uses model portfolios managed by an Investment Committee and offers discretionary management through wrap programs and advisor-managed portfolios, with access to both affiliated and unaffiliated third-party strategists.

Thomas Shiffer is a CFP® with 24 years of industry experience, currently serving at Cadence Wealth Management LLC since 2010. He is also affiliated with CWM Consulting LLC and Purshe Kaplan Sterling Investments. Cadence Wealth Management is a team-based advisory firm serving individuals, high-net-worth families, trusts, and estates with discretionary and non-discretionary investment management and financial planning. The firm employs a long-term core asset-allocation approach combined with tactical overlays using technical analysis and rule-based modeling, managing portfolios that may include ETFs, mutual funds, individual securities, and option strategies.

Carmen Grinkis is a CFP® professional with 12 years of experience, currently serving at AAF Wealth Management, LLC. She has been affiliated with AAF Wealth Management and AAFCPAs Insurance since 2016 and is also involved with Income Protection Partners. Outside of advisory work, she holds a managerial role at AAFCPAs Insurance, overseeing licensing and product evaluations. AAF Wealth Management provides investment advisory, financial planning, and pension consulting services to a diverse client base, including individuals, trusts, retirement plans, non-profits, and businesses. The firm employs a formal manager-selection process combining quantitative and qualitative analysis and offers discretionary asset management across various investment types.

Evan Fischthal is an advisor at Finivi Inc. with a Series 65 credential and one year of industry experience. Prior to joining Finivi, he worked at Keenan Financial and held various roles including positions at The Quiet Zone and Newport Harbor Island Resort. Finivi serves individual and business clients by providing discretionary investment management, financial planning, estate-planning facilitation, and financial education. The firm employs an active, core-satellite investment approach and offers specialized services such as portfolio management for business clients and family-meeting facilitation.

Casey Clarke is a CFP® and ChFC® with 27 years of industry experience, currently serving as an advisor at Cadence Wealth Management LLC since 2010. He holds a Series 63 license and is based in Westborough, MA. Cadence Wealth Management is a team-based advisory firm that offers discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth families, trusts, and estates. The firm employs a long-term, core asset-allocation philosophy combined with tactical overlays using technical analysis and proprietary rule-based modeling, constructing portfolios from ETFs, mutual funds, individual securities, and option strategies.

Robert Richard is a financial advisor with Bright Futures Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms including Cetera Investment Advisers LLC and Silver Oak Securities, Inc., and is also the owner of Assabet Financial Group, which provides tax planning, preparation, and fixed insurance services. In addition to his advisory roles, he serves as a member of the Affordable Housing Committee in Boylston, MA. Bright Futures Wealth Management, LLC offers portfolio management, financial planning, and pension consulting to a range of clients including individuals, trusts, and retirement plans. The firm uses multiple analytical methods and investment strategies, providing both discretionary and non-discretionary services tailored to non-high-net-worth and high-net-worth clients.

Kevin Hodson is a financial advisor at AAF Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at AAF Wealth Management and Fidelity Brokerage Services. AAF Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, trusts, retirement plans, non-profits, and business entities. The firm employs a formal manager-selection process combining quantitative and qualitative analysis and offers discretionary asset management across various investment types.

Edmond Griffin is a CFA® charterholder at APEX Investment Group with over 18 years of industry experience, including a long tenure at Wellington Management. He joined APEX Investment Group in 2026, where he is part of a six-advisor team based in Hudson, MA. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm focuses on long-term, customized portfolios using diversified mutual funds, ETFs, and selective individual securities, providing discretionary investment management and comprehensive financial planning.

Martin Baker is a CFP® with 22 years of experience in the financial services industry. He is currently with Canby Financial Advisors, joining their five-advisor team in 2025. Prior to that, he held positions at Commonwealth Financial Network and Fidelity. Canby Financial Advisors is an SEC-registered firm managing approximately $729.4 million in client assets. The firm offers personalized financial planning and investment management to a diverse client base, including retirement plans and institutional accounts, using a long-term approach with a range of investment vehicles such as mutual funds, ETFs, and individual securities.

Spencer Lyons is a CFP® with six years of industry experience, currently serving at Carr Financial Group in Worcester, MA. His career includes roles at LPL Financial, Mass Mutual Investors Services, Edelman Financial Engines, and Commonwealth Financial Network. Carr Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation through diversified mutual funds and ETFs, managing approximately $744 million in discretionary assets across a team of seven advisors.

Brian Hawley is a CFA® charterholder with 19 years of industry experience. He is currently with Freedom Investment Management, Inc., where he has worked since 2023. Prior to that, he held roles at 3 D/L Capital Management, LLC, 3D Asset Management, Inc., and Sterling Insurance Solutions, Inc. Freedom Investment Management is an SEC-registered adviser serving retail and institutional clients through discretionary separately managed accounts, model portfolios, financial planning, and turnkey administrative services. The firm uses quantitative, factor-based, and systematic approaches combined with passive index funds and ETFs to construct diversified portfolios and manage risk.

Kathryn Lund Wilde is a CFP® and holds a Series 65 license with 20 years of industry experience. She has worked at Milestone Financial Planning, LLC since 2021 and previously operated a CPA practice providing tax preparation and financial services for small businesses. Prior to joining Milestone, she worked at Mosaic Financial Advisors, LLC for 14 years. Milestone Financial Planning serves individuals, high-net-worth clients, trusts, non-profit organizations, and small businesses, managing approximately $590 million in client assets through a team of 12 advisors across five offices. The firm focuses on disciplined asset allocation, tax efficiency, and broadly diversified, low-cost investment strategies.

Steven Johnson is a ChFC® with 36 years of experience in financial advising. He is currently with Finivi Inc., where he has worked since 2018, following nearly three decades at Signator Investors, Inc. He is also a part owner of iPolicyQuote, Inc., an insurance brokerage. Finivi serves individuals, retirement accounts, trusts, estates, charitable organizations, and business entities, managing approximately $258 million in client assets. The firm employs an active, core-satellite investment approach tailored to client risk tolerances and goals, and offers a range of planning and consulting services including career transitioning and divorce financial analysis.

Christopher Carelli is a financial advisor at Carr Financial Group with 22 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Private Advisor Group, LLC and LPL Financial. He also acts as an independent insurance agent, periodically selling life insurance and fixed annuity products. Carr Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation using diversified mutual funds and ETFs, with discretionary account management and a family office practice under a separate fee arrangement.

Jonathan Bloom is a CFP® with 19 years of experience in the financial industry. He is currently with AAF Wealth Management, LLC, where he has worked since 2016, and previously held positions at Santander Securities LLC, Merrill, and Asset Strategy Advisors, LLC. AAF Wealth Management serves individual and high-net-worth clients, as well as trusts, pension plans, non-profits, and other institutions, providing asset management, financial planning, and pension consulting. The firm employs a rules-based, quantitative and qualitative investment approach with emphasis on asset allocation, and offers unique operational features such as a proprietary manager-ranking system and held-away account management through the Pontera® platform.