Jillian Brooks is a financial advisor at Cox Capital Management LLC with a Series 65 credential and two years of industry experience. Prior to joining Cox Capital Management, she worked at Centers for Learning UMASS Lowell and has experience in entrepreneurship through Cowabunga's Indoor Inflatable Playground. Cox Capital Management LLC serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, and proprietary quantitative analysis with a long-term investment orientation.

Jack Donius is an Investment Consultant at Fidelity Investments. He partners with clients to build, implement, and monitor comprehensive financial plans. He joined Fidelity Investments in 2021 and has held several roles including Customer Relationship Advocate, High Net Worth Service Associate, Financial Representative, and currently, Planning Consultant. This progression reflects his experience in client service and financial planning within the firm. Outside of his professional work, Jack enjoys social events with friends, playing golf, watching movies, and reading.

Kevin Kennedy is a financial advisor at Flying Point Financial, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Flying Point Financial in 2020, he worked at Morgillo Financial Management, Inc. for 19 years. Flying Point Financial is a privately owned registered investment adviser serving individual investors, high-net-worth households, retirement plans, trusts, estates, and corporations. The firm offers financial planning and wealth management services, managing portfolios largely on a discretionary basis using fundamental analysis across equities, fixed income, mutual funds, and ETFs.

Jason Haviland is a CFA® charterholder with 10 years of industry experience. He has been with Cottage Street Advisors since 2017, following a year at J. Bradford Investment Management. The firm serves individuals, trusts, estates, charitable trusts, and business entities, providing discretionary investment management, financial planning, and consulting. Cottage Street Advisors employs a fundamental, value-oriented investment approach combined with top-down macro assessments to manage portfolios using a variety of asset classes and strategies.

Patrick Dichter is a financial advisor at Appletree Financial Services LLC with a Series 65 credential and one year of industry experience. He has previously worked at Cultivate Advisors and RevLocal, and since 2021 has been involved with Appletree Business Services. Appletree Financial Services is a fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management, comprehensive financial planning, and retirement plan consulting, employing both passive and active strategies guided by Modern Portfolio Theory and tailored client preferences.

Jeffrey Kutz is a CFP® and CFA® with 33 years of industry experience. He is currently an investment advisor representative at ArborStone Financial, LLC and also serves as a registered representative with Purshe Kaplan Sterling Investments, Inc. Prior to joining ArborStone and PKS in 2026, he spent over three decades at Ameriprise. ArborStone Financial provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm follows a fundamentals-driven, primarily long-term investment approach using model portfolios composed of ETFs, mutual funds, and individual securities, and incorporates independent managers when appropriate.

Amy Mccoy is a financial advisor at Lincoln Management with 21 years of industry experience. She has been with Lincoln Management since 1996. Lincoln Management advises individuals, trusts, charitable organizations, and business entities, focusing on continuous investment supervisory services for a small client roster. The firm employs a fundamental analysis and buy-and-hold investment approach while also using short-term trades and other strategies as appropriate, with a distinctive two-advisor structure serving longstanding trustee relationships.

Rosemarie Connolly is the principal advisor at Connolly Financial Advisors, Inc. in Havertown, PA, holding CFP® certification and Series 63 and 65 licenses, with 23 years of experience in financial advising. She also operates a CPA practice providing tax and accounting services to individuals and various business entities. Connolly Financial Advisors offers wealth management, investment advisory, and comprehensive financial planning primarily for individual clients, as well as trusts, estates, charitable organizations, business entities, and retirement plans. The firm manages client portfolios on a non-discretionary basis through a manager-of-managers structure using the SEI Private Trust Company platform.

Ethan Brown is a financial advisor at Cox Capital Management LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Cox Capital Management since 2015. Cox Capital Management LLC serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, and quantitative analysis methods with a long-term investment approach.

Jasmine Gautam is a financial advisor at Launch Financial Planning with five years of industry experience. She holds a Series 65 designation and has worked at Launch Financial Planning since 2020, following eight years at New England Financial Planning Group. Launch Financial Planning is a small firm managing approximately $49.8 million in client assets, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates. The firm provides investment management, financial planning, and pension consulting services, combining fundamental research with technical and cyclical analysis to support both long-term and short-term investment strategies.

Peter Canniff is a CFP® with 28 years of industry experience and has been with Advanced Portfolio Design, LLC since 2006. He holds the Series 63 designation and is based in Westford, MA. Advanced Portfolio Design, LLC is a fee-only asset management and financial planning firm serving individuals, families, business owners, and select institutional clients. The firm employs an asset-allocation approach using modern portfolio theory, combining active and passive investment styles, and often manages accounts on a non-discretionary basis.

Ronald Dokus is a CFP® with 36 years of industry experience currently serving at Collaborative Wealth Advisors, LLC since 2023. He previously worked at Guardian Life Insurance Co and Park Ave Securities for 18 years. In addition to his advisory work, he provides tax preparation services and owns Dokus Financial Partners, LLC. Collaborative Wealth Advisors, LLC offers portfolio management, modular financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm manages approximately $84 million in discretionary assets, employing a tailored investment process that includes fundamental, technical, and cyclical analysis.

Jonathan Hahn is a financial advisor at NorthStar Capital Inc with one year of industry experience. He holds a Series 65 designation and has prior work experience including service in the United States Army and roles at automotive companies BMW and Toyota. NorthStar Capital serves wealthy individuals, families, and selected institutional accounts with discretionary management of long-only portfolios focused on long-term growth equity. The firm emphasizes fundamental research and regularly reviews client accounts, managing approximately $104.1 million in discretionary assets.

Brian Woodland is a financial advisor with Essex Private Wealth Management LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been involved with Essex Private Wealth Management since 2009 and also manages related entities including Huntwicke Financial, Inc. and Ipswich Brewery Partners. Outside of advisory work, he serves as president of Huntwicke Capital Group, a holding company overseeing various businesses including a beer brewery and a youth soccer training organization. Essex Private Wealth Management serves individuals, trusts, estates, retirement plans, and charitable organizations, providing customized wealth management and investment services. The firm employs a blend of fundamental and technical analysis with a mostly long-term investment approach and operates as a four-advisor team managing approximately $294 million.

George Kimball is a CFA® charterholder with 13 years of industry experience. He has been with Needham Advisory Corporation since 2018 and previously worked at Harbor Point Capital Management, LLC from 2015 to 2018. Needham Advisory Corporation is a fee-only investment adviser serving individuals, trusts, retirement plans, endowments, corporations, and non-profits. The firm combines fundamental and technical analysis with proprietary relative-value models to construct risk-managed portfolios and offers both managed accounts and standalone planning or consultation services.

Jonathan Dunlea is a financial advisor at United Advisors America with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise, Fidelity Investments, and Penn Mutual Life Insurance. Outside of his advisory role, he is involved with VisaNotary, an additional business activity. United Advisors America serves individual investors, particularly those near retirement, as well as pension and profit-sharing plans. The firm employs an investment approach based on Modern Portfolio Theory, utilizing model portfolios, tailored asset allocation, and quarterly reviews to manage accounts.

Rachel Decarolis is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. She has worked at Northstar Financial Planning, LLC since 2020 and was previously with Northstar Financial Planning, Inc. and Perennial Advisors Group, LLC. Northstar Financial Planning serves individual clients, including high-net-worth households, and provides advisory and consulting services to employer-sponsored retirement plans. The firm utilizes a strategic asset-allocation approach combining passive ETFs and active managers, often managing accounts on a discretionary basis, and integrates third-party technology to support automated rebalancing, tax-loss harvesting, and consolidated reporting.

Jane Johnson is the sole advisor at Business Transition Academy, Inc. in Gloucester, MA, holding a Series 65 credential with six years of industry experience. She has worked at Alliance Private Wealth, LLC since 2022 and was previously with Commonwealth Financial Network from 2019 to 2025. In addition to her advisory roles, Johnson serves as CEO and Chief Compliance Officer of Business Transition Academy, where she provides exit planning services and facilitates insurance implementations through her licensed insurance practice. Business Transition Academy acts as a solicitor connecting individuals and high-net-worth clients with third-party registered investment advisers, focusing on referral services rather than managing client assets or portfolios. The firm also offers exit planning analyses for business owners and does not charge percentage-of-assets-under-management fees, instead receiving compensation through disclosed solicitor arrangements.

Robin Young is a CFP® professional with 22 years of experience in financial advising. He has been with Northstar Financial Planning since 2003, working first at Northstar Financial Planning, Inc. and then at Northstar Financial Planning, LLC since 2020. Northstar Financial Planning serves individual clients, including high-net-worth households, and provides advisory and consulting services to employer-sponsored retirement plans. The firm employs a strategic asset-allocation, core-and-satellite approach that combines passive ETFs with selected active managers, and integrates third-party technology such as Betterment Advisor Solutions to support automated rebalancing and tax-loss harvesting.

Holly Cloutier is a financial advisor at Alliance Private Wealth, LLC with six years at the firm and a total of four years in the industry. Her prior experience includes roles at Commonwealth Financial Network and Private Jet Services. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and businesses, providing discretionary investment management, financial planning, and exit-planning services. The firm employs a primarily long-term, discretionary investment approach using diversified mutual funds, ETFs, individual equities, and bonds, supported by both fundamental and technical analysis.