Alyx Cox is a CFP® professional with 15 years of industry experience, currently affiliated with Kaizerman & Associates, LLC in Natick, MA. Her prior roles include positions at OSAIC, Kovitz Securities, Kovitz Investment Group Partners, Northwestern Mutual Investment Services, and Thomas Canale. In addition to financial advising, Cox is an Enrolled Agent with the IRS and provides tax preparation services. Kaizerman & Associates, LLC serves individual and high-net-worth clients, trusts, charitable organizations, and small businesses with non-discretionary portfolio management and comprehensive financial planning. The firm emphasizes client approval of trades, incorporates fundamental, technical, and asset-allocation analysis, and offers additional services such as tax preparation support and a maintained Beneficiary Directory.

Victor Melfa III is a financial advisor with Factor Investing Group, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked with Melfa Wealth Management LLC dba Factor Investing Group since 2021 and previously held roles at Kestra Advisory and Kentra Investment Services, Inc. Factor Investing Group provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm utilizes an evidence-based, factor-oriented investment approach incorporating academic research, quantitative methods, fundamental analysis, and macroeconomic assessment, typically implementing portfolios through low-cost ETFs and mutual funds.

Joshua Paul is a CFP® with 31 years of experience in the financial services industry. He is currently with Bartholomew & Company Wealth Management, LLC and has been affiliated with Bartholomew & Company, Inc. and Commonwealth Financial Network since 1995. He is also involved in fixed insurance sales at his branch location. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, comprehensive financial planning, and fee-for-service wealth management and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, nonprofits, municipalities, and other institutional clients. The firm uses firm-developed model portfolios and customized asset allocations that combine active, passive, and core-satellite strategies, with an emphasis on short-term, high-grade fixed income and municipal bond strategies.

Maxim Caron is a financial advisor at Zen Wealth Advisors, LLC with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Zen Wealth Advisors, he worked at Fidelity Investments and has a diverse background including roles in education and public service. Zen Wealth Advisors provides portfolio management and integrated financial planning primarily for individual and high-net-worth clients, also serving pension and profit-sharing plans. The firm uses fundamental analysis and a long-term trading approach, offering clients regular portfolio monitoring and written investment policy statements.

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.

Matthew Najemy is a Series 65-licensed advisor at LTG Capital LLC with one year of industry experience. Prior to joining LTG Capital, he held roles at Boston College, The Heights, and University of Connecticut. Outside of his advisory work, he has been involved with the Pan-Mass Challenge and 6AM Health. LTG Capital provides financial planning and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm uses a combination of charting, fundamental, technical, and cyclical analysis methods and offers both long-term and short-term investment strategies.

Robert Kea is a CFA® charterholder with eight years of industry experience. He is currently an advisor at GreenPort Capital Advisors and has prior experience at Putnam Investments, where he worked from 1989 to the present. GreenPort Capital Advisors provides personalized investment and financial management services to individuals, families, retirement plans, trusts, estates, charitable organizations, and investment companies. The firm emphasizes a long-term, diversified approach using fundamental and technical analysis, with attention to tax and liquidity considerations.

John Smitka Jr. is a financial advisor with Signal Ridge Capital Partners, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Signal Ridge since 2013 and has held roles at Tiedemann & Associates Investment Advisors Inc. and Penguin Global Wealth Management LLC since 2008 and 2007, respectively. Outside of his advisory work, he serves on the investment committee of the Crotched Mountain Foundation, a nonprofit educational facility for special needs, participating in investment decisions for the foundation’s endowment. Signal Ridge Capital Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, business entities, and qualified plans. The firm utilizes a proprietary strategic asset-allocation approach and offers customizable model portfolios, employing a wide range of investment instruments while maintaining ongoing monitoring and rebalancing.

Kevin Pizzotti is a financial advisor at LTG Capital LLC in Framingham, MA, holding a Series 65 credential with 17 years of industry experience. He has been with LTG Capital since 2008. LTG Capital provides financial planning and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm employs a range of security analysis methods, including charting and fundamental techniques, and manages portfolios with both long-term and short-term strategies, typically exercising discretionary trading authority.

Charles Lawson is a CFP® with 32 years of experience in the financial advisory industry. He has been with Heritage Financial Network, Inc. since 1986. Outside of his advisory work, Lawson is an ice skating instructor, dedicating several hours per week to teaching. Heritage Financial Network, Inc. is an independent firm that provides fee-based investment advisory and financial planning services to a variety of clients including individuals and institutions. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across diverse asset classes to manage risk and pursue performance improvements.

Paul Travis is a financial advisor with Community Financial Group, Inc. in Marlborough, MA, holding Series 63, 65, and 66 licenses and possessing 22 years of industry experience. He has been with Community Financial Group since 2003. Community Financial Group, Inc. offers customized investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm manages client assets on a discretionary basis, employing a range of investment vehicles and strategies, often utilizing third-party managers and sub-advisors, while incorporating insurance consulting through its relationship with DPL Financial Partners.

James Jasinski is a financial advisor at Cape Ann Capital, Inc. in Concord, MA, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with Cape Ann Capital since 2009. 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 based on multi-factor risk models and maintaining a strict personal trading policy for employees.

Barbara Linnard is a financial advisor at Linnard Financial Management & Planning, Inc. with 23 years of industry experience. She holds a Series 65 designation and has been with the firm since 2002. Linnard Financial Management & Planning serves individuals, families, and trusts with a focus on retirement and comprehensive financial planning. The firm employs a risk-focused investment approach using primarily low-cost exchange-traded funds and no-load mutual funds, offering several management styles tailored to client preferences on a discretionary or non-discretionary basis.

Ashley Riley is a financial advisor at Bartholomew & Company Wealth Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at Commonwealth Financial Network since 2016. Riley also engages in fixed insurance sales as a minor part of her business activities. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, pension plans, nonprofits, and municipalities. The firm uses a combination of active, passive, and core-satellite investment strategies supported by institutional research and emphasizes fixed income and municipal bond strategies for institutional and high-net-worth clients.

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.

William Ryan is a financial advisor at Bartholomew & Company Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Ryan Financial Inc. and Commonwealth Financial Network. Ryan is also the owner of WK Ryan Wealth Management, LLC, a private entity involved in securities, advisory, and insurance activities. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, nonprofits, municipalities, and other institutions. The firm uses a combination of active, passive, and core-satellite investment strategies supported by institutional research, and offers both standalone financial planning and portfolio management services.

Tara McDermott is a financial advisor at Bartholomew & Company Wealth Management, LLC with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Commonwealth Financial Network and Ryan Wealth Advisors, among other firms. McDermott is also a managing member of Ryan-McDermott Wealth Management LLC, a private entity that facilitates securities, advisory, and insurance business. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan consulting to individuals, high-net-worth clients, nonprofits, municipalities, and institutional clients. The firm employs a combination of active, passive, and core-satellite portfolio strategies supported by institutional research and offers both standalone financial planning and portfolio management services.

Heather Girolamo is a financial advisor with Bartholomew & Company Wealth Management, LLC in Worcester, MA. She holds a Series 66 designation and has 22 years of industry experience. Prior to joining Bartholomew, she worked at Ryan Wealth Advisors, Commonwealth Financial Network, and Ryan Financial Advisors. She is also the owner of Birch City Ventures, LLC, a private entity involved in securities, advisory, and insurance business. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan consulting to individuals, high-net-worth clients, institutions, and nonprofits. The firm uses firm-developed model portfolios combined with active, passive, and core-satellite strategies, emphasizing short-term, high-grade fixed income and municipal bonds for institutional clients.

Devon Cooney is a financial advisor at Bartholomew & Company Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Commonwealth Financial Network, SG Wealth Management Group, Cambridge Investment Research Advisors, and Charles Schwab. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, nonprofits, municipalities, and institutional clients. The firm uses a combination of active, passive, and core-satellite strategies with an emphasis on fixed income and municipal bonds, offering both standalone financial planning and portfolio management services.

James Daron is a financial advisor at Concordia Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Concordia Wealth Management since 2013. Concordia Wealth Management is a fee-only advisory firm serving individuals, trusts, and corporations, including high-net-worth clients. The firm provides tailored wealth management, financial planning, investment management, and family office services, emphasizing fundamental analysis and client-specific strategies, with particular expertise in cross-border considerations and currency risk.