Daniel Carman is a CFA® credentialed advisor with two years of industry experience. He is currently with Park State Asset Management LLC, having joined in 2025, and previously worked at Alapocas Investment Partners, Bank of America, Boston College Carroll School of Management, and State Street Bank. Outside of his advisory role, he serves as a portfolio manager at Alapocas Investment Partners. Park State Asset Management provides discretionary and non-discretionary investment management and consulting to individuals, charitable organizations, profit-sharing plans, and trusts. The firm emphasizes fundamental, business-oriented analysis and long-term ownership, focusing on concentrated global equity portfolios alongside conservative and balanced strategies tailored to client needs.

Kenneth Doerr is a financial advisor at Auour Investments LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Keystone Capital Corporation and Auour Advisory LLC since 2014. Auour Investments provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, family offices, trusts, estates, and charitable organizations. The firm uses proprietary asset-allocation models and a multi-factor quantitative framework to guide its investment strategies, combining direct management with broad third-party distribution through sub-advisory and signal service arrangements.

Brian Mclarney is a financial advisor with Merrimack Valley Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2003 and has been with Merrimack Valley Financial Advisors since 1998. In addition, he is president and sole shareholder of McLarney & Company, a CPA firm in Chelmsford, MA. Merrimack Valley Financial Advisors serves individual and institutional clients, including high-net-worth households and pension plans, providing discretionary portfolio management, model portfolio management, pension consulting, and comprehensive financial planning. The firm uses a client-centered process incorporating fundamental, quantitative, and qualitative research with regular portfolio reviews and rebalancing.

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Kaitlyn O'Neill is a financial advisor with Massachusetts Wealth Management, LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. She previously worked at Barclays Capital Inc and also has experience at the College of the Holy Cross. Massachusetts Wealth Management provides discretionary investment management to individuals, trusts, retirement plans, endowments, and charitable organizations. The firm employs a tactical asset allocation approach with a long-term orientation and constructs customized portfolios typically combining equities, fixed income, and ETFs.

Robert Rodriguez is a financial advisor at Concordia Wealth Management, LLC in Concord, MA, with 20 years of industry experience. He holds a Series 65 credential and has been with Concordia Wealth Management since 2012. Outside of his advisory role, Rodriguez serves as treasurer and director of the Lookout Foundation, a nonprofit focused on sustainable agriculture, forests, and youth at risk. Concordia Wealth Management is a fee-only advisory firm serving individuals, trusts, and corporations, including high-net-worth clients. The firm offers tailored wealth management, financial planning, and family office services, emphasizing client-specific strategies, fundamental analysis, and attention to cross-border and currency risk considerations.

Kaitlyn Carlson is a CFP® with 12 years of industry experience and currently works at Theory Planning Partners. Her prior experience includes roles at Civitas, Minot Wealth Management, and UBS Financial Services. Theory Planning Partners serves small- to mid-size business owners and their executives, as well as individual clients, trusts, and estates. The firm combines executive financial planning and corporate consulting with investment portfolio management, emphasizing long-term, diversified portfolios and coordination with clients’ other professional advisors.

Paul Fortin is a financial advisor with Harbor Island Capital LLC in Topsfield, MA, holding 27 years of industry experience. He has been with Harbor Island Capital since 1999. Harbor Island Capital provides discretionary, personalized portfolio management to high-net-worth individuals, associated trusts, and other legal entities, focusing on direct equity investments along with mutual funds or ETFs. The firm employs a fundamental, value-oriented stock-selection process with concentrated portfolios and emphasizes hands-on oversight for a small client base.

Jan Hagemeier is a financial advisor at Boston Harbor Investment Management with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sanford C. Bernstein & Co., LLC and Mitteldeutsche-Hartstein-Industrie AG. Outside of his advisory role, he serves as director of a family road construction and aggregates business in Germany and is CEO of Global Performance Distribution, LLC, which handles UK and European distribution for Boston Harbor. Boston Harbor Investment Management provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional clients, focusing on separately managed accounts of U.S. large-cap equities. The firm uses proprietary quantitative models emphasizing residual earnings to select low-beta stocks and offers various risk-control strategies, operating at a boutique scale with an emphasis on transparency through audited hypothetical back-tested performance.

Matthew Carpenter is a financial advisor at CFS Financial, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Truth Capital, LLC and College Funding Services. He also owns a consulting firm that assists families with the college admission and financial aid processes and does not receive commissions for this work. CFS Financial provides investment advisory and portfolio management services primarily to individual clients, using a long-term, Modern Portfolio Theory–based approach. The firm develops customized Investment Policy Statements and manages portfolios with ETFs, low-cost mutual funds, and legacy holdings, focusing mostly on non-discretionary asset management through unaffiliated Independent Managers.

Christopher McDonald is a financial advisor with US Advisory Group, holding Series 65 and Series 63 licenses and totaling eight years of industry experience. He has worked at LPL Financial, LLC since 2022 and previously spent six years with Private Client Services LLC. McDonald has been associated with US Advisory Group since 2010. US Advisory Group provides investment advisory services to individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and family office/wealth planning. The firm manages approximately $65.8 million across about 105 client relationships, primarily using model portfolios with exchange-traded funds and mutual funds, and monitors third-party money managers as part of its investment approach.

S. Mittelman is a CFP® and CFA® with four years of industry experience, currently serving as the sole advisor at Mittelman Wealth Management since 2021. Prior to founding the firm, Mittelman worked for six years at Fiduciary Trust Company. Mittelman Wealth Management offers discretionary investment management and comprehensive wealth-planning services to individuals, high-net-worth clients, endowments, foundations, and other entities. The firm employs a variety of investment strategies including fundamental and cyclical analysis and modern portfolio theory, while also providing specialized nonprofit and philanthropic advisory services.

Frederick Mcdonald is a financial advisor with US Advisory Group, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at LPL Financial, LLC since 2022 and previously spent six years with Private Client Services. Mcdonald is president of US Advisory Group, an independent registered investment advisor he has been involved with since 2013. US Advisory Group serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, consulting, and family office services. The firm manages approximately $61 million across about 100 client accounts and uses a combination of mutual funds, ETFs, model portfolios, and third-party sub-advisers within a framework that incorporates fundamental, technical, and cyclical analysis along with modern portfolio theory.

Marcel Quiroga is a financial advisor at TQM Wealth Partners with 20 years of industry experience. He holds a Series 66 designation and has been with TQM Wealth Partners since 2016. Outside of his advisory role, he serves on the Board of Trustees Overseer at Salem State University and is president and founder of The Legacy Dialogues, a nonprofit providing educational programs on philanthropy. TQM Wealth Partners is a supported registered investment adviser managing approximately $124 million for about 65 clients, including individuals, small businesses, foundations, and charitable organizations. The firm employs a globally diversified, long-term investment approach that integrates fundamental, technical, and cyclical analysis, offering both financial planning and investment management services.

Laura Mok is a CFP® professional with two years of experience currently serving at Park State Asset Management LLC. She previously worked at Alapocas Investment Partners, Inc. for six years and East Coast Asset Management for eight years. At Alapocas, she held multiple roles including Chief Compliance Officer, trader, and head of operations. Park State Asset Management provides discretionary and non-discretionary investment management and consulting services to individuals, charitable organizations, profit-sharing plans, trusts, and other entities. The firm focuses on fundamental, business-oriented analysis and long-term ownership, typically maintaining concentrated Global Equity portfolios alongside Conservative and Balanced strategies aligned with client needs.

Wayne Pastel is a financial advisor at Single Track Financial, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Duval Klasnick And Pastel LLC since 2009, Single Track Financial since 2005, and Purshe Kaplan Sterling Investments since 2003. In addition to his advisory work, he is a practicing attorney and licensed insurance agent. Single Track Financial provides portfolio management, investment advisory, tax compliance, and wealth planning services to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $34 million across a small client base, tailoring portfolios using fundamental, technical, and cyclical analysis combined with in-house and third-party research.

Robert Kuftinec is a financial advisor at Auour Investments LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Keystone Capital Corporation and Auour Advisory since 2014. He is also a partner at Auour Advisory LLC, where he provides strategic consulting services to private and public corporations. Auour Investments offers portfolio management services to individuals, high-net-worth clients, trusts, estates, family offices, and charitable organizations. The firm uses proprietary asset-allocation models and a quantitative approach, including its Auour Regime Model, to guide investment decisions with a preference for ETF-based allocations.

Lyn Parker is a CFP® with 13 years of experience in financial advising, currently practicing at Whitman Financial Services, LLC. She previously worked at LPL Financial for nine years. Parker serves on the board of the Newburyport Society for the Relief of Aged Women and is involved as a guest speaker and a FINRA arbitrator. She also operates a general law practice alongside her financial advisory role. Whitman Financial Services provides financial planning and consulting to individuals, including trusts, estates, retirement plans, and select high-net-worth clients. The firm emphasizes fundamental analysis and long-term asset allocation, typically using mutual funds and ETFs, and charges clients on an hourly or fixed-fee basis rather than as a percentage of assets.

Renato Mastrogiovanni is a financial advisor at Healthview Asset Management, Inc. with 11 years of industry experience. He previously worked at Healthview Services, Inc. for over a decade and serves as president of both Healthview Services, Inc. and Healthview Advisory Services, Inc. He is also the chief investment officer of Bennington Asset Management, Inc. and a board member of the Retirement Income Industry Association. Healthview Asset Management provides fee-based investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and institutions. The firm offers customized portfolio management using both fundamental and technical analysis, along with retirement- and healthcare-focused programs that utilize actuarial algorithms to project related costs and funding needs.

Ryan Briggs is a Series 65-licensed financial advisor with Paramount Financial in Danvers, MA. He has been with Paramount Financial since 2021 and also has experience at BB LLC and DWB Tax and Insurance Services. Outside of financial advising, he was involved with Pushcart Cafe for five years. Paramount Financial serves individual and high-net-worth clients through discretionary asset management and financial planning. The firm’s investment approach combines strategic and tactical asset allocation with periodic rebalancing and fundamental analysis to align portfolios with client goals and risk tolerance.