Robert Deiana Jr. is a financial advisor at Lighthouse Financial, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TQM Wealth Partners and Edward Jones. In addition to his advisory role, he is a licensed insurance agent for annuities, life, health, and long-term care insurance through various unaffiliated insurance companies. Lighthouse Financial, LLC is an SEC-registered investment adviser offering discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $114 million in client assets and typically constructs diversified, long-term portfolios using ETFs, mutual funds, and individual equities with generally low turnover.

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.

Douglas Soons is a financial advisor with Revolution Capital, Inc in Salem, MA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Revolution Capital since 2000. Outside of his primary role, he co-owns Sanderling Expat Advisors, a financial advisory firm serving American citizens and green card holders living in France. Revolution Capital provides financial planning and discretionary investment management to individuals, business owners, and trusts, managing approximately $44 million in discretionary assets. The firm serves a small client base with portfolios built from diversified allocations of index funds, ETFs, mutual funds, and individual equities, emphasizing tailored financial plans and periodic rebalancing.

Russell Obrien is a financial advisor at Nu Paradigm Investment Partners L.L.C. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aberdeen Standard Investments, Inc. and Wall Street Access Asset Management. He has been with Nu Paradigm since 2014. Nu Paradigm Investment Partners is a small registered investment adviser that offers discretionary investment management and retirement-plan advisory services to institutional and individual clients. The firm focuses on customized, long-term portfolios and provides fiduciary 3(38) services alongside plan-sponsor support such as investment policy development and benchmarking.

Duncan Perry is a financial advisor at Smarter Bear Financial Advisory with a Series 65 designation and two years of industry experience. Before joining Smarter Bear LLC, he worked at Numerated Growth Technologies, Klaviyo, and Charles River Development. He also provides executive management consulting for high-tech companies. Smarter Bear Financial Advisory offers Financial Life Planning and investment advising for individuals, trusts, and estates, focusing on clients with complex asset situations such as private company stock and business ownership stakes. The firm uses an asset-allocation framework that includes non-public and non-securities assets and typically operates on a largely non-discretionary basis.

Adam Neves is a financial advisor at First Light Investment Advisors in Manchester, MA, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at several firms including Anchor Capital Advisors and New England Investment & Retirement Group prior to joining First Light. First Light Investment Advisors provides fee-based, discretionary portfolio management primarily to individual investors, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset allocation strategy that incorporates fundamental, technical, and cyclical analyses, managing approximately $12.4 million in assets across about 41 client relationships.

William Guglielmo D'annibale is a financial advisor with American Retirement & Investment Strategies, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with the firm since 2006. In addition to his advisory role, he operates an insurance agency offering various insurance products. American Retirement & Investment Strategies provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs a documented client profile and Investment Policy Statement to guide investment choices, utilizing a combination of fundamental and technical analysis and a proprietary Dynamic Portfolio equity strategy.

William Herbert is a Series 66-licensed advisor at Balanced Wealth Management, LLC with three years of industry experience. He previously worked at Guardian Life and has been involved in insurance sales and implementation of insurance recommendations. Balanced Wealth Management provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages customized, primarily long-term portfolios using mutual funds, ETFs, and occasional third-party managers, and offers retirement plan advisory services including ERISA fiduciary support and participant education.

Owen Hyland is a financial advisor at Family Partners Capital, LLC with one year of industry experience. Prior to joining Family Partners Capital, he worked at Empaxis Data Management and Portolan Capital. He has also been involved with Faraday West Indies Rum, a business that is currently winding down operations. Family Partners Capital provides discretionary portfolio management primarily to high-net-worth individuals, endowments, and foundations. The firm employs a concentrated equity approach combined with active use of options and trading strategies, conducting monthly portfolio reviews under discretionary authority.

Joseph Rosano is a financial advisor at R.A.I. Financial Services, Inc. with 25 years of industry experience. He holds a Series 65 designation and has operated Rosano Associates, Inc. since 1998. R.A.I. Financial Services is a fee-only advisory firm that provides comprehensive financial planning and investment management to individuals, retirement accounts, trusts, and small businesses. The firm follows asset-allocation principles based on Modern Portfolio Theory, emphasizing global diversification through no-load and low-load funds and ETFs, primarily managing accounts on a discretionary basis.

Samuel Cohen is a CFP® and CFA® with four years of industry experience. He is currently an advisor at Park State Asset Management LLC and has previously worked at firms including Securities America Advisors, Alpha IR Group, Santander Securities, BlackRock Investments, and Raymond James Financial. Park State Asset Management LLC provides discretionary and non-discretionary investment management and consulting services to individuals, charitable organizations, profit-sharing plans, trusts, and other entities. The firm’s investment approach emphasizes fundamental, business-oriented analysis and long-term ownership, typically focusing Global Equity portfolios on 15–20 high-quality companies with strategies tailored to client time horizons, liquidity needs, and risk tolerance.

Brian Boswell is a CFP® professional at Newbridge Wealth Management in Malden, MA, with 13 years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, 529 Expert, LLC, and Savingforcollege.com. Newbridge Wealth Management is an independent, fee-only registered investment adviser serving individuals and a variety of institutional clients. The firm offers comprehensive financial planning and a macro-tactical investment approach that emphasizes asset-class allocation, using a mix of index funds, active managers, and non-traditional assets, with a client base that includes several specialized institutional segments.

Lawrence Derany is a financial advisor at Smarter Bear Financial Advisory with a Series 65 designation and two years of industry experience. Prior to joining Smarter Bear, he worked for ten years at Tibco Software Inc. He also engages in management consulting for high-tech firms specializing in software and data sciences. Smarter Bear Financial Advisory provides Financial Life Planning and investment advising to individuals, trusts, and estates, focusing on clients with complex asset situations such as pensions, private company stock, and ownership stakes. The firm integrates non-public and non-securities assets into its asset-allocation framework and typically operates on a largely non-discretionary basis.

Jonathan Iannacone is a financial advisor at Wernau Asset Management with 11 years of industry experience. He holds a Series 65 designation and has been with Wernau Asset Management since 2014. In addition to his advisory role, he is the founder and CEO of Verge Advisors LLC, a business consulting firm serving private companies. Wernau Asset Management provides fee-based discretionary and non-discretionary investment management and consulting to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a value-oriented investment approach and offers services ranging from hourly consulting to family office planning for complex client needs.

Brian Woodland is a financial advisor with Essex Private Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Essex Private Wealth Management since 2009 and is also involved in several business ventures, including his role as president of Huntwicke Capital Group, which oversees various enterprises such as Ipswich Brewery Partners and Skillz Check Soccer, a youth soccer training organization. Essex Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, managing approximately $330.5 million across about 216 clients. The firm offers discretionary and non-discretionary investment management along with comprehensive wealth planning, using a mix of mutual funds and ETFs with a long-term investment approach supplemented by both fundamental and technical analysis.

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.

Kevin Norwood is a CFP® with 18 years of industry experience, currently serving as an Investment Advisor Representative at New England Schooner, Inc., where he has worked since 2010. He also holds Series 63 and Series 65 licenses and has been affiliated with Royal Alliance Associates, Inc. since 2007. In addition to his advisory role, Norwood provides clients with term, universal, and variable universal life insurance products. New England Schooner, Inc. offers portfolio management, financial planning, and pension consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach is based on fundamental analysis and tailored to client goals and risk tolerance, with portfolios that include mutual funds, ETFs, equities, options, and other securities.

Douglas Wisentaner is a financial advisor at MariPau Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Apex Wealth, Euclid Financial Services, and Strategies For Wealth Management. In addition to his advisory role, he is also an insurance agent specializing in life insurance and fixed annuities. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and business entities. The firm operates as a fiduciary, managing discretionary portfolios that include mutual funds, ETFs, individual securities, and model strategies, while offering financial planning, consulting, and educational seminars.

Alonzo Tredwell is a financial advisor at Vital Investment Management LLC with 28 years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at PIMCO Investments LLC and Fidelity. Outside of his advisory role, he is a consultant with Red Door 80. Vital Investment Management is a five-advisor firm managing approximately $284 million for individual and high-net-worth clients. The firm employs a value-oriented, long-only strategy combined with strategic and tactical asset allocation, and integrates planning tools alongside AI-supported research and operational functions.

James Fonzi is a CFA® charterholder and an advisor with Breakwater Capital Group, where he has worked since 2025. He has one year of industry experience and previously worked at Deloitte & Touche LLP for four years, as well as roles at US Financial Technology and Morgan Stanley & Company. Breakwater Capital Group provides investment advisory and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm constructs diversified portfolios using fundamental analysis and employs active strategies such as margin transactions and options, tailoring allocations to client objectives and risk tolerance.