William Furber is a financial advisor at Park State Asset Management LLC with 40 years of industry experience. He previously worked at Raymond James & Associates for nine years before joining Park State in 2025. He holds Series 63 and Series 65 licenses. Park State provides discretionary and non-discretionary investment management and consulting services to individuals, charitable organizations, profit-sharing plans, and trusts. The firm emphasizes fundamental, business-oriented analysis and long-term ownership, typically focusing Global Equity portfolios on 15–20 high-quality companies while also offering Conservative and Balanced strategies tailored to client needs.

Lonnie Mayer is a financial advisor at Good Harbor Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Investment Center Inc and LPL Financial. Mayer provides administrative support to Good Harbor Advisors alongside his advisory role. Good Harbor Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and pension consulting, using a combination of customized allocations and multiple investment analyses, supported by AI tools for service delivery.

James Baga is a financial advisor with Essex Private Wealth Management LLC, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. He has been affiliated with Huntwicke Securities, LLC and Huntwicke Advisors, LLC since 2016. Essex Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, managing approximately $330.5 million for about 216 clients. The firm’s investment approach primarily utilizes mutual funds and ETFs with a generally long-term orientation, incorporating both fundamental and technical analysis along with internal due diligence.

Abigail Lowell is a financial advisor with Gallugi Wealth Management, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. She previously worked at Purshe Kaplan Sterling Investments from 2021 to 2024 and has been affiliated with Michael J. Gallugi, CPA since 2014, providing tax and accounting services. Outside of her advisory role, she is a licensed insurance professional. Gallugi Wealth Management offers discretionary investment management to individuals and charitable organizations, combining portfolio construction and supervision with in-house accounting and tax services. The firm uses a fundamentally driven, primarily long-term investment approach with diversified mutual funds and ETFs, while also incorporating tactical strategies and alternative investments when appropriate.

Joshua Massey is a financial advisor based in Ipswich, MA, with 21 years of industry experience. He holds a Series 65 designation and has been working as an advisor since 1994. Outside of his advisory role, he is a member of Cameron-Elmwood Realty, LLC, where he provides input on lease negotiations and extraordinary issues. His firm offers discretionary investment management services to individuals, high-net-worth clients, trusts, and estates, managing approximately $97 million in client assets. The firm focuses on closed-end fund event opportunities and utilizes borrowing strategies to actively manage portfolios.

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.

Grant Spradlin is a financial advisor at First Light Investment Advisors with a Series 65 credential and three years of industry experience. He has held roles at several firms including Vertesia, iSOFTSTONE, Orange Logic, Nuxeo, and Salesforce. Outside of financial advising, he serves as Vice President of Product for Composable Prompts, an AI software development company. First Light Investment Advisors provides fee-based, discretionary portfolio management and custom advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy with fundamental, technical, and cyclical analysis to manage portfolios, using listed securities, options, and cash positions for risk management.

Michael Finer is a CFP® professional with 21 years of experience in financial advising. He has been with Finer Wealth Management, Inc. since 1996 and also serves as president and CPA of Finer Financial & Tax, Inc., a firm he founded in 1995. Finer Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides financial planning, discretionary portfolio management, and integrated wealth management, managing approximately $249.7 million in assets for about 244 clients.

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 companies. Lighthouse Financial serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing wealth management, financial planning, and retirement-plan advisory services. The firm employs a long-term, discretionary investment approach that integrates fundamental and technical analysis to create diversified portfolios primarily composed of ETFs, mutual funds, and individual equities.

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 three years of industry experience. His prior work includes roles at Citizens Inn, New England Investment & Retirement Group, ECCF, and Anchor Capital Advisors. First Light Investment Advisors provides fee-based, discretionary portfolio management and custom advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm applies a tactical allocation strategy using fundamental, technical, and cyclical analysis to manage portfolios, including trading listed securities and options.

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.

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.

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.