Michael Downey is a financial advisor at Cadence Wealth Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Cadence Wealth Management since 2010, as well as at Purshe Kaplan Sterling Investments since 2012. At Cadence, he serves as Vice President of Client Experience, focusing on back-office operations and advisor business tracking. Cadence Wealth Management is an SEC-registered advisory firm that provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, and trusts. The firm employs a long-term core asset allocation approach combined with tactically managed, technically driven strategies using proprietary rule-based models.

Jason Weiss is a financial advisor with Byrne Financial Freedom, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Byrne Financial Freedom and LPL Financial since 2016 and was previously with Santander Securities LLC from 2012 to 2016. Byrne Financial Freedom provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a primarily long-term, fundamental analysis approach, using low-cost mutual funds, ETFs, and, when appropriate, individual securities, with ongoing portfolio monitoring, rebalancing, and tax-management strategies.

John Maher is a financial advisor with New Harbor Financial Group, LLC in Worcester, MA. He holds a Series 65 credential and has two years of industry experience. Prior to joining New Harbor Financial Group, he worked at Gordon Brothers LLC and held various roles at Northeastern University and The TJX Companies Inc. New Harbor Financial Group provides investment management, wealth management, and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages discretionary accounts primarily through model portfolios and utilizes a range of strategies including derivatives, options, and ETFs with digital-asset exposure.

Gary Boyt is a financial advisor with NFSG Corporation in Woonsocket, RI, holding a Series 66 designation and 26 years of industry experience. He has worked at Newbridge Financial Services Group and Newbridge Securities Corporation since 2020, and previously spent nine years with Cambridge Investment Research. Outside of his advisory role, he owns and operates a tax preparation business serving individuals and small businesses. NFSG Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning for individuals, pension plans, trusts, and charitable organizations. The firm tailors portfolios based on client objectives and risk tolerance, using a blend of fundamental, technical, and cyclical analysis alongside both long- and short-term strategies.

Gregg Parker is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 credential and 28 years of industry experience. He has worked at Geneos since 2023 and previously was with American Portfolios Financial Services, Inc. and Cambridge Investment Research. Outside of his advisory role, he serves as a varsity assistant football coach at Northbridge High School. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers, using a variety of investment strategies across discretionary and non-discretionary accounts.

Robert Macarthur is a CFP® professional with 32 years of industry experience, currently serving at ValMark Advisers, Inc. He has a history with Northwestern Mutual spanning over two decades and operates MacArthur Financial, LLC, focusing on executive benefits consulting. Additionally, he holds a non-voting shareholder position at Trove Private Wealth, where he contributes to wealth management and executive benefits advisory. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, incorporating both proprietary and third-party platforms and offering ongoing account monitoring and periodic reviews.

David Ojerholm is a financial advisor with The AmeriFlex Group in Worchester, MA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cambridge Investment Research, LPL Financial, and Mass Mutual Investors Services. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a large network of advisory affiliates. The firm offers portfolio management and financial planning services, delivering customized strategies via model asset allocations, discretionary or non-discretionary manager relationships, and both wrap and non-wrap programs.

John Gentry is a CFP® professional with 18 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. He previously worked at Twelve Points Wealth Management, Asset Strategy Advisors, LLC, and Global Retirement Partners, LLC. Outside his advisory role, he volunteers on investment committees and as a trustee for regional United Church of Christ endowments and consults on product design and market segmentation for financial wellness software. RMR Wealth Builders, Inc. is a multi-team SEC-registered advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, retirement plan services, sub-advisory services, and educational seminars, with a range of specialty advisory options including annuity management and digital asset programs.

Paul Careau is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been affiliated with Bolton Global Capital since 2008 and Bolton Global Asset Management since 2022. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm employs an IAR-driven approach that tailors portfolios to client goals and risk tolerance, utilizing a mix of mutual funds, ETFs, equities, and fixed income with a long-term orientation and tactical flexibility.

Robert Oftring is a financial advisor with Capitol Securities Management, Inc. in Worcester, MA, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Capitol Securities since 2009. Outside of his advisory role, he is a partner in a real estate development business involving the purchase, development, and management of two buildings. Capitol Securities Management serves individual investors, high-net-worth clients, institutions, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting through a combination of broker-dealer and registered investment adviser services. The firm delivers investment advice via IAR-managed programs, separately managed accounts, model portfolios, and third-party money managers.

John Kelley Jr. is a financial advisor at Capitol Securities Management, Inc. in Worcester, MA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Capitol Securities Management since 2005. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs including separately managed accounts and third-party money managers, offering tailored investment strategies through a network of adviser representatives.

David Way is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and five years of industry experience. Prior to joining Vanderbilt in 2020, he worked for four years at the Norfolk District Attorney's Office. He is also licensed as an insurance producer, providing fixed insurance products to clients. Vanderbilt Advisory Services serves a broad range of clients, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation through fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management, proprietary models, and access to third-party sub-advisors and digital platforms.

Austin Porchelli is a financial advisor with Foundations Investment Advisors LLC in Worcester, MA, holding Series 63 and Series 65 credentials with five years of industry experience. He has worked at Foundations Investment Advisors since 2021 and is also involved with Help to Retire as an insurance and annuity producer. Foundations Investment Advisors is a registered investment adviser serving individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices, offering investment management, financial planning, and tax coordination using a combination of fundamental, technical, and cyclical analysis.

Michael Houssan is a financial advisor with The AmeriFlex Group in Worcester, MA, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Cambridge Investment Research, Integrated Wealth Concepts, LPL Financial, and Mass Mutual Investors Services. Outside of his advisory work, he owns and operates Houssan & Ojerholm, PC, a certified public accounting firm. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering strategies through various model allocations and discretionary manager relationships.

Jacob Clark is a financial advisor at ValMark Advisers, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Trove Private Wealth and WIS International. Clark also has experience assisting lead advisors with planning and data preparation at Trove Private Wealth. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing a combination of mutual funds, ETFs, and separate-account managers.

Mohammed Siddiqui is a financial advisor at Wealthcare Advisory Partners LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Trilogy Financial, and National Planning Corporation. Outside of his advisory role, he serves as president of Solution Sales Management LLC, a consulting firm focused on clean energy and transportation. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that incorporates behavioral economics and quantitative measures to construct diversified, long-term portfolios.

Lawrence Sasso is a financial advisor at Bison Wealth, LLC with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Bison Wealth, he worked at Broker International Financial Services and has maintained ongoing roles with Tarkenton Financial and Lawrence Sasso Insurance & Financial Services, Inc. He serves as an adjunct professor at Quinsigamond Community College, is the Commander of American Legion Post 201, and sits on the Worcester State University Board of Trustees. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm emphasizes outcome-focused, multi-manager model portfolios combining tactical and strategic allocations across liquid and private-market strategies, and offers specialized investment options including an options-based Overlay strategy and access to third-party managers.

Caleb Procaccini is a Series 66-credentialed advisor with ValMark Advisers, Inc. in Plainville, MA, and has one year of industry experience. His prior work includes roles at Trove Private Wealth and Leigh Baldwin and Company, LLC. Outside of finance, he has involvement with youth lacrosse through the Nemasket Riverhawks. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizes proprietary and third-party platforms, and offers investment-company products and index licensing arrangements.

Zaven Yarumian is a financial advisor at IP Financial Advisory Services LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Innovation Partners LLC. He is also president of Z.A. Yarumian & Co., a marketing consulting sole proprietorship serving investment managers. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, and consulting services. The firm focuses on personalized portfolios and discretionary management strategies, emphasizing service to non-high-net-worth retail investors and retirement plan participants.

Bryan Gravel is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked with Flagship Harbor Advisors and LPL Financial since 2016. Gravel is also licensed to sell non-variable insurance products, including disability, life, LTC, and fixed annuities. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a range of investment strategies including fundamental and technical analysis across mutual funds, ETFs, individual securities, and managed accounts.