Russell Almstrom is a financial advisor at AAF Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Clinton Savings Bank. Outside of his advisory role, he is involved in managing a rental property in Kissimmee, Florida. AAF Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, trusts, retirement plans, non-profits, and business entities. The firm employs a manager-selection process combining quantitative and qualitative analysis and offers discretionary asset management across a range of investment types.

Emily Levine is a financial advisor at AAF Wealth Management, LLC with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at AAF Wealth Management since 2019, including her current role starting in 2024, as well as prior experience at Financial Foundations. AAF Wealth Management serves individual and high-net-worth clients, trusts, pension plans, non-profits, and institutions through asset management, financial planning, and pension consulting. The firm emphasizes asset allocation and uses a rules-based fund manager selection process with both quantitative and qualitative analysis, offering portfolios that include stocks, bonds, ETFs, options, and private equity, along with tax-aware investment considerations.

Gary Sherr is a financial advisor with Carl P. Sherr & Co., LLC in Worcester, MA, holding Series 63 and Series 66 credentials and possessing 40 years of industry experience. He has been with Carl P. Sherr and Company since 1986. Carl P. Sherr & Co. provides investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm develops individualized investment policies focusing on asset allocation and long-term holdings, employs a team approach with centralized oversight, and uses platforms such as eMoney and Fidelity Institutional Wealth Services to support its services.

Frederick Lane is a financial advisor at Finivi Inc. with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Aspencross Wealth Management, Inc. and Signator Investors, Inc. Lane is also involved in insurance brokerage services, providing consulting and fixed insurance products. Finivi Inc. manages approximately $258 million in client assets, serving individuals, retirement accounts, trusts, estates, charitable organizations, and business entities. The firm employs an active, core‑satellite investment approach combined with personalized investment policy statements and offers a range of financial planning and consulting services, including specialized support for career transitions and divorce financial analysis.

John Llodra is a CFP® with 21 years of experience in the financial services industry, currently serving at New Harbor Financial Group, LLC since 2005. He is a co-trustee of the Llodra Family Gift Trust and participates in financial planning and investment decisions for the Groton Conservation Trust. Additionally, he is a co-owner and member of New Harbor Acquisition Partners, LLC, a business acquisition search firm. New Harbor Financial Group serves individual and high-net-worth investors, trusts, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary investment management using model portfolios and employs a range of strategies including derivatives and option strategies, while also conducting educational seminars and workshops.

Julie Drainville is a CFP® and ChFC® with six years of industry experience. She is currently with AAF Wealth Management, LLC and has previously worked at firms including Kintra Wealth, Mutual Securities, and Northwestern Mutual. AAF Wealth Management serves individual and high-net-worth clients, trusts, pension plans, non-profits, and other institutions through asset management, financial planning, and pension consulting. The firm focuses on asset allocation and a rules-based fund manager selection process combined with tax-aware considerations and uses a proprietary manager-ranking system to guide portfolio construction.

Edward Zywien is a financial advisor at Concord Wealth Partners with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Concord Wealth Partners since 2021 and Coppertree, LLC since 2011. In addition to his advisory role, he engages in insurance sales for a few hours weekly during trading hours. Concord Wealth Partners is a team-based registered investment adviser managing approximately $1.07 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, tailoring allocations to client objectives and employing a range of investment strategies that include mutual funds, ETFs, alternatives, and more complex instruments as appropriate.

Andrea Lucey is a CFP® and ChFC® professional with 21 years of industry experience. She has worked at Carr Financial Group since 2022 and previously operated the Lucey Advisory Group and worked with LPL Financial. Carr Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a portfolio approach focused on strategic asset allocation using diversified mutual funds and ETFs, with discretionary management and a family office practice under a separate fee arrangement.

Jack Rufo is a financial advisor at Finivi Inc. with one year of industry experience. He holds a Series 65 credential and previously worked at Heritage Financial Services and JNJ Window Services, in addition to roles at Bentley University and Westwood Public Schools. Outside of finance, Rufo provides professional window and exterior cleaning services. Finivi serves individual clients, business clients, and retirement plan participants, offering discretionary investment management, financial planning, estate-planning facilitation, family meetings, and financial education workshops. The firm employs an active, core-satellite investment approach tailored to client risk tolerance and utilizes the eMoney platform to consolidate client financial data.

Christopher Gullotti is a CFP® with 23 years of experience in the financial services industry. He has been with Canby Financial Advisors since 2003 and holds a Series 66 license. Gullotti is a co-owner of Canby Financial Advisors, a private entity operating in the securities business. Canby Financial Advisors is a five-advisor SEC-registered firm managing approximately $729.4 million in client assets. The firm serves retirement plans, corporations, trusts, estates, private foundations, charitable organizations, and individual accounts, using a customized financial planning process and a generally long-term investment approach.

Brian Dillon is a financial advisor at Sandhill Investment Management with 40 years of industry experience. He holds the ChFC® designation as well as Series 65 and Series 63 licenses. Prior to joining Sandhill in 2019, Mr. Dillon worked at MMA Agency, MMA Securities, and Fiduciary Investment Advisors. He serves as Regional Vice President and a board member of Ducks Unlimited, Inc., a nonprofit focused on wetlands and waterfowl conservation. Sandhill Investment Management serves individual and high-net-worth clients, as well as institutional and retirement-plan clients, providing direct portfolio management, sub-advisory services, and model portfolios. The firm employs a fundamental, bottom-up investment approach with a long-term, buy-and-hold orientation across diversified strategies, including municipal bonds, preferred equity, and limited alternative investments.

Katie Moore is a financial advisor with Finivi Inc. who holds Series 63 and Series 65 designations and has 14 years of industry experience. She previously worked at Aspencross Wealth Management, Triad Advisors, and Signator Investors. Finivi serves individual clients, business clients, and retirement plan participants, offering discretionary investment management and modular financial planning. The firm employs an active, core-satellite investment approach with portfolios tailored to client risk tolerance and also provides insurance products through its licensed brokerage.

Christopher Fisher is a CFA® charterholder with 11 years of industry experience. He has been with LiveLife Capital Partners LLC since 2017 and previously worked in mergers and acquisitions at Bigelow. LiveLife Capital Partners provides discretionary and non-discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, and retirement plans, offering a primarily long-term, customized investment approach that includes low-cost mutual funds, ETFs, and alternative investments when appropriate. The firm also sponsors its own wrap fee program and utilizes held-away account technology to manage connected retirement accounts.

David Poole is a financial advisor at Verity Investment Partners with 15 years of industry experience. He has previously worked at Charles Schwab Investment Management and Thomaspartners, Inc. Poole holds Series 63 and Series 65 licenses. Verity Investment Partners manages discretionary portfolios and provides ongoing financial planning and family office consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes dividend-paying equities alongside fundamental and technical analysis and serves clients with a team of 12 advisors across five offices.

Paul Ma is a financial advisor at BG Investment Services, LLC with 12 years of industry experience. He holds the CFA® designation along with Series 66 and Series 63 licenses. Before joining BG Investment Services in 2026, he worked for Fidelity Investments for 11 years. BG Investment Services provides portfolio management and financial planning to a wide range of clients, including high-net-worth individuals, trusts, pension plans, corporations, and charitable entities. The firm employs a variety of analytical methods and investment strategies, offers ongoing portfolio monitoring, and uniquely integrates banking and trust services through its affiliation with BankGuam Holding Company, Inc.

Thomas Shiffer is a CFP® with 24 years of industry experience, currently serving at Cadence Wealth Management LLC since 2010. He is also affiliated with CWM Consulting LLC and Purshe Kaplan Sterling Investments. Cadence Wealth Management is a team-based advisory firm serving individuals, high-net-worth families, trusts, and estates with discretionary and non-discretionary investment management and financial planning. The firm employs a long-term core asset-allocation approach combined with tactical overlays using technical analysis and rule-based modeling, managing portfolios that may include ETFs, mutual funds, individual securities, and option strategies.

Mark Distefano is a financial advisor at Carr Financial Group with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance, Strategic Retirement Partners, and LPL Financial. Outside of advising, he is a licensed insurance producer involved in the sale of fixed life insurance products and is a co-owner of an LLC engaged in real property development and management. Carr Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $744 million in discretionary assets, employing a portfolio approach that emphasizes strategic asset allocation primarily through diversified mutual funds and ETFs, with selective use of individual securities and other investment vehicles.

Carmen Grinkis is a CFP® professional with 12 years of experience, currently serving at AAF Wealth Management, LLC. She has been affiliated with AAF Wealth Management and AAFCPAs Insurance since 2016 and is also involved with Income Protection Partners. Outside of advisory work, she holds a managerial role at AAFCPAs Insurance, overseeing licensing and product evaluations. AAF Wealth Management provides investment advisory, financial planning, and pension consulting services to a diverse client base, including individuals, trusts, retirement plans, non-profits, and businesses. The firm employs a formal manager-selection process combining quantitative and qualitative analysis and offers discretionary asset management across various investment types.

Adam Cefalo is a CFA® charterholder with 26 years of industry experience. He is currently with LiveLife Capital Partners LLC, a firm he joined in 2025, and has prior experience with Goehring & Rozencwajg Associates, Aberdeen Standard, and O'Shares Investments. Outside of finance, he is involved as a buying and listing agent in real estate through Today Real Estate. LiveLife Capital Partners provides discretionary and non-discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, and retirement plans, offering family-office style services and retirement plan advice. The firm employs a primarily long-term, customized investment approach using low-cost mutual funds and ETFs, along with individual securities and alternative investments when appropriate.

Evan Fischthal is an advisor at Finivi Inc. with a Series 65 credential and one year of industry experience. Prior to joining Finivi, he worked at Keenan Financial and held various roles including positions at The Quiet Zone and Newport Harbor Island Resort. Finivi serves individual and business clients by providing discretionary investment management, financial planning, estate-planning facilitation, and financial education. The firm employs an active, core-satellite investment approach and offers specialized services such as portfolio management for business clients and family-meeting facilitation.