George Noyes is a CFP® and CIC certified financial advisor with 17 years of industry experience. He has been with Hanover Strategic Management, LLC since 2008. Hanover Strategic Management, LLC provides discretionary and non-discretionary investment management services to individuals, trusts, charitable organizations, and other entities. The firm employs a value-oriented investment approach that combines fundamental research with quantitative analysis, utilizing globally diversified portfolios and sector-level positioning to manage risk.

Jake Bulian is a CFA® charterholder at Traub Capital Management with one year of industry experience. He previously worked at Deloitte for three years and State Street Corporation for five years. Traub Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, retirement and profit-sharing plans, and trusts. The firm employs a value-oriented, quantitatively driven approach to investing, with an emphasis on closed-end fund premium/discount analysis and cost-efficient trade execution.

Katharine Davidge is a financial advisor at Dorfman Value Investments LLC with 14 years of industry experience. She holds the Series 65 designation and has been with Dorfman Value Investments since 2012. Dorfman Value Investments LLC is a state-registered investment adviser providing discretionary portfolio management to individual and institutional clients. The firm employs a fundamentals-driven, value-oriented approach, constructing customized equity portfolios tailored to client risk, tax, and restriction profiles, with an emphasis on long-term capital appreciation across a broad range of market capitalizations.

Nora Rho is a financial advisor at Rhotopia Financial Advisors with a Series 65 license and two years of industry experience. She previously worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Nora also assists with training advisors on insurance products for multiple carriers, including Penn Mutual Life Insurance Company and Lafayette Life. Rhotopia Financial Advisors provides comprehensive wealth management and project-based financial planning for individuals, high-net-worth clients, and business entities. The firm primarily uses passive, broadly diversified portfolios built with index mutual funds and ETFs, emphasizing low costs and tax efficiency, and manages roughly $12 million for a select group of clients.

Matthew Di Ruggiero is an investment advisor representative with Generations Retirement Group, LLC and AE Wealth Management, LLC, holding Series 66 and Series 63 licenses with eight years of industry experience. His prior experience includes roles at Citizens Securities, Inc., MassMutual Life Insurance Company, and McAdam LLC. He serves as a board member and manages social media for My Brother's Keeper Food Pantry. Generations Retirement Group provides investment advisory and managed-account services to individual and high-net-worth clients, utilizing a goal- and risk-driven investment approach that includes asset allocation, dollar-cost averaging, and technical analysis. The firm offers both discretionary and non-discretionary management and may recommend unaffiliated sub-advisors.

Amir Alamir is a financial advisor at Holmes Investment Management, Inc. He holds a Series 65 designation and has been with the firm since 2024. His prior experience includes roles as a quantitative analyst and positions at Boston University and Sharif University of Technology. Holmes Investment Management serves individuals, trusts, estates, charitable organizations, and other business entities, offering both discretionary and non-discretionary portfolio management and financial planning services. The firm combines factor-based equity model portfolios with individualized asset allocation and employs advanced trading techniques such as margin borrowing, short sales, options strategies, and derivatives for approved clients.

Caroline Hedges is a financial advisor at Fairfield Financial Advisors with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fairfield Financial Advisors since 2012. Fairfield Financial Advisors provides personalized, fee-only financial planning and investment management to individuals, high-net-worth clients, families, trusts, estates, pension and profit-sharing plans, and select small businesses and nonprofit entities. The firm employs a strategic asset allocation approach using no-load mutual funds, individual stocks, ETFs, and fixed-income securities, and is noted for its work with institutional client structures and fiduciary roles such as trusteeships.

Ilda O'Brien is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Delta Wealth Management, LLC since 2016. Based in Hanover, MA, she is part of a two-advisor team at the firm. Delta Wealth Management primarily serves high-net-worth individuals, trusts, estates, retirement accounts, charitable organizations, and corporations, offering fee-based investment management, financial planning, and consulting. The firm utilizes a fundamental analysis and long-term asset allocation approach, combining internally selected equities and fixed-income instruments with third-party asset managers, and manages client relationships through master household agreements and multiple sub-accounts.

Michael Mc Dermott is a financial advisor with Polaris Financial, LLC in Wellesley, MA, holding a Series 65 designation and nine years of industry experience. He has worked at Richr Money LLC, Douugh Wealth, Polaris Portfolios, LLC, and concurrently at Oracle as a Staff Solutions Consultant in a non-investment role. Polaris Financial provides investment advisory and financial planning services to individuals, businesses, non-profits, and credit unions, utilizing a combination of model portfolios and customized strategies. The firm employs a disciplined investment approach involving macroeconomic, tactical, and fundamental analysis, and serves a large client base primarily composed of smaller accounts and institutional relationships.

Mark Everett is a financial advisor with Diversified Financial Management in Norwell, MA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Diversified Financial Management since 2015. Diversified Financial Management is an independent, fee-only SEC-registered adviser serving individuals, trusts, businesses, and retirement plans. The firm offers customized portfolio management and financial planning with a holistic, tax-aware approach, incorporating both quantitative and fundamental analysis.

James Mayer is a financial advisor at FamilyWealth Asset Management with five years of industry experience. He holds a Series 65 designation and has previously worked at Voya Financial and Freedom America Retirement Services of New England, where he also serves as president, offering fixed insurance products. FamilyWealth Asset Management serves individual and institutional clients, providing discretionary and non-discretionary portfolio management alongside retirement plan consulting and access to insurance products. The firm employs a multi-asset, dynamic investment approach that combines passive core exposures with higher-conviction active and alternative strategies.

Ryan Forness is a financial advisor with Forness Financial LLC in Needham, MA, holding a Series 66 designation and 20 years of industry experience. He has been with Forness Financial since 2014 and previously worked at Ameriprise from 2006 to 2014. Forness Financial serves individuals, high-net-worth clients, trusts, and estates by providing discretionary investment management alongside financial planning and consulting. The firm employs a long-term, fundamentals-driven investment approach, constructing diversified portfolios tailored to client goals and risk tolerance.

Misty Lynch, CFP® is the Owner and CEO of Sound View Financial Advisors, LLC. She is passionate in her commitment to help her clients handle their finances and lives with confidence. A fee-only fiduciary and independent financial advisor, Misty does not receive commission and is legally required by her certifications to provide unbiased and reputable financial advice. Misty hosts the unscripted reality show HEARTBROKE and the Demystifying Money podcast. She is also the author of DEMYSTIFYING MONEY and a personal finance expert and resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero and many others. Investopedia named her one of the Top 100 Financial Advisors in 2021 and US News and World Report called her one of the 9 Women in Finance to Follow "because sometimes you need life advice, not just financial advice." When she isn't working you can find her reading mysteries, skiing the East Coast or coaching her kids basketball and field hockey teams. Misty lives with her husband and children in Walpole, MA.

Colby Hesson is a financial advisor at South Shore Investment Services LLC with five years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including LPL Financial LLC and Fidelity Brokerage Services LLC. South Shore Investment Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $118 million in discretionary assets. The firm combines modern portfolio theory and technical analysis in its investment approach, offers ongoing discretionary management, and utilizes third-party investment managers under its oversight.

Jason Clary is a financial advisor with Clary Financial, Inc., holding Series 65 and Series 63 designations and bringing 19 years of industry experience. He has worked at Clary Financial, Inc. since 2014 and has been affiliated with related financial and insurance planning firms since 2006. Clary Financial, Inc. is an independent registered investment adviser serving individuals, trusts, retirement plans, and corporations with retirement and financial planning as well as discretionary portfolio management. The firm manages approximately $92.9 million in assets for 439 clients, using investor profiles to guide portfolio construction focused on no-load mutual funds and ETFs with a long-term, fundamental analysis approach.

Joseph Sylvia Jr. is a Series 65-registered advisor with Statera Financial, LLC, bringing two years of industry experience. He has held roles at Solid Rock Financial, Legacy Benefit Advisors, and Charter Financial Group since 2016. In addition to advisory work, he is licensed as an insurance agent involved in the sale of various insurance products. Statera Financial, LLC provides investment advisory and financial planning services tailored to individual clients’ objectives, time horizons, and risk tolerance. The firm offers portfolio management, risk assessment, and estate-planning coordination, emphasizing long-term purchasing power and addressing specific risks such as those related to cryptocurrency investing.

Jonathan Loer is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Renaissance Wealth Advisors, LLC since 2019. Prior to this, he worked at Fieldstone Financial Management Group, LLC from 2016 to 2018. Renaissance Wealth Advisors provides comprehensive wealth advisory services to individuals, trusts, estates, and businesses, focusing on long-term, fundamentals-driven investment strategies supplemented by technical and cyclical analysis. The firm serves a meaningful non-U.S. client base and offers explicit planning for cross-border families.

John Kasameyer is a CFA® charterholder with 22 years of industry experience. He is currently an advisor at Altar Rock, having joined the firm in 2024 after prior roles at Cresset Capital Partners and Fidelity Investments. Altar Rock serves high-net-worth individuals, families, and trusts, offering discretionary portfolio management and financial planning. The firm employs a blend of qualitative and quantitative analysis with a focus on tax-aware portfolio construction, manager selection, and utilizes proprietary planning tools and advanced investment techniques when appropriate.

Tammy Kaiser is a financial advisor at NorthPointe Financial Advisors LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Lurie Davis Wealth Management and St Xavier University. Outside of her advisory role, she is a partner in Hometown Rental Solutions LLC. NorthPointe Financial Advisors LLC is a fee-only firm serving individual clients, including high-net-worth individuals, with financial planning, investment management, and educational seminars. The firm employs both passive and active strategies and offers project-based and ongoing planning engagements.

Mackenzie Liman is a Series 65-licensed advisor at Nubian Square Investment Advisors, LLC with one year of industry experience. Prior to joining Nubian Square, Liman has held roles in nonprofit consulting focused on fundraising and community-building, and has extensive experience in the bicycle industry. Liman provides consulting and coaching services to nonprofits as a 1099 contractor. Nubian Square Investment Advisors serves individuals, high-net-worth clients, and charitable organizations with investment management and financial planning, offering a blend of discretionary portfolio management, impact investment research, and educational programs. The firm employs a mix of in-house and third-party portfolio strategies guided by diverse analytical methods and maintains a formal impact investing due-diligence practice.