Cheryl Costa is a CFP® certificant with 20 years of experience in financial advising. She has been with Woodside Wealth Management since 2015. The firm serves individual clients, including high-net-worth households, and certain businesses, providing comprehensive wealth management through discretionary portfolio management and financial planning. Woodside Wealth Management employs an investment approach based on Modern Portfolio Theory, using diversified no-load mutual funds and ETFs tailored to client objectives and risk tolerance.

Helen Jamieson is a CFA® charterholder with seven years of industry experience. She is currently with Radius Capital Advisors, where she has worked since 2026, following prior roles at Commons Capital, LLC, and Radius Capital Management. She also worked in education and spent time as a stay-at-home parent. Radius Capital Advisors provides investment management and financial planning services to individuals, trusts, retirement plans, and other entities. The firm focuses on diversified ETF portfolios, buffered/defined-outcome ETFs, and short-term U.S. Treasury securities, employing strategies that emphasize technical analysis, dynamic allocation, and risk management.

Brian Jamros is a financial advisor at Bartholomew & Company Wealth Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has been affiliated with Bartholomew & Company, Inc. and Commonwealth Financial Network since 2016. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, comprehensive financial planning, and fee-for-service wealth management to individuals, high-net-worth clients, pensions, nonprofits, municipalities, and institutional clients. The firm uses customized asset allocations combining active, passive, and core-satellite strategies, with a focus on short-term, high-grade fixed income and municipal bonds, and offers both standalone financial planning and portfolio management services.

Emily Sricharoenchaikit is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Zen Wealth Advisors, LLC since 2023. She previously worked for Grimes and Company and NewEdge Securities, Inc. for a decade. Emily is an independent licensed insurance agent and serves as a board member and investment committee member of the Worcester Business Development Corporation. Zen Wealth Advisors provides ongoing portfolio management and integrated financial planning primarily for individual and high-net-worth clients, including pension and profit-sharing plans. The firm employs fundamental analysis and a long-term trading approach, offering discretionary portfolio management with regular client reviews and reporting.

James Lawson is a financial advisor with Heritage Financial Network, Inc. in Concord, MA, holding 32 years of industry experience. He has been with Ropes & Gray since 1981. Heritage Financial Network, Inc. provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across various asset classes, and manages approximately $85 million in client assets.

Kimball Halsey is a financial advisor with Radius Capital Advisors in Concord, MA, holding a Series 65 designation and 23 years of industry experience. He previously worked at Commons Capital, LLC and Radius Capital Management, LLC. Radius Capital Advisors provides investment management and financial planning services to individuals, trusts, retirement plans, and other entities. The firm focuses on diversified ETF portfolios, buffered/defined-outcome ETFs, and short-term U.S. Treasury securities, employing strategies based on technical analysis, dynamic allocation, and risk management.

John Lynch is a Series 65-licensed financial advisor with Reciprocal Wealth, LLC, based in Medfield, MA. He has held positions at TRIA Capital Partners, LLC and RWA Wealth Partners, LLC (formerly Adviser Investments, LLC) over the past several years. Lynch joined Reciprocal Wealth in 2026 and has one year of industry experience. Reciprocal Wealth is a state-registered advisory firm that provides discretionary wealth management, investment management, and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term investment approach combining fundamental analysis with an efficient market hypothesis-based asset-allocation framework, managing portfolios through low-cost mutual funds and ETFs with discretionary, continuous oversight.

Peichi Lo is a financial advisor at RheeCo, Inc. with a Series 65 designation and three years of industry experience. She also provides bookkeeping, tax, and accounting services as a staff accountant at RHEE+COMPANY. RheeCo, Inc. offers discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm typically constructs diversified, tax-aware portfolios using ETFs, mutual funds, individual equities, and fixed-income securities, managing accounts on a discretionary basis with customized asset allocation and periodic rebalancing.

David Linnard is a CFP® and holds a Series 65 license with 22 years of experience in the financial advisory industry. He has been with Linnard Financial Management & Planning, Inc. since 2002. Linnard Financial Management & Planning serves individuals, families, and trusts with a focus on retirement and comprehensive financial planning. The firm uses a risk-focused investment approach primarily involving low-cost exchange-traded funds and no-load mutual funds, offering multiple management styles tailored to client preferences and emphasizing personalized, hands-on management.

James Cushman is a financial advisor with Bartholomew & Company Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at ClearBridge Investments, Legg Mason, and Invesco AIM Private Asset Management, among others. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth clients, nonprofits, and institutional investors. The firm uses a combination of active, passive, and core-satellite strategies within customized portfolios, supported by institutional research and an emphasis on high-grade fixed income and municipal bond strategies.

Samuel Webster is a financial advisor at Signal Ridge Capital Partners, LLC, with 16 years of industry experience. He has been with Signal Ridge since 2013 and holds a Series 66 designation. Signal Ridge Capital Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, business entities, and qualified plans. The firm employs a proprietary, strategic asset-allocation methodology and offers customizable model portfolios that utilize a wide range of investment instruments, with ongoing monitoring and rebalancing.

Matthew Costa is a CFP® with 10 years of industry experience and has been with Woodside Wealth Management since 2015. He holds a Series 65 license and is based in Sudbury, MA. Woodside Wealth Management is a fee-only registered investment adviser serving individual clients, including high-net-worth households, and certain businesses. The firm employs a Modern Portfolio Theory approach, primarily utilizing diversified no-load mutual funds and ETFs, and manages accounts mostly on a discretionary basis with quarterly reviews.

Peter Mcmanus is a financial advisor at Bartholomew & Company Wealth Management, LLC with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bartholomew & Company and Commonwealth Financial Network since 2009. Bartholomew & Company Wealth Management, LLC is an SEC-registered investment adviser that offers discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, nonprofits, municipalities, and other institutional clients. The firm uses a combination of active, passive, and core-satellite strategies supported by institutional research, emphasizing short-term, high-grade fixed income and municipal bonds for institutional and high-net-worth clients.

Hazel Nutt is a Certified Financial Planner (CFP®) with 20 years of industry experience. She is currently with Bartholomew & Company Wealth Management, LLC and has also been associated with Commonwealth Financial Network since 2006 and Bartholomew & Co., Inc. since 2004. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, comprehensive financial planning, and fee-for-service wealth management to individuals, high-net-worth clients, pension and profit-sharing plans, nonprofits, municipalities, and other institutional clients. The firm employs a combination of active, passive, and core-satellite investment strategies, supported by institutional research, with a focus on high-grade fixed income and municipal bonds for institutional and high-net-worth clients.

Dennis Caulfield is a financial advisor at Boston Harbor Investment Management with 13 years of industry experience. He holds a Series 65 designation and serves as Chairman and CEO of Quantitative Securities Research, Inc., where he develops investment models. Additionally, he is President of Kenmare Capital Inc., advising on aircraft lease structuring. Boston Harbor provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional clients, focusing on U.S. large-cap equities through proprietary quantitative models. The firm operates at a boutique scale and emphasizes transparency by publicly presenting audited hypothetical and actual performance data.

Michelle Newcomb is a financial advisor at Bartholomew & Company Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at Commonwealth Financial Network and Bartholomew & Company, Inc. since 2011. Outside of her advisory work, she is an independent contractor with Mary Kay Cosmetics and a motivational speaker focusing on personal growth and life balance for women. Bartholomew & Company Wealth Management, LLC is an SEC-registered adviser that provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, institutions, nonprofits, and municipalities. The firm uses a combination of active, passive, and core-satellite strategies supported by institutional research and emphasizes short-term, high-grade fixed income and municipal bonds.

Louise Henningsson is a financial advisor at Bartholomew & Company Wealth Management, LLC, holding a Series 66 designation. She has been with the firm since 2026 and has prior experience at Bartholomew & Company Inc and CliftonLarsonAllen LLP. Her background also includes positions in academia, with roles at Boston University and Saint Leo University. Bartholomew & Company Wealth Management, LLC is a newly registered SEC investment adviser offering discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan consulting to individuals, high-net-worth clients, nonprofits, municipalities, and other institutional clients. The firm employs a mix of active, passive, and core-satellite strategies, with an emphasis on fixed income and municipal bonds, and provides both standalone financial planning and portfolio management services.

Ethan Brown is a financial advisor at iQvestment, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Copeland Capital Management for seven years. He occasionally provides client servicing support to FusionIQ LLC, a FinTech firm servicing financial companies. iQvestment, LLC offers discretionary investment management, advisory, and sub-advisory services through online model portfolios targeting independent advisory firms, institutional clients, and individual investors. The firm uses a digital platform for client interaction and account management, emphasizing an internet-only delivery model and serving banking and thrift institution clients.

Michael Gore is a financial advisor with Polaris Investment Advisors, LLC, holding a PFS™ designation and Series 63 and 66 licenses, with 26 years of industry experience. He has previously worked at Cetera Advisor Networks LLC and Polaris Advisors, LLC, and is also a CPA partner at Whitney & Gore Financial Services. Additionally, he operates as an independent insurance agent specializing in fixed annuities. Polaris Investment Advisors is an SEC-registered firm serving individual and high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning, focusing on customized, primarily long-term portfolios using low-cost mutual funds and ETFs, supplemented as needed by individual stocks or independent managers.

John Boyd is a CFP® with 29 years of industry experience and has been with Boyd Financial Strategies, Inc. in Worcester, MA since 2005. He holds a Series 63 license and is one of three advisors at the family-owned firm. Boyd Financial Strategies serves individuals, couples, and related trusts, typically with assets between $500,000 and $20 million, providing comprehensive financial planning and both discretionary and non-discretionary investment management. The firm employs a top-down, risk-conscious investment approach that blends fundamental, technical, and charting analysis, and requires a documented financial or investment plan before making recommendations.