James Murray is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been the principal advisor at Jadim Wealth Management, LLC since 2009. Outside of his advisory role, he is a managing member of Cobalt Archive, LLC, a web archiving platform. Jadim Wealth Management provides investment management, financial planning, and pension consulting services to individuals, corporations, and pension plans. The firm employs both fundamental and technical analysis and offers a range of active and passive portfolio strategies tailored through an Investment Policy Statement.

Kenneth Nagy is a financial advisor at Northeast Equity Research Inc. with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has led his independent firm since 2010. Outside of advising, Mr. Nagy consults for Zacks Investment Research on a crowdfunding research platform and teaches college courses at Salem State University and Endicott College. Northeast Equity Research provides fee-based, non-discretionary asset management to individuals, small-business owners, charities, and high-net-worth clients. The firm combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory principles, emphasizing tailored Investment Policy Statements and coordinated management of held-away 401(k) assets.

John Foley is a financial advisor at Harvest Capital Management, LLC in Quincy, MA, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with 2.0 Capital Management, LLC since 2014. Harvest Capital Management provides wealth management and discretionary investment management to individuals, high net worth clients, trusts, and estates. The firm employs a combination of a dynamic Global All Asset ETF strategy and a catalyst-driven Health Care/Biotech equity strategy, incorporating the routine use of options to generate income and manage portfolio positions.

Michael Caputo is a financial advisor at Vitale & Caputo Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Massachusetts Mutual Life Insurance Company, Metlife Securities, and Baystate Wealth Management. Outside of financial advising, he is the owner of the CPA firm Caputo & Company, PC. Vitale & Caputo Wealth Management LLC provides financial planning and refers individual and high-net-worth clients to third-party investment advisers for portfolio management. The firm does not manage client assets directly but offers one-time financial plans and conducts annual reviews of client-advisor relationships.

Brian Bond is a CFP® with seven years of industry experience, currently serving as the sole advisor at Leverage Financial Advisory in Wilmington, Massachusetts. Prior to founding his firm in 2018, he worked at Boston University and Sage Hospitality. He serves on the Board of Trustees for the Lowell House Condominium Trust in Somerville, Massachusetts, a non-compensated volunteer role. Leverage Financial Advisory provides investment supervisory and financial planning services to individuals, couples, business entities, and employer-sponsored retirement plans, with a focus on hospitality professionals and small business owners. The firm employs a structured client process and a mix of strategic and tactical asset-allocation strategies, including active elements such as momentum investing and options, and is notable for its ERISA-aware retirement plan consulting and participant education services.

Nathanael Brayton is the sole advisor at Nathanael R. Brayton, CFA, an independent firm based in Boston, MA. He holds the CFA designation and has 30 years of industry experience, having operated his own practice since 1991. Outside of financial advising, he serves as a non-management director for a specialty chemicals company. The firm provides discretionary portfolio management and non-discretionary investment advice to individuals, high-net-worth clients, families, IRAs, and personal or family trusts. Its investment approach is bottom-up and valuation-focused, primarily utilizing individual publicly traded securities with occasional use of mutual funds, ETFs, and derivatives for hedging.

Christopher Kondracki is the principal and sole advisor at Kondracki Advisory, LLC, an independent registered investment adviser based in Hingham, MA. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, operating his firm since 2012. Kondracki is also a licensed insurance agent and occasionally offers insurance products to clients. Kondracki Advisory, LLC manages approximately $70 million for around 186 clients, providing discretionary investment supervisory services and tailored portfolio management that includes equities, bonds, mutual funds, ETFs, and insurance products. The firm uses fundamental analysis with both long- and short-term trading strategies and serves individual and charitable organization clients.

David Trott is the sole advisor at Aragorn Ltd., an independent firm based in Milton, MA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his financial advisory work, he is the president and owner of a law firm that provides tax, business, and estate planning services. Aragorn Ltd. offers financial planning, consulting, and discretionary investment management to individuals and a variety of institutional clients, including pension plans, trusts, and charitable organizations. The firm customizes portfolios based on clients’ risk tolerance and time horizon, employing fundamental, technical, and cyclical analysis to allocate assets across multiple categories.

Brent Garcia is a CFA® charterholder with 22 years of industry experience. He has been the sole advisor at Broadwater Capital Management LLC since 2002. Broadwater Capital Management provides discretionary investment advisory services to individuals, trusts, charitable entities, small institutions, and personal corporations. The firm creates customized portfolios using both fundamental and technical analysis, managing investments with a long-term orientation while retaining flexibility for shorter-term trades based on client needs and market conditions.

Robert Hurley is the sole advisor at Investor Resources Inc in Boston, MA, where he has provided financial advisory services since 1996. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Investor Resources Inc offers financial planning, investment consultations, and portfolio management primarily through selecting and monitoring third-party managers and model portfolios. The firm serves individuals, families, and small businesses, operating on a fee-only basis with a manager-of-managers approach and limited discretionary authority focused on account rebalancing.

Juan Garcia is a financial advisor at Holistic Capital with nine years of industry experience. He holds Series 63, 65, and 66 designations. His previous roles include positions at Morgan Stanley and Eaton Vance, where he worked from 2016 to 2021 and continues with Eaton Vance Distributors. Holistic Capital LLC offers non-discretionary investment advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm employs a risk-managed approach that integrates quantitative and fundamental analysis with asset allocation tailored to clients’ objectives and tax considerations.

Eric Martin is a financial advisor at Oxford Martin, LLC with five years of industry experience. He previously worked at Fidelity Investments and held roles in accounting, tax services, and higher education. Oxford Martin serves individual and high-net-worth clients with discretionary investment management and standalone financial planning. The firm employs a customized investment approach focused on individual stocks, mutual funds, ETFs, and bonds, using fundamental, technical, and cyclical analysis with a long-term orientation.

Joseph McCarthy is a CFP® with 43 years of industry experience, currently serving as an advisor at AFG Fiduciary Services. He has worked at Purshe Kaplan Sterling Investments, Inc. and Wells Fargo Advisors Financial Network, LLC. In addition to his advisory role, he is involved in selling fixed income annuities and insurance. AFG Fiduciary Services provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, fundamental-analysis investment approach and offers tailored, holistic engagement solutions.

Richard Wojcik is a financial advisor with NEFPG who holds a Series 63 designation and has 57 years of industry experience. His career includes long tenures at Raymond James Financial Services and New England Financial Planning Group. He also serves as a co-personal representative for a probate estate, handling fiduciary responsibilities outside of his advisory work. NEFPG serves individual and institutional clients, offering asset management, advisory consulting, and financial planning. The firm employs a variety of investment strategies and participates in Raymond James wrap-fee programs, including management of the Ambassador wrap program.

Stephen Carluccio is a financial advisor at Mad River Investors in Boston, MA, holding a Series 65 designation with 19 years of industry experience. He has been with Mad River Investors since 2012 and concurrently operates SCC Legal and Business Services, where he provides a small amount of outside legal work for former clients with employer approval. Mad River Investors offers discretionary investment management to individuals, high-net-worth clients, companies, trusts, and institutional clients. The firm uses an opportunistic, concentrated equity-oriented approach with a long-term, contrarian focus, managing portfolios typically consisting of 20–25 positions and including diverse asset types such as options and digital assets.

Anthony Gates is a CFP® and PFS™ with 20 years of industry experience. He has been with FG&G Financial Services, LLC and its predecessor, Farrar Gates & Green LLC, since 2008. FG&G Financial Services, LLC provides investment advisory and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm follows a passive, asset-class investment approach grounded in Modern Portfolio Theory and primarily uses Dimensional Fund Advisors funds, with ongoing monitoring and periodic reviews.

Michael Gallugi is the principal of Gallugi Wealth Management, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience and has operated his own CPA practice offering tax and accounting services since 1989. He has also worked with Purshe Kaplan Sterling Investment since 2014. Gallugi Wealth Management provides discretionary investment management to individuals, including high-net-worth clients, and charitable organizations. The firm combines investment advice with in-house accounting and tax services, emphasizing fundamental analysis and a primarily long-term investment strategy using diversified mutual funds and ETFs.

Stephen Taylor is a financial advisor at New England Schooner, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with New England Schooner since 1998. Outside of his advisory role, he is a licensed agent selling fixed and long-term care insurance. New England Schooner, Inc. provides portfolio management, financial planning, and pension consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes fundamental analysis tailored to clients' goals and risk tolerance, managing portfolios that include mutual funds, ETFs, equities, options, and debt securities.

Wei Wang is a financial advisor at Triple Summit Advisors, LLC in Newton, MA, holding CFP®, CFA®, and Series 63 designations with nine years of industry experience. He has been with Triple Summit Advisors since 2015. Triple Summit Advisors manages approximately $90.3 million in discretionary assets for around 170 clients, including individuals, trusts, and corporate entities. The firm offers multiple investment strategies such as ETF-based global asset allocation, global compounding value, global opportunistic and event-driven approaches, and global quantitative factor investing.

Christopher Demeo is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He is a co-founder of Nu Paradigm Investment Partners L.L.C. and has previously worked at Fulcrum Asset Management, Aberdeen Standard Investments, and Wall Street Access Asset Management. Nu Paradigm Investment Partners L.L.C. provides discretionary investment management and retirement-plan advisory services to institutional and individual clients. The firm focuses on customized, long-term portfolios using fundamental analysis and internal due diligence, offering services including fiduciary 3(38) roles, ongoing account monitoring, and plan-sponsor support.