Mark Naylor is a financial advisor with Auour Investments LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He is also President and sole owner of Partner Capital, Inc., a consulting firm focused on real estate acquisition and direct ownership. Auour Investments provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, family offices, trusts, estates, and charitable organizations. The firm employs proprietary asset-allocation models and a multi-factor quantitative framework to guide strategic and tactical allocations, primarily using exchange-traded funds and other securities, and combines direct management with broad third-party distribution.

Samuel Conte II is a financial advisor at Massachusetts Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Massachusetts Wealth Management since 2012. His prior experience includes roles at Andover Equity Associates, Massachusetts Wealth Management, Inc., and LPL Financial. Massachusetts Wealth Management provides discretionary investment management to individuals, trusts, retirement plans, endowments, and charitable organizations. The firm uses a tactical asset allocation approach with a long-term orientation while allowing shorter-term trades to respond to market conditions.

Dallas Coffman is a financial advisor with Whitman Financial Services, LLC, holding CFP® and ChFC® designations and over 45 years of industry experience. He has been with Whitman Financial Services since 2001 and also maintains a long-standing affiliation with LPL Financial since 1989. In addition to his advisory role, he provides tax preparation, consulting, and audit services, and serves as a trustee for scholarship funds in North Reading, Massachusetts. Whitman Financial Services, LLC offers financial planning and consulting to individuals, trusts, estates, and retirement account holders, focusing on a structured six-step planning process and fundamental investment research. The firm does not manage client assets directly but supports implementation through separate agreements with third-party custodians.

Amanda Lique is a financial advisor at Valor Wealth Partners with six years of industry experience. She holds a Series 65 credential and has worked at Valor Wealth Partners and its predecessor entities since 2019. Prior to that, she spent 15 years at Digital Federal Credit Union. Valor Wealth Partners serves individual and high-net-worth clients, offering fee-only investment management and comprehensive financial planning. The firm uses a mix of passive and active strategies, applying various analytical methods to tailor portfolios according to client objectives and risk tolerance.

Hi! I’m Brad. I’m originally from Massachusetts and after a short stint in Washington, D.C. and an extended stay in California, I’ve come full circle back to the Bay State. I’m a competitive sprint triathlete, avid boater, music enthusiast, financial planner, and entrepreneur. As a Founding Partner of Launch Financial Planning, I’m committed to deeply understanding clients’ goals, and I lead the process of researching, planning, and implementing to achieve them. I’m also a frequent guest speaker for Fortune 500 companies and often serve as a financial expert for Boston’s ABC affiliate WCVB-TV, and Mix 104-1's New England Lifestyles show. While growing up I was always interested in music and finance (which I recognize now is an interesting combination). I took the radio route to California for two decades, enjoying entertaining and educating listeners and providing an escape from daily life. After successful roles as a television host and on-air personality with ABC, NBC, and CBS Radio, in 2007 I began my transition to financial planning. With the vivid memory of my parents’ differing ideas around money and their limited knowledge about goal-based financial management, I wanted to understand the finance world better and become self-sufficient with my own finances. As television and radio continued to change and feel less fulfilling, I went back to school and completed the Personal Financial Planning curriculum at UCLA and passed the CFP® exam in 2010. Now, instead of helping people escape their lives, I partner to guide people in fully enjoying their lives – their way. My experience and approach enable me to easily connect and build authentic relationships with clients to collaboratively determine and facilitate their path to financial independence. I’m a Past President of the Financial Planning Association of New England and a member of the Television Academy. I enjoy spending quality time in, on, or near the water as much as possible.

Elaine Morgillo is a CFP® with 28 years of industry experience, currently serving at Flying Point Financial, Inc. since 2020. Prior to this, she led Morgillo Financial Management, Inc. for 22 years. Outside of her advisory role, she manages operations and serves as an executive board liaison for a condominium owners' association in York Beach, ME. Flying Point Financial is a privately owned registered investment adviser with three advisors managing approximately $206.7 million for about 191 clients. The firm provides financial planning and wealth management services using fundamental analysis and primarily discretionary management across various asset classes, including equities, fixed income, mutual funds, and ETFs.

Katherine Kiezulas is a financial advisor at Sechrest Financial Services with one year of industry experience. She holds a Series 65 credential and has a background that includes 12 years at Coatings2Go and over two decades associated with Sechrest & Bloom LLC and Sechrest Financial Services, LLC. Sechrest Financial Services provides fee-only wealth management and comprehensive financial planning to individuals, businesses, trusts, estates, and employer retirement plans. The firm emphasizes customized investment strategies primarily using no-load mutual funds and ETFs, operates largely on a non-discretionary basis, and is co-located with a CPA/accounting practice that offers tax and bookkeeping services integrated with financial planning.

Amy Mastromonaco is a financial advisor at Flying Point Financial, Inc. in North Andover, MA, with 23 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Flying Point Financial in 2020, she spent 22 years at Morgillo Financial Management, Inc. Flying Point Financial is a privately owned registered investment adviser with three advisors managing approximately $206.7 million for a diverse client base that includes individuals, high-net-worth households, retirement plans, trusts, estates, and corporations. The firm offers financial planning and wealth management services, designing tailored portfolios using fundamental analysis and managing assets primarily on a discretionary basis across equities, fixed income, mutual funds, and ETFs.

Thomas Ouellette is the principal of Ouellette Wealth Advisory LLC in Lexington, MA, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Triad Advisors, Inc. and OSAIC. In addition to his advisory role, he is involved in managing a condominium trust and operates in the insurance brokerage sector. Ouellette Wealth Advisory provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a long-term investment process focused on fundamental analysis and manages client assets on a non-discretionary basis using primarily low-cost, diversified mutual funds and ETFs.

John Konetzny is a CFP® with 15 years of industry experience and has been with The Practical Planner since 2016. He serves as a trustee and treasurer on the Groton Public Library Endowment Trust, where he manages funds and financial records. The Practical Planner provides holistic financial planning and investment management for individuals and families, including high-net-worth clients. The firm operates as a fee-only fiduciary, constructing diversified portfolios and offering in-house tax preparation alongside comprehensive financial planning services.

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.

Dennis Wassung Jr. is a financial advisor at Abbot Financial Management, Inc. with 24 years of industry experience. He holds the CFA® designation and Series 63 license. His prior experience includes roles at Huntwicke Securities, LLC, Huntwicke Advisors, LLC, and Cabot Wealth Management. Abbot Financial Management provides discretionary investment management, financial planning, and retirement-plan consulting for individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $359 million in client assets and constructs customized portfolios using a variety of securities, employing both fundamental and technical analysis with a generally long-term investment approach.

Andrew Novelline is a CFA® charterholder with 23 years of industry experience. He has been with Abbot Financial Management, Inc. since 2005. Abbot Financial Management provides discretionary investment management, financial planning, and retirement-plan consulting for individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $359 million in client assets and uses both fundamental and technical analysis to tailor portfolios based on client goals, risk tolerance, and time horizon.

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.

Scott French is the owner of French and Skloff Investment Advisors, LLC and holds experience primarily as a CPA with Giardina & French CPAs, LLC since 2011. He is also an owner and investor in Amigo Keeper LLC, a provider of bookkeeping and IT services. French and Skloff Investment Advisors is an independent asset manager serving institutional and individual clients with portfolio management and financial planning through separately managed accounts. The firm employs a value-oriented, fundamental bottom-up research process combined with top-down macro analysis, offering diversified portfolios and specialized strategies including a hedged equity product with a dynamic covered-call overlay.

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.

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.

James Conway Jr. is a CFA® charterholder with 20 years of industry experience. He has worked at Lumbard & Kellner, LLC since 2020 and previously spent five years with FC Advisors. Lumbard & Kellner, LLC provides discretionary investment management primarily for high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a value investing approach based on fundamental analysis and manages accounts on a full discretionary basis.

Abigail Lowell is a financial advisor at Gallugi Wealth Management, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Purshe Kaplan Sterling Investments from 2021 to 2024. In addition to her advisory role, she provides tax and accounting services through Michael J. Gallugi, CPA, dedicating a significant portion of her time to these services. Gallugi Wealth Management offers discretionary investment management primarily to individuals, including high-net-worth clients, and charitable organizations. The firm integrates investment advice with in-house tax and accounting services, employing a long-term, fundamental analysis-based investment approach using diversified mutual funds, ETFs, and other securities.