Meghan Waclawsky is a CFP® professional with 10 years of industry experience, currently serving as a financial planner at Kaizerman & Associates, LLC. She has previously worked at Wellington Management Advisers, Inc. and Wellington Management Company LLP. In addition to her advisory role, she is an enrolled agent. Kaizerman & Associates, LLC is a state-registered advisory firm that serves individuals, high-net-worth clients, trusts, charitable organizations, and small businesses. The firm provides non-discretionary portfolio management alongside comprehensive financial planning and consulting services, emphasizing client involvement in transaction approval.

Robert Whitney is a financial advisor at Polaris Investment Advisors, LLC with 18 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining Polaris, he worked at Cetera Advisor Networks and has operated Whitney & Gore Financial since 1984, where he also serves as an enrolled agent providing tax preparation services. Polaris Investment Advisors is a 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, long-term portfolios using low-cost mutual funds, ETFs, and individual stocks.

Craig Blackwell is a CFA® charterholder with 11 years of industry experience. He is currently a financial advisor at Altar Rock, where he has worked in various roles since 2023. Prior to joining Altar Rock, he spent 15 years at Fidelity Investments. Outside of advisory work, he is also a registered representative with The Leaders Group Inc., a broker-dealer specializing in variable life insurance and annuity brokerage. Altar Rock primarily serves high-net-worth individuals, families, and trusts, offering discretionary portfolio management and financial planning. The firm integrates qualitative and quantitative analysis through an Investment Committee and uses proprietary tools for tax-aware portfolio construction and manager selection, including insurance structures such as Private Placement Life Insurance and Private Placement Variable Annuities.

Caleb Aldrich is a CFA® charterholder with 19 years of industry experience. He has been with Hanover Strategic Management, LLC since 2004. The firm provides discretionary and non-discretionary investment management to individuals, trusts, charitable organizations, and other entities. Hanover employs a value-oriented investment approach that combines fundamental research with quantitative analysis, managing globally diversified portfolios and utilizing both long-term and short-term strategies.

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.

David Page is a Series 65-licensed financial advisor with 13 years of industry experience. He has been with Boston Harbor Investment Management since 2012 and also serves as COO of IAMScientist, Inc. Outside of his advisory role, he is a board member of Rock Solid Produce, LLC. Boston Harbor Investment Management provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional clients, focusing on U.S. large-cap equities. The firm uses proprietary quantitative models based on residual earnings to select low-beta stocks, offers various risk-control strategies, and presents both audited hypothetical and actual performance data.

David Rourke Sr. is a financial advisor with Strategic Planning Group, Inc. in Wellesley, MA, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Strategic Planning Group since 1995. Strategic Planning Group provides investment advisory and financial planning services to individual clients, including high-net-worth households, using a rules-based investment framework focused on diversification and a targeted debt-to-equity profile. The firm offers customized retirement plans and manages portfolios primarily with mutual funds and ETFs, conducting regular client reviews and employing specialized strategies as needed.

George Newfield is a CFP® and CFA® with five years of industry experience. He has worked at Cornerstone Financial Management LLC since 2021 and previously spent seven years at Bank of America. Cornerstone Financial Management LLC is a fee-only, SEC-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a combination of passive and active investment strategies based on Modern Portfolio Theory, offers values-based portfolio options, and integrates comprehensive financial planning into its services.

Frederick Offenberg is a financial advisor at Clemensen Capital Company LLC with 40 years of industry experience. He has been with Clemensen Capital since 2017 and previously worked at Andres Capital Management, LLC from 2015 to 2017. He holds a Series 63 designation. Clemensen Capital Company LLC provides investment counsel and portfolio management primarily to individual and high-net-worth clients, as well as advisory services to other investment advisers. The firm offers customized account management and ongoing portfolio oversight, and it notably incorporates derivative instruments within separately managed accounts.

Kelsey Brennan is a CFP® and holds a Series 65 license, with eight years of experience in financial advising. She has been with Perennial Advisors Group, LLC since 2015. Perennial Advisors Group provides fee-only wealth management, discretionary investment management, and financial planning services primarily to individuals, trusts, estates, and charitable organizations. The firm emphasizes a long-term, asset-class-based investment approach using diversified mutual funds and ETFs, combined with fundamental analysis and personal client contact.

Ariel Acuna is a financial advisor at LTG Capital LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LTG Capital since 2003. LTG Capital provides financial planning and portfolio management services to individuals, trusts, estates, and charitable organizations, employing a combination of charting, fundamental, technical, and cyclical analysis. The firm manages discretionary assets directly, typically for clients with account minimums of $2,000,000, and emphasizes formal continuity planning and transparent performance reporting.

David Lehmann is a CFP® with 17 years of industry experience and is the sole advisor at The Family Financial Group in Newton Centre, MA. He has been a partner at Cooper & Lehmann, LLP since 1996. Mr. Lehmann is also a majority owner of Lehmann & Company, LLC, a CPA firm affiliated with Geller & Lehmann that provides accounting and tax services. The Family Financial Group offers comprehensive financial planning, investment advisement, tax preparation, estate and trust planning, and small-business consulting. The firm serves high-net-worth individuals, families, and a variety of institutional clients, coordinating professional teams to review and monitor portfolios on a non-discretionary basis.

Ronald Giunta is a CFP®-certified financial advisor with 30 years of industry experience. He has been with Flagship Private Wealth since 2015 and concurrently associated with LPL Financial since 2010. Giunta provides investment advisory services through Flagship Private Wealth, an independent registered investment advisor firm based in Woburn, MA. Flagship Private Wealth serves individuals, corporations, and charitable organizations, managing approximately $447 million across about 597 client relationships. The firm offers discretionary portfolio management and financial planning, employing strategies that incorporate modern portfolio theory, fundamental and quantitative analysis, and long-term trading.

Jane King is a CFP® professional at Fairfield Financial Advisors with 32 years of industry experience. She has been with Fairfield Financial Advisors, Ltd. since 1993. Fairfield Financial Advisors is a fee-only, SEC-registered investment adviser that provides personalized financial planning and discretionary investment management to individuals, families, trusts, estates, and certain institutional clients. The firm uses a strategic asset allocation approach with primarily no-load mutual funds, individual stocks, fixed income securities, and ETFs, and also advises pension and profit-sharing plans with occasional trustee responsibilities.

Brett Goverman is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience, currently serving at Financial Solutions Associates since 2016. He holds the Series 65 designation and works out of Dedham, MA. Financial Solutions Associates is an SEC-registered advisory firm that provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, trusts and estates, small businesses, retirement plan participants, and charitable organizations. The firm manages approximately $172 million in discretionary assets, employing a strategic asset allocation approach that combines actively and passively managed funds, tactical allocations, and periodic portfolio rebalancing.

Todd Brisbois is the principal of Brisbois Capital Management LLC in Wilmington, MA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America, Inc. and Securities Service Network, Inc. In addition to his advisory role, he is also a producer of fixed insurance products, offering life, long-term care, and disability insurance. Brisbois Capital Management provides investment advisory and portfolio management services primarily to individual clients. The firm combines tax planning, financial planning, investment management, and insurance reviews, serving a large client base with a distinctive dual registration as both a registered representative and licensed insurance agent.

Kristin Mckenna is a CFP® and Series 65 licensed advisor with 12 years of industry experience, currently serving at Darrow Wealth Management since 2014. She contributes as a senior writer for Forbes.com, focusing on non-investment-related topics. Darrow Wealth Management provides discretionary investment management, financial modeling, and consulting services to individuals, trusts, and retirement plans. The firm employs proprietary global asset allocation models and primarily uses low-cost ETFs and select mutual funds, tailoring portfolios to clients’ risk profiles and objectives while offering a mix of ongoing oversight and project-based advisory services.

Patricia Moore is a CFP® with 23 years of industry experience. She has been with Moore Financial Advisors, LTD. since 2002. In addition to her advisory work, she is an adjunct assistant professor of economics at the Massachusetts College of Pharmacy and Health Sciences, teaching economics courses during the academic year. Moore Financial Advisors, LTD. provides wealth management, portfolio management, and financial planning services to individuals, families, trusts, and estates. The firm manages approximately $127.2 million across about 92 client relationships, employing a primarily long-term investment approach focused on diversified portfolios of low-cost mutual funds and ETFs, supplemented by various analytical tools and selective trading.

Michael Mccully is a financial advisor with Nefpg, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2020 and previously spent six years at Sun Life Financial. Nefpg serves individual clients, including high-net-worth individuals, as well as institutional entities such as pension plans, trusts, and charitable organizations. The firm offers asset management, investment advisory consulting, and financial planning, employing a variety of analytical methods and investment strategies tailored to client objectives.

Rodney Hass is a financial advisor with RF&L Wealth Management, LLC, holding a Series 65 credential and 22 years of industry experience. He has been with RF&L Wealth Management since 2006. Outside of his advisory work, he is a partner in BREAKING EIGHTY, LLC, an investment-related business involving real estate, equities, and other securities. RF&L Wealth Management provides advisory services to individuals, retirement plans, trusts, charitable organizations, and small businesses, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a diversified, evidence-based investment approach grounded in Modern Portfolio Theory and integrates third-party solutions to support its client services.