John Garrity is a CFP® professional with 23 years of industry experience. He has been with Peak Wealth Management LLC since 2015. Peak Wealth Management LLC serves individual and high-net-worth clients, offering wealth management, investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs primarily ETF-based strategies developed through fundamental analysis with a long-term focus, while allowing tactical adjustments for rebalancing and tax management.

James Jasinski is a financial advisor at Cape Ann Capital, Inc. in Concord, MA, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with Cape Ann Capital since 2009. Cape Ann Capital provides discretionary portfolio management and financial planning to individuals, trusts, corporations, charities, and employer-sponsored qualified retirement plans. The firm employs a proprietary quantitative screening process for mutual funds and ETFs, constructing portfolios based on multi-factor risk models and maintaining a strict personal trading policy for employees.

Jasmine Gautam is a financial advisor at Launch Financial Planning with five years of industry experience. She holds a Series 65 designation and has worked at Launch Financial Planning since 2020, following eight years at New England Financial Planning Group. Launch Financial Planning is a small firm managing approximately $49.8 million in client assets, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates. The firm provides investment management, financial planning, and pension consulting services, combining fundamental research with technical and cyclical analysis to support both long-term and short-term investment strategies.

Peter Canniff is a CFP® with 28 years of industry experience and has been with Advanced Portfolio Design, LLC since 2006. He holds the Series 63 designation and is based in Westford, MA. Advanced Portfolio Design, LLC is a fee-only asset management and financial planning firm serving individuals, families, business owners, and select institutional clients. The firm employs an asset-allocation approach using modern portfolio theory, combining active and passive investment styles, and often manages accounts on a non-discretionary basis.

Barbara Linnard is a financial advisor at Linnard Financial Management & Planning, Inc. with 23 years of industry experience. She holds a Series 65 designation and has been with the firm since 2002. Linnard Financial Management & Planning serves individuals, families, and trusts with a focus on retirement and comprehensive financial planning. The firm employs a risk-focused investment approach using primarily low-cost exchange-traded funds and no-load mutual funds, offering several management styles tailored to client preferences on a discretionary or non-discretionary basis.

Ronald Dokus is a CFP® with 36 years of industry experience currently serving at Collaborative Wealth Advisors, LLC since 2023. He previously worked at Guardian Life Insurance Co and Park Ave Securities for 18 years. In addition to his advisory work, he provides tax preparation services and owns Dokus Financial Partners, LLC. Collaborative Wealth Advisors, LLC offers portfolio management, modular financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm manages approximately $84 million in discretionary assets, employing a tailored investment process that includes fundamental, technical, and cyclical analysis.

Bradford Nichols is a financial advisor at Nefpg with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Raymond James Financial Services since 2007. Nichols is also the owner of New England Financial Planning Group, where he serves as CEO and compliance officer. Outside of advisory work, he is involved in insurance sales and acts as an executor and successor trustee for a family trust. New England Financial Planning Group serves individuals—including high-net-worth clients—and institutional entities such as pension plans, trusts, estates, and charitable organizations. The firm offers asset management, investment advisory consulting, and financial planning, employing a range of strategies from long-term holdings to shorter-term trading, and participates in multiple Raymond James wrap-fee programs.

Elizabeth Johnson is a financial advisor with Flagship Private Wealth, holding the CFP® designation and Series 63 and 65 licenses. She has 30 years of industry experience, including roles at Flagship Private Wealth since 2015 and LPL Financial since 2010. Flagship Private Wealth is a registered investment adviser serving individuals, corporations, and charitable organizations. The firm manages approximately $447 million across nearly 600 client relationships, providing discretionary portfolio management, financial planning, and specialized account offerings tailored to clients’ goals and risk tolerance.

James Daron is a financial advisor at Concordia Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Concordia Wealth Management since 2013. Concordia Wealth Management is a fee-only advisory firm serving individuals, trusts, and corporations, including high-net-worth clients. The firm provides tailored wealth management, financial planning, investment management, and family office services, emphasizing fundamental analysis and client-specific strategies, with particular expertise in cross-border considerations and currency risk.

George Kimball is a CFA® charterholder with 13 years of industry experience. He has been with Needham Advisory Corporation since 2018 and previously worked at Harbor Point Capital Management, LLC from 2015 to 2018. Needham Advisory Corporation is a fee-only investment adviser serving individuals, trusts, retirement plans, endowments, corporations, and non-profits. The firm combines fundamental and technical analysis with proprietary relative-value models to construct risk-managed portfolios and offers both managed accounts and standalone planning or consultation services.

Lianna Deprey is a financial advisor at Wingate Wealth Advisors, Inc. with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for two years before joining Wingate Wealth Advisors. Wingate Wealth Advisors is an SEC-registered firm that provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm employs a fee-only model and blends active and passive strategies tailored to client-specific investment objectives.

John Slupski is a Certified Financial Planner (CFP®) with 25 years of experience in the financial services industry. He has been with Wingate Wealth Advisors, Inc. since 2017 and also has a 15-year tenure at East Coast Asset Management, LLC. Wingate Wealth Advisors provides investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment review process combining active and passive fund selections and manages client accounts primarily on a discretionary basis.

Jonathan Dunlea is a financial advisor at United Advisors America with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise, Fidelity Investments, and Penn Mutual Life Insurance. Outside of his advisory role, he is involved with VisaNotary, an additional business activity. United Advisors America serves individual investors, particularly those near retirement, as well as pension and profit-sharing plans. The firm employs an investment approach based on Modern Portfolio Theory, utilizing model portfolios, tailored asset allocation, and quarterly reviews to manage accounts.

Christopher Bekel is a CFP® and Series 65 registered advisor with 11 years of industry experience. He has worked at Wingate Wealth Advisors, Inc. since 2017 and has been associated with East Coast Asset Management LLC since 2013. Bekel is based in Lexington, MA. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment review process combining active and passive fund selections, manages over a billion dollars in client assets, and operates on a fee-only basis without accepting third-party compensation.

James Fonzi is a CFA® charterholder affiliated with Breakwater Capital Group and has one year of industry experience. His prior work includes roles at Deloitte & Touche LLP and US Financial Technology. Breakwater Capital Group serves individuals, high net worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, providing investment advisory and financial planning services. The firm constructs portfolios using fundamental analysis across various asset classes and offers discretionary and non-discretionary portfolio management, retirement plan advisory, and limited trustee services.

Kyle Dandurand is a CFA® charterholder with 20 years of industry experience. He is currently with Chemistry Wealth Management LLC, where he has worked since 2021, following 16 years at Ameriprise Financial Services, Inc. Chemistry Wealth Management is a team-based advisory firm managing over $1 billion for individuals, families, trusts, estates, and businesses. The firm provides discretionary investment management and financial planning, constructing customized portfolios using ETFs, mutual funds, individual securities, and options with a blend of fundamental and technical analysis.

Bernard Donohue III is a financial advisor at Financial Transparency with 26 years of industry experience. He holds the PFS™ credential along with Series 63 and Series 65 licenses. His prior work includes roles at Cssc Brokerage Services, Inc. and multiple related entities, as well as ownership of Donohue Consulting Group, Inc., where he provides financial services. Outside his advisory work, he owns a CPA practice offering auditing, accounting, tax, and business consulting services. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations. The firm employs an asset allocation strategy based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering a mix of passive and active investment models tailored through several programs, including customized managed accounts with options such as municipal bonds and socially responsible investing.

Michael Mallon is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Bridgeport Financial Solutions and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also involved in tax preparation through the Law Offices of Richard T. Mallon Jr. Bridgeport Financial Solutions serves individual and institutional clients by offering investment management, financial planning, retirement-plan advisory, and related consulting services. The firm manages portfolios through an Investment Committee and provides discretionary management with access to third-party and affiliated investment strategies.

Rachel Decarolis is a CFP® and Series 65-registered advisor with 11 years of industry experience. She has worked at Northstar Financial Planning, LLC since 2020 and previously at Northstar Financial Planning, Inc. and Perennial Advisors Group, LLC. Northstar Financial Planning advises individual clients, including high-net-worth households, and provides consulting services to employer-sponsored retirement plans. The firm employs a strategic asset-allocation approach combining passive ETFs with selected active managers and integrates technology such as Betterment Advisor Solutions to support automated portfolio management and reporting.

Jane Johnson is the sole advisor at Business Transition Academy, Inc. in Gloucester, MA, holding a Series 65 credential with six years of industry experience. She has worked at Alliance Private Wealth, LLC since 2022 and was previously with Commonwealth Financial Network from 2019 to 2025. In addition to her advisory roles, Johnson serves as CEO and Chief Compliance Officer of Business Transition Academy, where she provides exit planning services and facilitates insurance implementations through her licensed insurance practice. Business Transition Academy acts as a solicitor connecting individuals and high-net-worth clients with third-party registered investment advisers, focusing on referral services rather than managing client assets or portfolios. The firm also offers exit planning analyses for business owners and does not charge percentage-of-assets-under-management fees, instead receiving compensation through disclosed solicitor arrangements.