Jeffrey Kutz is a CFP® and CFA® with 33 years of industry experience. He is currently an investment advisor representative at ArborStone Financial, LLC and also serves as a registered representative with Purshe Kaplan Sterling Investments, Inc. Prior to joining ArborStone and PKS in 2026, he spent over three decades at Ameriprise. ArborStone Financial provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm follows a fundamentals-driven, primarily long-term investment approach using model portfolios composed of ETFs, mutual funds, and individual securities, and incorporates independent managers when appropriate.

Iwona Cholewa is a CFA® charterholder with 25 years of industry experience. She is currently a financial advisor at PowerHouse Assets LLC and has held prior roles at Dimensional Fund Advisors LP and Hemington Wealth Management. Outside of her advisory work, she is involved in adventure travel. PowerHouse Assets LLC provides ongoing portfolio management primarily to individual and high-net-worth clients, focusing on broadly diversified portfolios constructed with low-cost, tax-efficient mutual funds and ETFs. The firm emphasizes global asset-class allocation and long-term risk/return tradeoffs, managing discretionary accounts with a high concentration of assets per advisor.

Amy Mccoy is a financial advisor at Lincoln Management in Carlisle, MA, with 22 years of industry experience. She has been with Lincoln Management since 1996, totaling 30 years at the firm. Lincoln Management provides investment supervisory services to individuals, trusts, charitable organizations, and business entities. The firm employs a primarily fundamental analysis-driven, buy-and-hold investment approach while also utilizing short-term trading and other strategies tailored to client objectives, serving both high-net-worth and non-high-net-worth clients with a predominantly non-discretionary portfolio structure.

Rosemarie Connolly is the principal advisor at Connolly Financial Advisors, Inc. in Havertown, PA, holding CFP® certification and Series 63 and 65 licenses, with 23 years of experience in financial advising. She also operates a CPA practice providing tax and accounting services to individuals and various business entities. Connolly Financial Advisors offers wealth management, investment advisory, and comprehensive financial planning primarily for individual clients, as well as trusts, estates, charitable organizations, business entities, and retirement plans. The firm manages client portfolios on a non-discretionary basis through a manager-of-managers structure using the SEI Private Trust Company platform.

Robert Ploder is a CFA® charterholder with 13 years of experience in the financial industry. He previously worked at Ploder Capital Management, L.L.C. from 2006 to 2007. He is currently with Boston Harbor Investment Management, a firm that provides discretionary portfolio management services primarily to high-net-worth individuals, family offices, and institutional clients. Boston Harbor focuses on managing concentrated large-cap U.S. equity portfolios driven by proprietary quantitative models licensed from an affiliated research firm, offering multiple variants of its SELECT 40 strategy with active risk-monitoring features.

Alice Finn is a CFP® professional with 27 years of experience in the financial advisory industry. She has been with PowerHouse Assets LLC since 2011. PowerHouse Assets manages individualized, discretionary portfolios primarily for high-net-worth individuals, focusing on global asset-class allocation and low-cost, tax-efficient funds. The firm maintains a small team of three advisors and oversees approximately $207 million, emphasizing diversified portfolios aligned with clients’ time horizons and risk tolerances.

Richard Losanno Jr. is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Single Track Financial, Inc. and holds Series 63 and Series 65 licenses. He has worked at Rosebud Capital, LLC since 2000. Single Track Financial provides portfolio management, investment advisory, tax compliance, and wealth planning services to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $34 million across a small client base and employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients’ objectives and risk tolerances.

Ethan Brown is a financial advisor at Cox Capital Management LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Cox Capital Management since 2015. Cox Capital Management LLC serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, and quantitative analysis methods with a long-term investment approach.

Charles Lawson is a CFP® with 32 years of experience in the financial advisory industry. He has been with Heritage Financial Network, Inc. since 1986. Outside of his advisory work, Lawson is an ice skating instructor, dedicating several hours per week to teaching. Heritage Financial Network, Inc. is an independent firm that provides fee-based investment advisory and financial planning services to a variety of clients including individuals and institutions. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across diverse asset classes to manage risk and pursue performance improvements.

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.

William Herbert is a Series 66-licensed advisor at Balanced Wealth Management, LLC with three years of industry experience. He previously worked at Guardian Life and has been involved in insurance sales and implementation of insurance recommendations. Balanced Wealth Management provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages customized, primarily long-term portfolios using mutual funds, ETFs, and occasional third-party managers, and offers retirement plan advisory services including ERISA fiduciary support and participant education.

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.

Irwan The is a financial advisor at Battle Green Advisors with a Series 65 credential and four years of industry experience. Prior to founding Battle Green Advisors, he worked at Epsilon for nine years. Battle Green Advisors provides discretionary investment management and retirement rollover advice to individuals, high-net-worth investors, and businesses. The firm uses a combination of fundamental analysis, quantitative models, machine learning, and technical indicators to construct portfolios and employs an articulated margin policy that restricts borrowing in downward or flat markets.

Bradford Nichols is a financial advisor with Nefpg, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Raymond James Financial Services Advisors and Mass Mutual Investors Services, among other firms. Outside of advisory work, he is an owner of a business unrelated to investments and serves as an executor and successor trustee for a family trust. Nefpg serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, estates, and charitable organizations. The firm provides asset management, investment advisory consulting, and financial planning, utilizing a variety of analytical methods and strategies, and participates in multiple Raymond James wrap-fee programs.

Brian Boswell is a CFP® professional at Newbridge Wealth Management in Malden, MA, with 13 years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, 529 Expert, LLC, and Savingforcollege.com. Newbridge Wealth Management is an independent, fee-only registered investment adviser serving individuals and a variety of institutional clients. The firm offers comprehensive financial planning and a macro-tactical investment approach that emphasizes asset-class allocation, using a mix of index funds, active managers, and non-traditional assets, with a client base that includes several specialized institutional segments.

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.