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.

Kevin Degnan is a CFA® charterholder with two years of industry experience. He currently works at CFS Financial, LLC and has prior experience at Bowen Advisors, Inc. and Siemens Healthcare. In addition to his advisory role, he is involved with College Aid Pro, Inc., a college-planning business. CFS Financial provides investment advisory and portfolio management services primarily to individual clients, focusing on customized Investment Policy Statements and offering asset allocation, security selection, and retirement account advice. The firm employs a long-term, Modern Portfolio Theory–based approach, typically holding positions for more than a year and using a combination of ETFs, low-cost mutual funds, and legacy holdings.

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.

Corrinne Rivers is a CFP® professional with three years of industry experience, currently serving as an advisor at Theory Planning Partners. She has previously worked with Childfree Wealth and Ellevest, and contributed to Kitces.com for five years. Theory Planning Partners works primarily with small- to mid-size business owners and their executives, providing executive financial planning, corporate consulting, and investment portfolio management focused on broadly diversified, tax-aware model portfolios.

Catherine Mckenna is a financial advisor with Beal Consulting, Inc. in Boston, MA, holding a Series 65 designation and over 20 years of industry experience. She has been with The Beal Consulting Group since 1999. Beal Consulting provides personalized asset management and financial education to moderate- and high-net-worth individuals, families, and small endowments. The firm employs a diversified, global investment framework and a collaborative, education-focused portfolio design, managing client accounts primarily on a discretionary basis.

Joshua Cahill is a financial advisor at Family Partners Capital, LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Portolan Capital Management for 15 years. Cahill has been with Family Partners Capital since 2019. Family Partners Capital provides discretionary portfolio management primarily to high-net-worth individuals, endowments, and foundations. The firm employs a concentrated equity approach combined with active use of options and trading strategies, conducting monthly portfolio reviews under discretionary authority.

Wenhua Zhang is a CFA® charterholder and Series 63 licensee with three years of industry experience. They are currently with Atlas Capital Investment LLC and previously worked at Azia Capital Partners for ten years and Tan Lane Holdings, Ltd. for one year. Outside of advising, Wenhua serves as CFO and investor for Hourly Work LLC, a recruiting phone app. Atlas Capital Investment LLC provides portfolio management and financial planning services primarily to high-net-worth individuals and business entities. The firm employs a combination of cyclical, fundamental, and quantitative analysis, using both long- and short-term trading strategies, and offers performance-based fee arrangements for qualified clients.

Vincent Serratore is president and CEO of Heritage Wealth Management and Heritage Financial Group, Inc., with 29 years of experience in the financial industry. He has worked at Coastal Equities, Inc. since 2015 and has been with Heritage Financial Group since 2001. Outside of his advisory roles, he is involved with Bardown Enterprises Ltd, which owns a girls youth hockey team. Heritage Wealth Management provides personalized investment management and consulting to individuals, including high net worth clients, as well as charitable organizations and small businesses. The firm employs proprietary asset-allocation strategies and offers discretionary and non-discretionary account management, integrating investment and insurance services through an affiliated business.

Mary Anne Gucciardi is a CFP® and Series 65 credentialed financial advisor with four years of industry experience. She is the sole advisor at Wealthmind Financial Planning, where she has worked since 2023. Prior to that, she spent three years at Old Peak Finance and was involved with Charles Waban Group, LLC DBA Dragonwing girlgear for thirteen years. Wealthmind Financial Planning is a fee-only firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm employs a mix of passive and active strategies based on modern portfolio theory and offers customized planning across various financial areas.

Jay Lebed is a financial advisor with Lebed Asset Management LLC in Boston, MA, holding a Series 65 designation and 22 years of industry experience. He has worked with Boston Portfolio Advisers, LLC since 2014 as vice president and indirect minority owner, managing client relationships and providing investment advice. Lebed Asset Management LLC provides discretionary investment management primarily to high-net-worth individuals, trusts, and family partnerships, focusing on separately managed equity portfolios and diversified strategies using fundamental analysis and intrinsic-value principles. The firm shares operational resources with its affiliate, Boston Portfolio Advisers, LLC, and manages roughly $24 million in assets across about a dozen accounts.

Joseph Hosler is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Integrity Financial Advisors, LLC since 2021. He also owns Auour Advisory, where he provides strategic consulting services to private and public corporations, advising executives on business models. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by offering portfolio management through third-party managers alongside financial consulting and retirement advice. The firm primarily recommends active, discretionary management via affiliated investment advisers and provides ongoing account monitoring and performance reporting.

Walter Downey is the principal of Downey Capital Management, Inc. in Boston, MA, with 27 years at the firm and 20 years of industry experience. Downey Capital Management provides discretionary investment management to high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on tailored portfolio management using fundamental and technical analysis, typically managing portfolios composed of equities, fixed income, ETFs, and selectively, privately placed securities.

Hendrix Berry is a CFP® and holds a Series 65 license with nine years of industry experience. He currently works at Obran Capital Advisors LLC, where he has been since 2023, following prior roles at Obran Cooperative LCA, Boston Ujima Project, and Balanced Rock Investment Advisors LLC. Obran Capital Advisors LLC is a fee-only investment adviser serving individuals, businesses, trusts, and charitable organizations. The firm employs a combination of traditional and modern portfolio techniques, integrates values-based screening and social-movement alignment, and offers customized wealth management and financial planning services.

Daniel Carman is a CFA® credentialed advisor with two years of industry experience. He is currently with Park State Asset Management LLC, having joined in 2025, and previously worked at Alapocas Investment Partners, Bank of America, Boston College Carroll School of Management, and State Street Bank. Outside of his advisory role, he serves as a portfolio manager at Alapocas Investment Partners. Park State Asset Management provides discretionary and non-discretionary investment management and consulting to individuals, charitable organizations, profit-sharing plans, and trusts. The firm emphasizes fundamental, business-oriented analysis and long-term ownership, focusing on concentrated global equity portfolios alongside conservative and balanced strategies tailored to client needs.

Kenneth Doerr is a financial advisor at Auour Investments LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Keystone Capital Corporation and Auour Advisory LLC since 2014. 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 uses proprietary asset-allocation models and a multi-factor quantitative framework to guide its investment strategies, combining direct management with broad third-party distribution through sub-advisory and signal service arrangements.

Raymond Bligh is a CFP® and Series 66 credentialed advisor at Bounty Management Corporation with 18 years of industry experience. He has worked at Bounty Management since 2008 and previously at Bofa Advisors, LLC for one year. Bounty Management Corporation provides discretionary investment management and limited financial consulting to individuals, families, trusts, and charitable organizations, focusing on separately managed accounts invested in publicly traded stocks, bonds, ETFs, and mutual funds. The firm employs a long-term investment approach combining macroeconomic analysis with fundamental company valuation metrics, tailoring portfolios to client constraints and preferences.

Peter Wernau is a financial advisor at Wernau Asset Management in Gloucester, MA, with 22 years of industry experience. He holds a Series 65 designation and has previously worked at Back Bay Mortgage Brokers LLC. Outside of his advisory role, he is co-founder and owner of two private startup investment firms, Apricot Capital LLC and Fish City Capital LLC. Wernau Asset Management provides fee-based discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a value-oriented approach combining fundamental, cyclical, and technical analysis across various securities and offers active strategies including option-writing, short sales, margin trading, and other derivatives within separately managed accounts.

Kaitlyn Carlson is a CFP® with 12 years of industry experience and currently works at Theory Planning Partners. Her prior experience includes roles at Civitas, Minot Wealth Management, and UBS Financial Services. Theory Planning Partners serves small- to mid-size business owners and their executives, as well as individual clients, trusts, and estates. The firm combines executive financial planning and corporate consulting with investment portfolio management, emphasizing long-term, diversified portfolios and coordination with clients’ other professional advisors.

Paul Fortin is a financial advisor with Harbor Island Capital LLC in Topsfield, MA, holding 27 years of industry experience. He has been with Harbor Island Capital since 1999. Harbor Island Capital provides discretionary, personalized portfolio management to high-net-worth individuals, associated trusts, and other legal entities, focusing on direct equity investments along with mutual funds or ETFs. The firm employs a fundamental, value-oriented stock-selection process with concentrated portfolios and emphasizes hands-on oversight for a small client base.