Brian Dillon is a financial advisor with Sandhill Investment Management, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 40 years of industry experience, including prior roles at MMA Agency, MMA Securities, Fiduciary Investment Advisors, LLC, and Positive Retirement Outcomes, LLC. Dillon serves as a regional vice president and board member for Ducks Unlimited, Inc., a nonprofit focused on wetlands and waterfowl conservation. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients, offering direct portfolio management, sub-advisory services, and model portfolios. The firm employs a fundamental, bottom-up research approach and typically follows a long-term, buy-and-hold investment strategy across diversified asset allocation, municipal bond, preferred-equity, and alternative investment strategies.

Katie Moore is a financial advisor with Finivi Inc. who holds Series 63 and Series 65 designations and has 14 years of industry experience. She previously worked at Aspencross Wealth Management, Triad Advisors, and Signator Investors. Finivi serves individual clients, business clients, and retirement plan participants, offering discretionary investment management and modular financial planning. The firm employs an active, core-satellite investment approach with portfolios tailored to client risk tolerance and also provides insurance products through its licensed brokerage.

Jennifer Moran is a financial advisor at Bartholomew & Company Wealth Management, LLC with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Ameriprise Financial Services, Inc. prior to joining Bartholomew & Company. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management and financial planning to institutional clients and individual investors. The firm employs an institutional research process and model portfolios that integrate active, passive, and core-satellite strategies, with a focus on fixed income, municipal bonds, and ESG-oriented approaches.

David Poole is a financial advisor at Verity Investment Partners with 15 years of industry experience. He has previously worked at Charles Schwab Investment Management and Thomaspartners, Inc. Poole holds Series 63 and Series 65 licenses. Verity Investment Partners manages discretionary portfolios and provides ongoing financial planning and family office consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes dividend-paying equities alongside fundamental and technical analysis and serves clients with a team of 12 advisors across five offices.

Paul Ma is a financial advisor at BG Investment Services, LLC with 12 years of industry experience. He holds the CFA® designation as well as Series 66 and Series 63 licenses. Prior to joining BG Investment Services in 2026, he worked at Fidelity Investments for 11 years. BG Investment Services offers comprehensive portfolio management and financial planning to a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm employs a variety of analytical methods and investment strategies tailored to client objectives and manages approximately $868 million in assets.

Kathleen Cyganiewicz is a financial advisor at Bartholomew & Company Wealth Management, LLC with nine years of industry experience. She holds the Series 66 designation and has worked with Commonwealth Financial Network since 2016 and Bartholomew and Company, Inc. since 2016. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management and financial planning services to institutional clients and individual investors. The firm uses an institutional research process and combines active, passive, and core-satellite strategies with an emphasis on short-term, high-grade fixed income and municipal bonds, managing approximately $1.92 billion in discretionary assets.

Thomas Shiffer is a CFP® with 24 years of industry experience, currently serving at Cadence Wealth Management LLC since 2010. He is also affiliated with CWM Consulting LLC and Purshe Kaplan Sterling Investments. Cadence Wealth Management is a team-based advisory firm serving individuals, high-net-worth families, trusts, and estates with discretionary and non-discretionary investment management and financial planning. The firm employs a long-term core asset-allocation approach combined with tactical overlays using technical analysis and rule-based modeling, managing portfolios that may include ETFs, mutual funds, individual securities, and option strategies.

Allen Dillaire is a CFP® with 27 years of experience in the financial services industry. He is currently with Bartholomew & Company Wealth Management, LLC, where he has worked since 2026, and previously held roles at Commonwealth Financial Network and H.D. Vest Investment Services. Outside of his advisory work, he provides tax preparation and general accounting services in Worcester, MA. Bartholomew & Company Wealth Management, LLC serves a diverse client base including institutional entities and individual investors, offering asset management, financial planning, and retirement-plan consulting. The firm employs an institutional research process with model portfolios combining active, passive, and core-satellite strategies, focusing on fixed income and municipal bonds, and integrates ESG-oriented approaches.

Carmen Grinkis is a CFP® professional with 12 years of experience, currently serving at AAF Wealth Management, LLC. She has been affiliated with AAF Wealth Management and AAFCPAs Insurance since 2016 and is also involved with Income Protection Partners. Outside of advisory work, she holds a managerial role at AAFCPAs Insurance, overseeing licensing and product evaluations. AAF Wealth Management provides investment advisory, financial planning, and pension consulting services to a diverse client base, including individuals, trusts, retirement plans, non-profits, and businesses. The firm employs a formal manager-selection process combining quantitative and qualitative analysis and offers discretionary asset management across various investment types.

Evan Fischthal is an advisor at Finivi Inc. with a Series 65 credential and one year of industry experience. Prior to joining Finivi, he worked at Keenan Financial and held various roles including positions at The Quiet Zone and Newport Harbor Island Resort. Finivi serves individual and business clients by providing discretionary investment management, financial planning, estate-planning facilitation, and financial education. The firm employs an active, core-satellite investment approach and offers specialized services such as portfolio management for business clients and family-meeting facilitation.

Edward Sherr is a financial advisor with Carl P. Sherr & Co., LLC in Worcester, MA, holding Series 63 and Series 66 licenses and 37 years of industry experience since joining the firm in 1989. Carl P. Sherr & Co. provides investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes individualized investment policies, asset allocation, and long-term holdings, managing most assets on a discretionary basis with a team approach and centralized oversight.

Justin Griffin is a financial advisor with New Harbor Financial Group, LLC in Worcester, MA. He holds a Series 65 designation and has 14 years of industry experience, with over a decade at New Harbor Financial Group. Outside of his advisory role, he serves as a trustee for the Princeton Land Trust, where he attends board meetings and conducts site visits to oversee land use and compliance. New Harbor Financial Group is a team-based registered investment adviser that provides investment management, wealth management, and financial planning to individuals, trusts, estates, charities, and business entities. The firm uses a blend of fundamental, technical, and cyclical analysis in managing client portfolios across a range of investment vehicles and offers both discretionary and non-discretionary services.

Brian Jamros is a financial advisor at Bartholomew & Company Wealth Management, LLC in Worcester, MA, holding a Series 66 designation with 10 years of industry experience. He has been with Bartholomew & Company and Commonwealth Financial Network since 2016. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning to institutional clients and individual investors, utilizing an institutional research process with model portfolios that include active, passive, and core-satellite strategies. The firm manages approximately $1.92 billion in discretionary assets with a focus on fixed income and municipal bond strategies, offering both retirement-plan and wealth management consulting.

Casey Clarke is a CFP® and ChFC® with 27 years of industry experience, currently serving as an advisor at Cadence Wealth Management LLC since 2010. He holds a Series 63 license and is based in Westborough, MA. Cadence Wealth Management is a team-based advisory firm that offers discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth families, trusts, and estates. The firm employs a long-term, core asset-allocation philosophy combined with tactical overlays using technical analysis and proprietary rule-based modeling, constructing portfolios from ETFs, mutual funds, individual securities, and option strategies.

James Walsh is a financial advisor with Byrne Financial Freedom, LLC, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Byrne Financial Freedom and LPL Financial LLC since 2007. Byrne Financial provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a primarily long-term, fundamental analysis approach using low-cost mutual funds, ETFs, and individual securities when appropriate, along with ongoing portfolio monitoring, rebalancing, and tax management.

Kevin Hodson is a financial advisor at AAF Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at AAF Wealth Management and Fidelity Brokerage Services. AAF Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, trusts, retirement plans, non-profits, and business entities. The firm employs a formal manager-selection process combining quantitative and qualitative analysis and offers discretionary asset management across various investment types.

Ryan Bouchey is a CFP® professional with five years of industry experience. He is currently with Bouchey Financial Group, Ltd., where he has worked since 2012 with a brief period at New Age Wealth Advisors LLC. He also serves as a consultant to New Age Wealth Advisors, advising on asset allocation and operational matters. Bouchey Financial Group, Ltd. serves individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations. The firm provides wealth management, investment management, discretionary portfolio management, and retirement plan advisory services, employing a long-term investment approach complemented by tactical adjustments.

Martin Baker is a CFP® with 22 years of experience in the financial services industry. He is currently with Canby Financial Advisors, joining their five-advisor team in 2025. Prior to that, he held positions at Commonwealth Financial Network and Fidelity. Canby Financial Advisors is an SEC-registered firm managing approximately $729.4 million in client assets. The firm offers personalized financial planning and investment management to a diverse client base, including retirement plans and institutional accounts, using a long-term approach with a range of investment vehicles such as mutual funds, ETFs, and individual securities.

Spencer Lyons is a Certified Financial Planner® at Carr Financial Group in Worcester, MA, with six years of industry experience. His prior roles include positions at LPL Financial, Mass Mutual, Edelman Financial Engines, and Commonwealth Financial Network. Carr Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic asset allocation approach using diversified mutual funds and ETFs, offering discretionary portfolio management alongside specialized family office services.

Brian Hawley is a CFA® charterholder with 19 years of industry experience. He is currently with Freedom Investment Management, Inc., where he has worked since 2023. Prior to that, he held roles at 3 D/L Capital Management, LLC, 3D Asset Management, Inc., and Sterling Insurance Solutions, Inc. Freedom Investment Management is an SEC-registered adviser serving retail and institutional clients through discretionary separately managed accounts, model portfolios, financial planning, and turnkey administrative services. The firm uses quantitative, factor-based, and systematic approaches combined with passive index funds and ETFs to construct diversified portfolios and manage risk.