Rishi Tadi is a financial advisor at Prakash Investment Advisors LLC with a Series 65 designation and no prior industry experience. Before joining the firm in 2026, he worked at State Street Bank and Trust from 2017 to 2026. Prakash Investment Advisors LLC provides discretionary investment management and financial consulting primarily to individual and high-net-worth clients, as well as trusts and retirement accounts. The firm constructs customized portfolios and employs fundamental analysis tailored to client goals, using a range of securities including equities, bonds, and derivative strategies.

Sid Chaudhry is a financial advisor at Thurston Hall Investment Research, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Familywealth Asset Management and Fidelity Investments. Thurston Hall Investment Research provides discretionary portfolio management primarily to individual clients, including many high-net-worth households. The firm employs a fundamentally driven, conservative investment approach with limited trading and diversification, and it uses derivatives and margin strategies subject to suitability and client authorization.

David Corman is a financial advisor at Generations Retirement Group, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AE Wealth Management, LLC before returning to Generations Retirement Group, where he has been involved since 2011. In addition to advisory services, he is a licensed insurance agent engaged in insurance sales. Generations Retirement Group, LLC is a registered investment adviser serving individuals and high-net-worth clients with tailored investment advisory and financial planning services. The firm offers managed account programs and employs strategies including asset allocation, dollar-cost averaging, and technical analysis, with accounts reviewed quarterly and Fidelity recommended as custodian.

William Yandow is a financial advisor at Monadnock Capital Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at O'neil Securities, Incorporated and William O'neil + Company since 2015 and 2016, respectively. Monadnock Capital Partners provides fee-based portfolio management and occasional pension consulting to individuals, high-net-worth clients, businesses, and institutional clients. The firm employs a fundamental, disciplined, and selective investment approach, managing a small client roster with discretionary authority and ongoing senior team oversight.

John Levangie is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Darrow Wealth Management, where he has worked across multiple periods since 2021. His prior experience includes roles at Anchor Capital Advisors LLC, Wedmont Private Capital, and GW & Wade, LLC. Outside of his advisory duties, he serves as trustee of the Philip J. LeVangie Family 2002 Irrevocable Trust. 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 utilizes low-cost ETFs and select mutual funds, managing roughly $392 million in discretionary assets and offering a broader service mix that includes project-based consulting and estate settlement support.

Sean Pearce is a financial advisor at Leeb Capital Management, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he served six years in the United States Marine Corps and worked at Brent International School Manila. He is also employed at the University of Massachusetts, Boston. Leeb Capital Management provides investment supervisory services to individuals, institutions, trusts, pensions, and profit-sharing plans, managing approximately $111.9 million in assets across about 60 clients. The firm employs a combination of top-down macroeconomic theme identification and bottom-up fundamental security selection in its portfolio management.

John Dorfman is the principal of Dorfman Value Investments LLC in Newton, MA, with 24 years of industry experience. He has been managing Dorfman Value Investments since 2014 and has written a syndicated stock market column since 1997, which appears in multiple publications including Forbes.com and the Las Vegas Review Journal. Dorfman also serves as a director of the New Generation Turnaround Fund, an offshore hedge fund that was in the process of closing as of 2022. Dorfman Value Investments LLC provides discretionary portfolio management to individual and institutional clients, focusing on fundamentals-driven, value-oriented equity management. The firm typically constructs customized portfolios of 20–40 long positions across various market capitalizations, employing strategies aimed at long-term capital appreciation and offering occasional use of derivatives and equity short positions.

John Mileszko is a financial advisor with Betro Mileszko & Company, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Betro Mileszko & Company since 2007. Betro Mileszko & Company provides investment advisory and portfolio management services primarily to individuals, high-net-worth clients, profit-sharing plans, and trusts. The firm focuses on individualized strategies using no-load mutual funds and ETFs, managing accounts on a discretionary, fee-only basis.

Richard Sentnor is a financial advisor at Advisory Resource Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Advisory Resource Group and LPL Financial since 2015. Outside of advisory services, he is involved in non-variable insurance sales, including disability, fixed annuities, life, and long-term care insurance. Advisory Resource Group, LLC provides financial planning and consulting to individuals, high-net-worth clients, and businesses, focusing on written plans and ad-hoc consultations rather than ongoing discretionary investment management. The firm typically offers engagements on an hourly or fixed-fee basis and supports implementation through affiliated broker-dealer and insurance channels.

Tony Proctor is a CFP® professional with 21 years of industry experience and has been with Proctor Financial since 1994. He holds a Series 63 license and works from Wellesley, MA. Proctor Financial serves individual clients, including those near retirement, as well as trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers discretionary investment management and ongoing financial planning, utilizing a proprietary Time-weighted Cash-flow Methodology to create customized asset-allocation plans and providing in-house tax-preparation services along with access to negotiated structured notes and daily account reporting.

Evan Kulak is a Series 65-licensed financial advisor with 10 years of industry experience, currently with Polaris Financial, LLC. He has served in principal and wealth advisor roles at Polaris Portfolios, LLC since 2015. Polaris Financial provides investment advisory and financial planning services to individuals, businesses, non-profits, and credit unions, utilizing model portfolios and a combination of macroeconomic, tactical, and fundamental analysis to manage discretionary portfolios across diverse strategies. The firm serves a large client base with relatively low account minimums and emphasizes institutional relationships and workplace financial wellness solutions.

Brian Sokolowski is a CFA charterholder with eight years of experience at Bluebird Wealth Management LLC and 14 years previously at Cambridge Trust Company. He is based in Medfield, MA. Bluebird Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering fee-only financial planning and discretionary portfolio management. The firm emphasizes ongoing advisory relationships, integrating financial planning with portfolio oversight, and employs a mix of modern portfolio theory, fundamental and quantitative analysis.

Barnet Goverman is a CFP® with over 32 years of experience in financial advising. He has been with Financial Solutions Associates since 1993. Financial Solutions Associates is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, small businesses, retirement plan participants, and charitable organizations. The firm manages approximately $172 million in discretionary assets using a strategic asset allocation approach that includes both active and passive mutual funds and ETFs, supplemented by tactical allocations and global diversification.

Lauris Lambergs is a financial advisor at Renaissance Wealth Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fieldstone Financial Management Group and RayLign Advisory. Renaissance Wealth Advisors provides comprehensive wealth advisory services to individuals, high-net-worth clients, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management alongside ongoing financial planning. The firm employs a primarily long-term investment process based on fundamental analysis and serves a notable international client base through an affiliated advisory presence in Baltic markets.

Norman Forness is a financial advisor with Forness Financial LLC in Needham, MA, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked at Forness Financial since 2014 and has been associated with IDS Life Insurance Company since 1998. Forness Financial serves individuals, high-net-worth clients, trusts, and estates with discretionary investment management, financial planning, and consulting. The firm employs a primarily long-term, fundamentals-driven approach, constructing diversified portfolios tailored to client goals and risk tolerance.

Kimberly Forness is a CFP® with eight years of industry experience, currently serving as an advisor at Forness Financial LLC since 2017. Prior to joining the firm, she was a homemaker for four years. Forness Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentals-driven approach, constructing diversified portfolios tailored to client goals and risk tolerance.

William Kelly is a financial advisor at Generous Wealth Management in Hull, MA, holding a Series 66 designation and bringing 21 years of industry experience. He worked at Verity Capital Management, LLC for 13 years before joining Generous Wealth Management, where he has been since 2023. Generous Wealth Management serves individuals, including high-net-worth clients, charitable organizations, and businesses with discretionary investment management, financial planning, retirement plan advisory, and fee-based annuity services. The firm emphasizes strategic asset allocation based on modern portfolio theory and often incorporates outside managers and alternative investments in client portfolios.

William Sempolinski is a CFP® and ChFC® with 32 years of industry experience, currently serving as an advisor at Five Corners Financial Services in Easton, MA. He previously worked at Commonwealth Financial Network for 27 years before establishing his current practice. In addition to his advisory role, he owns a tax and accounting business and serves as treasurer and board member for the Quincy Animal Shelter. Five Corners Financial Services provides discretionary wealth management and financial planning primarily for individuals, high net worth clients, trusts, and estates. The firm manages approximately $292 million across about 290 accounts, using a blend of exchange-traded funds, low-cost mutual funds, and selective individual securities, employing fundamental, technical, cyclical, and charting analyses in portfolio construction.

David Vanduyn is a Series 65-licensed financial advisor with 15 years of industry experience. He has been with Patriot Mullare Associates, Inc., an independent firm based in Hingham, MA, since 2006. Patriot Mullare Associates provides discretionary investment management to a diverse client base including foundations, endowments, corporations, unions, and pension or profit-sharing plans. The firm employs a fundamental, value-oriented approach to equities and prefers investment-grade fixed-income with diversification and issuer limits, managing accounts without margin, short sales, or derivatives.

Matthew Slaney is a CFA® charterholder with 24 years of industry experience. He has been with Finarc Investments, Inc. since 2012. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, providing discretionary and non-discretionary portfolio management, pension consulting, and financial planning. Finarc Investments employs a blend of fundamental and technical analysis and maintains a small advisory team managing a substantial asset base with a focused client roster.