Helen Jamieson is a CFA® charterholder with seven years of industry experience. She is currently with Radius Capital Advisors, where she has worked since 2026, following prior roles at Commons Capital, LLC, and Radius Capital Management. She also worked in education and spent time as a stay-at-home parent. Radius Capital Advisors provides investment management and financial planning services to individuals, trusts, retirement plans, and other entities. The firm focuses on diversified ETF portfolios, buffered/defined-outcome ETFs, and short-term U.S. Treasury securities, employing strategies that emphasize technical analysis, dynamic allocation, and risk management.

Dennis Wassung Jr. is a financial advisor at Abbot Financial Management, Inc. with 24 years of industry experience. He holds the CFA® designation and Series 63 license. His prior experience includes roles at Huntwicke Securities, LLC, Huntwicke Advisors, LLC, and Cabot Wealth Management. Abbot Financial Management provides discretionary investment management, financial planning, and retirement-plan consulting for individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $359 million in client assets and constructs customized portfolios using a variety of securities, employing both fundamental and technical analysis with a generally long-term investment approach.

Andrew Novelline is a CFA® charterholder with 23 years of industry experience. He has been with Abbot Financial Management, Inc. since 2005. Abbot Financial Management provides discretionary investment management, financial planning, and retirement-plan consulting for individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $359 million in client assets and uses both fundamental and technical analysis to tailor portfolios based on client goals, risk tolerance, and time horizon.

James Lawson is a financial advisor with Heritage Financial Network, Inc. in Concord, MA, holding 32 years of industry experience. He has been with Ropes & Gray since 1981. Heritage Financial Network, Inc. provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across various asset classes, and manages approximately $85 million in client assets.

Kimball Halsey is a financial advisor with Radius Capital Advisors in Concord, MA, holding a Series 65 designation and 23 years of industry experience. He previously worked at Commons Capital, LLC and Radius Capital Management, LLC. Radius Capital Advisors provides investment management and financial planning services to individuals, trusts, retirement plans, and other entities. The firm focuses on diversified ETF portfolios, buffered/defined-outcome ETFs, and short-term U.S. Treasury securities, employing strategies based on technical analysis, dynamic allocation, and risk management.

Raymond Jacques is a CFP® professional with 40 years of experience in the financial industry. He has been with New England Schooner, Inc. since 1998 and also has a long tenure at Royal Alliance Associates, INC. Outside of his advisory work, Jacques is involved in youth hockey programs, serving as a team director and coach for nonprofit and LLC-sponsored girls and boys hockey teams. New England Schooner, Inc. provides portfolio management, financial planning, and pension consulting to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach is grounded in fundamental analysis and tailored to client goals and risk tolerance, managing portfolios across various asset classes while maintaining limited discretionary authority.

Dennis Caulfield is a financial advisor at Boston Harbor Investment Management with 13 years of industry experience. He holds a Series 65 designation and serves as Chairman and CEO of Quantitative Securities Research, Inc., where he develops investment models. Additionally, he is President of Kenmare Capital Inc., advising on aircraft lease structuring. Boston Harbor provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional clients, focusing on U.S. large-cap equities through proprietary quantitative models. The firm operates at a boutique scale and emphasizes transparency by publicly presenting audited hypothetical and actual performance data.

Abigail Lowell is a financial advisor with Gallugi Wealth Management, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. She previously worked at Purshe Kaplan Sterling Investments from 2021 to 2024 and has been affiliated with Michael J. Gallugi, CPA since 2014, providing tax and accounting services. Outside of her advisory role, she is a licensed insurance professional. Gallugi Wealth Management offers discretionary investment management to individuals and charitable organizations, combining portfolio construction and supervision with in-house accounting and tax services. The firm uses a fundamentally driven, primarily long-term investment approach with diversified mutual funds and ETFs, while also incorporating tactical strategies and alternative investments when appropriate.

Sean Connolly is a CFP®-designated financial advisor with over 31 years of industry experience. He has been with ArborStone Financial, LLC and Purshe Kaplan Sterling Investments, Inc. since 2026, following a 31-year tenure at Ameriprise. Connolly is also a licensed insurance agent, spending approximately 10% of his time on insurance sales and implementation. ArborStone Financial provides discretionary wealth management and investment advisory services primarily to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach focuses on fundamental analysis and strategic asset allocation through model and tailored portfolios, offering long-term strategies with occasional rebalancing or trading to address client-specific needs.

Hope Canniff is a Series 65 credentialed advisor with Advanced Portfolio Design, LLC, where she has worked for a total of four years. Her background includes positions at Moonstones Restaurant and academic roles at the University of Massachusetts, Lowell and the University of Central Florida. Advanced Portfolio Design serves individuals, families, business owners, trusts, and charities with fee-only asset management and comprehensive financial planning, utilizing asset allocation and Modern Portfolio Theory in portfolio construction. The firm offers both active and passive investment approaches and incorporates tax-aware planning, including tax preparation services, while managing accounts on discretionary and non-discretionary bases.

Jillian Brooks is a financial advisor at Cox Capital Management LLC with a Series 65 credential and two years of industry experience. Prior to joining Cox Capital Management, she worked at Centers for Learning UMASS Lowell and has experience in entrepreneurship through Cowabunga's Indoor Inflatable Playground. 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 proprietary quantitative analysis with a long-term investment orientation.

Kevin Kennedy is a financial advisor at Flying Point Financial, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Flying Point Financial in 2020, he worked at Morgillo Financial Management, Inc. for 19 years. Flying Point Financial is a privately owned registered investment adviser serving individual investors, high-net-worth households, retirement plans, trusts, estates, and corporations. The firm offers financial planning and wealth management services, managing portfolios largely on a discretionary basis using fundamental analysis across equities, fixed income, mutual funds, and ETFs.

Jason Haviland is a CFA® charterholder with 10 years of industry experience. He has been with Cottage Street Advisors since 2017, following a year at J. Bradford Investment Management. The firm serves individuals, trusts, estates, charitable trusts, and business entities, providing discretionary investment management, financial planning, and consulting. Cottage Street Advisors employs a fundamental, value-oriented investment approach combined with top-down macro assessments to manage portfolios using a variety of asset classes and strategies.

Jarod Bloom is a CFP® with 26 years of industry experience and has been with Sechrest Financial Services since 2005. He is also a partner in Sechrest & Bloom, LLC, a CPA firm offering tax planning, preparation, accounting, and bookkeeping services. Sechrest Financial Services provides fee-only wealth management and comprehensive financial planning to individuals, businesses, trusts, estates, and employer retirement plans. The firm emphasizes customized investment policies implemented primarily with no-load mutual funds and ETFs, and it operates largely on a non-discretionary basis.

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.

Amy Mccoy is a financial advisor at Lincoln Management with 21 years of industry experience. She has been with Lincoln Management since 1996. Lincoln Management advises individuals, trusts, charitable organizations, and business entities, focusing on continuous investment supervisory services for a small client roster. The firm employs a fundamental analysis and buy-and-hold investment approach while also using short-term trades and other strategies as appropriate, with a distinctive two-advisor structure serving longstanding trustee relationships.

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 12 years of industry experience. He is affiliated with Boston Harbor Investment Management and has been involved with Ploder Capital Management, L.L.C. since 2006. Boston Harbor Investment Management provides discretionary portfolio management services to high-net-worth individuals, family offices, and institutional clients, focusing on U.S. large-cap equities through separately managed accounts. The firm utilizes proprietary quantitative models based on a fundamentals-driven theory emphasizing residual earnings and maintains a boutique scale with a selective client base.

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.