Gregory Clifford is a Series 66-registered financial advisor with 13 years of industry experience. He is the CEO of The Clifford Group LLC, where he has worked since 2022, and previously held roles at Triad Advisors LLC, NewEdge Advisors, Bank of America, and Merrill. Clifford contributes articles as a member of the Forbes Finance Council. The Clifford Group provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach based on fundamental analysis, utilizing ETFs, mutual funds, stocks, and bonds, supported by third-party AI tools with human oversight.

Misty Lynch, CFP® is the Owner and CEO of Sound View Financial Advisors, LLC. She is passionate in her commitment to help her clients handle their finances and lives with confidence. A fee-only fiduciary and independent financial advisor, Misty does not receive commission and is legally required by her certifications to provide unbiased and reputable financial advice. Misty hosts the unscripted reality show HEARTBROKE and the Demystifying Money podcast. She is also the author of DEMYSTIFYING MONEY and a personal finance expert and resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero and many others. Investopedia named her one of the Top 100 Financial Advisors in 2021 and US News and World Report called her one of the 9 Women in Finance to Follow "because sometimes you need life advice, not just financial advice." When she isn't working you can find her reading mysteries, skiing the East Coast or coaching her kids basketball and field hockey teams. Misty lives with her husband and children in Walpole, MA.

Thomas Padovano is a financial advisor with Exchange Place Advisors, LLC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Exchange Place Advisors since 2004. Exchange Place Advisors, LLC is an SEC-registered investment adviser that provides financial planning, consulting, and discretionary investment management to individuals, corporations, and other entities. The firm emphasizes asset allocation and diversification, implementing portfolios with mutual funds, ETFs, and individual fixed-income and equity securities tailored to clients’ risk tolerance and time horizon.

Robert Rodriguez is a financial advisor at Concordia Wealth Management, LLC in Concord, MA, with 20 years of industry experience. He holds a Series 65 credential and has been with Concordia Wealth Management since 2012. Outside of his advisory role, Rodriguez serves as treasurer and director of the Lookout Foundation, a nonprofit focused on sustainable agriculture, forests, and youth at risk. Concordia Wealth Management is a fee-only advisory firm serving individuals, trusts, and corporations, including high-net-worth clients. The firm offers tailored wealth management, financial planning, and family office services, emphasizing client-specific strategies, fundamental analysis, and attention to cross-border and currency risk considerations.

Marcus Green is a financial advisor at GreenPort Capital Advisors with 18 years of industry experience. He holds a Series 65 credential and previously worked for 11 years at Vodia Capital, LLC. GreenPort Capital Advisors offers personalized investment management and comprehensive financial planning services to individuals, trusts, estates, and charitable entities. The firm manages approximately $115.6 million across about 68 client relationships, emphasizing a long-term investment approach that combines fundamental, technical, and cyclical analysis with tax-conscious portfolio management.

Joseph Sylvia Jr. is a Series 65-registered advisor with Statera Financial, LLC, bringing two years of industry experience. He has held roles at Solid Rock Financial, Legacy Benefit Advisors, and Charter Financial Group since 2016. In addition to advisory work, he is licensed as an insurance agent involved in the sale of various insurance products. Statera Financial, LLC provides investment advisory and financial planning services tailored to individual clients’ objectives, time horizons, and risk tolerance. The firm offers portfolio management, risk assessment, and estate-planning coordination, emphasizing long-term purchasing power and addressing specific risks such as those related to cryptocurrency investing.

Samuel Levenson is a Series 65-licensed financial advisor at Levenson Wealth LLC with one year of industry experience. Prior to his current role, he worked at Bain & Company for five years and spent four years in full-time education at a yeshiva. Levenson Wealth LLC is a fee-only, Massachusetts-registered investment adviser serving individuals, couples, families, and personal trusts. The firm integrates comprehensive financial planning into ongoing advisory engagements and employs a globally diversified, low-cost investment approach focused on tax efficiency and periodic rebalancing.

Joseph Fahmy is a financial advisor at Zor Capital, LLC in Belmont, MA, holding a Series 65 designation with four years of industry experience. He has been with Zor Capital since 2012. Outside of his advisory role, Fahmy operates a subscription-based educational service through his website, providing financial education content. Zor Capital serves individual and high-net-worth clients by offering discretionary portfolio management and customized investment programs. The firm combines fundamental and technical analysis, managing portfolios with a mix of long-term and short-term strategies across various instruments, including stocks, bonds, ETFs, and cryptocurrency-linked ETFs.

Jonathan Loer is a CFP® with 22 years of industry experience, currently serving as an advisor at Renaissance Wealth Advisors, LLC since 2019. His previous roles include positions at Fieldstone Financial Management Group, Concert Wealth Management, and Fidelity. Renaissance Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages around $110 million across approximately 93 client relationships, using a combination of fundamental, technical, and cyclical analysis along with AI-supported research to customize portfolios that incorporate ETFs, mutual funds, stocks, and bonds. It has a notable focus on cross-border family planning for a significant non-U.S. client base.

Ryan Carragher is a financial advisor with The Clifford Group LLC in Wayland, MA. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he served in the United States Army for several years. The Clifford Group provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm’s investment approach emphasizes long-term fundamental analysis supplemented by third-party artificial intelligence tools, with human oversight maintaining all recommendations and trades.

Ellen Ginsberg is a financial advisor at Harbor Asset Planning, Inc. in Belmont, MA, with 18 years of industry experience. She holds a Series 66 designation and has been with Harbor Asset Planning since 2007. Outside of her advisory work, she manages rental real estate. Harbor Asset Planning provides fee-only financial planning and discretionary investment management to individuals, retirement plans, trusts, and estates. The firm uses Modern Portfolio Theory and non-proprietary modeling software to create diversified, low-cost portfolios tailored to client risk tolerance and time horizons.

Douglas Orifice is a financial advisor with LPL Financial and Arsenal Financial, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2010 and founded Arsenal Financial, an independent investment advisory firm, in 2018 where he provides financial planning and consulting services. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment solutions, combining large-scale advisory operations with additional product offerings such as insurance and lending services.

Ralitza Gueorguieva is a financial advisor at PowerHouse Assets LLC in Lincoln, MA, holding Series 63 and Series 65 credentials with 13 years of industry experience. She has been with PowerHouse Assets since 2012. PowerHouse Assets manages individualized, discretionary portfolios primarily for high-net-worth clients, focusing on diversified accounts using mutual funds and ETFs. The firm emphasizes global asset-class allocation, low-cost and tax-efficient funds, and aligns portfolios with clients’ time horizons and risk tolerances.

Brian Maxfield is a CFP® with 27 years of industry experience, currently serving at Richardson Financial Services. He has worked at Richardson Financial Services since 2004 and at J.W. Cole Financial, Inc. since 2020. Outside of his advisory role, Maxfield coaches pickleball. Richardson Financial Services is a fee-based registered investment adviser serving individual and high-net-worth clients, managing approximately $213 million in assets. The firm provides comprehensive financial planning and portfolio management through third-party managers on platforms like AssetMark and Envestnet.

Richard Shrier is the principal of Shrier Associates, LLC in Clinton, MA, holding the ChFC® and Series 63 designations with 22 years of industry experience. He has been self-employed since 2002 and has been associated with Shrier Associates since 1988. Shrier serves as vice-chair of the Investment Committee and as a board member for the Union for Reform Judaism, and he is also a board director and member of the Investment Committee for the Reform Pension Board. Shrier Associates provides investment management, financial planning, pension consulting, and ERISA 3(21) advisory services to individuals, trusts, businesses, non-profits, and retirement-plan sponsors. The firm employs a long-term, tailored investment approach using strategic asset allocation with low-cost mutual funds and ETFs, supplemented by other vehicles, and offers both discretionary and non-discretionary portfolio management.

Andrew The is a financial advisor at Battle Green Advisors in Lexington, MA. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he attended Cornell University from 2021 to 2024. Battle Green Advisors provides discretionary investment management and retirement rollover advice to individuals, high-net-worth investors, and businesses. The firm employs a combination of fundamental analysis, quantitative models, machine learning, and technical indicators to construct portfolios ranging from broad growth to concentrated strategies, with a distinctive use of margin under a specific policy uncommon among independent advisers.

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.

Chris Chen is a fiduciary wealth strategist who helps people navigate major financial transitions such as retirement, divorce, and expatriation. He combines practical strategy with calm, steady guidance to help clients make sound financial decisions during times of change. Chris believes a strong life and financial plan makes every other decision simpler. He collaborates with clients and their legal and tax advisers to create cost-effective, tax-aware strategies that protect and grow wealth over time. Before his career as a financial planner, Chris spent years in international business management across the U.S., Europe, and the Asia-Pacific region. He earned a bachelor’s degree in economics, an MBA in finance, and completed Boston University’s Financial Planning Program. Chris is a CERTIFIED FINANCIAL PLANNER® professional, Certified Divorce Financial Analyst™, and Registered Life Planner®. He is also a trained mediator and financial neutral. Chris earned the Baccalauréeat in France. He speaks French fluently. Chris is a member of the National Association of Personal Financial Planners and the Massachusetts Council on Family Mediation. He serves on the board of the Massachusetts Council on Family Mediation and chairs its Investment Committee. Chris’s insights have appeared in The Boston Globe, The New York Times, Forbes, CNBC, The Wall Street Journal, MarketWatch, Business Insider, Investment News, and Bloomberg. Chris earned the Baccalaureat in France, and he speaks French fluently.

Robert Kania Jr. is a CFA® charterholder with 11 years of industry experience. He is currently with Moore Financial Advisors, LTD., where he has worked since 2019, following prior roles at Laurentide Advisory, LLC and Serapis Capital, LLC. Moore Financial Advisors, Ltd. is an SEC-registered investment adviser providing wealth management, portfolio management, and financial planning to individuals, families, trusts, and estates. The firm serves both high-net-worth and non-HNW clients, using a long-term investment approach centered on diversified portfolios of low-cost mutual funds and ETFs, and incorporates various analytical methods supported by artificial intelligence tools.

Georgia Bruggeman is a CFP® professional with 24 years of industry experience, currently serving at Meridian Financial Advisors, LLC since 1990. She holds the position of Vice Chair and serves as a trustee at Sawin Academy, where she helps manage funds to provide benefits to an elementary school. Meridian Financial Advisors, a two-advisor firm, provides fee-only financial planning and discretionary portfolio management for individuals, high-net-worth clients, families, and small businesses. The firm operates as a fiduciary, tailoring portfolios based on clients’ objectives and risk tolerances with ongoing rebalancing and annual reviews.