Stephen Geremia is a financial advisor with Ashwood Advisors who holds Series 63 and Series 65 registrations and has 35 years of industry experience. He has been with Ashwood Advisors since 1999 and has a longstanding association with Commonwealth Financial Network dating back to 1997. Outside of his advisory work, he is co-owner of Juniper Rock Farm and owns Portsmouth Stonework, a consulting business focused on historic home restoration. Ashwood Advisors serves individual and high-net-worth clients as well as small businesses, providing financial planning, wealth management, and consulting services. The firm’s investment approach integrates economic and fundamental analysis with quantitative screening, employing the fi360 Fiduciary Score™ to evaluate funds and ETFs, and offers portfolio management on both discretionary and non-discretionary bases.

Traci Johnson is a financial advisor with NorthPointe Financial Advisors LLC, holding Series 63, 65, and 66 credentials and four years of industry experience. She previously worked at Lurie Davis Wealth Management and is a partner in Hometown Rental Solutions LLC, a rental property business. NorthPointe Financial Advisors LLC provides fee-only financial planning, investment management, and educational seminars to a small client base, employing both passive and active investment strategies and emphasizing public and organizational education as part of its services.

Agnes Olshansky is a CFA® charterholder with six years of industry experience. She is part of the team at Traub Capital Management in Needham, MA. Her prior experience includes roles at Acadian Asset Management and the Eliassen Group, as well as periods of self-employment. Traub Capital Management provides portfolio management and financial planning services to individuals, families, corporate retirement and profit-sharing plans, and trusts. The firm employs a value-oriented, quantitatively based investment process combined with fundamental analysis, and it emphasizes the use of closed-end fund premiums and discounts as well as option strategies to manage concentrated client holdings.

Daniel Kraft is a financial advisor at Cambridge Trustee Advisors Inc with 32 years of industry experience. He has held positions at Cambridge Trustee Advisors since 1992 and Winslow, Evans & Crocker, Inc. since 1994. He holds a Series 63 designation. Cambridge Trustee Advisors provides discretionary investment management services to individuals, trusts, estates, charitable organizations, and occasionally pension or corporate plans. The firm manages approximately $55.7 million, tailoring investment policies to each client and employing a mix of fundamental, technical, cyclical, and charting methods across various strategies. Its attorney ownership and affiliation with a law firm distinguish it, particularly in serving legal clients such as trusts and estates.

William Durkin is a financial advisor at Monadnock Capital Partners, LLC in Peterborough, NH, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Santander Securities, LLC, Santander Bank, NA, and MKM Partners. 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 investment approach focusing on business fundamentals and a quantified margin of safety, offering performance-based compensation arrangements for eligible clients alongside asset-based fees.

Douglas Moon is a CFA® charterholder with 25 years of industry experience. He has worked at O.F.O. Partners, LLC since 2018 and previously spent 11 years at J.P. Morgan Securities Inc. He serves as a volunteer member of the investment committee for the South Shore Chamber of Commerce, a nonprofit organization focused on regional business development. O.F.O. Partners provides investment advisory services to individuals, high-net-worth clients, families, trusts, charitable organizations, corporations, and estates. The firm employs a long-term, fundamental analysis-based approach with customized portfolios that may include mutual funds, ETFs, individual bonds, and derivative instruments, offering individualized oversight through a small, concentrated client roster.

Gregory Clinton is a CFA® charterholder with 28 years of industry experience. He is currently with Kraematon Investment Advisors, Inc., where he has worked since 2002, and has also been associated with Polaris Advisors, LLC since 2018. His prior experience includes 14 years at Donegal Securities, Inc. Kraematon Investment Advisors, Inc. provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis approach with a long-term orientation, incorporating mutual funds, ETFs, and individual equities, and utilizes derivative strategies for hedging and tactical adjustments.

Sean Walsh is a financial advisor with Scarsdale Investment Group, Ltd. He holds Series 63 and Series 65 designations and has 34 years of industry experience. His prior work includes a long tenure at Fidelity Investments from 1993 to 2021 and more recent roles at Purkiss Capital Advisors, LLC and Scarsdale Investment Group. Scarsdale Investment Group provides fee-only, non-discretionary investment advice and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm focuses on fixed-income securities and brokered certificates of deposit, emphasizing long-term purchases, bond ladder construction, and requiring client approval for each trade.

Jock Payten is a financial advisor at Nubian Square Investment Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Eaton Vance and the University of Pennsylvania. Outside of his advisory role, he partners with Artus Capital, LLC as an independent sponsor focusing on private growth equity investments. Nubian Square Investment Advisors provides investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, impact investment research, and educational seminars, employing a range of investment strategies supported by both in-house and third-party platforms.

Philip Sher is a Certified Financial Planner® with 27 years of experience in the financial services industry. He has worked at LPL Financial LLC since 1998 and founded The Sher Wealth Management Group in 2014, where he currently practices. The Sher Wealth Management Group serves individual retail clients, including high-net-worth individuals, IRAs, trusts, estates, and corporate entities. The firm offers comprehensive, fee-based wealth management and portfolio management services, employing a mix of fundamental, valuation, and technical analysis across various asset classes with discretionary account management.

Sandra Geller is a CFP® professional with 11 years of industry experience. She is affiliated with The Family Financial Group in Newton Centre, MA, and has been associated with Geller & Lehmann LLC since 1998. The Family Financial Group provides comprehensive financial planning, investment advisement, tax preparation, estate and trust planning, and small-business consulting. The firm serves a diverse client base including high-net-worth individuals, families, institutional clients, and related entities, delivering advisory services on a non-discretionary, fee-only basis while coordinating clients’ broader professional teams.

Donald Gustafson is a financial advisor at DJG Financial Services, Inc. with 18 years of industry experience. He holds the PFS™ designation and Series 65 license. Gustafson has worked at DJG Financial Services since 2003 and also maintains a longstanding role at D.J. Gustafson & Co, CPA PC since 1986. DJG Financial Services provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a long-term, strategic asset allocation approach with a buy-and-hold orientation, utilizing fundamental and technical analysis supported by third-party tools and offers a performance-based fee option through the Dunham asset allocation program.

John Lynch is a Series 65-licensed financial advisor with Reciprocal Wealth, LLC, based in Medfield, MA. He has held positions at TRIA Capital Partners, LLC and RWA Wealth Partners, LLC (formerly Adviser Investments, LLC) over the past several years. Lynch joined Reciprocal Wealth in 2026 and has one year of industry experience. Reciprocal Wealth is a state-registered advisory firm that provides discretionary wealth management, investment management, and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term investment approach combining fundamental analysis with an efficient market hypothesis-based asset-allocation framework, managing portfolios through low-cost mutual funds and ETFs with discretionary, continuous oversight.

John Lavasseur is a Series 66-licensed financial advisor with Four years of industry experience. He has worked at Commonwealth Financial Network and Ss&C before joining Five Corners Financial Services, where he currently practices. Outside of his advisory role, he is involved with tax preparation services through a related business. Five Corners Financial Services provides discretionary wealth management and financial planning for individuals, high net worth clients, trusts, and estates. The firm manages approximately $292 million in assets, using a mix of ETFs, low-cost mutual funds, and selective individual securities guided by various analytical methods.

Joseph Barrett is a financial advisor at Barrett Capital Partners with six years of industry experience. He holds a Series 66 designation and has worked at his current firm since 2021. In addition to his advisory role, he operates an accounting firm, Patrick J Barrett CPA PC, where he serves as a controller. Barrett Capital Partners serves individual investors, employer-sponsored retirement plans, and trusts by providing investment management, financial planning, and pension consulting. The firm employs fundamental analysis for equity selection and maintains diversified portfolios, managing approximately $45 million in assets across about 104 clients.

Anthony Salotto is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Delphinus Financial Advisors, LLC since 2010. He holds a Series 65 license and works out of Mansfield, MA. Delphinus Financial Advisors, LLC provides holistic financial planning and investment advisory services to individuals and families, offering ongoing planning, discretionary investment management, and optional tax planning including individual tax return preparation. The firm operates on a fee-only basis with fixed annual fees and emphasizes personalized portfolio structuring based on clients’ tax situations, risk tolerance, and goals.

Jason Andrade is a CFP® professional with one year of experience at Nubian Square Investment Advisors, following seven years at Compass Working Capital and three years at EDIC. He is the Founder and Director of ClearPatch Wealth Advisors Inc., which provides financial education and small business services. Andrade also serves as Director of Research and Membership Engagement for Partnership for Financial Equity, focusing on addressing racial wealth gaps in Massachusetts. Nubian Square Investment Advisors serves individuals, high-net-worth clients, and charitable organizations with investment management and financial planning. The firm employs a comprehensive approach including discretionary portfolio management, impact investment research, and educational offerings, supported by both in-house and third-party portfolio strategies.

Michelle Wells is a CFA® charterholder with 27 years of industry experience. She has been with The Darrow Company since 1997. Darrow Wealth Management provides discretionary investment management, financial modeling, and consulting services to individuals, trusts, and retirement plans. The firm uses proprietary global asset allocation models and primarily invests through low-cost ETFs and select mutual funds, tailoring portfolios to clients’ risk profiles and objectives.

Gregory Rogers is a CFP® with 16 years of industry experience and has been with Cannon Beach Financial Advisors since 2009. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a passive investor in a private retail company based in Cambridge, MA. Cannon Beach Financial Advisors provides investment management, financial planning, and consulting services to individuals, high net worth clients, and small businesses. The firm employs a dual-strategy approach combining mutual funds, ETFs, and liquid alternatives with active sector strategies and individual security management.

Heydon Traub is a CFA® charterholder with 20 years of industry experience. He has been with Traub Capital Management since 2003. Traub Capital Management provides portfolio management and financial planning services to individuals, families, corporate retirement and profit-sharing plans, and trusts. The firm employs a value-oriented, quantitatively based investment process with a long-term, low-turnover approach and pays particular attention to closed-end fund premiums and discounts while routinely using option strategies for managing concentrated client holdings.