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.

Ronald Degregorio is a CFP® and ChFC® with 51 years of experience in financial services. He is the sole advisor at Pen Facs Financial Services in Salem, NH, where he has worked since 1977 and also operates related entities focused on insurance and investment advisory services. Degregorio serves as chairman of the board of USA Hockey and is a council member of the International Ice Hockey Federation, dedicating significant time to governance and the development of hockey. Pen Facs Financial Services provides portfolio management to a small, concentrated client base including pension and profit-sharing plans, trusts, estates, corporations, and individuals. The firm uses both fundamental and technical analysis with primarily non-discretionary account 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.

Tony Proctor is a CFP® with 22 years of industry experience and has been with Proctor Financial since 1994. He is based in Wellesley, MA, and holds a Series 63 license. Proctor Financial advises individuals, particularly those at or near retirement, as well as trusts, estates, retirement plans, charitable organizations, and small businesses, offering comprehensive investment management and integrated financial planning. The firm customizes asset allocation using a proprietary Time-weighted Cash-flow Methodology and manages globally diversified portfolios on a discretionary basis, incorporating alternative exposures and customized structured notes.

Evan Kulak is a financial advisor at Polaris Financial, LLC in Wellesley, MA, holding a Series 65 designation with 10 years of industry experience. He has worked with Polaris Portfolios, LLC since 2015 in various capacities and also spent time at Douugh Wealth, LLC from 2020 to 2023. Polaris Financial provides investment advisory and financial planning services to individuals, businesses, non-profits, and credit unions, using a combination of macroeconomic, tactical, and fundamental analysis to manage discretionary model portfolios. The firm primarily serves a broad client base with lower account minimums and emphasizes institutional relationships and faith-based investment options.

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.

Christopher Fitts is a financial advisor with Bortolussi Wealth Management, Inc. and holds 7 years of industry experience. He has worked at Bortolussi Wealth Management from 2018 to 2021 and has been associated with Fitts Insurance Agency, Inc. since 1994. Bortolussi Wealth Management serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, managing approximately $68.6 million in client assets. The firm employs a primarily long-term, fundamental investment approach using ETFs, individual stocks, and bonds, and offers discretionary portfolio management, integrated financial planning, and retirement-plan advisory services.

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 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Fieldstone Financial Management Group and RayLign Advisory. Since 2019, he has been with Renaissance Wealth Advisors in Newton, MA. Renaissance Wealth Advisors provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $110 million across about 93 client relationships, using a long-term oriented investment approach supplemented by fundamental, technical, and cyclical analysis along with AI-supported tools. It has notable experience serving a significant non-U.S. client base and expertise in cross-border family planning.

Christopher Fisher is a CFA® charterholder and holds a Series 63 license with 11 years of industry experience. He has worked at LiveLife Capital Partners LLC since 2017 and previously was with Bigelow, Mergers and Acquisitions. Outside of his advisory role, Fisher is involved with rental property management through non-investment-related activities. LiveLife Capital Partners LLC is an SEC-registered advisory firm managing approximately $372 million for around 260 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs, while also incorporating individual equities, structured notes, options, and alternative investments as appropriate.

James Wood is a financial advisor at Insight Financial Strategists in Newton, MA, with 10 years of industry experience. He holds a Series 65 designation and has been with Insight Financial Strategists since 2015. Outside of his advisory role, Wood is a managing partner and 44% owner of Electron Processing Systems, L.L.C., a business involved in the sale and licensing of patents related to electron beam sterilization technology. Insight Financial Strategists provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a fundamental analysis approach, typically utilizing a mix of ETFs, mutual funds, equities, and fixed-income instruments, with a buy-and-hold strategy adjusted for special situations.

David Foley is a financial advisor at EMA SMA LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Graybeard BTC Management, Covalent Partners LLC, and Equity Management Associates, LLC. Foley also serves as a managing partner for the Bitcoin Opportunity Fund and provides advisory services to the EMA GARP Fund, LP. EMA SMA LLC offers discretionary portfolio management and investment advisory services primarily to qualified high-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and charting analysis, utilizing both long- and short-term strategies across a range of instruments including equities, fixed income, and precious-metal equities.

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.

Erik Degregorio is a ChFC® with over 33 years of experience in financial services. He is currently with Penfacs Financial Services and has a long tenure with affiliated entities dating back to 1993. PenFacs Financial Services, Inc. is a small SEC-registered investment adviser serving individuals and business clients with portfolio management and financial planning. The firm uses a variety of analytical approaches and model portfolios while offering both discretionary and non-discretionary arrangements.

Henry Tiedemann III is the principal and sole advisor at Tiedemann & Associates Investment Advisors, Inc. He holds the Series 63 designation and has 24 years of industry experience. Since 1998, he has also been associated with Tiedemann & Associates, PC, an accounting and tax practice to which he devotes the majority of his professional time. Tiedemann & Associates Investment Advisors provides investment advisory and portfolio management services to individuals—including high-net-worth clients—as well as pension and profit-sharing plans and charitable organizations. The firm’s investment approach is based on modern portfolio theory, emphasizing long-term trading, strategic asset allocation, and periodic rebalancing, with integrated tax and accounting advice due to its affiliation with an accounting practice.

Bruce Hulme is a financial advisor at Bortolussi Wealth Management, Inc. with 24 years of industry experience. He holds a Series 63 designation and has worked at Bortolussi Wealth Management since 2019. His prior experience includes 13 years at THE O.N. Equity Sales Company and Ohio National Life Insurance Co, and he is also involved with Fitts Insurance Agency, Inc., which he has been associated with since 1980. Bortolussi Wealth Management serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, providing investment management and financial planning. The firm employs a long-term, fundamental-analysis approach to build diversified portfolios using ETFs, stocks, bonds, and low-cost mutual funds, alongside the use of third-party AI tools for research and risk monitoring.

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.

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.