Thomas Fisher is a CFP® professional with 20 years of industry experience and has been the principal advisor at Fisher Financial Strategies since 2005. He operates an independent firm based in Cambridge, MA. Outside of his advisory work, he manages a residential rental property in Cambridge. Fisher Financial Strategies provides fee-only financial planning and investment advisory services to individuals, families, and ERISA pension/profit-sharing plans. The firm emphasizes fundamental, long-term financial planning using low-cost mutual funds and index-based ETFs, delivering advice primarily through discrete written plans with optional implementation assistance.

Michael Widlake II is an investment manager at Commonwealth Guardians with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Gradient Advisors LLC and Simplicity Wealth. In addition to his advisory role, he is an independent licensed insurance agent involved in fixed insurance sales. Commonwealth Guardians provides discretionary asset management services primarily to individuals, high-net-worth clients, trusts, and estates. The firm utilizes the Orion Portfolio Solutions platform, applying fundamental and cyclical analysis alongside modern portfolio theory, and oversees third-party strategists to implement investment models.

John Boyle is a financial advisor at Lennox Financial in Swampscott, MA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fox Advisor Group and FOX & Company Investments Inc. since 1990. Lennox Financial provides discretionary investment management to individuals, multi‑generation families, IRAs, trusts, and business owners using a blend of macroeconomic analysis, technical analysis, and fundamental research, supported by proprietary tools. The firm manages a small client roster with a focus on portfolio management and employs specialized hedge accounts with risk-controlled strategies.

Sunil Harpalani is the principal of Holistic View Financial, LLC, an independent advisory firm, with eight years of industry experience. He holds a Series 65 designation and also owns Sunil Harpalani, LLC, providing financial planning and accounting consulting primarily to biotech businesses. Holistic View Financial, LLC is a fee-only advisory firm serving individuals, families, and small businesses with a focus on passive investment strategies using low-cost index funds and ETFs. The firm integrates investment management with tax compliance and audit support, offering comprehensive financial planning and tailored portfolio management in a single-advisor setting.

Timothy Mortellite is the sole advisor at Timothy Charles Financial, LLC, with 32 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Brokers International Financial Services LLC from 2009 to 2017. In addition to his advisory role, he is an independent insurance agent involved in the sale of fixed insurance products. Timothy Charles Financial, LLC provides discretionary investment management and financial planning services to individuals, high net worth individuals, trusts, and estates. The firm employs a long-term, fundamental investment approach using low-cost, diversified ETFs and mutual funds, managing approximately $98.5 million in client assets across about 177 client relationships.

Kathy O'Connor is a CFA® charterholder and the sole advisor at KJ Capital Management LLC, where she has worked since 2008. She has 14 years of industry experience. KJ Capital Management provides fee-only investment advisory services to individuals, trusts, charitable organizations, municipalities, corporations, banks, and employee benefit plans. The firm offers discretionary portfolio management, pension plan consulting, participant education, and licenses model portfolios exclusively to other investment advisers.

Edward Tribble is a financial advisor at Monument Asset Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Manulife Asset Management and John Hancock. Since 2019, he has been with Monument Asset Management, a firm that provides financial planning, portfolio management, retirement plan consulting, and third-party investment adviser recommendations to individuals, high-net-worth clients, corporations, charities, and pension/profit-sharing plans. The firm customizes portfolios using asset allocation combined with fundamental and technical analysis and offers both discretionary and non-discretionary management, including ERISA fiduciary services and hourly billing options.

Jennifer Reid is a financial advisor at Base with Series 65 and Series 63 licenses and one year of industry experience. Her prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as self-employment focused on financial services. She has been involved in insurance sales and coaching activities, including techniques such as NLP and EFT. Base is an independent firm that provides investment management and ongoing financial planning services to individuals and high-net-worth clients. The firm uses a mix of passive and active strategies based on modern portfolio theory and offers personalized asset allocation with discretionary and non-discretionary arrangements. It also conducts educational seminars and incorporates behavioral financial coaching alongside its investment services.

Adam Nowell is a financial advisor at R3I LLC in Cambridge, MA, holding a Series 65 credential with one year of industry experience. Prior to founding R3I LLC, he worked at Dentsu and Spark Foundry/Publicis, and has been self-employed since 2023. He maintains ongoing professional activities outside of his advisory role. R3I LLC is a state-registered independent advisory firm that provides comprehensive financial planning to individuals, high-net-worth clients, and charitable organizations. The firm focuses on written financial plans and investment analysis without discretionary management, employing a variety of analytical methods alongside Modern Portfolio Theory.

Richard Doron is a financial advisor at SmartStreet Investments with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at BNY Mellon Investment Management and Integrity Park Inc. before founding SmartStreet Investments. SmartStreet Investments provides discretionary investment management to individual investors, retirement plans, trusts, charitable organizations, foundations, and corporate clients. The firm combines a top-down macroeconomic framework with modern portfolio theory, employing both qualitative and quantitative research to construct customized portfolios that include equity, fixed income, digital-asset ETFs, and blended strategies.

Bryan Barth is the principal advisor at Barth Capital LLC in Boston, MA, holding a Series 66 designation with 14 years of industry experience. He has led Barth Capital since 2014. Outside of his advisory role, he is also involved in photography services as the principal photographer for Barth Real Estate Photo. Barth Capital provides discretionary investment management to high-net-worth individuals, trusts, and various institutional clients. The firm employs a multi-strategy, market-timing absolute-return approach utilizing equities, fixed income, closed-end funds, ETFs, and derivatives, with an emphasis on both long and short positions and active trading.

Matthew Breuer is a financial advisor at Bowditch Advisory Services, LP in Boston, MA, holding a Series 65 credential with three years of industry experience. He has worked at Bowditch Advisory Services since 2021 and is also a software developer for Close Reach Investment Systems, a financial software company he has been involved with since 2013. Bowditch Advisory Services provides discretionary investment management and financial planning to a small set of high-net-worth clients, including individuals, families, trusts, and small businesses. The firm employs a client-centric separately managed account approach that integrates quantitative equity models with systematic futures trading and offers options overlays and actively managed futures strategies.

David Choi is a financial advisor at Ingeniq Capital in Bedford, MA, holding a Series 65 designation with three years of industry experience. Prior to founding Ingeniq Capital in 2023, he worked at Corza Medical and GCP Applied Technologies. Ingeniq Capital provides financial planning, discretionary investment management, and advisory services to individuals, families, trusts, estates, business owners, and charitable organizations. The firm emphasizes a fiduciary approach using a Modern Portfolio Theory framework with passive, low-cost index funds and ETFs, while also offering tax-preparation assistance, financial consulting, and educational programs.

Torrence Harder is the principal of Harder Management Company, Inc. in Lexington, MA, holding a Series 65 designation with 13 years of industry experience. He has been president and sole director of Entrepreneurial Ventures, Inc. since 1986 and serves on the boards of several operating companies across various industries. Harder Management Company provides discretionary investment management to high net worth individuals, pension plans, and IRAs, focusing on fixed-income securities, public equities, and private company investments. The firm emphasizes quality entrepreneurial management and employs a research-driven approach to identify opportunities in senior fixed-income securities, growing public companies, and selective private equity ventures.

Alan Hoffman is the sole advisor at Hoffman, Alan N. Investment Management in Wellesley, MA, holding a Series 65 designation with 24 years of industry experience. He has worked at Pearson since 2011 and served as a tenured business-school faculty member at Bentley University from 1988 to 2020. Hoffman is also a textbook author. His firm provides discretionary asset management and portfolio oversight primarily for individual and high-net-worth clients. The investment approach emphasizes fundamental analysis and long-term holdings focused on large-cap growth equities, with customized strategies based on client goals and risk tolerance.

James Murray is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been the principal advisor at Jadim Wealth Management, LLC since 2009. Outside of his advisory role, he is a managing member of Cobalt Archive, LLC, a web archiving platform. Jadim Wealth Management provides investment management, financial planning, and pension consulting services to individuals, corporations, and pension plans. The firm employs both fundamental and technical analysis and offers a range of active and passive portfolio strategies tailored through an Investment Policy Statement.

Annette Sun is a financial advisor at SW Private Wealth, LLC with 23 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Livingston & Haynes Investment Advisors, Inc. since 2003. She joined SW Private Wealth in 2017, where she is the sole advisor. SW Private Wealth is an independent registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers tailored investment management and financial planning, using both passive and active strategies, with a focus on non-discretionary client relationships and assets-under-advisement services.

Kenneth Nagy is a financial advisor at Northeast Equity Research Inc. with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has led his independent firm since 2010. Outside of advising, Mr. Nagy consults for Zacks Investment Research on a crowdfunding research platform and teaches college courses at Salem State University and Endicott College. Northeast Equity Research provides fee-based, non-discretionary asset management to individuals, small-business owners, charities, and high-net-worth clients. The firm combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory principles, emphasizing tailored Investment Policy Statements and coordinated management of held-away 401(k) assets.

John Foley is a financial advisor at Harvest Capital Management, LLC in Quincy, MA, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with 2.0 Capital Management, LLC since 2014. Harvest Capital Management provides wealth management and discretionary investment management to individuals, high net worth clients, trusts, and estates. The firm employs a combination of a dynamic Global All Asset ETF strategy and a catalyst-driven Health Care/Biotech equity strategy, incorporating the routine use of options to generate income and manage portfolio positions.

Michael Caputo is a financial advisor at Vitale & Caputo Wealth Management LLC in Middleton, MA, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Mass Mutual Investors Services and Baystate Wealth Management. In addition to his advisory role, Caputo is the owner of Caputo & Company, PC, a CPA firm, and a managing member of S.M. Equipment LLC, a leasing company. Vitale & Caputo Wealth Management provides one-time financial planning and solicitation services primarily to individuals and high-net-worth clients, referring them to third-party advisers for ongoing portfolio management. The firm does not maintain client accounts or manage assets directly.