Kevin Feig is a CFP®, CPA, CFT™, professional affiliated with Walk You To Wealth in Dover, MA, with over 20 years of industry experience including executive-level roles at Fidelity Investments and digital asset firms such as Coinbase and Kraken. He currently serves as an Adjunct Professor of Financial Planning at Columbia and Regis Colleges. Walk You To Wealth provides financial coaching and comprehensive planning to individuals and families, including portfolio management and money-mindset coaching for a flat monthly fee.

Adam Wojtkowski is a CFP® professional with 17 years of industry experience, currently serving as the sole advisor at Copper Beech Wealth Management. His prior roles include positions at Northwest Asset Management, Smith, Salley & Associates, and Beaumont Financial Partners. Copper Beech Wealth Management provides portfolio management and financial planning services for individual and high-net-worth clients, managing approximately $78.2 million in discretionary assets. The firm employs a diverse investment approach incorporating multiple analysis methods and emphasizes diversification across equity and fixed-income exposures using primarily ETFs and mutual funds.

David Kopack is a financial advisor with Boston Investment Trust Management, Inc. in Bridgewater, MA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Boston Investment Trust Management since 2006. Boston Investment Trust Management provides discretionary portfolio management, written financial planning, and consulting services to individuals, including high-net-worth clients, and business clients. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to develop individualized investment policies and manages a diverse range of securities, including oil and gas partnership interests, serving both U.S. and notable non-U.S. clients.

Kevin Williams is a CFP® with 10 years of industry experience and is the principal advisor at Full Life Financial Planning in Pembroke, MA. His prior roles include positions at W.H. Cornerstone Investments Inc., Powder Point Wealth Management, LLC, and Damon Diodati, Inc. He serves as Treasurer/Clerk for the Financial Planning Association of Massachusetts in a volunteer capacity. Full Life Financial Planning is an independent, fee-only advisory firm serving individuals, including high-net-worth clients, and corporate clients. The firm employs a goal-based process integrating passive and active investment strategies, providing a range of financial planning and wealth management services alongside in-house tax preparation and bookkeeping.

Stephen Lanczycki is a financial advisor at Value Financial Partners LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Sun Life Financial, AAA Life Insurance Company, and John Hancock. Outside of his advisory role, he serves as Director of Actuarial and Finance Governance at Sun Life Financial. Value Financial Partners provides discretionary asset management and financial planning services to individuals, high net worth clients, trusts, small businesses, and estates. The firm follows a passive, buy-and-hold investment approach based on modern portfolio theory, using index funds and ETFs, and generally operates with discretionary trading authority.

Patrick Lyte is the sole advisor at The Financial Network Group, holding a Series 65 designation with 18 years of industry experience. He has been with The Financial Network Group since 2001. Outside of his advisory work, he is president and owner of PRL Associates, a firm specializing in accounting, tax services, audit and risk management, and business consulting. The Financial Network Group provides investment advisory and financial planning services to individuals, trusts, estates, and small businesses. The firm follows a structured, five-phase advisory process and a buy-and-hold investment approach, combining portfolio management with coordinated tax and accounting support through its affiliated accounting entity.

Walter Beck is a CFA® charterholder with 32 years of industry experience. He has been the principal of Tailwind Wealth Management, LLC since 2017 and previously worked at Fidelity Investments from 2013 to 2017. Tailwind Wealth Management is an independent registered investment adviser that provides customized wealth management, investment management, and financial planning services to individuals, trusts, and estates. The firm manages approximately $38.2 million on a discretionary basis for about 32 clients, using a primarily long-term, diversified, and rebalancing approach with ETFs, mutual funds, individual stocks, and bonds.

Gerald Loftin is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of industry experience. He has worked at Proficient Wealth Counselors, LLC since 2011 and previously spent nine years with Commonwealth Financial Network. Loftin is also a licensed insurance agent. Proficient Wealth Counselors, LLC provides discretionary asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The firm emphasizes continuous account supervision and uses proprietary model portfolios predominantly composed of exchange-traded funds tailored to client objectives and risk tolerances.

Kimberly Quinn is a CFP® with 33 years of industry experience, currently principal at KSQ Financial Services LLC. Her prior roles include positions at Catalyst Investment Management LLC and LPL Financial. She maintains a small unrelated outside business alongside her advisory work. KSQ Financial Services LLC provides discretionary and non-discretionary asset management and financial planning for individuals, including high-net-worth clients. The firm focuses on client-specific objectives using fundamental and technical analysis, with flexibility for clients to impose written investment restrictions.

James Carlson is a financial advisor at Carlson Planning Company with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including Gannet Wealth Advisors and Mass Mutual Investors Services. Outside of advising, he is involved with Entropy Mining, focusing on consulting and deployment of data center infrastructure for energy demand response, and also conducts financial education presentations. Carlson Planning Company serves individual clients, high-net-worth individuals, small businesses, and retirement plan sponsors, offering comprehensive financial planning and portfolio management. The firm employs a Modern Portfolio Theory approach with diversified, cost-efficient investments and provides both discretionary and nondiscretionary management alongside flexible planning engagements.

Joseph Guinta is the sole advisor at Fair Haven Capital LLC in Westwood, MA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has led Fair Haven Capital since 2013. Fair Haven Capital provides discretionary investment management and project-based consulting to individuals, high-net-worth clients, trusts, businesses, and charitable organizations. The firm focuses on customized, concentrated portfolios using bottom-up fundamental analysis and employs active strategies such as shorting, options, and margin alongside fixed-income investments.

Jeffrey Vincent is a CFP® professional with 22 years of industry experience. He is the principal of Vincent Wealth Advisors LLC and has previously worked at Fernwood Investment Management, LLC and Vincent Financial Group. In addition to his advisory work, he is a licensed insurance agent involved in insurance sales and implementation. Vincent Wealth Advisors serves individual and high-net-worth clients with discretionary investment management and comprehensive wealth management services. The firm emphasizes a fundamental analysis approach, focusing on diversified, low-cost mutual funds and ETFs, with selective use of individual securities and an uncommon practice of employing short-term margin borrowings in client accounts.

Vache Astarjian is a financial advisor at Waterstone Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Waterstone Advisors since 2012. Outside of his advisory role, he serves as an unpaid volunteer member of the investment sub-committee for the National Association for Armenian Studies and Research's endowment fund. Waterstone Advisors serves individuals, families, non-profits, small businesses, and other advisory firms, providing discretionary portfolio management, securities research, and consulting. The firm primarily focuses on equity management using fundamental analysis and employs a fiduciary approach while avoiding derivatives and other complex products.

Laura Sweezey is a CFP® with 27 years of industry experience and has been the sole advisor at Laguna Investment Services since 2003. She previously worked at Linsco / Private Ledger during the same period. Laguna Investment Services provides portfolio management and advisory services to individuals, families, trusts, and small businesses, offering tailored advice for both taxable and retirement accounts. The firm employs technical, fundamental, and cyclical analysis to implement income, growth, and capital preservation strategies, with a notable focus on non-discretionary management and serving small-business clients.

Michael Wan is the sole advisor at Apperax Capital Management in Sharon, MA, holding a Series 65 license with 13 years of industry experience. He has been with Apperax Capital Management since 2012. Apperax Capital Management provides discretionary investment management primarily for high-net-worth individuals and qualified clients, focusing on long-term, value-oriented investing in undervalued companies. The firm uses proprietary research and manages concentrated portfolios with discretion, serving both individual and institutional investors.

Thomas Mcauley is a financial advisor at EquityTrust with 21 years of industry experience. He has been with EquityTrust since 1979. EquityTrust provides discretionary investment management to individuals and a variety of private and institutional clients. The firm specializes in option strategies, primarily selling equity and index options to collect premium, and invests collateral in a range of interest-bearing and marketable securities.

David Morton is the principal of Oliver Investments with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morton Wealth Advisors Inc. and Iqvestments, LLC. Outside of investment management, he operates Hyde Park Consulting LLC, a business consulting firm. Oliver Investments, LLC is a Massachusetts-registered investment adviser serving high-net-worth individuals, business entities, and pooled investment vehicles. The firm combines quantitative methods and fundamental research in a long-term, intrinsic value–oriented investment approach while employing risk-management tools and a structured five-step process.

Mary Montanari is the founder and sole advisor of Montanari Financial Advisors Inc. in Norwell, MA. She holds the CFP® designation and has 27 years of industry experience, having led her independent firm since 1999. Montanari Financial Advisors is an independent, single-advisor registered investment adviser serving individual and trust clients with discretionary investment management and fee-for-service financial planning. The firm employs a top-down investment approach combining fundamental and technical analysis, managing diversified portfolios across various asset classes while adhering to a selective client intake policy and accommodating customized investment preferences.

Alexander Burke is a CFP® and Series 65-licensed financial advisor with 14 years of experience. He is the sole advisor at Financial Solutions Associates, an independent firm based in Dedham, MA, where he has worked since 2012. Financial Solutions Associates provides discretionary investment management and financial planning primarily for individual clients, including high-net-worth individuals. The firm manages approximately $136 million on a discretionary basis and employs three model allocations—Aggressive, Balanced, and Conservative—using a mix of mutual funds, ETFs, stocks, bonds, and other publicly offered securities.

Christopher De Roetth is the sole advisor at Account Management, LLC in Hingham, MA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has led Account Management, LLC since 1999. Account Management, LLC provides discretionary investment advisory services to a small number of high-net-worth individuals, families, trusts, foundations, and endowments. The firm focuses on public North American equities using a combination of fundamental and technical analysis and employs a broader set of instruments while generally avoiding margin or leverage.