Newton Spurr is a financial advisor with Ms Financial Services, LLC in Reading, Massachusetts, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been a partner at Spurr & Spurr, LLP, a tax preparation and accounting firm, since 1997. Outside of advising, he manages the accounting practice as a general partner. Ms Financial Services, LLC provides discretionary investment management and consulting to individuals, high-net-worth individuals, trusts, and estates. The firm focuses on fundamental analysis and long-term strategies, constructing diversified portfolios while also advising on retirement accounts and acting as a fiduciary.

Brian Hennessy is a CFP® professional with 14 years of industry experience. He is the principal and owner of Hennessy Financial Services in Medford, MA, and has worked concurrently at Stage Harbor Financial, LLC since 2018. He has prior experience at Mass General Hospital and holds a Notary Public designation in Massachusetts. Hennessy Financial Services is an SEC-registered, single-advisor firm providing discretionary portfolio management to individuals, high-net-worth clients, and institutional accounts. The firm creates customized investment strategies based on clients’ objectives and risk tolerance, primarily focusing on equities, corporate debt, and mutual funds, and manages roughly $13.2 million in discretionary assets.

Peter Kempthorne is the sole advisor at Kempthorne Analytics, Inc., an independent firm based in Marblehead, MA. He holds a Series 65 designation and has 19 years of industry experience. Kempthorne has been with Kempthorne Analytics since 1992. In addition to advisory work, he is involved in academic teaching and statistical expert consulting, including university lecturing and courtroom expert testimony. Kempthorne Analytics primarily serves individual investors, as well as corporations, trusts, and retirement plans. The firm employs quantitative and statistical methods for managing equity and fixed-income portfolios using ETFs, mutual funds, and common stocks, with an emphasis on modern portfolio theory. It offers discretionary investment supervisory services through two distinct programs tailored to individual risk tolerance, combining sector-based allocation and systematic multi-model diversification. The firm also maintains commodity futures regulatory registrations and qualifications, though it does not currently trade futures.

Ianka Rando is a CFP® certificant with 23 years of industry experience. She has worked at Crystal Capital Management from 2003 to 2019 and has operated BG Financial Planning since 2002. BG Financial Planning is a solo, fee-only firm that provides financial planning and investment advice to individuals and small businesses through hourly engagements. The firm follows a long-term, fundamental buy-and-hold investment philosophy, primarily recommending diversified portfolios of low-cost index funds and ETFs, and does not take custody of client assets or provide ongoing discretionary management.

Thurman Smith is a financial advisor with Equity Fund Research, LLC, with 22 years of industry experience. He has worked at Equity Fund Research since 1982. Equity Fund Research provides discretionary investment supervisory services to individual investors and personal trust accounts, primarily using open-end mutual funds and ETFs selected through an in-house fund rating system. The firm operates as a single-principal entity and has historically published a mutual-fund newsletter, a distinguishing feature among similar-sized advisory practices.

Anthony Corsino Jr. is a CFP® and ChFC® with seven years of industry experience, currently serving as the sole advisor at Zen Financial Planning, LLC in Andover, MA. His prior experience includes four years at Merrill Lynch and roles at Raytheon. He is an adjunct lecturer and subject matter expert for financial planning programs at Regis College and Boston University. Zen Financial Planning provides wealth management and financial planning services to individuals, families, trusts, estates, and business owners through its integrated Zen Advisory Program (ZAP), which combines discretionary investment management with comprehensive financial planning. The firm also offers targeted hourly and project-based planning and specializes in limited-scope ERISA retirement plan advisory services.

John Spoto is a CFP® and holds a Series 65 license, with 17 years of experience in the financial advisory industry. He has been with Sentry Financial Planning, LLC since 2008 and also has a longstanding role at Vanguard Systems Technology, Inc. since 1992. Sentry Financial Planning, LLC provides fee-only, fiduciary financial planning and investment advisory services primarily to individuals and trusts, including high-net-worth clients. The firm emphasizes long-term, buy-and-hold investing with a collaborative, non-discretionary approach to portfolio management.

Charlise Whiteside is a CFP® and holds a Series 66 license with 14 years of industry experience. She has been the principal advisor at Stonehaven Private Wealth Management LLC since 2013 and has operated as a sole proprietor since 2012. Whiteside is also a licensed insurance agent, dedicating a small portion of her time to this activity. Stonehaven Private Wealth Management serves high-net-worth individuals, families, trusts, charitable organizations, and institutional clients. The firm offers investment management, multi-generational wealth planning, financial planning, and business consulting, utilizing a goal-driven investment approach that combines strategic asset allocation with tactical overlays and both active and passive instruments.

Reggie Peral is a financial advisor with seven years of industry experience and holds a Series 66 credential. He is the principal advisor at Clearview Family Wealth, LLC, an independent registered investment adviser founded in 2026. Prior to establishing Clearview, Peral worked at LPL Financial LLC dba Salem Five Wealth Management for six years and Ameriprise Financial Services, Inc. for one year. Clearview Family Wealth provides wealth management, discretionary investment management, and comprehensive financial planning for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is primarily long-term and grounded in fundamental analysis, utilizing low-cost mutual funds, ETFs, and independent managers, with tailored asset allocation and regular portfolio monitoring.

Mark Butterworth is a CFP® with 32 years of industry experience, currently serving as the sole advisor at Butterworth Financial LLC in Danvers, MA. Prior to founding Butterworth Financial in 2023, he spent 21 years at LPL Financial, LLC (formerly LINSCO/PRIVATE LEDGER CORP.). Butterworth Financial LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a model-based asset allocation approach supplemented by fundamental and technical analysis, and offers asset management through two platform options, including a wrap-fee program.

Robert Sherr is the principal of Sherr Financial Associates in Danvers, MA, with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his independent advisory firm since 1994. Prior to that, he was affiliated with Commonwealth Equity Services, Inc. since 1992. Outside of advisory activities, he is co-owner of Trident Benefit Solutions, LLC, which is involved in employee group benefits consulting. Sherr Financial Associates provides financial planning, consulting, and asset-allocation advice to individual clients, including high-net-worth individuals. The firm offers customized plans without taking custody of assets or providing ongoing discretionary portfolio management, typically implementing recommendations through brokerage or insurance channels rather than in-house portfolio management.

Kate began her financial career in the trenches at Fidelity Investments, the fourth largest mutual fund and financial services group in the world. She quickly advanced into leadership positions, managing an operations team, working in problem resolution and navigating the 2000 and 2008 financial crises. Although she loved helping people work toward their financial dreams, she realized that just focusing on the investments wasn't enough. She wanted to provide a service that not only delivered investment results but helped clients with their entire financial picture including; insurance, benefits, debt, taxes, estate planning and retirement planning. To realize her vision and truly help clients, Kate established Red Clover. Kate begins each client engagement by first learning about what is important to her clients, their values, the essential elements they need to live their best life now and then she works with them to build the financial infrastructure to support that life. After all financial planning should be about you, not your money. She is adept at connecting all the dots for clients and asking the hard-hitting questions so that they fully understand and appreciate all the pieces and parts of their financial wellness equation. In short, Kate helps her clients find a balanced approach to living, spending, saving and investing that is true to them.

Diane Pappas is a financial advisor at Solutions For Divorce in Gloucester, MA, with 10 years of industry experience. She holds a Series 65 designation and has focused her career exclusively at Solutions For Divorce since 2013. The firm specializes in divorce-focused financial planning and consulting, providing detailed analyses related to cash flow, support, taxation, and division of retirement assets. Solutions For Divorce does not offer ongoing asset management but delivers tailored written plans and refers clients to outside investment professionals for implementation.

William De La Cruz is a financial advisor at DLC Wealth Management in Andover, MA, holding a Series 65 designation with one year of industry experience. He has worked at Delta Air Lines since 2009 as a Systems Operations Manager. DLC Wealth Management provides portfolio management and investment advisory services to individual clients and charitable organizations, employing a diverse investment approach that includes multiple analytical methods and long-term trading strategies. The firm manages approximately $2.69 million in discretionary assets for 18 clients and operates as a small practice with a single advisor.

Robert Abraham Jr. is the sole advisor at Abraham, Robert Ralph Jr., an independent firm based in Salem, MA. He holds a Series 65 designation and has 21 years of industry experience. Abraham has been with his current firm since 2002. The firm serves individual and trust clients with a fee-only, value-growth, buy-and-hold investment approach, managing approximately $7.4 million across about 19 households. Services include financial planning, portfolio management, retirement rollovers, and assistance with real-estate financing and related documentation.

Jennifer Dougherty is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. She has worked at Ballentine Partners LLC and has been operating BroadWealth LLC since 2019. BroadWealth serves a selective group of high-net-worth individuals, families, and related entities by providing integrated wealth management services focused on personalized asset allocation using low-cost, tax-aware vehicles and broad diversification. The firm also offers pension consulting and educational seminars, alongside standalone financial consulting and project-based work such as business-sale preparation and probate support.

Eric Hundahl is a CFA® charterholder with 15 years of industry experience. He has been the sole advisor at Sail Loft Capital Management LLC since 2014. Sail Loft Capital Management LLC is a state-registered, single-advisor firm based in Salem, MA, providing discretionary portfolio management primarily to high-net-worth individuals and related trusts and estates. The firm employs an opportunistic investment approach that integrates fundamental, macroeconomic, and technical analysis to manage portfolios ranging from conservative to aggressive, including stocks, bonds, mutual funds, ETFs, and option contracts with fixed downside risk.

Thomas Kilgallen is a CFP® professional with 13 years of industry experience. He is the principal of Fair Weather Strategies LLC, an independent advisory firm he has led since 2012. In addition to his advisory work, Kilgallen provides IT data consulting focused on analysis of large data sets and metric reporting. Fair Weather Strategies offers asset management, modular financial planning, and divorce financial counseling services to individuals, high-net-worth clients, business owners, trusts, and other entities. The firm emphasizes ETF and individual equity investments using fundamental and technical analysis, with a primarily long-only buy-and-hold strategy complemented by tactical adjustments.

Samanda Morales is a financial advisor at Wellfin360 with four years at the firm and two years of industry experience. She holds a Series 65 designation and previously worked at Bank of NY Mellon and MBS LLC. Morales is also the Co-Founder and CEO of Ahora Inc, where she provides strategic direction and participates in fundraising activities. Wellfin360 is a fee-only independent investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm focuses on asset-allocation-driven portfolio management primarily using passive funds and offers tailored financial planning through tiered service levels and educational seminars.

Cyrus Amin is the sole advisor at C. Michael Amin, LLC, a state-registered investment adviser based in Somerville, MA. He holds a Series 65 designation and has 11 years of industry experience. Amin has been with C. Michael Amin, LLC since 2009. C. Michael Amin, LLC provides discretionary asset management primarily to accredited investors, qualified clients, and institutional investors, using a long-biased, value-oriented, concentrated equity strategy focused on long-term capital appreciation. The firm employs fundamental research and may use leverage, derivatives, and short sales, offering both separately managed accounts and pooled vehicles with negotiable fee arrangements.