Jeffrey Wexler is a financial advisor at Wexler Financial Group with five years of industry experience. He holds Series 63 and Series 66 licenses and previously operated businesses providing document translation services under Wexler Enterprises, LLC. Prior to founding his current firm, he worked at Transamerica Financial Advisors and World Financial Group. Wexler Financial Group offers investment management, financial planning, consulting, and insurance producer services to pension plans, corporations, trusts, estates, and charitable organizations. The firm employs a client-specific process to implement asset-allocation portfolios using a range of investment tools and serves both individual and institutional clients, combining registered advisory and licensed insurance services.

Jeffrey Forsman is the principal of Forsman Financial Services and holds a Series 65 designation. He has experience in accounting and tax planning through his separate CPA practice, Jeffrey Forsman CPA Inc, which provides tax compliance and planning services for individuals and small businesses. Prior to founding his advisory firm, he worked at Huntington Tax Partners LLC and Abrams Little Gill Loberfeld PC. Forsman Financial Services is a fee-only registered investment adviser serving individuals and high-net-worth clients with wealth management and financial planning. The firm employs a combination of fundamental company analysis and modern portfolio theory, utilizing both passive and active investment vehicles, and offers discretionary and non-discretionary investment management.

John Estrella is a CFP® professional with 13 years of industry experience, currently serving as the sole advisor at Able Financial Planning, Inc. in West Brookfield, MA. He has managed his independent advisory and mortgage brokerage businesses since 2005. In addition to his advisory work, he oversees mortgage origination activities as president of Able Mortgage Inc. Able Financial Planning, Inc. provides investment advisory and financial planning services to individuals and various institutional clients, including pension plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management using a range of investment strategies and maintains affiliated services in insurance placement, mortgage origination, and tax preparation.

Lindsey Andrew is a financial advisor at McCurdy & Andrew Investments, LLC with three years of industry experience. She holds the Series 65 designation and has worked at McCurdy Investments since 2022. Outside of her investment career, she teaches dance at The Dance Place Studio. McCurdy & Andrew Investments is a two-advisor registered investment adviser serving individuals, businesses, IRAs, trusts, estates, and corporations. The firm offers financial planning and portfolio management, utilizing an investment process that combines fundamental analysis with asset allocation based on Modern Portfolio Theory.

Dennis McCurdy is a financial advisor at McCurdy & Andrew Investments, LLC with 37 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes roles at Commonwealth Financial Network and running his own practices since 1988. Outside of financial advising, McCurdy is a motivational speaker and author of two motivational books, and he co-owns an antique market business. McCurdy & Andrew Investments, LLC is a small registered investment adviser serving individuals, businesses, IRAs, trusts, estates, and corporations. The firm provides financial planning, consulting, and portfolio management, using a fundamental and asset-allocation approach based on Modern Portfolio Theory, and acts as a fiduciary for retirement account advice under ERISA/IRC rules.

John Boyd is a CFP® with 29 years of industry experience and has been with Boyd Financial Strategies, Inc. in Worcester, MA since 2005. He holds a Series 63 license and is one of three advisors at the family-owned firm. Boyd Financial Strategies serves individuals, couples, and related trusts, typically with assets between $500,000 and $20 million, providing comprehensive financial planning and both discretionary and non-discretionary investment management. The firm employs a top-down, risk-conscious investment approach that blends fundamental, technical, and charting analysis, and requires a documented financial or investment plan before making recommendations.

Peter Boyd is a ChFC®-designated financial advisor with 16 years of industry experience. He is currently the CEO of Apogee Strong Central Massachusetts, LLC, an insurance sales and service firm, and has been associated with Boyd Financial Strategies, Inc. since 2008. At Apogee Strong, he focuses on insurance sales including fixed rate annuities, life insurance, and long-term care insurance. Boyd Financial Strategies, Inc. serves individuals, couples, and related trusts with assets typically between $500,000 and $20 million, providing comprehensive financial planning and both discretionary and non-discretionary investment management. The firm employs a risk-conscious, top-down investment approach that combines fundamental, technical, and charting analysis with longer-term allocation and shorter-term tactical strategies.

Leah Michalowski is a financial advisor at Carr Financial Group with one year of industry experience. She holds a Series 65 designation and has prior experience in various roles including positions at Leominster Credit Union and Stonehill College. Outside of her advisory work, Leah coaches junior volleyball in Marlborough, MA. Carr Financial Group advises individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans, offering financial planning, wealth management, retirement plan consulting, and family office services. The firm employs a strategic asset allocation approach using diversified mutual funds and ETFs, supplemented by individual equities and other investments, with ongoing account monitoring.

Andrea Lucey is a financial advisor at Carr Financial Group with 20 years of industry experience. She holds the CFP®, ChFC®, and Series 63 designations. Her prior experience includes roles at Lucey Advisory Group and LPL Financial LLC. Carr Financial Group advises individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans, offering services such as financial planning, wealth management, retirement plan consulting, and family office services. The firm employs a strategic asset allocation approach using diversified mutual funds and ETFs, supplemented by individual equities, REITs, options, and selected independent managers.

Mark Distefano is a financial advisor at Carr Financial Group with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services, MassMutual Life Insurance Co, Strategic Retirement Partners, and LPL Financial. He is also involved as a licensed insurance producer in the sale of fixed life insurance products. Carr Financial Group advises individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans, offering financial planning, wealth management, retirement plan consulting, and family office services. The firm employs a strategic asset allocation approach using diversified mutual funds and ETFs, supplemented by individual equities, REITs, options, or selected independent managers.

Spencer Lyons is a CFP® with five years of experience in the financial services industry, currently serving as an advisor at Carr Financial Group. His prior roles include positions at LPL Financial LLC, MassMutual Life Insurance Company, and Edelman Financial Engines. Carr Financial Group advises individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans, offering financial planning, wealth management, retirement plan consulting, and family office services. The firm employs a strategic asset allocation approach primarily using diversified mutual funds and ETFs, supplemented by individual equities, REITs, options, or selected independent managers.

Christopher Carelli is a financial advisor with Carr Financial Group in Dennis, MA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Private Advisor Group, LLC and LPL Financial for nine years each. Carelli is also an independent agent with ASH Brokerage, where he periodically sells life insurance and fixed annuity products. Carr Financial Group advises individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a strategic asset allocation approach using diversified mutual funds and ETFs, with supplemental investments tailored for some clients, and offers a dedicated family office service alongside ongoing account monitoring.

Benjamin Cauley is a CFP® with 10 years of experience in the financial services industry. He is currently with Carr Financial Group and previously worked at Private Advisor Group, LLC and LPL Financial, LLC. In addition to his advisory role, he acts as an independent agent selling life insurance and fixed annuity products through unrelated insurance brokerages. Carr Financial Group serves individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans, offering financial planning, wealth management, retirement plan consulting, and family office services. The firm uses a strategic asset allocation approach primarily through diversified mutual funds and ETFs, with ongoing account monitoring.

Chester Mccord is a financial advisor at Founders Financial Securities LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he is involved in insurance sales and tax preparation through his own firm, McCord LLC, and owns mineral rights leased for oil production. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment programs and a combination of advisory, broker-dealer, and insurance capabilities.

Matthew Smith is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. He has worked at Santander Securities since 2014 and is also affiliated with Santander Bank, NA. In addition to his advisory role, Smith is an adjunct faculty member for the MBA program at Elms College. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various advisory programs and integrates third-party investment managers through its FMAX managed-account platform, delivering discretionary portfolio management supported by ongoing compliance and suitability oversight.

Mitchell Mccord is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Founders Financial Securities LLC since 2023. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he serves as a voting board member for a family-owned property entity in Colorado. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers portfolio management, financial planning, and retirement consulting through various platforms and combines advisory, broker-dealer, and insurance services within its enterprise structure.

Patrick Fortunato is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Sequent Planning, LLC, Primerica Financial Services, Legal Shield, and Global Financial NetworX, LLC. Outside of advisory work, he is active as an insurance agent and sales representative for legal and identity theft services. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a blend of strategic and tactical approaches across diverse model portfolios.

John Martin is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network and operating Martin Financial since 2008. His credentials include the Series 63 license. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a comprehensive platform offering operations, trading, technology, compliance, and practice-management resources.

Matthew Palmgren is a financial advisor with Capital Analysts in Worcester, MA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Lincoln Investment Planning, Raymond James and Associates, and Fidelity Investments Institutional Services Company. He serves on the board of Rutland Youth Soccer, contributing community involvement outside his advisory work. Capital Analysts provides advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional organizations. The firm employs a quantitative investment process managed by an in-house Investment Management & Research team and offers a range of portfolio solutions with varying discretionary authority.

James Iozzo is a CFP® professional with 34 years of industry experience, currently serving at Commonwealth Financial Network since 2015. He holds the Series 63 designation and is based in Auburn, MA. Outside of his advisory role, he is a notary public. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, and compliance support while offering advisors discretion to construct client portfolios from diverse securities and insurance products.