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.

Jason Burack is a financial advisor at Hawk Capital Management LLC in Millbury, MA, holding a Series 66 designation with 12 years of industry experience. He has been with Hawk Capital Management since 2014. Hawk Capital Management provides discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, families, trusts, and client-owned businesses. The firm employs a research-driven, fundamentally oriented investment approach focused on concentrated, long-only U.S. equity portfolios, incorporating strategies such as discounted cash flow analysis, leverage, options, and short-selling.

Gerald Kochevar is the principal of Kochevar Financial Planning, LLC, an independent advisory firm based in Grafton, MA. He holds a Series 65 credential and has 14 years of industry experience, leading his firm since 2011. Kochevar Financial Planning provides broad-based financial planning services to individuals, trusts and estates, businesses, and charitable organizations. The firm emphasizes long-term, buy-and-hold investment strategies using diversified, cost-efficient index funds and ETFs, and focuses on financial planning and investment consultation without managing client portfolios directly.

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.

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.

Gregory Barishian is a CFP® professional with seven years of industry experience. He has worked at Aurelius Family Office, LLC since 2023 and previously held roles at Corrigan Financial, Inc., Children's Friend and Service, LPL Financial LLC, Harkins Wealth Management, and IMT Services Corporation. He serves on the finance committee of The Village Common of RI, a nonprofit supporting aging in place for older adults. Aurelius Family Office provides discretionary wealth management, financial planning, and retirement-plan consulting to individuals, retirement plans, charitable organizations, and corporations. The firm uses a tailored investment approach based on modern portfolio theory, factor and quantitative analysis, and offers both discretionary and non-discretionary fiduciary services.

Kevin Le Blanc is a financial advisor with Aurora Private Wealth, Inc. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior work includes roles at Edward Jones, Santander Securities, and SCOTTRADE. Aurora Private Wealth, Inc. provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, model portfolios, independent manager selection, and retirement plan consulting, delivering advice through a network of supervised investment adviser representatives with tailored portfolio strategies.

Gregg Parker is a financial advisor at Geneos Wealth Management, Inc. with 27 years of industry experience. He holds a Series 66 designation and has worked at several firms including American Portfolios Financial Services and Cambridge Investment Research. Outside of his advisory role, Parker is an assistant varsity football coach at Northbridge High School. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and strategies with continuous account monitoring and discretionary trading authority.

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.

Lawrence Sasso is a financial advisor at Bison Wealth, LLC with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Broker International Financial Services LLC and Tarkenton Financial. Outside of advising, he serves as an adjunct professor at Quinsigamond Community College, is the commander of American Legion Post 201, and is a member of the Worcester State University Board of Trustees. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with multi-manager solutions and access to alternative investments, utilizing a turnkey asset management platform that supports other financial advisers.

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.

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.

Holly Wanegar is a financial advisor at Commonwealth Financial Network with six years of industry experience. She holds the Series 66 designation and has worked at Commonwealth Financial Network since 2019, including her current tenure starting in 2023, and previously worked at People's United Bank from 2016 to 2019. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operational support, investment management, and compliance services while allowing advisors discretion in portfolio construction using various securities and insurance products.

Melissa Couch is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Principal Financial Services since 2020 and has prior experience with Principal Life Insurance Company, Royal Alliance Associates, Inc., and Jhfn Sii. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by third-party managers.

Delcarme Francois Le Fort is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and over four years of industry experience. His prior roles include positions at TIAA, Charles Schwab, and Citizens Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s integrated services emphasize long-term portfolio returns and savings rates, delivered through platforms tied to Empower’s recordkeeping and administrative systems.

Jonathan Mathews is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has previously worked at firms including John Hancock, Prudential Financial, and GRAIL. Mathews also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, technology, and operational support. The firm offers various investment solutions, including discretionary model portfolios and personalized indexing options, while advisors maintain discretion over client portfolio construction.

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.

Mateusz Poluha is a financial advisor at Empower Advisory Group with Series 66 credentials and four years of industry experience. He has previously worked at the Isenberg School of Management at UMass Amherst and held various roles including positions at the DEFA Film Library and Wachusett Mountain Ski Area. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated service model linked to Empower’s administrative platforms and offers financial plans focused on long-term portfolio returns and annual rebalancing.