David Hunt Jr. is a CFP® and CFA® with 16 years of industry experience, currently serving as the sole advisor at Applied Capital Management, LLC. He has worked at LPL Financial since 2020 and has been affiliated with Applied Capital Management, Inc. since 2015. Applied Capital Management provides comprehensive financial planning and consulting services to individuals, trusts, estates, and small businesses. The firm emphasizes written financial plans and ongoing consulting, supporting a large client base with customized plans developed through detailed client engagement and fundamental analysis.

Anthony Corsino is a financial advisor at Zen Financial Planning, LLC in Andover, MA, holding the CFP® and ChFC® designations with six years of industry experience. He previously worked at Merrill Lynch and Raytheon and serves as an adjunct lecturer for Regis College and Boston University’s Financial Planning Programs. Corsino also works as an independent insurance agent. Zen Financial Planning provides wealth management, financial planning, and consulting services to individuals, families, trusts, estates, and business owners. The firm offers customized investment strategies based on clients’ goals and risk tolerance, combining fundamental, technical, and cyclical analysis with Monte Carlo planning, and provides ERISA 3(21) 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.

Jeremy Gassman is the principal of Gassman Financial LLC in Salem, NH, with 28 years of experience in the financial industry. He holds Series 63 and Series 65 licenses and previously worked at Madison Avenue Securities, LLC for 13 years before focusing on his own firm. Gassman is also a licensed insurance professional involved in the sale of insurance and annuities. Gassman Financial LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, and estates. The firm manages approximately $112.6 million in assets under management, employing a long-term, diversified asset-allocation strategy using ETFs, mutual funds, individual equities, and fixed income, with discretionary portfolio management and periodic rebalancing.

Beth Lundberg is a CFP® and Series 65-registered financial advisor with five years at Hawthorne Wellman Financial Planning, LLC and a total of three years in the industry. Her prior experience includes roles at Hawthorne Wellman, LLC and Zeiders Enterprises, as well as self-employment. Outside of her advisory work, she dedicates time to an outside media project, a podcast. Hawthorne Wellman Financial Planning, LLC is a fee-only, state-registered investment adviser serving individuals, couples, and families with comprehensive financial planning and discretionary portfolio management. The firm employs an evidence-based, factor-driven, globally diversified, and cost-conscious investment approach tailored to clients’ tax situations, risk tolerances, and life goals.

Robert Foster Jr. is the sole advisor at Plain Talk Financial Planning, LLC, holding a Series 65 designation and beginning his advisory career in 2024. He has worked at Nokia since 1984 as a Technical Support Engineer, a role that occupies the majority of his time. Plain Talk Financial Planning, LLC is a fee-only, state-registered investment adviser serving individuals and high-net-worth clients with investment management and financial planning services. The firm uses asset allocation principles and a combination of passive and active strategies, often incorporating third-party model portfolios and outside managers to implement advice.

Edward Murray is a financial advisor at Family Investment Advisory, LLC in Nashua, NH, holding the ChFC® designation and Series 63 license with 26 years of industry experience. He has been with Family Investment Advisory since 2011 and has operated his own advisory services since 1981. Murray is also a licensed insurance agent specializing in long-term care insurance. Family Investment Advisory, LLC provides discretionary portfolio management for individuals, trusts, and estates, focusing on individualized, diversified portfolios using asset allocation and fundamental analysis. The firm manages approximately $1.43 million in assets and conducts regular account reviews and client meetings.

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.

Noah Tillinghast is a financial advisor at Callidus Capital with a Series 65 designation and experience beginning in 2022. He previously worked at Clearview Financial Strategies LLC and has a background that includes ten years in education. In addition to his advisory role, he is a licensed insurance agent selling life insurance. Callidus Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of fundamental, technical, and cyclical analysis across various security types. The firm typically manages portfolios under written discretionary authority and does not concentrate on any single security type.

Robert Salzer is a financial advisor with NAV Wealth Management LLC in Amesbury, MA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has led NAV Wealth Management since 2014. Outside of advisory work, he serves as president of the Woburn High School Scholarship Fund and is a trustee of The Tidd Home Inc., overseeing its portfolio. NAV Wealth Management LLC provides discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs modern portfolio theory and a long-term trading approach, tailoring portfolios to client risk tolerance and time horizon, and is notable for its client mix that includes charitable and corporate clients.

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.

David Sousa is a financial advisor with Sousa Financial in Andover, MA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Osaic Wealth, Inc. since 1999. Outside of investment advisory, he provides health, accident, and life insurance brokerage services to clients. Sousa Financial offers investment advisory and financial planning services to individuals, trusts, estates, and a limited number of pension or profit-sharing plan clients. The firm uses asset-allocation software, risk-tolerance questionnaires, and both fundamental and technical analysis to build portfolios primarily focused on mutual funds and long-term holdings, operating largely on a nondiscretionary basis with client approval required for allocation changes.

Adam Mead is the principal advisor at Mead Capital Management, LLC, holding a Series 65 credential with 11 years of industry experience. He has been managing his independent firm since 2014 and concurrently serves as Assistant Vice President and Commercial Loan Portfolio Manager at Pentucket Bank. Mead Capital Management provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and other business entities. The firm focuses on value-oriented, fundamental analysis with a concentrated portfolio approach and serves clients who prefer a long-term, business-owner perspective on publicly traded securities.

Carl Smith is the sole advisor at CJS Financial Advisers, holding Series 63 and Series 65 credentials with 31 years of industry experience. His career includes roles at Newbridge Securities Corp and Primex, alongside multiple periods at CJS Financial Advisers since 2012. Outside of advisory work, he is a licensed real estate sales associate and co-owner of a family landscaping service. CJS Financial Advisers serves institutions, corporations, trusts, and similar entities by providing investment advisory and financial planning services, often acting as a solicitor to other advisers. The firm customizes client relationships through investment policy statements and manages accounts using both active and passive strategies across various asset classes, occasionally acting as a direct advisor via Folio Institutional.

Jared Hoole is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Lakeside Financial Planning, LLC in Windham, NH. He has worked at Lakeside Financial Planning since 2014 and also holds a position as Tax Manager at Bright Horizons Family Solutions, a provider of early education and employer-sponsored child care services. Lakeside Financial Planning is a fee-only, registered investment adviser that offers comprehensive financial planning and discretionary investment management to individuals, families, and small-business clients. The firm customizes advice and portfolios based on clients’ objectives, tax situations, risk tolerance, and time horizons, and provides services such as ongoing wealth management, retirement-plan advisory, and financial snapshot reviews.

Mark Alaimo is a CFP® and PFS™ credentialed advisor with nine years of industry experience. He is the principal of LCW Planning and Investments, LLC and also serves as president of LCW-CPA's, Inc., a CPA firm. His prior experience includes roles at Bainco International Investors, Kestra Financial Services, Sapers & Wallack, and Twinfocus Capital Partners. LCW Planning and Investments, LLC provides discretionary investment management and financial planning services to individuals and high-net-worth clients, utilizing a portfolio approach that combines fundamental analysis with Modern Portfolio Theory and internal due diligence. The firm maintains a distinct affiliation with an accounting firm offering tax and accounting services and employs a selection-and-oversight model involving unaffiliated independent managers.

Roger Blundell is the sole advisor at New England Tactical Investments LLC, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, Freedom, and Interstate Arms. New England Tactical Investments LLC provides discretionary portfolio management and investment advice to individual and high-net-worth clients, employing a tactical approach that integrates technical and cyclical analysis with modern portfolio theory across various asset classes.

Robert Cryts is a financial advisor at Cambridge Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Investment Advisers LLC and Cetera Advisors LLC. He has been with Cambridge Financial Services since 1998. Cambridge Financial Services is an independent registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers personalized wealth management and financial planning, employing a low-turnover, buy-and-hold investment approach using mutual funds, ETFs, and select individual securities.

Patrick Mc Coy is a financial advisor with Main Street Financial Advisory LLC, holding a Series 65 designation and 24 years of industry experience. His prior roles include positions at The Financial Advisors and Lowell, Blake & Associates, Inc. Outside of finance, he serves as an Implant System Ambassador for Integrum, LLC, assisting candidates and representing the company publicly. Main Street Financial Advisory LLC provides portfolio management and comprehensive financial planning to individual and high-net-worth clients as well as charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative analysis with a long-term trading orientation, managing both discretionary and non-discretionary accounts.

Andrew Tapparo is the sole advisor at Tapparo Capital Management, an independent firm based in Topsfield, MA. He holds a Series 65 designation and has 27 years of industry experience, having founded and led the firm since 1997. Tapparo Capital Management provides discretionary and non-discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm integrates financial planning with portfolio management, employing a mix of fundamental analysis, technical trading models, cyclical analysis, and charting, with occasional use of short-term positions, margin, or option strategies.