Benjamin Doernberg is a financial advisor at First Step Financial in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to founding First Step Financial, he worked with Never Again Action and Escape the Room Boston. First Step Financial provides financial planning and advisory services to individual and high-net-worth clients through one-off plans, ad-hoc hourly engagements, and an ongoing subscription option, focusing on modern portfolio theory and broad index mutual funds and ETFs. The firm does not custody or trade client accounts and uses a pricing model based on subscription and hourly fees rather than asset-based charges.

Adam Apt is a CFA® charterholder and holds a Series 65 license, with 18 years of industry experience. He has been the principal of Peabody River Asset Management, LLC since 2007. Additionally, he serves as Vice President of Investment Analytics at LTSAVE, Inc., where he designs and oversees an automated investment advice system for defined contribution retirement plans. Peabody River Asset Management is a fee-only registered investment adviser providing portfolio management, financial planning, and consulting services to individuals, families, and institutional clients, including charitable organizations. The firm employs a top-down, four-stage portfolio construction process with a focus on ETFs, bonds, and a mostly buy-and-hold approach, supplementing fundamental analysis with quantitative risk models.

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.

Steve Ng is the sole advisor at Woodland Investment Consulting LLC in Boston, MA. He holds the CFA® designation and Series 63 license and has 17 years of industry experience. He has been employed with MFS Fund Distributors, Inc. since 2005 and has served as an instructor at the Boston Security Analysts Society since 1992. Woodland Investment Consulting provides discretionary portfolio management and integrated financial planning primarily for individual investors and pension plans, including defined-contribution plans. The firm follows a value-oriented, relatively low-risk investment approach with broad diversification and a focus on income and capital preservation.

Peter Ferriero is the founder and president of Rocky Hill Advisors Inc., where he has worked since 2002. He holds Series 63 and Series 66 designations and has 23 years of industry experience. Outside of his advisory role, Ferriero is involved in youth hockey through founding and leading Top Gun Youth Hockey, Top Gun Arena Management, and the New England Fall Prep Hockey League. Rocky Hill Advisors provides investment management and expert witness consulting to individuals, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and Native American tribes. The firm employs a customized tactical allocation strategy with a focus on rebalancing and downside risk management, operating primarily on a non-discretionary basis.

Todd Carter is the principal of The Blue Oak Group, LLC, an investment advisory firm based in Boston, MA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to founding The Blue Oak Group in 2008, Mr. Carter worked at Kalos Management and Kalos Capital, Inc. He also co-owns Mercer Consulting, LLC, a real estate consulting firm specializing in §1031 like-kind exchanges. The Blue Oak Group provides alternative investment advice and consulting to select accredited individuals, trusts, and corporate entities, focusing on tax-aware capital deployment and customized alternative allocations as part of broader financial plans. The firm’s approach includes working with a range of alternative assets and coordinating with clients’ existing legal, tax, and wealth teams.

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.

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.

Vitaly Veksler is a CFA® charterholder and holds a Series 66 license, with 12 years of industry experience. He has been the sole advisor at Beyond Borders Investment Strategies, LLC since 2014. Beyond Borders Investment Strategies, LLC provides discretionary portfolio management to institutional clients and individual investors, including high-net-worth individuals, trusts, and estates. The firm specializes in tax-efficient single-country equity ETFs, employing a country-macro value equity style that focuses on undervalued markets during periods of crisis and aims to support recovery while seeking investment returns.

Bing Lu is a financial advisor at Vesta Investment Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Vesta Investment Advisors since 2017, following two years at Vesta Investment, Inc. Located in Brookline, MA, he is the sole advisor at his independent firm. Vesta Investment Advisors provides discretionary portfolio management to individual investors, pooled investment vehicles, and corporate clients. The firm manages private funds and emphasizes a long-term, multi-analytical investment approach that integrates charting, cyclical, fundamental, quantitative, and technical analysis with risk-based asset allocation and security selection.

George Massey is a financial advisor at Ellisville Harbour Partners with a Series 65 credential and four years of industry experience. He has worked at Mozaic Capital Advisors, AAG Energy, and Kirkwood & Company LLC. In addition to his advisory role, Mr. Massey owns Far West Consulting, a business consultancy. Ellisville Harbour Partners provides investment management and advisory services to high-net-worth individuals, trusts, and estates, managing both discretionary and non-discretionary accounts with a research-driven approach focused on long-term holdings in global and frontier markets. The firm employs a concentrated portfolio strategy and offers performance-based fee arrangements for qualified clients.

Harold Simansky is the sole advisor at Simansky Investments, LLC, an independent firm based in Brookline, MA. He holds a Series 65 designation and has 23 years of industry experience, including roles in management consulting, a residential energy-efficiency startup, and part-time work as a business-school admissions consultant. He has been involved with Educational Investments, LLC since 2003. Simansky Investments is a fee-only advisory firm serving primarily individuals and families with investment management and financial planning. The firm employs an evidence-based, low-cost passive investment approach using index funds and manages client assets on a non-discretionary basis, emphasizing alignment with client objectives and risk tolerance.

Zachary Stuppy is a financial advisor at Brave Boat Capital Advisors in Boston, MA, holding Series 65 and Series 66 licenses with 11 years of industry experience. He has been with Brave Boat Capital since 2015. Brave Boat Capital Advisors offers financial planning, portfolio management, and investment consultation to individuals, high-net-worth clients, and retirement plans. The firm integrates Modern Portfolio Theory with tactical shifts, Core-and-Satellite allocations, and momentum-based overlays, and provides educational workshops alongside retirement-plan advisory and documented derivatives strategies for qualified clients.

Joshua Cahill is a financial advisor at Family Partners Capital, LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Portolan Capital Management for 15 years. Cahill has been with Family Partners Capital since 2019. Family Partners Capital provides discretionary portfolio management primarily to high-net-worth individuals, endowments, and foundations. The firm employs a concentrated equity approach combined with active use of options and trading strategies, conducting monthly portfolio reviews under discretionary authority.

William O'Donnell is a financial advisor at Donal Fiduciaries with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Alan Biller and Associates from 2015 to 2017. Donal Fiduciaries provides ongoing investment advisory services to individuals, trusts, and institutional clients, including pension plans and endowments. The firm offers customized recommendations through a process that combines strategic asset allocation, macroeconomic and technical analysis, and fundamental security selection, primarily operating on a non-discretionary, consultative basis.

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.

Craig Harsfield is a financial advisor with Collaborative Financial Solutions LLC in Brookline, MA, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Alternative Capitalis, LLC and LPL Financial LLC. He serves as chairperson of the Professional Advisors Committee for the Brookline Community Foundation and is a board member of the Pierce School Extended Day after school program. Collaborative Financial Solutions LLC provides discretionary portfolio management and financial planning to individual and small business clients, utilizing model portfolios and third-party money managers. The firm emphasizes asset allocation and manager selection, combining advisory services with licensed insurance offerings.

Robert Sherr is a financial advisor with Commonwealth Financial Network based in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has operated Sherr Financial Associates since 1994 and has been affiliated with Commonwealth Equity Services, Inc. since 1992. Outside his advisory work, he co-owns Trident Benefit Solutions, LLC, a firm involved in employee group benefits consulting. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.