David Patrick Keator

Justin Hudock is a financial advisor at Starboard Wealth Management, LLC, an independent firm based in Marstons Mills, MA. He holds a Series 65 designation and has nine years of industry experience, including three years at Bridge Creek Capital Management LLC before joining Starboard Wealth Management in 2020. Starboard Wealth Management provides ongoing portfolio management for individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a variety of analytical methods and offers both long-term and active trading strategies, including derivatives, options, short sales, and margin transactions, tailoring allocations to client goals and risk tolerance.

Gregory Fenton is a CFP® professional with 21 years of industry experience, currently serving at Cambridge Cape Cod Advisors, LLC since 1997. He holds a Series 63 license and is based in Sandwich, Massachusetts. Cambridge Cape Cod Advisors serves retired and upper-income individuals and families, providing holistic financial planning and investment advisory services through a fee-only model. The firm focuses on comprehensive planning, including retirement, estate, and tax planning, and is notable for managing a large amount of non-discretionary assets while offering tailored investment policy statements and periodic portfolio reviews.

Andrew Mc Alarney is a financial advisor with First Due Financial LLC in Wareham, MA. He holds Series 63 and Series 66 licenses and has six years of industry experience. Outside of his advisory role, he serves as an on-call firefighter and paramedic and manages a vacation rental business through Yellow Rose Realty, LLC. First Due Financial LLC provides discretionary and non-discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm employs a range of investment strategies tailored to clients’ goals and risk tolerance and maintains a small client roster focused on higher-touch relationships.

John Tympanick is a financial advisor at Global Vision Financial Services with 27 years of industry experience. He holds a Series 65 designation and has worked at his current firm since 2019. Prior to this, he spent 12 years at Hospitality Mutual Insurance Company and has been a principal at JWT Investment & Tax Consultants for 28 years. Tympanick serves as a hearing officer for the Massachusetts Board of Bar Overseers and is a member of the investment committee for the Massachusetts Medical Malpractice Reinsurance Plan. Global Vision Financial Services serves individuals, pension and profit-sharing plans, trusts, estates, and business entities by providing investment management, financial planning, accounting, tax preparation, bookkeeping, and business consulting services. The firm applies a modern portfolio theory-based investment approach using low-cost ETFs and integrates licensed accounting and tax services to support business owners and plan sponsors.

John Williams is a CFP®-certified financial advisor with over 21 years of industry experience. He has been with Burr & Company, LLC since 2006. The firm serves individual and trust clients by providing investment management and integrated financial planning, using a long-term, buy-and-hold investment approach focused on dividend-oriented equities and tailored fixed-income allocations. Burr & Company generally operates on a non-discretionary basis, requiring client approval prior to trade execution.

Harold Tincher is a financial advisor with Wharton Financial Group, holding a Series 63 designation and over 32 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and Cambridge Investment Research, Inc. since 2010, while maintaining a long tenure at Wharton Financial Group since 1995. Outside of advisory work, he is also an independent insurance agent and a licensed notary. Wharton Financial Group provides estate-planning and advisory services to retired or soon-to-be-retired individuals, corporations, and pension plan sponsors. The firm focuses on estate plan design and client relationships with third-party investment managers, offering asset-allocation guidance, client education, and periodic account reviews rather than discretionary portfolio management.