Denise Elaine Adorian

Brian McGuigan is a certified financial planner (CFP®) with 27 years of experience in the financial services industry. He is the principal of McGuigan Financial, LLC, an independent advisory firm he founded in 2018. His prior experience includes roles at Edward Jones and Flagship Harbor Advisors. McGuigan Financial, LLC manages approximately $79 million for individual, high-net-worth, and retirement plan clients. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing fundamental analysis and tailored portfolio construction on open-architecture platforms in affiliation with LPL Financial.

Barbara Shegog is a CFA® charterholder with five years of industry experience. She currently leads BAS Capital Management LLC and has prior experience at Squam Lakes Financial Advisors, LeanUp, LLC, and The NeuGroup. BAS Capital Management serves individuals, business entities, and trusts with project-based financial planning, portfolio review, and consultation services. The firm emphasizes long-term, buy-and-hold investment strategies using low-cost mutual funds, ETFs, and government bonds, typically charging fixed fees or hourly rates rather than asset-based fees.

Douglas Greene is a financial advisor at Greene & Company Financial Services LLC with 21 years of industry experience. He holds the PFS™ designation and Series 63 license and has operated Greene & Company, PC, a certified public accounting firm, since 1982, providing tax planning, preparation, and accounting assistance. Greene & Company Financial Services LLC offers investment advice and portfolio management to individual clients as well as pension and profit-sharing plans. The firm employs a discretionary management approach that incorporates charting, fundamental and technical analysis, and integrates tax considerations through its affiliation with the accounting firm owned by the principal.

Stuart Hawver is the principal of Stu Hawver, CFA, MBA, LLC, an independent advisory firm based in Wolfeboro, New Hampshire. He holds the CFA designation and has 22 years of industry experience, including a one-year tenure at Davidson Capital. His firm provides discretionary investment management and integrated financial planning to individual clients and trusts, focusing on low-cost, tax-efficient mutual funds and ETFs. The firm applies Modern Portfolio Theory in its model portfolios and offers performance-based fee arrangements alongside asset-based accounts.

John Pinto Jr. is a financial advisor at Sintra Capital Corp with 46 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Sintra Capital Corporation since 1987 and Fairport Capital, Inc. since 1993. Pinto also serves as a director for several funds, including Sintra Fund, Ltd. and Mako Europe Fund Limited. Sintra Capital focuses on emerging-market investing through discretionary managed accounts and advisory services for accredited investors and private investment funds. The firm aims for long-term capital appreciation by investing in equity and debt securities across developing markets using fundamental analysis while retaining flexibility for shorter-term trading.

Matthew Krause is a financial professional with 16 years of industry experience, currently at William J. Krause CPA, P.C., where he has worked since 2005. The firm is a certified public accounting practice offering tax preparation, payroll, business consulting, and other accounting services to a range of clients, including individuals, corporations, partnerships, estates, trusts, and nonprofit organizations. When clients require investment services, William J. Krause CPA, P.C. acts as a solicitor and consultant through alliances with UBS Financial Services Inc. and Morgan Stanley Smith Barney, LLC, with investment accounts managed directly by those broker-dealers.