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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.

Christopher Nichols is the principal advisor at Nichols Investment Advisory Services in Mashpee, MA, with 33 years of experience at the firm and a total of 22 years in the industry. He holds Series 63 and Series 65 licenses. Nichols Investment Advisory Services provides wealth management and retirement-focused portfolio management primarily for professionals, retirees, business owners, trustees, and small businesses, including pension plans. The firm uses modern portfolio theory with tactical asset allocation adjustments and monitors accounts quarterly, offering pension consulting and coordinating with estate and trust administrators.

James Shannon is a CFA® charterholder with 11 years of industry experience. He is the sole advisor at Shannon Investment Management, an independent firm based in Falmouth, MA. Prior to founding his firm, he has been affiliated with SoFi Securities LLC and Social Finance, Inc. since 2012. Shannon Investment Management provides fee-only, discretionary investment management and ongoing investment guidance to individuals, families, trusts, businesses, and nonprofit entities. The firm primarily utilizes passively managed exchange-traded funds, applying principles from modern portfolio theory and market-efficiency research to build diversified portfolios with strategic and tactical asset allocation.

Daniel Seidman is the sole advisor at Seidman Investment Portfolios in Vineyard Haven, MA, holding a Series 63 designation with 33 years of industry experience. He has led his independent firm since 1988. Outside of advisory services, he is also a licensed insurance agent and owner of an insurance agency. Seidman Investment Portfolios offers tailored portfolio management and comprehensive financial planning to individual investors, including high-net-worth clients, as well as institutional clients such as pension plans, endowments, and charitable organizations. The firm combines a long-term, low turnover investment philosophy with active tactical management, utilizing research from public and subscription sources and conducting regular account reviews.

I’m T.J. van Gerven, founder of Memento Financial Planning—a virtual, fee-only firm helping high-earning couples in their 30s and 40s align their money with what matters most. Most of my clients are navigating complex financial lives: managing equity comp, balancing student loans and child care, investing excess cash, and trying to figure out when enough is enough. I help them make smart, tax-efficient decisions while building toward a life of financial flexibility—where work becomes a choice, not a necessity. My planning process combines technical expertise with deeper conversations around values and purpose. Because financial planning isn’t just about growing net worth—it’s about using your resources to live more intentionally. When I’m not reviewing tax returns or modeling equity strategies, I’m probably road tripping with my partner, wandering a farmer’s market, or listening to a philosophy podcast.

Katherine Horgan is a financial advisor with Heritage Wealth Management in Osterville, MA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Heritage Wealth Management since 2011 and previously worked at Coastal Equities, Inc. and Coastal Investment Advisors, Inc. Heritage Wealth Management provides personalized investment management and consulting services to individuals, including high net worth clients, and charitable organizations, as well as retirement plan consulting for small businesses. The firm employs proprietary asset-allocation strategies and manages accounts primarily on a discretionary basis.