Jacqueline King

George Frost is a CFA charterholder and principal of Frost Investment Partners, LLC, an independent firm based in Provincetown, MA. He has three years of industry experience and returned to advisory practice after a 25-year retirement. Frost Investment Partners provides discretionary and non-discretionary asset management and comprehensive financial planning services to individual and high-net-worth clients. The firm offers tailored investment programs using fundamental analysis and a range of strategies, including trading, fixed income, ETFs, and option writing, with a selective client base and concentrated assets per account.

Eric Bingham is a financial advisor at Pamet Advisors LLC in Truro, MA, holding a Series 65 designation with 10 years of industry experience. He has been with Pamet Advisors since 2016. Pamet Advisors provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, and estates, utilizing a bottoms-up, value-oriented investment approach that combines fundamental and technical analysis with an emphasis on dividend growth and risk management. The firm manages approximately $43.5 million in discretionary client assets, focusing on a higher asset-per-client concentration and operates on a fee-only basis.

Mark Schiffenhaus is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Long Point Wealth Management, LLC. His prior roles include positions at Cantella & Co., Inc. and Detwiler Fenton Investment Management LLC. He is also involved in managing family LLCs. Long Point Wealth Management provides discretionary wealth management and financial planning services to individuals, trusts, and estates, managing approximately $39.9 million for 36 clients. The firm employs a long-term, diversified portfolio approach incorporating ETFs, mutual funds, individual equities, and a systematic managed-futures sleeve, with an uncommon emphasis on the explicit use of derivatives for low-correlation exposure and crisis protection.

Richard Goselin is a financial advisor at GSI Financials, LLC with two years of industry experience. He holds a Series 65 designation and has worked in financial services through his various roles at GSI Consulting and related entities since 1997. In addition to his advisory work, Mr. Goselin is the President and a certified flight instructor at GSI Corp. GSI Financials, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental, long-term investment approach using diversified portfolios of low-cost mutual funds, ETFs, individual stocks, and bonds, and offers both discretionary and non-discretionary portfolio management.

Thomas McIntyre is a CFA® charterholder with 31 years of industry experience. He is a principal at McIntyre, Freedman & Flynn Investment Advisers, Inc. and has been with Dessauer & McIntyre Asset Management, Inc. since 1989. McIntyre, Freedman & Flynn provides discretionary portfolio management and oversight to individuals, pension plans, corporations, trusts, and estates, managing approximately $148.3 million for about 69 clients. The firm employs fundamentally driven equity strategies focused on long-term growth and dividend income, offering concentrated, equity-focused portfolios with individualized account services.

Herbert Montgomery is a CFP® with 19 years of industry experience and has been with The Montgomery Financial Group, Inc. since 2006. He holds a Series 63 license and is a 50% owner of Fitz-Mont Environmental Solutions, Inc., a company that provides environmentally sound electricity, water, waste, and lighting solutions. The Montgomery Financial Group serves individual and high-net-worth clients as well as small business owners, offering discretionary investment management, financial planning, and a range of non-investment advisory services such as tax preparation and bookkeeping. The firm employs a Modern Portfolio Theory framework focusing on cost-efficient index funds and ETFs, with a significant portion of its efforts dedicated to non-investment services for individuals and small businesses.