James J Quinlan Jr.

Francis Decker Jr. is the principal of Decker Capital Management, LLC in Duxbury, MA, with nine years of industry experience. He holds Series 63 and Series 66 registrations and has been involved with Andes Capital Group, LLC since 2017 and Real Estate Fiduciary Services, LLC from 2007 to 2018. Outside of his advisory work, Decker serves as treasurer of the Waterbend Condominium Owners Association and manages DuPage County Properties, LLC, an investment vehicle owned by three pension funds. Decker Capital Management provides investment management and consulting primarily to institutional and pooled-vehicle clients, focusing on public and private real assets such as real estate, farmland, and timber. The firm employs an analytical, tailored approach that includes cash-flow modeling, capital-structure analysis, risk identification, and active management with periodic reviews and reporting.

Henry Frattaroli Jr. is a financial advisor at Wealth Management Planning with nine years of industry experience and holds the Series 65 designation. He previously worked at Brookstone Capital Management from 2016 to 2017. Outside of advisory services, he is involved in real estate and insurance sales. Wealth Management Planning is an independent firm providing personalized asset management and financial planning for individuals and various entities, including pension plans, trusts, estates, and business owners. The firm combines investment management with an affiliated insurance-brokerage capability and uses both fundamental and statistical analysis to guide investment decisions, including the use of derivative instruments when appropriate.

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.

Kimberly Quinn is a CFP® with 33 years of industry experience, currently principal at KSQ Financial Services LLC. Her prior roles include positions at Catalyst Investment Management LLC and LPL Financial. She maintains a small unrelated outside business alongside her advisory work. KSQ Financial Services LLC provides discretionary and non-discretionary asset management and financial planning for individuals, including high-net-worth clients. The firm focuses on client-specific objectives using fundamental and technical analysis, with flexibility for clients to impose written investment restrictions.

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.

Peter Kadra is the sole advisor at Trilogy Advisors, an independent firm based in Duxbury, MA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to founding Trilogy Advisors in 2022, he worked at Dixon Associates, Inc. from 2020 to 2022 and has held a Vice President position at Fiserv Solutions, Inc. since 2001. Trilogy Advisors provides investment advisory services to individual clients, including high-net-worth individuals, and to retirement plans. The firm focuses on customized portfolio construction using low-cost mutual funds and ETFs, with occasional use of individual securities and independent managers, and offers distinctive retirement plan consulting services such as vendor analysis and participant education.