Mark Adam Schiffenhaus

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.

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 the sole advisor at McIntyre, Freedman & Flynn Investment Advisers, Inc. and has been associated with Dessauer & McIntyre Asset Management, Inc. since 1989. McIntyre, Freedman & Flynn Investment Advisers provides discretionary, ongoing investment management and portfolio oversight primarily for individual and high-net-worth clients, along with pension and profit-sharing plans, corporations, trusts, and estates. The firm employs a fundamental analysis-driven investment process focused on high-grade, well-managed companies and offers tailored portfolios with features such as tax-loss harvesting and client-imposed restrictions.

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.

Jonathan Ambrose is a financial advisor at The Montgomery Financial Group, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked for the Monomoy Regional School District for five years. The Montgomery Financial Group serves individual and high-net-worth clients as well as small business owners, offering discretionary investment management, financial planning, and various non-investment advisory services such as tax preparation and bookkeeping. The firm uses a Modern Portfolio Theory approach with cost-efficient index funds and ETFs, emphasizing long-term management and regular account reviews.

Susan Lemieux is a financial advisor with B. Riley Wealth Advisors, Inc. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. Her work history includes roles at National Securities Corporation and B. Riley Wealth Advisors. Outside of her advisory work, she volunteers as a financial empowerment volunteer at WE CAN, a women’s resource center. B. Riley Wealth Advisors provides investment advice and portfolio management to individuals, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various investment programs and financial planning services, managing approximately $4.21 billion in client assets through a team of about 173 advisors.