William Brooks

Earle Johnson is a financial advisor at Boselah Investments with 11 years of industry experience. He holds a Series 65 designation and has led Boselah Investments since 2014. His background includes public accounting and commercial banking. Boselah Investments provides discretionary investment management and tailored portfolio services for individuals, high-net-worth investors, businesses, and trusts. The firm employs a range of instruments and strategies, including fundamental, technical, and cyclical analysis, and conducts active trading primarily through Interactive Brokers’ platform.

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.

Michael Pierre is the sole advisor at Pierre & Company LLC, an independent firm based in Marion, MA. He holds Series 63 and Series 65 credentials and has nine years of industry experience, including seven years with Anchor Capital Advisors LLC prior to founding his current firm. In addition to managing client portfolios, he has made personal and partnership investments in early-stage private companies. Pierre & Company provides separately managed portfolio services primarily to individual clients, while also managing institutional assets. The firm employs a long-only, low-cost approach combining index funds with selected individual securities and fundamental research, and it offers treasury management advisory services focused on short-term fixed-income instruments.

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.

John Williams III is a CFP® with 14 years of industry experience, currently serving as Managing Member and Chief Compliance Officer at Clarity Retirement & Wealth, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Plum Pointe Wealth Management, and Mass Mutual Life Insurance Company. Outside of his financial advisory work, he is involved in buying and selling comic books online as a collector. Clarity Retirement & Wealth, LLC provides discretionary portfolio management and financial planning to a diverse client base, including individuals, trusts, and charitable organizations. The firm uses proprietary and third-party model portfolios combined with fundamental and technical analysis, managing assets on a discretionary basis while delegating trading and execution to sub-advisers.

Robert Sullivan is a financial advisor at Yankee Investor, LLC in New Bedford, MA, holding Series 63 and Series 65 designations with 20 years of industry experience. He previously worked at Ballow & Hutchinson Realty Group from 2015 to 2017 before joining Yankee Investor in 2017. Yankee Investor serves individuals, high-net-worth individuals, trusts, and estates primarily in Massachusetts, offering discretionary investment management alongside financial planning and consulting. The firm employs a long-term, fundamental analysis approach using low-cost mutual funds and ETFs, with personalized portfolio strategies and ongoing client communication.