William Patrick Kelly

Hi, I am Joe, I have chosen to be a financial planner because I care deeply about helping people achieve an even greater future with their finances. I specialize in working with corporate professionals and families planning for a future in retirement. I have a lot of experience with employees at public Biotechnology and Defense Contracting Firms. I often see people start to work with me around 45-60 to get a head start on their future, but also have a variety of others I work with as well. I offer ongoing financial planning and investment services as well as one time plans. Utilizing my unique planning and investment philosophy, we can explore valuable financial opportunities, uncover blind spots, and build a plan that makes your money work harder for you. Parkmount Financial Partners has been featured well recognized publications such as Bloomberg, Investment News, iHeartRadio, Financial Planning Magazine, and GoBankingRates.com Reach out and schedule time for free initial consultation

Growing up on a cattle ranch in Northern California, Joseph Bogdan learned the value of hard work, accountability, and long-term thinking from an early age. Those lessons continue to guide the way he serves clients today. Joseph attended the University of San Francisco, where he played Division I baseball while earning his degree in business management. The discipline, preparation, and resilience required to compete at a high level became the foundation for his approach to wealth management. Today, Joseph works with individuals, families, business owners, and corporate executives to simplify complex financial decisions and build strategies aligned with their long-term goals. He specializes in investment management, retirement planning, equity compensation, and helping clients navigate major financial transitions with confidence. Joseph believes great financial advice starts with understanding people—not just portfolios. He is passionate about building lasting relationships and helping clients make informed decisions at every stage of life. Originally from Sonoma County, California—which makes him a lifelong wine enthusiast—Joseph now lives in Boston. Outside of work, you’ll find him trying to catch fish that aren’t biting, traveling the world in search of his next adventure, or generously donating golf balls to the trees of New England.

Julian B. Morris, CFP®, ChFC®, CLU®, RICP®, TPCP®, AAMS®, CRPC®, CFS®, AIF®, BFA®, is the founder and principal of Concierge Wealth Management, a boutique fiduciary practice in Boston. He has been in the business since 2004 and works with executives, business owners, and families who want an advice-first relationship. The practice coordinates the full financial picture: tax planning, equity compensation, retirement income, and estate coordination, not just the portfolio. Many client relationships now span two and three generations of the same family. Morris has been named a Five Star Wealth Manager every year since 2013. His commentary on equity compensation, taxes, and retirement has appeared in Forbes, TIME, CNBC, Kiplinger, and Yahoo Finance. Advisory services are offered through Flagship Harbor Advisors, LLC, an SEC-registered investment adviser. Securities are offered through LPL Financial, member FINRA/SIPC.

Charles Norfleet Jr. is a CFP® professional with eight years of industry experience, currently affiliated with Cetera. His career includes roles at McAdam LLC, Purshe Kaplan Sterling Investments, Andrews & Cole, and Norfleet Advisory, which he owns and operates. Outside of advisory work, he provides insurance services including life, health, disability, annuities, and long-term care products. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions supported by a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed strategies.

Thomas Hagstrom is a CFA® charterholder with 30 years of industry experience. He is currently with Appleton Partners, Inc. in Boston, MA, and previously worked at Charles Schwab Investment Advisory and Charles Schwab. He is an Army Veteran and involved in Veteran's affairs. Appleton Partners, Inc. provides discretionary portfolio management and wealth planning for individuals, trusts, charitable organizations, and institutional clients. The firm employs fundamental, relative-value, and technical analysis across fixed income and equity strategies, tailoring portfolios to client objectives with ongoing monitoring and quarterly appraisals.

Benjamin Doernberg is a financial advisor at First Step Financial in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to founding First Step Financial, he worked with Never Again Action and Escape the Room Boston. First Step Financial provides financial planning and advisory services to individual and high-net-worth clients through one-off plans, ad-hoc hourly engagements, and an ongoing subscription option, focusing on modern portfolio theory and broad index mutual funds and ETFs. The firm does not custody or trade client accounts and uses a pricing model based on subscription and hourly fees rather than asset-based charges.