Sandi Goodman Brown is a financial advisor at Bay Colony Advisors with a Series 65 credential and one year of industry experience. She has previously worked at The Kessler Group and operates SGB & Associates. Outside of her advisory work, she is the owner of JMB Group, LLC, a commercial real estate company based in Portland, Maine. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other asset classes, and combines centralized infrastructure with advisor discretion.

Thomas Sliney is a CFA® charterholder with 11 years of experience at Bay Colony Advisors. He serves on the boards of Grace Academy, Watkinson Prisoners Aid Society, and the Sister Parish Committee at St. Patrick-St. Anthony Church, where he has responsibilities related to financial oversight and reporting. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, retirement plan consulting, and family office services. The firm’s investment approach centers on fundamental analysis and long-term strategies, combined with access to model portfolios and third-party sub-advisers.

Shawn Tewksbury is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Bay Colony Advisors since 2017. His prior experience includes roles at Purshe Kaplan Sterling Investments, Merrimack Valley Financial Advisors, and Mclarney & Company. He also operates Tewks Wealth Management, LLC, offering accounting and tax services alongside his advisory work. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a fundamentally driven, long-term investment approach utilizing diversified mutual funds, ETFs, and other asset classes, and is notable for its broad fiduciary retirement services and developed concierge offerings.

John Hughes is a financial advisor at Bay Colony Advisors with 28 years of industry experience. He holds a Series 63 designation and has previously operated Hughes Investment Advisory Services for over three decades. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, retirement plan consulting, and related advisory services. The firm combines fundamental investment analysis with family-office and concierge services, supporting a broad range of client needs through discretionary management and access to diverse investment options.

James Catacchio is a financial advisor at Bay Colony Advisors with 17 years of industry experience and holds the Series 66 credential. He has been with Bay Colony Advisors since 2009 and also worked briefly at Tlg Advisors, Inc. He serves as a Finance Committee member for the Town of Carlisle, MA. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, retirement plan consulting, and estate and tax planning support. The firm combines family office and concierge services with institutional retirement fiduciary offerings and employs a long-term investment approach that incorporates fundamental analysis, model portfolios, and third-party sub-advisers.

Michael Benenson is a financial advisor at Bay Colony Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VestGen Advisors, LLC, Bay Colony Advisory Group, Inc., and Questar Asset Management. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering financial planning, portfolio management, retirement plan consulting, and related advisory services. The firm combines a fundamental, long-term investment approach with access to model portfolios and third-party sub-advisers, and provides family-office and concierge services alongside institutional retirement fiduciary offerings.

Carmel Furtado is a financial advisor at Bay Colony Advisors with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Bay Colony Advisory Group since 2018, following three years at United Advisors Services. Outside of her advisory work, she serves as a board member for the Israel Congregation of Manchester. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients with comprehensive financial planning and portfolio management. The firm combines family-office and concierge services with institutional retirement fiduciary offerings, employing a fundamentally driven, long-term investment approach that incorporates model portfolios and third-party sub-advisers when appropriate.

Pamela Bakos is a financial advisor with Bay Colony Advisors in Concord, MA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Bay Colony since 2013. Outside of her advisory role, she offers public relations consulting and event planning services to companies and nonprofit organizations through her own business. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and fiduciary services. The firm employs a primarily long-term, fundamentally driven investment approach and offers a range of family-office and concierge services alongside a mix of centralized infrastructure and advisor discretion.

Jeffrey Leonard is a CFP® professional with 17 years of experience in financial advisory. He is currently with Bay Colony Advisors and has prior experience at Seniors Financial Planning Asset Management, LLC, where he served as managing principal. Leonard also holds a role as an insurance agent and is involved in commercial real estate through Chaney Properties, LLC. Bay Colony Advisors provides comprehensive financial planning and portfolio management services to individual investors, high-net-worth families, trusts, retirement plans, and institutional clients. The firm integrates fundamental analysis and a long-term investment approach with access to model portfolios and third-party sub-advisers, while offering family-office and concierge services alongside institutional retirement fiduciary solutions.

Michael Cook is a financial advisor at Bay Colony Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at Cook Wealth Management, Bay Colony Advisors, Cook & Associates, and LPL Financial. In addition to his advisory work, he is an insurance agent providing insurance products and services to clients. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach and offers a range of fiduciary and non-fiduciary retirement services, as well as an active private-investment program.

Jennifer Anderson is a financial advisor at Bay Colony Advisors with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has held prior roles at firms including CETERA Financial Specialists LLC, Securities America, and LPL Financial. Anderson serves as a board member for Ashburnham Community Church in Massachusetts. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients by offering comprehensive financial planning and portfolio management. The firm combines fundamental analysis with model portfolios and third-party sub-advisers, while also providing family office and concierge services alongside institutional retirement fiduciary offerings.

David Boczar is a CFP® and CFA® with 23 years of experience in financial advisory roles. He is currently with Bay Colony Advisors and has previously worked at VestGen Advisors, Emerald Wealth Advisors, Westport Resources Management, and MSI Financial Services. Outside of financial advising, he serves on the board and as treasurer of the Easton Exchange Club charitable foundation and volunteers as treasurer for the Easton CT Boy Scouts and Easton CT Senior Center. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients with comprehensive financial planning and portfolio management services. The firm combines fundamental investment analysis with model portfolios and third-party sub-advisers, and offers family office and concierge services alongside institutional retirement fiduciary solutions.

Peter Grose is a CFP® with 34 years of industry experience, currently serving at Bay Colony Advisors since 2021. His prior roles include long-term positions at The Strategic Financial Alliance, Inc. and Acorn Financial Advisory Services, Inc. Outside of his advisory work, he is president of the George Mason University Ice Hockey Alumni Foundation and an author of a novel titled "Time." Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach and offers a broad range of fiduciary and non-fiduciary retirement services alongside an active private-investment program.

Timothy Dougherty is a financial advisor at Bay Colony Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, SunTrust, and VestGen Advisors. In addition to his advisory work, he produces the Biotech Insights podcast. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients with comprehensive financial planning and portfolio management. The firm combines a fundamental, long-term investment approach with family-office and concierge services alongside institutional retirement fiduciary offerings.

Stilson Tomita is a financial advisor at Bay Colony Advisors with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Bay Colony Advisors in 2023, he worked at Claro Advisors, LLC and Mutual Securities, Inc, and spent nearly two decades at LPL Financial. Outside of his advisory role, he serves as president and treasurer of Infinity Group, Inc., a marketing firm, and operates as an independent insurance agent. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, supplemented by individual equities, fixed income, options, and alternative investments, and is notable for its broad fiduciary services and developed family-office offerings.

John Ohl is a financial advisor with Bay Colony Advisors, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Bay Colony since 2009 and also serves as a managing member of Equine Legends LLC, overseeing thoroughbred breeding operations in Lexington, Kentucky. In addition, he co-founded True Origin LLC, a company focused on search engine optimization. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, retirement plan consulting, and related advisory services. The firm combines fundamental analysis and a long-term investment approach with family-office and concierge services, alongside institutional retirement fiduciary offerings.

Matthew Graham is a financial advisor at Bay Colony Advisors with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at VestGen Advisors, TIAA-CREF, Fidelity Investments, and Strategic Advisers, Inc. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning and portfolio management. The firm combines fundamental investment analysis with access to third-party sub-advisers and provides family office and concierge services alongside institutional retirement fiduciary offerings.

Jacob Murray is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Bay Colony Advisors. His prior roles include positions at Securities America, The Patriot Financial Group, LPL Financial, Valmark Securities, and Wealth Impact Partners. He is also licensed as an insurance agent, dedicating part of his time to offering insurance products and services. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, providing portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, supplemented by individual equities, fixed income, options, and alternative investments.

Silas Witherbee is a financial advisor with Bay Colony Advisors in Concord, MA, holding Series 63 and Series 65 licenses and 41 years of industry experience. His prior roles include positions at Cantella & Co Inc and Janney Montgomery Scott. He is also the owner of Witherbee Wealth Management LLC, a non-investment-related business. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, and related advisory services. The firm combines fundamental, long-term investment strategies with family-office and concierge services, alongside institutional retirement fiduciary offerings.

Ethan Freishtat is a CFP® with 26 years of industry experience and currently serves at Bay Colony Advisors. His prior work includes roles at Securities America, Inc., The Patriot Financial Group, and LPL Financial. He is a board member of Gateways, a nonprofit organization in the Boston area. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning and portfolio management. The firm combines family-office and concierge services with institutional retirement fiduciary offerings, utilizing a fundamental, long-term investment approach that incorporates model portfolios and third-party sub-advisers as appropriate.

Richard Mollin is a financial advisor at Bay Colony Advisors with 17 years of industry experience. He holds a Series 65 designation and has worked at VestGen Advisors, LLC, Sentinel Advisory Services, Inc., and Bay Colony Advisors. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, and family office services. The firm combines fundamental analysis with model portfolios and third-party sub-advisers, providing both discretionary and non-discretionary management along with estate and tax planning support.

Nicholas Grose is a financial advisor at Bay Colony Advisors with a Series 65 designation and two years of industry experience. Prior to joining Bay Colony Advisors in 2024, he worked at Patomak Global Partners and Alfta GIF, and has held roles at George Mason University and Ohio University. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning and portfolio management along with estate, tax, and family office services. The firm utilizes fundamental analysis and a long-term investment approach, combining model portfolios and third-party sub-advisers to meet client needs across a range of investment types.

Francois Ducroux is a financial advisor at Bay Colony Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bay Colony Advisory Group since 2020, following an 11-year tenure at Winslow, Evans & Crocker. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other instruments, and is noted for its comprehensive fiduciary retirement services and expanded family-office offerings.

Mitchell Glazier is a CFP® with 14 years of industry experience, currently serving as an advisor at Bay Colony Advisors since 2017. He previously operated Glazier Financial Advisors from 2014 to 2017 and has been with VestGen Advisors, LLC since 2026. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, and family office services. The firm combines a fundamental, long-term investment approach with access to third-party sub-advisers and distinguishes itself by integrating family-office and concierge services alongside institutional retirement fiduciary offerings.

Shawn Harrington is a financial advisor at Bay Colony Advisors with 21 years of industry experience. He holds a Series 66 designation and has been with Bay Colony Advisors since 2016. Outside of his advisory role, he serves as a curator for the Manchester Historical Society in Vermont. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, and family office services. The firm combines fundamental analysis with model portfolios and access to sub-advisers, providing both discretionary and non-discretionary management tailored to client needs.

Elizabeth Vallone is a financial advisor with Bay Colony Advisors in Norwell, MA, holding Series 63, 65, and 66 designations and 13 years of industry experience. She has worked with Bay Colony Advisors and Essential Asset Management, LLC since 2015 and previously spent two years at Fidelity. Vallone is also an independent insurance agent affiliated with Essential Asset Management. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, retirement plan consulting, and estate and tax planning support. The firm combines family-office and concierge services with institutional retirement fiduciary offerings and employs a long-term, fundamental investment approach supported by model portfolios and third-party sub-advisers.

Stephen Daglio is a financial advisor at Bay Colony Advisors with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bay Colony Advisors since 2015. In addition to his advisory role, he operates as an independent insurance agent. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other instruments, managing approximately $1.26 billion in client assets across about 30 advisors.

Robert Green is a financial advisor at Bay Colony Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Bay Colony Advisory Group since 2014. In addition to his advisory role, Green is a partner at Green & DiMinico, P.C., a public accounting firm specializing in accounting, tax preparation, and consulting, where he has worked since 1975. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and fiduciary services. The firm uses a fundamentally driven, long-term investment approach and offers a range of family-office and concierge services alongside its retirement-plan consulting and private-investment programs.

David Bunker is a financial advisor at Bay Colony Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including VestGen Advisors, Windsor Wealth Management, and Essex Financial Advisors. In addition to his advisory role, he serves as a trustee for multiple irrevocable trusts and is a partner in a family partnership used for estate planning purposes. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, providing financial planning, portfolio management, retirement consulting, and related advisory services. The firm combines fundamental investment analysis with access to model portfolios and third-party sub-advisers, and offers family-office and concierge services alongside institutional retirement fiduciary solutions.