Michael Hildreth is a financial advisor at Moors & Cabot, Inc. in Boston, MA, with 30 years of industry experience. He has worked at Moors & Cabot since 2005 and previously held positions at Finacorp Securities and Credit Union Brokerage Services. Hildreth holds Series 63 and Series 65 licenses and serves as a FINRA arbitrator. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advisory services using diverse analytical approaches and collaborates with third-party sub-advisors and wrap programs.

Edward Dover III is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior work includes roles at SunTrust Advisory Services, Truist Investment Services, and Legg Mason Wood Walker, Incorporated. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and various advisory services using a range of analysis methods and common investment strategies.

Travis Koch is a financial advisor at Moors & Cabot, Inc. with 21 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked with BMO Harris Financial Advisors, Inc. and M&I Financial Advisors among others. Travis serves as a volunteer board member for the University of Minnesota Alumni Association Southwest Florida Chapter. Moors & Cabot, Inc. serves retail and high-net-worth individuals as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advice-only services using a range of analytical methods and common investment strategies.

Daniel Krueger is a financial advisor with Moors & Cabot, Inc. in Keokuk, Iowa, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at B.B. Graham & Co. since 2014 and has operated Krueger Brokerage Inc. since 1992. Outside of his advisory work, he serves on the Finance Committee of the First Christian Church in Keokuk. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, consulting, and advice-only services, employing a range of analytical approaches and investment strategies.

Ian Amberson is a CFP® and CFA® with eight years of experience in the financial industry. He currently works at Moors & Cabot, Inc. and previously held roles at Schwab Wealth Advisory Inc, Charles Schwab & Co Inc, and Van Eck Associates Corporation. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advisory services, utilizing a variety of investment analysis methods and strategies supported by third-party and affiliated sub-advisors.

Ty Vinick is a financial advisor at Moors & Cabot, Inc. based in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Moors & Cabot, he worked at Autogen, AGN Dental, and Scribe America among other roles. Moors & Cabot serves retail and high-net-worth individuals as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting services, employing a variety of analytical approaches and investment strategies.

Marilyn Hayes is a financial advisor at Moors & Cabot, Inc. with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill and Bank of America. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advice-only services using a variety of analytical approaches and investment strategies.

Jeffrey Bieling is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63, Series 65, and Series 66 registrations and with 32 years of industry experience. He has been with Moors & Cabot since 2009 and previously worked at Merrill from 2004 to 2009. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations with portfolio management, financial planning, and consulting services, utilizing a range of analytical methods and strategies delivered through various discretionary and non-discretionary advisory options.

Callum Maclean is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Moors & Cabot since 2017 and previously spent 13 years at Janney Montgomery Scott. Outside of his advisory role, Maclean serves as treasurer for the Walpole Area Visiting Nurses Association and is a Co-Director of the Newsboys Reading Room Association. He also participates as an emergency outdoor care responder on the Waterville Valley Resort Ski Patrol. Moors & Cabot serves retail and high-net-worth individuals as well as institutions, providing portfolio management, financial planning, and consulting services through a variety of investment approaches and strategies. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, offering advisory services alongside commissionable brokerage and insurance products.

Nelson Zompetti is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding a Series 66 credential and six years of industry experience. His career includes prior roles at Bank of America, Merrill, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory work, he volunteers as the head coach for an 8th-grade boys basketball team with Marlboro Youth Basketball. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and various advisory services using multiple analysis methods and common investment strategies.

Julie Carpenter is a financial advisor with Moors & Cabot, Inc. in Jackson, MS, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. Her previous roles include 17 years at Coker & Palmer, Inc. and two years at Citigroup Global Markets. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advisory services using a variety of analytical methods and investment strategies.

Thomas Childs is a CFP® professional with 13 years of industry experience, currently serving at Moors & Cabot, Inc. He has held roles at Cetera Financial Specialists LLC and Securities America Advisors, Inc., and has operated his own firm, Childs Financial Services, since 2014. Outside of his advisory work, he serves on the board of directors for Charlestown Youth Hockey and volunteers pro bono financial advice to cancer patients through Dana Farber. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advice-only services utilizing a range of analysis methods and works with third-party and affiliated sub-advisors.

Darin Orth is a financial advisor at Moors & Cabot, Inc. with five years of industry experience. His prior work includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Co. before joining Moors & Cabot in 2023. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, third-party referrals, and advice-only services, utilizing a range of analysis methods and investment strategies.

Paul Fowler Jr. is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. His career includes roles at Wells Fargo Clearing, UBS Financial Services, and Morgan Stanley. Outside of his advisory work, he is involved in the care and feeding of racehorses as a personal interest. Moors & Cabot serves retail and high-net-worth individuals as well as corporations, trusts, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm utilizes a variety of analytical methods and strategies and accesses both third-party and affiliated sub-advisors to manage client assets.

Erik O'Keefe is a financial advisor at Moors & Cabot, Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Inc. and Equitable Advisors. In addition to his advisory work, Erik owns a consulting business and serves in fiduciary roles such as trustee and personal representative. Moors & Cabot serves retail and high-net-worth individuals as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advice-only services, utilizing a range of analytical methods and common investment strategies.

David Dettloff is a financial advisor with Moors & Cabot, Inc. in Naples, FL, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior roles include positions at Robert Baird & Co., Morgan Keegan & Company, LLC, Morgan Stanley Dw Inc., and UBS Financial Services. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting using a range of analytical methods and strategies, and provides advisory services on both a discretionary and non-discretionary basis.

Courtney Bridge is a financial advisor at Moors & Cabot, Inc. with seven years of industry experience. She holds Series 66 and Series 63 credentials and has worked at Moors & Cabot since 2018. Prior to that, she was employed in the healthcare sector. Outside of her advisory role, she is co-owner of a boutique clothing store and serves as a board member of the Bluecoats of Barnstable. Moors & Cabot serves retail and high-net-worth individuals, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and consulting services using a variety of analytical methods and investment strategies, and operates with multiple registrations and affiliations that allow for a broad range of services.

David Horonzy is a financial advisor at Moors & Cabot, Inc. with 32 years of industry experience. Prior to joining Moors & Cabot in 2024, he worked at Janney Montgomery Scott for 18 years, Raymond James Financial Services for 4 years, and UBS Financial Services for 4 years. He holds a Series 63 designation. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting through a variety of discretionary and non-discretionary services, employing multiple investment analysis methods and working with third-party sub-advisors.

Peter Scott is a financial advisor at Moors & Cabot, Inc. based in Boston, MA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First Southwest Company since 2008. Outside of his advisory role, he is involved in DAS Investments, LLC, an investment organization formed with family members to invest in startup companies. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, consulting, and advice-only services, utilizing a range of analytical methods and common investment strategies, while also operating as both a registered investment adviser and broker-dealer.

Loreli Ghee is a financial advisor at Moors & Cabot, Inc. with 33 years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior experience includes roles at Coker & Palmer, Morgan Stanley, and Citigroup Global Markets. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting services using a variety of analysis methods and investment strategies.