David Kopack is a financial advisor with Boston Investment Trust Management, Inc. in Bridgewater, MA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Boston Investment Trust Management since 2006. Boston Investment Trust Management provides discretionary portfolio management, written financial planning, and consulting services to individuals, including high-net-worth clients, and business clients. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to develop individualized investment policies and manages a diverse range of securities, including oil and gas partnership interests, serving both U.S. and notable non-U.S. clients.

Francis Decker Jr. is the principal of Decker Capital Management, LLC in Duxbury, MA, with nine years of industry experience. He holds Series 63 and Series 66 registrations and has been involved with Andes Capital Group, LLC since 2017 and Real Estate Fiduciary Services, LLC from 2007 to 2018. Outside of his advisory work, Decker serves as treasurer of the Waterbend Condominium Owners Association and manages DuPage County Properties, LLC, an investment vehicle owned by three pension funds. Decker Capital Management provides investment management and consulting primarily to institutional and pooled-vehicle clients, focusing on public and private real assets such as real estate, farmland, and timber. The firm employs an analytical, tailored approach that includes cash-flow modeling, capital-structure analysis, risk identification, and active management with periodic reviews and reporting.

Henry Frattaroli is a financial advisor with Wealth Management Planning in Duxbury, MA, holding a Series 65 designation and bringing nine years of industry experience. He previously worked at Brookstone Capital Management from 2016 to the present and was self-employed from 1985 to 2016. Outside of advisory services, he is involved in real estate and insurance sales. Wealth Management Planning provides personalized asset management and financial planning for individuals and entities such as pension and profit-sharing plans, trusts, estates, corporations, and business owners. The firm combines investment management with an affiliated insurance brokerage and employs both fundamental and statistical analysis, including the use of derivatives, to implement client portfolios.

Kimberly Quinn is a CFP® with 32 years of experience in the financial services industry. She is the principal of KSQ Financial Services LLC, an independent firm she founded in 2024. Prior to establishing KSQ, she held roles at Catalyst Investment Management LLC and LPL Financial, among others. KSQ Financial Services LLC provides discretionary and non-discretionary asset management, financial planning, and consultation services to individual and high-net-worth clients. The firm builds portfolios based on clients’ goals, time horizons, and risk tolerances, using both fundamental and technical analysis, and offers customized financial plans along with quarterly account reviews for rebalancing and tax-loss harvesting.

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.

Peter Kadra is the sole advisor at Trilogy Advisors, an independent firm based in Plymouth, MA. He holds Series 63 and Series 65 designations and has seven years of industry experience. Prior to founding Trilogy Advisors in 2022, he worked at Dixon Associates, Inc. and has been Vice President at Fiserv Solutions, Inc. since 2001. Trilogy Advisors provides investment advisory services to individual clients, including high-net-worth individuals, and retirement plans. The firm focuses on customized portfolio construction using low-cost mutual funds and ETFs, with an emphasis on fundamental analysis and a primarily non-discretionary management approach. It is notable for its retirement plan consulting services, including vendor analysis, participant education, and ERISA 3(21) investment oversight.

John Tympanick is a Series 65-licensed financial advisor with 27 years of industry experience. He is the principal of Global Vision Financial Services, an independent firm he has led since 2019. Prior to this, he worked for Hospitality Mutual Insurance Company for 12 years and has been involved with JWT Investment & Tax Consultants for over 28 years. He serves as a hearing officer for the Massachusetts Board of Bar Overseers and is a member of the investment committee for the Massachusetts Medical Malpractice Reinsurance Plan. Global Vision Financial Services provides investment management and financial planning based on modern portfolio theory, alongside accounting, tax, and business consulting services. The firm serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, implementing diversified portfolios with low-cost ETFs, tax-loss harvesting, and regular portfolio monitoring.

James Morris is a CFP®-designated financial advisor with 46 years of industry experience. He is the principal at FMA Wealth Management, LLC, where he has worked since 2021. Prior to that, he held positions at FSA Wealth Management, Financial Management Associates, and CommonWealth Financial Network. Outside of his advisory work, he manages a tax planning service through J.M. Morris & Associates during tax season. FMA Wealth Management provides customized wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm uses Modern Portfolio Theory combined with fundamental, technical, and cyclical analysis to build portfolios primarily consisting of mutual funds and ETFs, managing accounts on a discretionary, tax-aware basis.

Robert Pineau is a CFA® charterholder with seven years of experience in the financial advisory industry. He has worked at several firms including New World Advisors, Pathstone, and O'Brien Wealth Partners before joining Loft Line Partners. Pineau is currently affiliated with Tyler Street Capital in Plymouth, MA. Tyler Street Capital provides discretionary and non-discretionary investment advisory services primarily to institutional and pooled-vehicle clients, along with standalone financial planning and consulting on an hourly or fixed-fee basis. The firm employs a diverse investment approach including equities, fixed income, mutual funds, ETFs, independent managers, and private investment funds, and also offers unique features such as treating cash as an asset class and incorporating cryptocurrency exposure when aligned with client goals.

Harold Tincher is a financial advisor with Wharton Financial Group, holding a Series 63 designation and over 32 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and Cambridge Investment Research, Inc. since 2010, while maintaining a long tenure at Wharton Financial Group since 1995. Outside of advisory work, he is also an independent insurance agent and a licensed notary. Wharton Financial Group provides estate-planning and advisory services to retired or soon-to-be-retired individuals, corporations, and pension plan sponsors. The firm focuses on estate plan design and client relationships with third-party investment managers, offering asset-allocation guidance, client education, and periodic account reviews rather than discretionary portfolio management.

Laurence Pike is a CFA® charterholder with 11 years of industry experience and has served as the sole advisor at Client Priority Financial Advisors LLC since 2014. He holds the Series 63 license and operates his practice from Plymouth, MA. Client Priority Financial Advisors LLC provides financial planning and investment advice to individuals, families, and nonprofit/charitable organizations. The firm employs a low-cost, buy-and-hold investment approach focused on index funds and ETFs, complemented by comprehensive financial planning tailored to clients’ goals and risk tolerance.

Matthew Gallagher is a financial advisor at Odinic Advisors LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Gallagher Brokerage and Waddell & Reed. In addition to his advisory role, Gallagher is a licensed attorney and provides tax planning and consulting services during tax season. Odinic Advisors is a small independent registered investment adviser primarily serving individual clients, including high-net-worth individuals, charitable organizations, and business entities. The firm offers customized financial planning and portfolio management using a combination of fundamental and technical analysis across various asset classes.

Alfred Cavacco is a financial advisor with New England Financial Group in Plymouth, MA, holding a Series 63 designation and bringing 32 years of industry experience. He has been associated with New England Financial Group since 1992 and also maintains ongoing roles with Delta Equity Services Corporation and Provident Mutual Life Insurance Company. New England Financial Group provides investment advisory services primarily to individual and high-net-worth clients through tailored portfolio management focused on long-term trading and cyclical analysis. The firm offers seasonal tax return preparation for clients and does not participate in wrap fee programs or accept outside compensation for investment product sales.

Timothy Walt is a financial advisor at CVW Financial, LLC in Plymouth, MA, holding a Series 65 designation with three years of industry experience. Prior to entering financial advising, he worked for Plymouth Public Schools for eleven years and has been engaged in CFP coursework while managing new parent responsibilities. CVW Financial serves primarily working- and middle-class individuals and households, offering financial planning and discretionary portfolio management alongside business consulting and subscription services. The firm emphasizes long-term, buy-and-hold investment strategies with passive/index exposure and asset allocation, operating as a fiduciary with a small, single-advisor structure that includes services such as a client newsletter and business consulting.

Jim Gibbons is a financial advisor at High Pines Wealth Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Strategic Advisers, Inc. and Fidelity Brokerage Services, Inc. He also spends time involved in non-variable insurance activities unrelated to investment management. High Pines Wealth Management offers comprehensive wealth management and financial planning services to individuals, trusts, estates, businesses, foundations, and endowments. The firm employs a long-term investment approach using a mix of mutual funds, ETFs, individual stocks, and bonds, managing approximately $159 million in client assets.

Paula Harris is a Series 65–licensed advisor with 17 years of industry experience. She has been with WH Cornerstone Investments LLC since 2003. Outside of her advisory role, she owns Rise Up Success Training, a company that provides seminars, workshops, and retreats focused on success and empowerment. WH Cornerstone Investments serves individuals, including high net worth clients, and related accounts such as trusts and retirement plans, offering financial planning, consulting, and investment management services. The firm manages approximately $181 million in assets and uses a holistic planning process combined with fundamental, technical, and cyclical analysis to tailor asset allocations and investment advice.

If you spend any time with Brandon, you will likely hear him say, “I believe that God put me on this earth to serve business owners & entrepreneurs.” Operating under a conviction that small businesses drive our economy, he brings passion and dedication to helping people be the best version of themselves and to run their businesses at the highest possible level. Of course, he will define the term entrepreneur a little more broadly than most – choosing to include those who have employers but have the mindset of the entrepreneur (a.k.a “intrapreneur”). His experience at Deloitte as well as his time starting, managing, and selling a business in the energy sector before joining the financial services industry, makes Brandon an insider to this community and uniquely positions him to provide insight and expertise to business owners. Acknowledging that not everyone will own a business, Brandon encourages people to take ownership of whatever role they are in to create opportunities for their careers, their finances, and ultimately, their families. Brandon believes that everyone has the capacity to live a life of significance and meaning. With Brandon, family always comes first. His most important roles are as a husband to his wife, Kelly, and as a father to Jake (age 15), Anna (age 12) and Luke (age 8). Brandon, a resident of Duxbury, MA, can often be found volunteering on the baseball field or the soccer field. Brandon is very active in his congregation at New Hope Chapel (Norwell), is an avid golfer, and is a fan of the University of Georgia Bulldogs. Keep an eye out for the UGA flag flying prominently at Duxbury Beach.

Cody Wright is a financial advisor at WH Cornerstone Investments Inc. with a Series 65 designation and one year of industry experience. Prior to joining WH Cornerstone, he worked at Mass General Brigham and Massachusetts General Hospital, as well as Eye Health Services. WH Cornerstone Investments serves individuals, including high net worth clients, and related accounts by providing financial planning, consulting, and investment and wealth management services. The firm manages approximately $181 million in client assets and employs a holistic planning process combined with fundamental, technical, and cyclical analysis to tailor investment strategies.

John Zaro is a financial advisor at Granite Wealth Management LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at International Assets Investment Advisory, International Assets Advisory, LLC, Robert Half International, and served twelve years in the United States Marine Corps. Granite Wealth Management is a small, state-registered advisory firm that serves individual clients and small businesses with discretionary portfolio management, financial planning, and consulting services. The firm combines individual account management with third-party model strategies and tailors portfolios to clients’ goals and risk tolerances.

Sean Condon is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Condon Wealth Management, Inc. in Plymouth, MA. He has worked at Purshe Kaplan Sterling Investments since 2009 and has been with Condon Wealth Management since 2008. Condon Wealth Management provides advisory services to individuals, trusts, and corporations, offering both discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm develops client-specific Investment Policy Statements, implements asset allocation using proprietary and third-party strategies, and conducts regular account and manager reviews.