Mark Gatti is a CFP®-certified financial advisor with over 43 years of industry experience. He is currently with Novem Group and has previously worked at firms including Osaic Wealth, Inc., American Portfolios Advisors, Inc., and H.D. Vest Investment Securities, Inc. In addition to his advisory role, he owns and operates Topsfield Financial Group, a tax preparation business. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis and offers a range of portfolio management arrangements tailored to client goals and risk tolerance.

Cynthia Deal is a CFP® with 10 years of industry experience, currently serving at Novem Group since 2014. She has worked with Topsfield Financial Group since 2006 and was affiliated with American Portfolios Financial Services Inc. from 2006 to 2024. Outside of her advisory roles, she volunteers and serves on the board of Generous Gardners, a nonprofit organization. Novem Group offers discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm uses a combination of fundamental, cyclical, and technical analysis with individualized Investment Policy Statements to guide portfolio construction.

Gavin Ugone is a financial advisor with Novem Group in Topsfield, MA, holding a Series 65 credential and five years of industry experience. His prior experience includes roles at American Portfolios Financial Services, Inc. and American Renal Associates. He is also involved as an employee with Topsfield Financial Group. Novem Group provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a range of investment strategies and offers discretionary management with regular account monitoring.