Earle Johnson is a financial advisor at Boselah Investments with 11 years of industry experience. He holds a Series 65 designation and has led Boselah Investments since 2014. His background includes public accounting and commercial banking. Boselah Investments provides discretionary investment management and tailored portfolio services for individuals, high-net-worth investors, businesses, and trusts. The firm employs a range of instruments and strategies, including fundamental, technical, and cyclical analysis, and conducts active trading primarily through Interactive Brokers’ platform.

Abel Pizarro Jr. is a financial advisor at Pizarro Advisors with Series 65 and Series 63 credentials and two years of industry experience. His prior roles include work at New Leaf, PFS Investments Inc., and Primerica Financial Services. Pizarro Advisors is a state-registered investment adviser offering financial planning, business consulting, and wealth management services to individuals, companies, and other advisers. The firm focuses on strategic asset allocation informed by fundamental and macroeconomic analysis, tailoring portfolios to client objectives, risk tolerance, and tax considerations.

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.

Michael Pierre is the sole advisor at Pierre & Company LLC, an independent firm based in Marion, Massachusetts. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including seven years at Anchor Capital Advisors LLC prior to founding his current firm. Pierre & Company LLC provides separately managed portfolio services primarily to individual clients, with a subset of institutional accounts. The firm employs a long-only, low-turnover investment approach that combines broad index exposure with fundamental stock selection across all market capitalizations, and it also offers treasury-management advisory services.

Robert Sullivan is a financial advisor at Yankee Investor, LLC in New Bedford, MA, holding Series 63 and Series 65 designations with 20 years of industry experience. He previously worked at Ballow & Hutchinson Realty Group from 2015 to 2017 before joining Yankee Investor in 2017. Yankee Investor serves individuals, high-net-worth individuals, trusts, and estates primarily in Massachusetts, offering discretionary investment management alongside financial planning and consulting. The firm employs a long-term, fundamental analysis approach using low-cost mutual funds and ETFs, with personalized portfolio strategies and ongoing client communication.

Christopher Resendes is a financial advisor at Clarity Retirement & Wealth, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company for a combined seven years. Prior to his financial services career, he was employed by the Massachusetts Trial Court for 18 years. Clarity Retirement & Wealth, LLC provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-high-net-worth clients without a firmwide asset minimum. The firm uses tailored asset allocation through proprietary and third-party model portfolios, delegating trading and execution while retaining supervision and client servicing.

Casey Fitchett is a CFP® and Series 65-licensed financial advisor at Pine Haven Investment Counsel, Inc. with three years of industry experience. Prior to joining Pine Haven in 2022, Casey held positions at Cornell SC Johnson College of Business and several other firms. Pine Haven Investment Counsel, Inc. provides discretionary investment management and integrated financial planning services primarily to high-net-worth individuals, families, charitable institutions, and small-business retirement plans. The firm uses a long-term, total-return investment approach and manages approximately $193 million for about 84 client relationships through a small, two-advisor team.

Andrew Sylvia is a financial advisor at CCM Investment Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Securian Financial Services and Pioneer Financial Group. Outside of his advisory role, Sylvia is employed as an emergency medical technician and campus security officer. CCM Investment Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm emphasizes strategic asset allocation using academic models and a primarily passive investment approach, supplemented by third-party managers and quantitative tactical management.

Paige Roth is a CFA® charterholder and holds a Series 65 license with 24 years of industry experience. She has been with Pine Haven Investment Counsel, Inc. since 1999. Roth serves on the investment committees of multiple nonprofit organizations, including the Anna B Stearns Foundation and Red Acre Farm Foundation, and holds leadership roles in local community and election committees. Pine Haven Investment Counsel provides discretionary investment management and integrated financial planning primarily to high-net-worth individuals, families, charitable institutions, and small-business retirement plans. The firm employs a long-term, total-return approach, building diversified portfolios through fundamental analysis and discretionary authority.

John Williams III is a CFP® with 15 years of industry experience. He is a managing member and chief compliance officer at Clarity Retirement & Wealth, LLC and has held roles at firms including Purshe Kaplan Sterling Investments and Mass Mutual. Outside of finance, he is involved in buying and selling comic books online as a collector. Clarity Retirement & Wealth, LLC provides discretionary portfolio management and financial planning to a range of clients, including individuals, trusts, and charitable organizations, without a firmwide asset minimum. The firm uses a combination of proprietary and third-party model portfolios and delegates trading and execution to sub-advisers while maintaining supervision and client servicing.

Chad Mello is a CFA® charterholder with 17 years of industry experience. He is a principal at CCM Investment Management, LLC and has worked at Integrated Insurance Services, Inc. since 2019 and at SII Investments, Inc. from 2008 to 2018. Mello is also the owner of an insurance brokerage that receives trail commissions from prior sales but does not engage in new policy sales. CCM Investment Management, LLC provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs strategic asset allocation with a focus on passive ETFs, third-party model portfolios, and quantitative tactical management within a broad investable universe that includes fixed income, real estate funds, annuities, and non-U.S. securities.

Robert Bancroft is a financial advisor at Innovation Partners LLC with six years of industry experience. He holds the Series 66 designation and has worked at Innovation Partners since 2019. Bancroft is also a stockholder and director at Mount Pleasant Realty Group, a non-investment related business. Innovation Partners LLC provides investment advisory, actuarial and benefits consulting, insurance consulting, and related financial and management consulting services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and government entities. The firm offers customized investment strategies through discretionary managed accounts and third-party model portfolios, supported by a large representative base and a combination of advisory, broker-dealer, and insurance services.

Stefano Lanci is a financial advisor at Guided Wealth, LLC, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Eagle Strategies (NY Life) and NYLIFE Securities LLC. Guided Wealth, LLC provides wealth management and discretionary investment management to individuals, high-net-worth clients, trusts, estates, and businesses, using a primarily long-term, goal-aligned investment approach with portfolios built from low-cost mutual funds, ETFs, and occasionally individual securities or alternative investments.

Blake Barbosa is a financial advisor at Guided Wealth, LLC with 12 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Guided Wealth in 2026, he spent over a decade with Eagle Strategies (NY Life) and NYLIFE Securities LLC. He is also the owner of an insurance agency, Guided Risk Solutions, LLC. Guided Wealth provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term, goal-aligned investment approach using fundamental analysis and builds portfolios with low-cost mutual funds, ETFs, and other securities tailored to each client’s objectives.

Kimberly Swift is a financial advisor at Baldwin Wealth Partners, LLC with prior experience at Mercer from 2016 to 2025. She holds Series 65 and Series 63 licenses and has been with Baldwin Wealth Partners since 2025. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and pension plans. The firm employs a top-down macro framework combined with bottom-up fundamental research and a manager-of-managers approach, incorporating ESG factors and offering both discretionary and non-discretionary portfolio management.

Elizabeth Garvey is a CFP® and holds a Series 65 license, with 20 years of experience in the financial advisory industry. She has been with Barry Investment Advisors, LLC since 2014. Barry Investment Advisors manages approximately $712.6 million for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts, providing wealth management, comprehensive financial planning, and portfolio management services. The firm employs a Balanced Global Value investment approach that integrates equities, fixed income, and cash, using value-oriented equity selection based on extensive global data and traditional metrics, with asset allocation tailored to client risk profiles.

Lynne Nahigyan is a CFP® with 28 years of industry experience, currently serving at Northstar Financial Companies, Inc. She has worked at Seamark Financial Services, Inc. since 1997. Northstar serves individual and high-net-worth clients, trusts, and closely held businesses, providing comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment philosophy using mutual funds, equities, fixed income, and option strategies tailored to client objectives and risk tolerances.

Connor Russ is a CFP® and Series 66-registered financial advisor with Bristol Wealth Group, bringing four years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and Bristol County Savings Bank. Outside of finance, he referees youth and high school football games as a football official with the Southeastern MA Football Officials Association. Bristol Wealth Group is a six-advisor team managing nearly $1 billion in discretionary assets, serving individuals, trusts, pension plans, and charitable organizations. The firm provides comprehensive financial planning and portfolio management using fundamental analysis with portfolios tailored to client objectives and risk tolerance.

Dean Larabee is a financial advisor with Bristol Wealth Group in Taunton, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior experience includes roles at Raymond James Financial Services Advisors, Inc. and Ricciardi Financial Group. He serves as chairperson of the Berkley Public Library Building Committee, a nonprofit organization. Bristol Wealth Group provides financial planning and discretionary wealth and portfolio management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $876 million in discretionary client assets and builds portfolios using fundamental analysis tailored to individual investment policies.

Katherine Kuntz is a CFA® charterholder with two years of industry experience, currently advising at Baldwin Wealth Partners, LLC. Prior to joining Baldwin Wealth Partners, she worked at Spiritless, Inc. and Apellis, Inc. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, and institutional investors. The firm’s investment approach integrates macroeconomic analysis with fundamental research and emphasizes ESG factors across multiple asset classes.