William Kelly Jr. is a financial advisor at Kelly Financial Services LLC in Braintree, MA, holding a Series 65 designation with no prior industry experience. His work history includes roles in education and retail rental, alongside his current advisory position since 2018. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages portfolios mainly on a discretionary basis, utilizing equities, fixed income, mutual funds, and ETFs with long-term holdings and occasional tactical adjustments.

John Fasciano is a financial advisor with New World Advisors LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Terranova Capital Equities Inc., Contravisory Investment Management, and Morgan Stanley Private Bank. Fasciano is also licensed to sell insurance products through various companies. New World Advisors serves high-net-worth individuals, trusts, estates, and charitable organizations with discretionary investment management, financial planning, and retirement plan advisory services. The firm emphasizes a long-term, fundamental analysis-driven investment approach, using diversified, low-cost funds and customized portfolios tailored to clients’ goals and risk tolerance.

Paul Stone is a financial advisor at Genesis Wealth Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Genesis since 2012. In addition to his advisory role, he is licensed as an insurance producer in Massachusetts. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans with discretionary and non-discretionary investment management and financial planning services. The firm uses fundamental analysis and long-term portfolio construction tailored to each client’s objectives, with a distinctive focus on model portfolios and detailed performance reporting.

Jethro Kollie is a financial advisor at Fox Hill Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Beck Bode, LLC, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and Concord Wealth Management. In addition to his advisory role, Kollie is a commercial real estate advisor with Cushman & Wakefield. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm offers investment management, financial planning, retirement plan consulting, and estate planning coordination, employing a combination of passive and active strategies with both fundamental and quantitative analysis.

Ryan Zimmerman is a CFP® with 22 years of experience in the financial services industry. He is currently with MSA Financial and has previously worked at Securities America Advisors and Raymond James & Associates. Outside of his advisory role, he serves as an assistant coach for a youth basketball team and volunteers with the Boston Estate Planning Council. MSA Financial serves a diverse client base including individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, customized investment approach using fundamental and technical analysis, supported by third-party AI tools, and offers a range of services from investment management to ERISA-focused consulting.

James Scanlan is a CFP® professional with 41 years of industry experience. He is currently with Stage Harbor Financial, where he has worked since 2024. Prior to this, he was with APELLA Wealth from 2017 to 2024 and held a role at Symmetry Partners between 2017 and 2019. Stage Harbor Financial provides wealth management, investment management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a core/satellite investment philosophy combining low-cost passive exposures with active strategies and offers discretionary portfolio management alongside stand-alone financial planning and ERISA fiduciary services.

Kevin Donohue is a financial advisor at Centerpoint Advisors, LLC in Needham, MA, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Brown Brothers Harriman and State Street Bank. Centerpoint Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and other institutions by providing discretionary investment management, financial planning, and family office services. The firm emphasizes a customized approach with a focus on individual fixed-income securities and formal family office functions such as estate coordination and certified divorce financial analysis.

Mohammad Pervez is a financial advisor with Hoopoe Advisors in Boston, MA, holding a Series 66 designation and three years of industry experience. Prior to joining Hoopoe Advisors, his work background includes roles at Hoopoe Capital Markets and Hult International Business School. He is the owner of 13fexcel, an online platform for downloading financial filings. Hoopoe Advisors provides comprehensive wealth management and financial planning services primarily for individual and high-net-worth clients, as well as select charitable organizations, small businesses, and pension/retirement plan clients. The firm tailors investment strategies to client goals and risk tolerances using a diverse mix of assets and employs systematic portfolio review and tax-efficient management approaches.

Justin McNamara is a CFP® with 20 years of industry experience and has been with McNamara Financial Services, Inc. since 2010. He holds the Series 63 designation and serves as Vice President and owner of the firm. McNamara Financial Services, Inc. is a four-advisor team based in Chelmsford, MA, providing investment advisory and financial planning to individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach with strategic asset allocation and tactical adjustments, offering services that include portfolio management, financial planning, and retirement-plan consulting.

Peter Simmons is a financial advisor at Peddock Capital Advisors, LLC with 22 years of industry experience. He holds a Series 65 designation and has been with Peddock Capital Advisors since 2008. Peddock Capital Advisors is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $836 million in client assets, employing a long-term investment approach that combines fundamental and technical analysis with strategic asset allocation and tactical shifts when valuations warrant.

Mark Barry is a financial advisor at Centerpoint Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Arthur W. Wood Company, Inc. since 2015 while also being with Centerpoint Advisors since 2012. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment management alongside financial planning, family office, and consulting services. The firm employs a mix of ETFs, mutual funds, individual securities, and a dedicated fixed-income approach, integrating family-office style services and coordinating with external tax, legal, and investment professionals.

Nicholas Dutter is a financial advisor at Commons Capital, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TRUIST Investment Services, Inc., ABS Global Investments, and Natixis Global Asset Management. Commons Capital is a team-based SEC-registered investment adviser serving individuals, high-net-worth families, trusts, and estates. The firm employs a long-term investment process grounded in Modern Portfolio Theory and combines quantitative, fundamental, and technical analysis with a risk management discipline that includes position-size limits, daily monitoring, and hedging strategies.

Ashley Murray is a financial advisor at Balanced Rock Investment Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and worked previously at Valmark Securities, Inc. from 2015 to 2024. Balanced Rock Investment Advisors is a fee-only, SEC-registered firm managing approximately $193 million in discretionary assets. The firm serves individuals, families, trusts, businesses, retirement plans, and nonprofits, employing a long-term, diversified investment approach that integrates fundamental and quantitative analysis, ESG screening, and specialized advisory channels.

Paul Duval is a financial advisor at Genesis Wealth Advisors, LLC with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Duval has worked at Genesis Wealth Advisors since 2011 and also serves as president of GCA Insurance Agency, Inc., where he is involved in insurance-related activities. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, providing investment management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on fundamental analysis and long-term portfolio construction tailored to client objectives, with an emphasis on model portfolios and comprehensive performance reporting.

Robert Roy is a financial advisor at MSA Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Equity Services, Inc., Securities America, LLC, and Osaic Wealth, Inc. MSA Financial provides investment advisory, financial planning, and retirement-plan services to individuals, trusts, estates, business entities, and financial institutions. The firm uses a strategic asset-allocation framework combined with fundamental and technical analysis to construct customized portfolios.

Adam Grossman is a CFA® charterholder with 12 years of industry experience. He has worked at Mayport Wealth Management since 2017 and previously spent seven years at Middleton & Company, Inc. He holds a Series 65 license and is based in Newton, MA. Mayport Wealth Management serves individuals, high net worth clients, corporations, trusts, and estates by combining comprehensive financial planning with discretionary investment management. The firm’s approach focuses on low-cost, broadly diversified mutual funds and ETFs, emphasizing simplicity and intrinsic value with a long-term, goals-based planning process.

Gregory Murray is a financial advisor at Kelly Financial Services LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kelly Financial Services since 2010. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages approximately $623.6 million in assets across about 1,401 client households, employing a disciplined investment approach that emphasizes income and capital growth with capital preservation.

Rose Thompson is a financial advisor at Commons Capital, LLC with 44 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Leigh Baldwin & Co., LLC and Mutual Securities, Inc. She has been with Commons Capital Advisors, LLC since 2012. Commons Capital is a team-based, SEC-registered investment adviser serving individuals, high-net-worth families, trusts, and estates. The firm manages approximately $307 million in assets and employs a long-term investment approach grounded in Modern Portfolio Theory, combining quantitative, fundamental, and technical analysis with a structured risk management process.

Sara Daly is a financial advisor at Beck Bode LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Fairfield University, Dedham Country and Polo Club, and Westwood High School. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies to tailor investments according to client goals and risk tolerance.

Mark Mcauley is a CFP® with 14 years of experience in the financial services industry. He has been with Great Oak Capital Partners, LLC since 2019 and also serves as president of Great Oak Tax Planning, Inc., a tax preparation firm. Great Oak Capital Partners serves individuals, high-net-worth clients, trusts, estates, and retirement plans with wealth management, portfolio management, financial planning, and retirement-plan advisory services. The firm employs an evidence-based investment approach emphasizing low costs, diversification, and factor integration, and provides coordinated tax, accounting, and investment advice through its affiliated tax practice.