Maclean Barach is a CFP® and Series 65-licensed advisor with eight years of industry experience. He has worked at Stage Harbor Financial since 2018 and previously was with Weston Securities Corporation for two years. 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 uses a personalized asset allocation approach combining low-cost passive investments with active satellite strategies and offers discretionary portfolio management alongside stand-alone financial planning and ERISA fiduciary services.

Robert Fogarty is a financial advisor at Compass Capital Corporation with 31 years of industry experience. He holds a Series 63 designation and has worked at Compass Securities Corporation since 1993 and operates Bristol Financial Services as a sole proprietor. Compass Capital Corporation provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an investment process focused on asset allocation and efficient-frontier portfolio optimization, typically using ETFs, mutual funds, individual equities, fixed income, and cash equivalents.

Donald Sowa is a CFP® with 38 years of industry experience and has been with Sowa Financial Group since 2000. He also maintains a long-standing association with Commonwealth Equity Services, Inc. Outside of his advisory role, he reads commercials on a radio program. Sowa Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $517 million for about 572 clients, offering primarily discretionary portfolio management tailored to various client objectives and risk tolerances.

Nathan Beauvais is a CFP® professional with 11 years of experience, currently serving at Sowa Financial Group since 2014. He holds a Series 66 license and has been associated with CommonWealth Financial Network over the same period. Outside of his advisory role, Beauvais is active as a freelance musician, performing and teaching music in the Rhode Island area. Sowa Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $517 million for around 572 clients, offering discretionary portfolio management, standalone financial planning, and retirement plan consulting with access to Commonwealth’s PPS Select program.

Devin Russ is a financial advisor at Bristol Wealth Group in Taunton, MA, holding Series 63 and Series 65 licenses. He has been with Bristol Wealth Group since 2025 and has prior experience at Fidelity Investments and in various educational and public sector roles. Outside of his advisory work, Devin serves as a football official for youth and high school games with the Southern Massachusetts Football Officials Association. Bristol Wealth Group provides financial planning and discretionary wealth management for individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm manages portfolios using fundamental analysis and tailored investment policies, offering fiduciary services and written financial plans.

Joanna Martinez is a Series 65 licensed financial advisor at Rise North Capital Investment Advisors with two years of industry experience. She has worked at Foundations Investment Advisors and Rise North Capital, and she is also an affiliated insurance agent with National Life Group. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, employing a co-advisor model for trade execution and offering public educational workshops on financial topics.

Joshua Plosker is a financial advisor at Beck Bode LLC with a Series 65 credential and four years of industry experience. He previously founded and serves as CEO of multiple gym facilities in the Boston area, including Sports Performance Investment Group, Herbfit, LLC, Petefit, LLC, and Ciara Fitness, LLC. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm employs fundamental analysis and proprietary Growth and Income Growth strategies, tailoring portfolios to client goals and risk tolerance while coordinating a broad range of non-investment services.

David Beckwith is a CFA® charterholder with 15 years of industry experience. He is currently with Thayer Partners LLC, where he has worked since 2022, following a 16-year tenure at Rinet Company, LLC. Thayer Partners LLC provides customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, and other investment advisers. The firm manages approximately $401 million in assets and uses a long-term, fundamental analysis approach to build diversified portfolios primarily with low-cost mutual funds and ETFs.

Reid Hansen is a financial advisor with NCU Investment Solutions, holding CFP® and ChFC® designations along with Series 63, 65, and 66 licenses. He has 25 years of industry experience and has previously worked at firms including LPL Financial, CUNA Mutual Group, and Citizens Securities, Inc. NCU Investment Solutions provides investment advisory and planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios based on fundamental analysis and long-term strategies, managing accounts both discretionary and non-discretionary, and incorporates unaffiliated sub-advisors when appropriate.

Thomas Mullen is a CFP® with 23 years of industry experience, currently serving at Breakwater Capital Group since 2023. He previously worked at Fidelity Brokerage Services LLC from 2015 to 2023. Breakwater Capital Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis to build diversified portfolios and employs a range of strategies including options writing and margin transactions, tailoring allocations to clients’ objectives and risk tolerance.

Michael Thomas is a Series 65-licensed advisor with MG Financial LLC in Braintree, MA, where he has worked since 2016. He is part of a three-advisor team at the firm. MG Financial serves high-net-worth individuals, families, trusts, and foundations with a liquid net worth of $10 million or more. The firm provides comprehensive advisory services focused on long-term, tailored strategies, emphasizing manager selection and oversight, and it sponsors a multi-series private fund of funds called MGF Partners.

Andrew Martone is a financial advisor at Beck Bode LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Beck Bode Wealth Management since 2016. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm employs fundamental analysis and proprietary Growth and Income Growth strategies, including a focus on dividend-paying equities, and offers tailored asset allocations based on client goals and risk tolerance.

Katelyn Mahon is a CFP® with 12 years of industry experience, currently serving as an advisor at Peddock Capital Advisors, LLC since 2016. She holds Series 63 and Series 65 licenses and works within a team of five advisors based in Braintree, MA. Peddock Capital Advisors is a registered investment adviser managing approximately $836 million in client assets across various client types, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a long-term investment approach utilizing both fundamental and technical analysis, strategic asset allocation, and tactical shifts when appropriate, while also offering affiliated tax and accounting services and family-office bill-pay and trustee services.

Jacob Graff is a ChFC® credentialed advisor with three years of industry experience, currently with Rise North Capital Investment Advisors. He has worked at Foundations Investment Advisors, LLC and ProIncome, and has been involved with Rise North Capital since 2020. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, while also acting as a 3(21) fiduciary for retirement plans. The firm uses a co-advisor model that retains discretionary authority and delivers customized portfolio proposals, ongoing reviews, and educational workshops.

Tyler Chaisson is a financial advisor with Compass Capital Corporation, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He has been with Compass Securities Corporation and Compass Capital Corporation since 2018. In addition to his advisory role, he is the Managing Member and Principal Lawyer at Compass Legal Services, LLC, a law firm specializing in estate planning and business organization. Compass Capital Corporation provides portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on asset allocation and efficient-frontier portfolio optimization, using a range of investment vehicles and occasionally delegating to sub-advisors, while operating as a fee-only investment manager.

John Noonan is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Great Oak Capital Partners, LLC since 2015. He holds Series 63 and Series 65 licenses and operates out of South Easton, MA. 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 focusing on low costs, diversification, rebalancing, and factor integration, using primarily institutional mutual funds and ETFs.

Charles Gable is a financial advisor at Kelly Financial Services LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co., Wells Fargo Clearing Services LLC, Webster Investments, and LPL Financial. 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, using a blend of individual equities, fixed income, mutual funds, ETFs, and third-party sub-advisors with an emphasis on capital preservation and income generation.

James Walsh is a financial advisor with Byrne Financial Freedom, LLC, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Byrne Financial Freedom and LPL Financial LLC since 2007. Byrne Financial provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a primarily long-term, fundamental analysis approach using low-cost mutual funds, ETFs, and individual securities when appropriate, along with ongoing portfolio monitoring, rebalancing, and tax management.

Timothy Shanahan is a financial advisor with Compass Capital Corporation in Braintree, MA, holding a Series 63 designation and 46 years of industry experience. His career includes roles at MarketsFlow Inc. and Compass Securities Corporation, with over four decades at Compass Capital Corp. Outside of his advisory work, he manages a personal real estate trust as a trustee. Compass Capital Corporation provides portfolio management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm employs an investment approach centered on asset allocation and efficient-frontier portfolio optimization, utilizing a range of securities and occasionally delegating styles to sub-advisors.

Ryan Bouchey is a CFP® professional with four years of industry experience. He is currently affiliated with Bouchey Financial Group, Ltd., where he has worked since 2012, including a period from 2012 to 2021 and again from 2022 to the present. He also consults for New Age Wealth Advisors, advising on asset allocation and operational matters. Bouchey Financial Group, Ltd. serves individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations. The firm provides wealth management, investment management, discretionary portfolio management, and retirement plan advisory services, utilizing a primarily long-term investment approach complemented by tactical adjustments and oversight of independent managers.