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.

Lawrence Pereira is a financial advisor with Capital Markets IQ, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has held roles at multiple firms, including Blueprint Capital Markets and Seagate Global Wealth Management, and has been with Capital Markets IQ since 2016. Pereira also owns King Harbor Wealth Management, a consulting firm focused on economic and operations consulting. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and multinational clients, combining fundamental and technical analysis with proprietary strategies. The firm offers wealth and portfolio management, financial planning, business consulting, and support for alternative and private investments.

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 at Compass Capital Corporation with eight years of industry experience. He holds Series 65 and Series 63 licenses and has a background that includes roles at Compass Securities Corporation and Compass Capital Corporation since 2018, as well as experience at the University of Massachusetts School of Law. He is also the managing member and principal lawyer of Compass Legal Services, LLC, a law firm specializing in estate planning and business organization. Compass Capital Corporation provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm utilizes a software-driven investment process focused on asset allocation and portfolio optimization, managing portfolios directly or through sub-advisors.

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.

Keith Whitt is a financial advisor with Investment Advisory Group LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Investment Advisory Group since 2018 and has been with Maritime Wealth Advisors LLC since 2011. Prior to that, he was employed at Geneos Wealth Management, Inc. from 2006 to 2018. Investment Advisory Group LLC manages approximately $1.2 billion in assets for individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a five-advisor team and uses a disciplined investment approach based on Modern Portfolio Theory, the Fama-French three-factor model, and behavioral finance, primarily utilizing diversified portfolios of mutual funds, ETFs, and fixed income securities.

Timothy Shanahan is a financial advisor with Compass Capital Corporation in Braintree, MA, holding a Series 63 license and bringing 46 years of industry experience. He has been with Compass Capital Corp since 1984 and also worked at MarketsFlow Inc. from 2018 to 2019. Outside of advisory services, he serves as trustee and sole owner of a real estate trust with limited monthly involvement. Compass Capital Corporation provides personalized financial planning and investment management for individuals, plans, trusts, charities, and small businesses. The firm uses software-driven asset allocation and portfolio optimization techniques to build diversified portfolios and delivers both ongoing management and limited planning services.

Benjamin Beck is a CFP® with 20 years of industry experience, currently serving at Beck Bode LLC. He has held roles at Compass Rose Private Investment Management since 2023 and has been involved with Beck Bode Wealth Management, LLC and Boston Retirement Advisors, LLC since 2015 and 2016 respectively. Beck also acts as a FINRA arbitrator in Boston. Beck Bode LLC 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, emphasizing dividend-paying equities, and offers tailored asset allocation based on client goals and risk tolerance.

William Mc Carthy is a CFA® charterholder with two years of experience in financial advising. He has been with Carapace Financial Advisors LLC since 2023 and previously worked at State Street Corp for 29 years. Between 2018 and 2023, he spent time engaged in extended travel. Carapace Financial Advisors LLC provides discretionary portfolio management and sub-advisory services to high-net-worth and accredited investors, institutional clients, and other advisers. The firm employs customized market-linked hedging and investment strategies using proprietary quantitative methods, combining diversified collateral portfolios with exchange-listed options to manage downside risk while targeting upside potential or enhanced income.

Mark Bossey is a financial advisor at BostonPremier Wealth with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Commonwealth Financial Network and LPL Financial. Bossey is also a co-owner of BostonPremier Wealth and has involvement in fixed insurance sales. BostonPremier Wealth advises individual, high-net-worth, charitable, and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach focused on risk profiling and customized model portfolios.

Joshua Smith is a financial advisor with Kelly Financial Services LLC in Braintree, MA, holding a Series 65 license and one year of industry experience. He previously worked at SHP Wealth Management and SHP Financial before joining Kelly Financial Services. Outside of finance, he has experience in the restaurant industry, having worked at Cabbyshack Restaurant. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages client portfolios mainly on a discretionary basis and employs a blend of equities, fixed income, mutual funds, and ETFs, occasionally using third-party sub-advisors and customized model portfolios.

Michelle Fallon is a CFP® professional with 11 years of industry experience. She is part of a five-advisor team at Aequitas Investment Advisors, LLC in Hingham, MA. Aequitas Investment Advisors serves individuals, including high-net-worth clients, as well as charitable foundations and non-profit organizations. The firm employs a consultative, non-discretionary investment approach focused on long-term asset allocation and periodic rebalancing across mutual funds, ETFs, and selected individual securities.

Paul Marino is a CFP® with 36 years of industry experience. He is affiliated with MSA Financial and has worked with firms including Osaic Wealth, Inc. and Securities America Advisors, Inc. Outside of advising, he operates an independent insurance agency and manages a single-member LLC involved in the registration and logistics of auto equipment. MSA Financial is a team firm serving individuals, trusts, estates, business entities, retirement plans, and certain financial institutions. The firm offers customized portfolio management and financial planning services using a strategic asset-allocation approach combined with fundamental and technical analysis.

Adam Ferguson is a financial advisor with BostonPremier Wealth in Hanover, MA, holding over one year of industry experience. He has worked at Commonwealth Financial Network since 2024 and has been involved with McCarthy Ferguson CPA Inc. since 2004. BostonPremier Wealth advises individual and high-net-worth clients, as well as select charitable and corporate clients, managing approximately $351 million in client assets. The firm employs a top-down, model-driven investment approach, offering financial planning, portfolio management, and retirement plan consulting through various advisory programs and third-party model portfolios.

David Canal is a financial advisor at Contravisory Investment Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Contravisory since 2000. Contravisory Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, endowments, and corporate clients. The firm employs a proprietary quantitative and technical research system to manage multi-sector equity portfolios and balanced strategies, and it also sponsors private pooled funds with governance safeguards to address potential conflicts.

Robert Stimson is a financial advisor at Little House Capital, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arkadios Capital, Peoples Securities, Inc., and People's United Bank. He serves as CEO and CIO of Little House Capital. Little House Capital is an SEC-registered advisory firm providing discretionary investment management, wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and endowments. The firm uses a primarily long-term investment approach that combines fundamental and technical analysis, managing portfolios with individual securities, mutual funds, and ETFs.

Deirdre Prescott is a financial advisor at Sandy Cove Advisors, LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Lehman Brothers Inc., Silver Bridge, and Hightower Advisors, LLC. She serves as co-trustee with Mellon Financial on her sister's special needs trust. Sandy Cove Advisors manages approximately $685 million for about 275 clients through a four-advisor team. The firm provides comprehensive wealth management services to individuals, family offices, trusts, estates, charitable organizations, and business entities, utilizing customized and model portfolios supported by quantitative and fundamental analysis.

Richard Stram is a CFP®-designated financial advisor with 38 years of industry experience. He is affiliated with MSA Financial in Braintree, MA, where he has worked since 1997, including time at Marino Stram & Associates and his own registered entity. Outside of advisory work, he is also an independent insurance agent. MSA Financial serves individuals, trusts, estates, business entities, and retirement plans through customized portfolio management and financial planning. The firm employs a strategic asset-allocation approach with tactical rebalancing and offers both discretionary and non-discretionary management, along with access to various managed-account programs and third-party money managers.