Enid Beal is a Series 65-licensed financial advisor with 20 years of industry experience. She has been with The Beal Consulting Group, Inc. since 1995. Beal Consulting, Inc. offers personalized asset management and financial education to moderate- and high-net-worth individuals, families, and small endowments. The firm employs a diversified, global investment framework and a family-office style governance, with a focus on collaborative portfolio design and discretionary account management.

Alan Simpson is a CFA® charterholder with 31 years of industry experience. He has been with Simpson Investment Counsel since 1995 and previously worked at Pension & Wealth Management Advisors for one year. Simpson Investment Counsel provides investment management and financial advice to individual clients, managing approximately $17.6 million across three client relationships. The firm employs a top-down investment approach focused on macroeconomic analysis and custom portfolio construction, primarily managing accounts on a discretionary basis with client-specific guidelines.

Patrick Cote is a CFP® and CFA® with 13 years of industry experience, currently serving as an advisor at Assetgrade, LLC since 2013. He holds Series 63 and provides financial planning and investment services from the firm’s Boston office. Assetgrade, LLC offers financial planning, investment and wealth management, and retirement plan consulting to individuals, trusts, estates, and corporate entities. The firm employs model-based portfolios that focus on strategic asset allocation with occasional tactical adjustments, serving approximately 165 clients with $337.7 million in discretionary assets under management.

Peter Mulholland is a financial advisor with Essex Private Wealth Management LLC in Topsfield, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Huntwicke Securities, LLC since 2016 and has been involved with Huntwicke Advisors, LLC since 2009. Outside of finance, he co-manages a family dairy farm specializing in milk goats and cheese production. Essex Private Wealth Management serves individuals, trusts, estates, retirement plans, and charitable organizations with customized wealth management and investment advisory services. The firm constructs portfolios primarily using mutual funds and ETFs, applying both fundamental and technical analysis with a generally long-term orientation.

Eric Roberge is a CFP® with 17 years of industry experience and is the sole advisor at Beyond Your Hammock LLC, which he founded in 2013. He holds the Series 66 license and is based in Boston, MA. Roberge participates in educational seminars and speaking engagements as part of his professional activities. Beyond Your Hammock serves individual and high-net-worth clients as well as employer plan sponsors, offering comprehensive financial planning, discretionary investment management, and employee benefit plan consulting. The firm emphasizes ongoing planning relationships, employs a largely passive and tax-efficient investment approach, and incorporates external money managers when appropriate.

Elliot Bruce is a CFA® charterholder and holds a Series 65 license. He has three years of industry experience and has worked at Mason Capital Partners since 2017, following a one-year tenure at Balanced Rock Investment Advisors. He is chairman of the board of Fundamentals First Fund, an ETF managed by Mason Capital Partners. Mason Capital Partners advises both individual and institutional clients, providing discretionary portfolio management through separately managed accounts and a private limited partnership. The firm’s investment approach emphasizes income with growth, allocating primarily to common stocks complemented by controlled fixed-income positions, with decisions based on fundamental research and frequent company engagement.

Jonathan Wakely is a financial advisor at Wakely Investment Management in Boston, MA, with 19 years of industry experience. He holds the Series 65 and Series 66 designations and has led J Wakely Advisors, LLC since 2013. Wakely serves as a board member and sits on the investment committee of Cardigan Mountain School, a preparatory school in New Hampshire. Wakely Investment Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes a tailored, goal-based investment process and employs a range of strategies across equities, fixed income, mutual funds, and ETFs.

Randall Tavilla is a financial advisor at MWA Asset Management with 23 years of industry experience. He has held the Series 66 designation and has worked at MWA Asset Management since 2013, previously working at Triad Advisors, Inc. and engaging in insurance sales for 17 years. MWA Asset Management provides discretionary and non-discretionary asset management and financial planning services to individuals, including high-net-worth clients, as well as pensions, trusts, estates, and charitable organizations. The firm customizes portfolios and asset allocation based on client objectives and uses both internal and third-party research to guide investment decisions.

Joshua Stewart is a financial advisor at Mad River Investors with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Mad River Investors since 2002. Mad River Investors provides discretionary investment management to individuals, high-net-worth clients, companies, trusts, and institutional clients, and also serves as a sub-advisor and manager to other advisors and pooled investment vehicles. The firm employs an opportunistic, concentrated equity-oriented strategy with a long-term, contrarian approach and operates a private investment partnership for accredited investors.

Warren Isabelle is a financial advisor at Ironwood Investment Management, LLC with 19 years of industry experience. He has been with Ironwood since 1997. Ironwood provides discretionary portfolio management to individual and institutional clients, specializing in domestic-equity strategies across various market capitalizations. The firm uses a fundamental, bottom-up, value-oriented approach and manages pooled vehicles and wrap fee programs, combining small- and micro-cap value specialization with services typically offered by larger firms.

Mark Naylor is a financial advisor with Auour Investments LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He is also President and sole owner of Partner Capital, Inc., a consulting firm focused on real estate acquisition and direct ownership. Auour Investments provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, family offices, trusts, estates, and charitable organizations. The firm employs proprietary asset-allocation models and a multi-factor quantitative framework to guide strategic and tactical allocations, primarily using exchange-traded funds and other securities, and combines direct management with broad third-party distribution.

James Wood is a financial advisor at Insight Financial Strategists in Newton, MA, with 10 years of industry experience. He holds a Series 65 designation and has been with Insight Financial Strategists since 2015. Outside of his advisory role, Wood is a managing partner and 44% owner of Electron Processing Systems, L.L.C., a business involved in the sale and licensing of patents related to electron beam sterilization technology. Insight Financial Strategists provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a fundamental analysis approach, typically utilizing a mix of ETFs, mutual funds, equities, and fixed-income instruments, with a buy-and-hold strategy adjusted for special situations.

Samuel Conte II is a financial advisor at Massachusetts Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Massachusetts Wealth Management since 2012. His prior experience includes roles at Andover Equity Associates, Massachusetts Wealth Management, Inc., and LPL Financial. Massachusetts Wealth Management provides discretionary investment management to individuals, trusts, retirement plans, endowments, and charitable organizations. The firm uses a tactical asset allocation approach with a long-term orientation while allowing shorter-term trades to respond to market conditions.

Michael Stuart is a CFA® charterholder and holds a Series 65 license with 31 years of industry experience. He has been with Clark & Stuart, Inc. since 1994. Clark & Stuart provides discretionary investment management primarily to high-net-worth individuals, their families, small businesses, and not-for-profit institutions. The firm employs a conservative-growth, fundamentally driven strategy focused on concentrated portfolios of high-quality common stocks, low turnover, and long-term holdings, with tailored portfolio construction based on client-specific factors.

Renato Mastrogiovanni is a financial advisor with Healthview Asset Management, Inc. He holds a Series 65 designation and has two years of industry experience. He has been involved with HealthView Services since 2012. Healthview Asset Management provides fee-based investment management primarily to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and institutions. The firm offers a range of services including discretionary portfolio management, automated portfolio options, and retirement- and healthcare-focused programs, utilizing actuarial-style algorithms in some offerings to project life expectancy and related expenses.

Dallas Coffman is a financial advisor with Whitman Financial Services, LLC, holding CFP® and ChFC® designations and over 45 years of industry experience. He has been with Whitman Financial Services since 2001 and also maintains a long-standing affiliation with LPL Financial since 1989. In addition to his advisory role, he provides tax preparation, consulting, and audit services, and serves as a trustee for scholarship funds in North Reading, Massachusetts. Whitman Financial Services, LLC offers financial planning and consulting to individuals, trusts, estates, and retirement account holders, focusing on a structured six-step planning process and fundamental investment research. The firm does not manage client assets directly but supports implementation through separate agreements with third-party custodians.

Katherine Dick is a financial advisor at Clark & Stuart Inc with a Series 65 credential and one year of industry experience. Her prior roles include positions at MBA Builders and as a self-employed advisor at KLD Management. She also worked for Jumpstart for Young Children for five years. Clark & Stuart provides discretionary investment management primarily to high-net-worth individuals, small businesses, and not-for-profit institutions, managing approximately $195.6 million in client assets. The firm employs a conservative-growth, long-term equity strategy focused on high-quality companies with steady profit and dividend growth, managing separate, concentrated portfolios for each client.

Henry Tiedemann III is the principal and sole advisor at Tiedemann & Associates Investment Advisors, Inc. He holds the Series 63 designation and has 24 years of industry experience. Since 1998, he has also been associated with Tiedemann & Associates, PC, an accounting and tax practice to which he devotes the majority of his professional time. Tiedemann & Associates Investment Advisors provides investment advisory and portfolio management services to individuals—including high-net-worth clients—as well as pension and profit-sharing plans and charitable organizations. The firm’s investment approach is based on modern portfolio theory, emphasizing long-term trading, strategic asset allocation, and periodic rebalancing, with integrated tax and accounting advice due to its affiliation with an accounting practice.

Daniel Hawthorne is a Series 65-licensed financial advisor with Lighthouse Financial, LLC, bringing 12 years of industry experience. He previously operated Hawthorne Financial Advisors, LLC for 10 years before joining Lighthouse Financial. Outside of advisory work, he provides bookkeeping and business support services on a part-time basis. Lighthouse Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary wealth management and financial planning, typically constructing diversified, long-term portfolios using ETFs, mutual funds, and individual equities, aligned with each client’s goals and risk tolerance.

John Verrengia is a financial advisor with Lattanzi Financial Services LLC in Revere, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at LPL Financial, Integrated Wealth Concepts LLC, Heritage Financial Group, Heritage Wealth Management, Investors Capital Corp., and Eastern Point Advisors. Outside of advising, he is active as a CPA through his affiliated practice and serves as an assessor for the City of Revere. Lattanzi Financial Services provides investment advisory services for individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, managing approximately $8.3 million for about 28 households. The firm customizes portfolios based on initial risk assessments and employs diversified investments such as stocks, ETFs, mutual funds, and bonds, with ongoing monitoring and quarterly reviews.