Kelly Birchmore is a financial advisor at Cabot Wealth Management with one year of industry experience. She holds a Series 65 designation and previously worked for Align Credit Union for six years. Birchmore is based in Beverly, MA. Cabot Wealth Management provides portfolio and wealth management services to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes investment allocations using a mix of individual stocks, bonds, mutual funds, and ETFs, employing both fundamental and technical analysis supported by ongoing monitoring and rebalancing.

Scott Facchetti is an investment advisor with Flagship Wealth Advisors, LLC and holds a Series 66 designation. He has 25 years of industry experience and has been involved with firms including Royal Alliance Associates, Advest, Inc., Facchetti & Facchetti, Ltd., and L&S Financial Services, Ltd. Outside of his advisory role, he partners in Facchetti & Facchetti, Ltd., providing tax advice, accounting, payroll, and business consulting services. Flagship Wealth Advisors, LLC offers investment advice and financial planning to individuals, trusts, estates, corporations, and employer retirement plans. The firm emphasizes asset allocation and diversified portfolios with ongoing supervision, utilizing third-party planning tools and independent managers for some mandates.

I have been a financial planner for over a decade, working with individuals and families to help them with all aspects of their financial lives. Prior to founding Hark Financial Planning, I worked as a senior advisor and financial planner at firms based in Boston, MA and Reston, VA. In those roles, I have been a member of an investment committee, founded and managed a tax practice, advised a Fintech start-up, and, most importantly, worked with clients to achieve their goals. One of my main motivations for leaving those firms and founding Hark was my belief that there is more to helping clients than just having good technical knowledge and offering investments. Like in legal practice, technical knowledge of the subject matter is critical but is only a foundational part of the work. The next steps are to understand what the client actually wants to accomplish with your engagement and to tailor your work for the specific matter at hand given the client’s objectives. For me, that means spending a lot of time listening to my clients and asking questions to explore what their real objectives are before just jumping into applying technical skills. I am a CFP® professional and IRS Enrolled Agent. I have an MBA from The Kenan-Flagler Business School at UNC Chapel Hill and a BA from The College of William & Mary.

James Mccall is a CFA® charterholder with 21 years of industry experience. He has been with Ipswich Investment Management Company, Inc. since 2012. Ipswich Investment Management Co., Inc. provides discretionary portfolio management and investment advisory services to individuals, families, trusts, endowments, and institutional clients. The firm emphasizes a long-term, low-turnover investment approach focused on equities managed by competent leadership and highly rated fixed income for diversification, with asset allocation tailored to client objectives and risk tolerance.

Matthew Schroeder is a Certified Financial Planner® with 27 years of industry experience and has been with Great Point Wealth Advisors, LLC since 2016. He is the sole owner of Elm Street Tax, a tax, accounting, trust, and nonprofit services firm, and serves as Chair of the Danvers Rotary Trust Endowment Committee. Great Point Wealth Advisors provides fee-only wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and related entities. The firm employs a long-term, fundamental-analysis investment approach and manages approximately $726 million in client assets with a small team.

David Grey is a financial advisor with Family Fiduciary Services, Inc. in Beverly, MA, holding a Series 65 designation and 21 years of industry experience. He has been with Family Fiduciary Services since 2007 and previously operated Grey Investments from 2003 to 2019. Grey also serves as president of Family Fiduciary Services, overseeing daily operations including accounting and trust services. Family Fiduciary Services, Inc. provides discretionary investment management, financial planning, and 401(k) advisory services to individuals, corporations, trusts, foundations, and plan sponsors. The firm acts as a corporate trustee and offers additional services such as bill-paying and tax organization, emphasizing long-term asset allocation, diversification, and tax sensitivity through an investment committee-managed approach.

Robert Kelly is a financial advisor with Trust Advisory Group Ltd in Reading, MA, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at Advisory Group Equity Services and StoneX Securities Inc. Trust Advisory Group, Ltd provides discretionary and non-discretionary investment management, financial planning, and consulting services to both individual and institutional clients, including retirement plan sponsors. The firm utilizes a combination of proprietary model portfolios, advisor-managed accounts, and third-party money managers, leveraging platforms such as Envestnet and Advyzon to support portfolio implementation.

Janell Phillips is a CFA® charterholder with 11 years of industry experience. She has been with Ipswich Investment Management Company, Inc. since 2017 and previously worked at Boston Financial Management Inc. for 11 years. Ipswich Investment Management Company, Inc. provides discretionary portfolio management and advisory services to individual investors, families, trusts, endowments, and institutional clients. The firm emphasizes a long-term, low-turnover investment approach focused on equities and fixed income, with asset allocation aligned to client objectives and risk tolerance, and oversight by an internal Investment Committee.

Arthur Debenedictis is a financial advisor at Genesis Wealth Advisors, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at Genesis since 2011. He is also the owner of a CPA firm, Arthur M. DeBenedictis, where he has been practicing since 1989. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, offering investment management, financial planning, and retirement plan advisory services. The firm’s approach emphasizes fundamental analysis and long-term portfolio construction tailored to client objectives, with a focus on model portfolios and detailed performance reporting.

Peter Frailey is a financial advisor with Wingate Wealth Advisors, Inc. in Lexington, MA, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Winslow, Evans & Crocker since 2006. Outside of his advisory role, Frailey is involved in financial planning and investment advisory services through Wingate Planning Corp and Wingate Financial Corp. Wingate Wealth Advisors provides investment management and financial planning to individuals, charitable organizations, and retirement plan participants. The firm uses a fee-only model and employs a strategic investment process that blends active and passive strategies through model portfolios tailored to various risk objectives.

Thomas Vautin is a CFP® and ChFC® with 20 years of industry experience. He has been with Cabot Money Management, Inc. since 2011. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes investment allocations based on client objectives and risk tolerance, using a mix of individual securities, mutual funds, and ETFs, and combines fundamental and technical analysis with ongoing monitoring and rebalancing.

Craig Goryl is a CFA® charterholder with 12 years of industry experience, currently serving at Cabot Wealth Management. He has been with Cabot Money Management, Inc. since 2011. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes portfolios using individual stocks, bonds, mutual funds, and ETFs, combining fundamental and technical analysis with ongoing monitoring and rebalancing.

Jamie Upson is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Stonehearth Capital Management since 2014. Prior to joining Stonehearth, he worked at Commonwealth Financial Network for six years. Stonehearth Capital Management is a five-advisor team providing investment management, financial planning, retirement planning, and consulting to individuals, families, trusts, estates, and business entities. The firm manages approximately $425 million in discretionary assets and offers diversified model strategies primarily using ETFs and mutual funds, including a unique CarbonLITE portfolio aimed at reducing equity carbon footprint.

Francis Finn is a CERTIFIED FINANCIAL PLANNER™ professional with 36 years of industry experience. He is currently with Alta Wealth Advisors LLC and has previously worked at LPL Financial, LLC for over two decades. Finn provides investment advisory services through Alta Wealth Advisors, an independent registered investment advisor. Alta Wealth Advisors LLC manages approximately $665 million for individual and high-net-worth clients as well as business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a variety of investment strategies tailored to each client’s goals and risk tolerance.

Samuel Shepherd is a CFA® charterholder and holds a Series 66 license, with nine years of industry experience. He has worked at LPL Financial, LLC since 2017 and has been with Shepherd Financial Partners, LLC since 2016. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm combines traditional asset classes with access to private investment funds and derivatives-based strategies, managing over $1.1 billion across eight advisors and five offices.

Bryan Parks is a financial advisor at Alta Wealth Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Alta Wealth Advisors since 2018. Prior to that, he was with Pinnacle Private Wealth, LLC and LPL Financial. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension/401(k) consulting, utilizing a combination of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to client goals and risk tolerance.

Joseph Gauvin is a CFP® professional with 11 years of experience in financial advising. He is currently with Stonehearth Capital Management, where he has worked since 2022. His prior experience includes roles at Sandy Cove Advisors, GW & Wade, and DK Brede Investment Management. Stonehearth Capital Management serves individuals, families, trusts, estates, and business entities, managing approximately $425 million in discretionary assets. The firm uses model strategies primarily based on ETFs and mutual funds, employing quantitative and qualitative methods, tax-aware techniques, and offers specialized portfolios such as CarbonLITE to address clients’ investment preferences.

Natasha Lamb is a financial advisor at Arjuna Capital, LLC with nine years of industry experience. She holds a Series 65 designation and has been involved with Arjuna Capital since 2016. In addition, she is a managing partner and owner of New Summit Investments, LLC, where she is engaged in general business activities related to investment advisory services. Arjuna Capital provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages separately managed accounts and several private funds, employing a strategy that integrates fundamental and technical analysis with sustainability and impact criteria.

Rajeev Kotyan is a Series 65-licensed financial advisor with 18 years of industry experience, currently serving at Innovative Advisory Group since 2008. He is a non-compensated member of the Board of Trustees for the Harrington Park Condominium Association and holds ownership and management interests in Harrington Eight, LLC, which owns the office space leased by Innovative Advisory Group. Innovative Advisory Group is a team of eight advisors providing investment management and financial planning to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm integrates portfolio management with financial planning using various analytical approaches and employs multi-office platforms and segmented custody solutions.

Cara Whipkey is a financial advisor with Wingate Wealth Advisors, Inc. in Lexington, MA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Wingate Wealth Advisors since 2021 and previously spent six years at Morgan Stanley. Wingate Wealth Advisors serves individuals, charitable organizations, and retirement plan participants by providing investment management and financial planning. The firm follows a strategic investment process using model portfolios and blends active and passive strategies, operating on a fee-only basis without accepting third-party compensation.