Carl Begin is a financial advisor with Bristol Wealth Group in Attleboro, MA. He holds the CFP® and ChFC® designations and has 12 years of industry experience, including roles at Raymond James Financial and Bristol County Savings Bank. Bristol Wealth Group offers financial planning and discretionary wealth management for individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios based on fundamental analysis and tailored investment policies, serving a diverse client base with a fiduciary approach.

Vincent Savio is a financial advisor at Beck Bode LLC with one year of industry experience. He holds a Series 65 designation and has worked with Beck Bode Wealth Management and Private Advisor Group, LLC. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm emphasizes fundamental analysis and proprietary Growth and Income Growth strategies, with tailored asset allocation based on client goals and risk tolerance.

Daniel Duval is a financial advisor with Genesis Wealth Advisors, LLC in Stoughton, MA. He holds a Series 65 designation and has 11 years of industry experience. Duval has been with Genesis Wealth Advisors since 2012, working as part of a six-advisor team. 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 emphasizes fundamental analysis and long-term portfolio construction tailored to client objectives, with a notable use of model portfolios and detailed performance reporting.

Melyna Young is a financial advisor at Bristol Wealth Group in Taunton, MA, holding a Series 66 designation with three years of industry experience. She previously worked at firms including Raymond James Financial Services Advisors, Alan Siegel Financial Services, and Bristol County Savings Bank. Bristol Wealth Group offers financial planning and discretionary wealth management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes fundamental analysis in constructing portfolios tailored to clients’ objectives and risk tolerance, managing nearly $1 billion in discretionary assets with a six-advisor team.

Allison Leary is a financial advisor at MSA Financial with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Securities America Inc. Outside of her advisory role, she is also an independent insurance agent. MSA Financial serves individuals, trusts, estates, business entities, retirement plans, and financial institutions with investment advisory, financial planning, and retirement-plan services. The firm uses a strategic asset-allocation approach combining fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management.

Mario Encarnacion is a financial advisor at NCU Investment Solutions with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Merrill, Bank of America, J.P. Morgan Securities LLC, and Santander Bank. NCU Investment Solutions provides investment advisory and planning services to a broad range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm uses model portfolios, fundamental analysis, and long-term strategies, managing accounts on both discretionary and non-discretionary bases.

Matthew Joyce is a financial advisor at Stablepoint Partners, LLC with Series 65 credentials and one year of industry experience. He previously worked at BNY Mellon for 16 years. Stablepoint Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm delivers customized, primarily long-term investment strategies using a mix of ETFs, mutual funds, individual securities, bonds, alternatives, and independent managers, and offers related services including retirement plan advisory and cash-management access.

Austin Russell is a CFP® professional with three years of industry experience, currently serving at Gray Private Wealth, LLC since 2019. Prior to that, he worked at Lifetime Financial Growth and has experience with Motorcycles of Manchester and Ohio State University. Gray Private Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, pension plans, trusts, estates, corporations, foundations, and charitable organizations. The firm focuses on tailored portfolio management and comprehensive financial planning, emphasizing long-term after-tax, risk-adjusted returns through strategic asset allocations and the use of mutual funds, ETFs, separately managed accounts, and alternative investments.

Russell Botvin is a financial advisor with NCU Investment Solutions, holding Series 63 and Series 66 credentials and ten years of industry experience. He previously worked at Merrill for ten years before joining NCU Investment Solutions in 2026. NCU Investment Solutions provides investment advisory and planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses model portfolios, fundamental analysis, and long-term purchase strategies, managing accounts on both discretionary and non-discretionary bases while offering financial planning and consulting services.

Jason Weiss is a financial advisor with Byrne Financial Freedom, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Byrne Financial Freedom and LPL Financial since 2016 and was previously with Santander Securities LLC from 2012 to 2016. Byrne Financial Freedom 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, when appropriate, individual securities, with ongoing portfolio monitoring, rebalancing, and tax-management strategies.

Ian Browning is a CFA® charterholder with nine years of industry experience. He has been with Peddock Capital Advisors, LLC since 2012. 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 assets, employing a long-term investment approach that combines fundamental and technical analysis, strategic asset allocation, and tactical shifts when appropriate.

Gary Boyt is a financial advisor with NFSG Corporation in Woonsocket, RI, holding a Series 66 designation and 26 years of industry experience. He has worked at Newbridge Financial Services Group and Newbridge Securities Corporation since 2020, and previously spent nine years with Cambridge Investment Research. Outside of his advisory role, he owns and operates a tax preparation business serving individuals and small businesses. NFSG Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning for individuals, pension plans, trusts, and charitable organizations. The firm tailors portfolios based on client objectives and risk tolerance, using a blend of fundamental, technical, and cyclical analysis alongside both long- and short-term strategies.

Megan Dolan is a financial advisor at Capital Analysts with seven years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Lincoln Investment and the University of Connecticut. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management using proprietary models and a team-driven investment process, with a close affiliation to Lincoln Investment and various unique custodial arrangements.

Edward Quirk is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at LPL Financial, LLC and US Financial Advisors, LLC. Quirk is involved in insurance brokerage activities through Great Valley Advisor Insurance Brokers. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, and trusts. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing a variety of in-house and third-party strategies to support its network of approximately 190 advisors.

Bridget Mc Groarty is a financial advisor at Capital Analysts with seven years of industry experience. She holds a Series 66 designation and has worked in financial services roles since 2017, including assisting another advisor at Capital Analysts. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs and uses an in-house Investment Management & Research team to guide investment decisions.

Ross Mcwilliams is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC. Prior to joining Dakota Wealth in 2025, he spent 13 years at GW&K Investment Management, LLC. Dakota Wealth Management provides investment advisory and wealth management services to a range of clients including individuals, trusts, retirement plans, and registered investment companies. The firm constructs customized portfolios using diversified allocations across various asset classes and employs a research process that integrates fundamental, technical, cyclical, and charting analysis.

Alyson Basso is a CFP® and ChFC® with 19 years of industry experience. She is currently with The Patriot Financial Group, LLC and has held previous roles at Cetera Financial Specialists LLC, Santander Securities, LLC, and Santander Bank, NA. Outside of her advisory work, she serves on the Board of Directors for the Tri Town Council and works as an adjunct faculty member for the College for Financial Planning, delivering CFP® education courses. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, and retirement plans. The firm constructs customized portfolios using a variety of securities and employs a combination of fundamental, technical, and charting analysis, managing approximately $2.4 billion across 37 advisors.

Jason Cooper is a financial advisor with Prosperity Capital Advisors in South Easton, MA, holding the PFS™ and Series 66 designations and bringing 16 years of industry experience. He is also the owner of a CPA firm and serves in leadership roles with local youth sports organizations, including as President of the Holliston Youth Basketball Association and Vice President of the Holliston Youth Baseball and Softball Association. His prior work includes roles at Retirement Income Strategies, LLC and C2P Capital Advisory Group LLC. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, while also offering institutional services and advisory support to separate advisors.

Richard Ropelewski is a CFP® professional with 24 years of industry experience. He is currently with Great Valley Advisor Group, LLC and has previously worked at LPL Financial and U.S. Financial Advisors. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through in-house strategies and third-party managers.

Brian Donovan is a financial advisor at Zacks Investment Management, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at LBMZ Securities, Inc. and Envestnet. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis, offering a wide range of strategies and serving both direct clients and third-party advisers through model portfolios and alternative funds.