Luke Pata is a financial advisor at Little House Capital, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Liberty Mutual Insurance, CNA Insurance, Merrill Lynch, and Cape Ann Savings Trust & Financial Services. He also spent four years at Babson College. Little House Capital is an SEC-registered advisory firm that provides discretionary investment management, wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, endowments, and other corporate structures. The firm’s investment approach combines fundamental and technical analysis with a long-term perspective and offers trustee, family-office, and multi-generational planning services.

Joshua Grieves is a CFP® professional with 18 years of experience in the financial services industry. He is currently with BostonPremier Wealth, where he has worked for 10 years, and previously held roles at LPL Financial and Commonwealth Financial Network. Outside of his advisory work, he is involved in fixed insurance sales. BostonPremier Wealth advises individual and high-net-worth clients, as well as select charitable and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach, focusing on aligning portfolios with clients’ risk profiles and target asset allocations.

Matthew Biggar is a CFP® and CFA® with 24 years of industry experience. He has worked at Stage Harbor Financial since 2018 and previously spent over 16 years with Weston Securities Corporation and Weston Financial. Outside of his advisory role, he is an owner and partner of GBH Partners LLC, an entity involved in insurance sales. 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 employs a core/satellite investment approach combining low-cost passive exposures with active strategies, and manages over $1.09 billion in client assets with support from Fidelity.

Christian Roy is a financial advisor with Rise North Capital Investment Advisors who holds the Series 65 designation and has two years of industry experience. Prior to his advisory role, he worked in various positions including at Sal's Pizza and Market Basket. Roy is also involved with Foundations Investment Advisors during a client transition period. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm operates a co-advisor model that emphasizes customized portfolio proposals, regular reviews, and public educational workshops on financial topics.

Timothy Nash is a CFA® charterholder with 26 years of industry experience. He is a financial advisor at Aequitas Investment Advisors, LLC and previously worked at CitiGroup and Columbia Management Advisors, Inc. 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 buy-and-hold strategies with diversified allocations across mutual funds, ETFs, and selected individual securities.

Ryan Pitard is a financial advisor at Rise North Capital Investment Advisors with three years of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors, LLC, National Life Group, Northwestern Mutual, and Fidelity Investments. He is also an independent insurance agent providing life insurance and annuity solutions. Rise North Capital Investment Advisors offers discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a co-advisor model for portfolio management and provides public educational workshops and comprehensive ongoing planning services.

Michael Cammarata is a CFP® professional with 22 years of industry experience. He is affiliated with MSA Financial and has previously worked at Securities America, Inc. for 20 years. Outside of his advisory role, he is a licensed independent insurance agent. MSA Financial serves a broad range of clients including individuals, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and ERISA-focused consulting. The firm employs a long-term, customized investment approach that combines fundamental and technical analysis and incorporates third-party artificial intelligence tools for portfolio management.

James Bode is a financial advisor at Beck Bode LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Compass Rose Private Investment Management, Boston Retirement Advisors, Private Advisor Group, and Merrill. Beck Bode serves individuals, families, and 401(k) pension and profit-sharing plans by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis across various investment strategies and offers ancillary services such as accounting and tax preparation, often managing accounts on a discretionary basis within a fiduciary framework.

Brian Wickett is a Series 65-licensed financial advisor with Beck Bode LLC in Dedham, MA, where he has worked since 2016. He has nine years of industry experience. Outside his advisory role, he has been affiliated with the Boston Racquet Club since 1998. Beck Bode 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, including an emphasis on dividend-paying equities, and offers tailored asset allocations based on client goals and risk tolerance.

Robert Napolitano is a financial advisor at Napier Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Truro Asset Management and LPL Financial. Outside of his advisory work, he is involved with managing private real estate investment funds through affiliated entities. Napier Financial serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, offering discretionary investment management, financial planning, and trustee services. The firm utilizes a macro-economic, top-down asset allocation approach and incorporates private real estate funds managed through affiliated entities as part of its investment offerings.

Claire Smith is a CFP® with 11 years of industry experience, currently serving as an advisor at Stablepoint Partners, LLC. Her prior experience includes roles at Morgan Stanley and Columbia Management Investment Advisers, Inc. She holds Series 65 and Series 63 registrations. Stablepoint Partners provides wealth management, investment management, and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers customized, primarily long-term investment strategies through discretionary portfolio management and employs both fundamental and technical analysis with ongoing monitoring and formal reviews.

Carl Begin is a CFP® and ChFC® with 13 years of industry experience. He has worked at Bristol Wealth Group since 2018 and previously held roles at Raymond James Financial, Bristol County Savings Bank, and StrategicPoint Investment Advisors LLC. Carl is based in Attleboro, MA, and is part of a five-advisor team at Bristol Wealth Group. Bristol Wealth Group is a registered investment adviser managing approximately $985.6 million in client assets for individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses fundamental analysis to build tailored investment portfolios on a discretionary basis and provides ongoing financial planning and portfolio supervision.

Thomas Clougherty is a CFP® professional with one year of experience at BostonPremier Wealth and over 15 years of experience with United Senior Advisors, Inc. He is based in Hingham, MA and works as part of a seven-advisor team. BostonPremier Wealth provides financial planning, portfolio management, and retirement-plan consulting to individuals, charitable organizations, and business clients. The team manages approximately $525 million across roughly 749 client relationships, employing discretionary, model-based portfolios with the flexibility to customize client solutions.

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.

Meredith Russell is a financial advisor at BostonPremier Wealth with six years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at T. Rowe Price from 2013 to 2017 and Everybody Water from 2024 to 2025. BostonPremier Wealth is a team-based firm serving individuals, charitable organizations, and business clients with financial planning, portfolio management, and retirement-plan consulting. The firm manages discretionary, model-based portfolios and offers customized solutions through access to Commonwealth’s advisory programs.

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. Her prior roles include positions at Raymond James Financial Services Advisors and Bristol County Savings Bank. Bristol Wealth Group is a registered investment adviser managing approximately $985.6 million in assets for individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary wealth management and financial planning, using fundamental analysis to tailor portfolios according to client objectives and risk tolerances.

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.

William Noonan is a financial advisor at Contravisory Investment Management, Inc. in Norwell, MA, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Contravisory since 1995. Contravisory serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and endowments, managing approximately $702 million across various discretionary and non-discretionary accounts. The firm employs a proprietary quantitative and technical research system to identify long-term price trends and combines active equity strategies with sponsored private pooled vehicles that utilize long-short strategies and performance-based fees.

Robert Dockendorff is a CFP® and Series 65-registered financial advisor at May Hill Capital, LLC with 10 years of industry experience. His prior roles include positions at Single Point Partners and Claro Advisors, LLC. He holds an active attorney license in Massachusetts but does not currently practice law. May Hill Capital is an SEC-registered adviser that provides discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning to individuals, trusts, estates, endowments, and businesses. The firm manages approximately $381 million in client assets and typically constructs portfolios of individual equities and ETFs with a long-term orientation, incorporating both fundamental and technical analysis.