John Desimone is a CFP® with 23 years of industry experience and is currently a financial advisor at Peddock Capital Advisors, LLC. He previously worked at Dakota Wealth, LLC and GML Associates, PC. In addition to his advisory role, he is an attorney involved with JFD Associates, PLLC, a law practice based in Wenham, MA. Peddock Capital Advisors provides wealth management, portfolio management, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment approach using both fundamental and technical analysis, and offers additional services through an affiliated tax and accounting practice.

Jeremy David is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at Little House Capital, LLC since 2017 and previously spent five years at Peoples United Bank. 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 corporate clients. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, offering services including trustee, family-office, and multi-generational planning.

Denise Del Monaco is a financial advisor with MSA Financial in Braintree, MA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has worked at Securities America, Inc. from 2004 to 2024, and has been with Marino Stram & Associates since 2011. Outside of advising, she assists with customer service and marketing for a wholesale restaurant provisions company offering home delivery. MSA Financial serves individuals, trusts, estates, business entities, retirement plans, and financial institutions with customized investment management and financial planning services. The firm employs a primarily long-term investment approach incorporating fundamental and technical analysis, and utilizes third-party AI tools for research and risk monitoring.

Christopher Childs is a CFA® charterholder with eight years of industry experience. He has worked at Penobscot Investment Management Company, Inc. since 2023 and has prior experience at Wilmington Trust Company and People's United Advisors, Inc. Outside of his advisory role, he serves as Chair of the Investment Committee for the Suffield Historical Society and is a member of the Board of Finance & Retirement for the Town of Suffield. Penobscot Investment Management provides discretionary portfolio management to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm emphasizes long-term capital appreciation and income growth through diversified portfolios focused on dividend-paying companies with above-average dividend growth, while maintaining flexibility to invest in non-dividend payers with strong fundamentals.

Alhassan Mahmoud is a financial advisor at Hoopoe Advisors in Boston, MA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Hoopoe Capital Markets and Hoopoe Advisors, as well as a year as a self-employed fitness trainer. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management services including financial planning, retirement-plan advisory, and portfolio management. The firm uses a combination of fundamental, technical, and cyclical analysis to construct personalized portfolios across various asset classes, providing both discretionary and non-discretionary management.

John Goddard is a CFP® with 19 years of industry experience, currently serving at Pinney & Scofield, Inc. He has worked at Pinney & Scofield since 2007 and has also been affiliated with Carson Wealth and Commonwealth Financial Network. Pinney & Scofield provides investment management and financial planning to individuals, families, trusts, and charitable organizations, serving both non‑HNW and high‑net‑worth clients. The firm employs a long-term, efficient-markets approach using broadly diversified portfolios primarily composed of index and factor mutual funds and ETFs.

Adrian Davies is a CFA® charterholder with 11 years of industry experience, currently serving at Woodstock Corporation in Boston, MA. He has been with Woodstock Corporation since 2003, contributing to the firm’s investment advisory services. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for individuals and families, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm focuses on fundamental research in high-quality growth equities and investment-grade debt, with asset allocation tailored to varied client objectives, and offers additional tax and accounting services through affiliated entities.

Joshua Pierce is a CFP® with 22 years of industry experience currently working at Mariner Managed Account Solutions, LLC. His prior experience includes roles at Baystate Wealth Management, MML Investors Services, LLC, and MetLife Securities Inc. He is based in Boston, MA and holds Series 63 and Series 66 licenses. Mariner Managed Account Solutions provides fee-based discretionary and non-discretionary portfolio management and wrap-fee program services to individuals, corporate pension plans, trusts, foundations, and various business clients. The firm focuses on portfolios utilizing ETFs, index funds, and fixed-income securities within a structured Investment Policy Statement framework, emphasizing asset allocation and risk management.

Christopher Mikus is a financial advisor at Birch Hill Investment Advisors LLC in Boston, MA, holding CFP® and CFA® designations with five years of industry experience. He serves on the investment committee of Saint Francis House, a nonprofit focused on aiding the poor and homeless, and holds leadership roles as Director, Treasurer, and Finance Committee member at the Canton Historical Society. Birch Hill provides investment advisory and portfolio management services to individuals, trusts, IRAs, endowments, and foundations, employing a fundamental, quality-oriented, and long-term investment approach that integrates ESG factors. The firm manages approximately $2.65 billion in discretionary assets with a small advisory team, offering customized portfolios and coordinating with clients’ broader financial professionals.

Matthew Simmons is a CFP® with 10 years of industry experience. He has worked at Peddock Capital Advisors, LLC since 2008 and has been with CW Advisors, LLC since 2026. In addition to his advisory role, he is an insurance agent providing non-variable insurance policies to clients. Peddock Capital Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, offering wealth management and portfolio management services. The firm employs a long-term, tactically responsive investment approach using individual securities, mutual funds, ETFs, and a dedicated Global Macro sleeve.

Warner Wayne III is a financial advisor at Wealth Effects with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Wealth Effects in 2022, he worked at Ameriprise Financial Services LLC, National Asset Management, National Securities Corporation, and Winslow, Evans & Crocker, Inc. He serves as secretary on the executive board of the Great Blue Hills Power Squadron, a safe boating education organization. Wealth Effects provides discretionary wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm employs a combination of fundamental and technical analysis to build primarily long-term portfolios, managing approximately $472 million across multiple offices.

Sara Thomson is a financial advisor at Single Point Partners in Boston, MA, holding a Series 65 designation with three years of industry experience. Her prior roles include four years at Corrigan Financial Inc. and seven years with the Newport County Chamber of Commerce. Single Point Partners serves individuals, trusts, foundations, corporations, and endowments, managing approximately $641 million in assets. The firm emphasizes client interviews to establish customized asset allocations and uses a range of investment vehicles, including index-based ETFs, mutual funds, and individual securities, while delivering multi-advisor support and comprehensive financial planning through its Wealth Logistics service.

Robert Mcgowan is a financial advisor at Davinci Capital Management, Inc. in Cambridge, MA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at Davinci Capital since 2005 and is also involved with The CIP Group, where he operates as an insurance agency agent. Davinci Capital Management serves individual investors, including retail and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering portfolio management, asset allocation, retirement plan consulting, and the option to work with third-party money managers. The firm operates largely on a non-discretionary basis with a range of analytical techniques to tailor investment strategies.

Brian Keenan is a CFP® with 12 years of industry experience, currently serving at Keenan Financial since 2016. He previously worked at McAdam LLC and VOYA Financial Advisors, Inc. Keenan is also an independent licensed insurance agent outside of his advisory role. Keenan Financial provides portfolio management, financial planning, and related advisory services to individuals, high-net-worth clients, and corporate entities. The firm uses a documented risk-profile questionnaire to guide portfolio construction and employs diversified allocations across various investment vehicles, operating in both discretionary and non-discretionary capacities.

Christopher Griffith is a CFP® with 26 years of industry experience, currently serving as an advisor at Stablepoint Partners, LLC. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, UBS Financial Services, and A. G. Edwards & Sons. He is also a licensed insurance professional. 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 offers customized, primarily long-term investment strategies and integrates both fundamental and technical analysis with ongoing portfolio monitoring.

William Kelly Jr. is a financial advisor at Kelly Financial Services LLC in Braintree, MA, holding a Series 65 designation with no prior industry experience. His work history includes roles in education and retail rental, alongside his current advisory position since 2018. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages portfolios mainly on a discretionary basis, utilizing equities, fixed income, mutual funds, and ETFs with long-term holdings and occasional tactical adjustments.

Thomas Stakem Jr. is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has been with Woodstock Corporation since 2003 in Boston, MA. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm emphasizes fundamental research on high-quality growth equities and investment-grade debt, tailoring asset allocation to client objectives across a range of strategies, and offers affiliated tax and accounting services for separate fees.

Jenna Israni is a ChFC® credentialed advisor at TFC Financial Management Inc with six years at the firm and a total of ten years in the financial industry. Her prior experience includes roles at Morana Law Office, LLC and TIAA Kaspick. TFC Financial Management is a fee-only SEC-registered advisory firm serving primarily high-net-worth individuals and nonprofit organizations. The firm employs globally diversified, multi-asset class portfolios using a combination of passive and active strategies, emphasizing larger account relationships and integrating Sustainable/Responsible/Impact investing options.

John Fasciano is a financial advisor at New World Advisors LLC in Hingham, MA, with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Fasciano is also licensed to sell insurance products, dedicating a portion of his time to this activity. New World Advisors LLC provides discretionary investment management, financial planning, and retirement plan advisory services for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm’s investment approach emphasizes fundamental analysis and long-term strategies while offering diversified portfolios that may include mutual funds, ETFs, individual securities, and alternative investments.

Paul Stone is a financial advisor at Genesis Wealth Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Genesis since 2012. In addition to his advisory role, he is licensed as an insurance producer in Massachusetts. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans with discretionary and non-discretionary investment management and financial planning services. The firm uses fundamental analysis and long-term portfolio construction tailored to each client’s objectives, with a distinctive focus on model portfolios and detailed performance reporting.