Paul Marino is a CFP® with 36 years of industry experience. He is affiliated with MSA Financial and has worked with firms including Osaic Wealth, Inc. and Securities America Advisors, Inc. Outside of advising, he operates an independent insurance agency and manages a single-member LLC involved in the registration and logistics of auto equipment. MSA Financial is a team firm serving individuals, trusts, estates, business entities, retirement plans, and certain financial institutions. The firm offers customized portfolio management and financial planning services using a strategic asset-allocation approach combined with fundamental and technical analysis.

Adam Ferguson is a financial advisor with BostonPremier Wealth in Hanover, MA, holding over one year of industry experience. He has worked at Commonwealth Financial Network since 2024 and has been involved with McCarthy Ferguson CPA Inc. since 2004. BostonPremier Wealth advises individual and high-net-worth clients, as well as select charitable and corporate clients, managing approximately $351 million in client assets. The firm employs a top-down, model-driven investment approach, offering financial planning, portfolio management, and retirement plan consulting through various advisory programs and third-party model portfolios.

David Canal is a financial advisor at Contravisory Investment Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Contravisory since 2000. Contravisory Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, endowments, and corporate clients. The firm employs a proprietary quantitative and technical research system to manage multi-sector equity portfolios and balanced strategies, and it also sponsors private pooled funds with governance safeguards to address potential conflicts.

Robert Stimson is a financial advisor at Little House Capital, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arkadios Capital, Peoples Securities, Inc., and People's United Bank. He serves as CEO and CIO of Little House Capital. Little House Capital is an SEC-registered advisory firm providing discretionary investment management, wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and endowments. The firm uses a primarily long-term investment approach that combines fundamental and technical analysis, managing portfolios with individual securities, mutual funds, and ETFs.

Philip Boncaldo is a financial advisor at Compass Capital Corporation with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Compass Securities Corp since 2000 and with his own firm, Philip B. Boncaldo & Associates, Inc., since 1992. Outside of advisory services, he manages family real estate investments involving residential apartment buildings. Compass Capital Corporation provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on asset allocation and efficient-frontier portfolio optimization, using various investment vehicles including ETFs, mutual funds, equities, and fixed income.

Deirdre Prescott is a financial advisor at Sandy Cove Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with Sandy Cove Advisors since 2009. Outside of her advisory role, she serves as co-trustee with Mellon Financial on her sister’s special needs trust. Sandy Cove Advisors is a multi-advisor team managing approximately $582 million in client assets, serving individuals, family offices, trusts, estates, and business entities. The firm provides integrated wealth management services, including portfolio management, financial planning, and trustee oversight, employing both fundamental and quantitative investment strategies.

Richard Stram is a CFP®-designated financial advisor with 38 years of industry experience. He is affiliated with MSA Financial in Braintree, MA, where he has worked since 1997, including time at Marino Stram & Associates and his own registered entity. Outside of advisory work, he is also an independent insurance agent. MSA Financial serves individuals, trusts, estates, business entities, and retirement plans through customized portfolio management and financial planning. The firm employs a strategic asset-allocation approach with tactical rebalancing and offers both discretionary and non-discretionary management, along with access to various managed-account programs and third-party money managers.

Kate Chilson is a Series 65-licensed advisor with MG Financial LLC, where she has been part of the team since 2002. She works at a firm based in Braintree, MA, that specializes in serving high-net-worth individuals, families, trusts, and charitable organizations. MG Financial manages over $1 billion in assets with a four-person advisory team and offers comprehensive services including asset allocation, manager selection, tax and estate planning, and charitable giving strategies. The firm focuses on long-term investment programs and acts as both fund sponsor and advisor to multi-series private funds investing across venture, LBO, private equity, and real estate.

William Sullivan III is a financial advisor with Next Level Private LLC, bringing 13 years of industry experience. He has worked at Next Level Private since 2022 and concurrently operates Sullivan Insurance, Inc., which he has owned since 1987. Outside of his advisory and insurance work, he serves as a board member for the Milton-Fuller Housing Agency, an over-55 housing community in Milton, MA. Next Level Private advises high-net-worth individuals, families, trusts, estates, businesses, and retirement plans, providing discretionary investment management and financial planning services. The firm employs both fundamental and technical analysis to develop customized portfolios and maintains an institutional relationship with its primary custodian.

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.

Patricia Welsh is a CFP® professional with 21 years of industry experience. She is currently with Fox Hill Wealth Management, where she has worked since 2022, and has prior experience at Beck Bode Wealth Management and Private Advisor Group, LLC, among others. Fox Hill Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, investment management, retirement plan consulting and management, and coordinating estate-planning with third-party specialists. The firm uses an asset-allocation framework that combines passive and active strategies, employing both model portfolios and customized allocations when appropriate.

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 25 years of industry experience. He is a financial advisor at Aequitas Investment Advisors, LLC and previously worked at Citigroup from 2015 to 2017. Aequitas Investment Advisors serves individuals, including high-net-worth clients, charitable foundations, and non-profits by providing financial planning, portfolio management, consulting, and annual portfolio reviews. The firm emphasizes a target asset allocation approach, long-term buy-and-hold strategies, and manages most accounts on a non-discretionary, consultative basis.

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® with 21 years of industry experience, currently serving as an advisor at MSA Financial in Braintree, MA. He previously worked at Securities America, Inc. for 20 years and has been with Marino, Stram & Associates for over two decades. Outside of his advisory role, he is also a licensed independent insurance agent. MSA Financial is a team-based firm managing over $1.16 billion for approximately 1,300 clients. The firm provides customized portfolio management, financial planning, and retirement-plan services to individuals, trusts, estates, business entities, and financial institutions, utilizing both fundamental and technical analysis within a strategic asset-allocation framework.

James Bode is a financial advisor at Beck Bode LLC in Dedham, MA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Compass Rose Private Investment Management since 2023 and has been with Beck Bode Wealth Management, LLC and Boston Retirement Advisors, LLC since 2016 and 2015, respectively. Beck Bode Wealth Management, LLC is a part owner of Boston Retirement Advisors, LLC. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm employs fundamental analysis and proprietary Growth and Income Growth strategies, including dividend-paying equities and a short-term, high-leverage options approach, tailoring allocations to client goals and risk tolerance.

John Mulligan is a financial advisor with Johnson Brunetti, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Fidelity Investments and Cambridge Savings Bank. He also has teaching experience from Concord Carlisle High School and Providence College and was involved with Patriot Hoop Clinics for five years. Johnson Brunetti (JB Capital) provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and customized portfolio management aligned with clients’ risk tolerances.

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.