Robert Shepherd is a CFP®-certified financial advisor with 37 years of industry experience. He is affiliated with LPL Financial and leads Shepherd Financial Partners, LLC, an independent registered investment advisory firm. Shepherd also serves as a notary public and is a for-profit board member of a construction company. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by in-house research and a large network of investment adviser representatives.

Alyson Shaw is a financial advisor with Alliance Private Wealth, LLC, where she has worked since 2025. She holds eight years of industry experience, including a 12-year tenure at Commonwealth Financial Network. Alliance Private Wealth is a team-based firm serving individuals, high-net-worth clients, families, trusts, retirement plans, and businesses. The firm manages approximately $466 million across diversified portfolios, focusing on long-term, discretionary wealth management combined with comprehensive financial planning and specialized exit planning for business owners.

Susan Big is a financial advisor with Flagship Wealth Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. She has been affiliated with Royal Alliance Associates since 2007 and serves as an investment advisory representative at Flagship Wealth Advisors. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes long-term asset allocation using mutual funds and ETFs, with regular account reviews and both advisor-managed and model portfolio options.

Spencer Gilmore is a financial advisor at Boston Standard Wealth Management, LLC with a Series 65 credential and one year of industry experience. He previously worked at PwC US Tax, LLP and has a background that includes roles in law firms and educational institutions. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by providing discretionary portfolio management, financial planning, and project consulting. The firm manages approximately $647.6 million in discretionary assets with a small team, employing a tailored investment approach that includes ETFs, mutual funds, individual securities, and broader trading strategies.

Paul Welch is a financial advisor with 29 years of industry experience, currently with 93 Financial Group, LLC, where he has worked since 2003. He holds Series 63 and Series 65 licenses and was previously employed at 1717 Capital Management Company from 1998 to 2003. 93 Financial Group is an SEC-registered investment adviser and licensed insurance agency serving individuals, families, business owners, trusts, and estates. The firm employs a traditional one-on-one service model, focusing on portfolios primarily composed of mutual funds and ETFs, with ongoing monitoring and retirement planning that incorporates hypothetical growth projections.

Anthony Speziale is a financial advisor at Trust Advisory Group Ltd with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AGES Financial Services, Ltd and StoneX Securities Inc. Outside of his advisory role, he serves as president of KLP Associates Inc dba Tax Shop & Financial Center, where he manages tax, accounting, and payroll services. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering a range of portfolio management, financial planning, and consulting services through about 30 advisors. The firm employs multiple investment approaches, including advisor-managed portfolios, proprietary model solutions, and manager-of-managers strategies, utilizing third-party platforms and a variety of investment vehicles.

Reid Soberman is a financial advisor with Alta Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior experience includes roles at LPL Financial, OSAIC, Infinex Investments, and Lincoln Investment. Outside of advising, he is a part owner of Team Fight Academy, a fitness gym. Alta Wealth Advisors LLC serves individual, high-net-worth, and business clients with discretionary portfolio management, financial planning, and pension consulting. The firm customizes investment programs based on client goals and risk tolerance, utilizing a blend of fundamental, quantitative, technical, and modern portfolio theory analyses.

Robert Lutts is a Series 65-licensed financial advisor with Cabot Wealth Management in Salem, MA, with 32 years of industry experience. He has been with Cabot Money Management, Inc. since 1983. Outside of his advisory work, Lutts teaches an investment management course at Salem State College School of Business. 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 using a combination of individual stocks, bonds, mutual funds, and ETFs, employing both fundamental and technical analysis with ongoing monitoring and periodic rebalancing.

Patricia Bowlin is a financial advisor at Ipswich Investment Management Company, Inc. in Beverly, MA, holding a Series 65 designation with 19 years of industry experience. She has been with Ipswich since 2010. Ipswich Investment Management provides discretionary portfolio management and investment advisory services to individuals, families, trusts, endowments, pension, and corporate accounts. The firm employs a long-term, low-turnover investment approach emphasizing equities managed by capable managers and high-quality fixed income, with portfolio allocations tailored to client objectives and tax considerations.

Anthony Depinto is a financial advisor at Alta Wealth Advisors LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Pinnacle Private Wealth, and Mass Mutual Investors Services. Outside of advisory activities, he is involved as a business owner and partner in non-investment ventures in Boston. Alta Wealth Advisors LLC serves individual, high-net-worth, and business clients by managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension consulting with tailored investment strategies that incorporate fundamental, quantitative, technical, and modern portfolio theory analyses.

Beatrice Tiberii is a financial advisor at Family Fiduciary Services, Inc. with one year of industry experience. She holds a Series 65 designation and has operated Cellar Door Wine and Beer LLC, a wine shop, since 2015. Family Fiduciary Services, Inc. serves individuals, corporations, trusts, foundations, and retirement plan sponsors by providing discretionary investment management, financial planning, and 401(k) plan advisory services. The firm constructs portfolios based on client risk profiles and emphasizes long-term asset allocation, diversification, and tax sensitivity.

David Khouri is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Wingate Wealth Advisors, Inc., where he has worked since 2024. His prior experience includes roles at Schwab Private Client Investment Advisory, Charles Schwab & Co., Inc., McAdam LLC, and Purshe Kaplan Sterling Investments. Wingate Wealth Advisors is an SEC-registered adviser providing investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm uses a fee-only model and combines active and passive strategies within client-specific Investment Policy Statements.

Anthony Ciaramitaro is a financial advisor at Shepherd Financial Partners, LLC, holding a Series 66 designation with two years of industry experience. His career includes roles at LPL Financial, Charter Oak Capital Management, Boston Light Financial, Eaton Vance, and Forrester. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, retirement plan sponsors, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $1.38 billion in assets across roughly 730 client relationships.

Gregory Stevens Jr. is a CFP® professional with 22 years of experience in financial advising. He has been with Cabot Money Management, Inc. since 2004. 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 using a combination of fundamental and technical analysis, and offers integrated financial planning, estate plan reviews, tax planning, and in-house tax preparation for select clients.

Alexander Castrichini is a financial advisor at Cabot Wealth Management with 14 years of industry experience. He holds a Series 66 designation and previously worked at Triad Advisors, BlackRock Investments, and Fidelity Investments. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes allocations using individual stocks, bonds, mutual funds, and ETFs, employing both fundamental and technical analysis with ongoing monitoring and periodic rebalancing.

Alexander Colby is a CFA® charterholder with 21 years of industry experience. He has been with Ipswich Investment Management Company, Inc. since 2006. Ipswich Investment Management provides discretionary portfolio management and investment advisory services to individuals, families, trusts, endowments, pension, and corporate accounts. The firm follows a long-term, low-turnover investment approach that emphasizes equities managed by capable managers and highly rated fixed income, with allocations tailored to client objectives and tax considerations.

Michael Hills III is a financial advisor at MariPau Wealth Management LLC with three years of industry experience. He holds a Series 65 designation and has worked with MariPau and Apex Wealth since 2022. Outside of advisory work, he operates as an independent life insurance agent. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and other entities, offering discretionary portfolio management and financial planning while operating as a fiduciary.

James Welch is a financial advisor at 93 Financial Group, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with 93 Financial Group since 2003. 93 Financial Group serves individuals, families, business owners, trusts, and estates by providing financial planning, discretionary investment management, retirement planning, and insurance services. The firm emphasizes one-on-one advisory relationships and uses fundamental analysis to create tailored, long-term asset allocations typically implemented with mutual funds and ETFs.

James Ek is a financial advisor with PCM Encore, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Empower, GWFS Equities, Inc., Citizens Securities, Inc., and Natixis Investment Managers. PCM Encore serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering family office services, comprehensive wealth management, and outsourced CIO engagements. The firm focuses on diversified, long-term portfolio construction using passive investment strategies where appropriate, integrated with tax-aware approaches and selective use of active management.

Jason Sikorski is a CFP® professional with six years of industry experience. He is currently an advisor at Wingate Wealth Advisors, Inc. in Lexington, MA, having previously worked at Commonwealth Financial Network and Pioneer Valley Financial Group. Wingate Wealth Advisors provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm uses a blend of active and passive investment strategies, operates on a fee-only basis, and manages the majority of client assets under discretionary authority.