Lawrence Harrington is a financial advisor at Marble Harbor Investment Counsel, LLC in Boston, MA, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has been with Marble Harbor since 2006. Marble Harbor Investment Counsel provides discretionary and non-discretionary investment advisory services to individuals, trusts, foundations, corporations, and pooled investment vehicles. The firm focuses on fundamental analysis and concentrated portfolios of mid- and large-cap U.S. companies, alongside laddered fixed-income holdings, and manages approximately $1.28 billion in discretionary assets.

David Morgan is a financial advisor at Compass Capital Corporation with 17 years of industry experience. He holds a Series 65 designation and previously worked at the Norfolk District Attorney Office from 2013 to 2017. Compass Capital Corporation provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a software-driven investment process focused on asset allocation and portfolio optimization, managing diversified portfolios through direct management or sub-advisory arrangements.

William Lefavor is a CFP® with 20 years of experience in the financial services industry. He has been with Stage Harbor Financial since 2018 and previously worked at Weston Securities Corporation for two years. Lefavor is also a partner in GBH Partners LLC, a company involved in insurance sales distinct from his advisory role. Stage Harbor Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with wealth management, financial planning, and investment management services. 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.

Brian Presti is a CFA® charterholder with 25 years of experience in the financial industry. He is currently with TFC Financial Management Inc, where he has worked since 2023. His prior roles include positions at The Colony Group, LLC and Harvest Capital Management Inc. TFC Financial Management provides discretionary investment management and comprehensive financial planning primarily for high-net-worth individuals and nonprofit organizations. The firm employs a globally diversified, multi-asset investment approach using an open-architecture platform with a focus on no-load mutual funds and ETFs, and maintains formal investment oversight through an Investment Committee and team analytics.

James Garrett is a CFA® charterholder with one year of experience in the financial industry. He is currently an advisor at Woodstock Corporation and previously worked at Delphi Management Inc. for 17 years. Outside of his advisory role, he serves as a trustee for a local condominium association, overseeing budget and maintenance projects. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for individuals, families, trusts, estates, retirement plans, charitable organizations, and corporations. The firm focuses on fundamental research of high-quality growth equities and investment-grade debt, offering tailored asset allocation and sector strategies, alongside affiliated tax and accounting services.

Michael Dorsey Jr. is a financial advisor at Boston Family Office LLC with 14 years of industry experience. He holds the CFP® and CFA® designations as well as Series 65 and Series 63 licenses. Prior to joining Boston Family Office in 2020, he worked at Solano Wealth Management Group, Raymond James Financial Services, Steward Partners Global Advisory, and Boston Advisors. Boston Family Office provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. The firm manages discretionary accounts with a focus on fundamental analysis, sector-based research, and portfolio construction tailored to clients’ tax situations, income needs, and risk tolerance.

Noreen Walsh is a financial advisor at Aequitas Investment Advisors, LLC with 19 years of industry experience. She holds a Series 65 designation and has been with Aequitas since 2005. Aequitas Investment Advisors is a small multi-advisor team managing approximately $826 million for around 180 clients, including high-net-worth individuals, charitable foundations, and non-profit organizations. The firm provides financial planning, portfolio management, and consulting services, emphasizing a long-term, buy-and-hold investment approach with client-approved, non-discretionary management.

Jacob Motyl is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Keenan Financial, he worked at New Valley Bank & Trust and has experience in construction and education roles. 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 diversified portfolio construction and employs various analytical methods across multiple asset classes.

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 at MSA Financial with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Securities America, Inc. and Osaic Wealth, Inc. Outside of her advisory role, she assists with customer service and online sales for a wholesale restaurant provisions company offering home delivery. MSA Financial provides investment advisory, financial planning, and retirement-plan services to individuals, trusts, estates, business entities, and financial institutions. The firm designs customized portfolios using fundamental and technical analysis and offers both discretionary and non-discretionary management along with specialized ERISA plan advisory services.

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.

Brandon Krol is a financial advisor at Prota Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for three years. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses, employing model-based portfolio management with both conventional and Sharia-compliant options. The firm manages $270 million in assets and operates exclusively on a discretionary basis through a team of registered advisers.

John Goddard is a CFP® with 19 years of experience, currently serving at Pinney & Scofield, Inc. since 2007. He holds Series 63 and Series 65 licenses and works from Marshfield, MA. Pinney & Scofield serves individuals, trusts, and charitable organizations by providing financial planning and discretionary investment management as well as standalone consulting. The firm employs a fee-only model and utilizes a diversified, modern portfolio theory-based investment approach, primarily using 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 CERTIFIED FINANCIAL PLANNER™ practicing at Peddock Capital Advisors, LLC with 18 years at the firm and a total of 10 years of industry experience. He also acts as a licensed insurance agent providing non-variable insurance policies. Peddock Capital Advisors is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment approach combining fundamental and technical analysis, managing approximately $836 million in client assets across 170 relationships and offering comprehensive wealth management services that include family-office bill-pay.

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.