Sean Condon is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Condon Wealth Management, Inc. in Plymouth, MA. He has worked at Purshe Kaplan Sterling Investments since 2009 and has been with Condon Wealth Management since 2008. Condon Wealth Management provides advisory services to individuals, trusts, and corporations, offering both discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm develops client-specific Investment Policy Statements, implements asset allocation using proprietary and third-party strategies, and conducts regular account and manager reviews.

Michael Green is a financial advisor with TGA Capital Management in Plymouth, MA, holding a Series 63 designation and 31 years of industry experience. He has been associated with The Green Agency since 1987 and Michael D Green Insurance Associates since 1982. TGA Capital Management provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on strategic asset allocation with a fixed-income and dividend-driven core, supplemented by equities and ETFs, and offers coordinated tax, estate, and insurance planning through affiliated entities.

Kyle Johnston is a CFA charterholder with five years of industry experience. He has worked at 1620 Investment Advisors, Inc. since 2017 and previously spent one year at Cambridge Associates LLC. 1620 Investment Advisors is an SEC-registered firm managing approximately $196 million for individual and high-net-worth clients through a four-person team. The firm offers discretionary portfolio management, consulting, and retirement plan advisory services, combining quantitative screening with fundamental sector analysis to build customized portfolios.

William Benjes is a CFA charterholder with 22 years of experience in the financial industry. He has been with 1620 Investment Advisors, Inc. since 2004. 1620 Investment Advisors is an SEC-registered firm managing approximately $196 million for about 222 clients through a four-person team. The firm serves individual and high-net-worth clients with discretionary portfolio management and retirement plan advisory services, using a combination of quantitative screening and fundamental analysis to build customized portfolios.

Christopher Resendes is a financial advisor at Clarity Retirement & Wealth, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company for a combined seven years. Prior to his financial services career, he was employed by the Massachusetts Trial Court for 18 years. Clarity Retirement & Wealth, LLC provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-high-net-worth clients without a firmwide asset minimum. The firm uses tailored asset allocation through proprietary and third-party model portfolios, delegating trading and execution while retaining supervision and client servicing.

Christopher Rieger is a CFA® charterholder affiliated with 1620 Investment Advisors, Inc. in Plymouth, MA. He has experience at Berenberg Capital Markets and Rockefeller Capital Management, and has been with 1620 Investment Advisors since 2026. Christopher holds a Series 63 license. 1620 Investment Advisors manages approximately $241.6 million for about 239 clients, providing discretionary investment management, financial consulting, and retirement plan advisory services to a diverse client base including individuals, families, and institutions. The firm’s investment approach combines quantitative screening with fundamental and technical analysis, focusing on long-term portfolio construction with the flexibility for tactical reallocations.

Bruce Zaro is a financial advisor with Granite Wealth Management LLC in Plymouth, MA, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. His prior roles include positions at International Assets Investment Management, International Assets Advisory, Bolton Global Asset Management, and Bolton Global Capital. In addition to his advisory work, he is a licensed independent insurance agent. Granite Wealth Management is a small, state-registered advisory firm serving individual clients and small businesses with discretionary portfolio management, financial planning, and consulting services. The firm customizes portfolios using a combination of individual account management and third-party model strategies, with no required minimum account size and monthly client reporting.

Nolan Melo is a financial advisor at WH Cornerstone Investments Inc. with one year of industry experience and holds a Series 65 credential. Prior to joining WH Cornerstone Investments, he worked at ALCOR Scientific and held various roles at Providence College and Turner Construction Company. WH Cornerstone Investments Inc. provides financial planning, consulting, and investment and wealth management services to individuals and related accounts, including high net worth clients and institutional clients. The firm employs a holistic approach to develop individualized plans and uses a combination of mutual funds, ETFs, and individual securities, incorporating technical, cyclical, and fundamental analysis in portfolio management.

Thomas Condon is a financial advisor with Condon Wealth Management, Inc. in Plymouth, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Condon Wealth Management since 2008 and at Condon & Lapsley, LLC since 2013, where he also offers tax preparation and accounting services. Thomas is involved in financial planning and insurance sales alongside his advisory role. Condon Wealth Management serves individual investors, trusts, and small businesses, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of strategies including asset allocation and both fundamental and technical analysis, often placing clients into third-party managers and turnkey asset management programs.

Robert Pineau is a CFA® charterholder affiliated with Tyler Street Capital in Plymouth, MA, with seven years of industry experience. His prior roles include positions at Loft Line Partners and New World Advisors. Tyler Street Capital is a fee-only registered investment adviser serving individuals, businesses, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm allocates assets across equities, fixed income, mutual funds, ETFs, and may incorporate private investment funds and cryptocurrency exposure, focusing on a small number of clients with relatively large asset bases.

Todd Johnston is a financial advisor at 1620 Investment Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with 1620 Investment Advisors since 1999. 1620 Investment Advisors manages approximately $241.6 million for around 239 clients, offering discretionary investment management, financial consulting, and retirement plan advisory services. The firm serves individuals, families, trusts, estates, corporations, and charitable organizations, using a blend of quantitative screening and fundamental and technical analysis to develop portfolios with a generally long-term orientation.

John Williams III is a CFP® with 15 years of industry experience. He is a managing member and chief compliance officer at Clarity Retirement & Wealth, LLC and has held roles at firms including Purshe Kaplan Sterling Investments and Mass Mutual. Outside of finance, he is involved in buying and selling comic books online as a collector. Clarity Retirement & Wealth, LLC provides discretionary portfolio management and financial planning to a range of clients, including individuals, trusts, and charitable organizations, without a firmwide asset minimum. The firm uses a combination of proprietary and third-party model portfolios and delegates trading and execution to sub-advisers while maintaining supervision and client servicing.

William Harris is a CFP® with 28 years of experience in the financial industry. He has been with WH Cornerstone Investments Inc. since 1998. Harris is also a licensed insurance agent and may recommend certain insurance products on a commission basis. WH Cornerstone Investments Inc. provides financial planning, consulting, and investment management services to individuals, including high net worth clients, as well as pension plans, trusts, and business entities. The firm manages approximately $200 million on a discretionary basis and employs a client-focused approach that combines technical, cyclical, and fundamental analysis.

Matt developed a passion for the financial services industry as a client of the industry. His unique perspective of being a client is an essential part of Matt’s success, as he can easily see things from the client’s point of view. Matt received a bachelor’s degree in Civil Engineering from Rochester Institute of Technology. After spending the early part of his career as a Professional Engineer designing land development projects, Matt developed the calling to help others learn and develop the best practices around money that have benefited he and his family. His mission is to help his clients bring their futures into the present so they can make informed and educated decisions around their money. Outside the office, Matt spends much of his time with his daughter and wife. He is an active steward at Saint Sophia Greek Orthodox Church. Matt enjoys golf, biking, reading, and spending time with friends. “Give me six hours to chop down a tree and I will spend the first four sharpening the axe” – Abraham Lincoln

Raymond Morris is a financial advisor at High Pines Wealth Management LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments for eight years before joining High Pines in 2018. Morris is also a licensed insurance professional, dedicating a small portion of his time to this activity. High Pines Wealth Management provides comprehensive wealth management and financial planning services to individuals, trusts, estates, businesses, foundations, and endowments. The firm employs a long-term investment approach combining fundamental analysis with active and passive strategies across multiple asset classes.

Kimberly Swift is a financial advisor at Baldwin Wealth Partners, LLC with prior experience at Mercer from 2016 to 2025. She holds Series 65 and Series 63 licenses and has been with Baldwin Wealth Partners since 2025. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and pension plans. The firm employs a top-down macro framework combined with bottom-up fundamental research and a manager-of-managers approach, incorporating ESG factors and offering both discretionary and non-discretionary portfolio management.

Edward Dixon is a financial advisor at The L. Warner Companies, Inc with eight years of industry experience. He holds a Series 65 designation and has been associated with Dixon & Associates since 2003. In addition to his advisory role, Dixon is involved in insurance sales, dedicating approximately ten hours per week to this activity. The L. Warner Companies serves high-net-worth individuals, trusts, estates, retirement plans, corporations, non-profits, and other business entities by offering financial planning, investment management, and consulting services. The firm manages diversified portfolios with a multi-year investment horizon and employs an internal research team to support its investment decisions.

Katherine Kuntz is a CFA® charterholder with two years of industry experience, currently advising at Baldwin Wealth Partners, LLC. Prior to joining Baldwin Wealth Partners, she worked at Spiritless, Inc. and Apellis, Inc. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, and institutional investors. The firm’s investment approach integrates macroeconomic analysis with fundamental research and emphasizes ESG factors across multiple asset classes.

Michael Baldwin is a financial advisor with Baldwin Wealth Partners, LLC, where he has worked since 2022. He holds over 32 years of industry experience, including his prior tenure at Baldwin Brothers, LLC dating back to 1974. Baldwin serves as a board trustee at The Biomed Center and is a board member of the Marion Institute, where he participates in fundraising and audit committee activities. Baldwin Wealth Partners provides financial planning and investment management services to individuals, trusts, estates, charitable organizations, and institutional clients. The firm employs a combination of macroeconomic and fundamental research in its investment process, manages approximately $2.33 billion in client assets, and is active in advising private pooled investment vehicles and funds.

John Cooney is a CFP® with nine years of industry experience, currently serving at Great Oak Capital Partners, LLC. His prior roles include six years at Green and Gold Financial Planning and ten years with EMC. He is also a Civil Affairs Officer in the United States Army Reserve. Additionally, Cooney is involved in tax preparation and consulting through Great Oak Tax Planning, Inc. Great Oak Capital Partners serves individuals, high-net-worth clients, trusts, estates, and retirement plans with wealth management, portfolio management, financial planning, and retirement-plan advisory services. The firm employs an evidence-based investment approach focusing on low costs, diversification, and factor integration, using primarily institutional mutual funds and ETFs.