Carie Carney is a financial advisor at Lenk Ladner Investment Solutions LLC with 18 years of industry experience. She holds the Series 65 and Series 66 credentials and has been with Lenk Ladner since 2010. Lenk Ladner Investment Solutions is a fee-only firm managing approximately $337 million in assets for individuals, high-net-worth households, retirement accounts, trusts, estates, and charitable organizations. The firm employs a conservative, long-term investment strategy focused on total return through research-driven, tax-conscious portfolios emphasizing sustainable earnings and dividend growth.

Maureen Brosnan is a financial advisor at Roman Retirement Planning, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Successful Wealth Strategies and Accenture. Outside of her advisory role, she provides money coaching services through Brosnan Wealth Management. Roman Retirement Planning serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, comprehensive financial planning, and pension consulting. The firm employs a mix of investment analysis methods and uses third-party managers to tailor portfolios to clients’ goals and risk tolerances.

Laura Sirhal is a financial advisor with Washington Financial Group, Inc. holding a Series 65 designation and over three years of industry experience. She has previously worked at Kranz Consulting, Inc., providing fund accounting and financial administration services for venture capital clients. Washington Financial Group provides advisory services to individuals, high-net-worth clients, and trusts, offering portfolio management, financial and estate planning, and access to in-house portfolios and third-party money managers. The firm uses a risk tolerance-based, dynamic asset allocation approach and incorporates both discretionary portfolio management and commissionable insurance and fund products.

Thiago Reis is a financial advisor at Blue Jean Financial LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Investment Management Inc. and Thrivent Financial. Outside of his advisory role, Reis serves as Senior Pastor at the Church of the Redeemer, where he prepares and delivers sermons and leads bible study groups. Blue Jean Financial LLC provides discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm’s team of seven manages approximately $95 million across diverse client relationships, employing a customized, long-term investment approach that incorporates both fundamental and technical analysis.

Bernard Nugent Jr. is a financial advisor with Trust Advisory Group Ltd, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at StoneX Securities Inc since 2024 and has been with Trust Advisory Group Ltd since 2010. Outside of his advisory role, he is the sole owner and president of Investment Securities Group, which provides an office location for his work as a StoneX Advisor. Trust Advisory Group Ltd offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals and institutional retirement plan sponsors. The firm employs a variety of investment programs, including proprietary model portfolios and third-party money managers, and is affiliated with StoneX Group, providing access to futures and commodity markets infrastructure.

Katherine Dimascolo is a financial advisor at Beacon Financial Planning, Inc. with 16 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 12 years and at Osaic Institutions, Inc. for 3 years. She holds the Series 63 and Series 66 designations. Beacon Financial Planning, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations through a seven-advisor team managing approximately $397 million. The firm offers wealth management and financial planning services with a long-term investment approach grounded in fundamental analysis and Modern Portfolio Theory.

Caden Buckley is a CFP® at Beacon Financial Planning, Inc. with one year of experience in financial advising. Prior to joining Beacon, he worked in various roles including real estate and banking, and he has coached youth sailing at Sail Newport. Beacon Financial Planning serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with a team of seven advisors managing approximately $397 million. The firm focuses on long-term investment strategies based on fundamental analysis and Modern Portfolio Theory, utilizing diversified portfolios mainly composed of mutual funds and ETFs.

William Lord is a CFA® charterholder with 18 years of industry experience. He has been with Pearson Financial Services since 2007 and also serves as an estate administrator at the Law Office of Kathleen Fowler. Pearson Financial Services is a team-based registered investment adviser managing approximately $885 million for about 500 clients, including high-net-worth individuals and families. The firm employs a customized, consultative approach to asset allocation and portfolio management, integrating retirement, tax, and estate planning in its wealth management services.

Bryan Bastoni is a CFP® professional with 24 years of experience in the financial industry. He has worked at Purshe Kaplan Sterling Investments since 2005 and Pearson Financial Services since 1999. Bastoni holds a Series 66 license and is based in Dennis, MA. Pearson Financial Services is a team-based registered investment adviser managing approximately $885 million for around 500 clients, including high-net-worth individuals and families. The firm provides non-discretionary asset allocation and portfolio management alongside retirement, tax, and estate planning through a consultative, customized approach.

Joshua Coffey is a financial advisor at Beacon Financial Planning, Inc. in Hyannis, MA. He holds a Series 65 designation and has been in the industry since 2024, with prior experience at Northwestern Mutual Investment Services LLC and Cape Cod Five. Outside of finance, he owns 617 Supply, a clothing brand focused on design and manufacturing. Beacon Financial Planning serves individuals, high-net-worth clients, trusts, estates, and charitable organizations through a seven-advisor team managing approximately $397 million. The firm employs a long-term investment approach based on fundamental analysis and Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, and other securities.

Coral Murphy is a financial advisor at Pearson Financial Services with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Pearson Financial Services since 1996, including in an operations management role. The firm is a team-based registered investment adviser managing approximately $885 million for about 500 clients, primarily individuals and families, including high-net-worth clients. Pearson Financial Services offers non-discretionary asset allocation and portfolio management combined with retirement, tax, and estate planning through a consultative process focused on long-term, customized allocations.

Kathleen Fowler is a Series 65 credentialed financial advisor with 20 years of industry experience. She has been with Pearson Financial Services since 2006 and also operates the Law Offices of Kathleen Fowler, where she has worked for 27 years. Pearson Financial Services is a team-based registered investment adviser managing approximately $885 million for around 500 clients, including high-net-worth individuals and families. The firm provides non-discretionary portfolio management alongside retirement, tax, and estate planning through a customized, consultative approach that emphasizes long-term, client-approved investment strategies.

Marco Farina is a financial advisor at Beacon Financial Planning, Inc. with two years of industry experience. He holds a Series 65 credential and has previously worked at WestView Investment Advisors and Exencial Wealth Advisors, as well as in academic roles at the University of Vermont and Stonehill College. Beacon Financial Planning serves individuals, high-net-worth clients, trusts, estates, and charitable organizations through a seven-advisor team managing approximately $397 million. The firm’s investment approach emphasizes long-term strategies grounded in fundamental analysis and Modern Portfolio Theory, using diversified mutual funds, ETFs, individual securities, and sub-advisors when appropriate.

Kelli Grew is a Certified Financial Planner™ with 13 years of industry experience. She is currently with Beacon Financial Planning, Inc., where she has worked since 2019, following seven years at Highsight, LLC dba AAFCPAs Wealth Management. Beacon Financial Planning serves individuals, high-net-worth clients, trusts, estates, and charitable organizations through a seven-advisor team managing approximately $397 million. The firm focuses on long-term investment strategies based on fundamental analysis and Modern Portfolio Theory, offering a range of wealth management and financial planning services.

Brendan Reardon is a financial advisor at Rose Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Russell Investments and Russell Implementation Services Inc. He serves as an informal advisor to Beeken Biomedical and sits on the board of Black Dog Enterprises, a specialty apparel and foodservice company. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a bottom-up fundamental analysis approach combined with technical indicators and manages private fund-of-funds alongside traditional accounts.

Kathleen Kane is a financial advisor at Beacon Financial Planning, Inc. in Hyannis, MA, with 7 years of industry experience. She holds the Series 65 designation and has been with Beacon since 2014. Beacon Financial Planning serves individuals, high-net-worth clients, trusts, estates, and charitable organizations through a seven-advisor team managing approximately $397 million for around 316 clients. The firm follows a long-term investment approach based on fundamental analysis and Modern Portfolio Theory, using diversified mutual funds, ETFs, individual securities, and sub-advisors as appropriate.

Christopher Dupee is a financial advisor at Pearson Financial Services with 23 years of industry experience. He holds the Series 66 designation and has worked at Pearson Financial since 2009. In addition to his advisory role, he is a certified public accountant providing accounting and tax services. Pearson Financial Services is a team-based registered investment adviser managing approximately $885 million for about 500 clients, including high-net-worth individuals and families. The firm offers non-discretionary asset allocation, portfolio management, and integrated retirement, tax, and estate planning through a customized, consultative process.

Debra Coccoro is a financial advisor with Pearson Financial Services in Dennis, MA, holding 11 years of industry experience. She has operated the Law Office of Debra Coccoro since 2016. Pearson Financial Services is a team-based registered investment adviser managing approximately $885 million for around 500 clients, serving individuals and families including high-net-worth clients. The firm offers non-discretionary asset allocation, portfolio management, and integrated retirement, tax, and estate planning through a customized, consultative process.

William Bessette is a financial advisor with CL Wealth Management LLC in Hyannis, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at CL Wealth Management since 2011 and is also associated with Cabot Lodge Securities and Strategic Associates. Outside of advisory work, he assists in a family business, Nantucket Basketworks of Cape Cod. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies through a combination of fundamental and technical analysis and managing a significant portion of assets on a non-discretionary basis.

Lisa Bracken is a financial advisor at Waverly Advisors, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at Bridge Creek Capital Management LLC, Household, and the Town of Bellingham. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and multi-family office services.