Carie Carney is a financial advisor with Lenk Ladner Investment Solutions LLC, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. She has worked at Lenk Ladner Investment Solutions since 2010 and previously at Merrill from 2002 to 2008. Lenk Ladner Investment Solutions is a fee-only investment adviser serving 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, sustainable earnings growth, and dividend growth, with portfolios that are research-driven, tax-conscious, and tailored to client objectives and risk profiles.

David Carpenter is a financial advisor at Perennial Advisors Group, LLC with 27 years of industry experience. He has been with Perennial Advisors Group since 1998. Perennial Advisors Group serves individuals, including high-net-worth clients, trusts, estates, and charitable organizations, providing fee-only wealth management, discretionary investment management, and financial planning. The firm manages approximately $397 million in discretionary client assets and emphasizes a long-term, primarily passive investment approach combined with fundamental analysis and personalized portfolio construction.

Laura Sirhal is a financial advisor at Washington Financial Group, Inc. with four years of industry experience. She holds a Series 65 designation and has worked at firms including Kranz Consulting, Inc., where she provides fund accounting and third-party fund administration services in the venture capital sector. Washington Financial Group serves individual clients, high-net-worth individuals, and trust accounts, offering portfolio management, financial and estate planning, and access to in-house portfolios and money managers. The firm’s investment approach includes a risk tolerance analysis that drives dynamic asset allocation, utilizing mutual funds and third-party managers selected through due diligence platforms such as Envestnet and Schwab Institutional.

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® professional with one year of experience at Beacon Financial Planning, Inc. He previously worked at Redfin and Cape Cod 5 and has a background that includes coaching youth sailing through a nonprofit sailing center. 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 emphasizes a long-term investment approach grounded in fundamental analysis and Modern Portfolio Theory, using diversified mutual funds, ETFs, and other securities.

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.

Jane Bourette is a financial advisor with Motiv8 Investments LLC, holding a Series 65 designation and 17 years of industry experience. She has worked at Motiv8 Investments since 2023 and previously held roles at Coast to Coast Financial Planning, Jwkodak Capital Management, and Kovack Advisors. Ms. Bourette is independently licensed to sell insurance and annuity products and is also a licensed real estate salesperson for referrals. Motiv8 Investments LLC provides portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm customizes investment advice based on client goals and risk tolerance, utilizing a range of asset classes and continuous account monitoring, and features operational practices such as multiple office locations and participation in institutional custodial programs.

Mark Sperry is a financial advisor at Wellington Shields & Co., LLC with 40 years of industry experience. He has been with Wellington Shields since 2009 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he serves as a portfolio manager at Wellington Shields Capital Management. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships, employing a variety of investment methods and offering both advisory and brokerage account options.

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.

Barbara Reed is an investment advisor with Flagship Wealth Advisors, LLC, holding a Series 66 designation and bringing 15 years of industry experience. She has worked at OSAIC since 2010 and has operated Reed Financial Group since 2009. Outside of her advisory role, Reed serves as a board member of The Chatham Music Club, a nonprofit organization that promotes classical music performances and provides scholarships for students. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans by offering 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 a comprehensive investment approach incorporating both advisor-managed and model portfolios.

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.