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.

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.

Steven Carlson is a financial advisor at B.B. Graham & Company, Inc. with 34 years of industry experience. He previously worked at Carlson Financial and Crown Capital Securities. Outside of financial advising, he is also a licensed real estate agent involved in real estate sales. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, often utilizing third-party asset managers.

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.

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.

Philip Nehro is a CFP® professional with 20 years of industry experience, currently with Empirical Asset Management, LLC. His prior experience includes 17 years at First National Advisors LLC and a year at Virtue Capital Management, LLC. Outside of his advisory role, he serves as a board member for the Thomas More Center for Prayer and as president of the board for the Falmouth Preservation Alliance. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using proprietary methodologies and a variety of model strategies constructed from low-cost ETFs, mutual funds, and selected securities.

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.

Richard Seeley is a CFP® and holds a Series 65 license with 22 years of industry experience. He has been with Pinney & Scofield, Inc. since 2013. The firm provides investment management and financial planning services to individuals, families, trusts, and charitable organizations, serving both non‑HNW and high‑net‑worth clients on a fee‑only, primarily discretionary basis. Pinney & Scofield employs a long‑term, efficient‑markets approach with broadly diversified portfolios that include index and factor mutual funds and ETFs, emphasizing periodic rebalancing over market timing.

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.

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.

Todd Pfleger is a financial advisor with Advisory Services Network, holding the PFS™ designation and 26 years of industry experience. He has been with Advisory Services Network since 2021 and previously operated Todd Pfleger Financial Services for 21 years. Outside of advising, he provides tax preparation services on a limited basis. Advisory Services Network offers investment advisory and planning services to individuals, families, and institutions through a network of independent advisors. The firm employs a variety of investment strategies tailored to client objectives and manages over $10 billion in discretionary assets across its platform.

Barry Paster is a financial advisor at Waverly Advisors, LLC with 32 years of industry experience. He holds the Series 65 designation and previously worked at Bridge Creek Capital Management LLC for 19 years. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm manages portfolios using a blend of traditional equity and fixed-income strategies alongside alternative and private-markets allocations, and provides investment management, financial planning, retirement plan consulting, and multi-family office services.

Robert Barry Jr. is a financial advisor at Founders Financial Securities LLC with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Barry has worked at Barry and Campagna Financial Services, Inc. and Founders Financial Securities since 2013. Outside of his advisory role, he is involved in the sale and review of personal and commercial property and casualty insurance products. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and insurance services, utilizing a variety of advisory platforms and third-party asset managers.

Alexander Dolle is a CFA® charterholder with 11 years of industry experience. He is currently with Waverly Advisors, LLC and previously worked for Northwest Investment Counselors, LLC and Wealth Enhancement Advisory Services. He serves as an alternate member of the Zoning Board of Appeals for the Town of Eastham, Massachusetts. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates 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.

David McPherson is a CFP® with 19 years of industry experience. He joined F.L. Putnam Investment Management Company in 2024 after 18 years at Four Ponds Financial Planning LLC. F.L. Putnam serves a diverse client base including individuals, institutions, foundations, and endowments, offering customized investment management and consulting solutions. The firm combines internally managed strategies and third-party managers within a strategic asset allocation framework, with specialized offerings such as Optimized Indexing and tax-aware fixed income.

Courtney Bridge is a financial advisor at Moors & Cabot, Inc. with seven years of industry experience. She has been with Moors & Cabot since 2018 and previously worked in healthcare from 2016 to 2018. Outside of her advisory role, she is a co-owner of a boutique clothing store and serves as a board member for the Bluecoats of Barnstable. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a combination of analytic approaches and offers discretionary and non-discretionary portfolio management alongside fee-based financial planning and consulting services.

Norman Barrett III is a financial advisor at Aegis Capital Corp. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing Services LLC and UBS Financial Services Inc. Outside of advising, he manages a rental property in West Barnstable, MA. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and managed account programs. The firm provides both discretionary and non-discretionary account options and supports trade execution, clearing, custody, and reporting services.