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.

Lisa Graham is a Series 65-licensed advisor at Dana R. Norman with over 22 years of experience at Norman, Graham & DiGangi PC, a CPA firm where she serves as a shareholder with administrative duties including tax and financial statement preparation, bookkeeping, and scheduling. She has been with Dana R. Norman since 2025. Dana R. Norman provides discretionary, individually tailored portfolio management and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $103.9 million in client assets and integrates fundamental, mutual fund/ETF, technical, and cyclical analysis in portfolio construction.

Dennis O'Keefe is a CFP® with 21 years of industry experience and has been the sole advisor at Successful Money Strategies Inc since 1993. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he also receives residual insurance commissions and acts as an insurance agent, facilitating client contact with insurance companies. Successful Money Strategies, Inc. provides financial planning and discretionary investment management primarily to individuals, including high net worth clients, as well as a limited number of charities, trusts, and small businesses. The firm employs custom asset-allocation models, focusing on no-load mutual funds, Treasury bonds, and negotiable CDs, with trading occurring approximately 2–3 times per year.

Nolan Melo is a financial advisor at WH Cornerstone Investments Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at ALCOR Scientific and Turner Construction Company. WH Cornerstone Investments serves individuals, including high net worth clients, as well as trusts, estates, retirement plans, and business entities, providing financial planning, consulting, and investment and wealth management services. The firm manages approximately $181 million in client assets and employs a holistic planning process combined with fundamental, technical, and cyclical analysis to develop customized investment strategies.

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. in Plymouth, MA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with 1620 Investment Advisors since 1999. 1620 Investment Advisors is an SEC-registered firm managing approximately $196 million for about 222 clients through a four-person team. The firm provides discretionary portfolio management and consulting services to individual and high-net-worth clients, using a combination of quantitative screening and fundamental analysis to build customized portfolios focused on balanced or fixed income strategies.

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® professional with 28 years of industry experience, currently serving at WH Cornerstone Investments Inc. since 1998. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent, able to recommend insurance products on a commission basis. WH Cornerstone Investments provides financial planning, consulting, and investment and wealth management services to individuals, trusts, estates, pension, and corporate clients. The firm manages approximately $200 million in discretionary assets and offers both discretionary and non-discretionary portfolio management, with a focus on customized, adaptable plans and regular account reviews.

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.

Dana Norman is a financial advisor with Dana R. Norman, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously owned and continues to work part-time as a CPA at an accounting firm she founded, Norman, Graham & DiGangi. Her firm provides discretionary, individualized portfolio management and retirement-plan services to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines fundamental, mutual fund/ETF, and technical/cyclical analysis to develop client-specific policies, with portfolio management tailored to clients’ objectives and ongoing review based on market events and client circumstances.

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.

Connor Russ is a CFP® and Series 66-registered financial advisor with Bristol Wealth Group, bringing four years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and Bristol County Savings Bank. Outside of finance, he referees youth and high school football games as a football official with the Southeastern MA Football Officials Association. Bristol Wealth Group is a six-advisor team managing nearly $1 billion in discretionary assets, serving individuals, trusts, pension plans, and charitable organizations. The firm provides comprehensive financial planning and portfolio management using fundamental analysis with portfolios tailored to client objectives and risk tolerance.

Dean Larabee is a financial advisor with Bristol Wealth Group in Taunton, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior experience includes roles at Raymond James Financial Services Advisors, Inc. and Ricciardi Financial Group. He serves as chairperson of the Berkley Public Library Building Committee, a nonprofit organization. Bristol Wealth Group provides financial planning and discretionary wealth and portfolio management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $876 million in discretionary client assets and builds portfolios using fundamental analysis tailored to individual investment policies.

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 Prys is a CFA® charterholder with three years of industry experience. He has worked at Baldwin Wealth Partners, LLC since 2025 and previously was with ZCM, Inc. from 2016 to 2024. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, and pension plans. The firm employs a combination of top-down macro analysis and bottom-up fundamental research, offering both discretionary and non-discretionary portfolio management while incorporating ESG factors in its investment process.

Andrew Mcintire is a CFA® charterholder with 15 years of industry experience. He is currently with Baldwin Wealth Partners, LLC, where he has worked since 2022. Prior to that, he has been associated with American Research and Management since 1998. Baldwin Wealth Partners advises individuals, high-net-worth clients, trusts, pensions, charitable organizations, corporations, and pooled investment vehicles. The firm combines a top-down macro framework with bottom-up fundamental research and tailored asset allocation models, managing approximately $2.5 billion as of the end of 2024.

Louis Ricciardi is a financial advisor at Bristol Wealth Group with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial Services Advisors and Private Client Services. Ricciardi serves on several nonprofit boards, including the Boys & Girls Club of Metro South, Bridgewater State University Foundation, Massachusetts Maritime Academy Foundation, and the Ricciardi College of Business Advisory Board, and he is president of the Taunton Development Corporation board. Bristol Wealth Group provides financial planning and discretionary portfolio management for individuals, trusts, estates, and institutional clients. The firm manages approximately $876 million in discretionary assets, employs fundamental analysis to build tailored portfolios, and operates as a fiduciary with a structure linked to a regional savings bank.