If you spend any time with Brandon, you will likely hear him say, “I believe that God put me on this earth to serve business owners & entrepreneurs.” Operating under a conviction that small businesses drive our economy, he brings passion and dedication to helping people be the best version of themselves and to run their businesses at the highest possible level. Of course, he will define the term entrepreneur a little more broadly than most – choosing to include those who have employers but have the mindset of the entrepreneur (a.k.a “intrapreneur”). His experience at Deloitte as well as his time starting, managing, and selling a business in the energy sector before joining the financial services industry, makes Brandon an insider to this community and uniquely positions him to provide insight and expertise to business owners. Acknowledging that not everyone will own a business, Brandon encourages people to take ownership of whatever role they are in to create opportunities for their careers, their finances, and ultimately, their families. Brandon believes that everyone has the capacity to live a life of significance and meaning. With Brandon, family always comes first. His most important roles are as a husband to his wife, Kelly, and as a father to Jake (age 15), Anna (age 13) and Luke (age 8). Brandon, a resident of Duxbury, MA, can often be found volunteering on the baseball field or the soccer field. Brandon is very active in his congregation at New Hope Chapel (Norwell), is an avid golfer, and is a fan of the University of Georgia Bulldogs. Keep an eye out for the UGA flag flying prominently at Duxbury Beach.

Cody Wright 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 Mass General Brigham and Massachusetts General Hospital. WH Cornerstone Investments Inc. provides financial planning, consulting, and investment management services to a variety of clients, including high net worth individuals and institutional accounts. The firm emphasizes a holistic and individualized approach to client relationships and uses a combination of mutual funds, ETFs, and individual securities in portfolio construction.

John Zaro is a financial advisor at Granite Wealth Management LLC in Plymouth, MA, with eight years of industry experience. He holds a Series 66 designation and previously worked at International Assets Advisory, LLC and International Assets Investment Management. Zaro served in the United States Marine Corps for 12 years before entering the financial industry. Granite Wealth Management is a small, state-registered advisory firm that serves individual clients, business entities, and charitable organizations through personalized investment management, financial planning, and consulting. The firm employs a multi-method investment process incorporating fundamental, technical, bottom-up, and top-down analysis, with no account minimums and a client roster weighted toward non-high-net-worth individuals.

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.

Jason Clary is a financial advisor with Clary Financial, Inc. He holds Series 63 and Series 65 credentials and has 19 years of industry experience. He has been with Clary Financial since 2014 and has a background that includes roles at Clary Investment and Insurance Planning Corp., MML Investor Services, Inc., and MassMutual Life Insurance Company. Clary Financial, Inc. is an independent registered investment adviser serving individuals, trusts, retirement plans, and corporations. The firm manages approximately $92.9 million in assets with a client base of 439, using a long-term, fundamental-analysis approach focused on no-load mutual funds and ETFs.

Kyle Johnston is a CFA® charterholder at 1620 Investment Advisors, Inc. with six years of industry experience. He previously worked at Cambridge Associates LLC for one year before joining 1620 Investment Advisors, where he has been since 2017. 1620 Investment Advisors provides discretionary investment management and advisory services to individuals, families, trusts, estates, retirement plans, corporations, and charitable organizations. The firm uses a combination of quantitative screening and sector-level fundamental analysis to build balanced or fixed-income focused portfolios, and it offers retirement-plan fiduciary services as well as research and sub-advisory services to other financial firms.

William Benjes Jr. is a CFA charterholder with 23 years of industry experience. He has been with 1620 Investment Advisors, Inc. since 2004 and previously worked at Delta Financial Management Corp from 2002 to 2004. 1620 Investment Advisors, Inc. provides discretionary investment management and advisory services to individuals, families, trusts, retirement plans, corporations, and charitable organizations. The firm uses a combination of quantitative screening and fundamental analysis to manage portfolios with a long-term orientation, supporting a range of investment strategies including balanced and fixed-income approaches.

Christopher Rieger is a CFA® charterholder affiliated with 1620 Investment Advisors, Inc. in Plymouth, MA. He has prior experience at Rockefeller Capital Management and Berenberg Capital Markets. 1620 Investment Advisors provides discretionary investment management and advisory services to individuals, families, trusts, retirement plans, corporations, and charitable organizations. The firm employs a combination of quantitative screening and fundamental analysis to construct portfolios, offering formal retirement-plan fiduciary services and research and sub-advisory services to other firms.

Richard Sentnor is a financial advisor at Advisory Resource Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Advisory Resource Group and LPL Financial since 2015. Outside of advisory services, he is involved in non-variable insurance sales, including disability, fixed annuities, life, and long-term care insurance. Advisory Resource Group, LLC provides financial planning and consulting to individuals, high-net-worth clients, and businesses, focusing on written plans and ad-hoc consultations rather than ongoing discretionary investment management. The firm typically offers engagements on an hourly or fixed-fee basis and supports implementation through affiliated broker-dealer and insurance channels.

Bruce Zaro is a financial advisor at Granite Wealth Management LLC in Plymouth, MA, holding Series 63, 65, and 66 designations with 41 years of industry experience. His prior work includes roles at International Assets Investment Management, Bolton Global Asset Management, and Diamond Brothers Realty Trust. Outside of advisory services, Bruce is licensed as an independent insurance agent. Granite Wealth Management is a small, state-registered advisory firm serving individual clients, business entities, and charitable organizations. The firm offers personalized investment management and financial planning with a tailored investment process and no account minimums, managing approximately $87 million across discretionary and non-discretionary engagements.

William Sempolinski is a CFP® and ChFC® with 32 years of industry experience, currently serving as an advisor at Five Corners Financial Services in Easton, MA. He previously worked at Commonwealth Financial Network for 27 years before establishing his current practice. In addition to his advisory role, he owns a tax and accounting business and serves as treasurer and board member for the Quincy Animal Shelter. Five Corners Financial Services provides discretionary wealth management and financial planning primarily for individuals, high net worth clients, trusts, and estates. The firm manages approximately $292 million across about 290 accounts, using a blend of exchange-traded funds, low-cost mutual funds, and selective individual securities, employing fundamental, technical, cyclical, and charting analyses in portfolio construction.

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. in Plymouth, MA, with 24 years of industry experience. He has been with 1620 Investment Advisors since 1999 and holds Series 63 and Series 65 designations. 1620 Investment Advisors provides discretionary investment management and advisory services to individuals, families, trusts, estates, retirement plans, corporations, and charitable organizations. The firm employs a disciplined investment process combining quantitative screening and sector-level fundamental analysis, offering both balanced and fixed-income strategies with a long-term orientation.

John Lavasseur is a Series 66-licensed financial advisor with Four years of industry experience. He has worked at Commonwealth Financial Network and Ss&C before joining Five Corners Financial Services, where he currently practices. Outside of his advisory role, he is involved with tax preparation services through a related business. Five Corners Financial Services provides discretionary wealth management and financial planning for individuals, high net worth clients, trusts, and estates. The firm manages approximately $292 million in assets, using a mix of ETFs, low-cost mutual funds, and selective individual securities guided by various analytical methods.

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.