Jim Gibbons is a financial advisor at High Pines Wealth Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Strategic Advisers, Inc. and Fidelity Brokerage Services, Inc. He also spends time involved in non-variable insurance activities unrelated to investment management. High Pines Wealth Management offers comprehensive wealth management and financial planning services to individuals, trusts, estates, businesses, foundations, and endowments. The firm employs a long-term investment approach using a mix of mutual funds, ETFs, individual stocks, and bonds, managing approximately $159 million in client assets.

Amir Alamir is a financial advisor at Holmes Investment Management, Inc. He holds a Series 65 designation and has been with the firm since 2024. His prior experience includes roles as a quantitative analyst and positions at Boston University and Sharif University of Technology. Holmes Investment Management serves individuals, trusts, estates, charitable organizations, and other business entities, offering both discretionary and non-discretionary portfolio management and financial planning services. The firm combines factor-based equity model portfolios with individualized asset allocation and employs advanced trading techniques such as margin borrowing, short sales, options strategies, and derivatives for approved clients.

Paula Harris is a financial advisor at WH Cornerstone Investments Inc. with 18 years of industry experience. She holds a Series 65 designation and has been with W. H. Cornerstone Investments, LLC since 2003. Outside of her advisory role, she owns Rise Up Success Training, a company that provides seminars and workshops focused on personal and professional development. WH Cornerstone Investments Inc. offers financial planning, consulting, and investment management services to individuals and related accounts, including high net worth clients and various types of trusts and business entities. The firm employs a comprehensive, individualized approach to portfolio construction and provides educational seminars on personal finance and investments as part of its regular client outreach.

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.

Ilda O'Brien is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Delta Wealth Management, LLC since 2016. Based in Hanover, MA, she is part of a two-advisor team at the firm. Delta Wealth Management primarily serves high-net-worth individuals, trusts, estates, retirement accounts, charitable organizations, and corporations, offering fee-based investment management, financial planning, and consulting. The firm utilizes a fundamental analysis and long-term asset allocation approach, combining internally selected equities and fixed-income instruments with third-party asset managers, and manages client relationships through master household agreements and multiple sub-accounts.

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.

Casey Phinney is a financial advisor at Generous Wealth Management with a Series 65 designation and one year of industry experience. Prior to advisory work, Casey held roles at Ss&C, College Aid Pro, and Island Creek Oyster Farm. Generous Wealth Management serves individuals, charitable organizations, and businesses, providing discretionary investment management, multi-level financial planning, retirement plan advisory, and fee-based annuity services. The firm’s investment approach utilizes strategic asset allocation based on modern portfolio theory with tactical adjustments and frequently employs outside managers and separately managed accounts.

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.

During my career, I have had the opportunity to work with a full spectrum of clients, including those opening their first retirement accounts to those on top of the Forbes wealthiest list and their family offices. A family office is one that a wealthy family hires as the necessary professionals to handle their wealth management as full-time employees working solely for their family. Each wealthy family has a dedicated CEO who runs their entire office and encompasses subject matter expertise in numerous areas. Family offices are usually reserved for people with an excess of $100 million because of the cost to create and maintain them. Every member of the office collaborates to ensure the family’s goals are achieved. My time working with the world’s wealthiest and supporting their family offices has created a desire to emulate this model for all by collaborating with your existing team of professionals. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant®, and Enrolled Agent with the IRS I focus on bringing the collaborative planning delivered by Family Offices to the clients who work with our team. This means collaborating with the existing professionals in their lives to cover all aspects of their comprehensive planning needs. This may include details associated with asset allocation, investment research, portfolio manager selection, real estate investment analysis, business planning, estate planning, tax planning, risk management and retirement planning. I cherish the trust and confidence that clients place in me to provide guidance along the path toward financial independence. After 17 years in the industry, I have come to realize that building relationships with clients and their team of professionals allows us to be a resource for them to pursue financial success and, in turn, provide me with the greatest satisfaction.

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.

Timothy Withers is a ChFC® credentialed financial advisor with 39 years of industry experience. He is the owner and president of Twin Gryphon Advisors LLC and has held prior roles at Purshe Kaplan Sterling Investments, Kestra Advisory, Kestra Investment Services, and Wellspring Financial Advisors. Outside of his advisory work, he serves on the board of the Historic Winslow House Association and is a trustee for several trusts. Twin Gryphon Advisors offers investment advisory and financial planning services to individuals, trusts, estates, small businesses, and retirement plans, including a private pooled investment vehicle. The firm provides customized portfolio management using a range of securities and serves in fiduciary roles such as ERISA retirement plan oversight.

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.