Peter Bernardi is the sole advisor at New Century Investment Management, L.L.C., an independent firm based in Hanover, MA. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Since 2004, he has been affiliated with both New Century Investment Management and LPL Financial. Outside of his advisory work, he serves as assistant treasurer and treasurer for the South River Beach Club, a nonprofit organization. New Century Investment Management provides pension consulting services to plan sponsors, trustees, businesses, and charitable organizations. The firm focuses on investment policy guidance, mutual fund selection, monitoring, performance reporting, and participant education without managing individual client assets or offering retail portfolio management.

Stephen Colella is the sole advisor at Snug Harbor Capital Management, LLC, an independent firm based in Marshfield, MA. He holds Series 63, 65, and 66 licenses and has 23 years of industry experience, having led Snug Harbor since 2005. Snug Harbor Capital Management provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, corporations, and other business entities. The firm constructs individualized portfolios using a range of securities and may recommend active option strategies, private placement investments for accredited investors, and manages allocations within variable annuity and employer-sponsored retirement plans.

Jingsong Xu is the principal advisor at Growth Vision Asset Management LLC, an independent firm based in Sharon, MA. He holds a Series 65 designation and has 11 years of industry experience. Since founding Growth Vision Asset Management in 2013, he has focused on managing portfolios specializing in small- and mid-cap biotechnology equities. Growth Vision Asset Management provides discretionary portfolio management to qualified clients, including high-net-worth individuals, investment clubs, and institutional investors such as fund-of-funds and family offices. The firm employs a fundamental-analysis-driven strategy with long-term positions, low turnover, and no use of derivatives or short sales.

Brian McGivern is a financial advisor with Stonestreet Financial, Inc., holding a Series 66 designation and 18 years of industry experience. Prior to joining Stonestreet Financial in 2017, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. He is also president of CFO Strategies Inc., which provides QuickBooks training, and serves as a business development consultant and accountant for Brenda J. McGivern, P.C., a CPA firm. Stonestreet Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting services. The firm utilizes a goals-based investment process with both discretionary and non-discretionary arrangements, and it has a focus on pension consulting and employer plans.

Stephen Gorman is the principal advisor at Gorman Financial Management in Hingham, MA, with 32 years of industry experience. He has served at his firm since 1992. Gorman Financial Management provides fee-only comprehensive personal financial planning, investment monitoring, and financial consulting for individual clients and families. The firm focuses on a Modern Portfolio Theory approach using pooled investment vehicles and does not accept discretionary authority over client accounts.

John Sardoni is a financial advisor at Generous Wealth Management with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Financial Gravity Family Office Services and HD Vest Investment Services. Outside of advisory work, Sardoni owns Profiscal Solutions LLC, a tax preparation and accounting services firm. Generous Wealth Management serves individuals, high-net-worth clients, charitable organizations, and businesses, providing discretionary investment management, multi-level financial planning, retirement plan advisory, and fee-based annuity services. The firm employs a strategic asset allocation approach based on modern portfolio theory and integrates outside managers and alternative investments as part of its portfolio solutions.

Robert Clary is the sole advisor at Clary Financial, Inc., an independent registered investment adviser. He holds Series 63 and Series 65 credentials and has 48 years of industry experience. Clary has worked at McNeish, Delorey Inc. and North Easton Savings Bank, where he also serves as a director. He is involved in an insurance planning business providing life, disability, and health coverage. Clary Financial, Inc. offers retirement and financial planning along with discretionary portfolio management to individuals, trusts, retirement plans, and corporations. The firm manages approximately $92.9 million in assets for 439 clients, using a long-term, fundamental-analysis approach focused on no-load mutual funds and ETFs.

Akhil Shah is an advisor at Holmes Investment Management, Inc. with a Series 65 designation. He has been with Holmes Investment Management since 2023. Prior to his current role, Akhil’s background includes positions at Boston University, Bansal Infraprojects Private Limited, Atharva Real Infra Pvt. Ltd., Avenues Payments Ltd., Angel One Pvt., and studies at the London School of Economics. Holmes Investment Management provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines individualized asset-allocation advice with factor-based equity model portfolios and employs advanced trading techniques such as margin borrowing, short sales, options strategies, and derivatives for approved clients.

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 Series 65–licensed advisor with 17 years of industry experience. She has been with WH Cornerstone Investments LLC since 2003. Outside of her advisory role, she owns Rise Up Success Training, a company that provides seminars, workshops, and retreats focused on success and empowerment. WH Cornerstone Investments serves individuals, including high net worth clients, and related accounts such as trusts and retirement plans, offering financial planning, consulting, and investment management services. The firm manages approximately $181 million in assets and uses a holistic planning process combined with fundamental, technical, and cyclical analysis to tailor asset allocations and investment advice.

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.

Mark Everett is a financial advisor with Diversified Financial Management in Norwell, MA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Diversified Financial Management since 2015. Diversified Financial Management is an independent, fee-only SEC-registered adviser serving individuals, trusts, businesses, and retirement plans. The firm offers customized portfolio management and financial planning with a holistic, tax-aware approach, incorporating both quantitative and fundamental analysis.

Cody Wright is a financial advisor at WH Cornerstone Investments Inc. with a Series 65 designation and one year of industry experience. Prior to joining WH Cornerstone, he worked at Mass General Brigham and Massachusetts General Hospital, as well as Eye Health Services. WH Cornerstone Investments serves individuals, including high net worth clients, and related accounts by 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 tailor investment strategies.

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.

Colby Hesson is a financial advisor at South Shore Investment Services LLC with five years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including LPL Financial LLC and Fidelity Brokerage Services LLC. South Shore Investment Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $118 million in discretionary assets. The firm combines modern portfolio theory and technical analysis in its investment approach, offers ongoing discretionary management, and utilizes third-party investment managers under its oversight.

Jason Clary is a financial advisor with Clary Financial, Inc., holding Series 65 and Series 63 designations and bringing 19 years of industry experience. He has worked at Clary Financial, Inc. since 2014 and has been affiliated with related financial and insurance planning firms since 2006. Clary Financial, Inc. is an independent registered investment adviser serving individuals, trusts, retirement plans, and corporations with retirement and financial planning as well as discretionary portfolio management. The firm manages approximately $92.9 million in assets for 439 clients, using investor profiles to guide portfolio construction focused on no-load mutual funds and ETFs with a long-term, fundamental analysis approach.

Kyle Johnston is a CFA charterholder with five years of industry experience. He has worked at 1620 Investment Advisors, Inc. since 2017 and previously spent one year at Cambridge Associates LLC. 1620 Investment Advisors is an SEC-registered firm managing approximately $196 million for individual and high-net-worth clients through a four-person team. The firm offers discretionary portfolio management, consulting, and retirement plan advisory services, combining quantitative screening with fundamental sector analysis to build customized portfolios.

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 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.