Warner Henderson is a ChFC® with over 31 years of industry experience, serving as an advisor at Aequitas Investment Advisors, LLC since 1991. He is based in Hingham, MA, and holds a Series 63 license. Aequitas Investment Advisors provides financial planning, portfolio management, and consulting services primarily to individuals, including high-net-worth clients, as well as charitable foundations and non-profit organizations. The firm’s investment approach emphasizes target asset allocation between fixed assets and equities, with a long-term buy-and-hold strategy managed on a non-discretionary, consultative basis.

Jason Weiss is a financial advisor with Byrne Financial Freedom, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Byrne Financial Freedom and LPL Financial since 2016 and was previously with Santander Securities LLC from 2012 to 2016. Byrne Financial Freedom provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a primarily long-term, fundamental analysis approach, using low-cost mutual funds, ETFs, and, when appropriate, individual securities, with ongoing portfolio monitoring, rebalancing, and tax-management strategies.

Michael Gurney is a financial advisor with Johnson Brunetti and holds a Series 65 designation. He has worked in the industry since 2022, including roles at JB Capital, Morgen Camp Care, and Doble Lebranti Financial Group. His prior experience includes positions outside the financial sector, such as at Bryant University and various municipal roles. Johnson Brunetti is a multi-advisor firm offering discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in assets and uses fundamental analysis to tailor portfolio strategies according to client needs and risk tolerance.

Courtney Summa is a financial advisor at Centerpoint Advisors, LLC with seven years of industry experience. She holds the Series 65 designation and has been with Centerpoint Advisors since 2015. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment management, financial planning, family office, and consulting services. The firm employs a tailored investment approach combining ETFs, mutual funds, individual securities, and a dedicated fixed-income strategy, while integrating family-office style services and coordinating with external tax, legal, and investment professionals.

Michael Brown is a financial advisor at Fox Hill Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 14 years before joining Fox Hill Wealth Management in 2022. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides investment management, financial planning, retirement plan consulting, and coordinates estate planning through third-party estate planners, using a combination of passive and active management strategies under discretionary authority.

Ian Browning is a CFA® charterholder with 10 years of industry experience. He has been with Peddock Capital Advisors, LLC from 2012 to 2026 and at CW Advisors, LLC since 2026. Peddock Capital Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans with wealth management, portfolio management, retirement-plan advisory, and consulting services. The firm combines fundamental and technical analysis in its primarily long-term investment process, using tactical reallocations and a range of securities including individual stocks and bonds, mutual funds, ETFs, and a dedicated global macro sleeve.

Megan Dolan is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at Lincoln Investment since 2019 and previously spent three years at the University of Connecticut. Dolan also serves as a part-time administrative assistant for Capital Analyst New England. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base, including individual investors, trusts, foundations, and charitable organizations. The firm employs both discretionary and non-discretionary investment management strategies, supported by an in-house research team using a proprietary mutual-fund screening process.

Edward Quirk is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at LPL Financial, LLC and US Financial Advisors, LLC. Quirk is involved in insurance brokerage activities through Great Valley Advisor Insurance Brokers. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, and trusts. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing a variety of in-house and third-party strategies to support its network of approximately 190 advisors.

Philip Dubuque is a CFA® charterholder with 16 years of industry experience. He has been with Beaumont Financial Partners since 2013 and currently works at Beaumont Financial Advisors, LLC since 2022. The firm provides comprehensive wealth management and family office services to affluent individuals, families, small businesses, and select institutions, integrating portfolio management with financial planning and in-house tax preparation. Beaumont employs a Dominant Benefit Theory investment approach, utilizing diverse asset categories and a range of investment vehicles, with decisions overseen by an Investment Committee and executed by relationship managers.

Craig Shepard is a financial advisor at Impact Partnership Wealth, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Retirement Wealth Advisors, Inc. and Federal Retirement Solutions LLC, where he continues to serve as owner, manager, and president focusing on insurance and retirement income planning. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating primarily on a discretionary basis through a wrap-fee platform.

Bridget Mc Groarty is a financial advisor with Capital Analysts, holding a Series 66 designation and eight years of industry experience. She has worked at Capital Analysts of New England since 2018 and previously held positions at Information Mapping and NWN Corporation. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Scott Kadish is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Vanderbilt Advisory Services and has held previous roles at Robert Hurst CPA PC, Bank of America, Merrill, and LPL Financial. Outside of advisory work, he serves as a board member of the Jewish Climate Action Network of Massachusetts and is the national chairperson for the Shomrei Ha'aretz affinity group within the Federation of Jewish Men's Clubs, coordinating and presenting programming on green living. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm’s investment process incorporates strategic asset allocation and a mix of fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services supported by an integrated advisory, broker, and retirement-plan administration platform.

David Shnitzer is a CFP® professional at Capital Analysts with 22 years of experience in the financial services industry. He previously worked at Ameriprise Financial Services, Inc. for 19 years before joining Capital Analysts and Lincoln Investment in 2024. Outside of his advisory role, he is a founding board member and treasurer of Cameroon One, a nonprofit focused on alternative orphan care. Capital Analysts serves a diverse client base—including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations—offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides investment management through both discretionary in-house teams and non-discretionary third-party advisors.

Alyson Basso is a CFP® and ChFC® with 20 years of industry experience. She is currently an advisor at The Patriot Financial Group, LLC and Hayden Wealth Management, with prior roles at Cetera Financial Specialists, Securities America, and Santander. Outside of her advisory work, she serves on the Board of Directors for the Tri Town Council and is an adjunct faculty member for the College for Financial Planning. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a range of investment options and a due diligence process for selecting insurance and annuity products.

Jason Cooper is a financial advisor with Prosperity Capital Advisors in South Easton, MA, holding the PFS™ and Series 66 designations and bringing 16 years of industry experience. He is also the owner of a CPA firm and serves in leadership roles with local youth sports organizations, including as President of the Holliston Youth Basketball Association and Vice President of the Holliston Youth Baseball and Softball Association. His prior work includes roles at Retirement Income Strategies, LLC and C2P Capital Advisory Group LLC. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, while also offering institutional services and advisory support to separate advisors.

Richard Ropelewski is a CFP® professional with 24 years of industry experience. He is currently with Great Valley Advisor Group, LLC and has previously worked at LPL Financial and U.S. Financial Advisors. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through in-house strategies and third-party managers.

Brian Donovan is a financial advisor at Zacks Investment Management, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at LBMZ Securities, Inc. and Envestnet. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis, offering a wide range of strategies and serving both direct clients and third-party advisers through model portfolios and alternative funds.

Julia Vanzler is a CFP® with 16 years of experience in the financial advisory industry. She is currently with F L Putnam Investment Management Co. and has previously worked at SVB Private, Boston Private Wealth LLC, and SEI Investments Management Corp. F L Putnam serves a diverse client base including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm employs a research-driven approach that integrates internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware portfolio management.

Will Young is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Mutual of Omaha, he worked at Iowa State University and Coe College, with earlier roles including community involvement with Indianola Little League. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and uses Pershing as custodian and broker-dealer for many accounts.

Daniel Marnik is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Royal Alliance Associates, Brookline Bank, Infinex Investments, and Citizens Securities. Outside of finance, he owns and operates High Voltage Paintball, a paintball business. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and other entities, offering services such as financial planning, portfolio management, and retirement plan advisory, combining fundamental analysis, tactical allocations, ESG models, and technology tools in its investment process.