Jeremy David is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at Little House Capital, LLC since 2017 and previously spent five years at Peoples United Bank. Little House Capital is an SEC-registered advisory firm that provides discretionary investment management, wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, endowments, and corporate clients. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, offering services including trustee, family-office, and multi-generational planning.

Denise Del Monaco is a financial advisor at MSA Financial with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Securities America, Inc. and Osaic Wealth, Inc. Outside of her advisory role, she assists with customer service and online sales for a wholesale restaurant provisions company offering home delivery. MSA Financial provides investment advisory, financial planning, and retirement-plan services to individuals, trusts, estates, business entities, and financial institutions. The firm designs customized portfolios using fundamental and technical analysis and offers both discretionary and non-discretionary management along with specialized ERISA plan advisory services.

Christopher Childs is a CFA® charterholder with eight years of industry experience. He has worked at Penobscot Investment Management Company, Inc. since 2023 and has prior experience at Wilmington Trust Company and People's United Advisors, Inc. Outside of his advisory role, he serves as Chair of the Investment Committee for the Suffield Historical Society and is a member of the Board of Finance & Retirement for the Town of Suffield. Penobscot Investment Management provides discretionary portfolio management to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm emphasizes long-term capital appreciation and income growth through diversified portfolios focused on dividend-paying companies with above-average dividend growth, while maintaining flexibility to invest in non-dividend payers with strong fundamentals.

Daniel Traub is a financial advisor at Montis Financial, LLC with 21 years of industry experience. He holds a Series 63 designation and previously worked at Tempo Financial Advisors, LLC for 16 years before joining Montis Financial in 2024. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering financial planning, asset management, and retirement plan consulting. The firm employs a discretionary portfolio management approach that incorporates unaffiliated managers and a range of investment strategies tailored to client objectives and risk tolerance.

Christopher Borden is a financial advisor at Canby Financial Advisors in Framingham, MA, holding Series 63 and Series 66 credentials with 39 years of industry experience. He has worked at Commonwealth Financial Network and Canby Financial Advisors for over 26 years. Canby Financial Advisors is an SEC-registered investment adviser managing approximately $729 million in client assets through a five-advisor team. The firm serves retirement plans, corporations, trusts, estates, private foundations, charitable organizations, and individual accounts using a personalized financial planning approach and a generally long-term investment strategy.

Alhassan Mahmoud is a financial advisor at Hoopoe Advisors in Boston, MA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Hoopoe Capital Markets and Hoopoe Advisors, as well as a year as a self-employed fitness trainer. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management services including financial planning, retirement-plan advisory, and portfolio management. The firm uses a combination of fundamental, technical, and cyclical analysis to construct personalized portfolios across various asset classes, providing both discretionary and non-discretionary management.

Brandon Krol is a financial advisor at Prota Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for three years. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses, employing model-based portfolio management with both conventional and Sharia-compliant options. The firm manages $270 million in assets and operates exclusively on a discretionary basis through a team of registered advisers.

John Goddard is a CFP® with 19 years of experience, currently serving at Pinney & Scofield, Inc. since 2007. He holds Series 63 and Series 65 licenses and works from Marshfield, MA. Pinney & Scofield serves individuals, trusts, and charitable organizations by providing financial planning and discretionary investment management as well as standalone consulting. The firm employs a fee-only model and utilizes a diversified, modern portfolio theory-based investment approach, primarily using index and factor mutual funds and ETFs.

Adrian Davies is a CFA® charterholder with 11 years of industry experience, currently serving at Woodstock Corporation in Boston, MA. He has been with Woodstock Corporation since 2003, contributing to the firm’s investment advisory services. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for individuals and families, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm focuses on fundamental research in high-quality growth equities and investment-grade debt, with asset allocation tailored to varied client objectives, and offers additional tax and accounting services through affiliated entities.

Joshua Pierce is a CFP® with 22 years of industry experience currently working at Mariner Managed Account Solutions, LLC. His prior experience includes roles at Baystate Wealth Management, MML Investors Services, LLC, and MetLife Securities Inc. He is based in Boston, MA and holds Series 63 and Series 66 licenses. Mariner Managed Account Solutions provides fee-based discretionary and non-discretionary portfolio management and wrap-fee program services to individuals, corporate pension plans, trusts, foundations, and various business clients. The firm focuses on portfolios utilizing ETFs, index funds, and fixed-income securities within a structured Investment Policy Statement framework, emphasizing asset allocation and risk management.

Christopher Mikus is a financial advisor at Birch Hill Investment Advisors LLC in Boston, MA, holding CFP® and CFA® designations with five years of industry experience. He serves on the investment committee of Saint Francis House, a nonprofit focused on aiding the poor and homeless, and holds leadership roles as Director, Treasurer, and Finance Committee member at the Canton Historical Society. Birch Hill provides investment advisory and portfolio management services to individuals, trusts, IRAs, endowments, and foundations, employing a fundamental, quality-oriented, and long-term investment approach that integrates ESG factors. The firm manages approximately $2.65 billion in discretionary assets with a small advisory team, offering customized portfolios and coordinating with clients’ broader financial professionals.

Brad Barthelemy is a financial advisor at Goodman Advisory Group, LLC with five years of industry experience. He holds a Series 66 designation and has been with Goodman Advisory Group and LPL Financial since 2019. In addition to his advisory role, he is involved in direct sales with Vector Marketing. Goodman Advisory Group provides investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The four-advisor team manages approximately $370 million across 430 client relationships, offering discretionary portfolio management and standalone financial planning with a long-term investment approach complemented by fundamental, technical, and behavioral analysis.

Matthew Simmons is a CFP® professional with nine years of industry experience, currently serving at Peddock Capital Advisors, LLC since 2008. He also operates an insurance agency providing non-variable insurance policies to clients. Peddock Capital Advisors is a registered investment adviser managing approximately $836 million in client assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment approach combining fundamental and technical analysis, strategic asset allocation, and tactical shifts, and offers affiliated tax and accounting services alongside family-office bill-pay and trustee services.

Warner Wayne III is a financial advisor at Wealth Effects with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Wealth Effects in 2022, he worked at Ameriprise Financial Services LLC, National Asset Management, National Securities Corporation, and Winslow, Evans & Crocker, Inc. He serves as secretary on the executive board of the Great Blue Hills Power Squadron, a safe boating education organization. Wealth Effects provides discretionary wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm employs a combination of fundamental and technical analysis to build primarily long-term portfolios, managing approximately $472 million across multiple offices.

Michael Flaherty is a CFP®-credentialed advisor with 28 years of industry experience. He has been with Canby Financial Advisors since 2008 and holds Series 63 and Series 66 licenses. His other business activities include providing fixed insurance services at the firm during securities trading hours. Canby Financial Advisors is an SEC-registered investment adviser managing approximately $729 million in client assets through a five-advisor team. The firm serves a mix of retirement plans, corporations, trusts, estates, private foundations, charitable organizations, and individual accounts, employing a customized, long-term investment approach using mutual funds, ETFs, and other securities.

Tienchia Wang is a financial advisor with Innovative Advisory Group in Lexington, MA, holding Series 66 and Series 65 licenses and seven years of industry experience. He has worked at Innovative Advisory Group since 2021 and has been involved with Longhorn Holdings since 2005. He is also an independent insurance producer licensed in Massachusetts. Innovative Advisory Group serves individuals, trusts, estates, corporations, and employer-sponsored plans, offering discretionary asset management and comprehensive financial planning. The firm employs a multi-disciplinary investment approach combining charting, fundamental, technical, and cyclical analysis and operates multiple offices with a diverse array of custodial relationships.

Joseph Stowell IV is a financial advisor at Rise North Capital Investment Advisors with a Series 65 designation and one year of industry experience. Prior to joining the firm, he was a full-time student for eight years. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, serving also as a 3(21) fiduciary for retirement plans. The firm employs a co-advisor model where it retains discretionary authority but delegates trade execution, and it offers public educational workshops alongside multi-tier financial planning.

Sara Thomson is a financial advisor at Single Point Partners in Boston, MA, holding a Series 65 designation with three years of industry experience. Her prior roles include four years at Corrigan Financial Inc. and seven years with the Newport County Chamber of Commerce. Single Point Partners serves individuals, trusts, foundations, corporations, and endowments, managing approximately $641 million in assets. The firm emphasizes client interviews to establish customized asset allocations and uses a range of investment vehicles, including index-based ETFs, mutual funds, and individual securities, while delivering multi-advisor support and comprehensive financial planning through its Wealth Logistics service.

Robert Mcgowan is a financial advisor at Davinci Capital Management, Inc. in Cambridge, MA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at Davinci Capital since 2005 and is also involved with The CIP Group, where he operates as an insurance agency agent. Davinci Capital Management serves individual investors, including retail and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering portfolio management, asset allocation, retirement plan consulting, and the option to work with third-party money managers. The firm operates largely on a non-discretionary basis with a range of analytical techniques to tailor investment strategies.

Brian Keenan is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Keenan Financial since 2016. He previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Mcadam LLC. Outside of his advisory role, he is a licensed insurance agent. Keenan Financial provides advisory services to individuals, high-net-worth individuals, and corporate clients, offering portfolio management, financial planning, and tax-preparation services. The firm uses a documented risk-profile questionnaire to tailor portfolios and employs strategies including modern portfolio theory, quantitative and technical analysis, and both long- and short-term trading.