John Desimone is a CFP® with 23 years of industry experience and is currently a financial advisor at Peddock Capital Advisors, LLC. He previously worked at Dakota Wealth, LLC and GML Associates, PC. In addition to his advisory role, he is an attorney involved with JFD Associates, PLLC, a law practice based in Wenham, MA. Peddock Capital Advisors provides wealth management, portfolio management, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment approach using both fundamental and technical analysis, and offers additional services through an affiliated tax and accounting practice.

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.

James Catacchio is a financial advisor with Bay Colony Advisors in Concord, MA, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Bay Colony Advisors since 2009. Outside of his advisory role, he serves as a Finance Committee Member for the Town of Carlisle, MA. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach and offers a range of fiduciary and non-fiduciary retirement services alongside an active private-investment program.

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.

Steven St. Pierre is a CFP® with 27 years of industry experience, currently serving as an advisor at Shepherd Financial Partners, LLC since 2017. He has also been affiliated with LPL Financial LLC since 2007. Outside of his advisory roles, he is the managing member of St. Pierre Financial Services, PLLC, a pass-through tax entity. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a diverse investment approach that includes traditional asset classes, private funds, and derivatives strategies.

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.

John Welch is a financial advisor at 93 Financial Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with 93 Financial Group since 2007. 93 Financial Group serves individuals, families, business owners, trusts, and estates, offering financial planning, discretionary investment management, retirement planning, and insurance services. The firm focuses on one-on-one advisory relationships and uses fundamental analysis to create long-term asset allocations, typically implemented with mutual funds and ETFs.

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.

Roberta Tondo is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at firms including Vanguard and Ameriprise Financial before joining White Lighthouse Investment Management, Inc. Her recent roles include positions at Northwestern Mutual Wealth Management Company and related entities. White Lighthouse Investment Management serves individuals, families, small business owners, trusts, and retirement plans, including multinational families with cross-border U.S. issues. The firm offers investment management and comprehensive wealth-planning services, focusing on customized, diversified portfolios that emphasize tax efficiency and international planning.

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.

Vilis Pasts is a financial advisor at BTS Asset Management, Inc. with 56 years of industry experience. He has held roles at BTS Securities Corporation from 1999 to 2018 and has been with BTS Asset Management since 1998. Pasts holds Series 63 and Series 65 licenses. BTS Asset Management serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management across various model portfolios and providing model recommendations to third-party platforms. The firm combines quantitative and fundamental analysis with proprietary technical indicators to guide investment decisions and manages multiple affiliated registered mutual funds.

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.