John Teixeira is a CFP® professional with 10 years of industry experience. He has been with Hall Capital Management Company, Inc. since 2014, serving in his current role since 2018. Hall Capital Management Company serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable institutions, corporations, and trustees. The firm uses fundamental analysis and model portfolios to emphasize long-term capital appreciation and dividend income, integrating accounting and tax expertise into its advisory services.

John Thompson IV is a financial advisor at J.W. Thompson Investments LLC in Providence, RI, holding a Series 66 designation with 23 years of industry experience. He has been with J.W. Thompson Investments and affiliated with LPL Financial since 2013. J.W. Thompson Investments LLC provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing both discretionary and non-discretionary accounts. The firm employs a portfolio construction approach that incorporates fundamental, technical, charting, and cyclical analysis tailored to clients' tax situations, income needs, and risk tolerances, and maintains a significant retirement-plan consulting practice overseeing over $1.8 billion in assets.

Dana Norman is a financial advisor with Dana R. Norman, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously owned and continues to work part-time as a CPA at an accounting firm she founded, Norman, Graham & DiGangi. Her firm provides discretionary, individualized portfolio management and retirement-plan services to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines fundamental, mutual fund/ETF, and technical/cyclical analysis to develop client-specific policies, with portfolio management tailored to clients’ objectives and ongoing review based on market events and client circumstances.

Joy Liu is a financial advisor with Connective Wealth Partners, LLC, holding a Series 65 designation and two years of industry experience. She previously worked at FG Advisory Services, LLC and The Financial Gym, where she spent eight years. Connective Wealth Partners is an SEC-registered advisory that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis investment approach with a long-term orientation and manages diversified portfolios including ETFs, equities, bonds, mutual funds, and alternative investments.

Connor Russ is a CFP® and Series 66-registered financial advisor with Bristol Wealth Group, bringing four years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and Bristol County Savings Bank. Outside of finance, he referees youth and high school football games as a football official with the Southeastern MA Football Officials Association. Bristol Wealth Group is a six-advisor team managing nearly $1 billion in discretionary assets, serving individuals, trusts, pension plans, and charitable organizations. The firm provides comprehensive financial planning and portfolio management using fundamental analysis with portfolios tailored to client objectives and risk tolerance.

Dean Larabee is a financial advisor with Bristol Wealth Group in Taunton, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior experience includes roles at Raymond James Financial Services Advisors, Inc. and Ricciardi Financial Group. He serves as chairperson of the Berkley Public Library Building Committee, a nonprofit organization. Bristol Wealth Group provides financial planning and discretionary wealth and portfolio management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $876 million in discretionary client assets and builds portfolios using fundamental analysis tailored to individual investment policies.

Marc Bastien is a CFP® with two years of industry experience, currently serving at Axis Wealth Partners, LLC. Prior to joining Axis Wealth Partners, he worked at Randall Financial Group and has operated Good Counsel Tax Service, Inc., a tax preparation business. Axis Wealth Partners provides investment management, financial planning, pension consulting, and business consulting services to individuals, plan sponsors, and corporate clients. The firm manages approximately $377 million in discretionary assets and typically implements asset-class-based portfolios using index mutual funds and ETFs alongside fundamental and technical analysis.

Mark Mcauley is a CFP® with 14 years of experience in the financial services industry. He has been with Great Oak Capital Partners, LLC since 2019 and also serves as president of Great Oak Tax Planning, Inc., a tax preparation firm. Great Oak Capital Partners serves individuals, high-net-worth clients, trusts, estates, and retirement plans with wealth management, portfolio management, financial planning, and retirement-plan advisory services. The firm employs an evidence-based investment approach emphasizing low costs, diversification, and factor integration, and provides coordinated tax, accounting, and investment advice through its affiliated tax practice.

John Lemme is a ChFC® credentialed financial advisor with 32 years of industry experience. He is currently a managing partner at Blue Chip Financial Advisors, LLC and has previously worked at Triad Advisors, Inc. for 19 years. Outside of advising, he is involved in insurance sales with multiple carriers. Blue Chip Financial Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, corporations, retirement plans, and nonprofit entities. The firm employs a client-directed, non-discretionary investment approach, offering portfolio management and broad financial planning supported by third-party research and custodial trading through Fidelity and a dually registered broker-dealer.

Daniel Da Ponte is a financial advisor at Axis Wealth Partners, LLC with 24 years of industry experience. He holds a Series 66 designation and has been with Axis Wealth Partners since 2013. Prior to joining the firm, he worked for the State of Rhode Island for 20 years. Da Ponte serves as a board member for the Greater Providence YMCA and Neighborhood Health Plan. Axis Wealth Partners provides discretionary investment management, financial planning, and consulting services to individuals, employee benefit plans, and corporate clients. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis to guide allocation and rebalancing.

Emanuel Pinheiro is a financial advisor at Axis Wealth Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Horizon Benefits LLC and NYLIFE Securities LLC. He also works as an independent contractor brokering commercial health and ancillary insurance products and provides consultation on employee benefit offerings. Axis Wealth Partners serves individuals, plan sponsors, and corporate clients with investment management, financial planning, pension consulting, and business consulting. The firm manages approximately $377 million in discretionary assets and employs a team-based approach that incorporates index mutual funds, ETFs, and various analytical methods.

Martin Paul is a financial advisor with Bright Futures Wealth Management, LLC, holding Series 63 and Series 65 licenses and over 50 years of industry experience. He has worked with multiple firms, including Cetera Advisors LLC and Silver Oak Securities, Inc. Outside of his advisory role, he serves as a service officer for local veterans' organizations, including VFW Post 2547 and American Legion Post 7 in North Easton, MA. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting services to a diverse client base, including individuals, trusts, and retirement plans. The firm employs a variety of investment analysis techniques and offers both discretionary and non-discretionary services.

Judith Higgins is a CPA and financial advisor with 24 years of industry experience. She is affiliated with Blue Chip Financial Advisors, LLC, a team-based firm of five advisors. Higgins has operated Higgins Financial Advisors, Inc. and served at Blue Chip Financial Advisors, LLP since 2001, and she has provided accounting and tax services through her CPA firm since 1990. Outside of finance, she is a shareholder and officer of Lincoln Bar & Grille. Blue Chip Financial Advisors, LLC offers investment advisory and financial planning services to individuals, trusts, corporations, retirement plans, and nonprofit entities. The firm uses a client-directed, non-discretionary approach, combining long- and short-term strategies and emphasizes collaboration with accounting professionals and retirement-plan education.

Louis Ricciardi is a financial advisor at Bristol Wealth Group with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial Services Advisors and Private Client Services. Ricciardi serves on several nonprofit boards, including the Boys & Girls Club of Metro South, Bridgewater State University Foundation, Massachusetts Maritime Academy Foundation, and the Ricciardi College of Business Advisory Board, and he is president of the Taunton Development Corporation board. Bristol Wealth Group provides financial planning and discretionary portfolio management for individuals, trusts, estates, and institutional clients. The firm manages approximately $876 million in discretionary assets, employs fundamental analysis to build tailored portfolios, and operates as a fiduciary with a structure linked to a regional savings bank.

Paul Ma is a financial advisor at BG Investment Services, LLC with 12 years of industry experience. He holds the CFA® designation along with Series 66 and Series 63 licenses. Before joining BG Investment Services in 2026, he worked for Fidelity Investments for 11 years. BG Investment Services provides portfolio management and financial planning to a wide range of clients, including high-net-worth individuals, trusts, pension plans, corporations, and charitable entities. The firm employs a variety of analytical methods and investment strategies, offers ongoing portfolio monitoring, and uniquely integrates banking and trust services through its affiliation with BankGuam Holding Company, Inc.

Joseph Arsenault is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Heritage Financial Services, LLC for 18 years before joining Great Oak Capital Partners, LLC, where he is part of a five-advisor team. Great Oak Capital Partners is a SEC-registered advisory firm serving individual and institutional retirement-plan clients with services that include wealth management, financial planning, portfolio management, and trust and estate advisory. The firm uses an evidence-based investment approach focusing on low-cost, diversified funds, regular rebalancing, and a long-term orientation while allowing tactical adjustments as needed.

William Sylvia Jr. is a CFP® and Series 66 credentialed advisor with 19 years of experience. He has been with Great Oak Capital Partners, LLC since 2015. Great Oak Capital Partners is a SEC-registered advisory firm that provides wealth management, comprehensive financial planning, portfolio management for individuals including high-net-worth clients, trust and estate advisory, and retirement plan advisory services. The firm employs an evidence-based investment approach focused on low-cost, diversified mutual funds and ETFs, regular rebalancing, and long-term orientation, serving both individual and institutional clients.

Devin Russ is a financial advisor at Bristol Wealth Group in Taunton, MA, holding Series 63 and Series 65 licenses. He has been with Bristol Wealth Group since 2025 and has prior experience at Fidelity Investments and in various educational and public sector roles. Outside of his advisory work, Devin serves as a football official for youth and high school games with the Southern Massachusetts Football Officials Association. Bristol Wealth Group provides financial planning and discretionary wealth management for individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm manages portfolios using fundamental analysis and tailored investment policies, offering fiduciary services and written financial plans.

Michael Moretti is a financial advisor with Blue Chip Financial Advisors, LLC, holding Series 65 and Series 66 licenses and 23 years of industry experience. He has worked at Blue Chip Financial Advisors LLP since 2003 and was affiliated with Triad Advisors, Inc. from 2005 to 2024. Outside of advising, he participates in insurance sales with multiple carriers. Blue Chip Financial Advisors serves individuals, trusts, corporations, retirement plans, and nonprofit entities by providing non-discretionary portfolio management and comprehensive financial planning. The firm operates a client-directed model, employs a mix of investment strategies, and maintains close ties to accounting professionals while offering retirement-plan education and workshops.

John Noonan is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Great Oak Capital Partners, LLC since 2015. He holds Series 63 and Series 65 licenses and operates out of South Easton, MA. Great Oak Capital Partners serves individuals, high-net-worth clients, trusts, estates, and retirement plans with wealth management, portfolio management, financial planning, and retirement-plan advisory services. The firm employs an evidence-based investment approach focusing on low costs, diversification, rebalancing, and factor integration, using primarily institutional mutual funds and ETFs.