Robert Pineau is a CFA® charterholder affiliated with Tyler Street Capital in Plymouth, MA, with seven years of industry experience. His prior roles include positions at Loft Line Partners and New World Advisors. Tyler Street Capital is a fee-only registered investment adviser serving individuals, businesses, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm allocates assets across equities, fixed income, mutual funds, ETFs, and may incorporate private investment funds and cryptocurrency exposure, focusing on a small number of clients with relatively large asset bases.

Adam Jewett is a CFP® and ChFC® with 19 years of industry experience. He is affiliated with Abundant Wealth Management LLC and has held roles at The Leaders Group, Inc. since 2010 and The Smith Companies/Capitas Financial since 2009, where he serves as Sales Vice President supporting insurance recommendations for financial advisors. Abundant Wealth Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm’s investment approach follows modern portfolio theory with long-term trading and discretionary management tailored to clients’ goals and risk tolerance.

Todd Johnston is a financial advisor at 1620 Investment Advisors, Inc. in Plymouth, MA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with 1620 Investment Advisors since 1999. 1620 Investment Advisors is an SEC-registered firm managing approximately $196 million for about 222 clients through a four-person team. The firm provides discretionary portfolio management and consulting services to individual and high-net-worth clients, using a combination of quantitative screening and fundamental analysis to build customized portfolios focused on balanced or fixed income strategies.

Bradford Cadigan is a CFA® charterholder with nine years of industry experience. He is currently with Diversified Financial Management Associates, Inc., where he has worked since 2025. Prior to this, he was with Columbia Threadneedle Investments for eight years and Eaton Vance Management for one year. 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 tax-aware approach, incorporating both quantitative and fundamental analysis.

Bryan Galligan is a financial advisor at South Shore Investment Services LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Capital Analysts, Lincoln Investment, and DMI Marketing. Outside of advisory work, he is also engaged in the sales and service of life insurance as a sole proprietor. South Shore Investment Services provides portfolio management and financial planning to individual and high-net-worth clients, primarily managing discretionary accounts with tailored Investment Policy Statements. The firm combines modern portfolio theory and technical analysis, employs both long- and short-term trading strategies, and may utilize third-party managers and model allocations.

William Harris is a CFP® professional with 28 years of industry experience, currently serving at WH Cornerstone Investments Inc. since 1998. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent, able to recommend insurance products on a commission basis. WH Cornerstone Investments provides financial planning, consulting, and investment and wealth management services to individuals, trusts, estates, pension, and corporate clients. The firm manages approximately $200 million in discretionary assets and offers both discretionary and non-discretionary portfolio management, with a focus on customized, adaptable plans and regular account reviews.

Matt developed a passion for the financial services industry as a client of the industry. His unique perspective of being a client is an essential part of Matt’s success, as he can easily see things from the client’s point of view. Matt received a bachelor’s degree in Civil Engineering from Rochester Institute of Technology. After spending the early part of his career as a Professional Engineer designing land development projects, Matt developed the calling to help others learn and develop the best practices around money that have benefited he and his family. His mission is to help his clients bring their futures into the present so they can make informed and educated decisions around their money. Outside the office, Matt spends much of his time with his daughter and wife. He is an active steward at Saint Sophia Greek Orthodox Church. Matt enjoys golf, biking, reading, and spending time with friends. “Give me six hours to chop down a tree and I will spend the first four sharpening the axe” – Abraham Lincoln

Adam Dworkin is a financial advisor at Diversified Financial Management with five years of industry experience. He is also a Certified Public Accountant with AKD Consultants, where he has provided accounting services since 2011. 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 tax-aware approach, combining quantitative and fundamental analysis while providing client education and access to alternative investments.

Joshua Singer is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Edward Jones for 12 years before joining South Shore Investment Services LLC, where he has been since 2026. In addition to his advisory role, he is also a licensed insurance agent involved in the sale of various insurance products. South Shore Investment Services LLC provides portfolio management and financial planning to individual and high-net-worth clients, utilizing both modern portfolio theory and technical analysis. The firm manages primarily discretionary accounts, prepares customized Investment Policy Statements, and employs third-party managers and model allocations to support its client services.

Henry Place Jr. is a CFA® charterholder with 15 years of industry experience. He has been with Diversified Financial Management since 2014. 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, employing both quantitative and fundamental analysis with a tax-aware approach.

Raymond Morris is a financial advisor at High Pines Wealth Management LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments for eight years before joining High Pines in 2018. Morris is also a licensed insurance professional, dedicating a small portion of his time to this activity. High Pines Wealth Management provides comprehensive wealth management and financial planning services to individuals, trusts, estates, businesses, foundations, and endowments. The firm employs a long-term investment approach combining fundamental analysis with active and passive strategies across multiple asset classes.

Edward Dixon is a financial advisor at The L. Warner Companies, Inc with eight years of industry experience. He holds a Series 65 designation and has been associated with Dixon & Associates since 2003. In addition to his advisory role, Dixon is involved in insurance sales, dedicating approximately ten hours per week to this activity. The L. Warner Companies serves high-net-worth individuals, trusts, estates, retirement plans, corporations, non-profits, and other business entities by offering financial planning, investment management, and consulting services. The firm manages diversified portfolios with a multi-year investment horizon and employs an internal research team to support its investment decisions.

Mark Stiles is an advisor at BostonPremier Wealth with 30 years of industry experience. He has been associated with Stiles & Associates, LLC since 1996. BostonPremier Wealth provides financial planning, portfolio management, and retirement-plan consulting to individuals, charitable organizations, and business clients. The firm uses discretionary, model-based portfolios with a top-down asset allocation approach and offers customization when needed.

John Cooney is a CFP® with nine years of industry experience, currently serving at Great Oak Capital Partners, LLC. His prior roles include six years at Green and Gold Financial Planning and ten years with EMC. He is also a Civil Affairs Officer in the United States Army Reserve. Additionally, Cooney is involved in tax preparation and consulting through Great Oak Tax Planning, Inc. 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, and factor integration, using primarily institutional mutual funds and ETFs.

Justin McNamara is a CFP® with 20 years of industry experience and has been with McNamara Financial Services, Inc. since 2010. He holds the Series 63 designation and serves as Vice President and owner of the firm. McNamara Financial Services, Inc. is a four-advisor team based in Chelmsford, MA, providing investment advisory and financial planning to individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach with strategic asset allocation and tactical adjustments, offering services that include portfolio management, financial planning, and retirement-plan consulting.

Philip Noonan is a financial advisor at Contravisory Investment Management, Inc. in Norwell, MA, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Contravisory since 1999. Contravisory Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, endowments, and corporate clients. The firm employs a proprietary quantitative and technical research system to manage multi-sector equity portfolios and balanced strategies, and it also sponsors private pooled funds with governance safeguards designed to address conflicts in side-by-side management.

Michael McNamara is a CFP® with 43 years of industry experience and has served as president and owner of McNamara Financial Services, Inc. since 2010. The firm operates as a four-advisor team based in Marshfield, MA. He is also a trustee for family-related trusts. McNamara Financial Services provides investment advisory and financial planning to individuals, high-net-worth clients, trusts, businesses, retirement plans, and other legal entities. The firm’s investment approach is based on Modern Portfolio Theory and strategic asset allocation with tactical adjustments, utilizing low-cost mutual funds, ETFs, and other investment vehicles.

Matthew Sullivan is a financial advisor at Contravisory Investment Management, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with Contravisory since 2007. Contravisory Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, endowments, and corporate clients. The firm employs a proprietary quantitative and technical research system to manage multi-sector equity portfolios and balanced strategies, and it sponsors private pooled funds alongside managing separate client accounts.

Jaclynne Walsh is a financial advisor with Equita Financial Network, Inc. She holds a Series 65 designation and has been in the industry since 2022. Her prior experience includes roles at Barone & Associates, LLC and Anser Advisory. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to tailor portfolios that align with client objectives and risk tolerance.

Alyssa Reed is a CFP® professional with 19 years of industry experience, currently serving as an advisor at McNamara Financial Services, Inc. since 2010. She holds Series 63 and Series 65 licenses and works within a four-advisor team based in Marshfield, MA. McNamara Financial Services provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, businesses, retirement plans, and other legal entities. The firm employs a Modern Portfolio Theory-based investment approach, combining strategic asset allocation with tactical adjustments, and manages approximately $680 million for about 919 clients.