Christopher Rieger is a CFA® charterholder affiliated with 1620 Investment Advisors, Inc. in Plymouth, MA. He has prior experience at Rockefeller Capital Management and Berenberg Capital Markets. 1620 Investment Advisors provides discretionary investment management and advisory services to individuals, families, trusts, retirement plans, corporations, and charitable organizations. The firm employs a combination of quantitative screening and fundamental analysis to construct portfolios, offering formal retirement-plan fiduciary services and research and sub-advisory services to other firms.

During my career, I have had the opportunity to work with a full spectrum of clients, including those opening their first retirement accounts to those on top of the Forbes wealthiest list and their family offices. A family office is one that a wealthy family hires as the necessary professionals to handle their wealth management as full-time employees working solely for their family. Each wealthy family has a dedicated CEO who runs their entire office and encompasses subject matter expertise in numerous areas. Family offices are usually reserved for people with an excess of $100 million because of the cost to create and maintain them. Every member of the office collaborates to ensure the family’s goals are achieved. My time working with the world’s wealthiest and supporting their family offices has created a desire to emulate this model for all by collaborating with your existing team of professionals. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant®, and Enrolled Agent with the IRS I focus on bringing the collaborative planning delivered by Family Offices to the clients who work with our team. This means collaborating with the existing professionals in their lives to cover all aspects of their comprehensive planning needs. This may include details associated with asset allocation, investment research, portfolio manager selection, real estate investment analysis, business planning, estate planning, tax planning, risk management and retirement planning. I cherish the trust and confidence that clients place in me to provide guidance along the path toward financial independence. After 17 years in the industry, I have come to realize that building relationships with clients and their team of professionals allows us to be a resource for them to pursue financial success and, in turn, provide me with the greatest satisfaction.

Richard Sentnor is a financial advisor at Advisory Resource Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Advisory Resource Group and LPL Financial since 2015. Outside of advisory services, he is involved in non-variable insurance sales, including disability, fixed annuities, life, and long-term care insurance. Advisory Resource Group, LLC provides financial planning and consulting to individuals, high-net-worth clients, and businesses, focusing on written plans and ad-hoc consultations rather than ongoing discretionary investment management. The firm typically offers engagements on an hourly or fixed-fee basis and supports implementation through affiliated broker-dealer and insurance channels.

Timothy Withers is a ChFC® credentialed financial advisor with 39 years of industry experience. He is the owner and president of Twin Gryphon Advisors LLC and has held prior roles at Purshe Kaplan Sterling Investments, Kestra Advisory, Kestra Investment Services, and Wellspring Financial Advisors. Outside of his advisory work, he serves on the board of the Historic Winslow House Association and is a trustee for several trusts. Twin Gryphon Advisors offers investment advisory and financial planning services to individuals, trusts, estates, small businesses, and retirement plans, including a private pooled investment vehicle. The firm provides customized portfolio management using a range of securities and serves in fiduciary roles such as ERISA retirement plan oversight.

William Sempolinski is a CFP® and ChFC® with 32 years of industry experience, currently serving as an advisor at Five Corners Financial Services in Easton, MA. He previously worked at Commonwealth Financial Network for 27 years before establishing his current practice. In addition to his advisory role, he owns a tax and accounting business and serves as treasurer and board member for the Quincy Animal Shelter. Five Corners Financial Services provides discretionary wealth management and financial planning primarily for individuals, high net worth clients, trusts, and estates. The firm manages approximately $292 million across about 290 accounts, using a blend of exchange-traded funds, low-cost mutual funds, and selective individual securities, employing fundamental, technical, cyclical, and charting analyses in portfolio construction.

David Vanduyn is a Series 65-licensed financial advisor with 15 years of industry experience. He has been with Patriot Mullare Associates, Inc., an independent firm based in Hingham, MA, since 2006. Patriot Mullare Associates provides discretionary investment management to a diverse client base including foundations, endowments, corporations, unions, and pension or profit-sharing plans. The firm employs a fundamental, value-oriented approach to equities and prefers investment-grade fixed-income with diversification and issuer limits, managing accounts without margin, short sales, or derivatives.

Nolan Melo is a financial advisor at WH Cornerstone Investments Inc. with one year of industry experience and holds a Series 65 credential. Prior to joining WH Cornerstone Investments, he worked at ALCOR Scientific and held various roles at Providence College and Turner Construction Company. WH Cornerstone Investments Inc. provides financial planning, consulting, and investment and wealth management services to individuals and related accounts, including high net worth clients and institutional clients. The firm employs a holistic approach to develop individualized plans and uses a combination of mutual funds, ETFs, and individual securities, incorporating technical, cyclical, and fundamental analysis in portfolio management.

Matthew Slaney is a CFA® charterholder with 24 years of industry experience. He has been with Finarc Investments, Inc. since 2012. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, providing discretionary and non-discretionary portfolio management, pension consulting, and financial planning. Finarc Investments employs a blend of fundamental and technical analysis and maintains a small advisory team managing a substantial asset base with a focused client roster.

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, with 24 years of industry experience. He has been with 1620 Investment Advisors since 1999 and holds Series 63 and Series 65 designations. 1620 Investment Advisors provides discretionary investment management and advisory services to individuals, families, trusts, estates, retirement plans, corporations, and charitable organizations. The firm employs a disciplined investment process combining quantitative screening and sector-level fundamental analysis, offering both balanced and fixed-income strategies with a long-term orientation.

Sean Walsh is a financial advisor with Scarsdale Investment Group, Ltd. He holds Series 63 and Series 65 designations and has 34 years of industry experience. His prior work includes a long tenure at Fidelity Investments from 1993 to 2021 and more recent roles at Purkiss Capital Advisors, LLC and Scarsdale Investment Group. Scarsdale Investment Group provides fee-only, non-discretionary investment advice and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm focuses on fixed-income securities and brokered certificates of deposit, emphasizing long-term purchases, bond ladder construction, and requiring client approval for each trade.

John Lavasseur is a Series 66-licensed financial advisor with Four years of industry experience. He has worked at Commonwealth Financial Network and Ss&C before joining Five Corners Financial Services, where he currently practices. Outside of his advisory role, he is involved with tax preparation services through a related business. Five Corners Financial Services provides discretionary wealth management and financial planning for individuals, high net worth clients, trusts, and estates. The firm manages approximately $292 million in assets, using a mix of ETFs, low-cost mutual funds, and selective individual securities guided by various analytical methods.

Anthony Salotto is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Delphinus Financial Advisors, LLC since 2010. He holds a Series 65 license and works out of Mansfield, MA. Delphinus Financial Advisors, LLC provides holistic financial planning and investment advisory services to individuals and families, offering ongoing planning, discretionary investment management, and optional tax planning including individual tax return preparation. The firm operates on a fee-only basis with fixed annual fees and emphasizes personalized portfolio structuring based on clients’ tax situations, risk tolerance, and goals.

Bradford Cadigan is a CFA® charterholder with 10 years of industry experience. He currently works at Diversified Financial Management Associates, Inc. and previously spent eight years at Columbia Threadneedle Investments and one year at Eaton Vance Management. Diversified Financial Management serves individuals, trusts, estates, businesses, and retirement plans, providing customized portfolio management, financial planning, retirement-plan advisory, and trustee services. The firm constructs diversified portfolios using fundamental and quantitative analysis across multiple asset classes and offers retirement plan participant education through presentations and workshops.

Howard Holmes is a CFA® charterholder and the president of Holmes Investment Management, Inc., with 26 years of industry experience. He has led Holmes Investment Management since 2002. Outside of his advisory role, he teaches investments, finance, and economics at various universities in the Boston area. Holmes Investment Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and other business entities. The firm employs a combination of mutual fund, fundamental, and technical analysis along with long-term, short-term, and trading strategies, and uses leverage and derivatives within separately managed accounts for approved clients.

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® with 28 years of experience in the financial industry. He has been with WH Cornerstone Investments Inc. since 1998. Harris is also a licensed insurance agent and may recommend certain insurance products on a commission basis. WH Cornerstone Investments Inc. provides financial planning, consulting, and investment management services to individuals, including high net worth clients, as well as pension plans, trusts, and business entities. The firm manages approximately $200 million on a discretionary basis and employs a client-focused approach that combines technical, cyclical, and fundamental analysis.

Adam Dworkin is a financial advisor with Diversified Financial Management in Norwell, MA, holding six 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 advises individuals, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and trustee services. The firm employs both fundamental and quantitative analysis to build diversified portfolios and provides retirement plan participant education through presentations and workshops.

Michele Russell is a CFP® with 26 years of industry experience and has been with Ceres Financial Group, Inc. since 2002. She is also associated with OSAIC Wealth Inc. (formerly Royal Alliance Associates, Inc.) as a registered representative. In addition to her advisory roles, she operates an insurance brokerage as a sole proprietor. Ceres Financial Group, Inc. is a state-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management and comprehensive financial planning, using customized asset allocations and third-party model portfolios, and manages client accounts exclusively on a non-discretionary basis.