Ilda O'Brien is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Delta Wealth Management, LLC since 2016. Based in Hanover, MA, she is part of a two-advisor team at the firm. Delta Wealth Management primarily serves high-net-worth individuals, trusts, estates, retirement accounts, charitable organizations, and corporations, offering fee-based investment management, financial planning, and consulting. The firm utilizes a fundamental analysis and long-term asset allocation approach, combining internally selected equities and fixed-income instruments with third-party asset managers, and manages client relationships through master household agreements and multiple sub-accounts.

Mark Everett is a financial advisor with Diversified Financial Management in Norwell, MA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Diversified Financial Management since 2015. 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 holistic, tax-aware approach, incorporating both quantitative and fundamental analysis.

Cody Wright is a financial advisor at WH Cornerstone Investments Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Mass General Brigham and Massachusetts General Hospital. WH Cornerstone Investments Inc. provides financial planning, consulting, and investment management services to a variety of clients, including high net worth individuals and institutional accounts. The firm emphasizes a holistic and individualized approach to client relationships and uses a combination of mutual funds, ETFs, and individual securities in portfolio construction.

John Zaro is a financial advisor at Granite Wealth Management LLC in Plymouth, MA, with eight years of industry experience. He holds a Series 66 designation and previously worked at International Assets Advisory, LLC and International Assets Investment Management. Zaro served in the United States Marine Corps for 12 years before entering the financial industry. Granite Wealth Management is a small, state-registered advisory firm that serves individual clients, business entities, and charitable organizations through personalized investment management, financial planning, and consulting. The firm employs a multi-method investment process incorporating fundamental, technical, bottom-up, and top-down analysis, with no account minimums and a client roster weighted toward non-high-net-worth individuals.

Sean Condon is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Condon Wealth Management, Inc. in Plymouth, MA. He has worked at Purshe Kaplan Sterling Investments since 2009 and has been with Condon Wealth Management since 2008. Condon Wealth Management provides advisory services to individuals, trusts, and corporations, offering both discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm develops client-specific Investment Policy Statements, implements asset allocation using proprietary and third-party strategies, and conducts regular account and manager reviews.

Casey Phinney is a financial advisor at Generous Wealth Management with a Series 65 designation and one year of industry experience. Prior to advisory work, Casey held roles at Ss&C, College Aid Pro, and Island Creek Oyster Farm. Generous Wealth Management serves individuals, charitable organizations, and businesses, providing discretionary investment management, multi-level financial planning, retirement plan advisory, and fee-based annuity services. The firm’s investment approach utilizes strategic asset allocation based on modern portfolio theory with tactical adjustments and frequently employs outside managers and separately managed accounts.

Colby Hesson is a financial advisor at South Shore Investment Services LLC with five years of industry experience. He has prior experience at LPL Financial LLC, Citizens Bank, and Fidelity Brokerage Services LLC. South Shore Investment Services provides portfolio management and financial planning to individual and high-net-worth clients, managing approximately $118 million in discretionary assets. The firm employs a combination of modern portfolio theory and technical analysis and offers access to third-party investment managers while maintaining ongoing oversight.

Michael Green is a financial advisor with TGA Capital Management in Plymouth, MA, holding a Series 63 designation and 31 years of industry experience. He has been associated with The Green Agency since 1987 and Michael D Green Insurance Associates since 1982. TGA Capital Management provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on strategic asset allocation with a fixed-income and dividend-driven core, supplemented by equities and ETFs, and offers coordinated tax, estate, and insurance planning through affiliated entities.

Jason Clary is a financial advisor with Clary Financial, Inc. He holds Series 63 and Series 65 credentials and has 19 years of industry experience. He has been with Clary Financial since 2014 and has a background that includes roles at Clary Investment and Insurance Planning Corp., MML Investor Services, Inc., and MassMutual Life Insurance Company. Clary Financial, Inc. is an independent registered investment adviser serving individuals, trusts, retirement plans, and corporations. The firm manages approximately $92.9 million in assets with a client base of 439, using a long-term, fundamental-analysis approach focused on no-load mutual funds and ETFs.

John Kasameyer is a CFA® charterholder with 22 years of industry experience. He is currently an advisor at Altar Rock, having joined the firm in 2024 after prior roles at Cresset Capital Partners and Fidelity Investments. Altar Rock serves high-net-worth individuals, families, and trusts, offering discretionary portfolio management and financial planning. The firm employs a blend of qualitative and quantitative analysis with a focus on tax-aware portfolio construction, manager selection, and utilizes proprietary planning tools and advanced investment techniques when appropriate.

Kyle Johnston is a CFA® charterholder at 1620 Investment Advisors, Inc. with six years of industry experience. He previously worked at Cambridge Associates LLC for one year before joining 1620 Investment Advisors, where he has been since 2017. 1620 Investment Advisors provides discretionary investment management and advisory services to individuals, families, trusts, estates, retirement plans, corporations, and charitable organizations. The firm uses a combination of quantitative screening and sector-level fundamental analysis to build balanced or fixed-income focused portfolios, and it offers retirement-plan fiduciary services as well as research and sub-advisory services to other financial firms.

William Benjes Jr. is a CFA charterholder with 23 years of industry experience. He has been with 1620 Investment Advisors, Inc. since 2004 and previously worked at Delta Financial Management Corp from 2002 to 2004. 1620 Investment Advisors, Inc. provides discretionary investment management and advisory services to individuals, families, trusts, retirement plans, corporations, and charitable organizations. The firm uses a combination of quantitative screening and fundamental analysis to manage portfolios with a long-term orientation, supporting a range of investment strategies including balanced and fixed-income approaches.

David Corman is a financial advisor at Generations Retirement Group, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes two years at AE Wealth Management, LLC before returning to Generations Retirement Group, where he has been involved since 2011, including insurance sales and services. Generations Retirement Group provides investment advisory and managed-account services to individual and high-net-worth clients, using a goal- and risk-driven approach with tailored asset allocation strategies. The firm supports discretionary and non-discretionary management and employs methods such as asset allocation, dollar-cost averaging, and technical analysis.

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.

Bruce Zaro is a financial advisor at Granite Wealth Management LLC in Plymouth, MA, holding Series 63, 65, and 66 designations with 41 years of industry experience. His prior work includes roles at International Assets Investment Management, Bolton Global Asset Management, and Diamond Brothers Realty Trust. Outside of advisory services, Bruce is licensed as an independent insurance agent. Granite Wealth Management is a small, state-registered advisory firm serving individual clients, business entities, and charitable organizations. The firm offers personalized investment management and financial planning with a tailored investment process and no account minimums, managing approximately $87 million across discretionary and non-discretionary engagements.

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.