David Trott is the sole advisor at Aragorn Ltd., an independent firm based in Milton, MA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his financial advisory work, he is the president and owner of a law firm that provides tax, business, and estate planning services. Aragorn Ltd. offers financial planning, consulting, and discretionary investment management to individuals and a variety of institutional clients, including pension plans, trusts, and charitable organizations. The firm customizes portfolios based on clients’ risk tolerance and time horizon, employing fundamental, technical, and cyclical analysis to allocate assets across multiple categories.

Stephen Gorman is the principal advisor at Gorman Financial Management in Hingham, MA, with 32 years of industry experience. He has served at his firm since 1992. Gorman Financial Management provides fee-only comprehensive personal financial planning, investment monitoring, and financial consulting for individual clients and families. The firm focuses on a Modern Portfolio Theory approach using pooled investment vehicles and does not accept discretionary authority over client accounts.

David Quinn is a financial advisor at Targeted Equity Consulting Group with 24 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Stifel Nicolaus & Company for 15 years. In addition to his advisory role, he has involvement with 3Step Sports LLC. Targeted Equity Consulting Group provides portfolio management and pension consulting services to pension and profit-sharing plans, high-net-worth individuals, and business entities. The firm emphasizes equities and non-U.S. securities, employing a variety of analytical methods and strategies tailored to clients’ goals and risk tolerance.

Joseph McCarthy is a CFP® with 43 years of industry experience, currently serving as an advisor at AFG Fiduciary Services. He has worked at Purshe Kaplan Sterling Investments, Inc. and Wells Fargo Advisors Financial Network, LLC. In addition to his advisory role, he is involved in selling fixed income annuities and insurance. AFG Fiduciary Services provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, fundamental-analysis investment approach and offers tailored, holistic engagement solutions.

Susan Skahan is an Investment Advisor Representative with AFG Fiduciary Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Purshe Kaplan Sterling Investments, Inc. since 2021 and was previously with Wells Fargo Advisors Financial Network from 2015 to 2021. AFG Fiduciary Services provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, fundamental-analysis approach to portfolio construction while maintaining flexibility for shorter-term adjustments and leverages various investment tools as appropriate.

John Sardoni is a financial advisor at Generous Wealth Management with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Financial Gravity Family Office Services and HD Vest Investment Services. Outside of advisory work, Sardoni owns Profiscal Solutions LLC, a tax preparation and accounting services firm. Generous Wealth Management serves individuals, high-net-worth clients, charitable organizations, and businesses, providing discretionary investment management, multi-level financial planning, retirement plan advisory, and fee-based annuity services. The firm employs a strategic asset allocation approach based on modern portfolio theory and integrates outside managers and alternative investments as part of its portfolio solutions.

Brett Goverman is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience, currently serving at Financial Solutions Associates since 2016. He holds the Series 65 designation and works out of Dedham, MA. Financial Solutions Associates is an SEC-registered advisory firm that provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, trusts and estates, small businesses, retirement plan participants, and charitable organizations. The firm manages approximately $172 million in discretionary assets, employing a strategic asset allocation approach that combines actively and passively managed funds, tactical allocations, and periodic portfolio rebalancing.

Robert Clary is the sole advisor at Clary Financial, Inc., an independent registered investment adviser. He holds Series 63 and Series 65 credentials and has 48 years of industry experience. Clary has worked at McNeish, Delorey Inc. and North Easton Savings Bank, where he also serves as a director. He is involved in an insurance planning business providing life, disability, and health coverage. Clary Financial, Inc. offers retirement and financial planning along with discretionary portfolio management to individuals, trusts, retirement plans, and corporations. The firm manages approximately $92.9 million in assets for 439 clients, using a long-term, fundamental-analysis approach focused on no-load mutual funds and ETFs.

Jonathan Asher is a financial advisor at Exemplar Wealth Partners LLC with one year of industry experience. He holds a Series 65 designation and has served as a volunteer in Hingham Town Government for 18 years. Exemplar Wealth Partners serves individual and high-net-worth clients as well as charitable organizations, providing discretionary portfolio management and standalone fixed-fee financial plans. The firm uses a client-specific Investment Policy Statement and multiple analysis methods combined with a long-term trading orientation to tailor portfolios to clients’ goals and risk tolerance.

Akhil Shah is an advisor at Holmes Investment Management, Inc. with a Series 65 designation. He has been with Holmes Investment Management since 2023. Prior to his current role, Akhil’s background includes positions at Boston University, Bansal Infraprojects Private Limited, Atharva Real Infra Pvt. Ltd., Avenues Payments Ltd., Angel One Pvt., and studies at the London School of Economics. Holmes Investment Management provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines individualized asset-allocation advice with factor-based equity model portfolios and employs advanced trading techniques such as margin borrowing, short sales, options strategies, and derivatives for approved clients.

Matthew Di Ruggiero is an investment advisor representative with Generations Retirement Group, LLC and AE Wealth Management, LLC, holding Series 66 and Series 63 licenses with eight years of industry experience. His prior experience includes roles at Citizens Securities, Inc., MassMutual Life Insurance Company, and McAdam LLC. He serves as a board member and manages social media for My Brother's Keeper Food Pantry. Generations Retirement Group provides investment advisory and managed-account services to individual and high-net-worth clients, utilizing a goal- and risk-driven investment approach that includes asset allocation, dollar-cost averaging, and technical analysis. The firm offers both discretionary and non-discretionary management and may recommend unaffiliated sub-advisors.

Jim Gibbons is a financial advisor at High Pines Wealth Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Strategic Advisers, Inc. and Fidelity Brokerage Services, Inc. He also spends time involved in non-variable insurance activities unrelated to investment management. High Pines Wealth Management offers comprehensive wealth management and financial planning services to individuals, trusts, estates, businesses, foundations, and endowments. The firm employs a long-term investment approach using a mix of mutual funds, ETFs, individual stocks, and bonds, managing approximately $159 million in client assets.

Amir Alamir is a financial advisor at Holmes Investment Management, Inc. He holds a Series 65 designation and has been with the firm since 2024. His prior experience includes roles as a quantitative analyst and positions at Boston University and Sharif University of Technology. Holmes Investment Management serves individuals, trusts, estates, charitable organizations, and other business entities, offering both discretionary and non-discretionary portfolio management and financial planning services. The firm combines factor-based equity model portfolios with individualized asset allocation and employs advanced trading techniques such as margin borrowing, short sales, options strategies, and derivatives for approved clients.

Paula Harris is a financial advisor at WH Cornerstone Investments Inc. with 18 years of industry experience. She holds a Series 65 designation and has been with W. H. Cornerstone Investments, LLC since 2003. Outside of her advisory role, she owns Rise Up Success Training, a company that provides seminars and workshops focused on personal and professional development. WH Cornerstone Investments Inc. offers financial planning, consulting, and investment management services to individuals and related accounts, including high net worth clients and various types of trusts and business entities. The firm employs a comprehensive, individualized approach to portfolio construction and provides educational seminars on personal finance and investments as part of its regular client outreach.

If you spend any time with Brandon, you will likely hear him say, “I believe that God put me on this earth to serve business owners & entrepreneurs.” Operating under a conviction that small businesses drive our economy, he brings passion and dedication to helping people be the best version of themselves and to run their businesses at the highest possible level. Of course, he will define the term entrepreneur a little more broadly than most – choosing to include those who have employers but have the mindset of the entrepreneur (a.k.a “intrapreneur”). His experience at Deloitte as well as his time starting, managing, and selling a business in the energy sector before joining the financial services industry, makes Brandon an insider to this community and uniquely positions him to provide insight and expertise to business owners. Acknowledging that not everyone will own a business, Brandon encourages people to take ownership of whatever role they are in to create opportunities for their careers, their finances, and ultimately, their families. Brandon believes that everyone has the capacity to live a life of significance and meaning. With Brandon, family always comes first. His most important roles are as a husband to his wife, Kelly, and as a father to Jake (age 15), Anna (age 13) and Luke (age 8). Brandon, a resident of Duxbury, MA, can often be found volunteering on the baseball field or the soccer field. Brandon is very active in his congregation at New Hope Chapel (Norwell), is an avid golfer, and is a fan of the University of Georgia Bulldogs. Keep an eye out for the UGA flag flying prominently at Duxbury Beach.

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 with seven years of industry experience. He holds a Series 66 designation and previously worked at International Assets Investment Advisory, International Assets Advisory, LLC, Robert Half International, and served twelve years in the United States Marine Corps. Granite Wealth Management is a small, state-registered advisory firm that serves individual clients and small businesses with discretionary portfolio management, financial planning, and consulting services. The firm combines individual account management with third-party model strategies and tailors portfolios to clients’ goals and risk tolerances.

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.