Kyle Johnston is a CFA charterholder with five years of industry experience. He has worked at 1620 Investment Advisors, Inc. since 2017 and previously spent one year at Cambridge Associates LLC. 1620 Investment Advisors is an SEC-registered firm managing approximately $196 million for individual and high-net-worth clients through a four-person team. The firm offers discretionary portfolio management, consulting, and retirement plan advisory services, combining quantitative screening with fundamental sector analysis to build customized portfolios.

William Benjes is a CFA charterholder with 22 years of experience in the financial industry. He has been with 1620 Investment Advisors, Inc. since 2004. 1620 Investment Advisors is an SEC-registered firm managing approximately $196 million for about 222 clients through a four-person team. The firm serves individual and high-net-worth clients with discretionary portfolio management and retirement plan advisory services, using a combination of quantitative screening and fundamental analysis to build customized portfolios.

Christopher Rieger is a CFA® charterholder affiliated with 1620 Investment Advisors, Inc. in Plymouth, MA. He has experience at Berenberg Capital Markets and Rockefeller Capital Management, and has been with 1620 Investment Advisors since 2026. Christopher holds a Series 63 license. 1620 Investment Advisors manages approximately $241.6 million for about 239 clients, providing discretionary investment management, financial consulting, and retirement plan advisory services to a diverse client base including individuals, families, and institutions. The firm’s investment approach combines quantitative screening with fundamental and technical analysis, focusing on long-term portfolio construction with the flexibility for tactical reallocations.

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 with Granite Wealth Management LLC in Plymouth, MA, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. His prior roles include positions at International Assets Investment Management, International Assets Advisory, Bolton Global Asset Management, and Bolton Global Capital. In addition to his advisory work, he is a licensed independent insurance agent. Granite Wealth Management is a small, state-registered advisory firm serving individual clients and small businesses with discretionary portfolio management, financial planning, and consulting services. The firm customizes portfolios using a combination of individual account management and third-party model strategies, with no required minimum account size and monthly client reporting.

Timothy Withers is a financial advisor with Twin Gryphon Advisors LLC, holding the ChFC® designation and Series 63 license, and has 39 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Kestra Advisory, and Wellspring Financial Advisors. He serves on the board of the Historic Winslow House Association and is trustee for several family trusts. Twin Gryphon Advisors provides investment advisory and financial planning services to individuals, trusts, estates, small businesses, and retirement plans. The firm offers customized portfolio management using a mix of individual equities, ETFs, mutual funds, and bonds, and also serves as the general partner and investment manager of a private pooled investment vehicle.

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.

Thomas Condon is a financial advisor with Condon Wealth Management, Inc. in Plymouth, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Condon Wealth Management since 2008 and at Condon & Lapsley, LLC since 2013, where he also offers tax preparation and accounting services. Thomas is involved in financial planning and insurance sales alongside his advisory role. Condon Wealth Management serves individual investors, trusts, and small businesses, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of strategies including asset allocation and both fundamental and technical analysis, often placing clients into third-party managers and turnkey asset management programs.

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. with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with 1620 Investment Advisors since 1999. 1620 Investment Advisors manages approximately $241.6 million for around 239 clients, offering discretionary investment management, financial consulting, and retirement plan advisory services. The firm serves individuals, families, trusts, estates, corporations, and charitable organizations, using a blend of quantitative screening and fundamental and technical analysis to develop portfolios with a generally long-term orientation.

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® 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.

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.