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.

Andrew Kebalka is a financial advisor at BostonPremier Wealth with five years of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network, Astrocyte Research, and Bradley, Foster & Sargent, Inc. In addition to his advisory role, he is involved in fixed insurance sales. BostonPremier Wealth serves individual, high-net-worth, charitable, and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach focused on risk profiling and customized portfolio management.

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.

Lisette Smith is a CFP® professional with 19 years of experience, currently associated with The Advisory Group of San Francisco, LLC. She has been with the firm since 2016. The Advisory Group of San Francisco, LLC is a fee-only advisory firm with a six-advisor team managing approximately $810 million for individuals, foundations, endowments, and retirement plans. The firm combines modern portfolio theory with fundamental and quantitative analysis, utilizing both active and passive funds, and offers services including discretionary investment management, integrated financial planning, and fiduciary support.

Noreen Walsh is a financial advisor at Aequitas Investment Advisors, LLC with 19 years of industry experience. She holds a Series 65 designation and has been with Aequitas since 2005. Aequitas Investment Advisors is a small multi-advisor team managing approximately $826 million for around 180 clients, including high-net-worth individuals, charitable foundations, and non-profit organizations. The firm provides financial planning, portfolio management, and consulting services, emphasizing a long-term, buy-and-hold investment approach with client-approved, non-discretionary management.

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.

Raymond Sicard III is a CFP® and CFA® credentialed advisor at Falcon Wealth Planning, LLC with 12 years of industry experience. His prior roles include positions at LPL Financial, Goodman Advisory Group, Facet Wealth, and Ameriprise Financial Services. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office offering for clients with over $5 million under management. The firm employs fundamental and technical analysis, modern portfolio theory, and various trading strategies, with discretionary account management and regular portfolio reviews.

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.

Spencer Henderson is a ChFC® with three years of industry experience, currently serving as an advisor at Aequitas Investment Advisors, LLC. He has been with Aequitas since 2007, contributing to the firm's multi-advisor team based in Hingham, MA. Aequitas Investment Advisors provides financial planning, portfolio management, and consulting services to individuals, charitable foundations, and non-profit organizations. The firm manages approximately $826 million with a client-driven, non-discretionary investment approach that emphasizes long-term asset allocation, regular rebalancing, and both comprehensive and focused financial planning.

Paul Reardon is a CFP® with 34 years of industry experience, currently serving at Investment Advisory Group LLC in Hanover, MA. He has been with Investment Advisory Group since 2004 and previously worked at Cetera Advisors LLC. Outside of his advisory role, he is president of the Boys & Girls Club of Marshfield, overseeing the board of directors and collaborating on governance matters. Investment Advisory Group LLC provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a team-based approach grounded in Modern Portfolio Theory and behavioral finance, managing diversified portfolios primarily composed of mutual funds, ETFs, and fixed income.

Keith Whitt is a financial advisor with Investment Advisory Group LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Investment Advisory Group since 2018 and has been with Maritime Wealth Advisors LLC since 2011. Prior to that, he was employed at Geneos Wealth Management, Inc. from 2006 to 2018. Investment Advisory Group LLC manages approximately $1.2 billion in assets for individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a five-advisor team and uses a disciplined investment approach based on Modern Portfolio Theory, the Fama-French three-factor model, and behavioral finance, primarily utilizing diversified portfolios of mutual funds, ETFs, and fixed income securities.

Mark Bossey is a financial advisor at BostonPremier Wealth with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Commonwealth Financial Network and LPL Financial. Bossey is also a co-owner of BostonPremier Wealth and has involvement in fixed insurance sales. BostonPremier Wealth advises individual, high-net-worth, charitable, and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach focused on risk profiling and customized model portfolios.

Michelle Fallon is a CFP® professional with 11 years of industry experience. She is part of a five-advisor team at Aequitas Investment Advisors, LLC in Hingham, MA. Aequitas Investment Advisors serves individuals, including high-net-worth clients, as well as charitable foundations and non-profit organizations. The firm employs a consultative, non-discretionary investment approach focused on long-term asset allocation and periodic rebalancing across mutual funds, ETFs, and selected individual securities.

Adam Ferguson is a financial advisor with BostonPremier Wealth in Hanover, MA, holding over one year of industry experience. He has worked at Commonwealth Financial Network since 2024 and has been involved with McCarthy Ferguson CPA Inc. since 2004. BostonPremier Wealth advises individual and high-net-worth clients, as well as select charitable and corporate clients, managing approximately $351 million in client assets. The firm employs a top-down, model-driven investment approach, offering financial planning, portfolio management, and retirement plan consulting through various advisory programs and third-party model portfolios.

David Canal is a financial advisor at Contravisory Investment Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Contravisory since 2000. 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 to address potential conflicts.