Jonathan Morrison is a financial advisor at SHP Wealth Management, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory role, he coaches a 14u baseball team with Rams Baseball Club. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, and corporations. The firm also serves other investment advisers as a sub-adviser and licenses model portfolios and research to unaffiliated RIAs.

Chase Reardon is a financial advisor at SHP Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Commonwealth Financial Network, COSTAR Group, and Middlesex Savings Bank. Outside of his advisory role, he receives a commission for new business he brings to the firm. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, and corporations. The firm customizes investment policy statements for each client and employs fundamental, cyclical, and modern portfolio theory with a long-term trading orientation.

Nicholas Nelson is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, with 11 years of industry experience. He has been with SHP Wealth Management since 2016 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he provides insurance services through SHP Financial. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm uses customized Investment Policy Statements and employs fundamental, cyclical, and modern portfolio theory with a long-term trading orientation.

Rafael Reyes is a financial advisor with SHP Wealth Management, LLC in Plymouth, MA, holding a Series 65 license and four years of industry experience. Prior to joining SHP Wealth Management, he worked at Adviser Investments and Waddell & Reed Financial Advisors. He is also an insurance agent at SHP Financial, LLC, where he sells and services life insurance and fixed annuities. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension plans, charities, and corporations. The firm customizes investment policies, manages discretionary trading, and incorporates fundamental, cyclical, and modern portfolio theory with a long-term investment approach.

Anthony Finocchiaro is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, holding a Series 65 credential with six years of industry experience. His prior roles include positions at Pinnacle Private Wealth, LLC, MassPay, and F&B Produce. SHP Wealth Management serves individuals, pension and profit-sharing plans, charities, and corporations by providing portfolio management, financial planning, and pension consulting. The firm also supports other investment advisers through sub-advisory services and licensing model portfolios, employing a customized Investment Policy Statement and a combination of fundamental, cyclical, and modern portfolio theory in its investment approach.

Paul Kittredge is a financial advisor at SHP Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has been with SHP Financial and its affiliated firms since 2021. Outside of advisory services, he is also involved in insurance sales focusing on annuities and life insurance. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals—including high-net-worth clients—pension and profit-sharing plans, charities, and corporations. The firm customizes Investment Policy Statements, takes discretionary trading authority, and applies fundamental, cyclical, and modern portfolio theory with a long-term trading approach.

Marci Lucier is a financial advisor at SHP Wealth Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at SHP Wealth Management since 2021. Outside of her advisory role, she coaches adult competitive water rowing at the Duxbury Bay Maritime School. SHP Wealth Management provides portfolio management, financial planning, and pension consulting for individuals, pension plans, charities, and corporations. The firm also acts as a sub-adviser and licenses model portfolios to other RIAs, using customized Investment Policy Statements and a long-term investment approach based on fundamental, cyclical, and modern portfolio theory.

Jack Bettle is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, holding Series 63 and Series 66 licenses with three years of industry experience. Before joining SHP Wealth Management, he worked at Fidelity Investments for three years. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, and corporations. The firm customizes Investment Policy Statements and uses a combination of fundamental, cyclical, and modern portfolio theory with a long-term trading orientation to guide asset allocation and monitoring.

Zachary Marsh is a CFP® professional with 10 years of industry experience. He joined Facet in 2023 and previously worked at The Vanguard Group, Inc. for seven years. Marsh holds Series 63 and Series 65 licenses and is based in Hyannis, MA. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients across a wide range of financial planning areas. The firm employs technology-driven, model-based asset allocations primarily using exchange-traded funds and provides services to both non-high-net-worth and high-net-worth households.

Keith Ellis II is a financial advisor with SHP Wealth Management, LLC in Plymouth, MA, holding a Series 65 designation and 11 years of industry experience. He has been with SHP Wealth Management since 2015 and has involvement in several business ventures, including co-ownership of Wicked Fire Pizza, a pizza food truck, and managerial roles in collectibles businesses such as Joes Stuff, LLC and G.O.A.T Cards and Collectibles, LLC. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops to individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm customizes investment policies and uses a long-term, theory-driven approach to asset allocation and ongoing monitoring.

Alexander Dolle is a CFA® charterholder with 11 years of industry experience. He is currently with Waverly Advisors, LLC and previously worked for Northwest Investment Counselors, LLC and Wealth Enhancement Advisory Services. He serves as an alternate member of the Zoning Board of Appeals for the Town of Eastham, Massachusetts. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and multi-family office services.

David Mcpherson is a CFP® with 19 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2024. Prior to this, he spent 18 years with Four Ponds Financial Planning LLC. F.L. Putnam serves a diverse client base including individuals, families, and institutions, providing customized, team-based investment management and advisory services across multiple asset classes. The firm incorporates internally managed strategies and third-party managers, offering options such as sustainable investing and tax-aware rebalancing.

Jason White is a financial advisor at MissionSquare Retirement with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Voya Financial and its affiliates for 11 years. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services, including discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Kyle Britton is a financial advisor at SHP Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining SHP Wealth Management in 2022, he worked at Equitable Advisors and Axa Advisors. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm customizes Investment Policy Statements, takes discretionary authority for trading, and applies fundamental, cyclical, and modern portfolio theory with a long-term trading orientation to asset allocation and monitoring.

Patrick Randall is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at New England Investment & Retirement Group and City Point Wealth Management. Randall is also a licensed insurance agent and occasionally offers related products to clients. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm employs a customized Investment Policy Statement for each client and uses fundamental, cyclical, and modern portfolio theory with a long-term orientation to guide asset allocation and monitoring.

Courtney Bridge is a financial advisor at Moors & Cabot, Inc. with seven years of industry experience, including two years in healthcare prior to joining the firm in 2018. She holds Series 63 and Series 66 licenses. Outside of her advisory role, Bridge is a co-owner of a boutique clothing store and serves on the board of the Bluecoats of Barnstable. Moors & Cabot serves retail and high-net-worth individuals, as well as organizations such as corporations, pension plans, trusts, and charitable entities. The firm offers investment management, financial planning, and consulting services with portfolio strategies tailored to clients’ objectives and risk tolerances.

David Hathaway is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, with 14 years of industry experience. He holds the Series 66 designation and has worked at several firms including Santander Investment Services and Platinum Wealth Partners. Outside of his advisory role, he provides insurance services through SHP Financial. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and educational workshops to individuals, pension plans, charities, and corporations. The firm also acts as a sub-adviser and licenses model portfolios to other investment advisers, employing a disciplined investment approach based on fundamental, cyclical, and modern portfolio theory.

Thomas Wyszynski is a financial advisor at Prospera Financial Services, Inc. with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including MML Investors Services, LLC, Mass Mutual Life Insurance Company, Thrivent Financial, and Charles Schwab. Prospera Financial Services, Inc. is a multi-team advisory firm with 281 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning and portfolio management through various advisory programs and platforms.

Joshua Santos is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Fidelity Investments and The Bulfinch Group, as well as experience working at Stonehill College. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension plans, charities, corporations, and other advisers. The firm customizes Investment Policy Statements, uses fundamental, cyclical, and modern portfolio theory with a long-term trading approach, and serves both high-net-worth clients and institutional investors.

Matthew Peck, CFP® and Series 65 licensed, is a financial advisor with SHP Wealth Management, LLC in Plymouth, MA, with 14 years of industry experience. He has been with SHP Wealth Management since 2015 and also holds roles at SHP Financial, LLC and Four Hands, LLC, where he is a partner involved in marketing services through Juvenal Marketing. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm customizes Investment Policy Statements for each client and employs fundamental, cyclical, and modern portfolio theory with a long-term trading orientation to guide asset allocation and ongoing monitoring.