John Noonan is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Great Oak Capital Partners, LLC since 2015. He holds Series 63 and Series 65 licenses and operates out of South Easton, MA. 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, rebalancing, and factor integration, using primarily institutional mutual funds and ETFs.

William Marvel is a financial advisor with Baldwin Wealth Partners, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Baldwin Wealth Partners since 2008, which was formerly known as Baldwin Brothers, LLC. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles. The firm employs a combination of top-down macro analysis, bottom-up fundamental research, and a manager-of-managers approach, with portfolios built around five core asset classes and incorporating ESG factors.

Nathan Stewart is a financial advisor with Baldwin Wealth Partners, LLC in Marion, MA, holding Series 65 and Series 63 licenses. He has three years of industry experience and has worked at Baldwin Wealth Partners since 2022, following a 12-year tenure at American Research & Management Co. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, and institutional accounts. The firm combines a top-down macro framework with bottom-up fundamental research and employs a manager-of-managers approach across multiple asset classes.

Steven Dean is a financial advisor at Baldwin Wealth Partners, LLC, based in Cambridge, MA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Citizens Financial Group and KLR Investment Advisors. Baldwin Wealth Partners serves individuals, trusts, pensions, charitable organizations, corporations, and pooled investment vehicles, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services. The firm employs a combined top-down macro framework and bottom-up fundamental research approach, managing approximately $2.5 billion as of year-end 2024.

Robert Florek is a CFP® professional with 22 years of experience in the financial industry. He has been with Florek Financial, LLC since 2009 and also operates a tax preparation business outside of investment services. Florek Financial, LLC provides customized wealth management and portfolio management to individuals and high-net-worth clients, including trusts, estates, and retirement accounts. The firm integrates financial planning, investment management, and tax services, offering both discretionary and non-discretionary management with a focus on long-term asset allocation.

Melyna Young is a financial advisor at Bristol Wealth Group in Taunton, MA, holding a Series 66 designation with three years of industry experience. She previously worked at firms including Raymond James Financial Services Advisors, Alan Siegel Financial Services, and Bristol County Savings Bank. Bristol Wealth Group offers financial planning and discretionary wealth management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes fundamental analysis in constructing portfolios tailored to clients’ objectives and risk tolerance, managing nearly $1 billion in discretionary assets with a six-advisor team.

Paul Furcinito is a financial advisor at Florek Financial, LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Florek Financial since 2009. The firm serves individuals and high-net-worth clients with customized wealth and portfolio management, offering integrated financial planning, investment management, tax planning, and tax compliance. Florek Financial emphasizes a primarily long-term investment approach, utilizing both discretionary and non-discretionary management, and is notable for its accounting affiliation and substantial non-discretionary assets under management.

Raphael Hanna is a financial advisor with SHP Wealth Management, LLC in Plymouth, MA, holding Series 65 and Series 63 designations. He has four years of industry experience, including roles at Burbank Wealth Management and Wells Fargo Advisors. Prior to his advisory career, he worked at W.B. Mason and has academic experience from Stonehill College and Saint Joseph Prep. SHP Wealth Management, LLC is a multi-advisor registered investment adviser managing approximately $1.9 billion for individual and institutional clients. The firm provides portfolio management, financial planning, pension consulting, and subadvisory services, employing long-term trading and various analytical approaches within a structured investment policy framework.

Aidan Arone is a CFP® with one year of industry experience, currently serving as a financial advisor at SHP Wealth Management, LLC. His background includes roles at The Bulfinch Group and Guardian Life Insurance Company. He is also a licensed insurance agent at SHP Financial, LLC. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and subadvisory services to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm uses a disciplined investment process combining fundamental and cyclical analysis with modern portfolio theory and maintains customized Investment Policy Statements for all clients.

Jason Cooper is a financial advisor with Prosperity Capital Advisors in South Easton, MA, holding the PFS™ and Series 66 designations and bringing 16 years of industry experience. He is also the owner of a CPA firm and serves in leadership roles with local youth sports organizations, including as President of the Holliston Youth Basketball Association and Vice President of the Holliston Youth Baseball and Softball Association. His prior work includes roles at Retirement Income Strategies, LLC and C2P Capital Advisory Group LLC. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, while also offering institutional services and advisory support to separate advisors.

Michael Guthrie is a financial advisor at SHP Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual Wealth Management Company and Russell Investments. SHP Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and subadvisory services to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm’s investment approach combines fundamental and cyclical analysis with modern portfolio theory, tailoring strategies to client risk profiles and time horizons.

Zachary Perkins is a CFA® charterholder with seven years of industry experience. He currently works at SHP Wealth Management, LLC and SHP Financial, having previously held roles at Eaton Vance Distributors, Inc. and Morgan Stanley. SHP Wealth Management, LLC is a multi-advisor registered investment adviser managing approximately $1.9 billion for individual and institutional clients. The firm provides portfolio management, financial planning, pension consulting, and subadvisory services, employing a combination of fundamental, cyclical, and modern portfolio theory analyses in its investment approach.

Colin Cronin is a financial advisor at SHP Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Mayflower Financial Advisors, and Private Client Services. Outside of his advisory role, he has also been involved in media and sports broadcasting activities. SHP Wealth Management, LLC is a multi-advisor firm managing approximately $1.9 billion for individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm offers portfolio management, financial planning, and pension consulting, employing a disciplined investment approach that incorporates fundamental and modern portfolio theory analyses.

Sara Kappos is a CFP® professional with 12 years of industry experience, currently serving as an investment advisor representative at The AmeriFlex Group. She has held previous roles at Commonwealth Financial Network and operates Blue Hills Wealth Management, where she is Vice President of Insurance, Benefits, and Human Resources. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting with various wrap and non-wrap solutions, utilizing multiple custodians and regular account reviews.

Natalia Manning is a financial advisor at SHP Wealth Management, LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for 13 years. Outside of her advisory role, she has worked as a retail sales associate at Lululemon. SHP Wealth Management provides portfolio management, financial planning, pension consulting, educational seminars, and subadvisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes fundamental and cyclical analysis alongside modern portfolio theory, tailoring investment strategies to client risk profiles and time horizons.

Bradley Parillo is a financial advisor at SHP Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at multiple firms including NYLife Securities LLC, New York Life Insurance Company, and Cornerstone Financial Group, LLC. Prior to his financial career, he spent four years at Texas Christian University. SHP Wealth Management, LLC is a multi-advisor registered investment adviser managing approximately $1.9 billion for individual and institutional clients. The firm provides portfolio management, financial planning, pension consulting, and subadvisory services, employing a long-term investment approach based on fundamental, cyclical, and modern portfolio theory analyses.

Cheryl Bush is a Series 65-licensed financial advisor with Prosperity Capital Advisors and has two years of industry experience. She has previously worked at Retirement Income Strategies, LLC dba Dellelo Wealth Management and NEXT Financial. In addition to her advisory role, Ms. Bush is a licensed insurance agent and also assists with tax preparation services through Shovel Town Tax. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies with access to mutual funds, ETFs, SMAs, and alternative solutions.

Randy Ball is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Santander Securities and Santander Bank since 2015. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and oversight through its clearing custodian.

Derek Gregoire is a financial advisor at SHP Wealth Management, LLC with 12 years of industry experience. He holds a Series 65 credential and has worked in various roles including at Nationwide Investment Solutions, LLC and PaxCam Marketing, where he served as director of marketing services. Outside of advising, he is involved in insurance sales and maintains ownership interests in several businesses, including Four Hands, LLC and Gregoire & Associates, LLC. SHP Wealth Management, LLC is a multi-advisor registered investment adviser managing approximately $1.9 billion in assets for individual and institutional clients. The firm provides portfolio management, financial planning, pension consulting, and other services, employing a long-term investment approach with regular account monitoring and diversified investment options.

Kevin Morrissey is a financial advisor at NorthCoast Asset Management LLC with 16 years of industry experience. He has held roles at Kovitz Investment Group Partners, Connectus Wealth, Lido Advisors, and Grimes & Company. Morrissey holds Series 63 and Series 66 licenses. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, institutional clients, and intermediaries. The firm uses a quantitatively based, systematic investment approach, offering a range of strategies including equity, fixed income, options-defined outcome overlays, and alternative interval funds.