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 at Baldwin Wealth Partners, LLC, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked at Baldwin Wealth Partners since 2022 and previously spent 12 years at American Research & Management Co. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse clientele, including individuals across wealth spectrums, trusts, estates, and institutional clients. The firm employs a combined top-down and bottom-up investment approach, integrates ESG factors in its portfolio management, and manages private pooled investment vehicles with audited financials.

Aidan Mcbride is a CFP® professional with six years of industry experience, currently associated with Baldwin Wealth Partners, LLC. Prior to joining Baldwin Wealth Partners in 2026, he spent eleven years at Fidelity Investments. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and institutional investors. The firm employs a combination of top-down macro analysis and bottom-up fundamental research, incorporating ESG factors in portfolio construction and manager selection.

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 industry experience. He has been with Florek Financial, LLC since 2009 and previously worked at Rinet Company, LLC from 2001 to 2009. In addition to his financial advisory role, he provides tax preparation services as a sole proprietor. Florek Financial, LLC offers customized wealth management and portfolio management to individuals and high-net-worth clients, including trusts, estates, and retirement accounts. The firm combines financial planning, investment management, and tax services, using both index and actively managed funds with a primarily long-term investment approach.

Melyna Young is a financial advisor at Bristol Wealth Group in Taunton, MA, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors and Bristol County Savings Bank. Bristol Wealth Group is a registered investment adviser managing approximately $985.6 million in assets for individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary wealth management and financial planning, using fundamental analysis to tailor portfolios according to client objectives and risk tolerances.

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 at SHP Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Burbank Wealth Management, Wells Fargo Advisors, and W.B Mason. SHP Wealth Management offers 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 Policy Statements, uses a combination of fundamental, cyclical, and modern portfolio theory with a long-term trading orientation, and acts as a sub-adviser and model portfolio licensor.

Aidan Arone is a financial advisor at SHP Wealth Management, LLC with the CFP® designation and two years of industry experience. His prior roles include positions at Park Avenue Securities and The Bulfinch Group. He is also a licensed insurance agent at SHP Financial, LLC. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension plans, charities, corporations, and other advisors. The firm customizes investment policies for clients and employs a long-term, theory-based approach to asset allocation and monitoring.

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 IV is a financial advisor with SHP Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Michael Raposa, Adam Baur, Citizens Investments, and Russell Investments. 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 policy statements for each client and employs fundamental, cyclical, and modern portfolio theory with a long-term trading orientation.

Zachary Perkins is a CFA® charterholder with seven years of industry experience. He is currently with SHP Wealth Management, LLC and SHP Financial, and has held prior roles at Eaton Vance Distributors, Inc. and Morgan Stanley. 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, using a customized Investment Policy Statement and a long-term, theory-driven approach to asset allocation and monitoring.

Colin Cronin is a financial advisor at SHP Wealth Management, LLC with Series 63 and Series 66 credentials and three years of industry experience. He has worked at several firms, including Private Client Services, LLC, Mayflower Financial Advisors, LLC, and Fidelity Investments. Colin is dually registered with Mayflower Financial Advisors and Private Client Services, serving as an investment advisor representative and registered representative. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and educational workshops to individuals, pension plans, charities, and corporations. The firm customizes investment policy statements for clients and employs fundamental, cyclical, and modern portfolio theory with a long-term trading approach.

Sara Kappos is a CFP® with 12 years of experience in the financial industry. She is currently with The AmeriFlex Group and has previously worked with Commonwealth Financial Network and Blue Hills Wealth Management, where she holds a vice president position focused on insurance, benefits, and human resources. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies using model asset allocations, discretionary and non-discretionary manager relationships, and various wrap program solutions.

Natalia Manning is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at SHP Wealth Management, LLC since 2022 and previously spent 13 years with Morgan Stanley Smith Barney LLC. Outside of advising, she has worked as a retail sales associate for Lululemon. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension plans, charities, corporations, and other investment advisers. The firm customizes Investment Policy Statements for each client and employs a long-term trading approach guided by fundamental, cyclical, and modern portfolio theory.

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 SHP Financial, LLC, NYLife Securities LLC, and New York Life Insurance Company. 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 acts as a sub-adviser and licenses model portfolios and research to unaffiliated RIAs, using a customized investment policy statement and a long-term trading orientation based on fundamental, cyclical, and modern portfolio theory.

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 Series 65-licensed financial advisor with SHP Wealth Management, LLC, where he has worked for 11 years and brings a total of 12 years of industry experience. His prior roles include positions at Nationwide Investment Solutions, LLC, and leadership in marketing through PaxCam Marketing. Outside of financial advising, he is involved with Four Hands, LLC and has entrepreneurial experience in insurance sales and marketing services. SHP Wealth Management provides portfolio management, financial planning, and pension consulting to individuals, pensions, charities, and corporations. The firm customizes investment policy statements and applies fundamental, cyclical, and modern portfolio theory with a long-term trading approach.

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.