John Choe is a financial advisor at Finarc Investments, Inc. in Norwood, MA, holding a Series 65 designation with 11 years of industry experience. He has been with Finarc Investments since 2014. Finarc Investments is an SEC-registered investment adviser serving individuals, pensions, trusts, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and financial planning, using fundamental and technical analysis across various asset classes with ongoing supervision and client reviews.

Nicholas De Peyster is a CFP® and CFA® with 15 years of experience in the financial industry. He has been with Genesis Wealth Advisors, LLC since 2011. Outside of his advisory role, he serves as Managing Director of Surge Ventures, LLC, a family-oriented limited partnership. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, providing discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm’s investment approach centers on fundamental analysis and long-term portfolio construction, using model and custom portfolios with ongoing monitoring and periodic rebalancing.

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.

Connor Russ is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Bristol Wealth Group, where he is part of a five-advisor team, and previously was employed at Raymond James Financial Services Advisors, Inc. and Bristol County Savings Bank. Outside of his financial advisory role, he serves as a football official for youth and high school games through the Southeastern MA Football Officials Association. Bristol Wealth Group is a registered investment adviser managing approximately $985.6 million in client assets and serving individuals, trusts, pension plans, charitable organizations, and corporations. The firm provides discretionary wealth management and financial planning, using fundamental analysis to manage tailored portfolios aligned with client objectives and risk tolerances.

Dean Larabee III is a financial advisor at Bristol Wealth Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial and Ricciardi Financial Group. Outside of his advisory role, Larabee serves as chairperson for the Berkley Public Library Building Committee. Bristol Wealth Group is a five-advisor team that provides financial planning and discretionary wealth management to individuals, trusts, estates, pension plans, charitable organizations, and corporations. The firm manages nearly $1 billion in client assets using fundamental analysis to construct tailored portfolios and offers ongoing portfolio supervision alongside financial planning.

Paul Stone is a financial advisor at Genesis Wealth Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Genesis since 2012. In addition to his advisory role, he is licensed as an insurance producer in Massachusetts. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans with discretionary and non-discretionary investment management and financial planning services. The firm uses fundamental analysis and long-term portfolio construction tailored to each client’s objectives, with a distinctive focus on model portfolios and detailed performance reporting.

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.

Paul Duval is a financial advisor at Genesis Wealth Advisors, LLC with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Duval has worked at Genesis Wealth Advisors since 2011 and also serves as president of GCA Insurance Agency, Inc., where he is involved in insurance-related activities. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, providing investment management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on fundamental analysis and long-term portfolio construction tailored to client objectives, with an emphasis on model portfolios and comprehensive performance reporting.

Mark Mcauley is a CFP® with 15 years of industry experience, currently serving at Great Oak Capital Partners, LLC since 2019. He is also president of Great Oak Tax Planning, Inc., a tax preparation firm. Mcauley’s background includes over two decades of involvement in tax services through Great Oak Tax Planning. Great Oak Capital Partners, LLC provides wealth management, financial planning, investment management, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm employs an evidence-based investment approach focused on low costs, diversification, rebalancing, and factor integration, and combines investment advice with access to tax and accounting services through affiliated companies.

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.

Martin Paul is a financial advisor with Bright Futures Wealth Management, LLC, holding Series 63 and Series 65 licenses and over 50 years of industry experience. He has worked with multiple firms, including Cetera Advisors LLC and Silver Oak Securities, Inc. Outside of his advisory role, he serves as a service officer for local veterans' organizations, including VFW Post 2547 and American Legion Post 7 in North Easton, MA. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting services to a diverse client base, including individuals, trusts, and retirement plans. The firm employs a variety of investment analysis techniques and offers both discretionary and non-discretionary services.

Louis Ricciardi is a financial advisor at Bristol Wealth Group with 44 years of industry experience. He has held positions at Raymond James Financial and UBS Financial Services before joining Bristol Wealth Group in 2018. Ricciardi serves on multiple nonprofit boards, including the Boys & Girls Club of Metro South, Bridgewater State University Foundation, Massachusetts Maritime Academy Foundation, and the Ricciardi College of Business Advisory Board, and he is the board president of the Taunton Development Corp. Bristol Wealth Group is a five-advisor team that provides financial planning and discretionary wealth management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages portfolios using fundamental analysis and offers ongoing portfolio supervision and periodic reviews tailored to client objectives and risk tolerances.

Jaclynne Walsh is a CFP® with one year of industry experience, currently affiliated with Equita Financial Network, Inc. She has previously worked at Clarity Point Financial Planning, Cambridge Investment Research, North Light Financial Services, Barone & Associates, and Anser Advisory. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, investment management, and ongoing consulting services. The firm emphasizes market efficiency and strategic asset allocation while providing discretionary management and utilizing sub-advisers and the Schwab Managed Account Marketplace to support client portfolios.

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.

Joseph Arsenault is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Great Oak Capital Partners, LLC since 2026 and previously spent 18 years at Heritage Financial Services, LLC. Great Oak Capital Partners, LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm follows an evidence-based investment approach focusing on low costs, diversification, and rebalancing, and is affiliated with an accounting and tax services company to offer integrated advice.

William Sylvia Jr. is a CFP® with 19 years of industry experience, currently serving as an advisor at Great Oak Capital Partners, LLC since 2015. He previously worked at LPL Financial and Osaic FS, Inc. Great Oak Capital Partners, LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm manages approximately $478 million for about 591 clients, utilizing an Evidence-Based Investment Approach focused on low costs, diversification, rebalancing, and factor exposures.

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.

John Noonan III is a CFP® professional with 21 years of industry experience. He has been with Great Oak Capital Partners, LLC since 2015 and previously worked at Osaic FA, Inc. and Osaic FS, Inc. Great Oak Capital Partners, LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm follows an Evidence-Based Investment Approach emphasizing low costs, diversification, and rebalancing, and integrates tax and accounting services through affiliated professionals.