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.

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.

Erik Saarinen is a CFP® with 11 years of industry experience, currently serving as a financial advisor at McNamara Financial Services, Inc. He previously worked at Eaton Vance Distributors, Inc. and has been with McNamara Financial Services since 2022. McNamara Financial Services provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, endowments, and businesses. The firm emphasizes Modern Portfolio Theory and strategic asset allocation with a tactical component, using low-cost mutual funds and ETFs within diversified portfolios.

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.

Elizabeth Vallone is a financial advisor at Bay Colony Advisors with 12 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Bay Colony Advisors and Essential Asset Management, LLC since 2015. In addition to her advisory role, she works as an independent insurance agent for Essential Asset Management on a limited basis. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients with financial planning, portfolio management, retirement plan consulting, and related services. The firm integrates a fundamental, long-term investment approach with access to model portfolios and third-party sub-advisers, while offering family-office and concierge services alongside institutional retirement fiduciary solutions.

William Noonan is a financial advisor at Contravisory Investment Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Contravisory since 1995. Contravisory Investment Management offers 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.

Stephen Daglio is a financial advisor at Bay Colony Advisors with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bay Colony Advisors since 2015. In addition to his advisory role, he operates as an independent insurance agent. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other instruments, managing approximately $1.26 billion in client assets across about 30 advisors.

Theodore Ciolkosz Jr. is a financial advisor with Investment Advisory Group LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Investment Advisory Group since 2004 and previously worked at Cetera. He serves as a member of the Hingham Advisory Committee, where he reviews requests for annual operating and capital appreciation and makes recommendations on town warrant articles. Investment Advisory Group, LLC provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a team-based approach grounded in Modern Portfolio Theory, the Fama-French three-factor model, and behavioral finance, managing approximately $1.2 billion in assets across about 1,542 clients.

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 65 and Series 63 licenses and has previously worked at Burbank Wealth Management, Wells Fargo Advisors, W.B. Mason, Stonehill College, and Saint Joseph Prep. SHP Wealth Management offers 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 and uses fundamental, cyclical, and modern portfolio theory with a long-term trading orientation to guide asset allocation and monitoring.

Aidan Arone is a CFP® professional with two years of industry experience, currently serving as an advisor at SHP Wealth Management, LLC. His prior work experience 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 educational workshops for individuals, pension and profit-sharing plans, charities, and corporations. The firm customizes investment policy statements for each client and employs a long-term trading approach using fundamental, cyclical, and modern portfolio theory.

Michael O'Neil is a financial advisor at International Assets Investment Management, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Patriot Wealth Strategies, Patriot Financial Group, and Raymond James Financial Services. Since 2013, he has been the owner and president of O'Neil Wealth Services, LLC, a private label entity for financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisors. The firm offers customized, long-term portfolio management using a range of investment vehicles and may implement strategies via third-party managers or wrap programs.

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.

Kevin Dufault is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 license and bringing 12 years of industry experience. Prior to joining Stratos in 2019, he worked at Bank of America and Merrill from 2014 to 2019. He is also a partner at Veritas Boston Wealth Management, an investment advisory and financial planning firm. Stratos Wealth Advisors serves individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients by providing financial planning and portfolio management through various advisor-managed programs and third-party platforms. The firm offers integrated access to SEI-affiliated services, combining customized portfolio construction with a broad range of investment and custody options.

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.

Karen Sullivan is a Series 65 licensed financial advisor with Belpointe Asset Management LLC, based in Hingham, MA. She has three years of industry experience, including roles at Fortis Capital Advisors, LLC and McAdam LLC. Outside of advising, she has worked as an independent insurance agent focusing on fixed insurance sales. Belpointe Asset Management serves a diverse client base, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies ranging from passive to active and tactical approaches, combining internal and third-party management to meet client objectives.

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.