Sean Pearce is a financial advisor at Leeb Capital Management, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he served six years in the United States Marine Corps and worked at Brent International School Manila. He is also employed at the University of Massachusetts, Boston. Leeb Capital Management provides investment supervisory services to individuals, institutions, trusts, pensions, and profit-sharing plans, managing approximately $111.9 million in assets across about 60 clients. The firm employs a combination of top-down macroeconomic theme identification and bottom-up fundamental security selection in its portfolio management.

During my career, I have had the opportunity to work with a full spectrum of clients, including those opening their first retirement accounts to those on top of the Forbes wealthiest list and their family offices. A family office is one that a wealthy family hires as the necessary professionals to handle their wealth management as full-time employees working solely for their family. Each wealthy family has a dedicated CEO who runs their entire office and encompasses subject matter expertise in numerous areas. Family offices are usually reserved for people with an excess of $100 million because of the cost to create and maintain them. Every member of the office collaborates to ensure the family’s goals are achieved. My time working with the world’s wealthiest and supporting their family offices has created a desire to emulate this model for all by collaborating with your existing team of professionals. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant®, and Enrolled Agent with the IRS I focus on bringing the collaborative planning delivered by Family Offices to the clients who work with our team. This means collaborating with the existing professionals in their lives to cover all aspects of their comprehensive planning needs. This may include details associated with asset allocation, investment research, portfolio manager selection, real estate investment analysis, business planning, estate planning, tax planning, risk management and retirement planning. I cherish the trust and confidence that clients place in me to provide guidance along the path toward financial independence. After 17 years in the industry, I have come to realize that building relationships with clients and their team of professionals allows us to be a resource for them to pursue financial success and, in turn, provide me with the greatest satisfaction.

Richard Sentnor is a financial advisor at Advisory Resource Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Advisory Resource Group and LPL Financial since 2015. Outside of advisory services, he is involved in non-variable insurance sales, including disability, fixed annuities, life, and long-term care insurance. Advisory Resource Group, LLC provides financial planning and consulting to individuals, high-net-worth clients, and businesses, focusing on written plans and ad-hoc consultations rather than ongoing discretionary investment management. The firm typically offers engagements on an hourly or fixed-fee basis and supports implementation through affiliated broker-dealer and insurance channels.

Timothy Withers is a ChFC® credentialed financial advisor with 39 years of industry experience. He is the owner and president of Twin Gryphon Advisors LLC and has held prior roles at Purshe Kaplan Sterling Investments, Kestra Advisory, Kestra Investment Services, and Wellspring Financial Advisors. Outside of his advisory work, he serves on the board of the Historic Winslow House Association and is a trustee for several trusts. Twin Gryphon Advisors offers investment advisory and financial planning services to individuals, trusts, estates, small businesses, and retirement plans, including a private pooled investment vehicle. The firm provides customized portfolio management using a range of securities and serves in fiduciary roles such as ERISA retirement plan oversight.

William Kelly is a financial advisor at Generous Wealth Management in Hull, MA, holding a Series 66 designation and bringing 21 years of industry experience. He worked at Verity Capital Management, LLC for 13 years before joining Generous Wealth Management, where he has been since 2023. Generous Wealth Management serves individuals, including high-net-worth clients, charitable organizations, and businesses with discretionary investment management, financial planning, retirement plan advisory, and fee-based annuity services. The firm emphasizes strategic asset allocation based on modern portfolio theory and often incorporates outside managers and alternative investments in client portfolios.

William Sempolinski is a CFP® and ChFC® with 32 years of industry experience, currently serving as an advisor at Five Corners Financial Services in Easton, MA. He previously worked at Commonwealth Financial Network for 27 years before establishing his current practice. In addition to his advisory role, he owns a tax and accounting business and serves as treasurer and board member for the Quincy Animal Shelter. Five Corners Financial Services provides discretionary wealth management and financial planning primarily for individuals, high net worth clients, trusts, and estates. The firm manages approximately $292 million across about 290 accounts, using a blend of exchange-traded funds, low-cost mutual funds, and selective individual securities, employing fundamental, technical, cyclical, and charting analyses in portfolio construction.

David Vanduyn is a Series 65-licensed financial advisor with 15 years of industry experience. He has been with Patriot Mullare Associates, Inc., an independent firm based in Hingham, MA, since 2006. Patriot Mullare Associates provides discretionary investment management to a diverse client base including foundations, endowments, corporations, unions, and pension or profit-sharing plans. The firm employs a fundamental, value-oriented approach to equities and prefers investment-grade fixed-income with diversification and issuer limits, managing accounts without margin, short sales, or derivatives.

Nolan Melo is a financial advisor at WH Cornerstone Investments Inc. with one year of industry experience and holds a Series 65 credential. Prior to joining WH Cornerstone Investments, he worked at ALCOR Scientific and held various roles at Providence College and Turner Construction Company. WH Cornerstone Investments Inc. provides financial planning, consulting, and investment and wealth management services to individuals and related accounts, including high net worth clients and institutional clients. The firm employs a holistic approach to develop individualized plans and uses a combination of mutual funds, ETFs, and individual securities, incorporating technical, cyclical, and fundamental analysis in portfolio management.

Robert Pineau is a CFA® charterholder affiliated with Tyler Street Capital in Plymouth, MA, with seven years of industry experience. His prior roles include positions at Loft Line Partners and New World Advisors. Tyler Street Capital is a fee-only registered investment adviser serving individuals, businesses, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm allocates assets across equities, fixed income, mutual funds, ETFs, and may incorporate private investment funds and cryptocurrency exposure, focusing on a small number of clients with relatively large asset bases.

Traci Johnson is a financial advisor at NorthPointe Financial Advisors LLC with four years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked previously at Lurie Davis Wealth Management. Outside of her advisory role, she is a partner in Hometown Rental Solutions LLC, a rental property business. NorthPointe Financial Advisors LLC provides fee-only financial planning, investment management, and educational seminars to individual clients, including high-net-worth individuals. The firm uses a combination of passive and active investment strategies and offers both project-based and ongoing planning services.

Adam Jewett is a CFP® and ChFC® with 19 years of industry experience. He is affiliated with Abundant Wealth Management LLC and has held roles at The Leaders Group, Inc. since 2010 and The Smith Companies/Capitas Financial since 2009, where he serves as Sales Vice President supporting insurance recommendations for financial advisors. Abundant Wealth Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm’s investment approach follows modern portfolio theory with long-term trading and discretionary management tailored to clients’ goals and risk tolerance.

Douglas Moon is a CFA® charterholder with 25 years of industry experience. He has worked at O.F.O. Partners, LLC since 2018 and previously spent 11 years at J.P. Morgan Securities Inc. He serves as a volunteer member of the investment committee for the South Shore Chamber of Commerce, a nonprofit organization focused on regional business development. O.F.O. Partners provides investment advisory services to individuals, high-net-worth clients, families, trusts, charitable organizations, corporations, and estates. The firm employs a long-term, fundamental analysis-based approach with customized portfolios that may include mutual funds, ETFs, individual bonds, and derivative instruments, offering individualized oversight through a small, concentrated client roster.

Todd Johnston is a financial advisor at 1620 Investment Advisors, Inc. in Plymouth, MA, with 24 years of industry experience. He has been with 1620 Investment Advisors since 1999 and holds Series 63 and Series 65 designations. 1620 Investment Advisors provides discretionary investment management and advisory services to individuals, families, trusts, estates, retirement plans, corporations, and charitable organizations. The firm employs a disciplined investment process combining quantitative screening and sector-level fundamental analysis, offering both balanced and fixed-income strategies with a long-term orientation.

Donald Gustafson is a financial advisor at DJG Financial Services, Inc. with 18 years of industry experience. He holds the PFS™ designation and Series 65 license. Gustafson has worked at DJG Financial Services since 2003 and also maintains a longstanding role at D.J. Gustafson & Co, CPA PC since 1986. DJG Financial Services provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a long-term, strategic asset allocation approach with a buy-and-hold orientation, utilizing fundamental and technical analysis supported by third-party tools and offers a performance-based fee option through the Dunham asset allocation program.

John Lavasseur is a Series 66-licensed financial advisor with Four years of industry experience. He has worked at Commonwealth Financial Network and Ss&C before joining Five Corners Financial Services, where he currently practices. Outside of his advisory role, he is involved with tax preparation services through a related business. Five Corners Financial Services provides discretionary wealth management and financial planning for individuals, high net worth clients, trusts, and estates. The firm manages approximately $292 million in assets, using a mix of ETFs, low-cost mutual funds, and selective individual securities guided by various analytical methods.

Joseph Barrett is a financial advisor at Barrett Capital Partners with six years of industry experience. He holds a Series 66 designation and has worked at his current firm since 2021. In addition to his advisory role, he operates an accounting firm, Patrick J Barrett CPA PC, where he serves as a controller. Barrett Capital Partners serves individual investors, employer-sponsored retirement plans, and trusts by providing investment management, financial planning, and pension consulting. The firm employs fundamental analysis for equity selection and maintains diversified portfolios, managing approximately $45 million in assets across about 104 clients.

Raymond Childs is a CFA® charterholder with 16 years of industry experience. He is currently with DJG Financial Services, Inc., where he has worked since 2021. His prior roles include positions at Shorepoint Capital Partners LLC and Able Capital Management, LLC. DJG Financial Services provides personalized financial planning and discretionary investment management to individuals, pension plans, trusts, charitable organizations, and small businesses. The firm employs a long-term, strategic asset allocation approach with a buy-and-hold orientation, utilizing fundamental and technical analysis and offering a performance-based fee option for qualified clients.

Bradford Cadigan is a CFA® charterholder with nine years of industry experience. He is currently with Diversified Financial Management Associates, Inc., where he has worked since 2025. Prior to this, he was with Columbia Threadneedle Investments for eight years and Eaton Vance Management for one year. Diversified Financial Management is an independent, fee-only SEC-registered adviser serving individuals, trusts, businesses, and retirement plans. The firm offers customized portfolio management and financial planning with a tax-aware approach, incorporating both quantitative and fundamental analysis.

Howard Holmes is a CFA® charterholder and the president of Holmes Investment Management, Inc., with 26 years of industry experience. He has led Holmes Investment Management since 2002. Outside of his advisory role, he teaches investments, finance, and economics at various universities in the Boston area. Holmes Investment Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and other business entities. The firm employs a combination of mutual fund, fundamental, and technical analysis along with long-term, short-term, and trading strategies, and uses leverage and derivatives within separately managed accounts for approved clients.

Bryan Galligan is a financial advisor at South Shore Investment Services LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Capital Analysts, Lincoln Investment, and DMI Marketing. Outside of advisory work, he is also engaged in the sales and service of life insurance as a sole proprietor. South Shore Investment Services provides portfolio management and financial planning to individual and high-net-worth clients, primarily managing discretionary accounts with tailored Investment Policy Statements. The firm combines modern portfolio theory and technical analysis, employs both long- and short-term trading strategies, and may utilize third-party managers and model allocations.