Nancy Bissel is a financial advisor at Paramount Financial with a Series 65 designation and one year of industry experience. She has worked at Paramount Financial since 2022 and is also involved with DWB Tax and Insurance Services LLC as an insurance agent. Prior to her advisory roles, she worked in real estate and spent seven years at the Garden Terrace Alzheimer's Center of Excellence. Paramount Financial provides discretionary asset management and financial planning services to individual clients, utilizing proprietary portfolios with strategic and tactical asset allocation. The firm offers financial plans at no additional charge and conducts educational seminars, with investment strategies that include periodic rebalancing and a mix of mutual funds, ETFs, and other pooled vehicles.

David Belisle is a financial advisor with Paramount Financial in Danvers, MA, holding a Series 65 credential and six years of industry experience. He has worked at several firms, including AE Wealth Management and Brookstone Capital Management, and is involved in tax planning and preparation through his ownership of DWB Tax and Insurance Services LLC and Tri-Point Tax and Accounting Services LLC. Paramount Financial offers discretionary asset management and financial planning to individual clients, utilizing proprietary portfolios with strategic and tactical asset allocation. The firm also provides financial plans at no extra charge and conducts public educational seminars.

Peter Mulholland is a financial advisor with Essex Private Wealth Management LLC in Topsfield, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Huntwicke Securities, LLC since 2016 and has been involved with Huntwicke Advisors, LLC since 2009. Outside of finance, he co-manages a family dairy farm specializing in milk goats and cheese production. Essex Private Wealth Management serves individuals, trusts, estates, retirement plans, and charitable organizations with customized wealth management and investment advisory services. The firm constructs portfolios primarily using mutual funds and ETFs, applying both fundamental and technical analysis with a generally long-term orientation.

Mark Hideriotis is a financial advisor at Financial Management Associates, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Inc., Antaeus Wealth Advisors, LLC, and JP Morgan Chase. Outside of his advisory role, he is also an independent insurance agent for various companies. Financial Management Associates, LLC provides portfolio management and financial planning services to individuals, pension plans, trusts, and business entities, managing over $126 million in client assets. The firm employs a combination of fundamental and technical analysis and typically exercises investment discretion while offering consultative and non-securities advice, including insurance recommendations.

Randall Tavilla is a financial advisor at MWA Asset Management with 23 years of industry experience. He has held the Series 66 designation and has worked at MWA Asset Management since 2013, previously working at Triad Advisors, Inc. and engaging in insurance sales for 17 years. MWA Asset Management provides discretionary and non-discretionary asset management and financial planning services to individuals, including high-net-worth clients, as well as pensions, trusts, estates, and charitable organizations. The firm customizes portfolios and asset allocation based on client objectives and uses both internal and third-party research to guide investment decisions.

Samuel Conte is a financial advisor at Massachusetts Wealth Management, LLC with 19 years of industry experience. He has held his current position since 2012 and holds Series 63 and Series 66 designations. Massachusetts Wealth Management provides discretionary investment management to individuals, high-net-worth clients, trusts, retirement plans, charitable foundations, and endowments. The firm employs a tactical asset allocation strategy with a long-term orientation and custom-constructed portfolios that typically combine equities, fixed income, and cash equivalents.

Michael Stuart is a CFA® charterholder and holds a Series 65 license with 31 years of industry experience. He has been with Clark & Stuart, Inc. since 1994. Clark & Stuart provides discretionary investment management primarily to high-net-worth individuals, their families, small businesses, and not-for-profit institutions. The firm employs a conservative-growth, fundamentally driven strategy focused on concentrated portfolios of high-quality common stocks, low turnover, and long-term holdings, with tailored portfolio construction based on client-specific factors.

Renato Mastrogiovanni is a financial advisor with Healthview Asset Management, Inc. He holds a Series 65 designation and has two years of industry experience. He has been involved with HealthView Services since 2012. Healthview Asset Management provides fee-based investment management primarily to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and institutions. The firm offers a range of services including discretionary portfolio management, automated portfolio options, and retirement- and healthcare-focused programs, utilizing actuarial-style algorithms in some offerings to project life expectancy and related expenses.

Katherine Dick is a financial advisor at Clark & Stuart Inc with a Series 65 credential and one year of industry experience. Her prior roles include positions at MBA Builders and as a self-employed advisor at KLD Management. She also worked for Jumpstart for Young Children for five years. Clark & Stuart provides discretionary investment management primarily to high-net-worth individuals, small businesses, and not-for-profit institutions, managing approximately $195.6 million in client assets. The firm employs a conservative-growth, long-term equity strategy focused on high-quality companies with steady profit and dividend growth, managing separate, concentrated portfolios for each client.

Amanda Lique is a financial advisor at Valor Wealth Partners with six years of industry experience. She holds a Series 65 credential and has worked at Valor Wealth Partners and its predecessor entities since 2019. Prior to that, she spent 15 years at Digital Federal Credit Union. Valor Wealth Partners serves individual and high-net-worth clients, offering fee-only investment management and comprehensive financial planning. The firm uses a mix of passive and active strategies, applying various analytical methods to tailor portfolios according to client objectives and risk tolerance.

Hi! I’m Brad. I’m originally from Massachusetts and after a short stint in Washington, D.C. and an extended stay in California, I’ve come full circle back to the Bay State. I’m a competitive sprint triathlete, avid boater, music enthusiast, financial planner, and entrepreneur. As a Founding Partner of Launch Financial Planning, I’m committed to deeply understanding clients’ goals, and I lead the process of researching, planning, and implementing to achieve them. I’m also a frequent guest speaker for Fortune 500 companies and often serve as a financial expert for Boston’s ABC affiliate WCVB-TV, and Mix 104-1's New England Lifestyles show. While growing up I was always interested in music and finance (which I recognize now is an interesting combination). I took the radio route to California for two decades, enjoying entertaining and educating listeners and providing an escape from daily life. After successful roles as a television host and on-air personality with ABC, NBC, and CBS Radio, in 2007 I began my transition to financial planning. With the vivid memory of my parents’ differing ideas around money and their limited knowledge about goal-based financial management, I wanted to understand the finance world better and become self-sufficient with my own finances. As television and radio continued to change and feel less fulfilling, I went back to school and completed the Personal Financial Planning curriculum at UCLA and passed the CFP® exam in 2010. Now, instead of helping people escape their lives, I partner to guide people in fully enjoying their lives – their way. My experience and approach enable me to easily connect and build authentic relationships with clients to collaboratively determine and facilitate their path to financial independence. I’m a Past President of the Financial Planning Association of New England and a member of the Television Academy. I enjoy spending quality time in, on, or near the water as much as possible.

Elaine Morgillo is a CFP® with 28 years of industry experience, currently serving at Flying Point Financial, Inc. since 2020. Prior to this, she led Morgillo Financial Management, Inc. for 22 years. Outside of her advisory role, she manages operations and serves as an executive board liaison for a condominium owners' association in York Beach, ME. Flying Point Financial is a privately owned registered investment adviser with three advisors managing approximately $206.7 million for about 191 clients. The firm provides financial planning and wealth management services using fundamental analysis and primarily discretionary management across various asset classes, including equities, fixed income, mutual funds, and ETFs.

Stephen Cote is a CFP® and Series 66 holder with 22 years of experience in financial advising. He has been leading Cote Financial Management since 2010. Cote Financial Management is a fee-only advisory firm providing non-discretionary investment advice and integrated financial planning to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm emphasizes diversified, asset-allocation portfolios using efficient-frontier optimization, mutual funds, ETFs, and fundamental research, managing approximately $131.6 million on a non-discretionary basis.

Amy Mastromonaco is a financial advisor at Flying Point Financial, Inc. in North Andover, MA, with 23 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Flying Point Financial in 2020, she spent 22 years at Morgillo Financial Management, Inc. Flying Point Financial is a privately owned registered investment adviser with three advisors managing approximately $206.7 million for a diverse client base that includes individuals, high-net-worth households, retirement plans, trusts, estates, and corporations. The firm offers financial planning and wealth management services, designing tailored portfolios using fundamental analysis and managing assets primarily on a discretionary basis across equities, fixed income, mutual funds, and ETFs.

Dennis Wassung Jr. is a financial advisor at Abbot Financial Management, Inc. with 24 years of industry experience. He holds the CFA® designation and Series 63 license. His prior experience includes roles at Huntwicke Securities, LLC, Huntwicke Advisors, LLC, and Cabot Wealth Management. Abbot Financial Management provides discretionary investment management, financial planning, and retirement-plan consulting for individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $359 million in client assets and constructs customized portfolios using a variety of securities, employing both fundamental and technical analysis with a generally long-term investment approach.

Thomas Mcenaney is a CFP® with 22 years of industry experience, currently serving as an advisor at Catalyst Investment Management LLC since 2020. He previously worked for eight years at Maine Financial Advisors. Catalyst Investment Management LLC provides discretionary investment management and financial planning for individuals, high-net-worth clients, trusts, and estates. The firm uses a long-term fiduciary investment approach that incorporates fundamental, technical, cyclical, and charting analysis to tailor portfolios, primarily employing low-cost mutual funds and ETFs alongside individual securities as appropriate.

Andrew Novelline is a CFA® charterholder with 23 years of industry experience. He has been with Abbot Financial Management, Inc. since 2005. Abbot Financial Management provides discretionary investment management, financial planning, and retirement-plan consulting for individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $359 million in client assets and uses both fundamental and technical analysis to tailor portfolios based on client goals, risk tolerance, and time horizon.

Kristina Nissen is a CFA® charterholder with eight years of experience at Trinexus Capital, LLC. She began her career independently before joining Trinexus in 2018 and also worked with Ellie and June, LLC from 2016 to 2018. Trinexus Capital provides investment management services to individuals and institutional clients, including family offices, endowments, and pensions. The firm employs a combination of quantitative and fundamental analysis using proprietary factor models to actively manage equity strategies across various market segments.

James Baga is a financial advisor with Essex Private Wealth Management LLC, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. He has been affiliated with Huntwicke Securities, LLC and Huntwicke Advisors, LLC since 2016. Essex Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, managing approximately $330.5 million for about 216 clients. The firm’s investment approach primarily utilizes mutual funds and ETFs with a generally long-term orientation, incorporating both fundamental and technical analysis along with internal due diligence.

Joshua Massey is a financial advisor based in Ipswich, MA, with 21 years of industry experience. He holds a Series 65 designation and has been working as an advisor since 1994. Outside of his advisory role, he is a member of Cameron-Elmwood Realty, LLC, where he provides input on lease negotiations and extraordinary issues. His firm offers discretionary investment management services to individuals, high-net-worth clients, trusts, and estates, managing approximately $97 million in client assets. The firm focuses on closed-end fund event opportunities and utilizes borrowing strategies to actively manage portfolios.