Stephen Hall is the sole advisor at Yarrington Management Company, an independent firm based in Westborough, MA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to founding Yarrington Management Company in 1999, Hall became a partner at Higley Hall & Company, Inc., where he advises boards of banks, credit unions, and trust companies on senior management and policy issues. Yarrington Management Company provides independent advisory services with a focus on personalized client engagement.

Kalule Guwatudde is a financial advisor at BoraBond, LLC with two years of industry experience. He holds the Series 66 designation and has held positions at Nortlov Securities, Kalepa Corporation, TA Associates, and McKinsey and Company. BoraBond specializes in discretionary and non-discretionary asset management focused on African government bonds, primarily serving charitable organizations, small businesses, and corporations. The firm employs a longer-term strategy using fundamental and technical analysis within a single managed account and operates an omnibus custody arrangement to facilitate bond settlements.

William Dion is a CFP® professional with 17 years of experience in financial services. He is currently affiliated with XYPN Sapphire and previously worked at Tenere Wealth Advisors, Cerity Partners LLC, Prio Wealth LP, and Rockland Trust. XYPN Sapphire provides investment management and financial planning to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach using diversified portfolios and offers adviser-tailored plans supported by a corporate RIA structure owned by XY Planning Network.