Joshua Singer is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Edward Jones for 12 years before joining South Shore Investment Services LLC, where he has been since 2026. In addition to his advisory role, he is also a licensed insurance agent involved in the sale of various insurance products. South Shore Investment Services LLC provides portfolio management and financial planning to individual and high-net-worth clients, utilizing both modern portfolio theory and technical analysis. The firm manages primarily discretionary accounts, prepares customized Investment Policy Statements, and employs third-party managers and model allocations to support its client services.

Henry Place Jr. is a CFA® charterholder with 15 years of industry experience. He has been with Diversified Financial Management since 2014. 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, employing both quantitative and fundamental analysis with a tax-aware approach.

George Pope is the sole advisor at Patriot Mullare Associates, Inc., an independent firm based in Hingham, MA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, having been with Patriot Mullare Associates since 1998. In addition to his advisory role, he has been affiliated with U Mass Boston since 1996. Patriot Mullare Associates provides discretionary investment management to a diverse client base, including institutional and individual clients such as foundations, endowments, corporations, unions, and pension or profit-sharing plans. The firm’s investment approach focuses on fundamental, value-oriented equity analysis and investment-grade fixed income with diversification and risk controls, managing accounts without margin, short sales, or derivatives.

Raymond Morris is a financial advisor at High Pines Wealth Management LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments for eight years before joining High Pines in 2018. Morris is also a licensed insurance professional, dedicating a small portion of his time to this activity. High Pines Wealth Management provides comprehensive wealth management and financial planning services to individuals, trusts, estates, businesses, foundations, and endowments. The firm employs a long-term investment approach combining fundamental analysis with active and passive strategies across multiple asset classes.

Brian Kenney is an investment advisor with AFG Fiduciary Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, and Alignment Financial Group. Kenney is also a licensed independent insurance agent providing fixed and indexed annuity solutions. AFG Fiduciary Services offers discretionary wealth management, comprehensive financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm uses a primarily long-term, fundamental analysis approach to build customized portfolios and also provides ERISA-related services and investment oversight for plan sponsors.

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.

Lauren Fakonas is a CFP®, ChFC®, and Series 66 licensed advisor with four years of industry experience. She is currently with Rise North Capital Investment Advisors and previously worked at MML Investors Services, MassMutual Life Insurance, and Northwestern Mutual. Outside of her advisory role, she is active as an insurance broker, selling life, fixed annuities, disability, long-term care, and health insurance. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm operates with a co-advisor model, offering customized portfolio proposals, ongoing reviews, and public educational workshops.

Kennan Startzell is a CFP® and Series 66 registered advisor with nine years of industry experience. He is currently with Stablepoint Partners, LLC, joining the firm in 2024 after eight years at Morgan Stanley and one year at Brown Brothers Harriman. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. Stablepoint Partners provides wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm delivers customized, primarily long-term investment strategies through discretionary portfolio management and uses both fundamental and technical analysis alongside ongoing monitoring and formal reviews.

Henry Wheelwright is a CFP®-certified financial advisor with 24 years of industry experience. He currently works at Stablepoint Partners, LLC and has previously held positions at Morgan Stanley and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he serves on the South Shore Health Development Committee's Finance Committee in Weymouth, Massachusetts. Stablepoint Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs customized, primarily long-term investment strategies and offers additional services such as retirement plan advisory and cash-management access through third-party programs.

Edward Dixon is a financial advisor at The L. Warner Companies, Inc with eight years of industry experience. He holds a Series 65 designation and has been associated with Dixon & Associates since 2003. In addition to his advisory role, Dixon is involved in insurance sales, dedicating approximately ten hours per week to this activity. The L. Warner Companies serves high-net-worth individuals, trusts, estates, retirement plans, corporations, non-profits, and other business entities by offering financial planning, investment management, and consulting services. The firm manages diversified portfolios with a multi-year investment horizon and employs an internal research team to support its investment decisions.

James Moise is a financial advisor at Little House Capital, LLC in Braintree, MA, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with Little House Capital since 2017 and previously worked at People's United Bank from 2013 to 2017. Little House Capital is an SEC-registered advisory firm serving individuals, trusts, foundations, endowments, and corporate clients with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, offering trustee, family-office, and multi-generational planning services.

Lynn Kelly is a financial advisor at Little House Capital, LLC with one year of industry experience. She holds a Series 65 designation and has been with Little House Capital since 2019. Little House Capital is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, foundations, endowments, and other corporate entities. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services, using a primarily long-term investment approach that combines fundamental and technical analysis.

Michael Doucette is a financial advisor with Kelly Financial Services LLC in Braintree, MA, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at Pioneer Financial Group, Securian Financial Services Inc., Minnesota Life Insurance Company, Park Ave Securities, and Guardian. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages client portfolios mainly on a discretionary basis, employing a mix of equities, fixed income, mutual funds, and ETFs with a focus on capital preservation and long-term growth, while also utilizing third-party sub-advisors and customized model portfolios.

Andrew Kebalka is a financial advisor at BostonPremier Wealth with five years of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network, Astrocyte Research, and Bradley, Foster & Sargent, Inc. In addition to his advisory role, he is involved in fixed insurance sales. BostonPremier Wealth serves individual, high-net-worth, charitable, and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach focused on risk profiling and customized portfolio management.

Jacob Ciechon is a financial advisor with Rise North Capital Investment Advisors holding a Series 65 license and three years of industry experience. He previously worked at Foundations Investment Advisors, LLC, and has business experience with GC & Sons Dock Equipment. Outside of advisory work, he is involved in life insurance and annuity sales. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm operates with a co-advisor model, emphasizing customized portfolio proposals, ongoing reviews, and public educational workshops.

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.

Kristin Creighton is a financial advisor with DAI Wealth, LLC who holds Series 63, Series 65, and Series 66 licenses and has eight years of industry experience. She previously worked at Concorde Investment Services, LLC and DAI Securities, LLC. Outside of financial advising, she is the sole proprietor of Kristin Creighton Design, a marketing, sales, and branding consulting business for small businesses. DAI Wealth, LLC manages approximately $330 million in assets and serves a broad range of individual and institutional clients. The firm combines advisor-led customization with third-party model and platform solutions, offering services including investment management, financial planning, and retirement-plan advisory.

Adam Dani is a financial advisor at Napier Financial with 13 years of industry experience. He holds the Series 66 designation and has previously worked at US Wealth Management, Valentinos, Volturno, PFE Advisors, and John Hancock. Napier Financial serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management, financial planning, retirement-plan advisory, family office, and trustee services. The firm employs a macro-economic, top-down asset allocation process and manages most client accounts on a discretionary basis, utilizing a range of investment vehicles tailored to client objectives.

Omar Mian is a financial advisor with Compass Capital Corporation, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been associated with Compass Capital Corporation since 2005 and Compass Securities Corp since 2008. In addition to his advisory role, he occasionally takes on life insurance cases through an affiliation with Moody Street Group, LLC. Compass Capital Corporation provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an investment approach centered on asset allocation and portfolio optimization using investment-analysis software, typically constructing portfolios from ETFs, mutual funds, equities, fixed income, and cash equivalents.

Mary Madeline Kelly is a financial advisor at Kelly Financial Services LLC with a Series 65 designation and two years of industry experience. She has been with Kelly Financial Services since 2017 in various roles and also worked at Providence College from 2015 to 2019. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages approximately $623.6 million in assets for about 1,401 client households, focusing on income and capital growth with an emphasis on capital preservation through a mix of equities, fixed income, mutual funds, and ETFs.