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 12 years of industry experience, currently serving as a financial advisor at McNamara Financial Services, Inc. His prior experience includes a role at Eaton Vance Distributors, Inc. from 2016 to 2019. 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 tactical adjustments, using institutional custody and third-party technology to support portfolio monitoring and client reporting.

Joshua Grieves is a CFP® professional with 18 years of experience in the financial services industry. He is currently with BostonPremier Wealth, where he has worked for 10 years, and previously held roles at LPL Financial and Commonwealth Financial Network. Outside of his advisory work, he is involved in fixed insurance sales. BostonPremier Wealth advises individual and high-net-worth clients, as well as select charitable and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach, focusing on aligning portfolios with clients’ risk profiles and target asset allocations.

Timothy Nash is a CFA® charterholder with 26 years of industry experience. He is a financial advisor at Aequitas Investment Advisors, LLC and previously worked at CitiGroup and Columbia Management Advisors, Inc. Aequitas Investment Advisors serves individuals, including high-net-worth clients, as well as charitable foundations and non-profit organizations. The firm employs a consultative, non-discretionary investment approach focused on long-term buy-and-hold strategies with diversified allocations across mutual funds, ETFs, and selected individual securities.

Robert Florek is a CFP® professional with 22 years of industry experience. He has been with Florek Financial, LLC since 2009 and previously worked at Rinet Company, LLC from 2001 to 2009. In addition to his financial advisory role, he provides tax preparation services as a sole proprietor. Florek Financial, LLC offers customized wealth management and portfolio management to individuals and high-net-worth clients, including trusts, estates, and retirement accounts. The firm combines financial planning, investment management, and tax services, using both index and actively managed funds with a primarily long-term investment approach.

Thomas Clougherty is a CFP® professional with one year of experience at BostonPremier Wealth and over 15 years of experience with United Senior Advisors, Inc. He is based in Hingham, MA and works as part of a seven-advisor team. BostonPremier Wealth provides financial planning, portfolio management, and retirement-plan consulting to individuals, charitable organizations, and business clients. The team manages approximately $525 million across roughly 749 client relationships, employing discretionary, model-based portfolios with the flexibility to customize client solutions.

Meredith Russell is a financial advisor at BostonPremier Wealth with six years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at T. Rowe Price from 2013 to 2017 and Everybody Water from 2024 to 2025. BostonPremier Wealth is a team-based firm serving individuals, charitable organizations, and business clients with financial planning, portfolio management, and retirement-plan consulting. The firm manages discretionary, model-based portfolios and offers customized solutions through access to Commonwealth’s advisory programs.

William Noonan is a financial advisor at Contravisory Investment Management, Inc. in Norwell, MA, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Contravisory since 1995. Contravisory serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and endowments, managing approximately $702 million across various discretionary and non-discretionary accounts. The firm employs a proprietary quantitative and technical research system to identify long-term price trends and combines active equity strategies with sponsored private pooled vehicles that utilize long-short strategies and performance-based fees.

Ryan Marini is a financial advisor with BostonPremier Wealth, holding Series 63 and 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Commonwealth Financial Network and LPL Financial. He is a founding partner of BostonPremier Wealth. BostonPremier Wealth advises individual and high-net-worth clients, as well as select charitable and corporate clients, managing approximately $351 million in assets. The firm uses a top-down, model-driven approach to portfolio management, typically implementing discretionary managed accounts tailored to clients’ risk profiles and target allocations.

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.

Warner Henderson is a ChFC® with over 31 years of industry experience, serving as an advisor at Aequitas Investment Advisors, LLC since 1991. He is based in Hingham, MA, and holds a Series 63 license. Aequitas Investment Advisors provides financial planning, portfolio management, and consulting services primarily to individuals, including high-net-worth clients, as well as charitable foundations and non-profit organizations. The firm’s investment approach emphasizes target asset allocation between fixed assets and equities, with a long-term buy-and-hold strategy managed on a non-discretionary, consultative basis.

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 worked at SHP Wealth Management since 2023. His prior experience includes positions at Burbank Wealth Management and Wells Fargo Advisors. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm customizes investment policies for each client and employs fundamental, cyclical, and modern portfolio theory with a long-term trading approach.

Aidan Arone is a financial advisor at SHP Wealth Management, LLC with the CFP® designation and two years of industry experience. His prior roles include positions at Park Avenue Securities and The Bulfinch Group. 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 plans, charities, corporations, and other advisors. The firm customizes investment policies for clients and employs a long-term, theory-based approach to asset allocation and monitoring.

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 eight years of experience in the financial industry. He is currently with SHP Wealth Management, LLC and SHP Financial, where he has worked since 2025. His prior experience includes 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 through sub-advisory services and licensing model portfolios, using a customized Investment Policy Statement and a long-term, fundamental-based investment approach.

Kevin Dufault is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 designation and 12 years of industry experience. He previously 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 individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors. The firm offers customized financial planning and portfolio management services, utilizing sub-advisers and platform solutions to address diverse client needs.

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.