Christopher Willis is a CFP® and Series 65-licensed advisor with five years of industry experience. He is currently with SHP Wealth Management, LLC and SHP Financial, LLC. Outside of his financial advisory work, Willis also serves as a restaurant server at La Cucina Ristorante. 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, manages discretionary trading, and employs fundamental, cyclical, and modern portfolio theory with a long-term approach.

Joshua Kosinski is a financial advisor at SHP Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at SHP Financial and Bryant University. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and educational workshops for a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, charities, and corporations. The firm also supports other investment advisers through sub-advisory services and licensing of model portfolios, employing a long-term investment approach based on fundamental, cyclical, and modern portfolio theory.

Katherine Baker is a CFP® professional with three years of industry experience. She is currently with SHP Wealth Management, LLC, where she has worked since 2026. Her prior experience includes roles at Pathstone, The Colony Group, LLC, and Eaton Vance Investment Counsel. 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 as a sub-adviser and licenses model portfolios and research to unaffiliated RIAs, utilizing a customized Investment Policy Statement and a long-term trading approach based on fundamental, cyclical, and modern portfolio theory.

Kurt Mogilnicki is a financial advisor with FourStar Wealth Advisors, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at FourStar since 2019 and previously held positions at Brooks, Berkley & Chase, Commonwealth Financial Network, Bank of America, N.A., and Merrill. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis and manages client assets across a range of securities and investment vehicles, with portfolios tailored to risk tolerance and time horizon.

Scott Myers is a CFP® with 19 years of industry experience. He is currently with Waverly Advisors, LLC and previously spent 18 years at Bridge Creek Capital Management LLC. Outside of his advisory work, he is a part owner and partner in a commercial real estate investment business. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of financial planning, consulting, and multi-family office services.

Cameron Iarrobino is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Twin Focus Capital Partners, Global Retirement Partners, Corbco Retirement Group, Beck Bode Wealth Management, and Morgan Stanley Wealth Management. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm uses a long-term, fundamental and cyclical investment approach tailored to each client's Investment Policy Statement, with discretionary trading authority and ongoing asset allocation monitoring.

Owen Imparato is a financial advisor at SHP Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at SHP Financial, LLC, Gwfs Equities, Inc., and Empower Retirement. Outside of finance, he has worked with the Boston Red Sox in ballpark operations and event security. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension plans, charities, and corporations. The firm also serves other advisers by acting as a sub-adviser and licensing model portfolios, using a long-term investment approach guided by fundamental, cyclical, and modern portfolio theory.

Michael Bagni is a Series 65-licensed financial advisor at SHP Wealth Management, LLC with one year of industry experience. His prior roles include positions at SHP Financial, LLC and Morgan Stanley, as well as work outside the financial sector at Partners Hospitality and Haverty & Feeney Attorneys at Law. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension plans, charities, corporations, and other investment advisers. The firm customizes Investment Policy Statements for clients and employs a long-term trading approach using fundamental, cyclical, and modern portfolio theory.

Mark Kenney is a CFP®-credentialed financial advisor with 15 years of industry experience. He has worked at SHP Wealth Management, LLC since 2017 and previously held roles at Bank of America and Merrill. In addition to his advisory role, Kenney provides insurance services through SHP Financial. SHP Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm customizes Investment Policy Statements for clients, employs a mix of fundamental, cyclical, and modern portfolio theory, and takes discretionary authority for trading with a long-term investment approach.

Alina Osokhovska is a CFP® professional with three years of industry experience. She is currently with SHP Wealth Management, LLC and has prior experience at Crestwood Advisors, Beacon Financial Planning, and First Citizens Federal Credit Union. 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 and employs a combination of fundamental, cyclical, and modern portfolio theory with a long-term trading orientation.

Keyana Russ is a CFP®-designated financial advisor at F.L. Putnam Investment Management Company with four years of industry experience. She previously worked at Four Ponds Financial Planning and the College of Charleston. F.L. Putnam serves a diverse client base including individual investors, families, and institutions, offering customized, team-based investment management and financial planning. The firm combines internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

James Sferrazza is a financial advisor at SHP Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at North Easton Savings Bank and SHP Financial. In addition to his advisory role, he is an Insurance Agent at SHP Financial, LLC. 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 supports other investment advisers by acting as a sub-adviser and licensing model portfolios and research to unaffiliated RIAs, using a customized Investment Policy Statement and a long-term trading orientation.

Laura Russo is a Series 65-licensed financial advisor with SHP Wealth Management, LLC, based in Plymouth, MA. She has two years of industry experience, including previous roles at Bank of America (US Trust) and Boyd and Boyd PC. Laura has been associated with SHP Financial since 2018. 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 as a sub-adviser and licenses model portfolios and research to unaffiliated RIAs, using a customized Investment Policy Statement and a long-term, fundamental investment approach.

William Murdoch Jr. is a CFP®-certified financial advisor with Janney Montgomery Scott, where he has worked since 1998, accumulating 42 years of industry experience. He serves as Chair of the Town of Barnstable Trust Fund Advisory Committee in Hyannis, MA, overseeing portfolio review and disbursement recommendations. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Gwen Dadoly is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily serving individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory approach includes both one-time planning services and ongoing discretionary management through model-based and customized portfolios.

Robert Dunkley is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services LLC and Bank of America N.A., including Merrill. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and advisory programs.

Drewry Mcmullen is a financial advisor with OSAIC Institutions, Inc. in Hyannis, MA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Cape Cod Five, New York Life Insurance Company, and Eagle Strategies. He also has entrepreneurial experience from working at OneDrop Holdings, LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer model with both discretionary and non-discretionary assets.

James Jazo is a financial advisor at OSAIC Institutions, Inc. with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Eagle Strategies LLC, New York Life Insurance Company, and White Cap Financial & Insurance Services. In addition to his advisory role, he is involved in an insurance brokering business that focuses on non-registered products. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory and financial planning services through a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Stephen Wiper is a financial advisor at TIAA-CREF with 33 years of industry experience. He has been with TIAA-CREF since 2007. He holds the Series 63 and Series 65 designations. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm’s advisory model separates one-time financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund through Charityvest.

Michael Marchese Jr. is a CFP® with 28 years of industry experience, currently affiliated with Commonwealth Financial Network and Axial Financial Group. He has held various ownership and management roles in multiple related entities, including tax services and insurance businesses. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and custodial services.