Jonathan Morrison is a financial advisor at SHP Wealth Management, LLC with three years of industry experience. He holds a Series 66 credential and has worked previously at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory role, he coaches a 14u baseball team for Rams Baseball Club. SHP Wealth Management, LLC is a multi-advisor firm managing approximately $1.9 billion for individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm offers portfolio management, financial planning, and pension consulting, employing long-term trading strategies informed by fundamental, cyclical, and modern portfolio theory analyses.

Chase Reardon is a financial advisor at SHP Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at SHP Wealth Management since 2021, with prior experience at Commonwealth Financial Network, COSTAR Group, and Middlesex Savings Bank. Outside of his advisory role, he receives a commission on new business he brings to the firm. SHP Wealth Management is a multi-advisor registered investment adviser managing approximately $1.9 billion for individual and institutional clients. The firm provides portfolio management, financial planning, pension consulting, and educational seminars, employing a long-term investment approach that incorporates fundamental, cyclical, and modern portfolio theory analyses.

Nicholas Nelson is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, with 11 years of industry experience. He has been with SHP Wealth Management since 2016 and holds Series 63 and Series 65 designations. In addition to his advisory role, Nelson provides insurance services through SHP Financial. SHP Wealth Management is a multi-advisor registered investment adviser managing approximately $1.9 billion for individual and institutional clients. The firm offers portfolio management, financial planning, pension consulting, and subadvisory services, employing a long-term investment approach based on fundamental, cyclical, and modern portfolio theory analyses.

Rafael Reyes is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, holding a Series 65 credential with three years of industry experience. His prior experience includes roles at Adviser Investments and Waddell & Reed Financial Advisors. In addition to his advisory work, he is licensed as an insurance agent, selling and servicing life insurance and fixed annuities at SHP Financial. SHP Wealth Management, LLC is a multi-advisor registered investment adviser managing approximately $1.9 billion for individual and institutional clients. The firm provides portfolio management, financial planning, pension consulting, and subadvisory services, employing long-term trading and a variety of investment strategies including fundamental and cyclical analyses.

Anthony Finocchiaro is a financial advisor at SHP Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at SHP Wealth Management and SHP Financial since 2019, with previous roles at Pinnacle Private Wealth, MassPay, and F&B Produce. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and subadvisory services to a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm employs a disciplined investment process combining fundamental and cyclical analysis with modern portfolio theory, and it tailors model portfolios for third-party advisers.

James Rafeld is a financial advisor at Alera Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Financial Engines Advisors L.L.C. for 11 years. Rafeld serves as an officer and director of American Legion Post 7 in Easton, Massachusetts. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a mix of internal management, affiliate platforms, and independent managers with a focus on mutual funds, ETFs, equities, and fixed income, serving both retail investors and plan sponsors.

Paul Kittredge is a financial advisor at SHP Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history with SHP Financial, LLC and Coastal Dealerships. Kittredge is also licensed as an insurance agent, focusing on annuity and life insurance sales. SHP Wealth Management, LLC is a multi-advisor registered investment adviser managing approximately $1.9 billion for individual and institutional clients, including high-net-worth individuals, pension and profit sharing plans, charitable organizations, and corporations. The firm provides portfolio management, financial planning, pension consulting, educational seminars, and serves as a subadviser or model portfolio provider to other advisers.

Marci Lucier is a financial advisor with SHP Wealth Management, LLC in Plymouth, MA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has previously worked at Oracle America and APTTUS Corporation. Outside of finance, she coaches adult competitive water rowing at the Duxbury Bay Maritime School. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and subadvisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach combines fundamental and cyclical analysis with modern portfolio theory and maintains documented client risk profiles and time horizons, reviewing accounts at least quarterly.

Michael Damon is an investment adviser representative with RFG Advisory, LLC and holds Series 63 and Series 66 credentials. He has 30 years of industry experience, including roles at Lincoln Investment and his own CPA firm, Damon Diodati, Inc., where he provides accounting and tax services. Damon also serves as treasurer and board member of the River Point Homeowners Association in Pembroke, Massachusetts. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to proprietary and third-party investment strategies, typically managing assets on a discretionary basis with a mix of active and passive models and tax-aware approaches.

Thomas Fadden is a financial advisor at Simplicity Wealth with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Foundations Investment Advisers, Citizens Securities, Inc., and Cco Investment Services Corp. Outside of his advisory work, he serves as an adjunct professor teaching business classes at Quincy College. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers a managed account platform with additional services such as tax optimization and model monitoring.

Mark Tremblay is a financial advisor at Belpointe Asset Management LLC with five years of industry experience. He is also the president of E.P. Tremblay & Associates, Inc., an insurance and tax preparation business he has led since 1988. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Jack Bettle is a financial advisor with SHP Wealth Management, LLC in Plymouth, MA. He holds Series 63 and Series 66 licenses and has three years of industry experience, including prior roles at Fidelity Investments and RSM. SHP Wealth Management, LLC is a multi-advisor registered investment adviser managing approximately $1.9 billion for individual and institutional clients. The firm provides portfolio management, financial planning, pension consulting, and subadvisory services, employing a discretionary, long-term investment approach grounded in fundamental, cyclical, and modern portfolio theory analyses.

Keith Ellis is a financial advisor at SHP Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 credential and has worked at Nationwide Investment Solutions, LLC prior to joining SHP Wealth Management. Outside of his advisory role, Ellis is a co-owner of Wicked Fire Pizza, a pizza food truck, and manages two collectible trading card businesses. SHP Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a combination of fundamental and cyclical analysis with modern portfolio theory to develop tailored investment strategies documented in client Investment Policy Statements.

Jason White is a financial advisor with Missionsquare Retirement in Plymouth, MA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Voya Financial and its affiliates for over a decade before joining Missionsquare Retirement in 2025. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement and deferred compensation plans. The firm provides plan administration, recordkeeping, education, and advisory services, including discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Kyle Britton is a financial advisor at SHP Wealth Management, LLC with 10 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors. Britton holds Series 63 and Series 65 licenses. SHP Wealth Management, LLC is a multi-advisor registered investment adviser managing approximately $1.9 billion for individual and institutional clients. The firm offers portfolio management, financial planning, and pension consulting, using long-term trading strategies combined with fundamental and modern portfolio theory analyses.

Patrick Randall is a financial advisor with SHP Wealth Management, LLC in Plymouth, MA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at SHP Wealth Management since 2018 and previously at New England Investment & Retirement Group and City Point Wealth Management. Randall is also an independent licensed insurance agent with SHP Financial and occasionally offers related commissionable products. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and subadvisory services to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm uses a process that combines fundamental and cyclical analysis with modern portfolio theory and maintains detailed Investment Policy Statements tailored to client risk profiles and time horizons.

Michael Powers is a financial advisor with The AmeriFlex Group and holds a Series 66 designation. He has three years of industry experience and has previously worked at firms including Commonwealth Financial Network, Equitable Advisors, and New York Life Insurance Company. Outside of finance, he has experience working with local businesses such as Dino's and Cal's Brick Oven Pizzeria Company. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

David Hathaway is a financial advisor with SHP Wealth Management, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at SHP Wealth Management since 2018 and previously held positions at Santander Investment Services, Santander Bank NA, and Platinum Wealth Partners. In addition to his advisory role, Hathaway acts as an insurance agent, providing investment-related insurance services. SHP Wealth Management, LLC is a multi-advisor registered investment adviser managing approximately $1.9 billion for individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers portfolio management, financial planning, pension consulting, and subadvisory services, utilizing a disciplined investment approach that includes long-term trading and multiple analytical frameworks.

Christopher Eklund is an investment adviser representative with RFG Advisory, LLC and holds a Series 66 designation. He has 14 years of industry experience and is the owner and founder of Powder Point Wealth Management, where he has worked since 2016. Prior to joining RFG Advisory, he spent a decade at Lincoln Investment. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a blend of actively managed and passive strategies, direct indexing, and tax-aware approaches, with a range of investment solutions including proprietary models, alternative investments, and annuity management.

Joshua Santos is a financial advisor at SHP Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining SHP Wealth Management, he worked at Fidelity Investments and The Bulfinch Group. SHP Wealth Management, LLC is a multi-advisor registered investment adviser managing approximately $1.9 billion for individual and institutional clients. The firm provides portfolio management, financial planning, and consulting services, employing a long-term investment approach and offering model portfolios and subadvisory services to other advisers.