William Sylvia Jr. is a CFP® with 19 years of industry experience, currently serving as an advisor at Great Oak Capital Partners, LLC since 2015. He previously worked at LPL Financial and Osaic FS, Inc. Great Oak Capital Partners, LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm manages approximately $478 million for about 591 clients, utilizing an Evidence-Based Investment Approach focused on low costs, diversification, rebalancing, and factor exposures.

Paul Reardon is a CFP® with 34 years of industry experience, currently serving at Investment Advisory Group LLC in Hanover, MA. He has been with Investment Advisory Group since 2004 and previously worked at Cetera Advisors LLC. Outside of his advisory role, he is president of the Boys & Girls Club of Marshfield, overseeing the board of directors and collaborating on governance matters. Investment Advisory Group LLC provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a team-based approach grounded in Modern Portfolio Theory and behavioral finance, managing diversified portfolios primarily composed of mutual funds, ETFs, and fixed income.

John Noonan III is a CFP® professional with 21 years of industry experience. He has been with Great Oak Capital Partners, LLC since 2015 and previously worked at Osaic FA, Inc. and Osaic FS, Inc. Great Oak Capital Partners, LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm follows an Evidence-Based Investment Approach emphasizing low costs, diversification, and rebalancing, and integrates tax and accounting services through affiliated professionals.

Keith Whitt is a financial advisor with Investment Advisory Group LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Investment Advisory Group since 2018 and has been with Maritime Wealth Advisors LLC since 2011. Prior to that, he was employed at Geneos Wealth Management, Inc. from 2006 to 2018. Investment Advisory Group LLC manages approximately $1.2 billion in assets for individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a five-advisor team and uses a disciplined investment approach based on Modern Portfolio Theory, the Fama-French three-factor model, and behavioral finance, primarily utilizing diversified portfolios of mutual funds, ETFs, and fixed income securities.

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.

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.

Daniel Duval is a financial advisor with Genesis Wealth Advisors, LLC in Stoughton, MA. He holds a Series 65 designation and has 11 years of industry experience. Duval has been with Genesis Wealth Advisors since 2012, working as part of a six-advisor team. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, offering investment management, financial planning, and retirement plan advisory services. The firm emphasizes fundamental analysis and long-term portfolio construction tailored to client objectives, with a notable use of model portfolios and detailed performance reporting.

Melyna Young is a financial advisor at Bristol Wealth Group in Taunton, MA, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors and Bristol County Savings Bank. Bristol Wealth Group is a registered investment adviser managing approximately $985.6 million in assets for individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary wealth management and financial planning, using fundamental analysis to tailor portfolios according to client objectives and risk tolerances.

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.

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.

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.

Jason Cooper is a financial advisor with Prosperity Capital Advisors in South Easton, MA, holding the PFS™ and Series 66 designations and bringing 16 years of industry experience. He is also the owner of a CPA firm and serves in leadership roles with local youth sports organizations, including as President of the Holliston Youth Basketball Association and Vice President of the Holliston Youth Baseball and Softball Association. His prior work includes roles at Retirement Income Strategies, LLC and C2P Capital Advisory Group LLC. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, while also offering institutional services and advisory support to separate advisors.

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.