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 21 years of industry experience. He has been with Compass Capital Corporation since 2005 and Compass Securities Corp since 2008. In addition to his advisory work, he occasionally handles life insurance cases through an affiliation with the Moody Street Group, LLC. Compass Capital Corporation provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on asset allocation and portfolio optimization using software-driven techniques and offers both discretionary and non-discretionary portfolio management alongside limited standalone financial planning and retirement rollover advice.

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.

Lisette Smith is a CFP® professional with 19 years of experience, currently associated with The Advisory Group of San Francisco, LLC. She has been with the firm since 2016. The Advisory Group of San Francisco, LLC is a fee-only advisory firm with a six-advisor team managing approximately $810 million for individuals, foundations, endowments, and retirement plans. The firm combines modern portfolio theory with fundamental and quantitative analysis, utilizing both active and passive funds, and offers services including discretionary investment management, integrated financial planning, and fiduciary support.

Alexander Weiss is a CFP® professional with 16 years of industry experience. He is currently with Napier Financial, LLC and has previously worked at LPL Financial and U.S. Financial Advisors, LLC. Weiss is a partial owner of GenWel Capital, LLC, a firm established for investing in private real estate transactions. Napier Financial serves high-net-worth individuals, foundations, trusts, estates, corporations, and charitable organizations with discretionary investment management, financial planning, and related services. The firm employs a macro-economic, top-down asset allocation process and manages client accounts primarily on a discretionary basis using a mix of mutual funds, ETFs, individual securities, structured products, and private placements.

David Morgan is a financial advisor at Compass Capital Corporation with 17 years of industry experience. He holds a Series 65 designation and previously worked at the Norfolk District Attorney Office from 2013 to 2017. Compass Capital Corporation provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a software-driven investment process focused on asset allocation and portfolio optimization, managing diversified portfolios through direct management or sub-advisory arrangements.

Noreen Walsh is a financial advisor at Aequitas Investment Advisors, LLC with 19 years of industry experience. She holds a Series 65 designation and has been with Aequitas since 2005. Aequitas Investment Advisors is a small multi-advisor team managing approximately $826 million for around 180 clients, including high-net-worth individuals, charitable foundations, and non-profit organizations. The firm provides financial planning, portfolio management, and consulting services, emphasizing a long-term, buy-and-hold investment approach with client-approved, non-discretionary management.

John Desimone is a CFP® with 23 years of industry experience and is currently a financial advisor at Peddock Capital Advisors, LLC. He previously worked at Dakota Wealth, LLC and GML Associates, PC. In addition to his advisory role, he is an attorney involved with JFD Associates, PLLC, a law practice based in Wenham, MA. Peddock Capital Advisors provides wealth management, portfolio management, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment approach using both fundamental and technical analysis, and offers additional services through an affiliated tax and accounting practice.

Jeremy David is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at Little House Capital, LLC since 2017 and previously spent five years at Peoples United Bank. Little House Capital is an SEC-registered advisory firm that provides discretionary investment management, wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, endowments, and corporate clients. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, offering services including trustee, family-office, and multi-generational planning.

Denise Del Monaco is a financial advisor with MSA Financial in Braintree, MA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has worked at Securities America, Inc. from 2004 to 2024, and has been with Marino Stram & Associates since 2011. Outside of advising, she assists with customer service and marketing for a wholesale restaurant provisions company offering home delivery. MSA Financial serves individuals, trusts, estates, business entities, retirement plans, and financial institutions with customized investment management and financial planning services. The firm employs a primarily long-term investment approach incorporating fundamental and technical analysis, and utilizes third-party AI tools for research and risk monitoring.

Alhassan Mahmoud is a financial advisor at Hoopoe Advisors in Boston, MA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Hoopoe Capital Markets and Hoopoe Advisors, as well as a year as a self-employed fitness trainer. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management services including financial planning, retirement-plan advisory, and portfolio management. The firm uses a combination of fundamental, technical, and cyclical analysis to construct personalized portfolios across various asset classes, providing both discretionary and non-discretionary management.

Matthew Simmons is a CFP® with 10 years of industry experience. He has worked at Peddock Capital Advisors, LLC since 2008 and has been with CW Advisors, LLC since 2026. In addition to his advisory role, he is an insurance agent providing non-variable insurance policies to clients. Peddock Capital Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, offering wealth management and portfolio management services. The firm employs a long-term, tactically responsive investment approach using individual securities, mutual funds, ETFs, and a dedicated Global Macro sleeve.

Christopher Griffith is a CFP® with 26 years of industry experience, currently serving as an advisor at Stablepoint Partners, LLC. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, UBS Financial Services, and A. G. Edwards & Sons. He is also a licensed insurance professional. 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 offers customized, primarily long-term investment strategies and integrates both fundamental and technical analysis with ongoing portfolio monitoring.

William Kelly Jr. is a financial advisor at Kelly Financial Services LLC in Braintree, MA, holding a Series 65 designation with no prior industry experience. His work history includes roles in education and retail rental, alongside his current advisory position since 2018. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages portfolios mainly on a discretionary basis, utilizing equities, fixed income, mutual funds, and ETFs with long-term holdings and occasional tactical adjustments.

John Fasciano is a financial advisor at New World Advisors LLC in Hingham, MA, with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Fasciano is also licensed to sell insurance products, dedicating a portion of his time to this activity. New World Advisors LLC provides discretionary investment management, financial planning, and retirement plan advisory services for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm’s investment approach emphasizes fundamental analysis and long-term strategies while offering diversified portfolios that may include mutual funds, ETFs, individual securities, and alternative investments.

Paul Stone is a financial advisor at Genesis Wealth Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Genesis since 2012. In addition to his advisory role, he is licensed as an insurance producer in Massachusetts. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans with discretionary and non-discretionary investment management and financial planning services. The firm uses fundamental analysis and long-term portfolio construction tailored to each client’s objectives, with a distinctive focus on model portfolios and detailed performance reporting.

Ryan Zimmerman is a CFP® with 22 years of experience in the financial services industry. He is currently with MSA Financial and has previously worked at Securities America Advisors and Raymond James & Associates. Outside of his advisory role, he serves as an assistant coach for a youth basketball team and volunteers with the Boston Estate Planning Council. MSA Financial serves a diverse client base including individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, customized investment approach using fundamental and technical analysis, supported by third-party AI tools, and offers a range of services from investment management to ERISA-focused consulting.

Mohammad Pervez is a financial advisor with Hoopoe Advisors in Boston, MA, holding a Series 66 designation and three years of industry experience. Prior to joining Hoopoe Advisors, his work background includes roles at Hoopoe Capital Markets and Hult International Business School. He is the owner of 13fexcel, an online platform for downloading financial filings. Hoopoe Advisors provides comprehensive wealth management and financial planning services primarily for individual and high-net-worth clients, as well as select charitable organizations, small businesses, and pension/retirement plan clients. The firm tailors investment strategies to client goals and risk tolerances using a diverse mix of assets and employs systematic portfolio review and tax-efficient management approaches.

Justin McNamara is a CFP® with 20 years of industry experience and has been with McNamara Financial Services, Inc. since 2010. He holds the Series 63 designation and serves as Vice President and owner of the firm. McNamara Financial Services, Inc. is a four-advisor team based in Chelmsford, MA, providing investment advisory and financial planning to individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach with strategic asset allocation and tactical adjustments, offering services that include portfolio management, financial planning, and retirement-plan consulting.

Peter Simmons is a financial advisor with Peddock Capital Advisors, LLC, holding a Series 65 designation and over 23 years of industry experience. His career includes roles at CW Advisors, LLC and Bingham Legg Advisers LLC. Peddock Capital Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, offering wealth management, portfolio management, retirement-plan advisory, and consulting services. The firm employs a blend of fundamental and technical analysis with a long-term investment approach combined with tactical reallocations and manages approximately $836 million in client assets.