Matthew Peck, CFP® and Series 65 licensed, is a financial advisor with SHP Wealth Management, LLC in Plymouth, MA, with 14 years of industry experience. He has been with SHP Wealth Management since 2015 and also holds roles at SHP Financial, LLC and Four Hands, LLC, where he is a partner involved in marketing services through Juvenal Marketing. 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 Policy Statements for each client and employs fundamental, cyclical, and modern portfolio theory with a long-term trading orientation to guide asset allocation and ongoing monitoring.

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.

William Goldsmith is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Gateway Wealth Partners, LLC and has previously worked at OSAIC and SagePoint Financial. Outside of advising, he is involved in personal development media through his own platform, Focused Vision, where he produces content and interviews on health, wellness, and entrepreneurship, and he serves as a board member of Congregation Agudath Achim. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate, and manages approximately $1.25 billion in assets.

Andrew Morehouse is a financial advisor at Santander Securities LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Santander Securities and Santander Bank since 2019, as well as at Voya Financial Advisors from 2014 to 2019. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs, financial planning, tax and values overlay services, and securities-based lending, delivering investment advice through a managed-account platform with third-party managers and ongoing compliance oversight.

Dennis Coite is a CFP® professional with 12 years of industry experience, currently serving at StoneX Advisors Inc. since 2015. He has also been affiliated with StoneX Securities Inc. since 2014 and operates Ron Coite & Associates, which offers health, life, and long-term care insurance sales as well as tax preparation services. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations through a combination of independent advisors and an in-house Private Client Group. The firm employs advisor-managed portfolios, proprietary models, and third-party money managers to serve a diverse client base.

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.

Elissa Schwartz is a financial advisor at Belpointe Asset Management LLC with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including MML Investors Services, Mass Mutual Life Insurance Company, and New York Life Insurance Company. Outside of finance, she owns and operates Beau Coeur Equestrian, an equestrian coaching and riding instruction business. Belpointe serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management and financial planning. The firm utilizes a range of investment strategies tailored to client objectives and supports its advisory practice with affiliated businesses and product sponsorships.

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.

Heather Ankstitus is a financial advisor with United Capital Financial Advisors, holding a Series 65 designation and 12 years of industry experience. She has been with United Capital Financial Advisors since 2014. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by client-facing technology and a range of ancillary services.

Daniel Romaine is a CFP®, ChFC®, and Series 63 credentialed financial advisor with 41 years of industry experience. He is currently affiliated with The AmeriFlex Group and Cambridge Investment Research, and he has been president of Romaine Financial Services Corp. dba Blue Hills Wealth Management since 1998. Additionally, he serves as a board member for the Upper Mad River Road Country Homeowners Association. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services delivered through a network of advisory affiliates and multiple program platforms.

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.

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.

Stephen Dellelo is a ChFC® with 35 years of experience in financial advising. He is currently with Prosperity Capital Advisors and has previously worked at Next Financial Group, Investors Capital Corp., and Eastern Point Advisors. He is the owner of Retirement Income Strategies LLC, doing business as Dellelo Wealth Management, and also serves as President of Shovel Town Tax, LLC, which offers tax preparation services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies and offers services such as separately managed accounts and retirement plan consulting.

Otto Schleinkofer is a financial advisor with Integrated Wealth Concepts LLC who holds CPA credentials and has two years of industry experience. He has been a principal at the CPA firm Fernandes & Charest P.C. since 2020 and previously worked with Clifton Larson Allen from 2015 to 2020. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, and structures customized portfolios primarily with mutual funds, ETFs, equities, and fixed income using a long-term investment approach.

Ismael Tavares is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 65 credentials and has nine years of industry experience. His prior positions include roles at Infinex Investments, Inc., Bank Five, Santander Securities LLC, and Santander Bank NA. OSAIC Institutions, INC. serves 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 with a hybrid adviser/broker-dealer structure and a model that delegates investment management to its representatives.