Matthew Peck is a CFP® and Series 65-licensed advisor with SHP Wealth Management, LLC, where he has worked for 11 years and holds 13 years of industry experience. His prior roles include positions at Nationwide Investment Solutions, LLC and Juvenal Marketing, where he serves as a director. Peck is also a partner of Four Hands, LLC, a marketing and consulting firm with minor ownership interests in Triad Partners. SHP Wealth Management, LLC is a multi-advisor registered investment adviser managing approximately $1.9 billion for a diverse client base that includes high-net-worth individuals, pension plans, charitable organizations, and corporations. The firm provides portfolio management, financial planning, pension consulting, and subadvisory services, with an investment approach incorporating long-term trading and various analytical methods such as fundamental and modern portfolio theory analyses.

Christopher Willis is a CFP® with five years of industry experience, currently serving as an advisor at SHP Wealth Management, LLC. Prior to joining SHP, he worked at Stonehill College for four years. Outside of finance, Willis is also employed as a server at La Cucina Ristorante in North Easton, MA. SHP Wealth Management, LLC is a multi-advisor firm managing approximately $1.9 billion for individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm provides portfolio management, financial planning, and pension consulting, utilizing long-term trading strategies and fundamental, cyclical, and modern portfolio theory analyses.

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® with 11 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. He also maintains roles at StoneX Securities Inc. and Ron Coite & Associates, where he is involved in health, life, and LTC insurance sales as well as fixed annuity sales and tax preparation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and annuity allocation services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, employing multiple account structures and model-based solutions.

Joshua Kosinski is a Series 65-licensed advisor with SHP Wealth Management, LLC, where he has worked since 2023. He has three years of industry experience and previously was affiliated with SHP Financial and Bryant University. 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, pension consulting, and subadvisory services, employing a disciplined investment approach based on fundamental, cyclical, and modern portfolio theory analyses.

Katherine Baker is a CFP® professional with three years of industry experience. She is currently with SHP Wealth Management, LLC and SHP Financial, LLC, having previously worked at Pathstone, The Colony Group, LLC, and Eaton Vance Investment Counsel. 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 long-term investment approach grounded in fundamental, cyclical, and modern portfolio theory analyses.

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 with five years of industry experience. He holds a Series 65 designation and has worked at several firms including Twin Focus Capital Partners, Global Retirement Partners, and Morgan Stanley Wealth Management. Prior to his advisory roles, he was employed at Bryant University and the Dedham Health Athletic Complex. SHP Wealth Management provides 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, tailoring strategies to client risk profiles and time horizons.

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 six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his advisory roles, he worked in ballpark operations and security for the Boston Red Sox. 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 employs a disciplined investment process combining fundamental and cyclical analysis with modern portfolio theory and offers tailored model portfolios for third-party advisers.

Michael Bagni is a Series 65-licensed financial advisor at SHP Wealth Management, LLC with less than one year of industry experience. His prior work includes positions at Morgan Stanley and SHP Financial, LLC. 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 subadvisory services, employing a disciplined investment approach that includes long-term trading and multiple analytical methods.

Mark Kenney is a CFP® with 15 years of industry experience, currently serving as an advisor at SHP Wealth Management, LLC since 2017. He previously worked at Bank of America and Merrill. Kenney also provides insurance services through SHP Financial. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and subadvisory services to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm employs a disciplined investment process combining fundamental and cyclical analysis with modern portfolio theory, tailoring strategies to client risk profiles and time horizons.

Alina Osokhovska is a CFP® professional with two years of industry experience. She is currently with SHP Wealth Management, LLC and previously worked at Crestwood Advisors and Beacon Financial Planning. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and subadvisory services to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm’s investment approach combines fundamental and cyclical analysis with modern portfolio theory, tailoring strategies to client risk profiles and time horizons.

James Sferrazza 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 North Easton Savings Bank and SHP Financial. In addition to his advisory role, he is also an insurance agent at SHP Financial, LLC. SHP Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, educational seminars, and subadvisory/model-portfolio services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment process incorporates fundamental and cyclical analysis, modern portfolio theory, and a long-term trading orientation, with client accounts reviewed at least quarterly.

Laura Russo is a financial advisor at SHP Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked at SHP Financial since 2018, following prior roles at Bank of America (US Trust) and Boyd and Boyd PC. SHP Wealth Management provides 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 process combines fundamental and cyclical analysis with modern portfolio theory and emphasizes customized Investment Policy Statements and regular account reviews.

Stephen Dellelo is a financial advisor at Prosperity Capital Advisors with 34 years of industry experience. He holds the ChFC® designation and has worked at NEXT Financial Group, Inc. for 18 years before joining Prosperity Capital Advisors. He is also the owner of Retirement Income Strategies, LLC d.b.a. Dellelo Wealth Management and the 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 individual investors, corporate clients, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and offers a range of advisory and intermediary services.

Otto Schleinkofer is a financial advisor with Integrated Wealth Concepts LLC, holding one year of industry experience. He also serves as a principal at Fernandes & Charest P.C., a CPA firm. Prior to joining Integrated Wealth Concepts, he worked at Clifton Larson Allen for five years. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing both internally managed and third-party strategies with a focus on long-term portfolio construction and customized solutions.

Ismael Tavares is a financial advisor at OSAIC Institutions, INC. with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Infinex Investments, Inc., Bank Five, Santander Securities LLC, and Santander Bank NA. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions.