Andrew Macken is a financial advisor with 11 years of industry experience, currently serving at 7Two. He holds Series 63 and Series 65 licenses and has previously worked at Baldwin Brothers Inc. and Cottage Street Advisors, LLC. 7Two provides investment advisory, financial planning, and consulting services to individuals, high-net-worth families, trusts, businesses, family offices, and pooled vehicles, including special purpose vehicles. The firm uses a combination of fundamental and technical analysis to build strategic asset allocations and manages portfolios primarily on a discretionary basis, with a focus on private pooled investment vehicles and private placements.

Andre Fernandes is a CFP® with 22 years of industry experience. He has been with Stage Harbor Financial since 2018 and previously worked for Weston Financial Group and Weston Securities Corporation for 18 years. Outside of his advisory role, he is an owner and partner in GBH Partners LLC, which is involved in insurance sales. Stage Harbor Financial provides wealth management, investment management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a core/satellite investment approach combining low-cost passive strategies with active management and offers discretionary portfolio management alongside stand-alone financial planning and ERISA fiduciary services.

Erik Beck is a Series 66 licensed financial advisor with 15 years of industry experience. He has been with Beck Bode Wealth Management since 2016. Outside of his advisory role, Beck works as a trainer for Sugar Hill Fit Body Bootcamp in Georgia. Beck Bode serves individuals, families, and 401(k) pension and profit-sharing plans with portfolio management, financial planning, and pension consulting. The firm also provides subadviser services to third-party advisers and offers accounting and tax preparation as ancillary services. Its investment approach involves fundamental analysis across multiple strategies, including growth, income growth with dividends, and a short-term options strategy, managing accounts mostly on a discretionary basis under a fiduciary duty.

William Lefavor is a CFP® with 20 years of experience in the financial services industry. He has been with Stage Harbor Financial since 2018 and previously worked at Weston Securities Corporation for two years. Lefavor is also a partner in GBH Partners LLC, a company involved in insurance sales distinct from his advisory role. Stage Harbor Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with wealth management, financial planning, and investment management services. The firm employs a core/satellite investment approach combining low-cost passive exposures with active strategies and manages over $1.09 billion in client assets.

Brandon Krol is a financial advisor at Prota Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for three years. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses, employing model-based portfolio management with both conventional and Sharia-compliant options. The firm manages $270 million in assets and operates exclusively on a discretionary basis through a team of registered advisers.

James Scanlan is a CFP® professional with 41 years of industry experience. He is currently with Stage Harbor Financial, where he has worked since 2024. Prior to this, he was with APELLA Wealth from 2017 to 2024 and held a role at Symmetry Partners between 2017 and 2019. Stage Harbor Financial provides wealth management, investment management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a core/satellite investment philosophy combining low-cost passive exposures with active strategies and offers discretionary portfolio management alongside stand-alone financial planning and ERISA fiduciary services.

Robert D Amico is a Series 66 licensed advisor with three years of industry experience. He is currently with NCU Investment Solutions and has prior experience at Citizens Securities, Inc. and the Strive D'Amico Group. His background also includes roles outside of finance, such as work with the Allan Fung for Governor Committee and Sturbridge Village. NCU Investment Solutions provides a range of investment advisory and planning services to individuals, retirement plans, trusts, and other entities. The firm’s approach involves firm-developed model portfolios, fundamental analysis, and long-term strategies, with options for discretionary or non-discretionary account management.

Ryan Mc Cormick is a CFP®-certified financial advisor with five years of industry experience. He is currently with Byrne Financial Freedom, LLC and previously worked at LPL Financial LLC, Gibraltar Wealth Management, Boenning & Scattergood, Inc., and The Vanguard Group, Inc. Outside of finance, he has worked in the brewing and restaurant industries. Byrne Financial Freedom, LLC is a SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers comprehensive financial planning and discretionary portfolio management, focusing on fundamental analysis and long-term portfolio construction using a range of investment vehicles.

Sara Daly is a financial advisor at Beck Bode LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Fairfield University, Dedham Country and Polo Club, and Westwood High School. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies to tailor investments according to client goals and risk tolerance.

Eliza Siradze is a financial advisor at NCU Investment Solutions with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has a history of work primarily with Citizens Securities and Citizens Bank before joining her current firm. Outside of her advisory role, she serves as a Notary Public. NCU Investment Solutions provides investment advisory and planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs model portfolios with fundamental analysis and long-term strategies, managing accounts on both discretionary and non-discretionary bases.

Anthony Mitrano is a financial advisor at Beck Bode LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Amundi Asset Management, Ifp, and Eaton Vance Wealth Management. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies, including dividend-paying equities and a high-leverage options approach, tailoring portfolios to clients’ goals and risk tolerance.

Joseph Byrne is a financial advisor with Byrne Financial Freedom, LLC in Franklin, MA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Byrne Financial Freedom since 2006 and also maintains an affiliation with LPL Financial. Outside of advising, Byrne serves as a Notary Public in Massachusetts. Byrne Financial Freedom provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a primarily long-term, fundamental analysis approach, constructing portfolios using low-cost mutual funds, ETFs, and, when suitable, individual securities, while offering ongoing portfolio monitoring, tax management, and access to a range of specialized resources.

Kerry founded BeingFIT to deliver what most financial advice lacks: true integration. Planning, investing, and tax strategy—aligned into one disciplined system designed to create and preserve wealth. With two decades of experience inside major financial institutions, Kerry built deep expertise in investment strategy, tax planning, retirement design, and complex financial decisions. She later advised financial professionals nationwide, reviewing and refining thousands of plans for accuracy, efficiency, and strategic edge. Today, Kerry works with a select group of clients who value clarity, coordination, and results. Her approach focuses on aligning every financial decision—from investments to equity compensation to real estate—into a cohesive, tax-aware strategy. Outside of her work, Kerry prioritizes health, family, and independence. Whether training, traveling, or at the hockey rink with her daughter, she lives the same principles she brings to her clients: discipline, intention, and long-term focus.

Justin Klunder is a CFA® charterholder and holds the Series 66 designation, with 11 years of experience in the financial advisory industry. He has worked at 1st Global Advisors, Inc. and 1st Global Capital Corp. before joining Gray Private Wealth, LLC in 2015, where he currently serves as a financial advisor. Gray Private Wealth provides discretionary and non-discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, foundations, corporations, and other entities. The firm manages tailored advisory relationships and approximately $465 million in assets, offering personalized investment policies, strategic asset allocations, and a range of investment vehicles including mutual funds, ETFs, and third-party managers.

Peter Kalianiotis is a financial advisor at Beck Bode LLC with 17 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at The Bulfinch Group, Transamerica Capital Inc, and Source in Bulk. Beck Bode serves individuals, families, and institutional clients such as 401(k) pension and profit-sharing plans by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis across multiple strategies, offers discretionary management, and provides ancillary services including tax and accounting on a case-by-case basis.

Beth Price is a financial advisor with Beck Bode LLC in Traverse City, MI. She holds a Series 65 designation and has been in the industry since 2022. Prior to joining Beck Bode, she worked at Intentional Wealth Advisors from 2018 to 2022 and spent ten years at Traverse City Christian School. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies, emphasizing dividend-paying equities, and offers customized asset allocation based on client goals and risk tolerance.

Amy Alpert is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at Gray Private Wealth, LLC since 2019 and previously at R Miller and Associates and New England Private Wealth Advisors. Gray Private Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, foundations, and charitable organizations. The firm emphasizes long-term, after-tax, risk-adjusted returns through tailored portfolio management and utilizes mutual funds, ETFs, separately managed accounts, and third-party sub-advisers.

Steven Beauvais is a financial advisor with Sowa Financial Group, holding a Series 63 designation and over 45 years of industry experience. He has worked at Sowa Financial Group since 2000 and at Commonwealth Equity Services since 1995. Outside of his advisory work, he owns Beauvais Pottery, a pottery business located in Smithfield, RI. Sowa Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $517 million for around 572 clients, offering primarily discretionary portfolio management tailored to client objectives and risk tolerances.

Donna Sowa Allard is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Sowa Financial Group in Lincoln, Rhode Island. She has been affiliated with CommonWealth Financial Network and Sowa Financial Group since 2006. Sowa Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $517 million for around 572 clients, offering primarily discretionary portfolio management alongside standalone financial planning and retirement plan consulting.

Brian Dillon is a financial advisor at Sandhill Investment Management with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Sandhill in 2019, he worked at MMA Agency, MMA Securities, Fiduciary Investment Advisors, LLC, and Positive Retirement Outcomes, LLC. Dillon serves as a Regional Vice President and board member for Ducks Unlimited, Inc., a nonprofit focused on wetlands and waterfowl conservation. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients. The firm employs a fundamental, bottom-up investment approach with a long-term, buy-and-hold orientation, managing diversified strategies and providing sub-advisory services across multiple platforms.