David Randall is a CFP® with 36 years of industry experience. He has been with LPL Financial since 1998 and was self-employed in the financial services sector from 1991 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Christopher Knight is a financial advisor with Knightsbridge Advisors, Inc. in Scituate, MA, holding a Series 65 designation and 22 years of industry experience. He is also president of CLK Financial, Inc., a financial consulting firm that provides income tax planning, tax return preparation, estate planning, financial statement analysis, and risk management services. Knight divides his professional time between Knightsbridge Advisors and CLK Financial. Knightsbridge Advisors, Inc. provides portfolio management services primarily to individual clients and small businesses through a single-advisor practice. The firm manages approximately $89.5 million in assets for a limited number of clients and utilizes external investment managers and access to alternative investment vehicles, including private equity and hedge funds.

Gregory Doherty is a CPA and the sole advisor at Gregory M Doherty, CPA, an independent firm based in Dedham, MA. He has 27 years of industry experience, providing both investment advisory and accounting-related services. His background integrates portfolio management with tax and accounting support. Gregory M Doherty, CPA serves individual clients with approximately $66.7 million in assets under management across 126 relationships. The firm combines licensed accounting services with investment advisory work, offering a tailored approach that integrates tax and investment considerations.

Michael Finn is a CFP® and ChFC® with 12 years of industry experience. He is currently affiliated with XYPN Sapphire and has previously worked at One Charles Private Wealth, Journey Wealth Partners, Royal Alliance, LPL Financial, LLC, and Columbia Management Investment Distributors Inc. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans, employing a long-term, risk-based investment approach grounded in Modern Portfolio Theory. The firm supports nearly 50 affiliated advisors through a centralized corporate RIA model and offers specialized services including digital-asset management and model portfolios to other independent RIAs.