Peter Canniff is a CFP® with 28 years of industry experience and has been with Advanced Portfolio Design, LLC since 2006. He holds the Series 63 designation and is based in Westford, MA. Advanced Portfolio Design, LLC is a fee-only asset management and financial planning firm serving individuals, families, business owners, and select institutional clients. The firm employs an asset-allocation approach using modern portfolio theory, combining active and passive investment styles, and often manages accounts on a non-discretionary basis.

Jonathan Hahn is a financial advisor at NorthStar Capital Inc with two years of industry experience. He holds a Series 65 designation and has served in the United States Army since 2022. Prior to his advisory career, he worked briefly in the automotive industry with BMW and Toyota. NorthStar Capital advises wealthy individuals, families, and selected institutions, primarily through separately managed, long-only equity portfolios. The firm emphasizes fundamental research and a long-term investment approach, supported by institutional-style governance and a small team structure.

Brian Woodland is a financial advisor with Essex Private Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Essex Private Wealth Management since 2009 and is also involved in several business ventures, including his role as president of Huntwicke Capital Group, which oversees various enterprises such as Ipswich Brewery Partners and Skillz Check Soccer, a youth soccer training organization. Essex Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, managing approximately $330.5 million across about 216 clients. The firm offers discretionary and non-discretionary investment management along with comprehensive wealth planning, using a mix of mutual funds and ETFs with a long-term investment approach supplemented by both fundamental and technical analysis.

George Kimball is a CFA® charterholder with 13 years of industry experience. He has been with Needham Advisory Corporation since 2018 and previously worked at Harbor Point Capital Management, LLC from 2015 to 2018. Needham Advisory Corporation is a fee-only investment adviser serving individuals, trusts, retirement plans, endowments, corporations, and non-profits. The firm combines fundamental and technical analysis with proprietary relative-value models to construct risk-managed portfolios and offers both managed accounts and standalone planning or consultation services.

Douglas Wisentaner is a financial advisor at MariPau Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Apex Wealth, Euclid Financial Services, and Strategies For Wealth Management. In addition to his advisory role, he is also an insurance agent specializing in life insurance and fixed annuities. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and business entities. The firm operates as a fiduciary, managing discretionary portfolios that include mutual funds, ETFs, individual securities, and model strategies, while offering financial planning, consulting, and educational seminars.

Jonathan Dunlea is a financial advisor at United Advisors America with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise, Fidelity Investments, and Penn Mutual Life Insurance. Outside of his advisory role, he is involved with VisaNotary, an additional business activity. United Advisors America serves individual investors, particularly those near retirement, as well as pension and profit-sharing plans. The firm employs an investment approach based on Modern Portfolio Theory, utilizing model portfolios, tailored asset allocation, and quarterly reviews to manage accounts.

Cameron O'Neill is a financial advisor with Family Fiduciary Services, Inc. He holds Series 63, 65, and 66 licenses and has seven years of industry experience. His prior work includes roles at Citigroup and Fidelity Investments. Family Fiduciary Services, Inc. serves a diverse client base including individuals, corporations, trusts, and retirement plan sponsors. The firm offers discretionary investment management and financial planning, focusing on long-term asset allocation, diversification, and tax-sensitive strategies.

Rachel Decarolis is a CFP® and Series 65-registered advisor with 11 years of industry experience. She has worked at Northstar Financial Planning, LLC since 2020 and previously at Northstar Financial Planning, Inc. and Perennial Advisors Group, LLC. Northstar Financial Planning advises individual clients, including high-net-worth households, and provides consulting services to employer-sponsored retirement plans. The firm employs a strategic asset-allocation approach combining passive ETFs with selected active managers and integrates technology such as Betterment Advisor Solutions to support automated portfolio management and reporting.

Jane Johnson is the sole advisor at Business Transition Academy, Inc. in Gloucester, MA, holding a Series 65 credential with six years of industry experience. She has worked at Alliance Private Wealth, LLC since 2022 and was previously with Commonwealth Financial Network from 2019 to 2025. In addition to her advisory roles, Johnson serves as CEO and Chief Compliance Officer of Business Transition Academy, where she provides exit planning services and facilitates insurance implementations through her licensed insurance practice. Business Transition Academy acts as a solicitor connecting individuals and high-net-worth clients with third-party registered investment advisers, focusing on referral services rather than managing client assets or portfolios. The firm also offers exit planning analyses for business owners and does not charge percentage-of-assets-under-management fees, instead receiving compensation through disclosed solicitor arrangements.

Robin Young is a CFP® professional with 22 years of experience in financial advising. He has been with Northstar Financial Planning since 2003, working first at Northstar Financial Planning, Inc. and then at Northstar Financial Planning, LLC since 2020. Northstar Financial Planning serves individual clients, including high-net-worth households, and provides advisory and consulting services to employer-sponsored retirement plans. The firm employs a strategic asset-allocation, core-and-satellite approach that combines passive ETFs with selected active managers, and integrates third-party technology such as Betterment Advisor Solutions to support automated rebalancing and tax-loss harvesting.

Holly Cloutier is a financial advisor at Alliance Private Wealth, LLC with six years at the firm and a total of four years in the industry. Her prior experience includes roles at Commonwealth Financial Network and Private Jet Services. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and businesses, providing discretionary investment management, financial planning, and exit-planning services. The firm employs a primarily long-term, discretionary investment approach using diversified mutual funds, ETFs, individual equities, and bonds, supported by both fundamental and technical analysis.

George Ambrose is a financial advisor with MariPau Wealth Management LLC in Danvers, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining MariPau Wealth Management, he worked with Apex Wealth - Paramount Financial Solutions and Partners Career Solutions. Outside of his advisory role, he owns Apex Wealth LLC, where he conducts insurance sales, and provides consulting services to GLP Financial focused on marketing and recruiting. MariPau Wealth Management offers tailored investment advisory, portfolio management, financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm employs a network of Advisory Affiliates and third-party managers, utilizes multiple platforms for asset management, and maintains a policy requiring custody of client assets at Fidelity.

Christopher Gauthier is a CFA® charterholder with 14 years of industry experience. He has been with Stonehearth Capital Management in Danvers, MA since 2014, where he is part of a five-person advisory team. Stonehearth Capital Management provides investment management, financial planning, retirement planning, and consulting services to individuals, families, trusts, estates, and business entities. The firm employs a range of model strategies primarily using ETFs and mutual funds, including a CarbonLITE portfolio aimed at reducing equity carbon footprint, and incorporates systematic monitoring and tax-aware techniques in managing client accounts.

Paul Pignone is a financial advisor at Beck Bode LLC in Salem, NH, with 26 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Beck Bode in 2018, he worked for Boston Retirement Advisors, Inc. from 1996 to 2018. Beck Bode serves individuals, families, and 401(k) pension and profit-sharing plans, providing portfolio management, financial planning, and pension consulting. The firm uses fundamental analysis to build strategies including Growth, Income Growth dividend-focused, and a short-term, high-leverage Options strategy.

Julie Fortin is a CFP® professional with 10 years of industry experience. She has been with Northstar Financial Planning since 2016, initially at Northstar Financial Planning, Inc., and continuing at Northstar Financial Planning, LLC since 2020. Northstar Financial Planning serves individual clients, including high-net-worth households, and provides advisory and consulting services to employer-sponsored retirement plans. The firm uses a strategic asset-allocation approach combining passive ETFs with selected active managers, and integrates third-party technology such as Betterment Advisor Solutions to support automated rebalancing, tax-loss harvesting, and consolidated reporting.

James Mccall is a CFA® charterholder with 21 years of industry experience. He has been with Ipswich Investment Management Company, Inc. since 2012. Ipswich Investment Management Co., Inc. provides discretionary portfolio management and investment advisory services to individuals, families, trusts, endowments, and institutional clients. The firm emphasizes a long-term, low-turnover investment approach focused on equities managed by competent leadership and highly rated fixed income for diversification, with asset allocation tailored to client objectives and risk tolerance.

Matthew Schroeder is a Certified Financial Planner® with 27 years of industry experience and has been with Great Point Wealth Advisors, LLC since 2016. He is the sole owner of Elm Street Tax, a tax, accounting, trust, and nonprofit services firm, and serves as Chair of the Danvers Rotary Trust Endowment Committee. Great Point Wealth Advisors provides fee-only wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and related entities. The firm employs a long-term, fundamental-analysis investment approach and manages approximately $726 million in client assets with a small team.

David Grey is a financial advisor with Family Fiduciary Services, Inc. in Beverly, MA, holding a Series 65 designation and 21 years of industry experience. He has been with Family Fiduciary Services since 2007 and previously operated Grey Investments from 2003 to 2019. Grey also serves as president of Family Fiduciary Services, overseeing daily operations including accounting and trust services. Family Fiduciary Services, Inc. provides discretionary investment management, financial planning, and 401(k) advisory services to individuals, corporations, trusts, foundations, and plan sponsors. The firm acts as a corporate trustee and offers additional services such as bill-paying and tax organization, emphasizing long-term asset allocation, diversification, and tax sensitivity through an investment committee-managed approach.

Janell Phillips is a CFA® charterholder with 11 years of industry experience. She has been with Ipswich Investment Management Company, Inc. since 2017 and previously worked at Boston Financial Management Inc. for 11 years. Ipswich Investment Management Company, Inc. provides discretionary portfolio management and advisory services to individual investors, families, trusts, endowments, and institutional clients. The firm emphasizes a long-term, low-turnover investment approach focused on equities and fixed income, with asset allocation aligned to client objectives and risk tolerance, and oversight by an internal Investment Committee.

Jamie Upson is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Stonehearth Capital Management since 2014. Prior to joining Stonehearth, he worked at Commonwealth Financial Network for six years. Stonehearth Capital Management is a five-advisor team providing investment management, financial planning, retirement planning, and consulting to individuals, families, trusts, estates, and business entities. The firm manages approximately $425 million in discretionary assets and offers diversified model strategies primarily using ETFs and mutual funds, including a unique CarbonLITE portfolio aimed at reducing equity carbon footprint.