John Lynch is a Series 65-licensed financial advisor with Reciprocal Wealth, LLC, based in Medfield, MA. He has held positions at TRIA Capital Partners, LLC and RWA Wealth Partners, LLC (formerly Adviser Investments, LLC) over the past several years. Lynch joined Reciprocal Wealth in 2026 and has one year of industry experience. Reciprocal Wealth is a state-registered advisory firm that provides discretionary wealth management, investment management, and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term investment approach combining fundamental analysis with an efficient market hypothesis-based asset-allocation framework, managing portfolios through low-cost mutual funds and ETFs with discretionary, continuous oversight.

John Lavasseur is a Series 66-licensed financial advisor with Four years of industry experience. He has worked at Commonwealth Financial Network and Ss&C before joining Five Corners Financial Services, where he currently practices. Outside of his advisory role, he is involved with tax preparation services through a related business. Five Corners Financial Services provides discretionary wealth management and financial planning for individuals, high net worth clients, trusts, and estates. The firm manages approximately $292 million in assets, using a mix of ETFs, low-cost mutual funds, and selective individual securities guided by various analytical methods.

Joseph Barrett is a financial advisor at Barrett Capital Partners with six years of industry experience. He holds a Series 66 designation and has worked at his current firm since 2021. In addition to his advisory role, he operates an accounting firm, Patrick J Barrett CPA PC, where he serves as a controller. Barrett Capital Partners serves individual investors, employer-sponsored retirement plans, and trusts by providing investment management, financial planning, and pension consulting. The firm employs fundamental analysis for equity selection and maintains diversified portfolios, managing approximately $45 million in assets across about 104 clients.

Anthony Salotto is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Delphinus Financial Advisors, LLC since 2010. He holds a Series 65 license and works out of Mansfield, MA. Delphinus Financial Advisors, LLC provides holistic financial planning and investment advisory services to individuals and families, offering ongoing planning, discretionary investment management, and optional tax planning including individual tax return preparation. The firm operates on a fee-only basis with fixed annual fees and emphasizes personalized portfolio structuring based on clients’ tax situations, risk tolerance, and goals.

Peichi Lo is a financial advisor at RheeCo, Inc. with a Series 65 designation and three years of industry experience. She also provides bookkeeping, tax, and accounting services as a staff accountant at RHEE+COMPANY. RheeCo, Inc. offers discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm typically constructs diversified, tax-aware portfolios using ETFs, mutual funds, individual equities, and fixed-income securities, managing accounts on a discretionary basis with customized asset allocation and periodic rebalancing.

Ethan Brown is a financial advisor at iQvestment, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Copeland Capital Management for seven years. He occasionally provides client servicing support to FusionIQ LLC, a FinTech firm servicing financial companies. iQvestment, LLC offers discretionary investment management, advisory, and sub-advisory services through online model portfolios targeting independent advisory firms, institutional clients, and individual investors. The firm uses a digital platform for client interaction and account management, emphasizing an internet-only delivery model and serving banking and thrift institution clients.

Heydon Traub is a CFA® charterholder with 21 years of industry experience. He has been with Traub Capital Management since 2003. Traub Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, retirement and profit-sharing plans, and trusts. The firm uses a value-oriented, quantitatively driven approach combined with fundamental analysis and tailors portfolios to income, tax planning, and risk tolerance considerations.

Raymond Childs is a CFA® charterholder with 16 years of industry experience. He is currently with DJG Financial Services, Inc., where he has worked since 2021. His prior roles include positions at Shorepoint Capital Partners LLC and Able Capital Management, LLC. DJG Financial Services provides personalized financial planning and discretionary investment management to individuals, pension plans, trusts, charitable organizations, and small businesses. The firm employs a long-term, strategic asset allocation approach with a buy-and-hold orientation, utilizing fundamental and technical analysis and offering a performance-based fee option for qualified clients.

Bradford Cadigan is a CFA® charterholder with 10 years of industry experience. He currently works at Diversified Financial Management Associates, Inc. and previously spent eight years at Columbia Threadneedle Investments and one year at Eaton Vance Management. Diversified Financial Management serves individuals, trusts, estates, businesses, and retirement plans, providing customized portfolio management, financial planning, retirement-plan advisory, and trustee services. The firm constructs diversified portfolios using fundamental and quantitative analysis across multiple asset classes and offers retirement plan participant education through presentations and workshops.

Howard Holmes is a CFA® charterholder and the president of Holmes Investment Management, Inc., with 26 years of industry experience. He has led Holmes Investment Management since 2002. Outside of his advisory role, he teaches investments, finance, and economics at various universities in the Boston area. Holmes Investment Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and other business entities. The firm employs a combination of mutual fund, fundamental, and technical analysis along with long-term, short-term, and trading strategies, and uses leverage and derivatives within separately managed accounts for approved clients.

John Jeffries is a financial advisor with M3 Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with M3 Advisory Group since 2011 and serves as a trustee for the Pratt Family Trust. Additionally, he is a member of the board of directors for Mobieus Systems and is a selectman for the Town of Dover. M3 Advisory Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach focuses on risk control and disciplined diversification, combining active equity strategies with passive ETFs, and incorporates Independent Managers as part of its offerings.

Ariel Dangelo is a financial advisor at Nightingale Wealth Solutions with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Packerland Brokerage Services and MML Investors Services. Outside of her advisory role, she is involved in real estate as a licensed agent, serves as a business advisor for a real estate brokerage, and leads a software startup focused on budgeting and financial literacy. Nightingale Wealth Solutions provides investment and advisory services to individuals, trusts, estates, corporations, and retirement plan sponsors. The firm employs a combination of fundamental, technical, cyclical, and economic analysis to manage portfolios and offers specialized pension consulting and active oversight of alternative investments.

Bryan Galligan is a financial advisor at South Shore Investment Services LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Capital Analysts, Lincoln Investment, and DMI Marketing. Outside of advisory work, he is also engaged in the sales and service of life insurance as a sole proprietor. South Shore Investment Services provides portfolio management and financial planning to individual and high-net-worth clients, primarily managing discretionary accounts with tailored Investment Policy Statements. The firm combines modern portfolio theory and technical analysis, employs both long- and short-term trading strategies, and may utilize third-party managers and model allocations.

David Moses is a CFP® professional with 10 years of industry experience, currently affiliated with Statera Financial, LLC in Walpole, MA. He has worked at several financial firms, including Norfolk Community Credit Union and The O.N. Equity Sales Company. Outside of his advisory work, he serves on the finance and audit committees of the Massachusetts Hockey Association and is a member of the Finance Committee for the Town of Franklin, MA, as well as a board member of Norfolk Community Credit Union. Statera Financial, LLC provides investment advisory and financial planning services tailored to individual clients, with an emphasis on portfolio management, risk assessment, and estate-planning coordination. The firm employs asset-allocation frameworks and periodic reviews based on market or life-event changes, focusing on maintaining clients’ purchasing power over the long term.

Michael Cappadona is a CFP® at Seven Mile Advisory LLC with one year of industry experience. His prior roles include positions at Montis Financial, First Citizens Wealth, SVB Private Wealth, and Boston Private Wealth. Seven Mile Advisory provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients. The firm emphasizes a concentrated client base and uses a blend of passive and active strategies, including third-party managers and customized portfolios with margin or borrowing options for authorized clients.

David Rhee is a CFP® with 22 years of industry experience and is currently a principal at RheeCo, Inc. He has worked at SWS Financial Services since 2007 and operates a tax preparation and planning business. Outside of his advisory roles, he serves as treasurer and board director for both Hope for Children of Haiti and the Rotary Club of Natick. RheeCo, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages tax-aware, diversified portfolios with a long-term focus and offers retirement advice, as well as tax and accounting services through an affiliated accounting practice.

Robert Tamkin is a financial advisor at Shrier Associates, LLC with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. He has been with Shrier Associates since 2002 and has operated a sole proprietorship offering life, health, and related insurance product sales and advisory services since 1980. Shrier Associates provides investment management, financial planning, pension consulting, and ERISA 3(21) advisory services to individuals, trusts, businesses, non-profits, and retirement-plan sponsors. The firm employs a primarily long-term investment approach tailored to client objectives, utilizing low-cost mutual funds and ETFs, supplemented with other vehicles as appropriate, along with ongoing monitoring and optional tax-loss harvesting.

Patrick Barrett is a CFP® professional with 27 years of industry experience. He is a principal at Barrett Capital Partners, where he has worked since 2021. Prior to this, he held positions at Advisory Group Equity Services, Trust Advisory Group, and Source Capital Group. Barrett also owns and operates an accounting practice, Patrick J. Barrett CPA P.C., which he has managed since 1987. Barrett Capital Partners provides investment management, financial planning, and pension consulting services to individual investors, employer-sponsored retirement plans, and trusts. The firm employs a fundamental analysis approach to individual equities and manages client portfolios using a diversified mix of asset types tailored to client-specific Investment Policy Statements.

William Reeve is a CFP® and CFA® credentialed advisor with nine years of industry experience. He is a partner at Kastel Capital Advisors, LLC and also maintains a role as a partner in a tax and accounting firm specializing in tax planning and preparation. Reeve has previously worked at Island Light Capital, Inc. and Asset Strategy Investments, and has ongoing affiliations with Boston University and Northeastern University. Kastel Capital Advisors provides investment advice and wealth management to individuals, business retirement plans, and institutional clients, including endowments and foundations. The firm emphasizes long-term investing supported by fundamental, technical, and quantitative analysis, and has a distinctive affiliation with an accounting practice that supports its integrated tax planning services.

Chris grew up working alongside his father, uncles, and cousins in their family-owned manufacturing business in Michigan. This familial proximity provided Chris with a unique perspective on hard work and sacrifice, while exposing him to the challenges and opportunities that often occur with closely-held family-owned businesses. A self-professed financial theory geek, Chris has a strange need to prove out financial models for himself in an Excel spreadsheet before accepting them as gospel. This passion for knowledge started with an economics degree from Vassar College, followed by a Master’s in Economics from Cambridge University in England. Chris then went on to serve as an adjunct professor at the Brandeis Graduate School of International Economics and Finance. Chris spent much of his professional career leveraging his knowledge, experience, and insight for the betterment of large institutions. He authored several chapters in “The Handbook of Fixed Income Securities,” including one that was selected for the Chartered Financial Analyst Level III curriculum. Professionally, he has served as an institutional portfolio manager with Fidelity as well as a portfolio advisor with Wellington Management, Putnam Investments, and Zurich Scudder Investments. With Chris, our clients are receiving world class portfolio management, critical thinking, and problem-solving strategies. Through his decades of institutional investment experience, Chris has gained valuable insight that he is now bringing to his individual clients at Impact Advisors Group. In his personal life, Chris is an avid pilot. He frequently flies for Above the Clouds, a nonprofit organization that provides flight experiences for underprivileged or sick children, and for Pilot AirLift Services, a nonprofit that provides non-emergency medical transportation. When he is not airborne, his feet are firmly planted in his wine cellar collecting single malt scotch and fine wine.