Kennan Startzell is a CFP® and Series 66 registered advisor with nine years of industry experience. He is currently with Stablepoint Partners, LLC, joining the firm in 2024 after eight years at Morgan Stanley and one year at Brown Brothers Harriman. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. Stablepoint Partners provides wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm delivers customized, primarily long-term investment strategies through discretionary portfolio management and uses both fundamental and technical analysis alongside ongoing monitoring and formal reviews.

Henry Wheelwright is a CFP®-certified financial advisor with 24 years of industry experience. He currently works at Stablepoint Partners, LLC and has previously held positions at Morgan Stanley and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he serves on the South Shore Health Development Committee's Finance Committee in Weymouth, Massachusetts. Stablepoint Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs customized, primarily long-term investment strategies and offers additional services such as retirement plan advisory and cash-management access through third-party programs.

Angel Costanza is a financial advisor at Beck Bode LLC with a Series 65 designation and one year of industry experience. He has been with Beck Bode LLC since 2019 and previously worked at Signet Investment Advisory Group from 2014 to 2019. 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 a focus on dividend-paying equities, and offers tailored allocations based on client goals and risk tolerance.

James Moise is a financial advisor at Little House Capital, LLC in Braintree, MA, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with Little House Capital since 2017 and previously worked at People's United Bank from 2013 to 2017. Little House Capital is an SEC-registered advisory firm serving individuals, trusts, foundations, endowments, and corporate clients with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, offering trustee, family-office, and multi-generational planning services.

Lynn Kelly is a financial advisor at Little House Capital, LLC with one year of industry experience. She holds a Series 65 designation and has been with Little House Capital since 2019. Little House Capital is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, foundations, endowments, and other corporate entities. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services, using a primarily long-term investment approach that combines fundamental and technical analysis.

Christie Markham is a financial advisor at Beck Bode LLC with six years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and Bank of America. Markham has been with Beck Bode since 2022. 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 tailored allocations based on client goals and risk tolerance.

Michael Doucette is a financial advisor with Kelly Financial Services LLC in Braintree, MA, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at Pioneer Financial Group, Securian Financial Services Inc., Minnesota Life Insurance Company, Park Ave Securities, and Guardian. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages client portfolios mainly on a discretionary basis, employing a mix of equities, fixed income, mutual funds, and ETFs with a focus on capital preservation and long-term growth, while also utilizing third-party sub-advisors and customized model portfolios.

Andrew Kebalka is a financial advisor at BostonPremier Wealth with five years of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network, Astrocyte Research, and Bradley, Foster & Sargent, Inc. In addition to his advisory role, he is involved in fixed insurance sales. BostonPremier Wealth serves individual, high-net-worth, charitable, and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach focused on risk profiling and customized portfolio management.

Jacob Ciechon is a financial advisor with Rise North Capital Investment Advisors holding a Series 65 license and three years of industry experience. He previously worked at Foundations Investment Advisors, LLC, and has business experience with GC & Sons Dock Equipment. Outside of advisory work, he is involved in life insurance and annuity sales. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm operates with a co-advisor model, emphasizing customized portfolio proposals, ongoing reviews, and public educational workshops.

Connor Russ is a CFP® and Series 66-registered financial advisor with Bristol Wealth Group, bringing four years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and Bristol County Savings Bank. Outside of finance, he referees youth and high school football games as a football official with the Southeastern MA Football Officials Association. Bristol Wealth Group is a six-advisor team managing nearly $1 billion in discretionary assets, serving individuals, trusts, pension plans, and charitable organizations. The firm provides comprehensive financial planning and portfolio management using fundamental analysis with portfolios tailored to client objectives and risk tolerance.

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.

Kristin Creighton is a financial advisor with DAI Wealth, LLC who holds Series 63, Series 65, and Series 66 licenses and has eight years of industry experience. She previously worked at Concorde Investment Services, LLC and DAI Securities, LLC. Outside of financial advising, she is the sole proprietor of Kristin Creighton Design, a marketing, sales, and branding consulting business for small businesses. DAI Wealth, LLC manages approximately $330 million in assets and serves a broad range of individual and institutional clients. The firm combines advisor-led customization with third-party model and platform solutions, offering services including investment management, financial planning, and retirement-plan advisory.

Dean Larabee is a financial advisor with Bristol Wealth Group in Taunton, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior experience includes roles at Raymond James Financial Services Advisors, Inc. and Ricciardi Financial Group. He serves as chairperson of the Berkley Public Library Building Committee, a nonprofit organization. Bristol Wealth Group provides financial planning and discretionary wealth and portfolio management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $876 million in discretionary client assets and builds portfolios using fundamental analysis tailored to individual investment policies.

Adam Dani is a financial advisor at Napier Financial with 13 years of industry experience. He holds the Series 66 designation and has previously worked at US Wealth Management, Valentinos, Volturno, PFE Advisors, and John Hancock. Napier Financial serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management, financial planning, retirement-plan advisory, family office, and trustee services. The firm employs a macro-economic, top-down asset allocation process and manages most client accounts on a discretionary basis, utilizing a range of investment vehicles tailored to client objectives.

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.

Omar Mian is a financial advisor with Compass Capital Corporation, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Compass Capital Corporation since 2005 and Compass Securities Corp since 2008. In addition to his advisory work, he occasionally handles life insurance cases through an affiliation with the Moody Street Group, LLC. Compass Capital Corporation provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on asset allocation and portfolio optimization using software-driven techniques and offers both discretionary and non-discretionary portfolio management alongside limited standalone financial planning and retirement rollover advice.

Mary Madeline Kelly is a financial advisor at Kelly Financial Services LLC with a Series 65 designation and two years of industry experience. She has been with Kelly Financial Services since 2017 in various roles and also worked at Providence College from 2015 to 2019. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages approximately $623.6 million in assets for about 1,401 client households, focusing on income and capital growth with an emphasis on capital preservation through a mix of equities, fixed income, mutual funds, and ETFs.

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.

Lisette Smith is a CFP® professional with 19 years of experience, currently associated with The Advisory Group of San Francisco, LLC. She has been with the firm since 2016. The Advisory Group of San Francisco, LLC is a fee-only advisory firm with a six-advisor team managing approximately $810 million for individuals, foundations, endowments, and retirement plans. The firm combines modern portfolio theory with fundamental and quantitative analysis, utilizing both active and passive funds, and offers services including discretionary investment management, integrated financial planning, and fiduciary support.

Alexander Weiss is a CFP® professional with 16 years of industry experience. He is currently with Napier Financial, LLC and has previously worked at LPL Financial and U.S. Financial Advisors, LLC. Weiss is a partial owner of GenWel Capital, LLC, a firm established for investing in private real estate transactions. Napier Financial serves high-net-worth individuals, foundations, trusts, estates, corporations, and charitable organizations with discretionary investment management, financial planning, and related services. The firm employs a macro-economic, top-down asset allocation process and manages client accounts primarily on a discretionary basis using a mix of mutual funds, ETFs, individual securities, structured products, and private placements.