Michael McNamara is a CFP® with 43 years of industry experience and has served as president and owner of McNamara Financial Services, Inc. since 2010. The firm operates as a four-advisor team based in Marshfield, MA. He is also a trustee for family-related trusts. McNamara Financial Services provides investment advisory and financial planning to individuals, high-net-worth clients, trusts, businesses, retirement plans, and other legal entities. The firm’s investment approach is based on Modern Portfolio Theory and strategic asset allocation with tactical adjustments, utilizing low-cost mutual funds, ETFs, and other investment vehicles.

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.

Paul Cerrato is a Series 65-licensed financial advisor with Woodstock Wealth Management, Inc. in Hingham, MA, with 18 years of industry experience. He previously worked at Woodstock Financial Group, Inc. for 10 years and IC Advisory Services, Inc. for one year. Outside of advising, he is a Senior Director at Takeda Pharmaceuticals and a managing member of Medi-Lease LLC. Woodstock Wealth Management, Inc. serves individuals, high-net-worth clients, businesses, charities, and retirement plans by providing discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs a combination of managed account programs, performance-fee arrangements, and third-party managers tailored to clients’ objectives and risk tolerance.

Matthew Sullivan is a financial advisor at Contravisory Investment Management, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with Contravisory since 2007. Contravisory Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, endowments, and corporate clients. The firm employs a proprietary quantitative and technical research system to manage multi-sector equity portfolios and balanced strategies, and it sponsors private pooled funds alongside managing separate client accounts.

Adrian Baldeon is a CFP® professional with six years of industry experience, currently serving at Genesis Wealth Advisors, LLC. He previously worked at Adviser Investments, LLC and USA Financial Securities. Outside of finance, he has experience in the hospitality industry and in media production through Launch Sight Productions LLC. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, offering investment management, financial planning, and retirement plan advisory services. The firm’s approach focuses on fundamental analysis and long-term portfolio construction, utilizing model and custom portfolios with ongoing monitoring and performance reporting.

Thomas Fletcher is a Certified Financial Planner® with 16 years of industry experience. He has worked at Napier Financial, LLC since 2025 and previously spent 12 years with U.S. Financial Advisors, including eight years at LPL Financial. Outside of his advisory role, Fletcher is involved with GenWel Capital, LLC, managing private real estate-related investment funds. Napier Financial serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a macro-economic, top-down asset allocation process and offers discretionary investment management, financial planning, retirement-plan advisory, and trustee services, with a notable focus on private real estate funds managed through affiliated entities.

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.

James Driscoll is a financial advisor with Rise North Capital Investment Advisors in Braintree, MA, holding Series 63 and Series 65 licenses and over 22 years of industry experience. His prior roles include positions at Northwestern Mutual, NYLife Securities, and Guardian Life. He is also involved as managing director in insurance and annuity product sales through Rise North Capital, LLC. 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, offers public educational workshops, and delivers tailored portfolio management and ongoing planning with a focus on retirement plans and specialized financial topics.

Martin Paul is a financial advisor with Bright Futures Wealth Management, LLC, holding Series 63 and Series 65 licenses and over 50 years of industry experience. He has worked with multiple firms, including Cetera Advisors LLC and Silver Oak Securities, Inc. Outside of his advisory role, he serves as a service officer for local veterans' organizations, including VFW Post 2547 and American Legion Post 7 in North Easton, MA. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting services to a diverse client base, including individuals, trusts, and retirement plans. The firm employs a variety of investment analysis techniques and offers both discretionary and non-discretionary services.

Cassandra Golden is a CFP® professional at May Hill Capital, LLC with two years of industry experience. Prior to joining May Hill Capital in 2025, she worked at Single Point Partners for five years and Edelman Financial Engines for one year. May Hill Capital provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, endowments, and businesses. The firm manages over $500 million in assets with a focus on customized portfolios primarily composed of individual equities and ETFs, using both fundamental and technical analysis.

Mary Gilligan is a Series 65-licensed advisor at MG Financial LLC in Braintree, MA, where she has worked since 1996. She has served as Managing Director of MGF LLC and its affiliated partnership since 1999. MG Financial serves high-net-worth individuals, families, trusts, and charitable organizations, focusing primarily on clients with a minimum liquid net worth of $10 million. The firm offers comprehensive advisory services and acts as investment manager to pooled vehicles known as MGF Partners, managing over $1 billion in assets with a four-person advisory team.

Louis Ricciardi is a financial advisor at Bristol Wealth Group with 44 years of industry experience. He has held positions at Raymond James Financial and UBS Financial Services before joining Bristol Wealth Group in 2018. Ricciardi serves on multiple nonprofit boards, including the Boys & Girls Club of Metro South, Bridgewater State University Foundation, Massachusetts Maritime Academy Foundation, and the Ricciardi College of Business Advisory Board, and he is the board president of the Taunton Development Corp. Bristol Wealth Group is a five-advisor team that provides financial planning and discretionary wealth management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages portfolios using fundamental analysis and offers ongoing portfolio supervision and periodic reviews tailored to client objectives and risk tolerances.

Jaclynne Walsh is a CFP® with one year of industry experience, currently affiliated with Equita Financial Network, Inc. She has previously worked at Clarity Point Financial Planning, Cambridge Investment Research, North Light Financial Services, Barone & Associates, and Anser Advisory. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, investment management, and ongoing consulting services. The firm emphasizes market efficiency and strategic asset allocation while providing discretionary management and utilizing sub-advisers and the Schwab Managed Account Marketplace to support client portfolios.

Raymond Sicard III is a CFP® and CFA® credentialed advisor at Falcon Wealth Planning, LLC with 12 years of industry experience. His prior roles include positions at LPL Financial, Goodman Advisory Group, Facet Wealth, and Ameriprise Financial Services. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office offering for clients with over $5 million under management. The firm employs fundamental and technical analysis, modern portfolio theory, and various trading strategies, with discretionary account management and regular portfolio reviews.

David Mullen is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been with Little House Capital, LLC since 2020 and previously worked at EntrepreneursShares and the University of Massachusetts Amherst, Isenberg School of Management. Little House Capital, LLC is an SEC-registered advisory firm managing approximately $675.2 million across about 200 clients. The firm offers discretionary and non-discretionary portfolio management, wealth management, financial planning, and trustee services, using a personalized, long-term investment approach that includes fundamental and technical analysis.

Robert Marchewka is a financial advisor at Rise North Capital Investment Advisors with two years of industry experience. He holds a Series 65 credential and has worked at Foundations Investment Advisors and Rise North Capital. Prior to his advisory roles, he was employed by the Town of Belchertown and Town of East Longmeadow. He is also registered as an insurance agent offering life insurance and annuity products. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities while acting as a 3(21) fiduciary for retirement plans. The firm uses a co-advisor model to deliver customized portfolio management and offers public educational workshops along with multi-tier ongoing planning covering areas such as equity compensation and business succession.

Brandon Roy is a CFP® professional with 10 years of experience in the financial industry. He has worked at MSA Financial since 2017 and previously at Securities America Inc. He is also licensed as an independent insurance agent, focusing on insurance product sales in a limited capacity. MSA Financial serves individuals, trusts, estates, business entities, retirement plans, and financial institutions, offering a range of investment management and financial planning services. The firm employs a primarily long-term, customized investment approach using fundamental and technical analysis, and incorporates third-party AI tools for research and portfolio monitoring.

Richard Feely is a financial advisor at Little House Capital, LLC with Series 65 credentials and one year of industry experience. He previously worked at Hillcrest Asset Management, LLC for seven years and was unemployed for four years prior to joining Little House Capital. Little House Capital, LLC is an SEC-registered advisory firm managing approximately $675.2 million for around 200 clients. The firm offers discretionary and non-discretionary portfolio management, wealth management, financial planning, and trustee services to individuals, trusts, institutions, and retirement plans, with an investment process that combines fundamental and technical analysis and includes ongoing oversight and formal annual reviews.

Dante Coppola is a CFP® with six years of experience in the financial industry. He is currently with Napier Financial, where he has worked since 2022. His prior experience includes roles at The Leaders Group Inc, BKA Financial, NYLIFE Securities LLC, New York Life Insurance Co., Eddie Shammay, and AXA Advisors. Napier Financial serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. 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 and occasionally allocating to third-party sub-advisors.

Anne Gouthro is a CFP® professional with six years of industry experience, currently with Napier Financial in Braintree, MA. She has held positions at Fidelity Investments and Fidelity Brokerage Services LLC prior to joining Napier Financial. In addition to her advisory role, she spends a portion of her time engaged in insurance sales. Napier Financial serves individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management, financial planning, and trustee services. The firm employs a macro-economic, top-down asset allocation process and manages most accounts on a discretionary basis using a range of investment vehicles.