Jonathan Morrison is a financial advisor at SHP Wealth Management, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory role, he coaches a 14u baseball team with Rams Baseball Club. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, and corporations. The firm also serves other investment advisers as a sub-adviser and licenses model portfolios and research to unaffiliated RIAs.

Chase Reardon is a financial advisor at SHP Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Commonwealth Financial Network, COSTAR Group, and Middlesex Savings Bank. Outside of his advisory role, he receives a commission for new business he brings to the firm. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, and corporations. The firm customizes investment policy statements for each client and employs fundamental, cyclical, and modern portfolio theory with a long-term trading orientation.

Nicholas Nelson is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, with 11 years of industry experience. He has been with SHP Wealth Management since 2016 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he provides insurance services through SHP Financial. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm uses customized Investment Policy Statements and employs fundamental, cyclical, and modern portfolio theory with a long-term trading orientation.

Rafael Reyes is a financial advisor at SHP Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Adviser Investments and Waddell & Reed Financial Advisors. Outside of advisory work, he is also licensed as an insurance agent, selling and servicing life insurance and fixed annuities. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, and corporations. The firm uses a customized Investment Policy Statement and applies fundamental, cyclical, and modern portfolio theory with a long-term trading orientation.

Jarad Minsky is a CFP®-certified financial advisor with 20 years of industry experience, currently with Diversify Advisory Services, LLC. He has held roles at Commonwealth Financial Network and has been the owner of Minsky Financial Group, LLC. Outside of advisory work, he manages Minsky Financial Group, a private entity facilitating advisory and insurance business. Diversify Advisory Services serves a broad client base including individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification investment approach with individualized asset allocation and offers a variety of portfolio management options and fee structures to suit different client needs.

Anthony Finocchiaro is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, holding a Series 65 credential with six years of industry experience. His prior roles include positions at Pinnacle Private Wealth, LLC, MassPay, and F&B Produce. SHP Wealth Management serves individuals, pension and profit-sharing plans, charities, and corporations by providing portfolio management, financial planning, and pension consulting. The firm also supports other investment advisers through sub-advisory services and licensing model portfolios, employing a customized Investment Policy Statement and a combination of fundamental, cyclical, and modern portfolio theory in its investment approach.

Jennifer Goddard is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Minsky Financial Group, Doyle & Minsky Financial, and Eagle Strategies. She has also maintained long-term involvement with Hunter Pace Consignment and Levaland Farm LLC outside the financial sector. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm uses a tactical diversification approach with individualized asset allocation and offers various portfolio management and consulting services tailored to client goals.

Paul Kittredge is a financial advisor at SHP Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has been with SHP Financial and its affiliated firms since 2021. Outside of advisory services, he is also involved in insurance sales focusing on annuities and life insurance. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals—including high-net-worth clients—pension and profit-sharing plans, charities, and corporations. The firm customizes Investment Policy Statements, takes discretionary trading authority, and applies fundamental, cyclical, and modern portfolio theory with a long-term trading approach.

Christopher Donovan is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has worked with firms including NYLIFE Securities LLC and Eagle Strategies (NY Life). Outside of his advisory role, he acts as an independent contractor brokering non-registered insurance products with outside carriers. Diversify Advisory Services is an SEC-registered advisor serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and fiduciary services, employing a tactical diversification approach with customized asset allocation tailored to client goals and risk tolerance.

Marci Lucier is a financial advisor at SHP Wealth Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at SHP Wealth Management since 2021. Outside of her advisory role, she coaches adult competitive water rowing at the Duxbury Bay Maritime School. SHP Wealth Management provides portfolio management, financial planning, and pension consulting for individuals, pension plans, charities, and corporations. The firm also acts as a sub-adviser and licenses model portfolios to other RIAs, using customized Investment Policy Statements and a long-term investment approach based on fundamental, cyclical, and modern portfolio theory.

Michael Damon is an investment adviser representative with RFG Advisory, LLC and holds Series 63 and Series 66 credentials. He has 30 years of industry experience, including roles at Lincoln Investment and his own CPA firm, Damon Diodati, Inc., where he provides accounting and tax services. Damon also serves as treasurer and board member of the River Point Homeowners Association in Pembroke, Massachusetts. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to proprietary and third-party investment strategies, typically managing assets on a discretionary basis with a mix of active and passive models and tax-aware approaches.

Thomas Fadden is a financial advisor at Simplicity Wealth with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Foundations Investment Advisers, Independent Trust Wealth Management LLC, Citizens Securities, Inc., and Cco Investment Services Corp. Outside of his advisory role, Fadden serves as an adjunct professor teaching business classes at Quincy College. Simplicity Wealth offers advisory services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and integrates advisory services with technology solutions and a third-party model manager platform for other advisors.

Edward Finocchiaro is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Innovation Partners LLC, Applied Capital, LLC, Multi-Funds, LLC, and Samuels Chase & Co., Inc. He is also a partner with Alpha Partners. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting, with an emphasis on non-high-net-worth individuals. The firm offers customized portfolio construction and monitoring, often using discretionary authority, and provides access to third-party investment advisors through referral arrangements.

Jack Bettle is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, holding Series 63 and Series 66 licenses with three years of industry experience. Before joining SHP Wealth Management, he worked at Fidelity Investments for three years. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, and corporations. The firm customizes Investment Policy Statements and uses a combination of fundamental, cyclical, and modern portfolio theory with a long-term trading orientation to guide asset allocation and monitoring.

Keith Ellis II is a financial advisor with SHP Wealth Management, LLC in Plymouth, MA, holding a Series 65 designation and 11 years of industry experience. He has been with SHP Wealth Management since 2015 and has involvement in several business ventures, including co-ownership of Wicked Fire Pizza, a pizza food truck, and managerial roles in collectibles businesses such as Joes Stuff, LLC and G.O.A.T Cards and Collectibles, LLC. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops to individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm customizes investment policies and uses a long-term, theory-driven approach to asset allocation and ongoing monitoring.

Matthew Angel is a CFP® with 15 years of industry experience currently affiliated with Diversify Advisory Services, LLC and DFPG Investments, LLC. His prior experience includes roles at Eagle Strategies (NY Life) and New York Life Insurance Company. In addition to his advisory work, he is an insurance broker appointed with outside carriers to broker non-registered insurance products. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach utilizing a combination of internal models and third-party solutions across multiple platforms and offers a wide range of investment strategies and consulting services.

Brian Durkin is a financial advisor at Arax Advisory Partners with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Bull Harbor Capital and Lake Street Advisors Group. Durkin is based in Marshfield, Massachusetts. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds, utilizing a combination of internal management and third-party models.

Jason White is a financial advisor at MissionSquare Retirement with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Voya Financial and its affiliates for 11 years. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services, including discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Kyle Britton is a financial advisor at SHP Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining SHP Wealth Management in 2022, he worked at Equitable Advisors and Axa Advisors. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm customizes Investment Policy Statements, takes discretionary authority for trading, and applies fundamental, cyclical, and modern portfolio theory with a long-term trading orientation to asset allocation and monitoring.

Patrick Randall is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at New England Investment & Retirement Group and City Point Wealth Management. Randall is also a licensed insurance agent and occasionally offers related products to clients. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm employs a customized Investment Policy Statement for each client and uses fundamental, cyclical, and modern portfolio theory with a long-term orientation to guide asset allocation and monitoring.