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.

Joseph Gauvin is a CFP® professional with 11 years of experience in financial advising. He is currently with Stonehearth Capital Management, where he has worked since 2022. His prior experience includes roles at Sandy Cove Advisors, GW & Wade, and DK Brede Investment Management. Stonehearth Capital Management serves individuals, families, trusts, estates, and business entities, managing approximately $425 million in discretionary assets. The firm uses model strategies primarily based on ETFs and mutual funds, employing quantitative and qualitative methods, tax-aware techniques, and offers specialized portfolios such as CarbonLITE to address clients’ investment preferences.

Natasha Lamb is a financial advisor at Arjuna Capital, LLC with nine years of industry experience. She holds a Series 65 designation and has been involved with Arjuna Capital since 2016. In addition, she is a managing partner and owner of New Summit Investments, LLC, where she is engaged in general business activities related to investment advisory services. Arjuna Capital provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages separately managed accounts and several private funds, employing a strategy that integrates fundamental and technical analysis with sustainability and impact criteria.

Robert Murphy is a financial advisor at BlueDoor Private Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Little House Capital, LLC and East Coast Asset Management, LLC. Outside of advisory work, Murphy is involved with the Winchester Hospital Advisory Board and maintains CPA-related tax business activities. BlueDoor Private Wealth serves individual and high-net-worth clients with discretionary and non-discretionary investment management and integrated financial planning. The firm uses customized portfolios and a tailored asset allocation process that combines fundamental and technical analysis with a primarily long-term investment orientation.

Paul Ryan is a CFP® professional with 37 years of experience in the financial services industry. He has been with Flagship Wealth Advisors, LLC since 2016 and previously worked at Watermill Advisery Service, Inc., Flagship Financial Advisors, LLC, and Osaic Wealth, Inc. Outside of his advisory role, he owns a traditional insurance business focusing on fixed life and long-term care insurance and serves as a notary public. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes long-term asset allocation using mutual funds and ETFs, with regular account reviews and both advisor-managed and model portfolio programs.

Evan Campbell is a CFA® charterholder with one year of experience at J.M. Arbour, LLC. He previously spent 17 years at Delphi Management. J.M. Arbour serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charities, and other business entities. The firm provides comprehensive financial planning, discretionary portfolio management, retirement plan consulting, and sub-advisory services, often using model portfolios developed by third-party providers and overseeing ongoing customization and rebalancing.

David Juliano is a financial advisor at Stonehearth Capital Management in Danvers, MA, holding the ChFC® designation and Series 63 license with 10 years of industry experience. He has been with Stonehearth Capital Management since 2016 as part of a five-person advisory team. Stonehearth Capital Management serves individuals, families, trusts, estates, and business entities, including high-net-worth clients, offering investment management, financial planning, retirement planning, and consulting. The firm uses model strategies primarily based on ETFs and mutual funds, employs systematic portfolio monitoring, and incorporates tax-aware techniques, with some unique offerings such as a CarbonLITE portfolio and access to alternative and digital-asset investments.

Stephen Wilchins is a financial advisor at Family Fiduciary Services, Inc. with 18 years of industry experience. He is a partner and director at Seegel, Lipshutz & Wilchins, LLP, where he practices law specializing in complex corporate and estate planning matters. His career also includes longstanding roles at City Management & Consulting Inc, USI Investment Advisors Inc, and Lakeside School. Family Fiduciary Services, Inc. serves individuals, corporations, trusts, foundations, and retirement plan sponsors, offering discretionary investment management and financial planning. The firm emphasizes long-term asset allocation, diversification, and tax sensitivity, and provides distinctive services such as acting as corporate trustee and offering bill-paying and tax-organization support.

Tyler Swaim is a financial advisor at Cabot Wealth Management with seven years of industry experience. He has been with Cabot Wealth Management since 2018 and previously worked at Congress Wealth Management from 2015 to 2018. Tyler holds a Series 65 designation. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes client allocations using individual securities, mutual funds, and ETFs, combining fundamental and technical analysis with ongoing monitoring and rebalancing.

Benjamin Muchler is a CFP® with 19 years of industry experience. He has been with Boston Research and Management, Inc. since 2014. Boston Research and Management provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other business entities. The firm uses a fundamental research-based investment process with bottom-up and top-down analysis, proprietary screening models, and an intrinsic-value framework, while also offering fiduciary retirement-plan advisory services.

Meghan Flynn is a CFP® professional with 11 years of industry experience. She currently works at Boston Research and Management, Inc. and previously held positions at Gorton & Company Inc., UBS Financial Services, and Merrill. Boston Research and Management, Inc. provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and plan sponsors. The firm employs a valuation-oriented equity approach driven by fundamental analysis and proprietary screening models, focusing on intrinsic value and margin of safety, and manages portfolios primarily composed of individual stocks, bonds, ETFs, and low-cost mutual funds.

James Gasparello is a Series 65-licensed financial advisor at Cabot Wealth Management with 28 years of industry experience. He has been with Cabot Money Management, Inc. since 1996. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, nonprofits, and business clients. The firm customizes portfolios using a mix of individual securities, mutual funds, and ETFs, and offers investment management alongside financial planning and selective in-house tax services.

Robert Mckenzie is a financial advisor at Boston Research and Management, Inc. with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Boston Research and Management since 2012. Boston Research and Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other business entities. The firm employs a research-driven investment process that combines fundamental analysis with proprietary screening models and an intrinsic-value framework, offering tailored portfolio management and retirement-plan advisory services.

Charles Babin is a financial advisor at Boston Research and Management, Inc. with 26 years of industry experience. He has been with Boston Research and Management since 2014 and holds a Series 63 designation. Boston Research and Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other business entities. The firm’s investment approach combines fundamental research, proprietary screening models, and an intrinsic-value framework, with a focus on discretionary portfolio management and tailored fixed-income strategies.

Daniel Tortola is a CFA® charterholder with 14 years of industry experience. He has been with Boston Research and Management, Inc. since 2014, where he is part of a five-advisor team based in Manchester, MA. Boston Research and Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a fundamental research-driven approach combining bottom-up and top-down analysis with proprietary screening and an intrinsic-value framework, offering tailored portfolio management and fiduciary retirement-plan advisory services.

Donald Joyal is a financial advisor at Flagship Wealth Advisors, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at Flagship Wealth Advisors since 2014 and Royal Alliance Associates, Inc. since 2001. Outside of his advisory role, he is involved in entertainment industry relationship development through Entertainment Capital Management LLC and owns several insurance-related businesses focused on life, nursing home, and home healthcare insurance. Flagship Wealth Advisors provides investment advice and financial planning to individuals, trusts, estates, corporations, and employer retirement plans. The firm emphasizes asset allocation and diversified portfolios using mutual funds, ETFs, and variable annuities, with ongoing supervision and quarterly reviews, and employs third-party tools for planning and reporting.

David Mac Dougall is a CFA® charterholder with five years of experience in the financial industry. He has previously worked at Boston Financial Management LLC and Emerson Investment Management LLC. He is based in Beverly, MA, and is part of a six-advisor team at Ipswich Investment Management Company, Inc. Ipswich Investment Management Company, Inc. provides discretionary portfolio management and advisory services to individual investors, families, trusts, endowments, and institutions. The firm emphasizes a long-term, low-turnover investment approach focusing on equities and high-quality fixed income, with asset allocation tailored to client objectives and risk tolerance.

Michael Kozak is a CFP® with 24 years of experience in the financial advisory industry. He is currently with BlueDoor Private Wealth, LLC, where he has worked since 2019, following prior roles at Little House Capital, East Coast Asset Management, and Cabot Wealth Management. Kozak maintains a small, occasional tax and estate planning practice involving drafting estate documents and coordinating tax work. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and financial planning, employing a long-term approach that combines fundamental and technical analysis. The firm offers multiple service options, including discretionary and non-discretionary management, an online flat-fee planning product, and access to insurance and annuity solutions.

William Dwyer is a financial advisor at Nicholas H. Safford & Co., Inc. in Rockport, MA, holding a Series 65 designation with eight years of industry experience. Prior to his advisory role, he was involved with the Pleon Yacht Club for four years. Nicholas H. Safford & Co., Inc. provides investment counsel and portfolio management to individuals, trusts, IRAs, and institutional clients, focusing on a research-driven approach that emphasizes fundamentally sound companies and tailored client recommendations through ongoing review and communication.

Richard Joyal is a financial advisor with Flagship Wealth Advisors, LLC, holding a Series 63 designation and eight years of industry experience. He has been involved with Joyal Capital Management since 2000 and Seacost, L.P. since 1996. Outside of advisory work, he is principal of Joyal Insurance Agency, which provides insurance sales and estate planning services. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes long-term asset allocation using mutual funds and ETFs, with regular account reviews and a combination of advisor-managed and model portfolio programs.