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.

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.

Robert Mckenzie is a financial advisor at Boston Research and Management, Inc. in Manchester, MA, with 22 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Wells Fargo Clearing, Calibre Advisory Services Inc., and Tanager Financial Services Inc. before joining his current firm in 2012. 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 uses fundamental analysis and a valuation-oriented equity approach to construct portfolios primarily with individual stocks, bonds, ETFs, and low-cost mutual funds, emphasizing independence and a team-based service model.

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.

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 industry experience, currently serving at BlueDoor Private Wealth, LLC. His previous roles include positions at Cabot Wealth Management and East Coast Asset Management, among others. He maintains a small, sporadic tax and estate planning practice, dedicating limited time to drafting documents and coordinating related work. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and ancillary financial planning, employing a long-term investment process that blends fundamental and technical analysis. The firm offers discretionary and non-discretionary services, online planning products, and access to insurance and annuity solutions through DPL Financial Partners.

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.

Daniel Doherty is a financial advisor with Financial Transparency, holding the PFS™ and Series 66 designations and bringing 25 years of industry experience. He has worked at Envision Financial Transparency since 2018 and previously spent nearly two decades with CSSC-affiliated firms. Doherty is a shareholder in the law firm Maclean, Holloway, Doherty, Ardiff & Sheehan, P.C., where he has practiced law for over 29 years. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations. The firm employs an asset allocation approach based on Modern Portfolio Theory and offers a range of investment programs including both passive and active management tailored to various client needs.

Robert Mestjian is a CFP® professional with 17 years of industry experience. He is a co-owner and advisor at Alliance Private Wealth, LLC, where he has worked since 2007. His prior experience includes 16 years at Commonwealth Financial Network. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, retirement plans, and businesses with a five-advisor team managing approximately $466 million. The firm focuses on long-term discretionary wealth management, diversified portfolios, and comprehensive financial planning, including exit planning for business owners.

Grady Kozak is an advisor at BlueDoor Private Wealth, LLC with Series 65 and Series 66 credentials and one year of industry experience. He previously worked at Savvy and is self-employed, operating a business that provides after-school sports programs to elementary and middle schools. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and financial planning services. The firm’s long-term investment approach combines fundamental and technical analysis to create tailored portfolios, and it offers additional services including estate planning and tax consulting through affiliated practices.

Nathan Stevens is a financial advisor at Cabot Wealth Management in Beverly, MA, holding a Series 65 credential. He joined the firm in 2025 and has recently started his career in the industry. Cabot Wealth Management provides portfolio and wealth management services to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes investment allocations based on clients’ objectives and risk tolerance, utilizing a mix of individual securities, mutual funds, and ETFs while offering financial planning and in-house tax services for select clients.

Leslie Kernan III is a CFA charterholder at Boston Research and Management, Inc. with eight years at the firm and three years of overall industry experience. Prior to joining Boston Research and Management, he worked at Boston College and JamSpot, Inc. 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, employing a valuation-oriented equity approach focused on intrinsic value and a margin of safety.

Matthew Soucy is a financial advisor at Family Fiduciary Services, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual in various capacities. Outside of finance, he was involved with Daniellas Ristorante for two years. Family Fiduciary Services, Inc. serves individuals, corporations, trusts, and retirement plan sponsors with discretionary investment management and financial planning. The firm emphasizes long-term asset allocation, diversification, and tax sensitivity, and offers distinctive trustee, bill-paying, and tax-organization services in addition to 401(k) plan advisory support.

Alyson Shaw is a financial advisor with Alliance Private Wealth, LLC, where she has worked since 2025. She holds eight years of industry experience, including a 12-year tenure at Commonwealth Financial Network. Alliance Private Wealth is a team-based firm serving individuals, high-net-worth clients, families, trusts, retirement plans, and businesses. The firm manages approximately $466 million across diversified portfolios, focusing on long-term, discretionary wealth management combined with comprehensive financial planning and specialized exit planning for business owners.

John Safford is a financial advisor at Nicholas H. Safford & Co., Inc. in Rockport, MA, holding a Series 63 designation with 31 years of industry experience. He has been with Nicholas H. Safford & Co., Inc. since 1993. Nicholas H. Safford & Co., Inc. provides investment counsel and portfolio management to individuals, trusts, IRAs, and various institutional clients, including charitable institutions and endowments. The firm employs a research-driven investment approach focused on fundamentally sound companies with earnings and dividend growth, supplemented by select non-U.S. equities and high-quality fixed income, operating primarily on a non-discretionary basis.

Patricia Bowlin is a financial advisor at Ipswich Investment Management Company, Inc. in Beverly, MA, holding a Series 65 designation with 19 years of industry experience. She has been with Ipswich since 2010. Ipswich Investment Management provides discretionary portfolio management and investment advisory services to individuals, families, trusts, endowments, pension, and corporate accounts. The firm employs a long-term, low-turnover investment approach emphasizing equities managed by capable managers and high-quality fixed income, with portfolio allocations tailored to client objectives and tax considerations.