Paul Stone is a financial advisor at Genesis Wealth Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Genesis since 2012. In addition to his advisory role, he is licensed as an insurance producer in Massachusetts. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans with discretionary and non-discretionary investment management and financial planning services. The firm uses fundamental analysis and long-term portfolio construction tailored to each client’s objectives, with a distinctive focus on model portfolios and detailed performance reporting.

Jethro Kollie is a financial advisor at Fox Hill Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Beck Bode, LLC, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and Concord Wealth Management. In addition to his advisory role, Kollie is a commercial real estate advisor with Cushman & Wakefield. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm offers investment management, financial planning, retirement plan consulting, and estate planning coordination, employing a combination of passive and active strategies with both fundamental and quantitative analysis.

Ryan Zimmerman is a CFP® with 22 years of experience in the financial services industry. He is currently with MSA Financial and has previously worked at Securities America Advisors and Raymond James & Associates. Outside of his advisory role, he serves as an assistant coach for a youth basketball team and volunteers with the Boston Estate Planning Council. MSA Financial serves a diverse client base including individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, customized investment approach using fundamental and technical analysis, supported by third-party AI tools, and offers a range of services from investment management to ERISA-focused consulting.

Justin McNamara is a CFP® with 20 years of industry experience and has been with McNamara Financial Services, Inc. since 2010. He holds the Series 63 designation and serves as Vice President and owner of the firm. McNamara Financial Services, Inc. is a four-advisor team based in Chelmsford, MA, providing investment advisory and financial planning to individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach with strategic asset allocation and tactical adjustments, offering services that include portfolio management, financial planning, and retirement-plan consulting.

Peter Simmons is a financial advisor with Peddock Capital Advisors, LLC, holding a Series 65 designation and over 23 years of industry experience. His career includes roles at CW Advisors, LLC and Bingham Legg Advisers LLC. Peddock Capital Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, offering wealth management, portfolio management, retirement-plan advisory, and consulting services. The firm employs a blend of fundamental and technical analysis with a long-term investment approach combined with tactical reallocations and manages approximately $836 million in client assets.

Ashley Murray is a financial advisor at Balanced Rock Investment Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and worked previously at Valmark Securities, Inc. from 2015 to 2024. Balanced Rock Investment Advisors is a fee-only, SEC-registered firm managing approximately $193 million in discretionary assets. The firm serves individuals, families, trusts, businesses, retirement plans, and nonprofits, employing a long-term, diversified investment approach that integrates fundamental and quantitative analysis, ESG screening, and specialized advisory channels.

Paul Duval is a financial advisor at Genesis Wealth Advisors, LLC with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Duval has worked at Genesis Wealth Advisors since 2011 and also serves as president of GCA Insurance Agency, Inc., where he is involved in insurance-related activities. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, providing investment management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on fundamental analysis and long-term portfolio construction tailored to client objectives, with an emphasis on model portfolios and comprehensive performance reporting.

Robert Roy is a financial advisor at MSA Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Equity Services, Inc., Securities America, LLC, and Osaic Wealth, Inc. MSA Financial provides investment advisory, financial planning, and retirement-plan services to individuals, trusts, estates, business entities, and financial institutions. The firm uses a strategic asset-allocation framework combined with fundamental and technical analysis to construct customized portfolios.

Gregory Murray is a financial advisor at Kelly Financial Services LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kelly Financial Services since 2010. 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 across about 1,401 client households, employing a disciplined investment approach that emphasizes income and capital growth with capital preservation.

Sara Daly is a financial advisor at Beck Bode LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Fairfield University, Dedham Country and Polo Club, and Westwood High School. 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 to tailor investments according to client goals and risk tolerance.

Mark Mcauley is a CFP® with 15 years of industry experience, currently serving at Great Oak Capital Partners, LLC since 2019. He is also president of Great Oak Tax Planning, Inc., a tax preparation firm. Mcauley’s background includes over two decades of involvement in tax services through Great Oak Tax Planning. Great Oak Capital Partners, LLC provides wealth management, financial planning, investment management, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm employs an evidence-based investment approach focused on low costs, diversification, rebalancing, and factor integration, and combines investment advice with access to tax and accounting services through affiliated companies.

Derek Sage is a financial advisor at Rise North Capital Investment Advisors with a Series 65 credential and one year of industry experience. Prior to joining Rise North Capital Investment Advisors, he was a full-time student for six years and briefly unemployed in 2022. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, acting as a 3(21) fiduciary for retirement plans. The firm operates a co-advisor model, conducts public financial education workshops, and offers multi-tiered ongoing planning services.

Thomas Higgins is a Series 66-credentialed advisor at Balanced Rock Investment Advisors with 10 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Ameritas Investment Corp, and independent consulting engagements. Balanced Rock Investment Advisors is a fee-only, SEC-registered firm managing approximately $193 million in discretionary assets. The firm serves individuals, families, trusts, businesses, retirement plans, and nonprofits, employing a long-term, diversified investment approach that incorporates fundamental and quantitative analysis alongside specialized strategies such as direct indexing and ESG integration.

Philip Noonan is a financial advisor at Contravisory Investment Management, Inc. in Norwell, MA, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Contravisory since 1999. 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 also sponsors private pooled funds with governance safeguards designed to address conflicts in side-by-side management.

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.

Anthony Mitrano is a financial advisor at Beck Bode LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Amundi Asset Management, Ifp, and Eaton Vance Wealth Management. 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 dividend-paying equities and a high-leverage options approach, tailoring portfolios to clients’ goals and risk tolerance.

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.

Peter Kalianiotis is a financial advisor at Beck Bode LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at The Bulfinch Group, Source in Bulk, and Transamerica Capital Inc. Beck Bode serves individuals, families, and 401(k) pension and profit-sharing plans by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis and offers multiple investment strategies, including growth and income-focused approaches, alongside ancillary services such as tax preparation and subadvisory support.

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.