Alyssa Reed is a CFP® professional with 19 years of industry experience, currently serving as an advisor at McNamara Financial Services, Inc. since 2010. She holds Series 63 and Series 65 licenses and works within a four-advisor team based in Marshfield, MA. McNamara Financial Services provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, businesses, retirement plans, and other legal entities. The firm employs a Modern Portfolio Theory-based investment approach, combining strategic asset allocation with tactical adjustments, and manages approximately $680 million for about 919 clients.

Joseph Arsenault is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Great Oak Capital Partners, LLC since 2026 and previously spent 18 years at Heritage Financial Services, LLC. Great Oak Capital Partners, LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm follows an evidence-based investment approach focusing on low costs, diversification, and rebalancing, and is affiliated with an accounting and tax services company to offer integrated advice.

Scott Chaisson is a financial advisor at Compass Capital Corporation with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Compass Capital Corporation and Compass Securities Corp since 2015. Outside of his advisory role, he serves as president of Compass Securities Insurance Agency, which is licensed to sell life insurance and annuities. Compass Capital Corporation provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation and portfolio optimization using software-driven screening and efficient-frontier techniques, managing portfolios through a combination of ETFs, mutual funds, individual equities, fixed income, and cash equivalents.

William Sylvia Jr. is a CFP® with 19 years of industry experience, currently serving as an advisor at Great Oak Capital Partners, LLC since 2015. He previously worked at LPL Financial and Osaic FS, Inc. Great Oak Capital Partners, LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm manages approximately $478 million for about 591 clients, utilizing an Evidence-Based Investment Approach focused on low costs, diversification, rebalancing, and factor exposures.

Gregory Workman is a financial advisor with Kelly Financial Services LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at several firms, including Financial Compass Group, Equitable Advisors, and New York Life Insurance Co. Since 2019, he has also worked as a rideshare driver for Lyft, Inc. Kelly Financial Services provides wealth management and financial planning to individuals and high-net-worth households, focusing on clients nearing or in retirement. The firm manages client portfolios primarily on a discretionary basis, utilizing individual equities, fixed income, mutual funds, and ETFs with a generally long-term investment horizon and periodic tactical adjustments.

John Coyne is a Certified Financial Planner® with 36 years of industry experience. He is currently with Compass Capital Corporation and Compass Securities Corporation and previously worked for Winslow, Evans & Crocker, Inc. for 17 years. Coyne is based in Braintree, MA. Compass Capital Corporation provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation and portfolio optimization using software-driven screening and efficient-frontier techniques to construct diversified portfolios.

Robert Fogarty is a financial advisor with Compass Capital Corporation in Braintree, MA, holding a Series 63 designation and over 30 years of industry experience. He has worked at Compass Securities Corporation since 1993 and operates Bristol Financial Services as a sole proprietor since 1992. Compass Capital Corporation provides financial planning and investment management services to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on asset allocation and portfolio optimization using software-driven techniques and manages portfolios directly or through sub-advisors.

Spencer Henderson is a ChFC® with three years of industry experience, currently serving as an advisor at Aequitas Investment Advisors, LLC. He has been with Aequitas since 2007, contributing to the firm's multi-advisor team based in Hingham, MA. Aequitas Investment Advisors provides financial planning, portfolio management, and consulting services to individuals, charitable foundations, and non-profit organizations. The firm manages approximately $826 million with a client-driven, non-discretionary investment approach that emphasizes long-term asset allocation, regular rebalancing, and both comprehensive and focused financial planning.

Joanna Martinez is a Series 65 licensed financial advisor at Rise North Capital Investment Advisors with two years of industry experience. She has worked at Foundations Investment Advisors and Rise North Capital, and she is also an affiliated insurance agent with National Life Group. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, employing a co-advisor model for trade execution and offering public educational workshops on financial topics.

Paul Reardon is a CFP® with 34 years of industry experience, currently serving at Investment Advisory Group LLC in Hanover, MA. He has been with Investment Advisory Group since 2004 and previously worked at Cetera Advisors LLC. Outside of his advisory role, he is president of the Boys & Girls Club of Marshfield, overseeing the board of directors and collaborating on governance matters. Investment Advisory Group LLC provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a team-based approach grounded in Modern Portfolio Theory and behavioral finance, managing diversified portfolios primarily composed of mutual funds, ETFs, and fixed income.

Michael Thomas is a Series 65-licensed advisor with MG Financial LLC in Braintree, MA, where he has worked since 2016. He is part of a three-advisor team at the firm. MG Financial serves high-net-worth individuals, families, trusts, and foundations with a liquid net worth of $10 million or more. The firm provides comprehensive advisory services focused on long-term, tailored strategies, emphasizing manager selection and oversight, and it sponsors a multi-series private fund of funds called MGF Partners.

Lawrence Pereira is a financial advisor with Capital Markets IQ, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has held roles at multiple firms, including Blueprint Capital Markets and Seagate Global Wealth Management, and has been with Capital Markets IQ since 2016. Pereira also owns King Harbor Wealth Management, a consulting firm focused on economic and operations consulting. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and multinational clients, combining fundamental and technical analysis with proprietary strategies. The firm offers wealth and portfolio management, financial planning, business consulting, and support for alternative and private investments.

Katelyn Mahon is a CFP® with 12 years of industry experience, currently serving as an advisor at Peddock Capital Advisors, LLC since 2016. She holds Series 63 and Series 65 licenses and works within a team of five advisors based in Braintree, MA. Peddock Capital Advisors is a registered investment adviser managing approximately $836 million in client assets across various client types, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a long-term investment approach utilizing both fundamental and technical analysis, strategic asset allocation, and tactical shifts when appropriate, while also offering affiliated tax and accounting services and family-office bill-pay and trustee services.

Jacob Graff is a ChFC® credentialed advisor with three years of industry experience, currently with Rise North Capital Investment Advisors. He has worked at Foundations Investment Advisors, LLC and ProIncome, and has been involved with Rise North Capital since 2020. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, while also acting as a 3(21) fiduciary for retirement plans. The firm uses a co-advisor model that retains discretionary authority and delivers customized portfolio proposals, ongoing reviews, and educational workshops.

Tyler Chaisson is a financial advisor at Compass Capital Corporation with 8 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with Compass Securities Corporation and Compass Capital Corporation since 2018. Outside of advising, he serves as the managing member and principal lawyer of Compass Legal Services, LLC, a law firm specializing in estate planning and business organization. Compass Capital Corporation provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation and portfolio optimization using software-driven screening and efficient-frontier techniques.

John Noonan III is a CFP® professional with 21 years of industry experience. He has been with Great Oak Capital Partners, LLC since 2015 and previously worked at Osaic FA, Inc. and Osaic FS, Inc. Great Oak Capital Partners, LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm follows an Evidence-Based Investment Approach emphasizing low costs, diversification, and rebalancing, and integrates tax and accounting services through affiliated professionals.

Charles Gable is a financial advisor at Kelly Financial Services LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co., Wells Fargo Clearing Services LLC, Webster Investments, and LPL Financial. 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, using a blend of individual equities, fixed income, mutual funds, ETFs, and third-party sub-advisors with an emphasis on capital preservation and income generation.

Keith Whitt is a financial advisor with Investment Advisory Group LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Investment Advisory Group since 2018 and has been with Maritime Wealth Advisors LLC since 2011. Prior to that, he was employed at Geneos Wealth Management, Inc. from 2006 to 2018. Investment Advisory Group LLC manages approximately $1.2 billion in assets for individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a five-advisor team and uses a disciplined investment approach based on Modern Portfolio Theory, the Fama-French three-factor model, and behavioral finance, primarily utilizing diversified portfolios of mutual funds, ETFs, and fixed income securities.

Timothy Shanahan is a financial advisor with Compass Capital Corporation in Braintree, MA, holding a Series 63 license and bringing 46 years of industry experience. He has been with Compass Capital Corp since 1984 and also worked at MarketsFlow Inc. from 2018 to 2019. Outside of advisory services, he serves as trustee and sole owner of a real estate trust with limited monthly involvement. Compass Capital Corporation provides personalized financial planning and investment management for individuals, plans, trusts, charities, and small businesses. The firm uses software-driven asset allocation and portfolio optimization techniques to build diversified portfolios and delivers both ongoing management and limited planning services.

William Mc Carthy is a CFA® charterholder with two years of experience in financial advising. He has been with Carapace Financial Advisors LLC since 2023 and previously worked at State Street Corp for 29 years. Between 2018 and 2023, he spent time engaged in extended travel. Carapace Financial Advisors LLC provides discretionary portfolio management and sub-advisory services to high-net-worth and accredited investors, institutional clients, and other advisers. The firm employs customized market-linked hedging and investment strategies using proprietary quantitative methods, combining diversified collateral portfolios with exchange-listed options to manage downside risk while targeting upside potential or enhanced income.