David Mac Dougall is a CFA® charterholder with four years of industry experience. He is affiliated with Ipswich Investment Management Company, Inc and has prior work history at Boston Financial Management LLC and Emerson Investment Management LLC. Ipswich Investment Management provides discretionary portfolio management and advisory services to individuals, families, trusts, endowments, pension, and corporate accounts. The firm employs a long-term, low-turnover investment approach focused on equities and fixed income, with portfolio decisions overseen by an internal Investment Committee and tailored to client objectives and tax considerations.

Michael Kozak is a CFP® with 24 years of experience in the financial industry. He has been with BlueDoor Private Wealth, LLC since 2019 and also maintains a small, sporadic tax and estate planning practice. Prior to BlueDoor, he worked at East Coast Asset Management, LLC and Little House Capital, LLC. 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 approach.

Robert Mestjian is a CFP® with 16 years of industry experience, currently serving as an advisor at Alliance Private Wealth, LLC. He has been associated with Alliance Private Wealth and Commonwealth Financial Network since 2007 and 2009, respectively. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and businesses, providing discretionary investment management, financial planning, retirement plan advisory, and exit-planning services. The firm employs a primarily long-term, discretionary investment approach using diversified mutual funds, ETFs, individual equities, and bonds, supported by fundamental and technical analysis.

Grady Kozak is a financial advisor at BlueDoor Private Wealth, LLC with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining BlueDoor, he was self-employed for four years. Outside of his advisory role, he operates a business providing after-school sports programs to elementary and middle schools. BlueDoor Private Wealth serves individual and high-net-worth clients with tailored investment management and financial planning services, using a long-term investment approach that combines fundamental and technical analysis. The firm offers a range of solutions including discretionary and non-discretionary management, an online flat-fee planning product, and access to insurance and annuities, supported by affiliated legal and tax services.

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. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Family Fiduciary Services, he worked at Northwestern Mutual in various roles from 2023 to 2025. Outside of his advisory career, he has experience in the hospitality industry, having worked at Daniellas Ristorante from 2022 to 2024. Family Fiduciary Services, Inc. serves individuals, corporations, trusts, foundations, and retirement plan sponsors, offering discretionary investment management, financial planning, and 401(k) plan advisory services. The firm constructs portfolios aligned with client risk profiles and target allocations, emphasizing long-term asset allocation, diversification, and tax sensitivity.

Alyson Shaw is a financial advisor at Alliance Private Wealth, LLC with seven years of industry experience. She previously worked for twelve years at Commonwealth Financial Network. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and businesses, offering discretionary investment management, financial planning, retirement plan advisory, and exit-planning services. The firm employs a primarily long-term, discretionary investment approach using diversified mutual funds, ETFs, individual equities, and bonds, supported by both fundamental and technical analysis.

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.

Beatrice Tiberii is a financial advisor at Family Fiduciary Services, Inc. with one year of industry experience. She holds a Series 65 designation and has operated Cellar Door Wine and Beer LLC, a wine shop, since 2015. Family Fiduciary Services, Inc. serves individuals, corporations, trusts, foundations, and retirement plan sponsors by providing discretionary investment management, financial planning, and 401(k) plan advisory services. The firm constructs portfolios based on client risk profiles and emphasizes long-term asset allocation, diversification, and tax sensitivity.

Alexander Castrichini is a financial advisor at Cabot Wealth Management with 14 years of industry experience. He holds a Series 66 designation and previously worked at Triad Advisors, BlackRock Investments, and Fidelity Investments. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes allocations using individual stocks, bonds, mutual funds, and ETFs, employing both fundamental and technical analysis with ongoing monitoring and periodic rebalancing.

Alexander Colby is a CFA® charterholder with 21 years of industry experience. He has been with Ipswich Investment Management Company, Inc. since 2006. Ipswich Investment Management provides discretionary portfolio management and investment advisory services to individuals, families, trusts, endowments, pension, and corporate accounts. The firm follows a long-term, low-turnover investment approach that emphasizes equities managed by capable managers and highly rated fixed income, with allocations tailored to client objectives and tax considerations.

Michael Hills III is a financial advisor at MariPau Wealth Management LLC with a Series 65 designation and two years of industry experience. He has worked at MariPau Wealth Management and Apex Wealth since 2022 and has a background that includes completing a financial analysis program at Gordon College. Outside of investment advisory, he is an independent life insurance agent affiliated with Apex Wealth. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and other business entities. The firm operates as a fiduciary, managing discretionary portfolios and offering services through a network of advisory affiliates, with a focus on diversified investment strategies and recommended custodianship.

Eric Jostrom is a financial advisor at Ipswich Investment Management Company, Inc with 17 years of industry experience. He has been with Ipswich since 2007. Outside of his advisory role, he serves as a director for both Scully Signal Co. and Iceman Capital Ltd. 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 focused on equities managed by capable managers and highly rated fixed income, with portfolio allocations tailored to client objectives and tax considerations.

Benjamin House is a financial advisor at Stonehearth Capital Management with one year of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and TD Ameritrade. His background also includes roles in education at Gordon College and St Johns Prep. Stonehearth Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, and business entities. The firm manages approximately $386.7 million in assets and employs a team-based approach with customized portfolios across four core strategies, incorporating proprietary screening tools and tax-aware practices.

Dennis Butterfield is a financial advisor at LifeMark Securities Corp. with 49 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LifeMark in 2018, he worked at Foresters Equity Services, Inc. from 2010 to 2018 and has been an independent insurance agent since 1974. LifeMark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering various managed account programs and consulting services tailored through risk assessments.

Kevin Halloran is a financial advisor at Santander Securities LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2017, as well as at Citizens Securities, Inc. from 2015 to 2017. Santander Securities LLC serves a diverse client base including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and other financial services, delivering investment advice through a managed-account platform with third-party managers and an implementation manager handling portfolio rebalancing.

Dylan Burling is a CFP® and holds a Series 66 license with two years of industry experience. He is currently affiliated with Northeast Planning Associates, Inc. and LPL Financial. Prior to his financial advisory roles, he worked at Virginia Tech and was involved with La Cabra Brewing and Martin's Dam Club. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements and access to investment management, managing approximately $327.7 million in client assets.

Naima Bensassi is a financial advisor with Santander Securities LLC in Peabody, MA, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has worked at Santander Securities since 2017 and at Santander Bank, NA since 2005. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm provides investment management primarily through the FMAX wrap-fee platform and supports clients including individuals, ERISA and IRA accounts, and institutional entities.

Barry Dick is a financial advisor with The Fiduciary Alliance, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining The Fiduciary Alliance in 2021, he worked for First Financial Advisors, LLC for 14 years. Outside of advisory services, he is co-owner of Dick Insurance Agency and owner of Merrimack Financial, both involved in life and property and casualty insurance sales. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm operates through multiple divisions and a network of investment advisor representatives, utilizing client-specific investment policy statements and a combination of fundamental, technical, cyclical, and charting analyses.