Charles Brown IV is a financial advisor at Marathon Financial Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NewEdge Advisors, Mass Mutual Investors Services, Baystate Financial, and Metlife Securities. Marathon Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning, consulting, and discretionary wealth management. The firm employs a goals-based, planning-driven investment approach that emphasizes tax-conscious, actively managed equity portfolios combining ETFs and direct stock holdings selected through fundamental research and top-down sector analysis.

Andrew Hawes is a financial advisor at Vista Way Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Payden & Rygel, Meritage Financial Strategies, Columbia Threadneedle Investments, and BlackRock Inc. Outside of his advisory role, he is a member of Bluefin Development LLC, a plumbing business in Charlestown, MA. Vista Way Advisors serves individuals, high-net-worth clients, business owners, and nonprofit organizations, providing investment management, financial planning, business consulting, and retirement plan services. The firm constructs tailored portfolios using both passive and active strategies, emphasizing asset allocation aligned with client goals and risk tolerance, and also offers group educational seminars and business consulting services.

Nancy Bissel is a financial advisor at Paramount Financial with a Series 65 designation and one year of industry experience. She has worked at Paramount Financial since 2022 and is also involved with DWB Tax and Insurance Services LLC as an insurance agent. Prior to her advisory roles, she worked in real estate and spent seven years at the Garden Terrace Alzheimer's Center of Excellence. Paramount Financial provides discretionary asset management and financial planning services to individual clients, utilizing proprietary portfolios with strategic and tactical asset allocation. The firm offers financial plans at no additional charge and conducts educational seminars, with investment strategies that include periodic rebalancing and a mix of mutual funds, ETFs, and other pooled vehicles.

Luke Meekins is a financial advisor with FleetStar Financial in Boston, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at FleetStar Advisors, Kovack Advisors, and Kovack Securities. In addition to his advisory role, he is president and owner of an insurance agency offering life insurance, annuities, and long-term care products. FleetStar Advisors provides investment advice to individuals, high-net-worth clients, trusts, and estates through customized management and third-party adviser recommendations. The firm emphasizes a non-discretionary approach, implementing trades only with client approval and focusing on diversified portfolios primarily using mutual funds and ETFs.

David Belisle is a financial advisor with Paramount Financial in Danvers, MA, holding a Series 65 credential and six years of industry experience. He has worked at several firms, including AE Wealth Management and Brookstone Capital Management, and is involved in tax planning and preparation through his ownership of DWB Tax and Insurance Services LLC and Tri-Point Tax and Accounting Services LLC. Paramount Financial offers discretionary asset management and financial planning to individual clients, utilizing proprietary portfolios with strategic and tactical asset allocation. The firm also provides financial plans at no extra charge and conducts public educational seminars.

Enid Beal is a Series 65-licensed financial advisor with 20 years of industry experience. She has been with The Beal Consulting Group, Inc. since 1995. Beal Consulting, Inc. offers personalized asset management and financial education to moderate- and high-net-worth individuals, families, and small endowments. The firm employs a diversified, global investment framework and a family-office style governance, with a focus on collaborative portfolio design and discretionary account management.

Patrick Cote is a CFP® and CFA® with 13 years of industry experience, currently serving as an advisor at Assetgrade, LLC since 2013. He holds Series 63 and provides financial planning and investment services from the firm’s Boston office. Assetgrade, LLC offers financial planning, investment and wealth management, and retirement plan consulting to individuals, trusts, estates, and corporate entities. The firm employs model-based portfolios that focus on strategic asset allocation with occasional tactical adjustments, serving approximately 165 clients with $337.7 million in discretionary assets under management.

Peter Mulholland is a financial advisor with Essex Private Wealth Management LLC in Topsfield, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Huntwicke Securities, LLC since 2016 and has been involved with Huntwicke Advisors, LLC since 2009. Outside of finance, he co-manages a family dairy farm specializing in milk goats and cheese production. Essex Private Wealth Management serves individuals, trusts, estates, retirement plans, and charitable organizations with customized wealth management and investment advisory services. The firm constructs portfolios primarily using mutual funds and ETFs, applying both fundamental and technical analysis with a generally long-term orientation.

Eric Roberge is a CFP® with 17 years of industry experience and is the sole advisor at Beyond Your Hammock LLC, which he founded in 2013. He holds the Series 66 license and is based in Boston, MA. Roberge participates in educational seminars and speaking engagements as part of his professional activities. Beyond Your Hammock serves individual and high-net-worth clients as well as employer plan sponsors, offering comprehensive financial planning, discretionary investment management, and employee benefit plan consulting. The firm emphasizes ongoing planning relationships, employs a largely passive and tax-efficient investment approach, and incorporates external money managers when appropriate.

Elliot Bruce is a CFA® charterholder and holds a Series 65 license. He has two years of industry experience and has been with Mason Capital Partners since 2017. Prior to that, he worked at Balanced Rock Investment Advisors for one year. He serves as chairman of the board of Fundamentals First Fund, an ETF managed by Mason Capital Partners. Mason Capital Partners advises individual and institutional clients, including high-net-worth and non-HNW individuals, pension plans, foundations, endowments, estates, corporations, and trusts. The firm employs a fundamental research-based investment approach focused on “income with growth,” typically allocating the majority of assets to common stocks and the remainder to fixed income.

Jonathan Wakely is a financial advisor at Wakely Investment Management in Boston, MA, with 19 years of industry experience. He holds the Series 65 and Series 66 designations and has led J Wakely Advisors, LLC since 2013. Wakely serves as a board member and sits on the investment committee of Cardigan Mountain School, a preparatory school in New Hampshire. Wakely Investment Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes a tailored, goal-based investment process and employs a range of strategies across equities, fixed income, mutual funds, and ETFs.

Randall Tavilla is a financial advisor at MWA Asset Management with 23 years of industry experience. He has held the Series 66 designation and has worked at MWA Asset Management since 2013, previously working at Triad Advisors, Inc. and engaging in insurance sales for 17 years. MWA Asset Management provides discretionary and non-discretionary asset management and financial planning services to individuals, including high-net-worth clients, as well as pensions, trusts, estates, and charitable organizations. The firm customizes portfolios and asset allocation based on client objectives and uses both internal and third-party research to guide investment decisions.

Joshua Stewart is a financial advisor at Mad River Investors with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Mad River Investors since 2002. Mad River Investors provides discretionary investment management to individuals, high-net-worth clients, companies, trusts, and institutional clients, and also serves as a sub-advisor and manager to other advisors and pooled investment vehicles. The firm employs an opportunistic, concentrated equity-oriented strategy with a long-term, contrarian approach and operates a private investment partnership for accredited investors.

Warren Isabelle is a financial advisor at Ironwood Investment Management, LLC with 19 years of industry experience. He has been with Ironwood since 1997. Ironwood provides discretionary portfolio management to individual and institutional clients, specializing in domestic-equity strategies across various market capitalizations. The firm uses a fundamental, bottom-up, value-oriented approach and manages pooled vehicles and wrap fee programs, combining small- and micro-cap value specialization with services typically offered by larger firms.

Donna Crocker is an advisor at Good Harbor Advisors, Inc. with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial, Ic Advisory Services Inc, and The Investment Center Inc prior to her current role. Crocker is also a licensed independent insurance agent. Good Harbor Advisors serves individuals, pension plans, trusts, estates, charitable organizations, and business entities, offering customized portfolio management, financial planning, and pension consulting. The firm uses a mix of equity securities, ETFs, mutual funds, and fixed income, supported by fundamental, technical, and cyclical analysis, along with AI tools integrated into service delivery.

Ryan O'Connor is a financial advisor at Sterling Oak Advisors in Boston, MA, holding a Series 65 designation with five years of industry experience. He has worked at Sterling Oak Wealth Advisors since 2020 and previously held roles at Eli's on Whitney, Quinnipiac University, and The Cottage Wellesley. Sterling Oak Advisors provides discretionary investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals and retirement plans. The firm employs a long-term investment approach focused on dividend-paying blue-chip stocks and low-cost ETFs, combined with various analytical methods and ongoing client engagement.

Mark Cacciola is a CFA® charterholder with three years of industry experience. He has worked at Sawyer & Co Inc since 2023 and previously held roles at Polen Capital Credit, DDJ Capital Management, and PhaseCapital LP. Sawyer & Company provides discretionary investment supervisory and trustee services primarily to high net worth individuals, pension plans, trusts, estates, and corporations. The firm employs a long-term investment approach focused on fundamental analysis of U.S. common stocks and fixed income, managing roughly $319 million across its client accounts.

Anke Parpart is a financial advisor at Good Harbor Advisors, Inc. with 16 years of industry experience. She holds a Series 65 designation and has worked at Good Harbor Advisors since 2007. She also manages an accounting practice at Babson & Company, a non-investment related role she has held since 2019. Good Harbor Advisors serves a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, financial planning, pension consulting, and educational workshops, using a mix of equity securities, ETFs, mutual funds, and fixed income, supported by fundamental, technical, and cyclical analysis.

William Sawyer II is a financial advisor at Sawyer & Co Inc with eight years of industry experience. He has been affiliated with Sawyer & Co Inc for 40 years. Sawyer & Company provides discretionary investment supervisory and trustee services primarily to high net worth individuals, pension and profit sharing plans, trusts, estates, and corporations. The firm emphasizes fundamental analysis with a long-term investment horizon and seeks total return while managing principal risks.

Samuel Conte is a financial advisor at Massachusetts Wealth Management, LLC with 19 years of industry experience. He has held his current position since 2012 and holds Series 63 and Series 66 designations. Massachusetts Wealth Management provides discretionary investment management to individuals, high-net-worth clients, trusts, retirement plans, charitable foundations, and endowments. The firm employs a tactical asset allocation strategy with a long-term orientation and custom-constructed portfolios that typically combine equities, fixed income, and cash equivalents.