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 designation and 46 years of industry experience. His career includes roles at MarketsFlow Inc. and Compass Securities Corporation, with over four decades at Compass Capital Corp. Outside of his advisory work, he manages a personal real estate trust as a trustee. Compass Capital Corporation provides portfolio management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm employs an investment approach centered on asset allocation and efficient-frontier portfolio optimization, utilizing a range of securities and occasionally delegating styles to sub-advisors.

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.

Mark Bossey is a financial advisor at BostonPremier Wealth with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Commonwealth Financial Network and LPL Financial. Bossey is also a co-owner of BostonPremier Wealth and has involvement in fixed insurance sales. BostonPremier Wealth advises individual, high-net-worth, charitable, and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach focused on risk profiling and customized model portfolios.

Joshua Smith is a financial advisor with Kelly Financial Services LLC in Braintree, MA, holding a Series 65 license and one year of industry experience. He previously worked at SHP Wealth Management and SHP Financial before joining Kelly Financial Services. Outside of finance, he has experience in the restaurant industry, having worked at Cabbyshack Restaurant. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages client portfolios mainly on a discretionary basis and employs a blend of equities, fixed income, mutual funds, and ETFs, occasionally using third-party sub-advisors and customized model portfolios.

Michelle Fallon is a CFP® professional with 11 years of industry experience. She is part of a five-advisor team at Aequitas Investment Advisors, LLC in Hingham, MA. Aequitas Investment Advisors serves individuals, including high-net-worth clients, as well as charitable foundations and non-profit organizations. The firm employs a consultative, non-discretionary investment approach focused on long-term asset allocation and periodic rebalancing across mutual funds, ETFs, and selected individual securities.

Paul Marino is a CFP® with 36 years of industry experience. He is affiliated with MSA Financial and has worked with firms including Osaic Wealth, Inc. and Securities America Advisors, Inc. Outside of advising, he operates an independent insurance agency and manages a single-member LLC involved in the registration and logistics of auto equipment. MSA Financial is a team firm serving individuals, trusts, estates, business entities, retirement plans, and certain financial institutions. The firm offers customized portfolio management and financial planning services using a strategic asset-allocation approach combined with fundamental and technical analysis.

Adam Ferguson is a financial advisor with BostonPremier Wealth in Hanover, MA, holding over one year of industry experience. He has worked at Commonwealth Financial Network since 2024 and has been involved with McCarthy Ferguson CPA Inc. since 2004. BostonPremier Wealth advises individual and high-net-worth clients, as well as select charitable and corporate clients, managing approximately $351 million in client assets. The firm employs a top-down, model-driven investment approach, offering financial planning, portfolio management, and retirement plan consulting through various advisory programs and third-party model portfolios.

David Canal is a financial advisor at Contravisory Investment Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Contravisory since 2000. 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 to address potential conflicts.

Robert Stimson is a financial advisor at Little House Capital, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arkadios Capital, Peoples Securities, Inc., and People's United Bank. He serves as CEO and CIO of Little House Capital. Little House Capital is an SEC-registered advisory firm providing discretionary investment management, wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and endowments. The firm uses a primarily long-term investment approach that combines fundamental and technical analysis, managing portfolios with individual securities, mutual funds, and ETFs.

Suleiman Ali is a financial advisor at Hoopoe Advisors in Boston, MA, holding Series 63 and Series 66 licenses with 22 years of industry experience. He co-founded Strengthening Families and Communities, LLC, where he serves as Chief Compliance Officer and Investment Adviser Representative. Ali has worked at Hoopoe Capital Markets, LLC since 2018 and has been associated with LPL Financial, LLC since 2009. Outside of advising, he is the owner of a trucking business operated by a third party. Hoopoe Advisors primarily serves individual and high-net-worth clients, also advising charities, small businesses, and self-trusteed pension plans. The firm offers comprehensive wealth management services and constructs personalized portfolios using fundamental, technical, and cyclical analysis across various asset classes, providing both discretionary and non-discretionary management.

Philip Boncaldo is a financial advisor at Compass Capital Corporation with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Compass Securities Corp since 2000 and with his own firm, Philip B. Boncaldo & Associates, Inc., since 1992. Outside of advisory services, he manages family real estate investments involving residential apartment buildings. Compass Capital Corporation provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on asset allocation and efficient-frontier portfolio optimization, using various investment vehicles including ETFs, mutual funds, equities, and fixed income.

Deirdre Prescott is a financial advisor at Sandy Cove Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with Sandy Cove Advisors since 2009. Outside of her advisory role, she serves as co-trustee with Mellon Financial on her sister’s special needs trust. Sandy Cove Advisors is a multi-advisor team managing approximately $582 million in client assets, serving individuals, family offices, trusts, estates, and business entities. The firm provides integrated wealth management services, including portfolio management, financial planning, and trustee oversight, employing both fundamental and quantitative investment strategies.

Richard Stram is a CFP®-designated financial advisor with 38 years of industry experience. He is affiliated with MSA Financial in Braintree, MA, where he has worked since 1997, including time at Marino Stram & Associates and his own registered entity. Outside of advisory work, he is also an independent insurance agent. MSA Financial serves individuals, trusts, estates, business entities, and retirement plans through customized portfolio management and financial planning. The firm employs a strategic asset-allocation approach with tactical rebalancing and offers both discretionary and non-discretionary management, along with access to various managed-account programs and third-party money managers.

Kate Chilson is a Series 65-licensed advisor with MG Financial LLC, where she has been part of the team since 2002. She works at a firm based in Braintree, MA, that specializes in serving high-net-worth individuals, families, trusts, and charitable organizations. MG Financial manages over $1 billion in assets with a four-person advisory team and offers comprehensive services including asset allocation, manager selection, tax and estate planning, and charitable giving strategies. The firm focuses on long-term investment programs and acts as both fund sponsor and advisor to multi-series private funds investing across venture, LBO, private equity, and real estate.

William Sullivan III is a financial advisor with Next Level Private LLC, bringing 13 years of industry experience. He has worked at Next Level Private since 2022 and concurrently operates Sullivan Insurance, Inc., which he has owned since 1987. Outside of his advisory and insurance work, he serves as a board member for the Milton-Fuller Housing Agency, an over-55 housing community in Milton, MA. Next Level Private advises high-net-worth individuals, families, trusts, estates, businesses, and retirement plans, providing discretionary investment management and financial planning services. The firm employs both fundamental and technical analysis to develop customized portfolios and maintains an institutional relationship with its primary custodian.

Erik Saarinen is a CFP® with 11 years of industry experience, currently serving as a financial advisor at McNamara Financial Services, Inc. He previously worked at Eaton Vance Distributors, Inc. and has been with McNamara Financial Services since 2022. McNamara Financial Services provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, endowments, and businesses. The firm emphasizes Modern Portfolio Theory and strategic asset allocation with a tactical component, using low-cost mutual funds and ETFs within diversified portfolios.

Luke Pata is a financial advisor at Little House Capital, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Liberty Mutual Insurance, CNA Insurance, Merrill Lynch, and Cape Ann Savings Trust & Financial Services. He also spent four years at Babson College. Little House Capital is an SEC-registered advisory firm that provides discretionary investment management, wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, endowments, and other corporate structures. The firm’s investment approach combines fundamental and technical analysis with a long-term perspective and offers trustee, family-office, and multi-generational planning services.

Joshua Grieves is a CFP® professional with 18 years of experience in the financial services industry. He is currently with BostonPremier Wealth, where he has worked for 10 years, and previously held roles at LPL Financial and Commonwealth Financial Network. Outside of his advisory work, he is involved in fixed insurance sales. BostonPremier Wealth advises individual and high-net-worth clients, as well as select charitable and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach, focusing on aligning portfolios with clients’ risk profiles and target asset allocations.