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.

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.

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.

Kerry founded BeingFIT to deliver what most financial advice lacks: true integration. Planning, investing, and tax strategy—aligned into one disciplined system designed to create and preserve wealth. With two decades of experience inside major financial institutions, Kerry built deep expertise in investment strategy, tax planning, retirement design, and complex financial decisions. She later advised financial professionals nationwide, reviewing and refining thousands of plans for accuracy, efficiency, and strategic edge. Today, Kerry works with a select group of clients who value clarity, coordination, and results. Her approach focuses on aligning every financial decision—from investments to equity compensation to real estate—into a cohesive, tax-aware strategy. Outside of her work, Kerry prioritizes health, family, and independence. Whether training, traveling, or at the hockey rink with her daughter, she lives the same principles she brings to her clients: discipline, intention, and long-term focus.

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.

Adrian Baldeon is a CFP® professional with six years of industry experience, currently serving at Genesis Wealth Advisors, LLC. He previously worked at Adviser Investments, LLC and USA Financial Securities. Outside of finance, he has experience in the hospitality industry and in media production through Launch Sight Productions LLC. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, offering investment management, financial planning, and retirement plan advisory services. The firm’s approach focuses on fundamental analysis and long-term portfolio construction, utilizing model and custom portfolios with ongoing monitoring and performance reporting.

Thomas Fletcher is a Certified Financial Planner® with 16 years of industry experience. He has worked at Napier Financial, LLC since 2025 and previously spent 12 years with U.S. Financial Advisors, including eight years at LPL Financial. Outside of his advisory role, Fletcher is involved with GenWel Capital, LLC, managing private real estate-related investment funds. Napier Financial serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a macro-economic, top-down asset allocation process and offers discretionary investment management, financial planning, retirement-plan advisory, and trustee services, with a notable focus on private real estate funds managed through affiliated entities.

Beth Price is a financial advisor with Beck Bode LLC in Traverse City, MI. She holds a Series 65 designation and has been in the industry since 2022. Prior to joining Beck Bode, she worked at Intentional Wealth Advisors from 2018 to 2022 and spent ten years at Traverse City Christian 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, emphasizing dividend-paying equities, and offers customized asset allocation based on client goals and risk tolerance.

Amy Alpert is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at Gray Private Wealth, LLC since 2019 and previously at R Miller and Associates and New England Private Wealth Advisors. Gray Private Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, foundations, and charitable organizations. The firm emphasizes long-term, after-tax, risk-adjusted returns through tailored portfolio management and utilizes mutual funds, ETFs, separately managed accounts, and third-party sub-advisers.

James Driscoll is a financial advisor with Rise North Capital Investment Advisors in Braintree, MA, holding Series 63 and Series 65 licenses and over 22 years of industry experience. His prior roles include positions at Northwestern Mutual, NYLife Securities, and Guardian Life. He is also involved as managing director in insurance and annuity product sales through Rise North Capital, LLC. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm operates with a co-advisor model, offers public educational workshops, and delivers tailored portfolio management and ongoing planning with a focus on retirement plans and specialized financial topics.

Martin Paul is a financial advisor with Bright Futures Wealth Management, LLC, holding Series 63 and Series 65 licenses and over 50 years of industry experience. He has worked with multiple firms, including Cetera Advisors LLC and Silver Oak Securities, Inc. Outside of his advisory role, he serves as a service officer for local veterans' organizations, including VFW Post 2547 and American Legion Post 7 in North Easton, MA. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting services to a diverse client base, including individuals, trusts, and retirement plans. The firm employs a variety of investment analysis techniques and offers both discretionary and non-discretionary services.

Cassandra Golden is a CFP® professional at May Hill Capital, LLC with two years of industry experience. Prior to joining May Hill Capital in 2025, she worked at Single Point Partners for five years and Edelman Financial Engines for one year. May Hill Capital provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, endowments, and businesses. The firm manages over $500 million in assets with a focus on customized portfolios primarily composed of individual equities and ETFs, using both fundamental and technical analysis.

Mary Gilligan is a Series 65-licensed advisor at MG Financial LLC in Braintree, MA, where she has worked since 1996. She has served as Managing Director of MGF LLC and its affiliated partnership since 1999. MG Financial serves high-net-worth individuals, families, trusts, and charitable organizations, focusing primarily on clients with a minimum liquid net worth of $10 million. The firm offers comprehensive advisory services and acts as investment manager to pooled vehicles known as MGF Partners, managing over $1 billion in assets with a four-person advisory team.

Louis Ricciardi is a financial advisor at Bristol Wealth Group with 44 years of industry experience. He has held positions at Raymond James Financial and UBS Financial Services before joining Bristol Wealth Group in 2018. Ricciardi serves on multiple nonprofit boards, including the Boys & Girls Club of Metro South, Bridgewater State University Foundation, Massachusetts Maritime Academy Foundation, and the Ricciardi College of Business Advisory Board, and he is the board president of the Taunton Development Corp. Bristol Wealth Group is a five-advisor team that provides financial planning and discretionary wealth management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages portfolios using fundamental analysis and offers ongoing portfolio supervision and periodic reviews tailored to client objectives and risk tolerances.

Raymond Sicard III is a CFP® and CFA® credentialed advisor at Falcon Wealth Planning, LLC with 12 years of industry experience. His prior roles include positions at LPL Financial, Goodman Advisory Group, Facet Wealth, and Ameriprise Financial Services. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office offering for clients with over $5 million under management. The firm employs fundamental and technical analysis, modern portfolio theory, and various trading strategies, with discretionary account management and regular portfolio reviews.