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 with one year of experience at May Hill Capital, LLC. Prior to joining May Hill Capital, she worked for Single Point Partners and Edelman Financial Engines. May Hill Capital provides discretionary and non-discretionary wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, endowments, and businesses. The firm manages customized portfolios primarily using individual equities and ETFs with a long-term focus, combining fundamental and technical analysis along with periodic rebalancing.

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 holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial Services Advisors and Private Client Services. Ricciardi serves on several 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 president of the Taunton Development Corporation board. Bristol Wealth Group provides financial planning and discretionary portfolio management for individuals, trusts, estates, and institutional clients. The firm manages approximately $876 million in discretionary assets, employs fundamental analysis to build tailored portfolios, and operates as a fiduciary with a structure linked to a regional savings bank.

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.

David Mullen is a CFA® charterholder with four years of industry experience. He has been with Little House Capital, LLC since 2020 and previously worked at EntrepreneursShares and the University of Massachusetts Amherst, Isenberg School of Management. Little House Capital, LLC is an SEC-registered advisory firm serving individuals, trusts, foundations, endowments, and corporate clients. The firm provides discretionary investment management, wealth management, financial planning, and retirement-plan advisory services, using a long-term investment approach that combines fundamental and technical analysis.

Robert Marchewka is a financial advisor at Rise North Capital Investment Advisors with two years of industry experience. He holds a Series 65 credential and has worked at Foundations Investment Advisors and Rise North Capital. Prior to his advisory roles, he was employed by the Town of Belchertown and Town of East Longmeadow. He is also registered as an insurance agent offering life insurance and annuity products. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities while acting as a 3(21) fiduciary for retirement plans. The firm uses a co-advisor model to deliver customized portfolio management and offers public educational workshops along with multi-tier ongoing planning covering areas such as equity compensation and business succession.

Brandon Roy is a CFP® with 10 years of industry experience, currently serving as an advisor at MSA Financial since 2017. He previously worked at Securities America Inc. from 2016 to 2024 and spent a year at OSAIC. In addition to his advisory role, he operates as an independent insurance agent. MSA Financial serves individuals, trusts, estates, business entities, retirement plans, and financial institutions by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term, customized investment approach and utilizes both fundamental and technical analysis alongside artificial intelligence tools to construct diversified portfolios.

David Poole is a financial advisor at Verity Investment Partners with 15 years of industry experience. He has previously worked at Charles Schwab Investment Management and Thomaspartners, Inc. Poole holds Series 63 and Series 65 licenses. Verity Investment Partners manages discretionary portfolios and provides ongoing financial planning and family office consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes dividend-paying equities alongside fundamental and technical analysis and serves clients with a team of 12 advisors across five offices.

Richard Feely is a financial advisor at Little House Capital, LLC with Series 65 credentials and one year of industry experience. He previously worked at Hillcrest Asset Management, LLC for seven years and was unemployed for four years prior to joining Little House Capital. Little House Capital, LLC is an SEC-registered advisory firm managing approximately $675.2 million for around 200 clients. The firm offers discretionary and non-discretionary portfolio management, wealth management, financial planning, and trustee services to individuals, trusts, institutions, and retirement plans, with an investment process that combines fundamental and technical analysis and includes ongoing oversight and formal annual reviews.

Paul Ma is a financial advisor at BG Investment Services, LLC with 12 years of industry experience. He holds the CFA® designation along with Series 66 and Series 63 licenses. Before joining BG Investment Services in 2026, he worked for Fidelity Investments for 11 years. BG Investment Services provides portfolio management and financial planning to a wide range of clients, including high-net-worth individuals, trusts, pension plans, corporations, and charitable entities. The firm employs a variety of analytical methods and investment strategies, offers ongoing portfolio monitoring, and uniquely integrates banking and trust services through its affiliation with BankGuam Holding Company, Inc.

Joshua Devereaux is a CFP® professional at Stage Harbor Financial with three years of industry experience. He previously worked at Merrill and UBS Financial Services and has held roles at Bridgewater State University and Western Michigan University. He serves as trustee and beneficiary of a family trust. Stage Harbor Financial provides wealth and investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. Its investment approach combines personalized asset allocation with a core/satellite philosophy integrating passive and active strategies, using a range of securities and independent managers.

Dante Coppola is a CFP® with six years of experience in the financial industry. He is currently with Napier Financial, where he has worked since 2022. His prior experience includes roles at The Leaders Group Inc, BKA Financial, NYLIFE Securities LLC, New York Life Insurance Co., Eddie Shammay, and AXA Advisors. 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 manages most client accounts on a discretionary basis, utilizing a range of investment vehicles and occasionally allocating to third-party sub-advisors.

Anne Gouthro is a CFP® professional with six years of industry experience, currently with Napier Financial in Braintree, MA. She has held positions at Fidelity Investments and Fidelity Brokerage Services LLC prior to joining Napier Financial. In addition to her advisory role, she spends a portion of her time engaged in insurance sales. Napier Financial serves individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management, financial planning, and trustee services. The firm employs a macro-economic, top-down asset allocation process and manages most accounts on a discretionary basis using a range of investment vehicles.

Joseph Arsenault is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Heritage Financial Services, LLC for 18 years before joining Great Oak Capital Partners, LLC, where he is part of a five-advisor team. Great Oak Capital Partners is a SEC-registered advisory firm serving individual and institutional retirement-plan clients with services that include wealth management, financial planning, portfolio management, and trust and estate advisory. The firm uses an evidence-based investment approach focusing on low-cost, diversified funds, regular rebalancing, and a long-term orientation while allowing tactical adjustments as needed.