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.

Alan Simpson is a CFA® charterholder with 31 years of industry experience. He has led Simpson Investment Counsel since 1995 and has been associated with Pension & Wealth Management Advisors since 2021. Simpson Investment Counsel provides investment management and financial advice primarily to individual clients with portfolios generally exceeding $1 million. The firm employs a top-down investment approach, managing accounts mainly on a discretionary basis and tailoring portfolios to client-specific guidelines.

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.

David Eliades is a financial advisor at Lincoln Management with 21 years of industry experience. He has been with Lincoln Management since 1965, contributing to the firm’s long-standing presence in Carlisle, MA. Lincoln Management advises individuals, trusts, charitable organizations, and business entities with a focus on continuous investment supervisory services rather than financial planning or wrap-fee programs. The firm employs a fundamental analysis and buy-and-hold investment approach, managing both discretionary and non-discretionary accounts tailored to client objectives such as current income or capital preservation.

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.

Mark Naylor is a financial advisor with Auour Investments LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He is also President and sole owner of Partner Capital, Inc., a consulting firm focused on real estate acquisition and direct ownership. Auour Investments provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, family offices, trusts, estates, and charitable organizations. The firm employs proprietary asset-allocation models and a multi-factor quantitative framework to guide strategic and tactical allocations, primarily using exchange-traded funds and other securities, and combines direct management with broad third-party distribution.

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.

Renato Mastrogiovanni is a financial advisor at Healthview Asset Management, Inc. with two years of industry experience. He holds the Series 65 designation and has worked at HealthView Services since 2012. Healthview Asset Management provides fee-based portfolio management for individuals and institutions, offering a range of discretionary and client-directed investment options. The firm integrates fundamental and technical analysis with actuarial projections to tailor strategies that address healthcare and retirement planning needs.

Dallas Coffman is a financial advisor with Whitman Financial Services, LLC, holding CFP® and ChFC® designations and over 45 years of industry experience. He has been with Whitman Financial Services since 2001 and also maintains a long-standing affiliation with LPL Financial since 1989. In addition to his advisory role, he provides tax preparation, consulting, and audit services, and serves as a trustee for scholarship funds in North Reading, Massachusetts. Whitman Financial Services, LLC offers financial planning and consulting to individuals, trusts, estates, and retirement account holders, focusing on a structured six-step planning process and fundamental investment research. The firm does not manage client assets directly but supports implementation through separate agreements with third-party custodians.

Justin Bruzzese is a financial advisor at New England Schooner, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, Baystate Financial, and Fidelity Investments. Outside of his advisory role, he also serves as a First Line Supervisor at New England Schooner. New England Schooner, Inc. provides portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is based on fundamental analysis with tailored asset-allocation strategies, integrating financial planning and pension consulting for approximately 320 client accounts.

Hi! I’m Brad. I’m originally from Massachusetts and after a short stint in Washington, D.C. and an extended stay in California, I’ve come full circle back to the Bay State. I’m a competitive sprint triathlete, avid boater, music enthusiast, financial planner, and entrepreneur. As a Founding Partner of Launch Financial Planning, I’m committed to deeply understanding clients’ goals, and I lead the process of researching, planning, and implementing to achieve them. I’m also a frequent guest speaker for Fortune 500 companies and often serve as a financial expert for Boston’s ABC affiliate WCVB-TV, and Mix 104-1's New England Lifestyles show. While growing up I was always interested in music and finance (which I recognize now is an interesting combination). I took the radio route to California for two decades, enjoying entertaining and educating listeners and providing an escape from daily life. After successful roles as a television host and on-air personality with ABC, NBC, and CBS Radio, in 2007 I began my transition to financial planning. With the vivid memory of my parents’ differing ideas around money and their limited knowledge about goal-based financial management, I wanted to understand the finance world better and become self-sufficient with my own finances. As television and radio continued to change and feel less fulfilling, I went back to school and completed the Personal Financial Planning curriculum at UCLA and passed the CFP® exam in 2010. Now, instead of helping people escape their lives, I partner to guide people in fully enjoying their lives – their way. My experience and approach enable me to easily connect and build authentic relationships with clients to collaboratively determine and facilitate their path to financial independence. I’m a Past President of the Financial Planning Association of New England and a member of the Television Academy. I enjoy spending quality time in, on, or near the water as much as possible.

Elaine Morgillo is a CFP® with 28 years of industry experience, currently serving at Flying Point Financial, Inc. since 2020. Prior to this, she led Morgillo Financial Management, Inc. for 22 years. Outside of her advisory role, she manages operations and serves as an executive board liaison for a condominium owners' association in York Beach, ME. Flying Point Financial is a privately owned registered investment adviser with three advisors managing approximately $206.7 million for about 191 clients. The firm provides financial planning and wealth management services using fundamental analysis and primarily discretionary management across various asset classes, including equities, fixed income, mutual funds, and ETFs.

Katherine Kiezulas is a financial advisor at Sechrest Financial Services with one year of industry experience. She holds a Series 65 credential and has a background that includes 12 years at Coatings2Go and over two decades associated with Sechrest & Bloom LLC and Sechrest Financial Services, LLC. Sechrest Financial Services provides fee-only wealth management and comprehensive financial planning to individuals, businesses, trusts, estates, and employer retirement plans. The firm emphasizes customized investment strategies primarily using no-load mutual funds and ETFs, operates largely on a non-discretionary basis, and is co-located with a CPA/accounting practice that offers tax and bookkeeping services integrated with financial planning.

Amy Mastromonaco is a financial advisor at Flying Point Financial, Inc. in North Andover, MA, with 23 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Flying Point Financial in 2020, she spent 22 years at Morgillo Financial Management, Inc. Flying Point Financial is a privately owned registered investment adviser with three advisors managing approximately $206.7 million for a diverse client base that includes individuals, high-net-worth households, retirement plans, trusts, estates, and corporations. The firm offers financial planning and wealth management services, designing tailored portfolios using fundamental analysis and managing assets primarily on a discretionary basis across equities, fixed income, mutual funds, and ETFs.

Kevin Nunes is a financial advisor with Rocky Hill Advisors Inc. in Peabody, MA, holding 23 years of industry experience. He has worked with Rocky Hill Advisors since 2002 and also consults with Navis Group, where he assists in drafting internal procedures and controls. Rocky Hill Advisors provides investment management and expert witness consulting to a range of clients including individuals, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and Native American tribes. The firm employs a customized tactical allocation approach with an emphasis on rebalancing and downside risk management, primarily managing client relationships on a non-discretionary basis.

Thomas Ouellette is the principal of Ouellette Wealth Advisory LLC in Lexington, MA, with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Triad Advisors, Inc., OSAIC, and Private Client Services. Outside of advisory services, he is involved in insurance sales as a producer and broker specializing in fixed life, disability, and long-term care insurance. Ouellette Wealth Advisory provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm focuses on long-term, fundamental analysis-based portfolio management using primarily low-cost mutual funds and ETFs, managing assets on a non-discretionary basis while working with clients to establish investment policies and asset allocations.

Scott Leabman is a financial advisor at Harbor Asset Planning, Inc. in Belmont, MA, holding a Series 65 credential with 18 years of industry experience. He has been with Harbor Asset Planning since 2007. Outside of advising, Mr. Leabman is involved in consulting and bookkeeping for corporations and sole proprietors. Harbor Asset Planning provides fee-only financial planning and discretionary investment management to individuals, retirement plans, trusts, and estates. The firm applies Modern Portfolio Theory and non-proprietary modeling software to develop diversified, low-cost portfolios tailored to clients’ risk tolerance and time horizon.

Gary Coon is a financial advisor at Finer Wealth Management, Inc. in Salem, MA, holding a Series 65 designation with 14 years of industry experience. He has been with Finer Wealth Management since 2011. Finer Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides financial planning, discretionary portfolio management, and integrated wealth management with a focus on tailored risk tolerance and liquidity needs.

Helen Jamieson is a CFA® charterholder with seven years of industry experience. She is currently with Radius Capital Advisors, where she has worked since 2026, following prior roles at Commons Capital, LLC, and Radius Capital Management. She also worked in education and spent time as a stay-at-home parent. Radius Capital Advisors provides investment management and financial planning services to individuals, trusts, retirement plans, and other entities. The firm focuses on diversified ETF portfolios, buffered/defined-outcome ETFs, and short-term U.S. Treasury securities, employing strategies that emphasize technical analysis, dynamic allocation, and risk management.