Andrew Mc Alarney is a financial advisor with First Due Financial LLC in Wareham, MA. He holds Series 63 and Series 66 licenses and has six years of industry experience. Outside of his advisory role, he serves as an on-call firefighter and paramedic and manages a vacation rental business through Yellow Rose Realty, LLC. First Due Financial LLC provides discretionary and non-discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm employs a range of investment strategies tailored to clients’ goals and risk tolerance and maintains a small client roster focused on higher-touch relationships.

Michael Pierre is the sole advisor at Pierre & Company LLC, an independent firm based in Marion, Massachusetts. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including seven years at Anchor Capital Advisors LLC prior to founding his current firm. Pierre & Company LLC provides separately managed portfolio services primarily to individual clients, with a subset of institutional accounts. The firm employs a long-only, low-turnover investment approach that combines broad index exposure with fundamental stock selection across all market capitalizations, and it also offers treasury-management advisory services.

James Shannon is a CFA® charterholder with 11 years of industry experience. He is the sole advisor at Shannon Investment Management, an independent firm based in Falmouth, MA. Prior to founding his firm, he has been affiliated with SoFi Securities LLC and Social Finance, Inc. since 2012. Shannon Investment Management provides fee-only, discretionary investment management and ongoing investment guidance to individuals, families, trusts, businesses, and nonprofit entities. The firm primarily utilizes passively managed exchange-traded funds, applying principles from modern portfolio theory and market-efficiency research to build diversified portfolios with strategic and tactical asset allocation.

Robert Sullivan is a financial advisor at Yankee Investor, LLC in New Bedford, MA, holding Series 63 and Series 65 designations with 20 years of industry experience. He previously worked at Ballow & Hutchinson Realty Group from 2015 to 2017 before joining Yankee Investor in 2017. Yankee Investor serves individuals, high-net-worth individuals, trusts, and estates primarily in Massachusetts, offering discretionary investment management alongside financial planning and consulting. The firm employs a long-term, fundamental analysis approach using low-cost mutual funds and ETFs, with personalized portfolio strategies and ongoing client communication.

Victor Kester, Jr. is an advisor with Essex Private Wealth Management LLC and holds Series 63 and Series 66 designations. He has three years of industry experience, with prior roles at firms including Deloitte and Mass Mutual Investors Services. Outside of financial services, he is also active in real estate sales as a licensed salesperson with Keller Williams. Essex Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, managing approximately $330.5 million across 216 clients. The firm employs a combination of fundamental and technical analysis to construct portfolios primarily with mutual funds and ETFs, offering discretionary and non-discretionary investment management along with comprehensive wealth and retirement-plan advisory services.

Jeffrey Cutter is a financial advisor with Cutter Financial Group LLC in Falmouth, MA, holding the PFS™ and Series 66 designations and having 19 years of industry experience. He has worked at Cutter Financial Group since 2006 and Precision Capital Management since 2015. Outside of advisory roles, he is involved in insurance and financial product sales through independent contracting arrangements. Cutter Financial Group provides investment advisory and planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a risk-first investment approach focused on retirement income needs and offers portfolio management primarily through mutual funds, with additional services including income, legacy, risk management, and advanced tax planning.

Ethan Kapsambelis is a financial advisor at Cutter Financial Group LLC with five years of industry experience. He holds a Series 66 designation and has worked at Cutter Financial Group since 2022 and Wood Wealth Group since 2021. Outside of finance, he is involved in a custom cabinetry business where he manages project development and implements efficiency tools. Cutter Financial Group provides investment and retirement planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes a risk-first approach focused on retirement income needs and employs model mutual-fund portfolios along with third-party asset management programs.

Christopher Resendes is a financial advisor at Clarity Retirement & Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Prior to his financial services career, he was employed by the Massachusetts Trial Court for 18 years. Clarity Retirement & Wealth, LLC provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities without imposing a firmwide asset minimum. The firm uses tailored asset allocation combining proprietary and third-party model portfolios, delegating trading and research to sub-advisers while maintaining supervision and client servicing.

Casey Fitchett is a CFP® and Series 65-licensed financial advisor at Pine Haven Investment Counsel, Inc. with three years of industry experience. Prior to joining Pine Haven in 2022, Casey held positions at Cornell SC Johnson College of Business and several other firms. Pine Haven Investment Counsel, Inc. provides discretionary investment management and integrated financial planning services primarily to high-net-worth individuals, families, charitable institutions, and small-business retirement plans. The firm uses a long-term, total-return investment approach and manages approximately $193 million for about 84 client relationships through a small, two-advisor team.

Jennifer Farrington is a Series 65-licensed advisor with Cutter Financial Group LLC, where she has worked since 2018. She has seven years of industry experience and also serves as the Associate Director of Regulatory Affairs for Associates of Cape Cod, Inc., a consulting role she has held since 2005. Cutter Financial Group provides investment advisory and planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a risk-first investment approach focused on retirement income needs and offers services including income planning, legacy planning, risk management, and portfolio management.

Andrew Sylvia is a financial advisor with CCM Investment Management, LLC in New Bedford, MA. He holds a Series 66 designation and has 10 years of industry experience. In addition to his advisory role, he works as an EMT providing urgent medical care and serves as a maintenance worker and campus security officer at local educational institutions. CCM Investment Management, LLC provides portfolio management and financial planning services to individuals, high-net-worth individuals, and business entities, managing approximately $20.5 million in client assets. The firm employs a primarily passive investment approach with strategic asset allocation based on academic models, supplemented by third-party model managers and quantitatively based tactical active management.

Paige Roth is a CFA® charterholder and holds a Series 65 license with 24 years of industry experience. She has been with Pine Haven Investment Counsel, Inc. since 1999. Roth serves on the investment committees of multiple nonprofit organizations, including the Anna B Stearns Foundation and Red Acre Farm Foundation, and holds leadership roles in local community and election committees. Pine Haven Investment Counsel provides discretionary investment management and integrated financial planning primarily to high-net-worth individuals, families, charitable institutions, and small-business retirement plans. The firm employs a long-term, total-return approach, building diversified portfolios through fundamental analysis and discretionary authority.

John Williams III is a CFP® with 15 years of industry experience. He is a managing member and chief compliance officer at Clarity Retirement & Wealth, LLC and has held roles at firms including Purshe Kaplan Sterling Investments and Mass Mutual. Outside of finance, he is involved in buying and selling comic books online as a collector. Clarity Retirement & Wealth, LLC provides discretionary portfolio management and financial planning to a range of clients, including individuals, trusts, and charitable organizations, without a firmwide asset minimum. The firm uses a combination of proprietary and third-party model portfolios and delegates trading and execution to sub-advisers while maintaining supervision and client servicing.

Chad Mello is a CFA® charterholder with 17 years of industry experience. He is a principal at CCM Investment Management, LLC and has worked at Integrated Insurance Services, Inc. since 2019 and at SII Investments, Inc. from 2008 to 2018. Mello is also the owner of an insurance brokerage that receives trail commissions from prior sales but does not engage in new policy sales. CCM Investment Management, LLC provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs strategic asset allocation with a focus on passive ETFs, third-party model portfolios, and quantitative tactical management within a broad investable universe that includes fixed income, real estate funds, annuities, and non-U.S. securities.

Robert Bancroft is a financial advisor at Innovation Partners LLC with six years of industry experience. He holds the Series 66 designation and has worked at Innovation Partners since 2019. Bancroft is also a stockholder and director at Mount Pleasant Realty Group, a non-investment related business. Innovation Partners LLC provides investment advisory, actuarial and benefits consulting, insurance consulting, and related financial and management consulting services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and government entities. The firm offers customized investment strategies through discretionary managed accounts and third-party model portfolios, supported by a large representative base and a combination of advisory, broker-dealer, and insurance services.

Stefano Lanci is a financial advisor at Guided Wealth, LLC, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Eagle Strategies (NY Life) and NYLIFE Securities LLC. Guided Wealth, LLC provides wealth management and discretionary investment management to individuals, high-net-worth clients, trusts, estates, and businesses, using a primarily long-term, goal-aligned investment approach with portfolios built from low-cost mutual funds, ETFs, and occasionally individual securities or alternative investments.

Blake Barbosa is a financial advisor at Guided Wealth, LLC with 12 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Guided Wealth in 2026, he spent over a decade with Eagle Strategies (NY Life) and NYLIFE Securities LLC. He is also the owner of an insurance agency, Guided Risk Solutions, LLC. Guided Wealth provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term, goal-aligned investment approach using fundamental analysis and builds portfolios with low-cost mutual funds, ETFs, and other securities tailored to each client’s objectives.

Kimberly Swift is a financial advisor at Baldwin Wealth Partners, LLC, holding Series 63 and Series 65 licenses. She joined Baldwin Wealth Partners in 2025 after nine years at Mercer. She has one year of industry experience. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, estates, charitable organizations, and institutional plans. The firm employs a combined top-down and bottom-up investment approach, manages concentrated in-house equity strategies, and incorporates ESG factors in its portfolio construction and manager selection.

Elizabeth Garvey is a CFP® and holds a Series 65 license, with 20 years of experience in the financial advisory industry. She has been with Barry Investment Advisors, LLC since 2014. Barry Investment Advisors manages approximately $712.6 million for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts, providing wealth management, comprehensive financial planning, and portfolio management services. The firm employs a Balanced Global Value investment approach that integrates equities, fixed income, and cash, using value-oriented equity selection based on extensive global data and traditional metrics, with asset allocation tailored to client risk profiles.

Lynne Nahigyan is a CFP® affiliated with Northstar Financial Companies, Inc., with 29 years of industry experience. She previously worked for 27 years at Seamark Financial Services, Inc. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and both discretionary and non-discretionary investment management. The firm employs a goals-based, fundamental investment approach utilizing mutual funds, ETFs, individual equities, and fixed income to align with client objectives and risk tolerances.