Jeremy Bogle is the principal of Bogle Wealth Management, LLC, an independent firm based in Yarmouth Port, MA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, operating his own advisory practice since 2010. Bogle Wealth Management provides investment management and advisory services primarily to high-net-worth individuals, families, trusts, and estates, focusing on customized portfolios using ETFs, individual stocks, and bonds. The firm manages approximately $20.5 million on a non-discretionary, fee-only basis and integrates tax and accounting services through an affiliated Enrolled Agent.

Justin Hudock is a financial advisor at Starboard Wealth Management, LLC, an independent firm based in Marstons Mills, MA. He holds a Series 65 designation and has nine years of industry experience, including three years at Bridge Creek Capital Management LLC before joining Starboard Wealth Management in 2020. Starboard Wealth Management provides ongoing portfolio management for individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a variety of analytical methods and offers both long-term and active trading strategies, including derivatives, options, short sales, and margin transactions, tailoring allocations to client goals and risk tolerance.

Gregory Fenton is a CFP® professional with 21 years of industry experience, currently serving at Cambridge Cape Cod Advisors, LLC since 1997. He holds a Series 63 license and is based in Sandwich, Massachusetts. Cambridge Cape Cod Advisors serves retired and upper-income individuals and families, providing holistic financial planning and investment advisory services through a fee-only model. The firm focuses on comprehensive planning, including retirement, estate, and tax planning, and is notable for managing a large amount of non-discretionary assets while offering tailored investment policy statements and periodic portfolio reviews.

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.

Peter Kadra is the sole advisor at Trilogy Advisors, an independent firm based in Plymouth, MA. He holds Series 63 and Series 65 designations and has seven years of industry experience. Prior to founding Trilogy Advisors in 2022, he worked at Dixon Associates, Inc. and has been Vice President at Fiserv Solutions, Inc. since 2001. Trilogy Advisors provides investment advisory services to individual clients, including high-net-worth individuals, and retirement plans. The firm focuses on customized portfolio construction using low-cost mutual funds and ETFs, with an emphasis on fundamental analysis and a primarily non-discretionary management approach. It is notable for its retirement plan consulting services, including vendor analysis, participant education, and ERISA 3(21) investment oversight.

John Tympanick is a financial advisor at Global Vision Financial Services with 27 years of industry experience. He holds a Series 65 designation and has worked at his current firm since 2019. Prior to this, he spent 12 years at Hospitality Mutual Insurance Company and has been a principal at JWT Investment & Tax Consultants for 28 years. Tympanick serves as a hearing officer for the Massachusetts Board of Bar Overseers and is a member of the investment committee for the Massachusetts Medical Malpractice Reinsurance Plan. Global Vision Financial Services serves individuals, pension and profit-sharing plans, trusts, estates, and business entities by providing investment management, financial planning, accounting, tax preparation, bookkeeping, and business consulting services. The firm applies a modern portfolio theory-based investment approach using low-cost ETFs and integrates licensed accounting and tax services to support business owners and plan sponsors.

John Williams is a CFP®-certified financial advisor with over 21 years of industry experience. He has been with Burr & Company, LLC since 2006. The firm serves individual and trust clients by providing investment management and integrated financial planning, using a long-term, buy-and-hold investment approach focused on dividend-oriented equities and tailored fixed-income allocations. Burr & Company generally operates on a non-discretionary basis, requiring client approval prior to trade execution.

Harold Tincher is a financial advisor with Wharton Financial Group, holding a Series 63 designation and over 32 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and Cambridge Investment Research, Inc. since 2010, while maintaining a long tenure at Wharton Financial Group since 1995. Outside of advisory work, he is also an independent insurance agent and a licensed notary. Wharton Financial Group provides estate-planning and advisory services to retired or soon-to-be-retired individuals, corporations, and pension plan sponsors. The firm focuses on estate plan design and client relationships with third-party investment managers, offering asset-allocation guidance, client education, and periodic account reviews rather than discretionary portfolio management.

Laurence Pike is a CFA® charterholder with 11 years of industry experience and has served as the sole advisor at Client Priority Financial Advisors LLC since 2014. He holds the Series 63 license and operates his practice from Plymouth, MA. Client Priority Financial Advisors LLC provides financial planning and investment advice to individuals, families, and nonprofit/charitable organizations. The firm employs a low-cost, buy-and-hold investment approach focused on index funds and ETFs, complemented by comprehensive financial planning tailored to clients’ goals and risk tolerance.

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.

Alfred Cavacco is a financial advisor with New England Financial Group in Plymouth, MA, holding a Series 63 designation and bringing 32 years of industry experience. He has been associated with New England Financial Group since 1992 and also maintains ongoing roles with Delta Equity Services Corporation and Provident Mutual Life Insurance Company. New England Financial Group provides investment advisory services primarily to individual and high-net-worth clients through tailored portfolio management focused on long-term trading and cyclical analysis. The firm offers seasonal tax return preparation for clients and does not participate in wrap fee programs or accept outside compensation for investment product sales.

Timothy Walt is the sole advisor at CVW Financial, LLC, an independent advisory firm based in Plymouth, MA. He holds a Series 65 designation and has four years of industry experience. Prior to becoming a financial advisor, he worked for 11 years in Plymouth Public Schools and has completed CFP coursework. CVW Financial primarily serves individual clients and advises some pension or profit-sharing plans, offering fee-based financial planning and portfolio management. The firm emphasizes ongoing, relationship-driven planning and may incorporate borrowing strategies in portfolio management.

Katherine Horgan is a financial advisor with Heritage Wealth Management in Osterville, MA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Heritage Wealth Management since 2011 and previously worked at Coastal Equities, Inc. and Coastal Investment Advisors, Inc. Heritage Wealth Management provides personalized investment management and consulting services to individuals, including high net worth clients, and charitable organizations, as well as retirement plan consulting for small businesses. The firm employs proprietary asset-allocation strategies and manages accounts primarily on a discretionary basis.

Humam Sirhal is a financial advisor with Washington Financial Group, Inc. in Osterville, MA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 24 years and has been involved with Washington Development Group, Inc. since 1991, where he provides civil engineering and construction management services. Sirhal also has experience in insurance sales. Washington Financial Group serves individual clients, high-net-worth individuals, and trust accounts by offering portfolio management, financial and estate planning, and access to managed portfolios. The firm employs a dynamic asset allocation approach based on risk tolerance analysis and uses mutual funds and third-party managers vetted through platforms like Envestnet and Schwab Institutional.

John Zaro is a financial advisor at Granite Wealth Management LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at International Assets Investment Advisory, International Assets Advisory, LLC, Robert Half International, and served twelve years in the United States Marine Corps. Granite Wealth Management is a small, state-registered advisory firm that serves individual clients and small businesses with discretionary portfolio management, financial planning, and consulting services. The firm combines individual account management with third-party model strategies and tailors portfolios to clients’ goals and risk tolerances.

Sean Condon is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Condon Wealth Management, Inc. in Plymouth, MA. He has worked at Purshe Kaplan Sterling Investments since 2009 and has been with Condon Wealth Management since 2008. Condon Wealth Management provides advisory services to individuals, trusts, and corporations, offering both discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm develops client-specific Investment Policy Statements, implements asset allocation using proprietary and third-party strategies, and conducts regular account and manager reviews.

Michael Green is a financial advisor with TGA Capital Management in Plymouth, MA, holding a Series 63 designation and 31 years of industry experience. He has been associated with The Green Agency since 1987 and Michael D Green Insurance Associates since 1982. TGA Capital Management provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on strategic asset allocation with a fixed-income and dividend-driven core, supplemented by equities and ETFs, and offers coordinated tax, estate, and insurance planning through affiliated entities.

Bruce Zaro is a financial advisor with Granite Wealth Management LLC in Plymouth, MA, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. His prior roles include positions at International Assets Investment Management, International Assets Advisory, Bolton Global Asset Management, and Bolton Global Capital. In addition to his advisory work, he is a licensed independent insurance agent. Granite Wealth Management is a small, state-registered advisory firm serving individual clients and small businesses with discretionary portfolio management, financial planning, and consulting services. The firm customizes portfolios using a combination of individual account management and third-party model strategies, with no required minimum account size and monthly client reporting.

Thomas Condon is a financial advisor with Condon Wealth Management, Inc. in Plymouth, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Condon Wealth Management since 2008 and at Condon & Lapsley, LLC since 2013, where he also offers tax preparation and accounting services. Thomas is involved in financial planning and insurance sales alongside his advisory role. Condon Wealth Management serves individual investors, trusts, and small businesses, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of strategies including asset allocation and both fundamental and technical analysis, often placing clients into third-party managers and turnkey asset management programs.

William Reik is a financial advisor at Wealthion with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Greylock Peak Investments, SCP Real Assets, Compass Securities Corporation, Bristol Gold Group, and Sprott Asset Management. Wealthion provides discretionary portfolio management and referral services to individuals, high net worth clients, family offices, and institutions. The firm focuses on strategies involving real assets such as real estate, commodities, and natural resources, and offers both discretionary and non-discretionary account management while maintaining various broker-dealer affiliations and a referral-based business model.