Leslie Kernan III

Peter Ferriero is the founder and president of Rocky Hill Advisors Inc., where he has worked since 2002. He holds Series 63 and Series 66 designations and has 23 years of industry experience. Outside of his advisory role, Ferriero is involved in youth hockey through founding and leading Top Gun Youth Hockey, Top Gun Arena Management, and the New England Fall Prep Hockey League. Rocky Hill Advisors provides investment management and expert witness consulting to individuals, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and Native American tribes. The firm employs a customized tactical allocation strategy with a focus on rebalancing and downside risk management, operating primarily on a non-discretionary basis.

Charlise Whiteside is a CFP® and holds a Series 66 license with 14 years of industry experience. She has been the principal advisor at Stonehaven Private Wealth Management LLC since 2013 and has operated as a sole proprietor since 2012. Whiteside is also a licensed insurance agent, dedicating a small portion of her time to this activity. Stonehaven Private Wealth Management serves high-net-worth individuals, families, trusts, charitable organizations, and institutional clients. The firm offers investment management, multi-generational wealth planning, financial planning, and business consulting, utilizing a goal-driven investment approach that combines strategic asset allocation with tactical overlays and both active and passive instruments.

Joshua Cahill is a financial advisor at Family Partners Capital, LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Portolan Capital Management for 15 years. Cahill has been with Family Partners Capital since 2019. Family Partners Capital provides discretionary portfolio management primarily to high-net-worth individuals, endowments, and foundations. The firm employs a concentrated equity approach combined with active use of options and trading strategies, conducting monthly portfolio reviews under discretionary authority.

Mark Butterworth is a CFP® with 32 years of industry experience, currently serving as the sole advisor at Butterworth Financial LLC in Danvers, MA. Prior to founding Butterworth Financial in 2023, he spent 21 years at LPL Financial, LLC (formerly LINSCO/PRIVATE LEDGER CORP.). Butterworth Financial LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a model-based asset allocation approach supplemented by fundamental and technical analysis, and offers asset management through two platform options, including a wrap-fee program.

Robert Sherr is a financial advisor with Commonwealth Financial Network based in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has operated Sherr Financial Associates since 1994 and has been affiliated with Commonwealth Equity Services, Inc. since 1992. Outside his advisory work, he co-owns Trident Benefit Solutions, LLC, a firm involved in employee group benefits consulting. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Kathleen Cote is a CFP® professional with 14 years of experience in financial planning and wealth management. She currently serves as the sole advisor at Red Clover Wealth Management, LLC, a firm she re-established in 2025 following previous roles at related entities dating back to 2012. Red Clover Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and small businesses. The firm manages approximately $30.1 million in client assets across about 65 client relationships, offering customized portfolios and integrated planning without broker-dealer affiliations or soft-dollar arrangements.