Mark Schiffenhaus

George Frost is a CFA charterholder and principal of Frost Investment Partners, LLC, an independent firm based in Provincetown, MA. He has three years of industry experience and returned to advisory practice after a 25-year retirement. Frost Investment Partners provides discretionary and non-discretionary asset management and comprehensive financial planning services to individual and high-net-worth clients. The firm offers tailored investment programs using fundamental analysis and a range of strategies, including trading, fixed income, ETFs, and option writing, with a selective client base and concentrated assets per account.

Thomas McIntyre is a CFA® charterholder with 31 years of industry experience. He is a principal at McIntyre, Freedman & Flynn Investment Advisers, Inc. and has been with Dessauer & McIntyre Asset Management, Inc. since 1989. McIntyre, Freedman & Flynn provides discretionary portfolio management and oversight to individuals, pension plans, corporations, trusts, and estates, managing approximately $148.3 million for about 69 clients. The firm employs fundamentally driven equity strategies focused on long-term growth and dividend income, offering concentrated, equity-focused portfolios with individualized account services.

Herbert Montgomery is a CFP® with 19 years of industry experience and has been with The Montgomery Financial Group, Inc. since 2006. He holds a Series 63 license and is a 50% owner of Fitz-Mont Environmental Solutions, Inc., a company that provides environmentally sound electricity, water, waste, and lighting solutions. The Montgomery Financial Group serves individual and high-net-worth clients as well as small business owners, offering discretionary investment management, financial planning, and a range of non-investment advisory services such as tax preparation and bookkeeping. The firm employs a Modern Portfolio Theory framework focusing on cost-efficient index funds and ETFs, with a significant portion of its efforts dedicated to non-investment services for individuals and small businesses.

Jonathan Ambrose is a financial advisor at The Montgomery Financial Group, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked for the Monomoy Regional School District for five years. The Montgomery Financial Group serves individual and high-net-worth clients as well as small business owners, offering discretionary investment management, financial planning, and various non-investment advisory services such as tax preparation and bookkeeping. The firm uses a Modern Portfolio Theory approach with cost-efficient index funds and ETFs, emphasizing long-term management and regular account reviews.

Douglas Sivco is a financial advisor at McIntyre, Freedman & Flynn Investment Advisers, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with the firm since 2002. McIntyre, Freedman & Flynn provides discretionary portfolio management and oversight to individuals, pension and profit-sharing plans, corporations, trusts, and estates, managing approximately $148.3 million for about 69 clients. The firm focuses on fundamentally driven equity strategies, offering concentrated, equity-focused portfolios tailored to long-term appreciation or income, with an emphasis on direct client service.

Susan Lemieux is a financial advisor with B. Riley Wealth Advisors, Inc. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to her current roles at B. Riley Wealth Advisors and B. Riley Wealth Management, she worked at National Securities Corporation for eight years. Outside of her advisory work, she volunteers as a financial empowerment volunteer at a women’s resource center. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs, financial planning, and retirement solutions.