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.

John Tympanick is a Series 65-licensed financial advisor with 27 years of industry experience. He is the principal of Global Vision Financial Services, an independent firm he has led since 2019. Prior to this, he worked for Hospitality Mutual Insurance Company for 12 years and has been involved with JWT Investment & Tax Consultants for over 28 years. He 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 provides investment management and financial planning based on modern portfolio theory, alongside accounting, tax, and business consulting services. The firm serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, implementing diversified portfolios with low-cost ETFs, tax-loss harvesting, and regular portfolio monitoring.

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.

Christopher Nichols is the principal advisor at Nichols Investment Advisory Services with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his independent advisory firm since 1993. Nichols Investment Advisory Services serves professionals, retirees, business owners, trusts, pension plans, and small businesses by providing portfolio management, retirement and pension planning, and assistance with estate planning and trusts. The firm employs modern portfolio theory to construct diversified portfolios tailored to clients' time horizons and risk tolerance, incorporates tactical asset shifts based on economic conditions, and offers pension consulting and plan implementation services for small employers.

Michael Pierre is the sole advisor at Pierre & Company LLC, an independent firm based in Marion, MA. He holds Series 63 and Series 65 credentials and has nine years of industry experience, including seven years with Anchor Capital Advisors LLC prior to founding his current firm. In addition to managing client portfolios, he has made personal and partnership investments in early-stage private companies. Pierre & Company provides separately managed portfolio services primarily to individual clients, while also managing institutional assets. The firm employs a long-only, low-cost approach combining index funds with selected individual securities and fundamental research, and it offers treasury management advisory services focused on short-term fixed-income instruments.

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.

Katherine Horgan is a financial advisor at Heritage Wealth Management with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Coastal Investment Advisors, Inc. and Coastal Equities, Inc. prior to her current role. She has been with Heritage Wealth Management since 2011. Heritage Wealth Management serves individual clients, including high-net-worth individuals, and charitable organizations, providing discretionary portfolio management, financial consulting, and retirement plan consulting for small businesses. The firm employs proprietary asset-allocation strategies and emphasizes individual security selection with attention to liquidity, concentration, and tax implications.

Susan Roman is a CFP® with 12 years of industry experience, currently serving as an advisor at Roman Retirement Planning, LLC since 2018. Her prior roles include positions at Strategic Planning Group, Inc., Cutter Financial Group, LLC, and Precision Capital Management. She is also a licensed attorney who does not practice law and is licensed to produce life insurance products. Roman Retirement Planning serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing portfolio management, financial planning, and pension consulting. The firm employs a mix of long-term trading and various analysis methods to tailor portfolios and utilizes third-party managers and automated advisory platforms for investment management.

Humam Sirhal is a financial advisor with Washington Financial Group, Inc. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. Prior to joining Washington Financial Group in 2021, he worked at Cadaret, Grant & Co., Inc. for 24 years. Outside of advising, he is involved in civil engineering and insurance sales. Washington Financial Group serves individual clients and trust accounts, offering discretionary portfolio management, financial and estate planning, and insurance products. The firm employs a dynamic asset-allocation approach and uses detailed manager performance metrics in its investment process.

Thomas Ryder is a financial advisor with TGA Capital Management in Hyannis, MA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been associated with The Green Agency since 2008 and operates Thomas F. Ryder & Associates Inc, which he founded in 1975. Ryder is also licensed as an insurance agent. 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 employs a strategic asset allocation approach with a fixed-income and dividend-driven core supplemented by equities and ETFs, coordinating broader planning through affiliated insurance and actuarial providers.

Carie Carney is a financial advisor with Lenk Ladner Investment Solutions LLC, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. She has been with the firm since 2010. Lenk Ladner Investment Solutions provides fee-based portfolio management and investment consultation to individuals, high net worth clients, IRAs, trusts, estates, and charitable organizations. The firm employs a conservative, long-term investment approach focused on growth-at-a-reasonable-price opportunities and tax efficiency, managing over $300 million in assets with a three-advisor team.

Maureen Brosnan is a financial advisor at Roman Retirement Planning, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Successful Wealth Strategies and Accenture. Outside of her advisory role, she provides money coaching services through Brosnan Wealth Management. Roman Retirement Planning serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, comprehensive financial planning, and pension consulting. The firm employs a mix of investment analysis methods and uses third-party managers to tailor portfolios to clients’ goals and risk tolerances.

Laura Sirhal is a financial advisor with Washington Financial Group, Inc., holding a Series 65 designation and three years of industry experience. She has worked at Washington Financial Group since 2020 and is also involved with Kranz Consulting, providing fund accounting and administration services for venture capital clients. Washington Financial Group serves individual and trust clients with discretionary portfolio management, financial and estate planning, and insurance products, employing a dynamic asset-allocation approach that incorporates detailed manager performance analysis and third-party due diligence.

Kimberly Swift is a financial advisor at Baldwin Wealth Partners, LLC with credentials including Series 63 and Series 65 licenses. She has over nine years of experience, previously working at Mercer from 2016 to 2025. Baldwin Wealth Partners provides financial planning and investment management to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm manages approximately $2.33 billion in assets and employs a combination of top-down macro analysis and bottom-up fundamental research, alongside a manager-of-managers approach and active involvement in private pooled investment vehicles.

Katherine Kuntz is a CFA® charterholder with Baldwin Wealth Partners, LLC in Louisville, KY. She is part of a team of 13 advisors serving a diverse client base. Baldwin Wealth Partners provides financial planning and investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, and corporations. The firm combines a top-down macro perspective with bottom-up fundamental research and manages both in-house equity strategies and private pooled investment vehicles.

Thiago Reis is a financial advisor at Blue Jean Financial LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Investment Management Inc. and Thrivent Financial. Outside of his advisory role, Reis serves as Senior Pastor at the Church of the Redeemer, where he prepares and delivers sermons and leads bible study groups. Blue Jean Financial LLC provides discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm’s team of seven manages approximately $95 million across diverse client relationships, employing a customized, long-term investment approach that incorporates both fundamental and technical analysis.