Skip to main content

  • Home
  • What We Do
    • Financial Planning
    • Wealth Management
    • Family Office
    • Ascend Millennial Program
    • Antaeus Retirement Services
    • Socially Responsible Investing
  • For Advisors
  • About Us
    • Why Antaeus Wealth Advisors
    • Our Story
    • Career Opportunity
  • Videos
  • Contact
  • Client Login
    • CIRstatements
    • Wealth Station
    • Wealthscape

 

 

    You are here

  1. Home
  2. Our Team

Our Team

Allison Conlon, CFP®

Senior Relationship Manager

978-264-9999 Ext 207
aconlon@antaeuswealth.com

Allison Conlon has been with Antaeus Wealth Advisors since 2011. Allison graduated cum laude from Bentley University in 2007 with a B.S. in Finance and a minor in Law. She holds FINRA Series 7 and 66 licenses as well as applicable state insurance licenses.

Allison understands that her clients may not have the time, desire, or expertise to properly plan and manage certain financial aspects of their lives and finds great joy in helping her clients to succeed in obtaining their future goals. In addition to advising her own clients, Allison also provides relationship management support to advisors A.J. Sohn, Justin Littlefield, and Shaun Sullivan.

When not in the office, Allison enjoys spending her free time with her family exploring the New Hampshire Lakes and Seacoast Regions. Allison lives in Southern New Hampshire with her husband Tom and their twin daughters Ryleigh and Kinley.

Sherry Cutler

Partner, Director of Operations

978-264-9999 Ext 208
scutler@antaeuswealth.com

Sherry Cutler has been with Antaeus Wealth Advisors since 2011 and has been instrumental in developing the company into a successful financial services firm. Sherry oversees internal day-to-day operations and serves as a liaison between clients and advisors. She believes that a positive client relationship is the heart of Antaeus Wealth Advisors and that every client’s situation is unique.

Outside of the office Sherry’s hobbies include hiking, exercising, outdoor activities, live music and camping. She enjoys spending time with her partner, Todd, their three children and their dog, Bruce. Sherry is currently working towards a business degree with a concentration in business management and is an active board member of the Nathaniel Thayer Field Foundation.

Photo of team member

Nikki Dube

Relationship Manager

978-264-9999 Ext 210
ndube@antaeuswealth.com

Nikki Dube has been with Antaeus Wealth Advisors since 2012. She has been involved in the financial field since 2001.  She worked at PFPC Financial from 2001 to 2008 in management company support, and served as a financial assistant at a local retirement planning firm from 2008 to 2012. 

Nikki provides relationship management support to advisors Evan Welch, Mark Pelletier, and Will Elwell. She believes the client / advisor relationship is strengthened by ensuring information, support and answers are readily available or provided in a timely manner. She advocates for the firm’s clients by communicating between the clients, financial companies and their respective advisors.

Nikki holds a degree in Architectural Engineering from Wentworth Institute of Technology in Boston. She lives in Templeton, MA with her husband, Bill, their four children, Anne, Ethan, Cam & Ella, and their dogs, Derringer and Flintlock.  Outside of the office she enjoys camping, traveling, jogging and chaotic weekends with her family.

William M. Elwell, CFP®, AIF®

Financial Advisor

978-264-9999 Ext 211
welwell@antaeuswealth.com

Will Elwell has been with Antaeus Wealth Advisors since 2013. He is committed to establishing meaningful relationships with his clients to help them implement comprehensive, objective financial planning strategies. Will firmly believes that individuals who know where they stand have a substantially increased likelihood of achieving their goals. 

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Accredited Investment Fiduciary (AIF®), Will has a moral, ethical and legal obligation to put client interest before that of his own. Clients rely on Will to guide them through a complex financial landscape while staying disciplined in volatile markets. He focuses on assisting emerging wealth couples and members of the medical community to clarify and accomplish their lifelong goals.  By staying abreast of rapidly changing markets, tax legislation and political environments, Will helps his clients efficiently manage their wealth. 

Will holds a B.S. from the University of Vermont majoring in finance with a concentration in English. In his free time Will enjoys tennis, baseball, and spending time on the North Shore with his wife Brooke.

Click here to view the Ascend Millennial Program

Photo of team member

Mark Hideriotis

Financial Advisor

978-264-9999 Ext. 216
mhideriotis@antaeuswealth.com

Mark Hideriotis joined Antaeus Wealth Advisors in 2018.  He brings multiple decades’ worth of professional experience in both the Financial Services and Consulting industries to best serve as a trusted advisor for his clients.  In addition, Mark has been a client of the firm for nearly 20 years; thus, he possesses a unique level of empathy that he utilizes in all of his client interactions.  

Mark is committed to building lasting, personal relationships centered on trust in order to provide customized, strategic direction to help his clients achieve their goals.  Understanding that many clients don’t have the time, expertise or interest to develop comprehensive plans as they lead their busy lives; Mark provides brilliant client service by simplifying the complex financial landscape while keeping clients focused on their desired path towards financial independence. 

Mark graduated from Babson College with a B.S. in Management Information Systems, and a concentration in Japanese.  When not servicing his clients, Mark’s passions include making memories with his family, Martial Arts, coaching his daughters’ soccer teams, skiing, as well as following the Boston sports teams.  Mark resides in Southern New Hampshire with his wife and three daughters.

 

Justin C. Littlefield, CFP®, CPWA®, AIF®

Private Wealth Advisor – V.P.

978-264-9999 Ext 209
jlittlefield@antaeuswealth.com

Justin Littlefield has been with Antaeus Wealth Advisors since 2012. He believes in building lasting, personal relationships with his clients, encouraging them to stay committed to their strategic plan. As a trusted advisor, Justin puts his clients’ interests first as he continually monitors their progress and explains it in a way that is easy to understand.

Justin’s specialty niche is advising young professionals, mid-career executives and professional sports executives. He particularly enjoys guiding many of his clients through their peak earning years, advising them on making efficient decisions with their finances. Justin also appreciates working with clients in the financial industry and helping to guide their trajectory towards financial independence.

Justin’s hobbies include live music, cooking, baseball, travel and wine. A graduate of Dartmouth College with a B.A. in Economics, Justin resides in Acton with his wife, Emily, and twin boys, Benjamin and Samuel.

Photo of team member

Michael Mallon, MBA

Financial Advisor

978-264-9999 Ext. 212
mmallon@antaeuswealth.com

Michael Mallon has been with Antaeus Wealth Advisors since 2015.  In 2008, Michael graduated cum laude from the Isenberg School of Management at the University of Massachusetts in Amherst with a B.S. in Finance, concentration in investments.  He went on to obtain his Master’s in Business Administration, graduating in 2012.

Michael is dedicated to utilizing both his education and extensive tax preparation background to provide clients with a comprehensive solution to their financial lives. Michael hopes to offer his expertise to provide others with a strong foundation and help guide them to achieving their financial goals.  

Away from business, Michael lives in Stoneham, MA with his wife Julie.  He is an avid mountain biker and runner who enjoys exploring the many wooded trails that the Greater Boston area has to offer.

Mark E. Pelletier, AIF®

Senior Financial Advisor

978-264-9999 Ext 204
mpelletier@antaeuswealth.com

Mark Pelletier has been with Antaeus Wealth Advisors since 2011 and has over fifteen years of experience as a financial advisor. Mark’s niche is advising professors, teachers and administrators in higher education at the numerous universities and school districts in the area.

He helps his clients understand important financial concepts and the positive impact that proper planning can have on achieving long-term financial success.

Mark also advises on numerous 401(k) and other company retirement plans for small to medium-sized businesses, keeping them up to date with the changing 401(k) environment.

Mark is a committed triathlete having completed his first Iron Man in 2015 and is a long time member of the Boston Triathlon Team. Mark is also a passionate Boston sports fan and avid skier. A graduate of Framingham State College with a B.A. in Economics, Mark resides in Ashland with his wife, Deborah, and daughters, Leah and Hannah.

A.J. Sohn, MBA, ChFC®, AIF®

Managing Partner

978-264-9999 Ext 202
asohn@antaeuswealth.com

A.J. has been with Antaeus Wealth Advisors since its inception in 2011. He believes progress is best made through objective planning, and that in today’s complex environment an advisor must remain fiercely independent to best serve clients.

A.J.’s niches of particular interest include high level executives, widows and divorcees. He brings an organized approach to integrated planning for executives, allowing them greater freedom to focus on their demanding careers. A.J. also enjoys educating and providing guidance for widows and divorcees, allowing them to remain confident and in control of their financial future.

A.J. is a graduate of The Johns Hopkins University. When not assisting clients, his hobbies include fly fishing, boating, working on antique cars and spending time with his wife, Sheila, watching all manner of their children’s athletic matches.

Shaun D. Sullivan, AIF®

Financial Advisor

978-264-9999 Ext 205
ssullivan@antaeuswealth.com

Shaun Sullivan joined Antaeus Wealth Advisors in 2015 and has six years of experience as a financial advisor.

Shaun believes that by understanding the goals and objectives of each client, he can better assist them in making prudent and informed decisions about their financial future. Shaun is passionate about working with his clients through all phases of life. His clients range from successful young professionals seeking assistance in balancing their short and long term needs, to established couples that want to confirm that their diligence has paid off, and they are ready to retire.

In his leisure time, Shaun enjoys golfing, football, and traveling to his native state of Maine where he can enjoy the outdoors with his Golden Retriever, Preston.

Click here to view the Ascend Millennial Program

Photo of team member

Evan P. Welch, CFP®, AIF®

Partner, Chief Investment Officer

978-264-9999 Ext 206
ewelch@antaeuswealth.com

Evan Welch has been with Antaeus Wealth Advisors since 2011.  He believes in establishing enduring relationships with clients by helping them clarify and achieve their lifelong goals and by helping them grow and preserve their wealth.  Evan and his network of advisors bring comfort to clients by solving their financial puzzles and helping them develop habits of wealth. 

Passionate about investments, Evan started investing as a teenager.  He is alert and responsive to an increasingly sophisticated investment universe, and leads Antaeus’ investment process and portfolio management strategies.  

Mr. Welch’s specialty niche is advising doctors, surgeons and other medical professionals.  He utilizes his extensive knowledge of their unique needs, ingrained at an early age from a family steeped in medical heritage, to provide the informed advice that physicians require. Evan provides financial literacy briefings to attendings and residents at institutions and organizations including Harvard, Yale, Lahey Hospital & Medical Center, UCLA, Virginia Mason, UCONN, Trends in Medicine and Surgery, and the New England Surgical Society.  He also was one of six advisors residing in Massachusetts listed in Medical Economics as 2011’s Best Financial Advisers for Doctors.  Evan is a member of MD Preferred Services and a financial advisor in the Massachusetts General Physicians Organization Financial Planning Program.

Evan volunteers through the Financial Planning Association, serves as a corporator for Emerson Hospital and is an advisory board member of the MGH Clay Center for Young Health Minds.  He likes skiing, hockey, history, aviation, SCUBA diving, yoga and meditation, cycling, and traveling.  He also enjoys coaching his three daughters, Caroline, Gigi and Charlotte, in sports, and spending time with them and his wife, Emily, especially on Lake Winnipesaukee in New Hampshire.

Go to Doctor Educational Videos

Book a Meeting

Tell a Friend

Get to know us

Phone: (978) 264-9999
Fax: 978-264-1999

Email: scutler@antaeuswealth.com

80 Central Street, Suite 150, Boxborough, MA 01719

 

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member of FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Antaeus Wealth is not affiliated with Cambridge Investment Research, Inc. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT and WA, WV. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Antaeus Wealth makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

© 2022 Antaeus Wealth Advisors. All rights reserved.

Website Design For Financial Services Professionals