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 provides relationship management support support to advisors A.J. Sohn and Justin Littlefield. Allison also serves as the firm’s head trader, and oversees all of Antaeus Wealth Advisors’ model trading and implementation.
Sherry Cutler, Partner and Director of
Operations, has been with Antaeus Wealth
Advisors, LLC since 2011. Having over two
decades in the industry, she has been
instrumental in developing the company into
a successful financial services firm. Overseeing
internal day-to-day operations and serving as
a liaison between clients and advisors, Sherry
believes that positive client relationships are
the heart of Antaeus Wealth Advisors.
Sherry is a board member of the Nathaniel
Thayer Field Foundation, and actively involved in
various community initiatives. Outside the office,
Sherry’s hobbies include hiking, exercise, live
music and camping. She enjoys spending time
with her partner, Todd, their three children, her
daughter in law, and their dog, Bruce.
Nikki has been with Antaeus Wealth Advisors
since 2012, and in the financial services field
since 2001. She worked at PFPC Financial
from 2001 to 2008 in management company
support, and as a financial assistant at a
retirement planning firm from 2008 to 2012.
Nikki provides relationship management
support to advisor Evan Welch. Nikki works
closely with Evan as a team, is a trusted first
point of contact for many clients, and has an
extensive knowledge of operations including
trading, paperwork and general service
items. Nikki holds a degree in Architectural
Engineering from Wentworth Institute of
Technology in Boston. She lives with her
husband, Bill, their children and their dogs,
Derringer and Flintlock. In her personal time,
she enjoys camping, traveling, and chaotic
weekends with her family
A financial advisor, Certified Financial Planner™
(CFP®) practitioner, and Accredited Investment
Fiduciary® (AIF®), Will establishes meaningful
relationships with clients, and helps them
implement objective, comprehensive financial
planning strategies. Will also is heavily involved
in researching and screening various investments
to determine whether they meet the firm’s
stringent requirements.
Will understands that clients may not have the
time, desire, or expertise to properly plan and
manage certain financial aspects of their lives.
His personal approach includes explaining
options, developing appropriate strategies, and
discussing alternatives in ways that are easy to
understand. Clients look to Will for guidance
on navigating through the complex financial
landscape and often volatile markets.
McKayla joined Antaeus Wealth Advisors
in 2021. McKayla provides relationship
management support to advisors Will Elwell,
Shaun Sullivan, Michael Mallon, and
Mark Hideriotis.
McKayla strives to strengthen client-advisor
relationships by ensuring that information
flows smoothly and that answers are provided
in a timely manner. She advocates for the
firm’s clients by communicating with financial
companies, clients’ respective lead advisors, and
directly with clients themselves. Outside the
office, McKayla enjoys singing, photography, and
spending time with close friends.
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 customized strategic plan. As a trusted advisor, Justin puts his clients’ interests first while empowering them to live more secure and meaningful lives.
Justin’s specialty niche is advising successful business executives and professional sports executives. Many of Justin’s clients share a deep desire to protect their most valuable asset: time. 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 and biotech industries while helping to guide their trajectory towards financial independence.
Michael Mallon has been with Antaeus Wealth Advisors, LLC since 2015. He is grateful to have helped so many clients realize their financial goals and continues to provide his expertise as clients head toward retirement and beyond. Michael specializes in assisting families, working professionals, and retirees with realizing and achieving their lifelong goals. With a client-first focus, Michael works closely to ensure every financial plan is detailed and digestible.
A graduate of the Isenberg School of Management in Amherst, Michael is dedicated to utilizing both his M.B.A. and extensive tax background to provide clients with a comprehensive solution to their financial lives.
Mark E. Pelletier is a senior financial advisor with Antaeus Wealth Advisors, LLC with over two decades of experience in the financial services industry. By developing investment, retirement, education, estate, tax and insurance strategies, Mark assists individuals and their families with achieving their financial goals. Mark also excels in transforming complex financial concepts into understandable, actionable advice.
Mark currently holds FINRA Series 7 and 66 licenses, as well as various insurance licenses. He is a graduate of Framingham State University, earning a bachelor’s degree in economics, with a concentration in quantitative economics and a minor in math.
A.J., Managing Partner, 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 and holds
FINRA Series 7, Series 24 and Series 63 licenses.
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.
As a financial advisor and Accredited
Investment Fiduciary® (AIF®) at Antaeus
Wealth Advisors, LLC, Shaun enjoys working
with individuals, families and entrepreneurs.
His beliefs are centered around the notion
that financial success is most often the result
of many smart decisions, compounded over
time. He spends time educating his clients
as he believes it may lead to more informed
decision making, which often translates to
better long-term financial outcomes.
Shaun’s passion for financial planning comes
from his desire to support people in their
efforts to lead the kind of life they want to
lead. Shaun’s goal is to help his clients have
money be a positive influence in their lives
and in the world.
Partner and Chief Investment Officer of Antaeus
Wealth Advisors, he offers over 25 years of
experience as a financial advisor developing
exceptionally strong bonds with clients. He
focuses on assisting physicians, business owners,
retirees, professionals, and those in transition
with clarifying and achieving their lifelong goals.
Evan is an active participant in the Massachusetts
General Physician’s Organization’s Financial
Planning Program, holds FINRA Series 7 and 63
licenses, and several insurance licenses. As a
Certified Private Wealth Advisor® professional,
Evan focuses on the latest strategies to meet
the sophisticated needs of high net worth and
ultra-high net worth individuals and families. He
graduated from the Loomis Chaffee School in
1993 and Colgate University in 1997 earning a
Bachelor’s degree with honors in history.
Relationship Manager and Administrative
Assistant, Wendy joined the firm in 2017.
Wendy is responsible for scheduling meetings
for Mark Pelletier, A.J. Sohn, Evan Welch, and
Justin Littlefield. She also supports Mark in
terms of client accounts, operations and client
service; and assists Sherry Cutler with running
the Boxborough office.
Before joining Antaeus, Wendy worked at
Granahan Investment Management for 13 years
as an Administrative Assistant. Outside of the
office Wendy spends her time with her partner,
Keith, their dogs and their horses. She also
enjoy barrel racing, snowmobiling, traveling, and
relaxing at her cabin in Northern New England.
