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Upcoming Events

  • Medicare Collective Impact Day—Navigating Disruption and Market Contraction in Medicare Business in 2026 and Beyond
    Thu Jan 29 2026, 11:00am EST - 2:00pm EST
  • 2026 New Developments and Planning Ideas
    Wed Feb 4 2026, 12:00pm EST - 2:00pm EST
  • American Cancer Society: Educational Webinar
    Tue Feb 10 2026, 12:00pm EST - 1:00pm EST
  • 2026 FSP Institute
    Tue Feb 17 2026 - Sat Feb 21 2026

Featured Video

https://www.youtube.com/watch?v=gPuk8Qhhn8g

Quarter Century Hall of Fame

2025 Awardees

DiCerboSquare

Douglas J. Di Cerbo
Private Wealth Advisor
Sentry Hill Financial Advisors

Doug’s specialty is working with business owners, and he has expertise in estate and business planning. Originally from Upstate New York, Doug joined Northwestern Mutual in 1995 after graduating from Hartwick College, and has helped his clients secure their family’s financial future for the past 30 years.

He has been a member of the Million Dollar Round Table every year since 1999, and earned his Chartered Life Underwriter (CLU®) designation. He holds his FINRA Series 6, 63, 66, and 7 registrations, as well as his Life, Accident, and Health insurance licenses.

As a principal of Sentry Hill, Doug embodies the philosophy of the firm…uncompromising integrity, keen insight and unwavering commitment.

Doug and his wife Erin live in Lexington, Massachusetts with their three sons and two daughters.

Mary Stockton, CFP®,CLU®, CLTC®, ChFC®, RICP®

Financial Advisor
Stockton Financial 

Mary has been a successful Financial Adviser for nearly thirty years. She has the designations of CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Financial Consultant® (ChFC®), and Certification in Long Term Care Planning (CLTC®) among others.  

She specializes in Retirement Planning for Women Executives and Business Owners in both the Greater San Diego and Boston areas, to help them to crystallize their dreams and develop strategies to help achieve their financial goals. Working closely with CPAs and attorneys, Mary enjoys a team approach to help clients grow and protect their assets. Mary is a President’s Council agent at New York Life Insurance Company*.

Prior to moving to San Diego, she was the business owner of a bookstore in Boston, MA. Her business became a valuable cultural center and she was honored with the Helen Diner Community Leadership Award.

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