Daniel Coppens

Steven Jennings is a financial advisor with Evergreen RIA, LLC, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has previously worked at National Securities, Hudson Point Capital, and D.H. Hill Securities. Jennings also operates Jennings Financial Group, which provides mortgage referral services and fixed insurance sales. Evergreen RIA, LLC offers investment advisory and financial planning services to individual and high-net-worth clients, focusing on mutual funds, fixed income, REITs, ETFs, equities, certain non-U.S. securities, and insurance products. The firm primarily manages accounts on a non-discretionary basis, combining multiple analytical approaches with both long- and short-term trading strategies.

Tyson Fielding is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at Equinox Financial Advisors, Inc. in Manchester Center, VT. He has worked at Equinox Financial Advisors since 2012 and is also involved as treasurer of the Main Street Hockey Club, Inc., where he handles budgeting and tax filings. Additionally, he serves on the board of the Mt. Laurel Foundation. Equinox Financial Advisors, Inc. provides wealth management, financial planning, investment management, and tax preparation services to individuals, high-net-worth clients, trusts, estates, businesses, and nonprofit organizations. The firm manages approximately $111 million in discretionary assets across about 312 client relationships, emphasizing customized, primarily long-term portfolios using low-cost mutual funds and ETFs with flexibility for other securities and reasonable investment restrictions.

Kevin Theissen is a financial advisor at HWC Financial with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at HWC Financial since 2018, following a seven-year tenure at Skygate Financial Group. In addition to his advisory role, he is a licensed insurance agent. HWC Financial provides discretionary investment management and financial planning services to individual and high-net-worth clients, managing approximately $52 million across about 100 accounts. The firm employs a fundamentally driven, value-oriented investment approach with a multi-year horizon and integrates tax and insurance considerations into its planning.

Zachary Levine is a financial advisor at HWC Financial with four years of industry experience and holds a Series 66 designation. Prior to joining HWC Financial, he worked at LPL Financial and Mirras, Jacoby, Levine & Hatgistavrou Inc. Levine is also involved in Cope Americas, LLC, an online selling platform unrelated to investment services. HWC Financial manages approximately $60 million for individual and high-net-worth clients, offering discretionary portfolio management and financial planning services. The firm uses a fundamentally driven, value-oriented investment approach with a long-term horizon and incorporates risk management and tax considerations in portfolio decisions.

Karen Ogden is a CFP® with 19 years of industry experience and currently serves as an advisor at Envest Asset Management, LLC. Her prior experience includes roles at Purkiss Capital Advisors, Inc. and Guggenheim Securities, LLC. Envest Asset Management serves individual and high-net-worth clients as well as employer plan sponsors, providing portfolio management, financial planning, pension consulting, and employee benefit plan services. The firm uses a holistic investment approach that combines client-specific policy development with primarily passive strategies, incorporating ESG/SRI options and educational programs for clients and plan participants.

Carmel Furtado is a financial advisor at Bay Colony Advisors with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Bay Colony Advisory Group since 2018, following three years at United Advisors Services. Outside of her advisory work, she serves as a board member for the Israel Congregation of Manchester. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients with comprehensive financial planning and portfolio management. The firm combines family-office and concierge services with institutional retirement fiduciary offerings, employing a fundamentally driven, long-term investment approach that incorporates model portfolios and third-party sub-advisers when appropriate.