James Kendall Halloran

Eric Cooper has spent his life building and leading. From starting his first business at 15 to founding the Sooner family of companies, he has always been driven by a singular purpose: helping people align their wealth with their values and create a life of clarity, impact, and freedom. For 14 years, Eric has navigated nearly every corner of the financial industry, banking, insurance, wealth management, business consulting, only to discover the same problem repeated everywhere: fragmented advice. Traditional firms prioritize scalability and products, leaving clients with disjointed strategies and blind spots that hold them back. Eric built Sooner Private Financial Council to change that. Acting as an integrated command center, his team brings together six essential disciplines: advanced tax planning, wealth management, income planning, risk management, estate and legal strategy, and business value acceleration. This unified approach helps purpose-driven clients break free from confusion, outgrow outdated teams, and achieve total command over their financial lives. Clients who once felt overwhelmed or uncertain experience a powerful shift: from reactive to proactive, from imposter syndrome to absolute confidence. This is the transformation Eric lives to create, turning wealth into a force that reflects who you are and what you stand for. A national champion public speaker, devoted husband, and father of five, Eric lives in New Hampshire, where he pursues wild places as a hunter, coaches youth basketball, and continues his lifelong study of leadership and building things that matter.

Bob Ellis is a CFP®-certified financial advisor with 25 years of industry experience. He is the principal of Amherst Financial Group, LLC, which he founded in 2021. In addition to his advisory work, Bob serves as an on-call firefighter with the Amherst Fire Department. Amherst Financial Group provides asset management and financial planning primarily to individual and small-business clients, offering tailored investment strategies ranging from income preservation to aggressive growth. The firm integrates a broader set of affiliated financial services, including insurance, mortgage brokering, and tax preparation, to deliver a comprehensive approach beyond traditional portfolio management.

Ryan Flynn is a financial advisor and business planning strategist helping business owners, executives, and high-earning professionals create clarity, structure, and long-term confidence in their financial lives. He navigates personal financial planning with the realities of running and scaling a business. His approach is simplifying complexity. Clients come to him because they’re navigating growth, life transitions, rising income, or retirement and want a financial plan that ties together everything from cash flow and tax strategy to retirement income and business succession. Ryan focuses on aligning personal and business goals, identifying blind spots, and developing plans that help clients use their money intentionally. His work includes business evaluations, benefit and retirement plan analysis, cash flow structuring, tax-efficient income planning, legacy considerations, and coordinated strategies that blend financial, business, and personal priorities. Ryan is known for his clear communication, level-headed guidance, and ability to explain financial decisions in a way that feels actionable rather than overwhelming. Rooted in collaboration, partnering with CPAs, attorneys, and other advisors he ensures clients have a complete, coordinated support team. Ryan’s priority is giving clients financial confidence, developing a financial plan for their specific needs, no matter the stage of life or business. Baystate Financial does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser. Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. Ryan is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). Supervisory address: Baystate Financial One Marina Park Drive, 16th Floor Boston, MA. Phone number: 617‐585‐4500. Ryan is licensed to sell Insurance products in the following jurisdictions: CA, CO, CT, KY, MA, ME, NC, NH, NY, NC, SC, TX, UT, VT Ryan is licensed to sell securities products in the following jurisdictions: CA, CT, KY, MA, NH, NJ, NY, SC, VT Ryan cannot communicate with, nor respond to requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business. CA Insurance LIC#: 4371139 | State of Domicile: NH

David Hunt Jr. is a CFP® and CFA® with 16 years of industry experience, currently serving as the sole advisor at Applied Capital Management, LLC. He has worked at LPL Financial since 2020 and has been affiliated with Applied Capital Management, Inc. since 2015. Applied Capital Management provides comprehensive financial planning and consulting services to individuals, trusts, estates, and small businesses. The firm emphasizes written financial plans and ongoing consulting, supporting a large client base with customized plans developed through detailed client engagement and fundamental analysis.

Bradley Kayton is a financial advisor with Studio Ventures and Capital Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. He has been with Studio Ventures since 2014 and also consults with start-up companies, providing executive management, board governance, CEO mentoring, and strategic consulting through a separate consulting firm. Studio Ventures and Capital Advisors, LLC serves family offices, high-net-worth individuals, pooled investment vehicles, and business entities by creating and managing custom private-market equity and debt funds. The firm focuses on bespoke investment programs tailored to client objectives, often emphasizing private placements and early-stage companies, and uses performance-based compensation arrangements for qualified pooled investors.

Narendra Kapadia is the sole advisor at Value Financial Services Corp. in Chelmsford, MA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Value Financial Services since 2000 and is also the owner and president of Value Mortgage Corporation, a mortgage origination and processing business he founded in 1996. Value Financial Services provides discretionary investment management and comprehensive financial planning to individuals, high net worth persons, trusts, estates, and small businesses. The firm offers customized portfolios and employs a long-term, personalized approach with flexibility to adjust holdings based on market conditions or client objectives.