Robert Foster Jr.

Noah Tillinghast is a financial advisor at Callidus Capital with a Series 65 designation and experience beginning in 2022. He previously worked at Clearview Financial Strategies LLC and has a background that includes ten years in education. In addition to his advisory role, he is a licensed insurance agent selling life insurance. Callidus Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of fundamental, technical, and cyclical analysis across various security types. The firm typically manages portfolios under written discretionary authority and does not concentrate on any single security type.

Robert Salzer is a financial advisor with NAV Wealth Management LLC in Amesbury, MA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has led NAV Wealth Management since 2014. Outside of advisory work, he serves as president of the Woburn High School Scholarship Fund and is a trustee of The Tidd Home Inc., overseeing its portfolio. NAV Wealth Management LLC provides discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs modern portfolio theory and a long-term trading approach, tailoring portfolios to client risk tolerance and time horizon, and is notable for its client mix that includes charitable and corporate clients.

Mark Alaimo is a CFP® and PFS™ credentialed advisor with nine years of industry experience. He is the principal of LCW Planning and Investments, LLC and also serves as president of LCW-CPA's, Inc., a CPA firm. His prior experience includes roles at Bainco International Investors, Kestra Financial Services, Sapers & Wallack, and Twinfocus Capital Partners. LCW Planning and Investments, LLC provides discretionary investment management and financial planning services to individuals and high-net-worth clients, utilizing a portfolio approach that combines fundamental analysis with Modern Portfolio Theory and internal due diligence. The firm maintains a distinct affiliation with an accounting firm offering tax and accounting services and employs a selection-and-oversight model involving unaffiliated independent managers.

Roger Blundell is the sole advisor at New England Tactical Investments LLC, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, Freedom, and Interstate Arms. New England Tactical Investments LLC provides discretionary portfolio management and investment advice to individual and high-net-worth clients, employing a tactical approach that integrates technical and cyclical analysis with modern portfolio theory across various asset classes.

Patrick Mc Coy is a financial advisor with Main Street Financial Advisory LLC, holding a Series 65 designation and 24 years of industry experience. His prior roles include positions at The Financial Advisors and Lowell, Blake & Associates, Inc. Outside of finance, he serves as an Implant System Ambassador for Integrum, LLC, assisting candidates and representing the company publicly. Main Street Financial Advisory LLC provides portfolio management and comprehensive financial planning to individual and high-net-worth clients as well as charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative analysis with a long-term trading orientation, managing both discretionary and non-discretionary accounts.

Steven Stanganelli is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Clear View Wealth Advisors, LLC since 2010, serving as the sole advisor at the independent firm based in Amesbury, MA. Clear View Wealth Advisors, LLC provides financial planning, investment management, and tax preparation services to individuals, families, trusts, estates, and business entities. The firm employs a combination of strategic, index-based allocations with tactical overlays and risk controls, utilizing low-cost ETFs alongside selected active and alternative investments.