Mark Alcorn is an advisor at Bay Colony Advisors with Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at ARCH Global Advisors, LPL Financial, and participated in the Amplified Planning Program. Outside of financial advising, he has experience as a licensed insurance professional and has been involved with a GNC franchise business. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients with comprehensive financial planning, portfolio management, and additional services such as estate planning and family office support. The firm employs a fundamental, long-term investment approach, incorporating model portfolios and third-party sub-advisers, and offers a mix of family-office concierge services alongside institutional retirement fiduciary solutions.

Jeffrey Leonard is a CFP® with 18 years of industry experience, currently serving as an advisor at Bay Colony Advisors. He previously worked at Seniors Financial Planning Asset Management, LLC, where he was managing principal, and has been involved in the insurance business since 2007. Leonard also manages Leonard Financial Group, an advisory business he continues to operate alongside his role at Bay Colony Advisors. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, and family office services. The firm combines a fundamental, long-term investment approach with access to third-party sub-advisers and provides both discretionary and non-discretionary management tailored to client needs.