Daniel Flanagan is a CFP® professional with 24 years of experience in the financial industry. He is currently with EverSource Wealth Advisors, LLC, where he has worked since 2025. Prior to joining EverSource, he was with Canby Financial Advisors and Commonwealth Financial Network for ten years. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory and consulting services, as well as turnkey asset management and sub-advisory services through multiple investment programs and a private markets platform.

Roger Moulton Jr. is a CFP® with 34 years of industry experience, currently practicing at EverSource Wealth Advisors, LLC. He worked at LPL Financial for 13 years prior to joining EverSource in 2025. EverSource Wealth Advisors serves a diverse client base including individuals, families, institutions, and independent RIAs, offering wealth management, financial planning, and investment advisory services. The firm provides advice through a national network using multiple investment programs and manages private pooled investments alongside operating a private markets platform.

Glenn Frank is a financial advisor at EverSource Wealth Advisors, LLC with 29 years of industry experience. He holds the PFS™ designation and has previously worked at Hightower Advisors and Lexington Wealth Management, Inc. He is also president of Frank Advising LLC, where he delivers educational workshops. EverSource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, and investment advisory services through a national network of advisors. The firm offers multiple investment programs, including private markets and values-based strategies, and acts both as an adviser to outside RIAs and as a manager of private pooled investments.