Sean Holly is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 license and with 20 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 11 years and has been with Belpointe and its related entities since 2017. Outside of his advisory role, he is a co-owner of a real estate business. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing customized portfolios and various advisory relationships.

Mark Roman is a financial advisor at Stratos Wealth Advisors LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. He is also a managing partner of Veritas Boston Wealth Management, an independent investment advisory firm. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors across multiple teams. The firm offers customized financial planning, portfolio management, and third-party manager programs tailored to individual goals.

Colin March is a financial advisor at Santander Securities LLC with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Santander Bank, NA, Bristol County Savings Bank, and Northeast Alternatives, Inc. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products.

Elizabeth Vallone is a financial advisor at Bay Colony Advisors with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Bay Colony Advisors since 2015. Vallone is also an independent insurance agent with Essential Asset Management, LLC. Bay Colony Advisors serves individual investors across the wealth spectrum, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning and portfolio management. The firm combines fundamental analysis with access to model portfolios and third-party sub-advisers and provides family-office and concierge services alongside institutional retirement fiduciary offerings.

Peter Thorbahn is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 41 years of industry experience. His prior work includes roles at Moors & Cabot, Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Perpetual Financial. He is also an insurance agent involved in selling annuities and life insurance on a commission basis. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, employing various strategies tailored to client objectives and risk tolerances.

Erik Wallin is a financial advisor at Coastal Bridge Advisors with 22 years of industry experience. He holds a Series 66 designation and previously worked for Purshe Kaplan Sterling Investments and One Charles Private Wealth, where he served as managing partner. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans, employing a goal-based, fundamental analysis approach with diversified portfolio construction.

Cody Ward is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Lincoln Investment for seven years and held roles at Citizens Securities, Inc. and Citizens Bank for three years each. He serves as a director for the Walpole Chamber of Commerce, where he discusses programming and initiatives for local businesses. Capital Analysts serves retail and institutional clients, including individuals, high-net-worth investors, trusts, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network, utilizing both discretionary in-house management and non-discretionary third-party managers.

Patrick Lawler is a CFP® professional with 14 years of industry experience. He is currently with Fortis Capital Advisors, LLC dba LRVS Advisory Group, LLC and has previously worked at Purshe Kaplan Sterling Investments, McAdam, LLC, and VOYA Financial Advisors, Inc. Lawler is co-owner and partner of LRVS Advisory Group and also provides fixed insurance advice. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, and institutional clients. The firm offers customized portfolio management and financial planning, utilizing a range of strategies including passive, active, tactical, and ESG-aware approaches, with access to third-party sub-advisors and cash management solutions.

Jon Loranger is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, and Securities America, Inc. He is also involved in fixed insurance business activities including life, health, disability, annuities, long-term care, and property and casualty insurance. The Patriot Financial Group offers investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a range of investment options and a due-diligence process for selecting insurance carriers and annuity products.

Stephen Daglio is a financial advisor at Bay Colony Advisors with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bay Colony Advisors since 2015. In addition to his advisory role, he operates as an independent insurance agent. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other instruments, managing approximately $1.26 billion in client assets across about 30 advisors.

Adam Sousa is a financial advisor at Coastal Bridge Advisors with a Series 65 designation and one year of industry experience. His background includes roles at One Charles Private Wealth and several educational institutions. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to build diversified portfolios and offers specialized advisory services including retirement plan consulting and HSA investment management.

Kevin McGrath is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and over 44 years of industry experience. He has held positions at Cetera Financial Specialists LLC, Securities America, Inc., and Cambridge Investment Research Advisors, Inc. Additionally, McGrath has been involved in insurance sales and management through his ownership and leadership of McGrath Insurance Brokerage Inc. since 1993. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, using a combination of charting, fundamental and technical analysis, and may utilize independent managers for client assets.

Thomas Burke Jr. is a financial advisor with Kovack Advisors, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, Infinex Investments, Inc., and South Shore Bank. Outside of his advisory work, he serves as a board member of the Hanover Chamber of Commerce and works as a high school hockey official. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, utilizing an Envestnet-supported workflow to manage portfolios through a combination of internally created models, third-party managers, and both model-based and advisor-managed solutions.

Daryl Marsden is a financial advisor at Stratos Wealth Advisors LLC with a Series 65 credential and three years of industry experience. His prior work includes a 15-year tenure at BNY Mellon and a role at Veritas Boston Wealth Management. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, offering customized financial planning and portfolio management through a network of 71 advisors organized in multiple teams. The firm utilizes both discretionary management and third-party managers to tailor services to client goals.

Jacob Waldman is a financial advisor with Fortis Capital Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at multiple firms including Purshe Kaplan Sterling Investments, McAdam LLC, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and VOYA Financial Advisors. Waldman also provides insurance advice through a fixed insurance agent role. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized discretionary portfolio management alongside financial planning and consulting, employing a range of passive, active, tactical, and ESG-aware strategies and utilizing third-party sub-advisors and specialist approaches.

Stephen Dellelo is a ChFC® with 35 years of experience in financial advising. He is currently with Prosperity Capital Advisors and has previously worked at Next Financial Group, Investors Capital Corp., and Eastern Point Advisors. He is the owner of Retirement Income Strategies LLC, doing business as Dellelo Wealth Management, and also serves as President of Shovel Town Tax, LLC, which offers tax preparation services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies and offers services such as separately managed accounts and retirement plan consulting.

William Reis is a financial advisor with LPL Financial and holds the Series 66 designation. He began his advisory career in 2023 and also provides financial planning and consulting services through Northeast Planning Associates, Inc., an independent investment advisor firm. Reis serves in the U.S. Army National Guard as a Signal NCO. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of delivery options tailored to client needs.

Marc Instrum is a CFP® professional with 13 years of experience in financial planning and wealth management. He is currently with Fortis Capital Advisors, LLC and has prior experience at PURSHE KAPLAN STERLING INVESTMENTS, Inc., McAdam, LLC, and VOYA Financial Advisors, Inc. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized discretionary portfolio management, financial planning, retirement plan consulting, and educational workshops, utilizing a mix of passive, active, tactical, and ESG-aware strategies alongside third-party sub-advisors.

Christopher Torres is a financial advisor with Integrated Wealth Concepts LLC in North Attleboro, MA, holding Series 63 and Series 65 licenses with three years of industry experience. He is also a partner at Taylor & Company PC, a CPA practice, where he has worked since 2015. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Blair Breton is a financial advisor with Eagle Strategies (NY Life) based in Norwell, MA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been affiliated with New York Life and its related entities since 2003 and operates additional business activities under Creative Wealth Solutions and Insurance Services, LLC and Keith, Meadows & Dunn, LLC, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services primarily on a non-discretionary basis through a large network of affiliated advisors. The firm integrates insurance and annuity products within its advisory offerings and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.