William Delmage is a financial advisor with Blue Chip Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes long tenures at Blue Chip Financial Advisors LLP and Triad Advisors, Inc., and since 2022 he has also been involved with WD & Associates, a health, dental, and life insurance business. Blue Chip Financial Advisors provides investment advisory and financial planning services to individuals, trusts, corporations, retirement plans, and nonprofit entities. The firm operates a client-directed, non-discretionary portfolio management model, employing both long- and short-term strategies and maintaining close ties with accounting professionals.

Carson Leydecker is a CFP® professional with two years of industry experience, currently affiliated with Kintra Wealth, LLC. He has held positions at Kintra Wealth and Mutual Securities, Inc. since 2026 and previously worked at Loring Advisory Group and Commonwealth Financial Network. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to implement tax-efficient investment strategies on a household basis.

Gary Boyt is a financial advisor with NFSG Corporation in Woonsocket, RI, holding a Series 66 designation and 26 years of industry experience. He has worked at Newbridge Financial Services Group and Newbridge Securities Corporation since 2020, and previously spent nine years with Cambridge Investment Research. Outside of his advisory role, he owns and operates a tax preparation business serving individuals and small businesses. NFSG Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning for individuals, pension plans, trusts, and charitable organizations. The firm tailors portfolios based on client objectives and risk tolerance, using a blend of fundamental, technical, and cyclical analysis alongside both long- and short-term strategies.

Ross Mcwilliams is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC. Prior to joining Dakota Wealth in 2025, he spent 13 years at GW&K Investment Management, LLC. Dakota Wealth Management provides investment advisory and wealth management services to a range of clients including individuals, trusts, retirement plans, and registered investment companies. The firm constructs customized portfolios using diversified allocations across various asset classes and employs a research process that integrates fundamental, technical, cyclical, and charting analysis.

Jason Cooper is a financial advisor with Prosperity Capital Advisors in South Easton, MA, holding the PFS™ and Series 66 designations and bringing 16 years of industry experience. He is also the owner of a CPA firm and serves in leadership roles with local youth sports organizations, including as President of the Holliston Youth Basketball Association and Vice President of the Holliston Youth Baseball and Softball Association. His prior work includes roles at Retirement Income Strategies, LLC and C2P Capital Advisory Group LLC. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, while also offering institutional services and advisory support to separate advisors.

Marianne Pursley is a CFP® professional with seven years of industry experience, currently serving at F.L. Putnam Investment Management Co. She previously worked at BNY Mellon Wealth Management for 18 years. F.L. Putnam serves a diverse client base including individuals, families, and institutions such as foundations and family offices. The firm employs a team-based approach to investment management, combining internal and third-party strategies across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

Robert Macarthur is a CFP® professional with 32 years of industry experience, currently serving at ValMark Advisers, Inc. He has a history with Northwestern Mutual spanning over two decades and operates MacArthur Financial, LLC, focusing on executive benefits consulting. Additionally, he holds a non-voting shareholder position at Trove Private Wealth, where he contributes to wealth management and executive benefits advisory. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, incorporating both proprietary and third-party platforms and offering ongoing account monitoring and periodic reviews.

Simon Theberge is a financial advisor with Belpointe Asset Management LLC and holds two years of industry experience. He has previously worked at BayCoast Bank since 2018 and Mortgage Master Inc/Loan Depot from 2011 to 2018. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and acts as a sub- or co-advisor, utilizing customized portfolios and a variety of investment strategies tailored to client objectives and risk tolerance.

Gary Grigorian is a financial advisor at Citizens Private Wealth with 22 years of industry experience. He holds a Series 66 designation and has previously worked at firms including J.P. Morgan Securities, First Republic Investment Management, and Mass Mutual Investors Services. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm uses a long-term, tailored asset allocation approach within an open-architecture framework, offering both discretionary and non-discretionary portfolio management alongside a range of advisory and business consulting services.

Jerry Diamantides is a financial advisor at Moors & Cabot, Inc. with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with firms including Commonwealth Financial Network, Merrill, Bank of America, and Santander Securities. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advisory services utilizing various analysis methods and strategies, supported by third-party and affiliated sub-advisors.

Todd Engelhardt is a financial advisor at F L Putnam Investment Management Co. with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Cumberland Advisors, JP Morgan Chase, JP Morgan Securities LLC, InvestorCoach, and Heritage Asset Management Inc. F.L. Putnam serves a diverse client base including individual investors, families, and institutions, offering a range of investment management and consulting services. The firm’s team-based approach utilizes both internally managed and third-party strategies across multiple asset classes with options for sustainable investing and tax-aware rebalancing.

Cheryl Bush is a Series 65-licensed financial advisor with Prosperity Capital Advisors and has two years of industry experience. She has previously worked at Retirement Income Strategies, LLC dba Dellelo Wealth Management and NEXT Financial. In addition to her advisory role, Ms. Bush is a licensed insurance agent and also assists with tax preparation services through Shovel Town Tax. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies with access to mutual funds, ETFs, SMAs, and alternative solutions.

Bryan Principe is a financial advisor at FourStar Wealth Advisors, LLC in Providence, RI, with 7 years of industry experience. He holds the Series 65 and Series 66 licenses and previously worked at Fieldstone Financial Management Group and the City of Providence. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to tailor portfolios primarily managed on a discretionary basis, allocating assets among various securities and external managers.

Paul Careau is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been affiliated with Bolton Global Capital since 2008 and Bolton Global Asset Management since 2022. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm employs an IAR-driven approach that tailors portfolios to client goals and risk tolerance, utilizing a mix of mutual funds, ETFs, equities, and fixed income with a long-term orientation and tactical flexibility.

Randy Ball is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Santander Securities and Santander Bank since 2015. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and oversight through its clearing custodian.

Kevin Kelley is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Innovation Partners LLC since 2022 and has been with Next Financial Group Inc since 2009. Kelley is also the owner of Target Financial Services Inc, which provides securities sales and service as well as insurance products including fixed annuities and life/health insurance. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using various analyses and provides access to third-party investment advisors, focusing mainly on non-high-net-worth individuals.

Jeffrey Hanna is a CFP® and CFA® with 10 years of industry experience, currently serving as a financial advisor at Citizens Private Wealth in Providence, RI. He has worked within the Citizens financial network since 2015, including roles at Citizens Securities, Inc. and Citizens Bank. Outside of his advisory work, he serves on the Planned Giving Advisory Council for Lifespan, participates on the Investment Committee for Neighborhood Health Plan of Rhode Island, acts as an advisor to Guidepoint Global Advisors, and has been a guest lecturer at Providence College. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, endowments, and foundations. The firm employs a long-term, goal-oriented asset allocation approach within an open-architecture framework, offering discretionary and non-discretionary portfolio management supported by quantitative and qualitative research, and provides additional services including tax and estate structuring and business consulting for multigenerational families and closely held businesses.

James Rafeld is a financial advisor at Alera Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Financial Engines Advisors L.L.C. for 11 years. Rafeld serves as an officer and director of American Legion Post 7 in Easton, Massachusetts. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a mix of internal management, affiliate platforms, and independent managers with a focus on mutual funds, ETFs, equities, and fixed income, serving both retail investors and plan sponsors.

Jeanne Hagar is a financial advisor at OneSeven with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Boston Harbor Wealth Advisors. In addition to her advisory role, she serves as an agent placing term life, long-term care, and disability insurance products. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach, utilizing diversified portfolios that include mutual funds, ETFs, stocks, bonds, and access to alternatives and private placements.

Nicole Tsafos is a CFP® and Series 65 registered advisor with three years of industry experience. She is currently with F.L. Putnam Investment Management Company, where she has worked since 2024 after previously working at Four Ponds Financial Planning. F.L. Putnam Investment Management serves a diverse client base including individuals, families, foundations, and institutional investors. The firm employs a team-based investment approach customized to client objectives, offering a range of strategies across equities, fixed income, and alternatives, along with sustainable investing and tax-aware solutions.