Chelsea Tuck is a CFP® professional with 18 years of experience in the financial advisory industry. She has worked at Advisory Services Network since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Money Concepts Capital Corp. In addition to her advisory work, she provides tax preparation services through a separate business. Advisory Services Network supports independent investment adviser representatives serving individuals, families, corporations, and retirement plans with a range of portfolio management and financial planning services. The firm employs varied investment strategies and offers flexible advisory engagement models through a large platform of advisors.

Ronald Swanick is a financial advisor with Independent Wealth Network, Inc. in Portsmouth, NH, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Brownstone Financial Group LLC, ABC Financial, Simplicity Wealth, LLC, GWFS Equities, Inc., and New York Life Insurance Company. Swanick is also the owner of Swan Insurance Group, which offers insurance and fixed annuities. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, employing strategies tailored to client goals that include fundamental and technical analysis, options, and margin trading where appropriate.

Mike Gula is a financial advisor at F.L. Putnam Investment Management Co. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank and Cambridge Trust Wealth. F.L. Putnam serves a diverse client base including individual investors, families, institutions, and registered investment companies. The firm employs a team-based, customized investment approach using internally managed strategies and third-party managers across multiple asset classes, offering solutions such as discretionary management, consulting, and family office services.

Hunter Brownlie is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2017 and previously worked at Financial West Group for 18 years. Brownlie is also the managing member of HDB Investment Group, LLC, and serves on the investment committee of the Wentworth Watershed Association, where he participates in overseeing and monitoring investment accounts. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and digital platform services, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Michael Desclos is a CFP® professional with six years of industry experience. He is currently with F L Putnam Investment Management Co. and previously worked at SVB Wealth LLC and Boston Private Wealth LLC. F L Putnam Investment Management Co. serves a diverse client base, including individuals, families, and institutions. The firm offers customized, team-based investment management and advisory services across a broad range of strategies, combining internal and third-party managers with options such as sustainable investing and tax-aware rebalancing.

Laurie Barrett is a financial advisor at F L Putnam Investment Management Co. with 16 years of industry experience. She holds a Series 65 credential and previously worked at Seascape Capital Management, LLC, Customers Commercial Finance, LLC, and Prentiss Smith & Company. F L Putnam serves a broad client base including individuals, families, and institutions, offering customized, team-based investment management and a range of advisory services. The firm integrates internally managed strategies and third-party managers across multiple asset classes and provides options for sustainable investing and tax-aware portfolio management.

Zachary Longley is a financial advisor with LPL Financial in Newburyport, MA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2007 and also provides financial planning and consulting services through Northeast Planning Associates, Inc., an independent registered investment advisor he has operated since 2003. Outside of advisory work, he serves as a notary public. 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 investment advice with an in-house research team and provides a variety of portfolio management options, combining large-scale advisory operations with non-advisory product offerings.

Todd Ehrenberg is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 28 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he is the owner of Port Capital Management Inc., a securities operating company. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including customized portfolio solutions, third-party asset manager access, and retirement plan consulting, supported by comprehensive operations, trading, technology, and compliance infrastructure.

Michael Amado is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with TD Private Client Wealth and TD Bank since 2019. Prior to his advisory career, he was a full-time student for nine years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm’s investment approach combines strategic and tactical asset allocation using a mix of affiliated and third-party sub-managers within a discretionary trading framework.

Emily Roster is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. She previously worked at M.P. Losapio & Company, LLC for 20 years and is a partner at OnPoint Tax and Consulting Services, PLLC, a CPA firm. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term approach and utilizing both internal management and third-party asset managers.

Shania Murray is a Series 66-licensed advisor with Integrated Wealth Concepts LLC, bringing four years of industry experience. Prior to joining Integrated Wealth Concepts in 2024, she worked at Ameriprise from 2021 to 2024 and has held roles outside finance in early childhood education and healthcare. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios primarily consisting of mutual funds, ETFs, equities, and fixed income.

Valerie Morgan is a CFP® professional with 33 years of industry experience. She is currently with Sanctuary Advisors, LLC and previously spent 29 years at Ameriprise Financial Services, Inc. She owns a revocable trust through which she manages rental properties. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base including individuals, corporations, and institutional entities through a large network of independent advisers, offering a variety of portfolio management and consulting solutions.

Colin Walker is a financial advisor at Integrated Wealth Concepts LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked for Ameriprise Financial Services, Inc. for eight years. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Thomas Sedoric is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. His career includes roles at Steward Partners Investment Solutions, Raymond James Financial Services, and Wells Fargo Clearing. Outside of advising, he is involved with Boo’s Bucket List, LLC, where he advises on strategy and planning, and he participates in governance activities at Piscataqua Savings Bank. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of portfolio management and financial planning services.

Nathaniel Tilton is a CFP® with 24 years of industry experience, currently serving as an advisor at Commonwealth Financial Network and leading Tilton Wealth Management since 2013. He has been affiliated with Commonwealth Financial Network since 2006. Outside of his advisory work, Tilton is an author of both fiction and non-fiction pieces. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through various advisory programs and back-office services. The firm offers a wide range of investment options and model portfolios, combining discretionary management with customizable program structures.

Clifford Jurdi is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and possessing 29 years of industry experience. He has been with Commonwealth Financial Network since 2000. In addition to his advisory work, Jurdi conducts retirement planning seminars as a presenter for Goldman Sachs and serves as a FINRA board of arbitrators member. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides adviser support through managed-account programs, access to third-party asset managers, retirement consulting, and custody services, employing both internally managed and outsourced portfolio management strategies.

William Puduski is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and eight years of industry experience. He has worked with Steward Partners since 2018 and previously was with Raymond James Financial Services. His work history also includes time at Northwestern Mutual and UMASS Lowell. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, providing a range of investment advisory, financial planning, and managed account services.

Wheeler Crowley is a financial advisor at Integrated Wealth Concepts LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services Inc and Wells Fargo Clearing. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Ellen Molnar is a CFP® with 41 years of experience in the financial industry. She is currently with Steward Partners Investment Advisory, LLC and its affiliated entities, having joined in 2026. Her prior experience includes 11 years at Commonwealth Financial Network and 11 years at Osaic FS, Inc. She is also a notary public. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing a range of investment advisory, financial planning, and managed account services that include both discretionary and non-discretionary portfolio management.

Timothy Leahy is a financial advisor with Eagle Strategies (NY Life) based in West Newbury, MA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his financial career, he participates in spiritual direction, meeting with individuals to discuss their spirituality and relationship with God. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and offers multiple program types, primarily managing assets on a non-discretionary basis.