Daniel Labroad is a financial advisor at Gateway Wealth Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and Putnam Investments. Labroad provides investment advisory services through Gateway Wealth Partners, an independent registered investment adviser. Gateway Wealth Partners offers financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supported by fundamental and technical analysis, and manages approximately $1.25 billion in regulatory assets under management.

Ryan Smith is a financial advisor with Northeast Planning Associates, Inc. in Newburyport, MA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been with Northeast Planning Associates and affiliated with LPL Financial since 2014. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements and access to investment management, managing approximately $327.7 million in client assets.

Kristen Lindahl is a CFP® professional with eight years of industry experience, currently serving as an advisor at Fiduciary Financial Advisors since 2024. Prior to this role, she was not employed in the financial industry. Fiduciary Financial Advisors serves a diverse client base including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines discretionary investment management with services such as outsourced CFO engagements and digital-asset portfolio management, using a blend of fundamental, quantitative, and technical analysis tailored to client needs.

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.

Timothy Dick is a CERTIFIED FINANCIAL PLANNER™ practitioner at The Fiduciary Alliance with five years of industry experience. He has previously worked at Dakota Wealth, LLC and John Hancock Investment Management Distributors LLC. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other investment advisers. The firm combines fundamental, technical, cyclical, and charting analysis in managing portfolios and offers a range of services including estate planning and risk management.

Christopher Vassilopoulos is a financial advisor at Johnson Investment Counsel, Inc. with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has held roles at several firms, including Townsend Holdings LLC and Aon Securities LLC. He serves as Chair of the Membership Committee for the Georgia Association of Public Pension Trustees and is a board member of the Boston College Alumni Association. Johnson Investment Counsel serves a broad client base, including individuals, pension and profit-sharing plans, public agencies, and charitable organizations. The firm’s investment approach combines bottom-up multi-factor quantitative equity analysis with a macro/micro fixed income strategy and provides discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Hind Azzaoui is a financial advisor at Santander Securities LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including John Hancock, TD Bank, and Citizens Bank. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning. The firm delivers investment management primarily via the FMAX wrap-fee platform, utilizing third-party discretionary managers and offering various overlay options.

Nathan Budrow is a CFA® charterholder with 14 years of industry experience. He is currently with Guardian Wealth Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Newport Capital Advisers and Northwestern Mutual Investment Services LLC. Guardian Wealth Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach that combines technical and fundamental analysis, utilizing mutual funds, ETFs, bonds, options, and equities.

Christopher Bryant is a financial advisor at OneSeven with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial Services Advisors and Charles Schwab & Co. He is also a licensed insurance agent involved in fixed, health, and variable insurance sales. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm’s investment approach emphasizes long-term strategies while accommodating shorter-term trading, utilizing diversified portfolios with access to alternatives and private placements.

Sumeet Malhotra is a financial advisor at Santander Securities LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities, Santander Bank, and Citizens Securities, among other related entities. 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 wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary portfolio management and ongoing suitability reviews.

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.

Brian Glick is a CFA® charterholder with three years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Connectus Wealth Advisers, Neirg Wealth Management, Raphael & Raphael LLP, and Gagnon Tax LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating quantitative analysis and tax-sensitive portfolio construction.

Victoria Byrd is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and four years of industry experience. She has been with TD Private Client Wealth LLC and TD Bank N.A. since 2021. Outside of her advisory role, she works as a Seasonal Guest Advocate in retail. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic asset allocation and investments from both affiliated and third-party managers.

David Basile is a financial advisor with Janney Montgomery Scott in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Janney Montgomery Scott since 2005. Basile serves on the board of the Middlesex Community College Foundation. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional sponsors, offering brokerage services, financial planning, and multiple advisory programs.

Clinton Hyland is a financial advisor with Valic Financial Advisors in Winooski, VT, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at Valic Financial Advisors since 2015 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

William Riquier is a financial advisor with United Planners' Financial Services of America and The Retirement Financial Center, holding a Series 66 designation and 14 years of industry experience. He has been affiliated with United Planners and The Retirement Financial Center since 2011 and operates a non-variable insurance business under his own name. United Planners serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Paul Fisher is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Edward Jones and Empower Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders through an integrated model linked to Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, serving a large participant base relative to advisor headcount.

Hannah Webb is a financial advisor with Commonwealth Financial Network in Danvers, MA. She holds Series 63 and Series 65 licenses and has one year of experience in the industry. Her prior work experience includes roles at NBT Bank and retail positions at Victoria’s Secret and American Eagle Outfitters. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services, supporting both individual and institutional investors.

Jason Hutchinson is a financial advisor with Guardian Life holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Lincoln Investment and Edward Jones. Outside of advising, he is employed part-time at QAD, where he assists with appointment scheduling. Guardian Life’s subsidiary Park Avenue® Wealth Management offers brokerage and advisory services to individuals, retirement plans, and organizations. The firm utilizes a combination of advisor-led discretionary management and model-based strategies across proprietary and third-party platforms, providing tailored financial planning and consulting services.

Michael Savastano is a financial advisor with Eagle Strategies (New York Life) based in Andover, MA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He also operates Savastano Insurance and Financial Services, a DBA used to offer New York Life and other insurance and investment products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and maintains predominantly non-discretionary assets under management, working within the New York Life affiliate structure.