Matthew Edwards is a financial advisor at ValMark Advisers, Inc. with three years of industry experience. He holds a Series 66 designation and has worked with Trove Private Wealth since 2021. His prior experience includes roles at Wealth Impact Partners, Microgroup (part of TE Connectivity), and Automotive Parts Services. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based model portfolios and asset allocation strategies implemented through mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.

Peter Bianchetto is a financial advisor with CL Wealth Management LLC in Franklin, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with CL Wealth Management since 2011 and has been associated with Cabot Lodge Securities since 2013 and Beacon Financial Services since 2003. Outside of his advisory roles, he is involved with Beacon Financial Services, where he determines customer needs and sells fixed insurance products. CL Wealth Management LLC is a multi-advisor SEC-registered firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio advisory services, financial planning, and access to third-party money managers, tailoring investment strategies through fundamental and technical analysis, custom model portfolios, and ongoing monitoring.

Tisha Evans is a financial advisor at Santander Securities LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across multiple roles within Santander since 2019. Outside of her advisory work, she is involved with ENT Corp. DBA Aunt T's, a business venture she has been part of since 2025. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm delivers investment management primarily through the FMAX wrap-fee platform, utilizing third-party discretionary managers and providing ongoing suitability and compliance oversight.

Timothy Flanagan is a financial advisor at IP Financial Advisory Services LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Next Financial Group Inc since 2009. Outside of his advisory work, Flanagan volunteers with Troop 1 Cumberland Hill Boy Scouts of America and serves as a board member and junior team coach for the Cumberland Beagle Club. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using various analyses and refers clients to third-party investment advisors while providing ongoing communication and fee-sharing arrangements.

Joshua Procaccini is a financial advisor at ValMark Advisers, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked with ValMark Advisers since 2008 and its affiliated firms since 2004. Outside of his advisory role, he serves as a consultant for Wealth Impact Partners’ Donor Activation Program and is an assistant football coach for the Freetown Lakeville Regional School District. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Fredric Kaplan is a financial advisor at SpiderRock Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at BlackRock, Guardian Life Insurance Company, and Park Avenue Securities. Kaplan’s career also includes roles at SMB Capital and CrossTower. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, employing systematic, technical, and rules-based processes combined with quantitative and fundamental analysis. The firm specializes in portfolio overlay and strategy management using listed derivatives alongside traditional securities and offers collateral management and over-the-counter derivatives support.

Richard Hern Jr. is a CFP® professional with 26 years of industry experience, currently with Consolidated Portfolio Review Corp. He previously worked at Cambridge Investment Research Advisors Inc. for over a decade. Outside of financial advising, Hern is involved in commercial fishing and operates independent insurance agencies. Consolidated Portfolio Review Corp is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary tactical ETF model portfolios, financial planning, and access to third-party sub-advisors, with investment strategies tailored by independent advisors using strategic asset allocation alongside fundamental and technical analysis.

Jack Keleshian is a financial advisor at Citizens Private Wealth with 31 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Bancwest Investment Services and Bank of the West. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and endowments. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework, offering discretionary and non-discretionary management as well as tax, estate structuring, and business consulting services.

Joseph Baaklini is a CFP® and Series 65-registered advisor with seven years of industry experience. He has worked at Foundations Investment Advisors LLC since 2019 and previously spent five years at Pall Corporation. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach, offering both discretionary and non-discretionary management through a large network of affiliated offices.

Joseph Pate is a Series 65-licensed advisor with Foundations Investment Advisors LLC, bringing three years of industry experience. He has held positions at Foundations Investment Advisors since 2023 and at Lakefront Insurance Group, LLC since 2018, where he is also owner and manager involved in health, life, and accident insurance sales. Foundations Investment Advisors provides financial planning and portfolio management to a broad client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach, supported by third-party sub-advisers and custodians.

Diane Rule is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Her work history includes roles at Cetera, Securities America, Inc., and LPL Financial. She also owns Rule Financial Services, an advisory business. The Patriot Financial Group serves individuals, small businesses, and retirement plans by providing investment management, financial planning, and consulting services. The firm constructs tailored portfolios using a blend of charting, fundamental, and technical analysis, with ongoing supervision and a diverse range of asset classes including mutual funds, ETFs, equities, fixed income, commodities, and private placements.

Dennis Coite is a CFP® with 11 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. He also maintains roles at StoneX Securities Inc. and Ron Coite & Associates, where he is involved in health, life, and LTC insurance sales as well as fixed annuity sales and tax preparation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and annuity allocation services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, employing multiple account structures and model-based solutions.

Carroll Hayes Jr. is a CERTIFIED FINANCIAL PLANNER™ with 31 years of industry experience. He is currently with Mission Wealth Management, LP and was previously with Charles Carroll Financial Partners, LLC for 16 years. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm offers customized wealth management and financial planning services through tiered models and employs typically long-term, diversified investment strategies including alternative investments and tax-aware trading.

Michael Patterson is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory work, Michael hosts a weekly Music Bingo night at a local pub and works as an energy advisor helping customers reduce electricity costs. The Patriot Financial Group serves individuals, small businesses, and retirement plans by offering investment management, financial planning, and retirement plan advisory services. The firm constructs tailored portfolios using a combination of fundamental, technical, and charting analysis, managing a diverse range of asset classes with ongoing monitoring and rebalancing.

Kyle Bateman is a CFP® and Series 66 credentialed advisor with 10 years of industry experience. He is affiliated with The Patriot Financial Group, LLC and has previously worked at firms including CETERA Financial Specialists LLC, Waypoint Wealth Management, Securities America Inc., and LPL Financial, LLC. Bateman is also licensed to sell fixed insurance products. The Patriot Financial Group serves individuals, small businesses, and retirement plans by providing investment management, financial planning, and retirement plan advisory services. The firm constructs tailored portfolios using a variety of asset classes and combines fundamental, technical, and charting analysis, with ongoing portfolio supervision and rebalancing.

Paul Tamagni is a financial advisor with LPL Financial in Milford, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at LPL Financial since 2015 and founded Northeast Planning Associates, Inc., an independent registered investment advisory firm, in 2020. Outside of his advisory work, he serves as President and Vice-President of Mt. Holly Marketing, a C Corporation established for personal tax planning purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

Louis Della Valle is a financial advisor with Dakota Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Inc., C2C Wealth Management, LLC, and LPL Financial. Outside of his advisory work, he serves as treasurer and board member of a condominium association. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm provides customized, primarily long-term portfolio management using a range of investment vehicles combined with ongoing oversight, and it also acts as a manager and general partner to private funds and a sub-adviser to a registered ETF.

John Khoury is a financial advisor at Savvy with 22 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab & Co, Inc from 2008 to 2023. Outside of his advisory role, he owns a property management business involving a condo rental in Lincoln, New Hampshire. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and external research.

Michael Galli is a financial advisor at The Patriot Financial Group, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Patriot Financial Group since 2019. Prior to that, he was with Lighthouse Capital, LLC and iCapital, LLC. Galli is also a licensed insurance agent specializing in health, life, and disability insurance. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management using a mix of analysis techniques and diverse securities, managing approximately $2.4 billion across 37 advisors.

Karen Johnston is a financial advisor at Citizens Private Wealth with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Bancwest Investment Services and Bank of the West prior to joining Citizens. Johnston has been with Citizens Private Wealth since 2019 and is also associated with Citizens Securities, Inc. and Citizens Bank. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term asset allocation strategy within an open-architecture framework, offering discretionary and non-discretionary portfolio management alongside tax, estate structuring, and business consulting services.