Megan Dolan is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at Lincoln Investment since 2019 and previously spent three years at the University of Connecticut. Dolan also serves as a part-time administrative assistant for Capital Analyst New England. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base, including individual investors, trusts, foundations, and charitable organizations. The firm employs both discretionary and non-discretionary investment management strategies, supported by an in-house research team using a proprietary mutual-fund screening process.

Edward Quirk is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at LPL Financial, LLC and US Financial Advisors, LLC. Quirk is involved in insurance brokerage activities through Great Valley Advisor Insurance Brokers. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, and trusts. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing a variety of in-house and third-party strategies to support its network of approximately 190 advisors.

Raphael Hanna is a financial advisor at SHP Wealth Management, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at SHP Wealth Management since 2023. His prior experience includes positions at Burbank Wealth Management and Wells Fargo Advisors. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm customizes investment policies for each client and employs fundamental, cyclical, and modern portfolio theory with a long-term trading approach.

Aidan Arone is a financial advisor at SHP Wealth Management, LLC with the CFP® designation and two years of industry experience. His prior roles include positions at Park Avenue Securities and The Bulfinch Group. He is also a licensed insurance agent at SHP Financial, LLC. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension plans, charities, corporations, and other advisors. The firm customizes investment policies for clients and employs a long-term, theory-based approach to asset allocation and monitoring.

Bridget Mc Groarty is a financial advisor with Capital Analysts, holding a Series 66 designation and eight years of industry experience. She has worked at Capital Analysts of New England since 2018 and previously held positions at Information Mapping and NWN Corporation. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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.

Richard Ropelewski is a CFP® professional with 24 years of industry experience. He is currently with Great Valley Advisor Group, LLC and has previously worked at LPL Financial and U.S. Financial Advisors. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through in-house strategies and third-party managers.

Michael O'Neil is a financial advisor at International Assets Investment Management, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Patriot Wealth Strategies, Patriot Financial Group, and Raymond James Financial Services. Since 2013, he has been the owner and president of O'Neil Wealth Services, LLC, a private label entity for financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisors. The firm offers customized, long-term portfolio management using a range of investment vehicles and may implement strategies via third-party managers or wrap programs.

Michael Guthrie IV is a financial advisor with SHP Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Michael Raposa, Adam Baur, Citizens Investments, and Russell Investments. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops to individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm customizes investment policy statements for each client and employs fundamental, cyclical, and modern portfolio theory with a long-term trading orientation.

Will Young is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Mutual of Omaha, he worked at Iowa State University and Coe College, with earlier roles including community involvement with Indianola Little League. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and uses Pershing as custodian and broker-dealer for many accounts.

Zachary Perkins is a CFA® charterholder with eight years of experience in the financial industry. He is currently with SHP Wealth Management, LLC and SHP Financial, where he has worked since 2025. His prior experience includes roles at Eaton Vance Distributors, Inc. and Morgan Stanley. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, and corporations. The firm also serves other investment advisers through sub-advisory services and licensing model portfolios, using a customized Investment Policy Statement and a long-term, fundamental-based investment approach.

Daniel Marnik is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Royal Alliance Associates, Brookline Bank, Infinex Investments, and Citizens Securities. Outside of finance, he owns and operates High Voltage Paintball, a paintball business. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and other entities, offering services such as financial planning, portfolio management, and retirement plan advisory, combining fundamental analysis, tactical allocations, ESG models, and technology tools in its investment process.

Dale Sarpard is a financial advisor at Trilogy Capital, Inc. with nine years of industry experience. He holds a Series 65 designation and has held roles including Vice President of Wealth Management and positions at LPL Financial and National Planning Corporation. His other business activity includes work as a wealth advisor and insurance agent with Trilogy Financial Services. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants by providing investment management, financial planning, and retirement-plan consulting. The firm employs a globally diversified asset allocation strategy with a range of risk-based model portfolios and offers expanded in-house tax services through its affiliate, Trilogy Tax & Consulting.

Martin Higgins is a CFP® and ChFC® with 49 years of experience at Mutual of Omaha Investor Services, Inc., where he has worked since 1977. He is the owner of Family Wealth Management, Financial Services, which provides long-term care, disability insurance, fixed annuities, and life insurance sales. Higgins is also the author of "Distributionland," a book on gifting and selling, and engages in related presentations and book signings. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm utilizes platforms such as Envestnet and Pershing and operates alongside affiliated broker-dealer and insurance businesses within the Mutual of Omaha group.

Kevin Dufault is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2019. He is also a partner at Veritas Boston Wealth Management, an investment advisory and financial planning firm. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors. The firm offers customized financial planning and portfolio management services, utilizing sub-advisers and platform solutions to address diverse client needs.

Colin Cronin is a financial advisor at SHP Wealth Management, LLC with Series 63 and Series 66 credentials and three years of industry experience. He has worked at several firms, including Private Client Services, LLC, Mayflower Financial Advisors, LLC, and Fidelity Investments. Colin is dually registered with Mayflower Financial Advisors and Private Client Services, serving as an investment advisor representative and registered representative. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and educational workshops to individuals, pension plans, charities, and corporations. The firm customizes investment policy statements for clients and employs fundamental, cyclical, and modern portfolio theory with a long-term trading approach.

Christopher Duffy is a CFP® with 26 years of industry experience, currently serving at Capital Analysts and Lincoln Investment. He has held leadership roles including president of Capital Analysts of New England, Inc., and acts as a life insurance agent. Duffy is also vice chair of planned giving on the board of trustees for the South Shore Hospital Charitable Foundation and is involved in drafting estate planning legal documents through his law practice. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors, combining discretionary and non-discretionary investment management supported by an in-house research team.

Karen Sullivan is a Series 65 licensed financial advisor at Fortis Capital Advisors, LLC with three years of industry experience. She has worked at Fortis Capital Advisors and its affiliated entities since 2022. Prior to her advisory career, she was employed in public school education for seven years. 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 portfolio management, financial planning, and consulting services, employing a variety of investment approaches including passive, active, tactical, and ESG-aware strategies.

Sara Kappos is a financial advisor at The AmeriFlex Group with 13 years of industry experience. She holds the CFP® designation and Series 65 and 63 licenses. Prior to joining AmeriFlex, she worked for Commonwealth Financial Network and has been involved with Blue Hills Wealth Management since 2013. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing various model asset allocations and discretionary manager relationships to tailor advice to client needs.

Natalia Manning is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at SHP Wealth Management, LLC since 2022 and previously spent 13 years with Morgan Stanley Smith Barney LLC. Outside of advising, she has worked as a retail sales associate for Lululemon. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension plans, charities, corporations, and other investment advisers. The firm customizes Investment Policy Statements for each client and employs a long-term trading approach guided by fundamental, cyclical, and modern portfolio theory.