Roland Ouimet is a financial advisor at Pinnacle Investments, LLC with 49 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Pinnacle Investments in 2019, he worked at Global Investment Advisors, LLC and Essex Securities LLC. He is also involved in insurance sales on a limited basis. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management, serving around 2,000 clients including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients. The firm provides financial planning, portfolio management, and advisory consultations using a range of investment methods and third-party managers.

Robert Prousalis is a financial advisor at Simplicity Wealth with five years of industry experience and a Series 65 credential. He has a background that includes roles at Paramount Financial, Guardian Wealth Advisors, and Compass Business Advisors, as well as operating a private law practice, Integrative Law. His outside activities include serving as an owner and attorney at Integrative Law. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds style using ETFs, mutual funds, and individual securities, and offers technology and operational solutions such as a private-label asset management software program and a managed account platform (TAMP) for advisers.

Michelle Onorio is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She has worked at Capital Investment Advisory Services and Capital Investment Group, Inc. since 2015. Outside of advising, she serves as Vice President of the Danvers National Little League. Capital Investment Advisory Services provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, referrals to third-party managers and TAMPs, private-label model portfolios, financial planning, and portfolio reviews, with an investment process tailored to each client's objectives and risk tolerance.

Corey Scrupps is a financial advisor with Northeast Planning Associates, Inc. in Newburyport, MA. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has been with Northeast Planning Associates and affiliated with LPL Financial since 2011. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements with access to investment management and manages approximately $327.7 million in client assets.

Cynthia Deal is a CFP® with 10 years of industry experience, currently serving at Novem Group since 2014. She has worked with Topsfield Financial Group since 2006 and was affiliated with American Portfolios Financial Services Inc. from 2006 to 2024. Outside of her advisory roles, she volunteers and serves on the board of Generous Gardners, a nonprofit organization. Novem Group offers discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm uses a combination of fundamental, cyclical, and technical analysis with individualized Investment Policy Statements to guide portfolio construction.

Peter Andersen is a CFA® charterholder with 13 years of industry experience. He is affiliated with Integrated Advisors Network LLC and has worked at Andersen Capital Management since 2018, as well as having a prior role at Fiduciary Trust Co. Integrated Advisors Network is a multi-team SEC-registered investment adviser that offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative strategies, portfolio customization based on risk profiles, and frequently uses third-party sub-advisers.

Kimberly Ratcliffe is a CFA® charterholder with 24 years of experience in the investment industry. She has worked at F.L. Putnam Investment Management Co. since 2022 and previously spent 21 years at Salem Capital Management, Inc. F.L. Putnam serves a diverse range of individual and institutional clients, offering discretionary and non-discretionary investment management, financial planning, OCIO advisory, and family office solutions. The firm employs a strategic asset allocation framework with customized portfolios that include internally managed strategies and third-party managers across multiple asset classes.

Luke Baxter is a financial advisor at Dakota Wealth, LLC with 14 years of industry experience. He has worked at Dakota Wealth since 2011, including its predecessor firm Oakmont Partners. Baxter holds Series 63 and Series 65 licenses. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm offers customized portfolios using diversified allocations and combines multiple research methods while serving as investment manager to a registered mutual fund and sub-adviser to an ETF.

Rene Faria Gonzalez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 credential and having one year of industry experience. Prior to joining Insigneo in 2024, he worked at StateTrust International Bank & Trust LLC and StateTrust Group for over two decades. He is also the director and sole owner of Lancaster RiskTech Services LLC, a non-securities related business that is currently inactive. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm employs a customized investment approach combining individual adviser allocations with firm-modeled portfolios, utilizing third-party macroeconomic research and diverse asset classes.

Jason Berube is a financial advisor with Encompass More Asset Management LLC, holding a Series 63 designation and seven years of industry experience. His work history includes roles at firms such as Cornerstone Wealth Consulting Services and Guardian Wealth Advisors, as well as a position as a tax specialist at H&R Block. In addition to his advisory work, he is licensed as an insurance agent specializing in life, accident, and health insurance. Encompass More Asset Management primarily serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis and manages approximately $582 million for around 4,000 clients.

Scott Nelson is a financial advisor at Flagship Harbor Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, LLC since 2006 before joining Flagship Harbor in 2025. Nelson also represents several Medicare insurance providers during the Medicare open enrollment period. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a diversified investment approach that includes mutual funds, ETFs, individual securities, and third-party managed accounts.

David Decesare is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining Regal in 2025, he spent 26 years with Lincoln Investment Planning, Inc. He is also the president of VCD Services, Inc., an S-Corp handling general business operations. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party investment strategies and grants discretionary authority to implement and manage these strategies on behalf of clients.

Jason Levine is a CFP® professional with 24 years of industry experience, currently serving at Capital Analysts in Danvers, MA. He has been associated with Auday Group since 2000. Levine is a board member of the nonprofit organization My Brother’s Table, providing guidance to its executive director. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team, with a model emphasizing fiduciary responsibility and customized advisory services.

Gavin Ugone is a financial advisor with Novem Group in Topsfield, MA, holding a Series 65 credential and five years of industry experience. His prior experience includes roles at American Portfolios Financial Services, Inc. and American Renal Associates. He is also involved as an employee with Topsfield Financial Group. Novem Group provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a range of investment strategies and offers discretionary management with regular account monitoring.

Joni Stone is a financial advisor at F L Putnam Investment Management Co. with five years of industry experience. She holds the Series 65 designation and previously worked at 42 North Private Bank, Bank of New England Mortgage, and Academy Communications. F.L. Putnam serves a diverse range of individual and institutional clients, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm builds customized portfolios using both internally managed strategies and third-party managers across multiple asset classes, incorporating strategic asset allocation with tactical adjustments.

Jill Hennessey is a CFP® professional with 15 years of industry experience, currently serving at Drumlin Financial Advisory. She holds a Series 66 license and is based in Salem, MA. SAX Wealth Advisors, LLC provides investment management, comprehensive financial planning, and specialized consulting to individuals, qualified retirement plans, trusts, charitable organizations, and corporations. The firm employs an evidence-based investment approach centered on globally diversified, low-cost passive funds with a long-term perspective and offers discretionary portfolio management alongside coordination with outside professionals.

Nicholas Gorton is an advisor at Fortis Capital Advisors, LLC with one year of experience in investment advisory. He is also an accountant at Gorton & Company, P.C., an accounting firm he has been with since 2015. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring across a range of investment strategies, managing approximately $1.21 billion in assets as of early 2025.

Yvan Bodart is a CFA® charterholder with three years of industry experience. He has worked at F L Putnam Investment Management Co. since 2023 and previously held roles at Boston Financial Management LLC, Cabot - Wellington, LLC, and Bank of America Private Bank. F L Putnam serves a broad range of individual and institutional clients, offering investment management, financial planning, OCIO-style advisory, family office solutions, and consulting. The firm uses a strategic asset allocation framework with internally managed strategies and third-party managers across multiple asset classes and is the investment adviser to the AOG Institutional Fund while providing specialized services through its wholly owned trust company.

Theresa Timmerman is a financial advisor at Vanderbilt Advisory Services with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vanderbilt Advisory Services since 2017, following a two-year tenure at Financial West Group. Outside of advisory work, she is a medical technologist at Elliot Hospital Satellite Lab in Londonderry, NH. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach that integrates fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Robert Heitzman is a CFP® with 22 years of industry experience. He is currently with F.L. Putnam Investment Management Co., where he has worked since 2023, following a nine-year tenure at SVB Wealth LLC. F.L. Putnam serves a diverse clientele that includes individual investors, institutions, and registered investment companies, offering discretionary and non-discretionary investment management, financial planning, OCIO advisory, family office solutions, and consulting. The firm uses a strategic asset allocation framework with internally managed and third-party strategies across multiple asset classes and is noted for its management of the AOG Institutional Fund and ownership of trust and custody services through Darwin Trust Company.