Raymond Celaya is a CFP® and CFA® with 16 years of industry experience, currently serving at Plante Moran Financial Advisors and its affiliate Plante & Moran, PLLC. He has been with Plante Moran Financial Advisors since 2005 and with Plante & Moran, PLLC since 2016, holding a partner position at the latter. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional investors, not-for-profits, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model and typically manages assets on a non-discretionary basis.

James Healy is a financial advisor at Gateway Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Main Street Financial Advisory LLC, Keurig Dr. Pepper, and Dunkin' Brands, Inc. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers, and manages approximately $1.25 billion in assets.

Jongdai Park is a financial advisor affiliated with ValMark Advisers, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been associated with Beauport Financial Services LLC since 2004, serving as Partner and Director of Planning. Park also serves on the boards of Gordon College Faith & Finance Forum and The Well Family Foundation. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm’s approach focuses on diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers with ongoing oversight and performance reporting.

Mark Gatti is a CFP® professional with 44 years of experience in the financial industry. He is currently an advisor at Novem Group, where he has worked since 2020. Prior to that, he held roles at American Portfolios Advisors, Inc., American Portfolios Financial Services, Inc., and H.D. Vest Investment Securities, Inc. Mark also owns Topsfield Financial Group, a tax preparation business. Novem Group provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a mixed approach that includes fundamental, cyclical, and technical analysis and offers discretionary management with regular monitoring across various investment vehicles.

Serena Low is a CFP® with 29 years of industry experience, currently affiliated with ValMark Advisers, Inc. She has worked with Beauport Financial Services, LLC, Valmark Advisers, Inc., and Valmark Securities, Inc. during her career. Outside of her financial advisory work, she is involved in community service as a member of the Gloucester Rotary Club and serves on the board of the Gloucester Educational Foundation, where she was president in 2020. 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 utilizes diversified, goal-based model portfolios with a focus on multi-asset allocation and offers proprietary platforms alongside third-party programs.

Anthony Mazzariello is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior roles include positions at Lincoln, Edward Jones, Northern Lights Distributors, W.E. Donoghue & Co., and Oppenheimer Funds Distributor. He is also the president and founder of Nexus Financial Advisors, LLC, a financial services practice he established for potential future expansion. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients. The firm offers portfolio management through discretionary and non-discretionary models, access to third-party managers, and retirement-plan advice, supported by an in-house Investment Management & Research team that employs proprietary screening processes and maintains institutional relationships.

Kent Niebuhr is a financial advisor with Capital Analysts, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at Capital Analysts since 2022 and has been affiliated with Lincoln Investment since 2015. Capital Analysts serves a diverse range of clients, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors, combining discretionary investment management with proprietary mutual fund screening and tax-aware strategies.

Mark Hemenway is a CFP® with five years of industry experience, currently serving as a financial advisor at Lifeworks Advisors, LLC. His prior experience includes roles at Bankers Life Advisory Services and Benevento Companies. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses with wealth management, financial planning, and portfolio management services. The firm utilizes both planning-based and risk-based investment approaches, integrates tax and accounting capabilities, and employs a multi-advisor platform managing approximately $1 billion in assets.

Matthew Tehan is a financial advisor at Capital Analysts with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including UBS Financial Services and Lincoln Investment. Outside of his advisory role, he occasionally works as a contractor for food delivery services. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a combination of discretionary and non-discretionary investment approaches, supported by an in-house Investment Management & Research team and partnerships with third-party managers.

Jason Mahoney is a financial advisor at The Patriot Financial Group, LLC, holding a Series 65 license and having two years of industry experience. Prior to joining The Patriot Financial Group, he worked at Bank Gloucester for four years. Outside of advising, he serves as Secretary/Treasurer for the North Shore Business Networkers, a local business networking organization. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a range of investment options and independent managers as part of its comprehensive approach.

Denise Lacause is a financial advisor at Capital Analysts with 13 years of industry experience. She holds a Series 66 designation and has worked at Lincoln Investment Planning Inc since 2013, following a brief tenure at Edward Jones in 2012. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolio advisory services, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Johnathan Breen is a CFP® with 12 years of industry experience, currently serving as a financial advisor at OneSeven. He has held advisory roles at several firms, including Raymond James Financial Services and Boston Harbor Wealth Advisors. In addition to his advisory work, Breen operates the Law Offices of Johnathan C. Breen, where he focuses on estate planning. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach using diversified portfolios with access to alternative investments and independent manager strategies.

Stanton Green is a financial advisor with Capital Analysts in Danvers, MA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His prior roles include positions at Lincoln Investment Planning, Inc. for 15 years and CUNA Brokerage Services, Inc. for 3 years, as well as Equitable Advisors for 4 years. Capital Analysts serves a diverse clientele including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network, combining discretionary investment management by an in-house team with non-discretionary options.

Bradley Small is a financial advisor at OneAscent Financial Services LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Wells Fargo Advisors and Thrivent Advisor Network. Outside of his advisory duties, he serves as a volunteer board member for the North Shore Chamber of Commerce and founded the Solomon Fund, a charity car show benefiting nonprofit causes. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and other services, employing individualized asset-allocation strategies and utilizing various model-based and overlay management platforms.

Jeffrey Street is a CERTIFIED FINANCIAL PLANNER™ professional with 38 years of industry experience. He has been with StoneX Advisors Inc. since 2015 and previously worked at StoneX Securities Inc. and at his own firm, Street Financial Services, which he has operated since 1991. In addition to his advisory work, he serves as a trustee for the Brookmeadow Office Park, participating in association governance. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of advisor-managed and model-based solutions supported by proprietary and third-party money managers, operating within the broader StoneX Group ecosystem.

Kevin Bilenchi is a financial advisor with ValMark Advisers, Inc. He holds Series 66 and Series 63 licenses and has 23 years of industry experience. His work history includes roles at Valmark Securities since 2008 and Beauport Financial Services since 2011. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach centers on diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers with oversight from an investment committee.

Thomas Burger is a CFP® with 55 years of industry experience, currently advising with OneSeven in Beverly, MA. His prior experience includes long tenures at Lincoln Financial Securities Corporation and Raymond James Financial Services, as well as leadership roles at Boston Harbor Wealth Advisors and The Hamilton Group. He serves on the Board of Advisors for the Boston Symphony Orchestra and chairs the Board of the Gloucester Cultural Civic Center. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning with a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and alternative investments when appropriate.

Reed Manning is a CFA® charterholder with 20 years of industry experience, currently serving at F.L. Putnam Investment Management Company since 2015. His prior experience includes roles at SVB Wealth, Banyan Partners, Silver Bridge, and Columbia Management Advisors. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering customized, team-based investment management and advisory services across multiple asset classes. The firm utilizes a research-driven process with limited AI support and offers unique capabilities such as trust services and management of alternative investment vehicles.

Myranda Obara is a financial advisor at Dakota Wealth, LLC in Manchester, MA, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has been with Dakota Wealth and its predecessor firm since 2007, following earlier roles at Hugh Johnson Advisors LLC and FA Asset Management Inc. Dakota Wealth, LLC serves a broad range of clients including individuals, trusts, foundations, retirement plans, and business enterprises. The firm offers customized, long-term investment management combining fundamental, technical, and quantitative analysis, and is notable for its direct involvement in pooled and private fund structures as well as serving as sub-advisor to a registered ETF.

Harold Delaney is a CFP® professional at Merit Financial Advisors with 15 years of industry experience. He has previously worked at Wealth Enhancement Advisory Services, Advisors Capital Management, and Fidelity. Outside of his advisory role, he is a licensed real estate agent focusing on his own investment properties. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy supported by an internal investment management team and uses both internal and third-party managers to construct and manage portfolios.