Michael Marshall Sr. is a financial advisor with Capital Analysts who holds Series 63 and Series 66 licenses and has 34 years of industry experience. He has worked at Lincoln Investment since 2012 and has been with Capital Analysts Incorporated since 1999. Outside of his advisory roles, he serves as president of the Clifford H Marshall Foundation, a charitable organization focused on fundraising for a local elementary school, and is a part owner of a bar and grill. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a network of independent advisors and its in-house investment management team.

Michael Vazza is a CFA® charterholder with eight years of industry experience. He is currently with Pallas Capital Advisors, LLC and previously worked at Compass and Fidelity in various advisory roles. Pallas Capital Advisors is a multi-team SEC-registered investment adviser managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, focusing on a long-term, fiduciary investment approach using ETFs, mutual funds, individual securities, and alternative investments.

Jeffrey Silvieus is a financial advisor at Santander Securities LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Santander since 2016. Prior to that, he worked at Merrill for one year. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Jeffrey Campbell is a financial advisor with Capital Analysts, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2004. Outside of his advisory role, he is an owner and treasurer of Concept Hockey Position, a company offering hockey programs and coaching for college and youth players. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm provides portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network and combines discretionary investment management with advisor-managed and third-party solutions.

Bernard Braudis is a financial advisor at Soltis Investment Advisors, LLC with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Principal Street Partners and Greenwich Investment Management. Bernard also periodically consults fintech companies on user experience, data integrations, and potential enhancements. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to individuals, institutions, trusts, and retirement plans. The firm employs a disciplined investment process combining Modern Portfolio Theory with quantitative and qualitative manager analysis and manages approximately $13 billion in client assets.

Brian Hill is a ChFC® with 38 years of experience in the financial services industry. He has been with Capital Analysts since 1988 and also holds a long tenure at Lincoln Investment and John Hancock Mutual Life Insurance Company. In addition to advisory work, he is involved in life insurance sales. 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 and retirement-plan advice through a network of independent advisors and internal programs, utilizing both discretionary and non-discretionary investment approaches supported by an in-house research team.

Robert Dolan is a financial advisor with Trilogy Capital, Inc. based in Hingham, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at LPL Financial Corporation and Wells Fargo Clearing. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plans, offering investment management, financial planning, and retirement-plan consulting. The firm employs a strategic, globally diversified approach with risk-based portfolios and includes in-house tax planning and sub-advisory support.

Robert Loporto is a financial advisor with Diversify Advisory Services, LLC and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Commonwealth Financial and Axial Financial Group. Loporto serves as a Town Meeting Representative for the Town of Dedham. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and family office services, using a tactical diversification approach tailored to client goals and risk tolerance.

Steven Dubin is a financial advisor with Capital Analysts in Braintree, MA, holding a Series 63 designation and over 49 years of industry experience. He has been affiliated with Capital Analysts and related entities since 1975 and also co-owns Williams & Dubin, a financial services and insurance firm providing life insurance, disability, annuities, and other compensation-related products. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a combination of discretionary and non-discretionary investment approaches supported by an in-house research team and nationwide network of independent advisors.

Oscar Bunting is a financial advisor at Coastal Bridge Advisors with a Series 65 designation and one year of industry experience. Prior to joining Coastal Bridge Advisors, he worked at One Charles Private Wealth and has a background in education, including roles at the University of Massachusetts Amherst, Phillips Academy, Andover High School, and a middle school. Coastal Bridge Advisors serves individuals, family offices, trusts, estates, foundations, and qualified retirement plans with financial planning, consulting, and wealth management services. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and offers specialized advisory services including retirement plan consulting, HSA investment management, and assistance with various lending options through third-party institutions.

Cheryl Bush is a Series 65-licensed financial advisor with Prosperity Capital Advisors and has two years of industry experience. She has previously worked at Retirement Income Strategies, LLC dba Dellelo Wealth Management and NEXT Financial. In addition to her advisory role, Ms. Bush is a licensed insurance agent and also assists with tax preparation services through Shovel Town Tax. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies with access to mutual funds, ETFs, SMAs, and alternative solutions.

Seth Buckley is a CFP® with 35 years of industry experience, currently serving at ValMark Advisers, Inc. since 2013. His prior roles include positions at ValMark Securities, Inc., Pinnacle Financial Group, and M HOLDINGS SECURITIES, Inc. He is also President and Owner of Buckley Financial, an insurance sales business. 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 primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Todd Bragg is a financial advisor with Capital Analysts in Braintree, MA, holding a Series 66 designation and over 20 years of industry experience. He has worked at Lincoln Investment since 2012 and with Capital Analysts of New England since 2004. Outside of his advisory role, he manages a Cape Cod vacation property as a landlord. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and businesses. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and an in-house investment team that uses a proprietary mutual-fund screening process to construct model portfolios.

Michael O'Callaghan is a CFP® with 33 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He has worked at LaSalle St. Securities since 2016 and has been president of Harvest Financial Group LLC since 2006, providing financial advisory and planning services. His prior experience includes a role at Cantella & Co., Inc. from 2003 to 2006. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary portfolio management, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, with a notable emphasis on non-discretionary asset management.

Ryner Gorowsky is a financial advisor at Pallas Capital Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services Inc. outside of his current roles. In addition to his advisory work, he assists as a server at The Broadway restaurant in South Boston. Pallas Capital Advisors is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm serves individuals, trusts, estates, and retirement plans with a primarily long-term, fiduciary investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments.

Jason Hughes is a financial advisor with Pallas Capital Advisors, LLC and holds a Series 66 designation. He has five years of industry experience, including roles at Purshe Kaplan Sterling Investments, Inc. and Triad Advisors LLC. Outside of his advisory work, he coaches a middle school club lacrosse team. Pallas Capital Advisors is an SEC-registered multi-team firm managing approximately $4.3 billion and serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers long-term, customized wealth management services that include discretionary investment management, financial planning, family office services, and retirement plan advisory.

Kevin Morrissey is a financial advisor at NorthCoast Asset Management LLC with 16 years of industry experience. He has held roles at Kovitz Investment Group Partners, Connectus Wealth, Lido Advisors, and Grimes & Company. Morrissey holds Series 63 and Series 66 licenses. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, institutional clients, and intermediaries. The firm uses a quantitatively based, systematic investment approach, offering a range of strategies including equity, fixed income, options-defined outcome overlays, and alternative interval funds.

Richard Wilson Jr. is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes positions at Aegis Capital Corp and Du Pasquier & Co., Inc. before joining A.G.P. in 2021. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services with an emphasis on international investing and manages pooled vehicles and private funds alongside its brokerage operations.

Thomas Hoffman is a Series 63 licensed advisor with Capital Analysts in Braintree, MA, bringing 40 years of industry experience. He has been with Capital Analysts since 1985 and concurrently worked at Lincoln Investment since 2012. Hoffman is involved in various community activities, including serving as founding board member and treasurer of the South Shore Special Needs Athletic Partnership and participating in local veterans' support organizations. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and proprietary investment research.

Charles Evangelakos is a financial advisor at Pallas Capital Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Triad Advisors, GWM Advisors, and Lincoln Financial Advisors Corporation. Outside of his advisory role, he serves as a trustee and finance committee member at Chapel Hill Chauncy Hall School and is a member of the professional advisors committee at the Brookline Community Foundation. Pallas Capital Advisors is a multi-team SEC-registered investment adviser managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, employing a primarily long-term, fiduciary investment approach across a range of asset classes.