Steven Galavotti is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 credential and 14 years of industry experience. He previously worked at Edward Jones for seven years before joining Mutual of Omaha in 2019. Outside of advising, he serves on the board of directors at Southcoast YMCA and is a silent partner in two car wash businesses. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through a platform relationship with Envestnet. The firm supports a range of investment options and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Francesco Conidi is a CFP® professional with 23 years of industry experience, currently advising at CliftonLarsonAllen Wealth Advisors, LLC since 2021. His prior experience includes roles at Charles Schwab and Charles Schwab Bank SSB between 2009 and 2021. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation using model portfolios with active and passive mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Timothy Duggan is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill Lynch and has experience in financial planning and investment advisory roles. Outside of his primary role, he is involved with Veritas Boston Wealth Management as a private wealth advisor. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, nonprofits, corporations, and institutions, offering financial planning and portfolio management through customized and model portfolios. The firm provides access to multiple platforms, third-party managers, and alternative investments, supported by integrated services through its affiliation with SEI.

Jackson Roberts is a Series 65 licensed financial advisor at Pallas Capital Advisors, LLC with two years of industry experience. Prior to joining Pallas Capital Advisors, he worked at Raymond James & Associates and has held roles at Tulane University, the Town of Nantucket, and The Roxbury Latin School. 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 primarily using a long-term, fiduciary investment approach.

Kristen Noonan is a financial advisor at Capital Analysts with two years of industry experience. She holds a Series 66 designation and previously worked at Citizens Bank and Citizens Securities, Inc. Outside of her advisory role, she serves as a sales assistant for Triple V, Inc., doing business as Marshall Wealth Management. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and offers various advisory and investment options tailored to client needs.

Robert Allen is a financial advisor at Gibbs Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Harper Wealth Management, Harper Financial Associates, and Star Technology. Outside of advisory roles, he is the sole manager of Harper Financial Associates, a life insurance and annuity sales business. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through advisor-directed model portfolios sourced from third-party platforms and strategists, focusing on matching portfolios to clients’ financial situations, goals, and risk tolerance.

Christopher Eklund is an investment adviser representative with RFG Advisory, LLC and holds a Series 66 designation. He has 14 years of industry experience and is the owner and founder of Powder Point Wealth Management, where he has worked since 2016. Prior to joining RFG Advisory, he spent a decade at Lincoln Investment. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a blend of actively managed and passive strategies, direct indexing, and tax-aware approaches, with a range of investment solutions including proprietary models, alternative investments, and annuity management.

Sean Cragan is a financial advisor at F L Putnam Investment Management Co. with 17 years of industry experience. He holds the CFP® designation and a Series 65 license. Prior to joining F L Putnam in 2023, he worked at SVB Wealth LLC and Boston Private Wealth LLC. F L Putnam serves individual and institutional clients, offering a range of investment management and consulting services. The firm employs customized portfolios that combine internally managed and third-party strategies across multiple asset classes within a strategic asset allocation framework.

Erik Hacker is a ChFC® credentialed advisor with 29 years of industry experience, currently affiliated with Capital Analysts in Braintree, MA. He has worked at Capital Analysts since 1998 and Lincoln Investment since 2012, with prior experience at John Hancock Mutual Life Insurance Co. His other business activities include providing insurance sales and consultation. Capital Analysts serves individual and institutional clients through discretionary and non-discretionary portfolio management, offering model and custom portfolios managed by an in-house Investment Management & Research team. The firm collaborates closely with Lincoln Investment and provides a range of advisory services including retirement plan consulting and access to third-party managers.

Gregory Boyle is a financial advisor at Pallas Capital Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services Inc, GWM Advisors, LLC, and Triad Advisors LLC. Outside of his advisory role, he is involved in life insurance settlements as an agent. 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 offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, focusing on a long-term fiduciary approach using a diversified range of investment vehicles.

Sean Oneil is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Fortis Capital Advisors since 2024 and previously spent over a decade at McAdam LLC and Purshe Kaplan Sterling Investments. Sean also provides fixed insurance advice. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies, including discretionary management and ESG options, managing $1.615 billion in discretionary assets as of December 31, 2025.

James Sickorez is a financial advisor with ON Investment Management Company in Rockland, MA, holding Series 63 and Series 65 credentials and having 28 years of industry experience. His prior firms include Signator Investors, Inc. and OSAIC. Outside of advising, he has owned College Planning Solutions since 2003, providing private guidance counseling on high school course selection, college applications, and standardized testing. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a range of third-party investment programs alongside both discretionary and non-discretionary account management.

John Blanchard is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Lincoln Investment, Capital Analysts, and GWN Securities Inc. since 2015. Outside of his advisory role, he is involved in life insurance and annuity sales and servicing through Triple V, Inc., doing business as Marshall Wealth Management. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management utilizing proprietary research and model portfolios, offering both advisor-managed and third-party manager options.

Michael Mcneely is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 designations, and has 28 years of industry experience. His prior work includes roles at Vanderbilt Advisory Services and Cambridge Investment Research Advisors. Outside of advising, he owns a retail shop and has worked in retail and rideshare driving. Consolidated Portfolio Review is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers managed accounts, financial planning, and access to third-party sub-advisors, with investment strategies that include strategic asset allocation supported by fundamental and technical analysis.

Gregory Brogan is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles with John Hancock and Manulife John Hancock Brokerage Services prior to joining Santander. Santander Securities LLC serves a broad retail client base, managing approximately $3.14 billion in regulatory assets across about 10,800 relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily for retail investors.

Jaidah Thomas is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at CliftonLarsonAllen, LLP and the University of Connecticut. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Patrick Robinson is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior roles include positions at Lincoln Investment, Mutual of America Securities LLC, Mutual of America Life Insurance Company, and Jackson National Life Distributors LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and a proprietary mutual fund screening process, with various program options tailored to client needs.

Jennifer Brennan is a financial advisor at Stratos Wealth Advisors LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at UBS Financial Services since 2012. Brennan also serves as Director of Client Services at Veritas Boston Wealth Management, a registered investment advisor. Stratos Wealth Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, trusts, retirement plans, and institutional clients, utilizing advisor-managed programs and third-party platforms with integrated access to SEI-affiliated services.

Joseph Cullen is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor and managing director at Pallas Capital Advisors, LLC. Prior to joining Pallas in 2021, he worked for UBS Financial Services Inc. for 21 years. Outside of his advisory role, Cullen is active in the Salem Country Club, where he serves as chairperson of the Pool & Tennis Committee and is a member of the investment and by-laws committees. 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 offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, employing a primarily long-term fiduciary approach with diversified portfolio construction.

Andrew Morehouse is a financial advisor at Santander Securities LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Santander Securities and Santander Bank since 2019, as well as at Voya Financial Advisors from 2014 to 2019. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs, financial planning, tax and values overlay services, and securities-based lending, delivering investment advice through a managed-account platform with third-party managers and ongoing compliance oversight.