Daniel Marnik is a financial advisor at Apollon Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance Associates, INC., Brookline Bank, Infinex Investments, Inc., and Citizens Securities, Inc. Outside of finance, he owns and operates High Voltage Paintball on weekends. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, employing a combination of centrally managed strategies and locally managed portfolios across various asset classes.

Dale Sarpard is a Series 65-licensed financial advisor with nine years of industry experience, currently serving as Vice President of Wealth Management at Trilogy Capital, Inc. He previously worked at LPL Financial and National Planning Corporation. In addition to his advisory role, he is involved with Trilogy Financial Services as a wealth advisor and insurance agent. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach with in-house and third-party models, integrates real estate considerations into advanced planning, and offers a range of portfolio management and consulting services.

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® professional with 26 years of experience in financial advising. He is currently with Capital Analysts and has worked with Lincoln Investment since 2012. Outside of his advisory role, he serves as 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 retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers portfolio management through both discretionary and non-discretionary approaches, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships to support a range of investment and retirement-plan services.

Karen Sullivan is a financial advisor with Fortis Capital Advisors, LLC, holding a Series 65 designation and three years of industry experience. She has held roles at Fortis Capital Advisors, Belpointe Asset Management, and McAdam LLC, and previously worked in education for several years. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm offers customized advice using a variety of investment strategies, including ESG options, and manages $1.615 billion in discretionary assets as of December 31, 2025.

Sara Kappos is a CFP® with 12 years of experience in the financial industry. She is currently with The AmeriFlex Group and has previously worked with Commonwealth Financial Network and Blue Hills Wealth Management, where she holds a vice president position focused on insurance, benefits, and human resources. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies using model asset allocations, discretionary and non-discretionary manager relationships, and various wrap program solutions.

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.

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 has been with Santander Securities and Santander Bank since 2016 and previously worked at Merrill in 2015-2016. He holds Series 63 and Series 65 designations. 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 63 and Series 66 licenses and has worked at firms including Principal Street Partners and Greenwich Investment Management. Outside of his advisory role, he consults fintech companies on user experience, data integrations, and potential enhancements. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm combines Modern Portfolio Theory with quantitative screening and qualitative manager due diligence, offering a diverse range of investment options and regular client communications.

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.

Bradley Parillo is a financial advisor at SHP Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at SHP Financial, LLC, NYLife Securities LLC, and New York Life Insurance Company. 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 acts as a sub-adviser and licenses model portfolios and research to unaffiliated RIAs, using a customized investment policy statement and a long-term trading orientation based on fundamental, cyclical, and modern portfolio theory.

Robert Dolan is a financial advisor with Trilogy Capital, Inc. in Hingham, MA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has worked with LPL Financial Corporation and Flagship Wealth Management during his career. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm utilizes a risk-based, diversified asset allocation approach with both in-house models and third-party sub-advisors, incorporating fundamental and technical analysis alongside non-traditional investment instruments when appropriate.

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.