Cody Ward is a financial advisor at Capital Analysts with 11 years of industry experience. His prior roles include positions at Lincoln Investment and Citizens Securities, Inc. He holds Series 63 and Series 65 designations. Ward serves as a director for the Walpole Chamber of Commerce, where he participates in discussions on programming and initiatives that support local businesses. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with access to proprietary models and third-party managers, emphasizing fiduciary responsibility and customized advisory solutions.

Edward Terwilliger III is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He is currently with F L Putnam Investment Management Co. and previously worked at Foster Dykema Cabot & Partners, LLC and HighTower Securities, LLC. F L Putnam Investment Management Co. serves a diverse range of individual and institutional clients, offering investment management, financial planning, OCIO advisory, family office solutions, and consulting services. The firm employs a strategic asset allocation framework combining internally managed strategies and third-party managers, and it manages the AOG Institutional Fund, an interval fund focused on private and illiquid alternative assets.

Brian Vanhouwe is a financial advisor at Pinnacle Investments, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pinnacle Investments since 2019, following nearly a decade at Global Investment Advisors, LLC and Essex Securities LLC. Outside of his advisory work, he serves as Vice President of the North Smithfield Land Trust and is involved in catering through Mickey G’s Clam Shack. 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 institutions. The firm offers financial planning and portfolio management services using both fundamental and technical analysis, employing a range of investment vehicles and third-party managers.

Jon Loranger is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Cetera Financial Specialists LLC, Securities America, Inc., Allstate Insurance Company, MML Investors Services, and MassMutual Life Insurance Company. In addition to his advisory work, he serves as Executive Vice President of Compliance and Operations at The Patriot Financial Group Insurance Agency, LLC. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management using a variety of securities and analytical methods, managing approximately $2.4 billion across 37 advisors and sponsoring a wrap-fee program.

Matthew Breese is a financial advisor at Stephens with 18 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Piper Jaffray & Co. from 2015 to 2019. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs overseen by multiple investment committees and combines advisory services with broker-dealer and investment banking activities.

Nicholas Loring is a CFP® professional with 14 years of industry experience, currently affiliated with Kintra Wealth, LLC. His career includes roles at Legatus Wealth and his own Loring Advisory Group. He is also a co-owner of Loring Financial Planning & Investments Inc. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management, financial planning, and portfolio management services. The firm manages approximately $1.5 billion in discretionary assets and employs a model-driven investment approach combined with fundamental security analysis.

Thomas Fay is a CFA® charterholder with eight years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2019 and previously spent seven years at BNY Mellon. F.L. Putnam Investment Management Co. serves a diverse client base including individuals, institutions, foundations, and endowments, offering customized investment management and consulting services. The firm employs a strategic asset allocation framework that incorporates internally managed strategies, third-party managers, and selective use of AI tools to support—but not replace—human investment decisions.

Kevin McGrath is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Cetera Financial Specialists LLC, Securities America, Inc., and Cambridge Investment Research Advisors, Inc. He is also the owner and treasurer of McGrath Insurance Brokerage Inc., where he has been involved in the sale of fixed insurance products since 1993. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a variety of securities and strategies, manages approximately $2.4 billion across 37 advisors, and offers services including discretionary portfolio management, retirement plan advisory, and a wrap-fee program.

Stephen Dellelo is a financial advisor at Prosperity Capital Advisors with 34 years of industry experience. He holds the ChFC® designation and has worked at NEXT Financial Group, Inc. for 18 years before joining Prosperity Capital Advisors. He is also the owner of Retirement Income Strategies, LLC d.b.a. Dellelo Wealth Management and the President of Shovel Town Tax, LLC, which offers tax preparation services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, corporate clients, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and offers a range of advisory and intermediary services.

Crystal Wild is a CFP® professional with 15 years of experience in the financial services industry. She is currently with Kintra Wealth, LLC and Mutual Securities, Inc., and previously worked at Commonwealth Financial Network and Loring Advisory Group. Wild is also the owner of Loring Financial Planning & Investments. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, and retirement-plan consulting. The firm integrates client-focused planning with model-driven asset allocation and fundamental security analysis, offering a range of investment strategies and specialized services such as business exit planning and sub-advisory solutions.

William Reis is a financial advisor with LPL Financial and holds the Series 66 designation. He began his advisory career in 2023 and also provides financial planning and consulting services through Northeast Planning Associates, Inc., an independent investment advisor firm. Reis serves in the U.S. Army National Guard as a Signal NCO. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of delivery options tailored to client needs.

Michael Primiani is a CFP® with seven years of industry experience, currently serving at Kintra Wealth, LLC and Mutual Securities, Inc. He previously worked at Commonwealth Financial Network, Loring Advisory Group, and Oppenheimer. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management with an investment approach that emphasizes tax efficiency and integrates planning with active and passive strategies.

Christopher Torres is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He holds Series 63 and Series 65 designations. In addition to his advisory role since 2023, he has been a partner at Taylor & Company PC, a CPA practice, since 2015. He also worked at Purshe Kaplan Sterling Investments in 2016. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and financial planning, using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income, with an emphasis on a long-term investment approach.

Christopher O'Connor is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years. His career background also includes roles outside the financial sector at 99 Restaurant and PrideStores. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program and a managed account program, operating as a broker-dealer and insurance agency with a proprietary Bank Deposit Sweep Program.

John Alessi is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Citizens Securities since 2009. Outside of his advisory role, he is involved in maintenance of a two-family rental property in Dedham, MA. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program with ETF-based portfolios and a Managed Account program, and operates as a broker-dealer and insurance agency.

Tai Nguyen is a financial advisor at Citizens Securities, Inc. with one year of industry experience. Prior to joining Citizens Securities, he worked at Citizens Financial Group for two years and has experience managing Family Nails Spa LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory and brokerage services with a mix of digital and managed account programs.

Ronald Goodman is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at Integrated Wealth Concepts since 2017 and previously at Lincoln Financial Advisors from 2014 to 2017. Goodman is also a partner in Goodman & Goodman LLC, a CPA affiliate program that he has been involved with since 2004. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing a long-term investment approach combined with tailored portfolios.

Otto Schleinkofer is a financial advisor with Integrated Wealth Concepts LLC, holding one year of industry experience. He also serves as a principal at Fernandes & Charest P.C., a CPA firm. Prior to joining Integrated Wealth Concepts, he worked at Clifton Larson Allen for five years. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing both internally managed and third-party strategies with a focus on long-term portfolio construction and customized solutions.

Matthew Buckley is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citizens Securities in various capacities since 2020, following five years at Citizens Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, such as a digital advisory program managed with SigFig and a Managed Account program, alongside brokerage and insurance services.

Monica Feyock is a financial advisor with Empower Advisory Group based in Norfolk, MA. She holds Series 63 and Series 65 licenses and has 11 years of industry experience, including roles at SmartBear Software LLC and Gwfs Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, with an investment approach that emphasizes long-term portfolio returns and regular rebalancing.