Will Young is a financial advisor with Mutual of Omaha Investor Services, Inc. in Braintree, MA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his current role, he was affiliated with Mutual of Omaha Insurance Company and has experience in educational roles at Iowa State University and Coe College. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platforms such as Envestnet and Pershing and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

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. Prior to joining Apollon Wealth Management in 2024, he worked at Royal Alliance Associates, Inc., Brookline Bank, Infinex Investments, Inc., and Citizens Securities, Inc. Outside of financial advising, he owns and operates High Voltage Paintball. Apollon Wealth Management serves a diverse client base including individuals, families, businesses, and charitable organizations. The firm offers comprehensive advisory services and employs a multi-layered investment process that integrates fundamental and tactical strategies, tax-aware tools, and independent sub-managers.

Martin Higgins is a CFP® and ChFC® with 48 years of industry experience, all of which he has spent at Mutual of Omaha Investor Services, Inc. in Bonita Springs, FL. In addition to his advisory role, he is the author of a book on gifting and conducts related presentations and book signings. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts through a network of Investment Advisor Representatives.

Andrew Rodriguez is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been associated with Mutual of Omaha Investor Services since 1981 and Mutual/United of Omaha since 1989. Outside of his advisory role, he is also active as a licensed insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, working primarily through its network of Investment Advisor Representatives who recommend approved model portfolios and managers.

Christopher Duffy is a CFP® with 26 years of industry experience, currently serving at Capital Analysts and Lincoln Investment. He has held leadership roles at Capital Analysts of New England, including president, and also works as a life insurance agent. Outside of his advisory and insurance activities, he is vice chair of planned giving for the South Shore Hospital Charitable Foundation. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, leveraging an in-house investment management team and proprietary screening processes, with affiliations that support a range of advisory and outside business activities.

Joffrey Smith is a CFP® and ChFC® with 22 years of experience in the financial services industry. He is currently with The Patriot Financial Group, LLC in Worcester, MA, where he has worked since 2014. His prior experience includes roles at LPL Financial LLC, Securities America, Inc., and Cetera Financial Specialists LLC. Outside of financial advising, he is the CEO of an insurtech company, Concordia Exchange, Inc., and serves on multiple nonprofit boards, including the Worcester Art Museum and the Estate and Business Planning Council of Worcester County. 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 range of securities and conducts regular account reviews, managing approximately $2.4 billion across 37 advisors.

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 work, he serves as president of the Clifford H Marshall Foundation, a charitable organization focused on fundraising for an elementary school. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management utilizing in-house research and model portfolios, with a distinctive approach that includes affiliations with Lincoln Investment and a range of outside business activities by its advisors.

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 Campbell is a financial advisor at Capital Analysts with 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2004. Outside of his advisory work, he owns and helps operate a company that offers hockey programs and coaching for college and youth players. Capital Analysts serves a diverse client base including individuals, retirement plans, trusts, and corporate clients, providing portfolio management through both discretionary and non-discretionary programs supported by an in-house investment research team.

Brian Hill is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with Capital Analysts since 1988 and holds additional roles at Lincoln Investment and John Hancock Mutual Life Insurance Company. He is also active as an insurance agent, focusing on life insurance marketing to clients. Capital Analysts serves a wide range of clients including individuals, high-net-worth investors, retirement plans, trusts, and corporate entities. The firm offers discretionary and non-discretionary portfolio management, with investment decisions supported by an in-house research team and a proprietary mutual fund screening process.

Steven Dubin is a financial advisor with Capital Analysts who holds a Series 63 designation and has 49 years of industry experience. He has worked with Lincoln Investment since 2012 and has been involved with Williams & Dubin and various Capital Analysts entities dating back to 1975. Outside of his advisory role, he owns and operates Williams & Dubin, a financial services and insurance firm specializing in life insurance, disability, health products, and supplemental compensation programs. 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 through multiple programs, supported by an in-house investment team that utilizes proprietary screening methods and model portfolios.

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.

Todd Bragg is a financial advisor with Capital Analysts in Braintree, MA, holding a Series 66 credential and possessing 20 years of industry experience. He has worked with Lincoln Investment since 2012 and has been affiliated with Capital Analysts of New England since 2004. Outside of his advisory role, he manages a Cape Cod vacation house rental. Capital Analysts serves a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers portfolio management through discretionary and non-discretionary programs and utilizes an in-house Investment Management & Research team that operates model portfolios and a proprietary mutual-fund screening process.

Paul Careau is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been affiliated with Bolton Global Capital since 2008 and Bolton Global Asset Management since 2022. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm employs an IAR-driven approach that tailors portfolios to client goals and risk tolerance, utilizing a mix of mutual funds, ETFs, equities, and fixed income with a long-term orientation and tactical flexibility.

David Mclaren is a financial advisor with The Patriot Financial Group, LLC, based in Shrewsbury, MA, and holds over 10 years of industry experience. He has been with The Patriot Financial Group since 2015 and also serves as president and CPA for McLaren and Associates, CPAs, PC, an accounting firm specializing in tax strategies, forensic accounting, business valuations, and profit improvement consulting. 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, and manages approximately $2.4 billion across 37 advisors.

Randy Ball is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Santander Securities and Santander Bank since 2015. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and oversight through its clearing custodian.

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 the Series 66 designation. He has four years of industry experience and previously worked at Triad Advisors LLC and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory work, Hughes coaches a middle school club lacrosse team. 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, and family office services, focusing on a long-term, fiduciary investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Thomas Hoffman is a Series 63-registered financial advisor with Capital Analysts, where he has worked since 1985, accumulating 40 years of industry experience. He has also been affiliated with Lincoln Investment since 2012. Hoffman is a founding board member and treasurer of the South Shore Special Needs Athletic Partnership, a nonprofit supporting special needs individuals. Additionally, he holds various community roles, including involvement with youth football and local veterans’ organizations. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management through a variety of programs and custom portfolios. The firm’s investment decisions are guided by an in-house research team using proprietary screening processes and it maintains affiliations with Lincoln Investment and Pershing/BNY to enhance client service options.

Sean Moynihan is a financial advisor with The Patriot Financial Group, LLC in Norfolk, MA, holding a Series 66 designation and nine years of industry experience. He has worked at firms including Cetera Financial Specialists LLC, Securities America, Inc., and LPL Financial, LLC. Outside of his advisory role, Moynihan is a national trustee for the Foundation Fighting Blindness and owns a screenwriting business. The Patriot Financial Group offers 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 investment strategies, managing approximately $2.4 billion across 37 advisors.