Rafael Reyes is a financial advisor with SHP Wealth Management, LLC in Plymouth, MA, holding a Series 65 license and four years of industry experience. Prior to joining SHP Wealth Management, he worked at Adviser Investments and Waddell & Reed Financial Advisors. He is also an insurance agent at SHP Financial, LLC, where he sells and services life insurance and fixed annuities. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension plans, charities, and corporations. The firm customizes investment policies, manages discretionary trading, and incorporates fundamental, cyclical, and modern portfolio theory with a long-term investment approach.

Buckey Wilson is a financial advisor at Santander Securities LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Santander Securities and Santander Bank since 2017. Prior to his financial services career, he worked for nearly two decades in the CUSD 187 school district. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and delivers investment advice through a managed-account platform featuring third-party managers and centralized implementation.

Jarad Minsky is a CFP®-certified financial advisor with 20 years of industry experience, currently with Diversify Advisory Services, LLC. He has held roles at Commonwealth Financial Network and has been the owner of Minsky Financial Group, LLC. Outside of advisory work, he manages Minsky Financial Group, a private entity facilitating advisory and insurance business. Diversify Advisory Services serves a broad client base including individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification investment approach with individualized asset allocation and offers a variety of portfolio management options and fee structures to suit different client needs.

Aaron Foley is a financial advisor at Santander Securities LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2019, as well as at Citizens Securities, Inc. from 2015 to 2019. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products.

Anthony Finocchiaro is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, holding a Series 65 credential with six years of industry experience. His prior roles include positions at Pinnacle Private Wealth, LLC, MassPay, and F&B Produce. SHP Wealth Management serves individuals, pension and profit-sharing plans, charities, and corporations by providing portfolio management, financial planning, and pension consulting. The firm also supports other investment advisers through sub-advisory services and licensing model portfolios, employing a customized Investment Policy Statement and a combination of fundamental, cyclical, and modern portfolio theory in its investment approach.

Jennifer Goddard is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Minsky Financial Group, Doyle & Minsky Financial, and Eagle Strategies. She has also maintained long-term involvement with Hunter Pace Consignment and Levaland Farm LLC outside the financial sector. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm uses a tactical diversification approach with individualized asset allocation and offers various portfolio management and consulting services tailored to client goals.

James Rafeld is a financial advisor at Alera Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Financial Engines Advisors L.L.C. for 11 years. Rafeld serves as an officer and director of American Legion Post 7 in Easton, Massachusetts. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a mix of internal management, affiliate platforms, and independent managers with a focus on mutual funds, ETFs, equities, and fixed income, serving both retail investors and plan sponsors.

Paul Kittredge is a financial advisor at SHP Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has been with SHP Financial and its affiliated firms since 2021. Outside of advisory services, he is also involved in insurance sales focusing on annuities and life insurance. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals—including high-net-worth clients—pension and profit-sharing plans, charities, and corporations. The firm customizes Investment Policy Statements, takes discretionary trading authority, and applies fundamental, cyclical, and modern portfolio theory with a long-term trading approach.

Christopher Donovan is a financial advisor at Diversify Advisory Services, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Eagle Strategies (NY Life) and Harding Financial & Insurance. He also works as an independent contractor brokering non-registered insurance products with outside carriers. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a range of portfolio management and consulting services tailored to client goals and risk tolerance.

Shauna Kehrmeyer is a Series 66-licensed financial advisor at Capital Analysts with seven years of industry experience. Her previous roles include positions at Lincoln Investment LLC and Equitable Bank. She also serves as Director of Client Services for Marshall Wealth Management, assisting with client service operations. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, and institutional clients, providing portfolio management through both discretionary and non-discretionary approaches. The firm supports its services with an in-house Investment Management & Research team and a nationwide network of independent advisors.

Emily Richard is a CFA® charterholder and holds a Series 66 license with three years of industry experience. She is currently an advisor at Pallas Capital Advisors, LLC, having previously worked at JP Morgan Private Bank, Liberty Mutual Investments, and Loomis Sayles & Company. Outside of her financial advisory role, she is an owner and partner of Diamond Odyssey, LLC, an art business focused on international travel and oil painting sketching. Pallas Capital Advisors is a multi-team SEC-registered firm managing approximately $4.3 billion, serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, primarily long-term wealth management services including discretionary investment management, financial planning, family office services, and retirement plan advisory.

Marci Lucier is a financial advisor at SHP Wealth Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at SHP Wealth Management since 2021. Outside of her advisory role, she coaches adult competitive water rowing at the Duxbury Bay Maritime School. SHP Wealth Management provides portfolio management, financial planning, and pension consulting for individuals, pension plans, charities, and corporations. The firm also acts as a sub-adviser and licenses model portfolios to other RIAs, using customized Investment Policy Statements and a long-term investment approach based on fundamental, cyclical, and modern portfolio theory.

Michael Damon is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. His career includes 14 years at Lincoln Investment and ongoing roles at Damon Diodati, Inc., a CPA firm providing accounting and tax services, where he is a co-owner. He also serves as treasurer and board member of the River Point Homeowners Association in Pembroke, MA. RFG Advisory offers investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm employs discretionary management strategies utilizing model portfolios, third-party platforms, and retirement technologies, and provides access to alternative investments and annuity platforms.

Thomas Fadden is a financial advisor at Simplicity Wealth with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Foundations Investment Advisers, Independent Trust Wealth Management LLC, Citizens Securities, Inc., and Cco Investment Services Corp. Outside of his advisory role, Fadden serves as an adjunct professor teaching business classes at Quincy College. Simplicity Wealth offers advisory services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and integrates advisory services with technology solutions and a third-party model manager platform for other advisors.

Ali Laflamme is a financial advisor at Pallas Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments, UBS Financial Services, TD Ameritrade, and Scottrade. At Pallas Capital Advisors, he serves as Director of Operations, overseeing client requests, account openings, operations team management, client reporting, and trade execution. Pallas Capital Advisors is a multi-team SEC-registered investment adviser managing approximately $3.2 billion across 1,118 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, utilizing a primarily long-term, fiduciary approach with diversified portfolios including ETFs, mutual funds, stocks, bonds, and alternative investments.

Merrie Leighton is a financial advisor at Capital Analysts with 44 years of industry experience. She has been with Capital Analysts since 1981 and also works with Lincoln Investment. In addition to her advisory role, she is involved in sales of group life, disability, and health insurance, as well as fixed insurance and annuity sales that include needs analysis, estate planning, and financial planning. 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 and retirement-plan advice through a combination of discretionary in-house investment management and advisor-managed solutions, supported by a proprietary mutual fund screening process and institutional partnerships.

Todd Vandam is a financial advisor at Pallas Capital Advisors, LLC with a Series 65 designation. He has over 31 years of industry experience, having previously worked at Loomis Sayles & Company from 1994 to 2025. Pallas Capital Advisors is a multi-team SEC-registered advisory firm managing approximately $4.3 billion and serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers wealth management services that include discretionary investment management, financial planning, family office services, and investment consulting, utilizing a primarily long-term and customized investment approach.

Paul Kilday Jr. is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes roles at Guardian Life and Guardian Investor Services, LLC. He is also involved as a producer with Triple V, Inc., doing business as Marshall Wealth Management. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management through discretionary and non-discretionary approaches, leveraging proprietary tools and a nationwide network of independent advisors.

Ronald De Feo is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 65 licenses and with 36 years of industry experience. He has worked at Santander Securities since 2012 and has been affiliated with Santander Bank, NA since 2004. 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 and financial planning services through a managed-account platform, with a notable affiliation to Santander Bank, N.A.

Edward Finocchiaro is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Innovation Partners LLC, Applied Capital, LLC, Multi-Funds, LLC, and Samuels Chase & Co., Inc. He is also a partner with Alpha Partners. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting, with an emphasis on non-high-net-worth individuals. The firm offers customized portfolio construction and monitoring, often using discretionary authority, and provides access to third-party investment advisors through referral arrangements.