Warner Henderson is a ChFC® with over 31 years of industry experience, serving as an advisor at Aequitas Investment Advisors, LLC since 1991. He is based in Hingham, MA, and holds a Series 63 license. Aequitas Investment Advisors provides financial planning, portfolio management, and consulting services primarily to individuals, including high-net-worth clients, as well as charitable foundations and non-profit organizations. The firm’s investment approach emphasizes target asset allocation between fixed assets and equities, with a long-term buy-and-hold strategy managed on a non-discretionary, consultative basis.

Katherine Saltonstall is a CFA® charterholder with 11 years of industry experience. She is currently with Sandy Cove Advisors, LLC, where she has worked since 2014, including during its transition to its current firm structure in 2019. Katherine also spent time at Brown Advisory and Hightower Advisors, LLC. Sandy Cove Advisors serves individuals, family offices, trusts, estates, charitable organizations, and business entities, managing approximately $685 million for about 275 clients. The firm offers comprehensive wealth management services, including discretionary and non-discretionary portfolio management, financial planning, and family office support, with an investment approach that incorporates customized portfolios, quantitative screening, and the use of third-party sub-advisors.

Emily Fluke is a CFP® with 10 years of industry experience. She is currently with Sandy Cove Advisors, LLC and previously worked at firms including Hightower Advisors, LLC, Clarfeld, Citizens Securities, Inc., JP Morgan Chase Bank, n.a., J.P. Morgan Securities, and First Republic Securities Company, LLC. Sandy Cove Advisors serves individuals, family offices, trusts, estates, charitable organizations, and business entities, managing approximately $685 million for about 275 clients. The firm provides comprehensive wealth management services including portfolio management, financial planning, and family office support, employing client-specific investment policies and a range of strategies such as direct indexing and the use of third-party sub-advisors.

Ian Browning is a CFA® charterholder with 14 years at Peddock Capital Advisors, LLC and a total of 10 years in the financial industry. He is based in Braintree, MA, and works as part of a five-advisor team. Peddock Capital Advisors serves individuals, high-net-worth clients, and various institutional accounts, offering wealth management, portfolio management, retirement-plan advisory, and consulting services. The firm employs a long-term investment approach blending fundamental and technical analysis, with portfolios constructed from a range of securities including individual stocks, bonds, mutual funds, ETFs, and a “Global Macro” sleeve of liquid ETFs.

Edward Quirk is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at LPL Financial, LLC and US Financial Advisors, LLC. Quirk is involved in insurance brokerage activities through Great Valley Advisor Insurance Brokers. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, and trusts. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing a variety of in-house and third-party strategies to support its network of approximately 190 advisors.

Ross Mcwilliams is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC. Prior to joining Dakota Wealth in 2025, he spent 13 years at GW&K Investment Management, LLC. Dakota Wealth Management provides investment advisory and wealth management services to a range of clients including individuals, trusts, retirement plans, and registered investment companies. The firm constructs customized portfolios using diversified allocations across various asset classes and employs a research process that integrates fundamental, technical, cyclical, and charting analysis.

Alyson Basso is a CFP® and ChFC® with 19 years of industry experience. She is currently with The Patriot Financial Group, LLC and has held previous roles at Cetera Financial Specialists LLC, Santander Securities, LLC, and Santander Bank, NA. Outside of her advisory work, she serves on the Board of Directors for the Tri Town Council and works as an adjunct faculty member for the College for Financial Planning, delivering CFP® education courses. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, and retirement plans. The firm constructs customized portfolios using a variety of securities and employs a combination of fundamental, technical, and charting analysis, managing approximately $2.4 billion across 37 advisors.

Jason Cooper is a financial advisor with Prosperity Capital Advisors in South Easton, MA, holding the PFS™ and Series 66 designations and bringing 16 years of industry experience. He is also the owner of a CPA firm and serves in leadership roles with local youth sports organizations, including as President of the Holliston Youth Basketball Association and Vice President of the Holliston Youth Baseball and Softball Association. His prior work includes roles at Retirement Income Strategies, LLC and C2P Capital Advisory Group LLC. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, while also offering institutional services and advisory support to separate advisors.

Richard Ropelewski is a CFP® professional with 24 years of industry experience. He is currently with Great Valley Advisor Group, LLC and has previously worked at LPL Financial and U.S. Financial Advisors. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through in-house strategies and third-party managers.

Brian Donovan is a financial advisor at Zacks Investment Management, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at LBMZ Securities, Inc. and Envestnet. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis, offering a wide range of strategies and serving both direct clients and third-party advisers through model portfolios and alternative funds.

Michael O'Neil is a financial advisor at International Assets Investment Management, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Patriot Wealth Strategies, Patriot Financial Group, and Raymond James Financial Services. Since 2013, he has been the owner and president of O'Neil Wealth Services, LLC, a private label entity for financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisors. The firm offers customized, long-term portfolio management using a range of investment vehicles and may implement strategies via third-party managers or wrap programs.

Will Young is a financial advisor at Mutual of Omaha Investor Services, Inc. with one year of industry experience. He holds Series 65 and Series 63 designations. Prior to joining the firm, he has experience with Mutual of Omaha Insurance Company and has been involved 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 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.

Robert Macarthur is a CFP® professional with 32 years of industry experience, currently serving at ValMark Advisers, Inc. He has a history with Northwestern Mutual spanning over two decades and operates MacArthur Financial, LLC, focusing on executive benefits consulting. Additionally, he holds a non-voting shareholder position at Trove Private Wealth, where he contributes to wealth management and executive benefits advisory. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, incorporating both proprietary and third-party platforms and offering ongoing account monitoring and periodic reviews.

Kevin Dufault is a financial advisor at Stratos Wealth Advisors LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Stratos since 2019, following five years at Bank of America and Merrill. Outside of his role at Stratos, he is a partner at Veritas Boston Wealth Management, an investment advisory and financial planning firm. Stratos Wealth Advisors is a multi-team SEC-registered advisory firm with approximately 71 advisors and $5.57 billion in assets under management. The firm serves individuals, trusts, retirement plans, and institutional clients, offering customized portfolio management, financial planning, third-party manager programs, OCIO solutions, and insurance consulting.

Karen Sullivan is a Series 65 licensed financial advisor with Belpointe Asset Management LLC, based in Hingham, MA. She has three years of industry experience, including roles at Fortis Capital Advisors, LLC and McAdam LLC. Outside of advising, she has worked as an independent insurance agent focusing on fixed insurance sales. Belpointe Asset Management serves a diverse client base, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies ranging from passive to active and tactical approaches, combining internal and third-party management to meet client objectives.

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 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.