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 and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Guardian Life and Lincoln Investment. Outside of his advisory work, he is a producer with TRIPLE V, Inc., doing business as Marshall Wealth Management. Capital Analysts serves a mix of retail and institutional clients, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm combines discretionary investment management by an in-house team with third-party offerings and emphasizes fiduciary responsibility in retirement and tax-advantaged accounts.

George Clarke is a financial advisor with Great Valley Advisor Group, LLC, holding the PFS™ designation and Series 66 license, with 24 years of industry experience. He has worked at LPL Financial and Holbrook Cooperative Bank and currently provides investment advisory services through US Financial Advisors, LLC. Clarke serves on the Board of Directors for Friends of Milton Crew, Inc., a community and charitable organization, and also holds roles on the boards of Abington Bank. 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 management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers or sponsored platforms.

Jacob Clark is a financial advisor at ValMark Advisers, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Trove Private Wealth and WIS International. Clark also has experience assisting lead advisors with planning and data preparation at Trove Private Wealth. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing a combination of mutual funds, ETFs, and separate-account managers.

Jordan Lee is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with two years of industry experience. He holds a Series 66 designation and has worked previously at Hub Pen and LYC Financial Group. Jordan serves as a trustee of the Krawshaw Family Trust alongside his siblings. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, including third-party manager selection and monitoring, emphasizing a predominance of non-discretionary asset management.

Camden Newton is a financial advisor at Pallas Capital Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at GWM Advisors, LLC and PNC Bank. 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, employing a primarily long-term, fiduciary investment approach.

Shannon Smith is a CFP® professional with 18 years of experience in the financial services industry. She is currently a financial advisor at Pallas Capital Advisors, LLC and has previously worked at UBS Financial Services, Inc. for 14 years. 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, retirement plan advisory, and family office services, employing a primarily long-term, fiduciary approach that includes ETFs, mutual funds, individual securities, and alternative investments.

David Henry is a CFA® charterholder with seven years of experience in the financial services industry. He is currently with The Patriot Financial Group, LLC and has held roles at firms including Mass Mutual Life Insurance and H&R Block. Outside of his advisory work, he serves as a non-compensated board member and investment committee participant for Northeast Arc and Essex County Community Foundation, and acts as an innkeeper for a seasonal lodging business. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, utilizing a variety of investment strategies and options while employing both internal and third-party managers.

Thomas Lally is a CFP® with 14 years of industry experience, currently with Great Valley Advisor Group, LLC. He has held positions at U.S. Financial Advisors, LLC, LPL Financial, LLC, and U.S. Wealth Management. His other business activities include providing administrative support to Great Valley Advisor Group. 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, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party platforms.

Andrew Krout is a financial advisor at Pallas Capital Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has previously worked at De Groote Financial Group, LLC and Kelly Financial Services LLC. Pallas Capital Advisors LLC 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, retirement plan advisory, and family office services, employing a primarily long-term fiduciary approach with diversified portfolio construction.

Kevin Morse is a financial advisor with Capital Analysts, Incorporated in Braintree, MA, holding Series 63 and Series 66 registrations and 35 years of industry experience. He has been with Capital Analysts since 1991 and also maintains roles at Pinnacle Study Group as Treasurer and provides tax preparation and insurance services as a sole proprietor. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm’s investment approach combines discretionary management by an in-house team using a proprietary screening process with non-discretionary advisory services.

Caleb Procaccini is a Series 66-credentialed advisor with ValMark Advisers, Inc. in Plainville, MA, and has one year of industry experience. His prior work includes roles at Trove Private Wealth and Leigh Baldwin and Company, LLC. Outside of finance, he has involvement with youth lacrosse through the Nemasket Riverhawks. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizes proprietary and third-party platforms, and offers investment-company products and index licensing arrangements.

Richard Mullen is a financial advisor with Pallas Capital Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at several notable firms including UBS Financial Services, Morgan Stanley, and Triad Advisors. Outside of his advisory role, Mullen is the founder and investor of ProStairs Fitness LLC, a fitness equipment manufacturer. Pallas Capital Advisors is an SEC-registered multi-team 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 solutions that include discretionary investment management, financial planning, family office services, and retirement plan advisory.

Steven Galavotti is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 credential and bringing 15 years of industry experience. Prior to joining Mutual of Omaha in 2019, he worked at Edward Jones and Merrill. He serves on the Board of Directors at Southcoast YMCA and is a silent partner in two car wash businesses. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through a platform relationship with Envestnet. The firm supports a range of clients with access to third-party money managers and retirement plan consulting.

Francesco Conidi is a CFP® professional with 23 years of industry experience, currently advising at CliftonLarsonAllen Wealth Advisors, LLC since 2021. His prior experience includes roles at Charles Schwab and Charles Schwab Bank SSB between 2009 and 2021. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation using model portfolios with active and passive mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Bryan Gravel is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked with Flagship Harbor Advisors and LPL Financial since 2016. Gravel is also licensed to sell non-variable insurance products, including disability, life, LTC, and fixed annuities. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a range of investment strategies including fundamental and technical analysis across mutual funds, ETFs, individual securities, and managed accounts.

Lindsay Garrahan is a financial advisor at Modera Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Modera, she worked at RMR Group and Ameriprise Financial. Her background includes roles outside finance at the Utah Arts Festival and the Humane Society of Utah. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines a diversified investment strategy based on Modern Portfolio Theory with in-house accounting and tax services, supporting approximately $17.7 billion in assets under management across more than 100 advisors.

Ellis Pfahl is a CFP® credentialed financial advisor with seven years of industry experience. He is currently with The Patriot Financial Group, LLC and has prior experience at Cetera Financial Specialists LLC and Securities America, Inc. Outside of investment advising, Pfahl is involved in insurance sales through McGrath Insurance Brokerage Inc. The Patriot Financial Group offers investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, utilizing a range of investment options and monitoring accounts through multiple analysis techniques.