Jeffrey Silvieus is a financial advisor with Santander Securities LLC in Abington, MA, holding Series 65 and Series 63 registrations and bringing 11 years of industry experience. He has been with Santander Securities and Santander Bank since 2016. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Robert Dolan is a financial advisor with Trilogy Capital, Inc. in Hingham, MA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has worked with LPL Financial Corporation and Flagship Wealth Management during his career. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm utilizes a risk-based, diversified asset allocation approach with both in-house models and third-party sub-advisors, incorporating fundamental and technical analysis alongside non-traditional investment instruments when appropriate.

Oscar Bunting is a financial advisor at Coastal Bridge Advisors with a Series 65 designation and one year of industry experience. Prior to joining Coastal Bridge Advisors, he worked at One Charles Private Wealth and has a background in education, including roles at the University of Massachusetts Amherst, Phillips Academy, Andover High School, and a middle school. Coastal Bridge Advisors serves individuals, family offices, trusts, estates, foundations, and qualified retirement plans with financial planning, consulting, and wealth management services. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and offers specialized advisory services including retirement plan consulting, HSA investment management, and assistance with various lending options through third-party institutions.

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.

Seth Buckley is a CFP® with 35 years of industry experience, currently serving at ValMark Advisers, Inc. since 2013. His prior roles include positions at ValMark Securities, Inc., Pinnacle Financial Group, and M HOLDINGS SECURITIES, Inc. He is also President and Owner of Buckley Financial, an insurance sales business. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

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.

Michael O'Callaghan is a CFP® with 33 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He has worked at LaSalle St. Securities since 2016 and has been president of Harvest Financial Group LLC since 2006, providing financial advisory and planning services. His prior experience includes a role at Cantella & Co., Inc. from 2003 to 2006. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary portfolio management, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, with a notable emphasis on non-discretionary asset management.

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.

Richard Wilson Jr. is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Aegis Capital Corp and Du Pasquier & Co., Inc. Wilson has been with his current firm since 2021. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services through an open-architecture model that includes internally managed strategies, co- and sub-advisory relationships, and both discretionary and non-discretionary mandates.

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.

Theodore Provo is a financial advisor at The Patriot Financial Group, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Babson College, Provo Wealth Management, Worcester Polytechnical Institute, Quinsigamond Community College, and St Johns High School. Outside of advising, he serves as a Notary Public. 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 constructs customized portfolios using a variety of securities and analytical methods and manages approximately $2.4 billion across 37 advisors.

Daniel Montgomery is a financial advisor at Mission Wealth Management, LP, holding a Series 65 credential with two years of industry experience. Prior to joining Mission Wealth, he worked at Plante Moran Financial Advisors and has held positions at the University of Dayton, One Lincoln Park, and Kettering City Schools. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized, long-term wealth management and financial planning strategies using a diverse range of investment vehicles, including ETFs, mutual funds, individual securities, and alternative assets.

Charles Evangelakos is a financial advisor at Pallas Capital Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Triad Advisors, GWM Advisors, and Lincoln Financial Advisors Corporation. Outside of his advisory role, he serves as a trustee and finance committee member at Chapel Hill Chauncy Hall School and is a member of the professional advisors committee at the Brookline Community Foundation. 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 across a range of asset classes.

Micheline Dagher is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. She has worked at Foundations Investment Advisors since 2018 and previously spent six years at Kelly Financial Services. Dagher also conducts insurance and annuity sales through her own firm, Dagher Financial. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a range of analytical approaches and model portfolios, offering both discretionary and non-discretionary advisory services through a large network of affiliated representatives.

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.

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.

Gerald Dufault is a Certified Financial Planner (CFP®) with 39 years of industry experience. He is currently with The Patriot Financial Group, LLC and has previously worked at Cetera Financial Specialists LLC, Securities America Inc., Bay State Savings Bank, and LPL Financial LLC. He is also the owner of Rollover Advisory Services, LLC, which provides expense management services. The Patriot Financial Group serves a diverse client base including individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management, financial planning, and retirement plan advisory services, combining fundamental and technical analysis with a broad range of investment options.