Warren Baum is a Series 63-licensed financial advisor with 34 years of industry experience. He has worked at Packerland Brokerage Services, Inc. since 2021 and previously spent nearly three decades with Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he is also a sole proprietor offering professional services in tax preparation, accounting, and legal matters as an attorney. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors. The firm provides financial planning, portfolio management, wrap-fee programs, and retirement-plan consulting, utilizing a combination of direct management and third-party money managers via the Hilltop/Hilltop-cleared Envestnet platform.

Anthony Mazzariello is a financial advisor with Capital Analysts in Peabody, MA, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has previously worked at Lincoln, Edward Jones, Northern Lights Distributors, W.E. Donoghue & Co., and Oppenheimer Funds Distributor. He is the president and founder of Nexus Financial Advisors, LLC, a financial services practice established to potentially recruit other advisors in the future. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm manages portfolios using discretionary and non-discretionary approaches, supported by an in-house investment management and research team, and offers a range of advisory services and model portfolios tailored to client needs.

Kent Niebuhr is a financial advisor at Capital Analysts with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Lincoln Investment since 2015 and Capital Analysts since 2022. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs supported by an in-house investment management and research team.

Mark Hemenway is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Lifeworks Advisors, LLC since 2023 and previously spent three years with Bankers Life Advisory Services and related entities. Prior to that, he was with Benevento Companies for 12 years. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche investment approach combined with factor-based and smart-beta strategies.

Matthew Tehan is a financial advisor with Capital Analysts, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has worked with firms including UBS Financial Services and Lincoln Investment prior to his current role. Outside of his advisory work, he has worked as a contractor for food delivery services. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs an in-house investment management team that oversees discretionary and non-discretionary portfolios, using proprietary screening processes and offering various portfolio management options tailored to client needs.

Jason Mahoney is a Series 65 licensed advisor at The Patriot Financial Group, LLC with two years of industry experience. His prior roles include positions at Bank Gloucester and The Patriot Financial Group’s insurance and wealth management divisions. Outside of advising, he serves as Secretary/Treasurer for North Shore Business Networkers, a business networking organization. The Patriot Financial Group serves individuals, small businesses, and retirement plans by providing investment management, financial planning, and retirement plan advisory services. The firm constructs tailored portfolios using various asset classes and emphasizes ongoing monitoring and rebalancing to meet client objectives.

Daniel Flanagan is a CFP® professional with 24 years of experience in the financial industry. He is currently with EverSource Wealth Advisors, LLC, where he has worked since 2025. Prior to joining EverSource, he was with Canby Financial Advisors and Commonwealth Financial Network for ten years. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory and consulting services, as well as turnkey asset management and sub-advisory services through multiple investment programs and a private markets platform.

David Roth is a CFP® with eight years of industry experience, currently serving at Prosperity Capital Advisors. He has worked with C2P Capital Advisory Group and Alison Wealth Management, both d.b.a. entities related to his current firm. Outside of advising, Roth is involved in several business activities including owning and managing Breezy Day Productions, which contracts DJs and produces music and music videos, and providing tax planning and preparation services through Breezy Day Tax. He also serves as Treasurer on the board of the Wildflower Meadow Condominium Association. 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 core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

Denise Lacause is a financial advisor at Capital Analysts with 13 years of industry experience. She holds the Series 66 designation and has been with Lincoln Investment Planning Inc since 2013. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house Investment Management & Research team that drives investment decisions using proprietary processes.

Edmund Leparskas is a CFP® with four years of industry experience, currently advising at Accelerate Retirement in Burlington, MA. Prior to joining Accelerate, he worked with Alkeme Financial Services LLC and Commonwealth Financial Network. He has also held a position at Raytheon Company for eleven years before entering financial services. Accelerate Retirement serves individual and institutional clients, including retail and high-net-worth individuals, trusts, corporations, and employer plan sponsors. The firm offers retirement plan consulting, discretionary investment management, and fiduciary services, utilizing a long-term investment approach with customized portfolios across a variety of asset types.

Richard Spencer Jr. is a financial advisor at Simplicity Wealth with 15 years of industry experience. He previously worked at Aegis Wealth Management, Inc., Virtue Capital Management, LLC, and Hornor Townsend & Kent Inc. In addition to his advisory role, he operates a tax preparation service and manages an insurance and annuity sales business called Develop Your College Game Plan. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside a managed account platform (TAMP) that supports third-party advisers with model portfolios, technology, and operational services.

Johnathan Breen is a CFP® with 12 years of industry experience, currently serving as a financial advisor at OneSeven. He has held advisory roles at several firms, including Raymond James Financial Services and Boston Harbor Wealth Advisors. In addition to his advisory work, Breen operates the Law Offices of Johnathan C. Breen, where he focuses on estate planning. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach using diversified portfolios with access to alternative investments and independent manager strategies.

Jason Ruel is a CFP® with 16 years of industry experience and currently serves as a financial advisor and general manager at Kestra Private Wealth Services, LLC. He previously worked at Citizens Securities, Inc. for eight years. Outside of his advisory role, he owns an art business selling original artwork and serves on the board of directors for the nonprofit Mission of Deeds. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specializes in advisor-managed accounts, third-party platforms, and specialized offerings such as annuity subaccount and 529 plan services.

Stanton Green is a financial advisor with Capital Analysts in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2011. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs supported by an in-house Investment Management & Research team.

Jeffrey Street is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with StoneX Advisors Inc., where he has worked since 2015, and also operates Street Financial Services, a financial planning and investment firm he founded in 1991. In addition to his advisory roles, he serves as a trustee for Brookmeadow Office Park, overseeing maintenance and policy decisions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies, including proprietary models and third-party managers, supported by technology platforms for portfolio implementation and tax-aware services.

Larry Vandeventer is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at La Salle St. Securities, Inc. since 1997 and has operated his own advisory business, Vandeventer & Company, since 1990. He is involved with The Salem Exchange Club, a nonprofit focused on child abuse prevention, Americanism, and community service. Lasalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.

Matthew Keefe is a financial advisor at The Fiduciary Alliance with two years of industry experience. He holds a Series 65 designation and has worked in investment and insurance-related roles, including as an account executive at Dick Insurance Agency. He previously had a role at Play Ball LLC. The Fiduciary Alliance serves individuals, high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm uses a variety of analytical approaches and may employ third-party managers, while also offering ERISA 3(21) nondiscretionary services to plan sponsors.

Thomas Burger is a CFP® with 54 years of industry experience, currently serving at OneSeven. His prior roles include extensive tenure at Hamilton Financial Inc. and Lincoln Financial Securities Corporation, among others. Outside of advising, he serves on the Board of Advisors for the Boston Symphony Orchestra and is Chairman of the Board for the Gloucester Cultural Civic Center. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach with diversified portfolios and utilizes both discretionary and non-discretionary arrangements.

Reed Manning is a CFA® charterholder with 19 years of industry experience. He has been with F.L. Putnam Investment Management Company since 2015. F.L. Putnam serves a diverse client base including individuals, institutions, foundations, and endowments, offering investment management, financial planning, OCIO advisory, and family office solutions. The firm employs a strategic asset allocation framework with customized portfolios that combine internally managed strategies and third-party managers across equities, fixed income, and alternatives.

Brian Dick is a financial advisor at The Fiduciary Alliance with 17 years of industry experience. He holds a Series 65 designation and has previously worked with First Financial Advisors, LLC, and operates Dick Advisory Group LLC. In addition to his advisory role, he is a licensed insurance agent with Dick Insurance Agency. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach using various analytical methods and offers access to third-party managers through a network of investment advisor representatives operating under multiple divisions.