Todd Mills is a CFP®-designated financial advisor with 28 years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2019, following roles at Boston Private Wealth LLC, Banyan Partners, Silver Bridge, and Fidelity. F.L. Putnam serves individual investors, families, and various institutions with customized, team-based investment management and financial planning services. The firm uses a research-driven approach that integrates macroeconomic and security-level analysis, offering strategies that include sustainable investing and tax-aware rebalancing.

Christian Mcvey is a financial advisor at F.L. Putnam Investment Management Co. with 24 years of industry experience. He has been with F.L. Putnam since 2002 and holds the Series 63 and Series 65 designations. F.L. Putnam serves a diverse client base including individuals, families, and institutions such as foundations, endowments, and family offices. The firm provides customized, team-based investment management and consulting, utilizing both internally managed and third-party strategies across multiple asset classes with options for sustainable investing and tax-aware rebalancing.

Roland Ouimet Jr. is a financial advisor with Pinnacle Investments, LLC, holding the ChFC® designation and Series 63 license, and has 49 years of industry experience. His prior work includes roles at Global Investment Advisors, LLC and Essex Securities LLC. He is also involved in insurance sales on a limited basis. Pinnacle Investments, LLC is a multi-team advisory firm with 57 advisors managing over $1.2 billion for individuals, retirement plans, trusts, estates, and institutional clients. The firm provides customized investment solutions using both fundamental and technical analysis and operates across multiple custodial platforms.

Robert Prousalis is a financial advisor at Simplicity Wealth with five years of industry experience. He holds a Series 65 designation and has held roles at multiple firms, including Paramount Financial and Guardian Wealth Advisors. Outside of his advisory work, he owns a private law practice through Integrative Law. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, and offers a technology-driven platform for advisers with services such as model portfolio management and tax optimization.

Jonathan Dick is a financial advisor with The Fiduciary Alliance, holding a Series 65 credential and three years of industry experience. He has worked at The Fiduciary Alliance and Dick Insurance Agency since 2020, and previously held roles in the biopharmaceutical sector and at the University of Rhode Island. In addition to his advisory role, he is involved with the Dick Insurance Agency as an agent and account executive. 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 multi-divisional structure with a network of representatives, offering client-specific investment strategies that combine fundamental, technical, cyclical, and charting analyses alongside third-party manager allocations.

Michelle Onorio is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She has worked at Capital Investment Advisory Services and Capital Investment Group, Inc. since 2015. Outside of advising, she serves as Vice President of the Danvers National Little League. Capital Investment Advisory Services provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, referrals to third-party managers and TAMPs, private-label model portfolios, financial planning, and portfolio reviews, with an investment process tailored to each client's objectives and risk tolerance.

Corey Scrupps is a financial advisor with Northeast Planning Associates, Inc. in Newburyport, MA. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has been with Northeast Planning Associates and affiliated with LPL Financial since 2011. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements with access to investment management and manages approximately $327.7 million in client assets.

Cynthia Deal is a CFP® professional with 11 years of experience in financial advising. She has worked at Novem Group since 2014 and has been involved with Topsfield Financial Group since 2006. Cynthia serves as a volunteer and board member for Generous Gardners, a nonprofit organization. Novem Group provides portfolio management and financial planning services to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a variety of investment strategies and offers discretionary account management as well as access to third-party money managers.

Alan Sharpe is a financial advisor at Capitol Securities Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arthur W Wood Company Inc, Arthur Wood Investment Advisors Corp, and Moors & Cabot. He also operates a separate business under the name AL Sharpe Financial LLC. Capitol Securities Management serves individual, institutional, and corporate clients with portfolio management, financial planning, and consulting services. The firm functions as both a broker-dealer and registered investment adviser, offering various advisory programs including discretionary and non-discretionary accounts and access to third-party money managers.

Mark Lynch is a Series 66-licensed financial advisor at Advisory Services Network with 23 years of industry experience. His prior roles include positions at Merrill, LPL Financial, and Digital Federal Credit Union. He has been with Advisory Services Network since 2023. Advisory Services Network provides a range of investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent adviser representatives. The firm employs diversified investment strategies tailored to clients’ objectives and offers flexible engagement models, including discretionary and non-discretionary management.

Kimberly Ratcliffe is a CFA® charterholder with 24 years of experience in the financial services industry. She has worked at F.L. Putnam Investment Management Co. since 2022 and previously spent 21 years at Salem Capital Management, Inc. F.L. Putnam serves a broad client base including individuals, families, and institutions such as foundations and endowments. The firm’s team-based investment management approach is customized to client objectives and incorporates internally managed strategies and third-party managers across various asset classes, with options for sustainable investing and tax-aware rebalancing.

Luke Baxter is a financial advisor at Dakota Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Dakota Wealth and its predecessor since 2011. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a wide range of clients, including individuals, trusts, foundations, charitable organizations, and business enterprises. The firm employs a long-term, customized investment process utilizing fundamental, technical, and quantitative analysis to build diversified portfolios and is actively involved in managing pooled funds and serving as a sub-advisor to a registered ETF.

Rene Faria Gonzalez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 credential and having one year of industry experience. Prior to joining Insigneo in 2024, he worked at StateTrust International Bank & Trust LLC and StateTrust Group for over two decades. He is also the director and sole owner of Lancaster RiskTech Services LLC, a non-securities related business that is currently inactive. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm employs a customized investment approach combining individual adviser allocations with firm-modeled portfolios, utilizing third-party macroeconomic research and diverse asset classes.

Dennis Palmerini is a CFP® certified financial advisor with 18 years of industry experience, currently with Blackridge Asset Management, LLC. He has previously worked at firms including Fidelity and Mass Mutual Life Insurance Company. Outside of advisory, he is also involved in property and casualty insurance sales and services. Blackridge Asset Management provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers access to model portfolios, third-party managers, and various wrap programs with a focus on discretionary portfolio management.

Robert Caron is a financial advisor with Westminster Financial Advisory Corporation, holding a Series 66 designation and 23 years of industry experience. He has been with Westminster Financial Advisory Corporation and its affiliated broker-dealer since 2010. Outside of his advisory role, he serves as a JV hockey coach at Haverhill High School during the hockey season. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s approach emphasizes diversified, multi-asset class allocation with a buy-and-hold strategy complemented by tactical adjustments based on economic or market conditions.

Jason Berube is a financial advisor with Encompass More Asset Management LLC, holding a Series 63 designation and eight years of industry experience. His career includes roles at multiple firms, and outside of advisory work, he is active as an insurance agent specializing in life, accident, health, and annuities lines and also works as a tax specialist with H&R Block. Encompass More Asset Management provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Scott Nelson is a financial advisor at Flagship Harbor Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, LLC since 2006 before joining Flagship Harbor in 2025. Nelson also represents several Medicare insurance providers during the Medicare open enrollment period. Flagship Harbor Advisors, LLC 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 diversified investment approach that includes mutual funds, ETFs, individual securities, and third-party managed accounts.

Stephen Guy is a financial advisor with Northeast Planning Associates, Inc. and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including long-term roles at LPL Financial and prior work with Householder Group Estate & Retirement Specialists. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements and access to investment management, managing approximately $327.7 million in client assets.

David Decesare is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining Regal in 2025, he spent 26 years with Lincoln Investment Planning, Inc. He is also the president of VCD Services, Inc., an S-Corp handling general business operations. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party investment strategies and grants discretionary authority to implement and manage these strategies on behalf of clients.

Daniel De Bruyckere is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and two years of industry experience. He is also the president of DeBruyckere Law Offices, PC, where he has worked since 2010, focusing on supervising attorneys and client estate planning. Outside of his advisory and legal work, he serves as a board member of Crossing Life Church. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors and manages about $1.1 billion in client assets. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and client referral services, using a combination of fundamental and technical analysis, asset allocation frameworks, and third-party platforms.