Timothy Mcaloon is a financial advisor with Capital Analysts in Quincy, MA, holding 12 years of industry experience. He is also an attorney and part owner of the law firm Marshall, Crane, & McAloon P.C., where he focuses on estate planning. 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, and retirement-plan advice. The firm provides both discretionary and non-discretionary investment management through an in-house team and third-party managers, supported by a proprietary mutual-fund screening process.

Michael Dias is a financial advisor at Fortis Capital Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and McAdam, LLC. Outside of his advisory work, Dias volunteers as an assistant soccer coach at Weymouth High School. Fortis Capital Advisors serves individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients by providing investment advisory and financial planning services. The firm emphasizes customized portfolio construction and ongoing monitoring, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Jason White is a financial advisor at MissionSquare Retirement with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Voya Financial and its affiliates for 11 years. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services, including discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Kyle Britton is a financial advisor at SHP Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining SHP Wealth Management in 2022, he worked at Equitable Advisors and Axa Advisors. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm customizes Investment Policy Statements, takes discretionary authority for trading, and applies fundamental, cyclical, and modern portfolio theory with a long-term trading orientation to asset allocation and monitoring.

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.

Patrick Randall is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at New England Investment & Retirement Group and City Point Wealth Management. Randall is also a licensed insurance agent and occasionally offers related products to clients. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm employs a customized Investment Policy Statement for each client and uses fundamental, cyclical, and modern portfolio theory with a long-term orientation to guide asset allocation and monitoring.

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.

Richard Mullen is a financial advisor at Pallas Capital Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc., GWM Advisors, LLC, and Triad Advisors LLC. Outside of his advisory role, he is the founder and investor of ProStairs Fitness LLC, a fitness equipment manufacturer. 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, financial planning, and retirement plan advisory services primarily to individuals, trusts, estates, and retirement plans, utilizing a long-term fiduciary approach with diversified portfolios including ETFs, mutual funds, individual securities, and alternative investments.

Steven Galavotti is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 credential and 14 years of industry experience. He previously worked at Edward Jones for seven years before joining Mutual of Omaha in 2019. Outside of advising, 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 investment options and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

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.

Michael Powers is a financial advisor with The AmeriFlex Group and holds a Series 66 designation. He has three years of industry experience and has previously worked at firms including Commonwealth Financial Network, Equitable Advisors, and New York Life Insurance Company. Outside of finance, he has experience working with local businesses such as Dino's and Cal's Brick Oven Pizzeria Company. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Timothy Duggan is a financial advisor with Stratos Wealth Advisors LLC in Rockland, MA, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch. He is also involved with Veritas Boston Wealth Management as a Private Wealth Advisor. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers a range of services including financial planning, portfolio management, and third-party manager programs tailored to individual goals.

Jackson Roberts is a Series 65 licensed financial advisor at Pallas Capital Advisors, LLC with two years of industry experience. Prior to joining Pallas Capital Advisors, he worked at Raymond James & Associates and has held roles at Tulane University, the Town of Nantucket, and The Roxbury Latin School. 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 primarily using a long-term, fiduciary investment approach.

Kristen Noonan is a financial advisor at Capital Analysts with two years of industry experience. She holds the Series 66 designation and has worked at Capital Analysts and Lincoln Investment since 2024, following prior roles at Citizens Securities and Citizens Bank. Outside her advisory role, she serves as a sales assistant for Triple V, Inc., doing business as Marshall Wealth Management. Capital Analysts serves retail and institutional clients, including individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Robert Allen is a Series 65-licensed advisor with Gibbs Wealth Management, LLC in Rockland, MA, and has four years of industry experience. He also manages Harper Financial Associates, where he is involved in life insurance and annuity sales. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists to implement model portfolios.

David Hathaway is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, with 14 years of industry experience. He holds the Series 66 designation and has worked at several firms including Santander Investment Services and Platinum Wealth Partners. Outside of his advisory role, he provides insurance services through SHP Financial. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and educational workshops to individuals, pension plans, charities, and corporations. The firm also acts as a sub-adviser and licenses model portfolios to other investment advisers, employing a disciplined investment approach based on fundamental, cyclical, and modern portfolio theory.

Christopher Eklund is a Series 66 licensed financial advisor with 15 years of industry experience. He is the owner and founder of Powder Point Wealth Management and is currently associated with RFG Advisory, LLC. His prior experience includes roles at Lincoln Investment, MSI Financial Services, Mariner, and New England Securities. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and select institutional clients, providing discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments. The firm uses a range of model strategies and third-party platforms and acts as a sub-adviser to multiple ETFs while also supporting insurance product sales through licensed advisors.

Sean Cragan is a CFP® with 18 years of industry experience, currently serving as a financial advisor at F L Putnam Investment Management Co. since 2023. His prior experience includes roles at SVB Wealth LLC, Boston Private Wealth LLC, Banyan Partners, LLC, Silver Bridge, and Columbia Management Advisors, Inc. F.L. Putnam serves a diverse client base including individual investors, families, and institutions, offering customized, team-based investment management and financial planning. The firm combines internally managed strategies with third-party managers across various asset classes and offers sustainable investing options alongside tax-aware rebalancing for taxable clients.

Erik Hacker is a financial advisor with Capital Analysts who holds the ChFC® designation and Series 63 license, with 29 years of industry experience. He has worked at Capital Analysts since 1998 and has been affiliated with Lincoln Investment and John Hancock Mutual Life Insurance Co. since 2012 and 1996, respectively. Outside of his advisory work, he is involved in insurance sales through Capital Analysts of New England, providing clients with insurance quotes and information. 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, custom and model portfolios, third-party manager access, and retirement-plan advice, delivering investment management through both discretionary in-house management and non-discretionary advisory services.