David Bunker is a financial advisor at Bay Colony Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including VestGen Advisors, Windsor Wealth Management, and Essex Financial Advisors. In addition to his advisory role, he serves as a trustee for multiple irrevocable trusts and is a partner in a family partnership used for estate planning purposes. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, providing financial planning, portfolio management, retirement consulting, and related advisory services. The firm combines fundamental investment analysis with access to model portfolios and third-party sub-advisers, and offers family-office and concierge services alongside institutional retirement fiduciary solutions.

Paul Peterson is a CFP® and ChFC® with 21 years of industry experience. He is currently with Principal Advised Services and has previously worked at MassMutual, Facet Wealth, and TIAA. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non‑discretionary recommendations and a discretionary, wrap‑fee investment management program called SimpleInvest. The firm integrates third‑party methodologies with proprietary models and operates within the Principal Financial Group family, allowing access to affiliated products and resources.

Barry Dick is a financial advisor with The Fiduciary Alliance, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining The Fiduciary Alliance in 2021, he worked for First Financial Advisors, LLC for 14 years. Outside of advisory services, he is co-owner of Dick Insurance Agency and owner of Merrimack Financial, both involved in life and property and casualty insurance sales. 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 operates through multiple divisions and a network of investment advisor representatives, utilizing client-specific investment policy statements and a combination of fundamental, technical, cyclical, and charting analyses.

Thomas Labrie is a financial advisor with Westminster Financial Advisory Corp in Andover, MA, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He previously worked at Lincoln Financial Advisors for six years before joining Westminster Financial Securities in 2018. Labrie is also licensed as an insurance agent offering accident/health, disability, long-term care, life settlements, and traditional life insurance products. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes diversified, multi-asset class portfolio management with a buy-and-hold strategy complemented by tactical adjustments and employs a range of investment instruments including mutual funds, ETFs, and options.

John Cataldo is a financial advisor with Bolton Securities Corporation who holds a Series 66 designation and has 16 years of industry experience. His work history includes roles at Bolton Global Asset Management, Bolton Global Capital, LPL Financial, Integrated Wealth Concepts, and D'Ambrosio Law Offices. He is also a licensed attorney with a part-time legal practice and serves as a notary public. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized wealth management through a network of independent advisers, utilizing mutual funds, ETFs, equities, and fixed-income securities with a primarily long-term investment approach.

William Kriz Pakciarz is a CFA® charterholder with seven years of industry experience. He is employed by Bolton Global Asset Management and Bolton Global Capital since 2019 and serves as director of Sun Partners S.A. and Sun Partners Uruguay S.A., a foreign investment advisory firm licensed by the Central Bank of Uruguay. Outside of his advisory roles, he owns Violesan, a company based in Uruguay that provides economic consulting services. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management and financial planning through a network of independent advisers, emphasizing a long-term investment approach with a broad range of strategies and investment vehicles.

Joseph Remson is a financial advisor with Simplicity Wealth in Nashua, NH, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Foundations Investment Advisors and Equity Services Inc., among others. Remson is also involved in insurance sales through Granite Rock Wealth Management, where he is an owner. Simplicity Wealth serves a wide range of clients including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, alongside technology and operational platforms designed to support other advisers.

Robert Doherty is a CFP® and ChFC® with 17 years of experience in the financial services industry. He is currently with Diversify Advisory Services, LLC and its affiliated firm DFPG Investments, LLC, having previously worked at New York Life Insurance Company and Eagle Strategies. Outside of his advisory role, Doherty volunteers as a youth wrestling coach and serves on the Woburn Wrestling Team board. Diversify Advisory Services, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a combination of internal models and third-party solutions across multiple platforms, offering a broad range of investment strategies and multi-family office support.

James Healy is a financial advisor at Gateway Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Main Street Financial Advisory LLC, Keurig Dr. Pepper, and Dunkin' Brands, Inc. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers, and manages approximately $1.25 billion in assets.

Tugba Pasaogullari is a financial advisor at Santander Securities LLC with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including The Colony Group and J.P. Morgan Securities LLC. Santander Securities LLC serves a broad retail client base with investment advisory, portfolio management through wrap-fee programs, and financial planning services. The firm operates as both a registered investment adviser and a FINRA-registered broker-dealer, offering multi-strategy investment platforms and affiliated banking relationships.

Philippe Grenier is a financial advisor at Bolton Securities Corporation with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bolton Securities since 2009 and at Delta Equity Services Corp since 2001. Bolton Global Asset Management provides asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm uses an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, combining long-term strategies with tactical trading and rebalancing.

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.

Daniel Flanagan is a CFP® with 24 years of industry experience, currently affiliated with EverSource Wealth Advisors, LLC. He has worked at several firms including Canby Financial Advisors, Commonwealth Financial Network, Lexington Wealth Management, Calibre Advisory Services, and Tanager Financial Services. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services through a national network of investment advisors, utilizing multiple investment programs and a values-based planning approach.

Eric Zine is a CFP® professional with 27 years of industry experience, currently affiliated with Bolton Securities Corporation. He has been associated with Delta Global Asset Management and Delta Equity Services since 2009. In addition to his financial advisory work, he is an attorney operating his own law practice, the Law Office of Eric P. Zine, spending approximately 15 hours per month on legal activities outside of trading hours. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, and charitable organizations. The firm delivers customized wealth management through a network of independent advisers, employing a range of portfolio strategies primarily involving mutual funds, ETFs, equities, and fixed income.

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.

Mitchell Scanlon is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and two years of industry experience. He has worked at Bolton Global Asset Management since 2025 and Bolton Global Capital since 2024. Prior to his advisory career, he spent four years at the University of Massachusetts - Amherst and four years at Nashoba Regional High School. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, as well as banks, trusts, estates, and charitable organizations. The firm delivers customized wealth management through a network of independent advisers, utilizing various investment vehicles and emphasizing a primarily long-term approach with flexibility for shorter-term strategies.

Edmund Leparskas is a CFP® with four years of industry experience, currently serving as a financial advisor at Accelerate Retirement. His prior work includes positions at Commonwealth Financial Network, Alkeme Financial Services LLC, and Raytheon Company. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation strategy across diversified portfolios and offers specialized services for plan sponsors, including investment policy development and co-fiduciary roles under ERISA.

Richard Spencer Jr. is a financial advisor at Simplicity Wealth with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Aegis Wealth Management, Virtue Capital Management, and Hornor Townsend & Kent Inc. In addition to his advisory work, he operates a tax preparation service and sells insurance and annuities through his business, Develop Your College Game Plan. Simplicity Wealth serves a diverse client base including individual, high-net-worth, corporate, and institutional investors, as well as other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers a managed account platform with ongoing portfolio monitoring and third-party manager oversight.

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.

Jeffrey Street is a CERTIFIED FINANCIAL PLANNER™ professional with 38 years of industry experience. He has been with StoneX Advisors Inc. since 2015 and previously worked at StoneX Securities Inc. and at his own firm, Street Financial Services, which he has operated since 1991. In addition to his advisory work, he serves as a trustee for the Brookmeadow Office Park, participating in association governance. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of advisor-managed and model-based solutions supported by proprietary and third-party money managers, operating within the broader StoneX Group ecosystem.