James Karamourtopoulos is a CFP® with seven years of industry experience. He is currently with New England Private Wealth Advisors, LLC and has held prior roles at Forefront Wealth Partners, Origin Financial, FP Alpha, Centinel Financial Group, Hereford Financial, Everyday Life, and GW&K Investment Management. New England Private Wealth Advisors provides fee-based investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers diversified portfolio construction with mutual funds, ETFs, and alternative investments, along with specialized model strategies targeting income generation.

Joseph Macmunn is a financial advisor at Simplicity Wealth with 24 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at LifePro Asset Management, AE Wealth Management, and operating Macmunn Financial Management, where he specialized in college expense financial planning and related insurance products. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a “fund-of-funds” investment approach primarily using ETFs and mutual funds, offers discretionary portfolio management and a managed account platform, and provides technology and operational solutions to advisers.

Timothy Dick is a CERTIFIED FINANCIAL PLANNER™ practitioner at The Fiduciary Alliance with five years of industry experience. He has previously worked at Dakota Wealth, LLC and John Hancock Investment Management Distributors LLC. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other investment advisers. The firm combines fundamental, technical, cyclical, and charting analysis in managing portfolios and offers a range of services including estate planning and risk management.

Lisa Tursi is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Her prior roles include positions at Capital Analysts, LLC and Lincoln Investment Planning, LLC. She conducts financial services and insurance activities through her DBA, Tursi Wealth Management. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, exercising day-to-day trading discretion while Primary Advisors maintain client relationships and suitability responsibilities.

Jacob Stewart is a financial advisor at Keel Point, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Granite Financial Partners, Cetera Advisors LLC, Natixis Advisors, and Manulife Investment Management. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion for individuals, high-net-worth clients, family offices, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to implement diverse strategies, offering customization and using affiliated broker-dealer, insurance, and private fund entities as part of its distinctive operating model.

Jennifer Siraco is a CFP® and holds a Series 66 license with five years of industry experience. She currently works at Prosperity - An EisnerAmper Company and previously held roles at Mass Mutual and Minnesota Life Insurance Company. Prior to entering the financial industry, she worked at Walnut Street Center for 18 years. Prosperity - An EisnerAmper Company serves individuals, high-net-worth clients, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and consulting services. The firm manages approximately $5 billion in client assets, emphasizing asset allocation and diversification through both discretionary and non-discretionary management often in partnership with third-party independent managers and technology platforms.

David Young is a financial advisor at New England Private Wealth Advisors, LLC, holding a Series 65 designation. He began his advisory career in 2025 and was previously employed at Manulife John Hancock Brokerage Services and John Hancock, with additional experience at Liberty Mutual. New England Private Wealth Advisors provides fee-based investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers diversified portfolio management, financial planning, retirement-plan advisory services, and separate-account Model Strategies focused on current income.

Michael Pansovoy is a financial advisor with Bolton Securities Corporation and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including over 20 years with Bolton Global Asset Management and Bolton Global Capital. Outside of his advisory work, he owns and operates PAN-A-SEA, LLC, which manages a charter boat. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and institutions. The firm employs an IAR-driven approach with a range of investment options and sponsors custodial wrap programs while serving banking and thrift clients.

Thomas Bacon is a financial advisor at Consolidated Portfolio Review Corp with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Trust Advisory Group, Ltd. and AGES Financial Services, Ltd. He has been with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC since 2025. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment process is advisor-driven and tailored to each client, utilizing strategic asset allocation alongside fundamental and technical analysis, and offers proprietary model portfolios as well as access to third-party managers.

Leo Rotman is a CFP® professional with 24 years of industry experience, currently serving at Diversify Advisory Services, LLC. He previously worked at River Financial Group, LLC, and New York Life Insurance, Co. Outside of advisory work, he is a board member of the Federation for Children with Special Needs, providing support and guidance for parents and professionals in that community. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification strategy with individualized asset allocation, offering a range of portfolio management and consulting services tailored to client goals and risk tolerance.

Charles Carella is a financial advisor at Packerland Brokerage Services, Inc. with 34 years of industry experience. He holds a Series 63 designation and has previously worked at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, Carella operates a CPA firm specializing in tax preparation and accounting. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through various platforms and account management options. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets.

Jeremy Sandler is a CFP® with 14 years of industry experience. He has been with New England Private Wealth Advisors, LLC since 2014 and previously worked at Focus Partners Wealth, LLC and Mintz Levin Financial Advisors LLC. New England Private Wealth Advisors provides fee-based investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm focuses on broadly diversified portfolios using mutual funds and ETFs, monitors third-party managers, and offers alternative investments and options-based income strategies.

Henry Fisher is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 63 designation and 34 years of industry experience. He has been with LaSalle St. Investment Advisers since 2005 and previously worked at Commonwealth Financial Network. Outside of his advisory role, he serves as a successor trustee on a family trust account. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary asset management programs, uses a mix of mutual funds, ETFs, equities, fixed income, and options, and manages approximately $3.9 billion in non-discretionary assets and $1.84 billion in discretionary assets.

Dequan Tian is a financial advisor at Transamerica Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at United Healthcare and HSA Insurance, where he has assisted clients with health insurance applications as an independent contractor. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary model portfolios and access to third-party money managers across discretionary and non-discretionary platforms.

Daniel Vincent is a financial advisor at Allworth Financial, L.P., holding a Series 65 credential with one year of industry experience. His prior roles include positions at DeVasto Advisory Group and time spent at Bentley University and Daniel Hand High School. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolios with various model strategies and uses technology to manage held-away employer retirement accounts, while its ownership structure and specialized business divisions distinguish it in the industry.

Robert Gustafson Jr. is a CFP® professional with 21 years of industry experience, currently with Mariner Wealth since 2025. Prior to this, he worked for 17 years at Triton Financial Group, Inc. He serves as president of Advisors Choice Insurance Company, Inc. and is a board member of the City of Marlborough Retirement System. Mariner serves a broad range of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm uses discretionary, customized portfolios supported by internal research and third-party managers, and offers additional services such as Core Family Office capabilities and employer financial wellness tools.

Peter McMahon is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and also maintains his own CPA affiliate business, Peter McMahon, P.C., which he has operated since 2002. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Stephen Schneider is a financial advisor at Commonwealth Financial Network with Series 66 registration and five years of industry experience. His prior roles include positions at Planet Professional and the University of Massachusetts Amherst Math Department, as well as ownership of Deerfield Spirit Shoppe Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to managed model portfolios.

David Nathanson is a financial advisor with VOYA Financial Advisors, Inc. in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with VOYA Financial Advisors since 2014. Nathanson is also an independent insurance agent licensed to sell fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver tailored investment solutions, operating predominantly through non-discretionary client relationships.

Alexander Travers is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Commonwealth Financial Network since 2007. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.