Naim Cukovic is a financial advisor at Santander Securities LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Private Client Wealth LLC, TD Bank N.A., and TD Waterhouse Investor Services Inc. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning. The firm supports individual investors, ERISA and IRA accounts, and institutional entities, delivering investment management primarily via the FMAX wrap-fee platform with third-party discretionary managers.

Charles Roberts is a Certified Financial Planner® with 24 years of industry experience. He is affiliated with Founders Financial Securities LLC and Dreambridge Financial, where he also works as an insurance agent involved in the sale of fixed financial products. He has been with Founders Financial Securities since 2013 and Dreambridge Financial since 2015. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms, including managed portfolios and co-advised private wealth solutions, and supports advisory representatives with due diligence and oversight while allowing a range of management styles and niche services such as 1031 exchange consulting.

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.

Benjamin Harding is a CFP®-certified financial advisor with 24 years of industry experience. He is currently affiliated with Diversify Advisory Services, LLC and DFPG Investments, LLC, and previously worked with Eagle Strategies (NY Life) and New York Life Insurance Company. Harding serves as a board member for Maine Huts & Trails, a nonprofit organization maintaining trails and huts in western Maine, and chairs the Practice Management Committee of the MDRT Top of the Table division. Diversify Advisory Services is an SEC-registered advisory firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a range of investment models and services including financial planning, portfolio management, corporate consulting, and family office advisory.

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.

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.

Stilson Tomita is a financial advisor at Bay Colony Advisors with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Bay Colony Advisors in 2023, he worked at Claro Advisors, LLC, Mutual Securities, Inc., and LPL Financial. Outside of advising, he serves as president and treasurer of Infinity Group, Inc., a marketing firm, and operates as an independent life insurance agent. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients by providing comprehensive financial planning and portfolio management. The firm combines fundamental analysis with model portfolios and third-party sub-advisers to offer tailored investment solutions alongside family office and concierge services.

Ian Tollefsen is a CFP® professional with 22 years of industry experience. He is currently with Consolidated Portfolio Review Corp and has held prior roles at firms including Trust Advisory Group Ltd, Paramont Financial Group LLC, and Merrill. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers managed accounts, proprietary tactical ETF model portfolios, financial planning, and access to third-party sub-advisors, employing strategic asset allocation combined with fundamental and technical analysis to meet varying client objectives.

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.

John Ohl is a financial advisor with Bay Colony Advisors, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Bay Colony since 2009 and also serves as a managing member of Equine Legends LLC, overseeing thoroughbred breeding operations in Lexington, Kentucky. In addition, he co-founded True Origin LLC, a company focused on search engine optimization. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, retirement plan consulting, and related advisory services. The firm combines fundamental analysis and a long-term investment approach with family-office and concierge services, alongside institutional retirement fiduciary offerings.

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.

Mark Celi is a financial advisor at St. Bernard Financial Services, Inc. in Concord, MA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Asset Financial Inc and was self-employed before joining St. Bernard in 2020. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, providing investment advisory and brokerage services including portfolio management and financial planning. The firm follows a long-term, conservative growth approach with tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds while considering tax and risk factors.

Kimberly Harding is a CFP® with 23 years of industry experience, currently serving at Diversify Advisory Services, LLC and DFPG Investments, LLC since 2025. She has held positions at Harding Financial & Insurance since 2009 and worked with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company from 2003 to 2025. Harding also provides fixed insurance brokerage services as an outside business activity. 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 and individualized asset allocation approach, offering a range of portfolio management options and financial planning services tailored to client needs.

Nicholas Carbone is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. He holds a Series 63 designation and has worked previously at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Dynatrace, and Trident Fisheries. Outside of his advisory role, he provides business coaching and strategic planning to business owners through Sooner Business Advisors. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Roger Moulton Jr. is a CFP® certificant with 34 years of industry experience. He is currently with EverSource Wealth Advisors, LLC, having joined the firm in 2025. His prior experience includes 13 years at LPL Financial and six years at Calibre Advisory Services Inc. 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, utilizing multiple investment programs and a national network of advisors.

Brandon Frye is a CFP® and Series 65-licensed advisor at Robertson Stephens with 19 years of industry experience. He previously worked at Vodia Capital, LLC for seven years prior to joining Robertson Stephens in 2022. Outside of his advisory role, he provides financial coaching for new widows through Wings for Widows. Robertson Stephens offers investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing $8.76 billion in assets as of the end of 2025. The firm provides discretionary and non-discretionary portfolio management using a variety of investment tools and offers planning services including tax and estate planning.