Jill Hennessey is a CFP® with 15 years of industry experience and is currently a financial advisor at SAX Wealth Advisors, LLC. She previously worked for Drumlin Financial Advisory for 14 years. SAX Wealth Advisors offers investment management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes long-term, evidence-based asset allocation using low-cost, passive investment vehicles supplemented by customized fixed-income strategies and alternative investment services.

Nicholas Gorton is a financial advisor at Fortis Capital Advisors, LLC with one year of experience in investment advisory. He is also an accountant at Gorton & Company, P.C., an accounting firm he has been associated with since 2015. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm provides customized discretionary portfolio management and financial planning, utilizing a variety of investment strategies and third-party sub-advisors.

James Baga is a financial advisor at VestGen Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Huntwicke Securities, Huntwicke Advisors, Sentinel Pension Advisors, and Fidelity. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base that includes individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction and manages approximately $6.66 billion in assets.

Christopher Ribeiro is a financial advisor at Coppell Advisory Solutions LLC with three years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at Alphastar Capital Management and Fidelity Investments. Before entering the financial industry, he served with the Medford Police Department for three years. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm uses an open-architecture platform with internally developed and third-party asset allocation models to implement tailored investment strategies across a broad range of asset classes and employs continuous monitoring and periodic rebalancing.

Stephen Beam is a financial advisor at StoneX Advisors Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including StoneX Securities Inc. since 2015. Outside of advisory work, he is owner and managing director of Regency Financial Group, LLC, which provides insurance and fixed annuity products to clients. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting through both independent advisors and an in-house Private Client Group. The firm uses various platforms and model-based solutions to implement portfolios and supports multiple account structures.

Glenn Frank is a PFS™ credentialed financial advisor with 29 years of industry experience. He is currently with EverSource Wealth Advisors, LLC and previously worked at Hightower Advisors, Lexington Wealth Management, Calibre Advisory Services, and Tanager Financial Services. Outside of his advisory role, he leads educational workshops as a professor through Frank Advising LLC. 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, and investment advisory services through multiple investment programs and a national network of advisors, with a focus on comprehensive investor profiling and values-based strategies.

James Balfour is a CFP® and CFA® with six years of industry experience. He currently works at F.L. Putnam Investment Management Co., where he has been employed since 2021. Prior to that, he held positions at Lowell, Blake & Associates, Inc. and Loomis, Sayles and Company, LLC. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering customized investment management, financial planning, and OCIO-style advisory services. The firm’s team-based approach incorporates internally managed strategies and third-party managers across various asset classes, with options for sustainable investing and tax-aware rebalancing.

Yvan Bodart is a CFA® charterholder with three years of industry experience. He is currently with F L Putnam Investment Management Co., joining in 2023. His prior roles include positions at Boston Financial Management LLC, Cabot - Wellington, LLC, and Bank of America Private Bank. F L Putnam serves a diverse client base including individuals, families, institutions, and registered investment companies. The firm employs a team-based investment approach that integrates internally managed strategies and third-party managers across multiple asset classes, offering customized solutions such as discretionary and non-discretionary management, financial planning, and family office services.

Theresa Timmerman is a financial advisor at Vanderbilt Advisory Services with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vanderbilt Advisory Services since 2017, following a two-year tenure at Financial West Group. Outside of advisory work, she is a medical technologist at Elliot Hospital Satellite Lab in Londonderry, NH. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach that integrates fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Robert Heitzman is a CFP® with 23 years of industry experience. He is currently with F.L. Putnam Investment Management Co., where he has worked since 2023. His prior experience includes roles at SVB Wealth LLC, Banyan Partners, LLC, and Rushmore Investment Advisors Inc. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering customized, team-based investment management and consulting services. The firm combines macroeconomic and security-level analysis with a mix of internally managed strategies and third-party managers across various asset classes.

Catherine Bearce is a financial advisor at FourStar Wealth Advisors, LLC with 23 years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials. Prior to joining FourStar, she worked at Nobles & Richards, Inc., Integrated Wealth Concepts LLC, LPL Financial, Osaic FA, Inc., and Ameriprise. In addition to her advisory work, she is involved in managing several personal business entities related to investment and alternative asset structures. FourStar Wealth Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis to tailor portfolios using various investment vehicles such as mutual funds, ETFs, individual securities, options, and independent managers, while also providing ERISA fiduciary retirement-plan consulting and private fund advisory services.

James Beville is a CFP® professional with 20 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2016. He holds Series 63 and Series 65 licenses and is based in Manchester, MA. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, focusing on low-cost mutual funds and ETFs while also utilizing active funds, individual securities, and alternative investments.

Daniel Labroad is a financial advisor at Gateway Wealth Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and Putnam Investments. Labroad provides investment advisory services through Gateway Wealth Partners, an independent registered investment adviser. Gateway Wealth Partners offers financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supported by fundamental and technical analysis, and manages approximately $1.25 billion in regulatory assets under management.

Ryan Smith is a financial advisor with Northeast Planning Associates, Inc. in Newburyport, MA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been with Northeast Planning Associates and affiliated with LPL Financial since 2014. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services 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.

Ryan Mcquilkin is a CFP® and CFA® with 11 years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2021 and previously spent seven years at Boston Private Wealth LLC. Mcquilkin is based in Lynnfield, MA. F.L. Putnam serves a diverse client base including individual investors, families, and institutions such as foundations and family offices. The firm employs a team-based, customized investment approach utilizing internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

Kristen Lindahl is a CFP® professional with eight years of industry experience, currently serving as an advisor at Fiduciary Financial Advisors since 2024. Prior to this role, she was not employed in the financial industry. Fiduciary Financial Advisors serves a diverse client base including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines discretionary investment management with services such as outsourced CFO engagements and digital-asset portfolio management, using a blend of fundamental, quantitative, and technical analysis tailored to client needs.

Luis Dolan is a financial advisor at Kestra Private Wealth Services, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Citizens Securities, Inc. for nine years. Dolan is also a managing partner and financial advisor at Northeast Investment Group, where he is involved in insurance-related financial planning and portfolio management. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and platforms, supporting discretionary and non-discretionary arrangements.

Zachary Longley is a financial advisor with LPL Financial in Newburyport, MA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2007 and also provides financial planning and consulting services through Northeast Planning Associates, Inc., an independent registered investment advisor he has operated since 2003. Outside of advisory work, he serves as a notary public. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team and provides a variety of portfolio management options, combining large-scale advisory operations with non-advisory product offerings.

Alan Pransky is a financial advisor with Lifemark Securities Corp. in Peabody, MA, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked with Lifemark since 2018 and previously with Foresters Equity Services, Inc. from 2012 to 2018. Outside of advisory work, Pransky serves on the board of the Temple Torat Emet Men's Club in Boynton Beach, FL, and on the board of the Maple Hill Cemetery Association in Peabody, MA. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, using suitability-driven advice with discretionary and non-discretionary account management supported by platform tools and third-party custodians.

Christopher Vassilopoulos is a financial advisor at Johnson Investment Counsel, Inc. with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has held roles at several firms, including Townsend Holdings LLC and Aon Securities LLC. He serves as Chair of the Membership Committee for the Georgia Association of Public Pension Trustees and is a board member of the Boston College Alumni Association. Johnson Investment Counsel serves a broad client base, including individuals, pension and profit-sharing plans, public agencies, and charitable organizations. The firm’s investment approach combines bottom-up multi-factor quantitative equity analysis with a macro/micro fixed income strategy and provides discretionary portfolio management, financial planning, and model portfolios for third-party platforms.