Christopher Connolly is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been affiliated with Capital Analysts since 1999 and has worked with Lincoln Investment since 2012. Outside of advising, Connolly owns CloudSynergies, a software business focused on business development. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations, offering portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice. The firm combines discretionary investment management by its in-house team with non-discretionary services delivered through advisors and third-party managers, utilizing a proprietary mutual-fund screening process.

Mark Porter is a Certified Financial Planner® with 20 years of industry experience, currently serving at Northeast Planning Associates, Inc. since 2011. He is also affiliated with LPL Financial and holds a Series 66 license. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and retirement plans, offering modular planning engagements and access to investment management. The firm manages approximately $327.7 million in client assets and offers a subscription-based wealth management software option.

Thomas Mccarthy is a financial advisor at Capital Analysts with 39 years of industry experience. He holds the ChFC® designation and Series 63 license. He has worked at Lincoln Investment since 2012 and has been with Capital Analysts, Incorporated since 1986. Outside of his advisory role, he serves as Chair of the Board of Directors and Chair of the Quality, Service, Value Committee at South Shore Health, a community health system. 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, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

James Landry is a financial advisor at Pallas Capital Advisors, LLC with 28 years of industry experience. He holds the ChFC® designation and several securities licenses including Series 63, 65, and 66. Prior to joining Pallas Capital Advisors in 2020, he worked at Lincoln Financial Advisors Corporation for 18 years and has also been affiliated with Triad Advisors LLC and Purshe Kaplan Sterling Investments. Pallas Capital Advisors is a multi-team firm managing approximately $4.3 billion, serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, long-term wealth management solutions including discretionary investment management, financial planning, and family office services.

Sean Holly is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 license and with 20 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 11 years and has been with Belpointe and its related entities since 2017. Outside of his advisory role, he is a co-owner of a real estate business. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing customized portfolios and various advisory relationships.

Gerard Robinson is a CFP® with 38 years of industry experience and is affiliated with Capital Analysts in Braintree, MA. He has worked at Lincoln Investment since 2012 and has been with Capital Analysts and its associated entities since 1987. Outside of his advisory role, Robinson is the lead singer of the Irish entertainment band Belfast Cowboys and coordinates charity golf tournaments benefiting Project Children and the Juvenile Diabetes Research Fund. 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, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Mark Soloperto is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including roles at Capital Analysts since 2022 and Lincoln Investment since 2012. Capital Analysts serves retail and institutional clients such as individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and in-house investment teams.

Cody Ward is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Lincoln Investment for seven years and held roles at Citizens Securities, Inc. and Citizens Bank for three years each. He serves as a director for the Walpole Chamber of Commerce, where he discusses programming and initiatives for local businesses. Capital Analysts serves retail and institutional clients, including individuals, high-net-worth investors, trusts, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network, utilizing both discretionary in-house management and non-discretionary third-party managers.

Eric Sneider is a financial advisor at Modera Wealth Management, LLC with 23 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Modera Wealth Management in 2024, he spent over two decades at Bromfield Schneider Wealth Advisors, Inc. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm applies a diversified asset allocation strategy based on Modern Portfolio Theory and combines traditional investment management with in-house accounting, tax services, and business coaching.

Mark Andrews is a financial advisor with Capital Analysts who holds a Series 63 designation and has 20 years of industry experience. He has worked at Lincoln Investment since 2012 and has been associated with Capital Analysts and Dagesse Andrews & Bramwell since 2007 and 2006, respectively. Outside of his advisory work, Andrews owns and operates a CPA practice focused on tax preparation and financial statement services. 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, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisors and managers.

Paul Longobardi is a Certified Financial Planner (CFP®) with 24 years of experience in the financial services industry. He is currently affiliated with Capital Analysts and Lincoln Investment, having held positions at both firms since 2020. Capital Analysts provides portfolio management and retirement-plan advisory services to a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm employs a proprietary mutual-fund screening process and offers investment management through both discretionary and non-discretionary models.

George Howe is a financial advisor at Great Valley Advisor Group, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Great Valley since 2021. Prior to that, he was with U.S. Financial Advisors, LLC for seven years and LPL Financial for 19 years. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm focuses on individualized portfolio construction and oversight, using a combination of in-house strategies and third-party managers, and offers both discretionary and non-discretionary investment management along with financial planning and retirement-plan consulting.

Alex Kozlowski is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at Pallas Capital Advisors, LLC. He has three years of industry experience, including prior roles at RBC Capital Markets, Alpha Pension Group, and Putnam Investments. Pallas Capital Advisors LLC 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 through a primarily long-term, fiduciary approach utilizing a range of investment vehicles including ETFs, mutual funds, individual securities, and alternative investments.

James Shannon IV is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Lincoln Investment Planning since 2014. In addition to his advisory role, he is involved in the sales and servicing of life insurance policies. Capital Analysts serves retail and institutional clients, including 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 and non-discretionary approaches supported by a proprietary mutual fund screening process.

Jon Loranger is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, and Securities America, Inc. He is also involved in fixed insurance business activities including life, health, disability, annuities, long-term care, and property and casualty insurance. The Patriot Financial Group offers investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a range of investment options and a due-diligence process for selecting insurance carriers and annuity products.

Matthew Breese is a financial advisor at Stephens with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stephens since 2019, following four years at Piper Jaffray & Co. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory and financial services supported by equity research and investment committees.

Suzanne Conran is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Lincoln Investment since 2010, Aag Securities since 1996, and Horizon Financial Group since 1994. In addition to her advisory roles, she sells fixed annuity products and provides insurance quotes and term life insurance to clients. 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, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and an in-house investment management team that uses a proprietary screening process for building model portfolios.

Robert Alessandro is a financial advisor with Zacks Investment Management, Inc., holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Harbor Funds Distributors, Harbor Capital Advisors, Purshe Kaplan Sterling Investments, McAdam LLC, and the University of Massachusetts Amherst. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, managing mutual funds and ETFs. The firm uses a combination of proprietary quantitative models and qualitative portfolio management across various investment strategies and offers services through wrap-fee and unified managed account programs.

James Almquist is a CFP® and Series 66 registered advisor with nine years of industry experience. He is currently with Apollon Wealth Management, LLC, where he has worked since 2024, following eight years at Royal Alliance Associates. Almquist is also involved with The Quincy Group, Inc. as a financial advisor. Apollon Wealth Management is a multi-team SEC-registered adviser overseeing approximately $11.56 billion in client assets with a network of 145 advisors. The firm serves individuals, high-net-worth families, and various institutional clients, offering financial planning and portfolio management through a combination of centrally managed strategies and locally managed portfolios, employing fundamental analysis, ESG models, and technology tools including generative AI.

Kevin McGrath is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and over 44 years of industry experience. He has held positions at Cetera Financial Specialists LLC, Securities America, Inc., and Cambridge Investment Research Advisors, Inc. Additionally, McGrath has been involved in insurance sales and management through his ownership and leadership of McGrath Insurance Brokerage Inc. since 1993. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, using a combination of charting, fundamental and technical analysis, and may utilize independent managers for client assets.