Robert Macarthur is a CFP® professional with 32 years of industry experience, currently serving at ValMark Advisers, Inc. He has a history with Northwestern Mutual spanning over two decades and operates MacArthur Financial, LLC, focusing on executive benefits consulting. Additionally, he holds a non-voting shareholder position at Trove Private Wealth, where he contributes to wealth management and executive benefits advisory. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, incorporating both proprietary and third-party platforms and offering ongoing account monitoring and periodic reviews.

Kevin Dufault is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2019. He is also a partner at Veritas Boston Wealth Management, an investment advisory and financial planning firm. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors. The firm offers customized financial planning and portfolio management services, utilizing sub-advisers and platform solutions to address diverse client needs.

Lynn Kaplan is a CFP® with 45 years of industry experience currently affiliated with Capital Analysts. She has held roles at Lincoln Investment, Aag Securities, Commonwealth Equity Services, and Horizon Group Insurance & Agency since 1985. Outside of traditional advisory work, she serves as a Managing General Agent involved in the sale and supervision of fixed annuities, life insurance, and long-term care insurance. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment approaches supported by proprietary research tools.

Christopher Duffy is a CFP® with 26 years of industry experience, currently serving at Capital Analysts and Lincoln Investment. He has held leadership roles including president of Capital Analysts of New England, Inc., and acts as a life insurance agent. Duffy is also vice chair of planned giving on the board of trustees for the South Shore Hospital Charitable Foundation and is involved in drafting estate planning legal documents through his law practice. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors, combining discretionary and non-discretionary investment management supported by an in-house research team.

John Gentry is a CFP® professional with 18 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. He previously worked at Twelve Points Wealth Management, Asset Strategy Advisors, LLC, and Global Retirement Partners, LLC. Outside his advisory role, he volunteers on investment committees and as a trustee for regional United Church of Christ endowments and consults on product design and market segmentation for financial wellness software. RMR Wealth Builders, Inc. is a multi-team SEC-registered advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, retirement plan services, sub-advisory services, and educational seminars, with a range of specialty advisory options including annuity management and digital asset programs.

Karen Sullivan is a Series 65 licensed financial advisor at Fortis Capital Advisors, LLC with three years of industry experience. She has worked at Fortis Capital Advisors and its affiliated entities since 2022. Prior to her advisory career, she was employed in public school education for seven years. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management, financial planning, and consulting services, employing a variety of investment approaches including passive, active, tactical, and ESG-aware strategies.

Joffrey Smith is a CFP® and ChFC® with 22 years of experience in financial advisory roles. He is affiliated with The Patriot Financial Group, LLC, where he has worked since 2014, and has prior experience with LPL Financial, Securities America, Inc., and Cetera Financial Specialists LLC. Outside of his financial advisory work, Smith is CEO of Concordia Exchange, Inc., an Insurtech firm focused on reducing employee group insurance costs, and holds leadership and board positions with several nonprofit organizations including the Estate and Business Planning Council of Worcester County and the Worcester Art Museum. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios according to client goals and risk tolerance using a combination of charting, fundamental and technical analysis, and may engage independent managers for portions of assets. Its services include discretionary portfolio management, retirement plan advisory, insurance product recommendations, and a formal wrap-fee program.

Michael Marshall Sr. is a financial advisor with Capital Analysts who holds Series 63 and Series 66 licenses and has 34 years of industry experience. He has worked at Lincoln Investment since 2012 and has been with Capital Analysts Incorporated since 1999. Outside of his advisory roles, he serves as president of the Clifford H Marshall Foundation, a charitable organization focused on fundraising for a local elementary school, and is a part owner of a bar and grill. 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, and retirement-plan advice through a network of independent advisors and its in-house investment management team.

Michael Vazza is a CFA® charterholder with eight years of industry experience. He is currently with Pallas Capital Advisors, LLC and previously worked at Compass and Fidelity in various advisory roles. Pallas Capital Advisors 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, focusing on a long-term, fiduciary investment approach using ETFs, mutual funds, individual securities, and alternative investments.

Jeffrey Silvieus is a financial advisor at Santander Securities LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Santander since 2016. Prior to that, he worked at Merrill for one year. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Jeffrey Campbell is a financial advisor with Capital Analysts, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2004. Outside of his advisory role, he is an owner and treasurer of Concept Hockey Position, a company offering hockey programs and coaching for college and youth players. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm provides portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network and combines discretionary investment management with advisor-managed and third-party solutions.

Brian Hill is a ChFC® with 38 years of experience in the financial services industry. He has been with Capital Analysts since 1988 and also holds a long tenure at Lincoln Investment and John Hancock Mutual Life Insurance Company. In addition to advisory work, he is involved in life insurance sales. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a network of independent advisors and internal programs, utilizing both discretionary and non-discretionary investment approaches supported by an in-house research team.

Robert Dolan is a financial advisor with Trilogy Capital, Inc. based in Hingham, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at LPL Financial Corporation and Wells Fargo Clearing. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plans, offering investment management, financial planning, and retirement-plan consulting. The firm employs a strategic, globally diversified approach with risk-based portfolios and includes in-house tax planning and sub-advisory support.

Steven Dubin is a financial advisor with Capital Analysts in Braintree, MA, holding a Series 63 designation and over 49 years of industry experience. He has been affiliated with Capital Analysts and related entities since 1975 and also co-owns Williams & Dubin, a financial services and insurance firm providing life insurance, disability, annuities, and other compensation-related products. Capital Analysts serves a diverse client base including individuals, 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 combination of discretionary and non-discretionary investment approaches supported by an in-house research team and nationwide network of independent advisors.

Oscar Bunting is a financial advisor at Coastal Bridge Advisors with a Series 65 designation and one year of industry experience. Prior to joining Coastal Bridge Advisors, he worked at One Charles Private Wealth and has a background in education, including roles at the University of Massachusetts Amherst, Phillips Academy, Andover High School, and a middle school. Coastal Bridge Advisors serves individuals, family offices, trusts, estates, foundations, and qualified retirement plans with financial planning, consulting, and wealth management services. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and offers specialized advisory services including retirement plan consulting, HSA investment management, and assistance with various lending options through third-party institutions.

Cheryl Bush is a Series 65-licensed financial advisor with Prosperity Capital Advisors and has two years of industry experience. She has previously worked at Retirement Income Strategies, LLC dba Dellelo Wealth Management and NEXT Financial. In addition to her advisory role, Ms. Bush is a licensed insurance agent and also assists with tax preparation services through Shovel Town Tax. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies with access to mutual funds, ETFs, SMAs, and alternative solutions.

Seth Buckley is a CFP® with 35 years of industry experience, currently serving at ValMark Advisers, Inc. since 2013. His prior roles include positions at ValMark Securities, Inc., Pinnacle Financial Group, and M HOLDINGS SECURITIES, Inc. He is also President and Owner of Buckley Financial, an insurance sales business. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Todd Bragg is a financial advisor with Capital Analysts in Braintree, MA, holding a Series 66 designation and over 20 years of industry experience. He has worked at Lincoln Investment since 2012 and with Capital Analysts of New England since 2004. Outside of his advisory role, he manages a Cape Cod vacation property as a landlord. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and businesses. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and an in-house investment team that uses a proprietary mutual-fund screening process to construct model portfolios.

David Mclaren is a financial advisor with The Patriot Financial Group, LLC, holding 11 years of industry experience. He is also president and CPA of McLaren and Associates, CPAs, PC, an accounting firm specializing in tax strategies, business valuations, and forensic accounting. His dual roles span financial advisory and accounting services. 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, employing a range of investment options and ongoing account monitoring.

Michael O'Callaghan is a CFP® with 33 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He has worked at LaSalle St. Securities since 2016 and has been president of Harvest Financial Group LLC since 2006, providing financial advisory and planning services. His prior experience includes a role at Cantella & Co., Inc. from 2003 to 2006. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary portfolio management, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, with a notable emphasis on non-discretionary asset management.