Carroll Hayes Jr. is a CFP® professional with 31 years of industry experience. He is currently with Mission Wealth Management, LP and previously spent 16 years at Charles Carroll Financial Partners, LLC. Mission Wealth Management, LP is an SEC-registered multi-team advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients. The firm offers personalized wealth management, portfolio management, financial planning, and consulting services, employing a tiered service model tailored to client complexity and asset size.

Michael Patterson is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory work, Michael hosts a weekly Music Bingo night at a local pub and works as an energy advisor helping customers reduce electricity costs. The Patriot Financial Group serves individuals, small businesses, and retirement plans by offering investment management, financial planning, and retirement plan advisory services. The firm constructs tailored portfolios using a combination of fundamental, technical, and charting analysis, managing a diverse range of asset classes with ongoing monitoring and rebalancing.

Daniel McCarthy is a financial advisor with Apollon Wealth Management, LLC, holding Series 63, 65, and 66 licenses and 33 years of industry experience. His prior roles include positions at Royal Alliance Associates and The Quincy Group, Inc., where he served for over two decades. He is also an investor and part owner of Lionheart Behavioral Health Services, an outpatient clinic specializing in substance abuse and mental health treatment. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services with a combined centrally managed and local portfolio management approach, integrating both fundamental and tactical investment strategies along with tax-aware tools and alternative investment options.

Kyle Bateman is a CFP® and Series 66 credentialed advisor with 10 years of industry experience. He is affiliated with The Patriot Financial Group, LLC and has previously worked at firms including CETERA Financial Specialists LLC, Waypoint Wealth Management, Securities America Inc., and LPL Financial, LLC. Bateman is also licensed to sell fixed insurance products. The Patriot Financial Group serves individuals, small businesses, and retirement plans by providing investment management, financial planning, and retirement plan advisory services. The firm constructs tailored portfolios using a variety of asset classes and combines fundamental, technical, and charting analysis, with ongoing portfolio supervision and rebalancing.

Paul Tamagni is a financial advisor with LPL Financial in Milford, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at LPL Financial since 2015 and founded Northeast Planning Associates, Inc., an independent registered investment advisory firm, in 2020. Outside of his advisory work, he serves as President and Vice-President of Mt. Holly Marketing, a C Corporation established for personal tax planning purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

Brian Gaffney is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked with IHT Wealth Management since 2020 and has been associated with LPL Financial since 2012. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm uses a blend of fundamental stock selection and quantitative tools to manage diversified portfolios that include ETFs, mutual funds, third-party managers, fixed income, and option strategies, and it offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Louis Della Valle is a financial advisor with Dakota Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Inc., C2C Wealth Management, LLC, and LPL Financial. Outside of his advisory work, he serves as treasurer and board member of a condominium association. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm provides customized, primarily long-term portfolio management using a range of investment vehicles combined with ongoing oversight, and it also acts as a manager and general partner to private funds and a sub-adviser to a registered ETF.

John Khoury is a financial advisor at Savvy with 22 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab & Co, Inc from 2008 to 2023. Outside of his advisory role, he owns a property management business involving a condo rental in Lincoln, New Hampshire. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and external research.

Michael Galli is a financial advisor at The Patriot Financial Group, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Patriot Financial Group since 2019. Prior to that, he was with Lighthouse Capital, LLC and iCapital, LLC. Galli is also a licensed insurance agent specializing in health, life, and disability insurance. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management using a mix of analysis techniques and diverse securities, managing approximately $2.4 billion across 37 advisors.

Jessica Frigon is a financial advisor at Pallas Capital Advisors, LLC with a Series 65 designation. She has one year of industry experience and previously worked at Shepherd Kaplan Krochuk, LLC for three years. Pallas Capital Advisors is an SEC-registered multi-team advisory firm managing approximately $4.3 billion and serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, long-term wealth management services that include discretionary investment management, financial planning, family office services, and retirement plan advisory.

Karen Johnston is a financial advisor at Citizens Private Wealth with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Bancwest Investment Services and Bank of the West prior to joining Citizens. Johnston has been with Citizens Private Wealth since 2019 and is also associated with Citizens Securities, Inc. and Citizens Bank. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term asset allocation strategy within an open-architecture framework, offering discretionary and non-discretionary portfolio management alongside tax, estate structuring, and business consulting services.

George Conway Jr. is a Series 65 licensed financial advisor with seven years of industry experience, currently with Mission Wealth Management, LP since 2024. He previously worked at Charles Carroll Financial Partners, LLC, and spent six years at St. Sebastian's School. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients. The firm offers customized wealth management services, including portfolio management, financial planning, and institutional retirement plan services, with an emphasis on long-term investment strategies and a tiered service model tailored to client needs.

Brendan Bayron is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds the Series 66 designation and has previously worked with firms including Rise North Capital and Voya Financial Advisors. In addition to his advisory role, he is involved with Rise North Capital as an insurance agent, dedicating a significant portion of his time to this activity. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, using a range of investment products and an extensive network of affiliated entities.

Jared Sweeney is a CFP® professional with 15 years of industry experience currently affiliated with Mission Wealth Management, LP. His prior roles include positions at Lion Street Financial, PRW Wealth Management, and Contravisory Investment Management. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients. The firm offers wealth management, portfolio management, financial planning, and institutional retirement services, utilizing a tiered service model and emphasizing long-term investment strategies with a range of traditional and alternative assets.

Michael Jund is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63, 65, and 66 licenses and 27 years of industry experience. His prior roles include positions at Eagle Strategies, New York Life Insurance Company, and Hornor Townsend & Kent Inc. He is also an insurance agent specializing in life, accident, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations, offering financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives.

Christopher Connolly is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Capital Analysts since 1999 and concurrently affiliated with Lincoln Investment since 2012. Outside of advisory services, he is the owner of a software business called CloudSynergies. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, utilizing an in-house Investment Management & Research team and proprietary screening tools, while offering various portfolio management options and maintaining affiliations with Lincoln Investment and Pershing/BNY.

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. Mccarthy has worked at Lincoln Investment since 2012 and has been with Capital Analysts since 1986. Outside of advisory work, he serves as Chair of the Board of Directors for South Shore Health, a community health system. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients through discretionary and non-discretionary portfolio management. The firm operates an in-house investment management team, provides access to third-party managers, and supports advisors with various portfolio options and fiduciary services.

James Landry is a financial advisor with Pallas Capital Advisors, LLC, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 27 years of industry experience, including prior roles at Lincoln Financial Advisors Corporation and Triad Advisors LLC. Landry is also registered as a representative with Purshe Kaplan Sterling Investments and works with fixed life insurance and annuities. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, and family office services, employing a primarily long-term fiduciary approach using a range of investment vehicles including ETFs, mutual funds, individual securities, and alternatives.

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.