George Clarke is a financial advisor with Great Valley Advisor Group, LLC, holding the PFS™ designation and Series 66 license, with 24 years of industry experience. He has worked at LPL Financial and Holbrook Cooperative Bank and currently provides investment advisory services through US Financial Advisors, LLC. Clarke serves on the Board of Directors for Friends of Milton Crew, Inc., a community and charitable organization, and also holds roles on the boards of Abington Bank. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers or sponsored platforms.

Jack Bettle is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, holding Series 63 and Series 66 licenses with three years of industry experience. Before joining SHP Wealth Management, he worked at Fidelity Investments for three years. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, and corporations. The firm customizes Investment Policy Statements and uses a combination of fundamental, cyclical, and modern portfolio theory with a long-term trading orientation to guide asset allocation and monitoring.

Jordan Lee is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with two years of industry experience. He holds a Series 66 designation and has worked previously at Hub Pen and LYC Financial Group. Jordan serves as a trustee of the Krawshaw Family Trust alongside his siblings. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, including third-party manager selection and monitoring, emphasizing a predominance of non-discretionary asset management.

Keith Ellis II is a financial advisor with SHP Wealth Management, LLC in Plymouth, MA, holding a Series 65 designation and 11 years of industry experience. He has been with SHP Wealth Management since 2015 and has involvement in several business ventures, including co-ownership of Wicked Fire Pizza, a pizza food truck, and managerial roles in collectibles businesses such as Joes Stuff, LLC and G.O.A.T Cards and Collectibles, LLC. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops to individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm customizes investment policies and uses a long-term, theory-driven approach to asset allocation and ongoing monitoring.

Camden Newton is a financial advisor at Pallas Capital Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at GWM Advisors, LLC and PNC Bank. 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, employing a primarily long-term, fiduciary investment approach.

Matthew Angel is a CFP® with 15 years of industry experience currently affiliated with Diversify Advisory Services, LLC and DFPG Investments, LLC. His prior experience includes roles at Eagle Strategies (NY Life) and New York Life Insurance Company. In addition to his advisory work, he is an insurance broker appointed with outside carriers to broker non-registered insurance products. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach utilizing a combination of internal models and third-party solutions across multiple platforms and offers a wide range of investment strategies and consulting services.

Shannon Smith is a CFP® professional with 18 years of experience in the financial services industry. She is currently a financial advisor at Pallas Capital Advisors, LLC and has previously worked at UBS Financial Services, Inc. for 14 years. Pallas Capital Advisors 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, retirement plan advisory, and family office services, employing a primarily long-term, fiduciary approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Brian Durkin is a financial advisor at Arax Advisory Partners with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Bull Harbor Capital and Lake Street Advisors Group. Durkin is based in Marshfield, Massachusetts. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds, utilizing a combination of internal management and third-party models.

Timothy Mcaloon is a financial advisor with Capital Analysts in Quincy, MA, holding 12 years of industry experience. He is also an attorney and part owner of the law firm Marshall, Crane, & McAloon P.C., where he focuses on estate planning. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides both discretionary and non-discretionary investment management through an in-house team and third-party managers, supported by a proprietary mutual-fund screening process.

Michael Dias is a financial advisor at Fortis Capital Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and McAdam, LLC. Outside of his advisory work, Dias volunteers as an assistant soccer coach at Weymouth High School. Fortis Capital Advisors serves individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients by providing investment advisory and financial planning services. The firm emphasizes customized portfolio construction and ongoing monitoring, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Jason White is a financial advisor at MissionSquare Retirement with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Voya Financial and its affiliates for 11 years. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services, including discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Kyle Britton is a financial advisor at SHP Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining SHP Wealth Management in 2022, he worked at Equitable Advisors and Axa Advisors. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm customizes Investment Policy Statements, takes discretionary authority for trading, and applies fundamental, cyclical, and modern portfolio theory with a long-term trading orientation to asset allocation and monitoring.

Thomas Lally is a CFP® with 14 years of industry experience, currently with Great Valley Advisor Group, LLC. He has held positions at U.S. Financial Advisors, LLC, LPL Financial, LLC, and U.S. Wealth Management. His other business activities include providing administrative support to Great Valley Advisor Group. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party platforms.

Andrew Krout is a financial advisor at Pallas Capital Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has previously worked at De Groote Financial Group, LLC and Kelly Financial Services LLC. 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, retirement plan advisory, and family office services, employing a primarily long-term fiduciary approach with diversified portfolio construction.

Patrick Randall is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at New England Investment & Retirement Group and City Point Wealth Management. Randall is also a licensed insurance agent and occasionally offers related products to clients. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm employs a customized Investment Policy Statement for each client and uses fundamental, cyclical, and modern portfolio theory with a long-term orientation to guide asset allocation and monitoring.

Kevin Morse is a financial advisor with Capital Analysts, Incorporated in Braintree, MA, holding Series 63 and Series 66 registrations and 35 years of industry experience. He has been with Capital Analysts since 1991 and also maintains roles at Pinnacle Study Group as Treasurer and provides tax preparation and insurance services as a sole proprietor. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm’s investment approach combines discretionary management by an in-house team using a proprietary screening process with non-discretionary advisory services.

Richard Mullen is a financial advisor at Pallas Capital Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc., GWM Advisors, LLC, and Triad Advisors LLC. Outside of his advisory role, he is the founder and investor of ProStairs Fitness LLC, a fitness equipment manufacturer. 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, financial planning, and retirement plan advisory services primarily to individuals, trusts, estates, and retirement plans, utilizing a long-term fiduciary approach with diversified portfolios including ETFs, mutual funds, individual securities, and alternative investments.

Steven Galavotti is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 credential and 14 years of industry experience. He previously worked at Edward Jones for seven years before joining Mutual of Omaha in 2019. Outside of advising, he serves on the board of directors at Southcoast YMCA and is a silent partner in two car wash businesses. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through a platform relationship with Envestnet. The firm supports a range of investment options and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Francesco Conidi is a CFP® professional with 23 years of industry experience, currently advising at CliftonLarsonAllen Wealth Advisors, LLC since 2021. His prior experience includes roles at Charles Schwab and Charles Schwab Bank SSB between 2009 and 2021. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation using model portfolios with active and passive mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Michael Powers is a financial advisor with The AmeriFlex Group and holds a Series 66 designation. He has three years of industry experience and has previously worked at firms including Commonwealth Financial Network, Equitable Advisors, and New York Life Insurance Company. Outside of finance, he has experience working with local businesses such as Dino's and Cal's Brick Oven Pizzeria Company. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.