Jonathan Dick is a financial advisor with The Fiduciary Alliance, holding a Series 65 credential and three years of industry experience. He has worked at The Fiduciary Alliance and Dick Insurance Agency since 2020, and previously held roles in the biopharmaceutical sector and at the University of Rhode Island. In addition to his advisory role, he is involved with the Dick Insurance Agency as an agent and account executive. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a multi-divisional structure with a network of representatives, offering client-specific investment strategies that combine fundamental, technical, cyclical, and charting analyses alongside third-party manager allocations.

Timothy Lane is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Pinnacle Investments since 2019 and has also worked at Global Investment Advisors, LLC and Essex Securities LLC since 2010. In addition to his advisory roles, Lane has worked as a high school teacher at Malden High School for over 28 years. Pinnacle Investments serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering financial planning, portfolio management, and access to third-party managers. The firm employs a range of investment strategies across multiple asset classes and functions as both a registered investment adviser and broker-dealer, with affiliated sub-advisory services and custodial relationships.

Alan Sharpe is a financial advisor at Capitol Securities Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arthur W Wood Company Inc, Arthur Wood Investment Advisors Corp, and Moors & Cabot. He also operates a separate business under the name AL Sharpe Financial LLC. Capitol Securities Management serves individual, institutional, and corporate clients with portfolio management, financial planning, and consulting services. The firm functions as both a broker-dealer and registered investment adviser, offering various advisory programs including discretionary and non-discretionary accounts and access to third-party money managers.

Mark Lynch is a financial advisor with Advisory Services Network, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at Digital Federal Credit Union and LPL Financial, each for 11 years. Lynch is based in Andover, MA. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing about $8.6 billion in client assets with a range of investment strategies and implementation options.

Kimberly Ratcliffe is a CFA® charterholder with 24 years of experience in the investment industry. She has worked at F.L. Putnam Investment Management Co. since 2022 and previously spent 21 years at Salem Capital Management, Inc. F.L. Putnam serves a diverse range of individual and institutional clients, offering discretionary and non-discretionary investment management, financial planning, OCIO advisory, and family office solutions. The firm employs a strategic asset allocation framework with customized portfolios that include internally managed strategies and third-party managers across multiple asset classes.

Dennis Palmerini is a CFP® professional with 17 years of industry experience, currently serving at Blackridge Asset Management, LLC since 2019. His prior roles include positions at PEAK Brokerage Services, LLC, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and MML Investor Services. In addition to his advisory work, he is involved in property and casualty insurance sales and services. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm employs a client-driven investment process with a range of portfolio management options and conducts thorough due diligence on sub-managers, offering its clients custodial statements and periodic performance reviews.

Mark Celi is a financial advisor at St. Bernard Financial Services, Inc. in Concord, MA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Asset Financial Inc and was self-employed before joining St. Bernard in 2020. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, providing investment advisory and brokerage services including portfolio management and financial planning. The firm follows a long-term, conservative growth approach with tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds while considering tax and risk factors.

Kimberly Harding is a CFP® with 22 years of industry experience, currently serving at Diversify Advisory Services, LLC and DFPG Investments, LLC since 2025. She previously worked at Eagle Strategies (NY Life), Nylife Securities LLC, and New York Life Insurance Company from 2003 to 2025. Harding also provides fixed insurance brokerage services through Harding Financial & Insurance, a business she has been involved with since 2007. Diversify Advisory Services, LLC offers 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 emphasizes tactical diversification, employing a range of investment strategies and platforms to manage portfolios and provide comprehensive financial planning.

Nicholas Carbone is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. He holds a Series 63 designation and has worked previously at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Dynatrace, and Trident Fisheries. Outside of his advisory role, he provides business coaching and strategic planning to business owners through Sooner Business Advisors. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Roger Moulton Jr. is a CFP® professional with 34 years of industry experience. He is currently with EverSource Wealth Advisors, LLC and previously worked at LPL Financial for 13 years. EverSource Wealth Advisors serves individual clients, families, estates, trusts, charitable foundations, retirement plans, and institutional relationships, offering wealth management, portfolio management, financial planning, consulting, and back-office support. The firm operates multiple investment programs, provides structured support to other advisory firms, and manages private market access and a pooled private real-estate fund.

Brandon Frye is a CFP® with 18 years of industry experience, currently serving as an advisor at Robertson Stephens Wealth Management. He has been with Robertson Stephens since 2022 and also maintains a role at Vodia Capital, LLC. Outside of his advisory work, Frye provides financial coaching for new widows through Wings for Widows. Robertson Stephens Wealth Management serves a diverse client base including high-net-worth individuals, families, trusts, charitable organizations, and retirement plans. The firm combines personalized advice with centrally developed model portfolios and oversight, offering a range of services from portfolio management to tax and estate planning.

Robert Caron is a financial advisor with Westminster Financial Advisory Corporation, holding a Series 66 designation and 23 years of industry experience. He has been with Westminster Financial Advisory Corporation and its affiliated broker-dealer since 2010. Outside of his advisory role, he serves as a JV hockey coach at Haverhill High School during the hockey season. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s approach emphasizes diversified, multi-asset class allocation with a buy-and-hold strategy complemented by tactical adjustments based on economic or market conditions.

Jed Kutzen is a Series 66-licensed financial advisor with Prospera Financial Services, Inc., based in Melrose, MA. He has 21 years of experience in the industry and has been with Prospera since 2014. Outside his role at Prospera, Mr. Kutzen conducts investment-related business through Kutzen Financial. Prospera Financial Services is a multi-team advisory and broker-dealer firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through a network of advisors, offering a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.

Stephen Guy is a financial advisor with Northeast Planning Associates, Inc. and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including long-term roles at LPL Financial and prior work with Householder Group Estate & Retirement Specialists. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services primarily 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.

John Mara is a financial advisor with OnePoint BFG Wealth Partners in Burlington, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Northwestern Mutual and LPL Financial. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a wide range of clients, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations, using a client-specific investment approach that integrates third-party managers, proprietary models, and technology-driven operational support.

Paul Bedinger is a financial advisor at Capitol Securities Management, Inc. with 45 years of industry experience. He holds a Series 63 designation and previously worked at Cantella And Co., Inc. for 12 years before joining Capitol Securities in 2022. Outside of his advisory role, he serves as a trustee for the Kyle Bedinger Memorial Trust. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services alongside financial planning, pension consulting, and insurance products. The firm manages assets through various programs and employs a network of representatives who develop client-specific investment policies.

Joni Stone is a financial advisor at F L Putnam Investment Management Co. with five years of industry experience. She holds the Series 65 designation and previously worked at 42 North Private Bank, Bank of New England Mortgage, and Academy Communications. F.L. Putnam serves a diverse range of individual and institutional clients, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm builds customized portfolios using both internally managed strategies and third-party managers across multiple asset classes, incorporating strategic asset allocation with tactical adjustments.

Silverio Boleto is a financial advisor with Santander Securities LLC, holding a Series 66 designation and 14 years of industry experience. He has been with Santander Securities and Santander Bank since 2012. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with discretionary portfolio management and ongoing compliance oversight.

Christopher Ribeiro is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Coppell Advisory Solutions in 2025, he worked at Alphastar Capital Management and Fidelity Investments, and served in the Medford Police Department. 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 employs an open-architecture platform with tailored investment strategies and a broad investment toolkit across various asset classes.

Stephen Boudreau is a financial advisor at Alera Investment Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Strategic Retirement Plan Consultants, Inc. and LPL Financial. He also provides administrative support to Strategic Retirement Plan Consultants, an independent investment advisory firm. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to a broad client base, including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental analysis approach while incorporating various investment vehicles and provides ongoing portfolio supervision and consulting services.