Joseph Cullen is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor and managing director at Pallas Capital Advisors, LLC. Prior to joining Pallas in 2021, he worked for UBS Financial Services Inc. for 21 years. Outside of his advisory role, Cullen is active in the Salem Country Club, where he serves as chairperson of the Pool & Tennis Committee and is a member of the investment and by-laws committees. 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 with diversified portfolio construction.

Joseph Baaklini is a CFP® and Series 65-registered advisor with seven years of industry experience. He has worked at Foundations Investment Advisors LLC since 2019 and previously spent five years at Pall Corporation. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach, offering both discretionary and non-discretionary management through a large network of affiliated offices.

Andrew Morehouse is a financial advisor at Santander Securities LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Santander Securities and Santander Bank since 2019, as well as at Voya Financial Advisors from 2014 to 2019. 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 wrap-fee advisory programs, financial planning, tax and values overlay services, and securities-based lending, delivering investment advice through a managed-account platform with third-party managers and ongoing compliance oversight.

Praveena Naduthota is a financial advisor at Pallas Capital Advisors, LLC with two years of industry experience. She has worked at Phillips since 2003 and holds a role in global business transformation within manufacturing. 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.

Peter Gillis is a financial advisor at Pallas Capital Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Piper Sandler & Co. and Sandler, O'Neill & Partners, L.P. There are no notable outside activities reported. 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, primarily using a long-term, fiduciary approach that includes ETFs, mutual funds, individual stocks and bonds, and alternative investments.

Diane Rule is a financial advisor at The Patriot Financial Group, LLC, with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Cetera Investment Advisers LLC, Securities America, Inc., and LPL Financial, LLC. Diane also owns Rule Financial Services, an advisory business focused on financial 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 monitoring accounts through ongoing analysis and third-party managers.

Dennis Coite is a CFP® professional with 12 years of industry experience, currently serving at StoneX Advisors Inc. since 2015. He has also been affiliated with StoneX Securities Inc. since 2014 and operates Ron Coite & Associates, which offers health, life, and long-term care insurance sales as well as tax preparation services. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations through a combination of independent advisors and an in-house Private Client Group. The firm employs advisor-managed portfolios, proprietary models, and third-party money managers to serve a diverse client base.

Patrick Furnari is a financial advisor with Capital Analysts, holding a Series 63 designation and over 30 years of industry experience. He has been with Capital Analysts since 2002 and also maintains roles at Lincoln Investment, Tactical Solutions, and KAF Financial. Outside of advising, he provides business consulting services through Tactical Solutions, focusing on operations and debt refinancing. Capital Analysts serves a diverse client base that includes individual and 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 methods supported by an in-house research team.

Daniel Falcone is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 65 designation and five years of industry experience. Prior to joining Stratos Wealth Advisors in 2021, he worked at Veritas Boston Wealth Management and MFS. His background also includes roles in financial advising and technology specialization. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, third-party manager programs, and other advisory services tailored to individual goals.

Jack McCroken is a CFP® with 15 years of industry experience, currently serving at Pallas Capital Advisors, LLC. His prior roles include positions at UBS Financial Services, Inc., Triad Advisors LLC, and Purshe Kaplan Sterling Investments, Inc. In addition to his advisory work, he is a notary, providing notarial services. Pallas Capital Advisors is an SEC-registered 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 services that integrate investment management, financial planning, family office services, and retirement plan advisory.

Carroll Hayes Jr. is a CFP® professional with 31 years of experience in the financial services industry. He currently works at Mission Wealth Management, LP and has previously been with Charles Carroll Financial Partners and Fidelity. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by offering wealth management, financial planning, investment management, and related consulting services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing a range of investment vehicles and both discretionary and non-discretionary account arrangements.

Michael Patterson is a financial advisor at The Patriot Financial Group, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, Michael hosts a weekly Music Bingo night at a local brewpub and works as an Energy Advisor, assisting customers with electricity bill savings. 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, utilizing a mix of charting, fundamental and technical analysis, and may engage independent managers for portions of client assets.

Tucker Roeder is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently a partner and investment adviser representative at Fortis Capital Advisors, LLC dba LRVS Advisory Group, LLC. His prior experience includes roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc., McAdam, LLC, and VOYA Financial Advisors, Inc. 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, primarily discretionary portfolio solutions and a range of services including financial planning, retirement plan consulting, and educational workshops, utilizing a mix of passive, active, tactical, and ESG-aware investment strategies.

Daniel McCarthy is a financial advisor at Apollon Wealth Management, LLC with 34 years of industry experience. He has previously worked at Royal Alliance Associates and The Quincy Group, Inc., where he also served as President. In addition to his advisory role, McCarthy is an owner of Lionheart Behavioral Health Services, an outpatient clinic providing substance abuse and mental health treatment. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in assets across 145 advisors and 67 offices. The firm serves a diverse client base including individuals, families, trusts, businesses, and retirement plans, employing a combination of centralized strategy mandates and locally managed portfolios supported by rigorous due diligence and advanced technology tools.

Kyle Bateman is a CFP® with 10 years of industry experience, currently with The Patriot Financial Group, LLC in Walpole, MA. He has worked with several firms, including Cetera Financial Specialists LLC, Securities America Inc., and LPL Financial, LLC. Bateman also holds a Series 66 license and is involved in sales of fixed insurance products as an insurance agent. 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 variety of investment options and independent managers, and offers a formal wrap-fee program alongside comprehensive financial planning and insurance services.

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 credentials and bringing 30 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, C2C Wealth Management, LPL Financial, Osaic FA, and UBS Financial Services. He serves as treasurer and board member for a condominium association in Laconia, NH. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management to individuals, trusts, foundations, retirement plans, charitable organizations, business enterprises, and pooled investment vehicles. The firm employs a long-term, customized investment approach using fundamental, technical, and quantitative analysis, and is involved in managing pooled and private fund structures as well as acting as a sub-advisor to a registered ETF.

Gerald Robillard is a financial advisor with Virtue Capital Management, LLC, holding a Series 63 designation and 19 years of industry experience. He has worked at Virtue Capital Management since 2020 and previously held roles at Cutter Financial Group LLC and Precision Capital Management. He is also president of GJR Financial, Inc., an insurance and advisory business. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers portfolio management, financial planning, and consulting services using a mix of tactical, strategic, and dynamic investment approaches through a multi-team model.

Jack Mc Carty 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, Loomis Sayles, and Rise Private Wealth Management. Outside of the financial sector, he has experience in the hospitality industry, including roles at 1230 Ocean Bistro and Jim's Dock. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios incorporating equities, fixed income, mutual funds, ETFs, and alternative investments.

Michael Galli is a financial advisor with The Patriot Financial Group, LLC in Walpole, MA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to joining Patriot Financial Group in 2019, he worked at Lighthouse Capital, LLC and iCapital, LLC. He is also a licensed insurance agent for health, life, and disability insurance. The Patriot Financial Group serves individuals—including high-net-worth clients—small businesses, trusts, estates, and retirement plans with investment advisory and financial planning services. The firm customizes portfolios based on client goals and risk tolerance, employing a mix of charting, fundamental and technical analysis, and may utilize unaffiliated independent managers for some client assets.