Lynn Kaplan is a CFP® with 45 years of industry experience. She is affiliated with Capital Analysts and has worked with Lincoln Investment, Aag Securities, Commonwealth Equity Services, and Horizon Group Insurance & Agency throughout her career. Kaplan serves as a Managing General Agent for fixed annuities, life insurance, and long-term care insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and provides a range of advisory services through various program options.

Christopher Duffy is a CFP® with 26 years of industry experience, currently serving at Capital Analysts and Lincoln Investment. He has held leadership roles at Capital Analysts of New England, including president, and also works as a life insurance agent. Outside of his advisory and insurance activities, he is vice chair of planned giving for the South Shore Hospital Charitable Foundation. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, leveraging an in-house investment management team and proprietary screening processes, with affiliations that support a range of advisory and outside business activities.

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 with Belpointe Asset Management LLC, based in Hingham, MA. She has three years of industry experience, including roles at Fortis Capital Advisors, LLC and McAdam LLC. Outside of advising, she has worked as an independent insurance agent focusing on fixed insurance sales. Belpointe Asset Management serves a diverse client base, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies ranging from passive to active and tactical approaches, combining internal and third-party management to meet client objectives.

Joffrey Smith is a CFP® and ChFC® with 22 years of experience in the financial services industry. He is currently with The Patriot Financial Group, LLC in Worcester, MA, where he has worked since 2014. His prior experience includes roles at LPL Financial LLC, Securities America, Inc., and Cetera Financial Specialists LLC. Outside of financial advising, he is the CEO of an insurtech company, Concordia Exchange, Inc., and serves on multiple nonprofit boards, including the Worcester Art Museum and the Estate and Business Planning Council of Worcester County. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a range of securities and conducts regular account reviews, managing approximately $2.4 billion across 37 advisors.

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 work, he serves as president of the Clifford H Marshall Foundation, a charitable organization focused on fundraising for an elementary school. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management utilizing in-house research and model portfolios, with a distinctive approach that includes affiliations with Lincoln Investment and a range of outside business activities by its advisors.

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 with Santander Securities LLC in Abington, MA, holding Series 65 and Series 63 registrations and bringing 11 years of industry experience. He has been with Santander Securities and Santander Bank since 2016. 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 provides 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 at Capital Analysts with 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2004. Outside of his advisory work, he owns and helps operate a company that offers hockey programs and coaching for college and youth players. Capital Analysts serves a diverse client base including individuals, retirement plans, trusts, and corporate clients, providing portfolio management through both discretionary and non-discretionary programs supported by an in-house investment research team.

Brian Hill is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with Capital Analysts since 1988 and holds additional roles at Lincoln Investment and John Hancock Mutual Life Insurance Company. He is also active as an insurance agent, focusing on life insurance marketing to clients. Capital Analysts serves a wide range of clients including individuals, high-net-worth investors, retirement plans, trusts, and corporate entities. The firm offers discretionary and non-discretionary portfolio management, with investment decisions supported by an in-house research team and a proprietary mutual fund screening process.

Robert Dolan is a financial advisor with Trilogy Capital, Inc. in Hingham, MA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has worked with LPL Financial Corporation and Flagship Wealth Management during his career. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm utilizes a risk-based, diversified asset allocation approach with both in-house models and third-party sub-advisors, incorporating fundamental and technical analysis alongside non-traditional investment instruments when appropriate.

Robert Loporto is a financial advisor at Diversify Advisory Services, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Axial Financial Group and Commonwealth Financial. Outside of his advisory role, he serves as a Town Meeting Representative for the Town of Dedham. Diversify Advisory Services is an SEC-registered enterprise adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management options and fee structures tailored to client needs.

Steven Dubin is a financial advisor with Capital Analysts who holds a Series 63 designation and has 49 years of industry experience. He has worked with Lincoln Investment since 2012 and has been involved with Williams & Dubin and various Capital Analysts entities dating back to 1975. Outside of his advisory role, he owns and operates Williams & Dubin, a financial services and insurance firm specializing in life insurance, disability, health products, and supplemental compensation programs. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through multiple programs, supported by an in-house investment team that utilizes proprietary screening methods and model portfolios.

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 credential and possessing 20 years of industry experience. He has worked with Lincoln Investment since 2012 and has been affiliated with Capital Analysts of New England since 2004. Outside of his advisory role, he manages a Cape Cod vacation house rental. Capital Analysts serves a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers portfolio management through discretionary and non-discretionary programs and utilizes an in-house Investment Management & Research team that operates model portfolios and a proprietary mutual-fund screening process.

David Mclaren is a financial advisor with The Patriot Financial Group, LLC, based in Shrewsbury, MA, and holds over 10 years of industry experience. He has been with The Patriot Financial Group since 2015 and also serves as president and CPA for McLaren and Associates, CPAs, PC, an accounting firm specializing in tax strategies, forensic accounting, business valuations, and profit improvement consulting. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base including individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management using a variety of securities and analytical methods, and manages approximately $2.4 billion across 37 advisors.

Michael O'Callaghan is a CFP® with 33 years of experience in the financial advisory industry. He is affiliated with LaSalle St. Investment Advisors, L.L.C. and has worked at LaSalle St. Securities since 2016. Additionally, he serves as president of Harvest Financial Group LLC, providing financial advisory and planning services. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses, with a focus on both non-discretionary and discretionary asset management strategies.

Ryner Gorowsky is a financial advisor at Pallas Capital Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services Inc. outside of his current roles. In addition to his advisory work, he assists as a server at The Broadway restaurant in South Boston. 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 serves individuals, trusts, estates, and retirement plans with a primarily long-term, fiduciary investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments.