Jeffery Sutton is a Certified Financial Planner® with 28 years of industry experience. He is currently with Accelerate Retirement and has previously worked at firms including Commonwealth Financial Network and Donegal Investment Advisors. Sutton also operates a retirement plan advisory business under the name Axial Benefits Group. Accelerate Retirement serves individual and institutional clients by providing retirement plan consulting, investment management, financial planning, and fiduciary services, utilizing customized portfolios and a long-term investment approach.

Stephen Beam is a financial advisor with StoneX Advisors Inc. in Woburn, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with StoneX Securities Inc. since 2015. Beam is also the owner and managing director of Regency Financial Group, LLC, where he provides insurance and fixed annuity products to clients. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a range of advisor-managed and model-based investment solutions, supported by integrated clearing, custody, and lending capabilities through its affiliation with StoneX Group.

Glenn Frank is a financial advisor at EverSource Wealth Advisors, LLC with 29 years of industry experience. He holds the PFS™ designation and has previously worked at Hightower Advisors, LLC and Lexington Wealth Management, Inc. Outside of his advisory role, he delivers educational workshops through Frank Advising LLC and writes newsletters for a registered investment advisory firm. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of advisor representatives providing multiple investment programs and incorporates values-based portfolio options informed by a Judeo-Christian framework.

Yvan Bodart is a CFA® charterholder with three years of industry experience. He has worked at F L Putnam Investment Management Co. since 2023 and previously held roles at Boston Financial Management LLC, Cabot - Wellington, LLC, and Bank of America Private Bank. F L Putnam serves a broad range of individual and institutional clients, offering investment management, financial planning, OCIO-style advisory, family office solutions, and consulting. The firm uses a strategic asset allocation framework with internally managed strategies and third-party managers across multiple asset classes and is the investment adviser to the AOG Institutional Fund while providing specialized services through its wholly owned trust company.

Theresa Timmerman is a financial advisor at Vanderbilt Advisory Services with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vanderbilt Advisory Services since 2017, following a two-year tenure at Financial West Group. Outside of advisory work, she is a medical technologist at Elliot Hospital Satellite Lab in Londonderry, NH. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach that integrates fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

David Clark is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC since 2022. His prior experience includes roles at Mass Mutual Investors Services and Bts Securities Corporation. Outside of his advisory work, he is involved in a small business selling body products at event markets and holds insurance agent licenses with various companies. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

Robert Heitzman is a CFP® with 22 years of industry experience. He is currently with F.L. Putnam Investment Management Co., where he has worked since 2023, following a nine-year tenure at SVB Wealth LLC. F.L. Putnam serves a diverse clientele that includes individual investors, institutions, and registered investment companies, offering discretionary and non-discretionary investment management, financial planning, OCIO advisory, family office solutions, and consulting. The firm uses a strategic asset allocation framework with internally managed and third-party strategies across multiple asset classes and is noted for its management of the AOG Institutional Fund and ownership of trust and custody services through Darwin Trust Company.

Carrie Kulig is a CFP® and CFA® with 14 years of industry experience, currently serving as an advisor at CGN Advisors, LLC since 2012. She advises the Holyoke Civic Symphony on treasury functions for its board of directors. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, regularly utilizing institutional third-party managers and conducting periodic portfolio reviews.

Catherine Bearce is a CFP® and ChFC® with 22 years of industry experience. She is currently with Fourstar Wealth Advisors, LLC and has previously worked at Nobles & Richards, Inc., Integrated Wealth Concepts LLC, LPL Financial, and Lincoln Financial Advisors. Outside of her advisory role, Bearce is involved in managing alternative investment and asset protection entities. Fourstar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, institutions, and charitable organizations. The firm manages portfolios primarily on a discretionary basis using a mix of mutual funds, ETFs, individual securities, and selected managers, employing both fundamental and technical analysis tailored to client risk tolerances.

Brandon Mahogany is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and has prior experience working at Mahogany Advisors, Rise North Capital, Southern New Hampshire University, and the United States Navy. 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 provides portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Ryan Mcquilkin is a CFP® and CFA® with 11 years of industry experience. He has been with F.L. Putnam Investment Management Co. since 2021 and previously worked at Boston Private Wealth LLC from 2014 to 2021. F.L. Putnam serves individual and institutional clients, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm uses a strategic asset allocation framework combining internally managed strategies and third-party managers across various asset classes.

Kristen Lindahl is a CFP® professional with eight years of industry experience, currently serving as an advisor at Fiduciary Financial Advisors since 2024. Prior to this role, she was not employed in the financial industry. Fiduciary Financial Advisors serves a diverse client base including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines discretionary investment management with services such as outsourced CFO engagements and digital-asset portfolio management, using a blend of fundamental, quantitative, and technical analysis tailored to client needs.

Luis Dolan is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 16 years of industry experience. Prior to joining Kestra in 2022, he worked at Citizens Securities, Inc. for nine years. Outside of his role at Kestra, Dolan serves as a managing partner and financial advisor at Northeast Investment Group, where he assists clients with investment portfolios and financial planning. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm supports advisor-managed accounts with discretionary and non-discretionary options, financial planning, and various investment platforms while maintaining supervisory oversight and offering access to both in-house and third-party solutions.

David Matias is a Series 65-licensed advisor at Robertson Stephens Wealth Management with 21 years of industry experience. He has been with Robertson Stephens since 2022 and is also the managing member of the general partner for three venture funds under Vodia Ventures, which he has been involved with since 2004. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Investment Committee, managing over $7 billion in client assets as of December 31, 2024.

Peter Klinkmueller is a financial advisor at Alera Investment Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Strategic Retirement Plan Consultants, Inc. and LPL Financial. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans, employing a primarily long-term, fundamental-analysis-driven investment approach.

Timothy Dick is a CERTIFIED FINANCIAL PLANNER™ practitioner at The Fiduciary Alliance with five years of industry experience. He has previously worked at Dakota Wealth, LLC and John Hancock Investment Management Distributors LLC. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other investment advisers. The firm combines fundamental, technical, cyclical, and charting analysis in managing portfolios and offers a range of services including estate planning and risk management.

Jacob Stewart is a financial advisor at Keel Point, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Granite Financial Partners and Cetera Advisors. Stewart has been with Keel Point since 2023. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to deliver strategic and tactical asset allocations across a range of investment programs, with offerings that include sub-advisers, customization options, and periodic portfolio monitoring.

Benjamin Dickinson is a financial advisor with Santander Securities LLC in Wilton, NH, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Santander Securities since 2019 and concurrently works at Santander Bank, NA. Outside of finance, Dickinson manages Sad Milk Collective, a music collective that releases music via a Patreon platform and assists with album releases. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs, financial planning, tax and values overlay services, and access to securities-based lending, delivering investment advice through a managed-account platform with third-party managers and centralized support.

James Perry is a financial advisor with Advisory Services Network, holding a Series 66 designation and seven years of industry experience. He previously worked at Banker Life Securities and Bankers Life & Casualty. Perry is also a licensed insurance agent involved in life insurance, annuity, and Medicare plan sales. He is a co-owner of Wealthpath Financial, Inc., a service company for business income and expenses. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment consulting, and a wrap-fee program, managing approximately $8.6 billion in client assets.

Gary Pelletier is a financial advisor with Northeast Planning Associates, Inc. and holds the ChFC® and Series 63 designations. He has 41 years of industry experience, including roles at Northeast Planning Associates since 2003 and LPL Financial since 2007. Pelletier also serves as a trustee for an irrevocable insurance trust for his parents. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular, consultative planning engagements and access to investment management, managing approximately $327.7 million in client assets.