Christopher Ribeiro is a financial advisor at Coppell Advisory Solutions LLC with three years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at Alphastar Capital Management and Fidelity Investments. Before entering the financial industry, he served with the Medford Police Department for three years. 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 uses an open-architecture platform with internally developed and third-party asset allocation models to implement tailored investment strategies across a broad range of asset classes and employs continuous monitoring and periodic rebalancing.

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.

Stephen Beam is a financial advisor at StoneX Advisors Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including StoneX Securities Inc. since 2015. Outside of advisory work, he is owner and managing director of Regency Financial Group, LLC, which provides insurance and fixed annuity products to clients. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting through both independent advisors and an in-house Private Client Group. The firm uses various platforms and model-based solutions to implement portfolios and supports multiple account structures.

Glenn Frank is a PFS™ credentialed financial advisor with 29 years of industry experience. He is currently with EverSource Wealth Advisors, LLC and previously worked at Hightower Advisors, Lexington Wealth Management, Calibre Advisory Services, and Tanager Financial Services. Outside of his advisory role, he leads educational workshops as a professor through Frank Advising LLC. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, and investment advisory services through multiple investment programs and a national network of advisors, with a focus on comprehensive investor profiling and values-based strategies.

James Balfour is a CFP® and CFA® with six years of industry experience. He currently works at F.L. Putnam Investment Management Co., where he has been employed since 2021. Prior to that, he held positions at Lowell, Blake & Associates, Inc. and Loomis, Sayles and Company, LLC. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering customized investment management, financial planning, and OCIO-style advisory services. The firm’s team-based approach incorporates internally managed strategies and third-party managers across various asset classes, with options for sustainable investing and tax-aware rebalancing.

Yvan Bodart is a CFA® charterholder with three years of industry experience. He is currently with F L Putnam Investment Management Co., joining in 2023. His prior roles include positions at Boston Financial Management LLC, Cabot - Wellington, LLC, and Bank of America Private Bank. F L Putnam serves a diverse client base including individuals, families, institutions, and registered investment companies. The firm employs a team-based investment approach that integrates internally managed strategies and third-party managers across multiple asset classes, offering customized solutions such as discretionary and non-discretionary management, financial planning, and family office services.

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.

Michael Murphy is a CFA® charterholder with 12 years of industry experience. He has worked at Savvy since 2026, following a 12-year tenure at Congress Wealth Management LLC. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based long-term investment plans along with active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and fintech tools in its approach.

Robert Heitzman is a CFP® with 23 years of industry experience. He is currently with F.L. Putnam Investment Management Co., where he has worked since 2023. His prior experience includes roles at SVB Wealth LLC, Banyan Partners, LLC, and Rushmore Investment Advisors Inc. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering customized, team-based investment management and consulting services. The firm combines macroeconomic and security-level analysis with a mix of internally managed strategies and third-party managers across various asset classes.

Carrie Kulig is a CFP® and CFA® with 14 years of experience serving clients at CGN Advisors, LLC. She has been with the firm since 2012. Outside of her advisory role, she serves as an advisor to the Holyoke Civic Symphony board on treasury matters and consults on business strategy for CrowdBureau, a startup providing data and analytics for the peer-to-peer lending industry. CGN Advisors serves individuals, families, pension and profit-sharing plans, businesses, foundations, and charitable organizations. The firm employs a long-term, globally diversified investment approach combining asset allocation with Modern Portfolio Theory, core-plus-satellite, and active management strategies, emphasizing fiduciary duty and regular portfolio reviews.

Catherine Bearce is a financial advisor at FourStar Wealth Advisors, LLC with 23 years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials. Prior to joining FourStar, she worked at Nobles & Richards, Inc., Integrated Wealth Concepts LLC, LPL Financial, Osaic FA, Inc., and Ameriprise. In addition to her advisory work, she is involved in managing several personal business entities related to investment and alternative asset structures. FourStar Wealth Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis to tailor portfolios using various investment vehicles such as mutual funds, ETFs, individual securities, options, and independent managers, while also providing ERISA fiduciary retirement-plan consulting and private fund advisory services.

Brandon Mahogany is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Rise North Capital and served in the United States Navy. Mahogany also worked in higher education at Southern New Hampshire University. Foundations Investment Advisors LLC provides financial planning and portfolio management to a broad client base, including individuals, high-net-worth clients, and retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and offers tailored advice through model portfolios and discretionary authority arrangements.

Ryan Mcquilkin is a CFP® and CFA® with 11 years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2021 and previously spent seven years at Boston Private Wealth LLC. Mcquilkin is based in Lynnfield, MA. F.L. Putnam serves a diverse client base including individual investors, families, and institutions such as foundations and family offices. The firm employs a team-based, customized investment approach utilizing internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

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 at Kestra Private Wealth Services, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Citizens Securities, Inc. for nine years. Dolan is also a managing partner and financial advisor at Northeast Investment Group, where he is involved in insurance-related financial planning and portfolio management. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and platforms, supporting discretionary and non-discretionary arrangements.

Mitchell Glazier is a CFP® with 14 years of industry experience, currently serving as an advisor at Bay Colony Advisors since 2017. He previously operated Glazier Financial Advisors from 2014 to 2017 and has been with VestGen Advisors, LLC since 2026. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, and family office services. The firm combines a fundamental, long-term investment approach with access to third-party sub-advisers and distinguishes itself by integrating family-office and concierge services alongside institutional retirement fiduciary offerings.

David Matias is a Series 65-licensed advisor at Robertson Stephens with 22 years of industry experience. He has held roles at Vodia Capital, Vodia Ventures, and currently serves as managing member of the general partner for three venture funds affiliated with Vodia. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, offering portfolio management and planning services. The firm manages $8.76 billion in assets and employs a model-based investment approach overseen by its Investment Office and Committee.

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.