Robert Doherty is a CFP® and ChFC® with 17 years of experience in the financial services industry. He is currently with Diversify Advisory Services, LLC and its affiliated firm DFPG Investments, LLC, having previously worked at New York Life Insurance Company and Eagle Strategies. Outside of his advisory role, Doherty volunteers as a youth wrestling coach and serves on the Woburn Wrestling Team board. Diversify Advisory Services, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a combination of internal models and third-party solutions across multiple platforms, offering a broad range of investment strategies and multi-family office support.

Raymond Celaya is a CFP® and CFA® with 16 years of industry experience, currently serving at Plante Moran Financial Advisors and its affiliate Plante & Moran, PLLC. He has been with Plante Moran Financial Advisors since 2005 and with Plante & Moran, PLLC since 2016, holding a partner position at the latter. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional investors, not-for-profits, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model and typically manages assets on a non-discretionary basis.

James Healy is a financial advisor at Gateway Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Main Street Financial Advisory LLC, Keurig Dr. Pepper, and Dunkin' Brands, Inc. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers, and manages approximately $1.25 billion in assets.

Tugba Pasaogullari is a financial advisor at Santander Securities LLC with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including The Colony Group and J.P. Morgan Securities LLC. Santander Securities LLC serves a broad retail client base with investment advisory, portfolio management through wrap-fee programs, and financial planning services. The firm operates as both a registered investment adviser and a FINRA-registered broker-dealer, offering multi-strategy investment platforms and affiliated banking relationships.

Mark Gatti is a CFP® professional with 44 years of experience in the financial industry. He is currently an advisor at Novem Group, where he has worked since 2020. Prior to that, he held roles at American Portfolios Advisors, Inc., American Portfolios Financial Services, Inc., and H.D. Vest Investment Securities, Inc. Mark also owns Topsfield Financial Group, a tax preparation business. Novem Group provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a mixed approach that includes fundamental, cyclical, and technical analysis and offers discretionary management with regular monitoring across various investment vehicles.

Warren Baum is a Series 63-licensed financial advisor with 34 years of industry experience. He has worked at Packerland Brokerage Services, Inc. since 2021 and previously spent nearly three decades with Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he is also a sole proprietor offering professional services in tax preparation, accounting, and legal matters as an attorney. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors. The firm provides financial planning, portfolio management, wrap-fee programs, and retirement-plan consulting, utilizing a combination of direct management and third-party money managers via the Hilltop/Hilltop-cleared Envestnet platform.

Anthony Mazzariello is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior roles include positions at Lincoln, Edward Jones, Northern Lights Distributors, W.E. Donoghue & Co., and Oppenheimer Funds Distributor. He is also the president and founder of Nexus Financial Advisors, LLC, a financial services practice he established for potential future expansion. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients. The firm offers portfolio management through discretionary and non-discretionary models, access to third-party managers, and retirement-plan advice, supported by an in-house Investment Management & Research team that employs proprietary screening processes and maintains institutional relationships.

Kent Niebuhr is a financial advisor with Capital Analysts, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at Capital Analysts since 2022 and has been affiliated with Lincoln Investment since 2015. Capital Analysts serves a diverse range of clients, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors, combining discretionary investment management with proprietary mutual fund screening and tax-aware strategies.

Shaopeng Zhu is a financial advisor at McAdam LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at McAdam since 2014, with prior experience at Purshe Kaplan Sterling Investments and Madison Avenue Securities. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client portfolios on a discretionary basis using a range of traditional and specialized investment strategies.

Mark Hemenway is a CFP® with five years of industry experience, currently serving as a financial advisor at Lifeworks Advisors, LLC. His prior experience includes roles at Bankers Life Advisory Services and Benevento Companies. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses with wealth management, financial planning, and portfolio management services. The firm utilizes both planning-based and risk-based investment approaches, integrates tax and accounting capabilities, and employs a multi-advisor platform managing approximately $1 billion in assets.

Matthew Tehan is a financial advisor at Capital Analysts with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including UBS Financial Services and Lincoln Investment. Outside of his advisory role, he occasionally works as a contractor for food delivery services. 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 and retirement-plan advice through a combination of discretionary and non-discretionary investment approaches, supported by an in-house Investment Management & Research team and partnerships with third-party managers.

Jason Mahoney is a financial advisor at The Patriot Financial Group, LLC, holding a Series 65 license and having two years of industry experience. Prior to joining The Patriot Financial Group, he worked at Bank Gloucester for four years. Outside of advising, he serves as Secretary/Treasurer for the North Shore Business Networkers, a local business networking organization. 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 independent managers as part of its comprehensive approach.

Daniel Flanagan is a CFP® professional with 24 years of experience in financial advisory services. He is currently with EverSource Wealth Advisors, LLC and previously spent a decade at Canby Financial Advisors and Commonwealth Financial Network. His background also includes roles at Lexington Wealth Management, Calibre Advisory Services, and Tanager Financial Services. EverSource Wealth Advisors serves individual and institutional clients, including families, estates, charitable foundations, and independent RIAs. The firm offers wealth management, financial planning, and investment advisory services through a national network of advisors, utilizing diverse investment platforms and private market opportunities.

Denise Lacause is a financial advisor at Capital Analysts with 13 years of industry experience. She holds a Series 66 designation and has worked at Lincoln Investment Planning Inc since 2013, following a brief tenure at Edward Jones in 2012. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolio advisory services, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Richard Spencer Jr. is a financial advisor at Simplicity Wealth with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Aegis Wealth Management, Virtue Capital Management, and Hornor Townsend & Kent Inc. In addition to his advisory work, he operates a tax preparation service and sells insurance and annuities through his business, Develop Your College Game Plan. Simplicity Wealth serves a diverse client base including individual, high-net-worth, corporate, and institutional investors, as well as other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers a managed account platform with ongoing portfolio monitoring and third-party manager oversight.

Johnathan Breen is a CFP® with 12 years of industry experience, currently serving as a financial advisor at OneSeven. He has held advisory roles at several firms, including Raymond James Financial Services and Boston Harbor Wealth Advisors. In addition to his advisory work, Breen operates the Law Offices of Johnathan C. Breen, where he focuses on estate planning. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach using diversified portfolios with access to alternative investments and independent manager strategies.

Jason Ruel is a CFP® with 16 years of industry experience and currently serves as a financial advisor and general manager at Kestra Private Wealth Services, LLC. He previously worked at Citizens Securities, Inc. for eight years. Outside of his advisory role, he owns an art business selling original artwork and serves on the board of directors for the nonprofit Mission of Deeds. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specializes in advisor-managed accounts, third-party platforms, and specialized offerings such as annuity subaccount and 529 plan services.

Stanton Green is a financial advisor with Capital Analysts in Danvers, MA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His prior roles include positions at Lincoln Investment Planning, Inc. for 15 years and CUNA Brokerage Services, Inc. for 3 years, as well as Equitable Advisors for 4 years. Capital Analysts serves a diverse clientele including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network, combining discretionary investment management by an in-house team with non-discretionary options.

Bradley Small is a financial advisor at OneAscent Financial Services LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Wells Fargo Advisors and Thrivent Advisor Network. Outside of his advisory duties, he serves as a volunteer board member for the North Shore Chamber of Commerce and founded the Solomon Fund, a charity car show benefiting nonprofit causes. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and other services, employing individualized asset-allocation strategies and utilizing various model-based and overlay management platforms.

Jeffrey Street is a CERTIFIED FINANCIAL PLANNER™ professional with 38 years of industry experience. He has been with StoneX Advisors Inc. since 2015 and previously worked at StoneX Securities Inc. and at his own firm, Street Financial Services, which he has operated since 1991. In addition to his advisory work, he serves as a trustee for the Brookmeadow Office Park, participating in association governance. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of advisor-managed and model-based solutions supported by proprietary and third-party money managers, operating within the broader StoneX Group ecosystem.