Jason Sikorski is a CFP® professional with six years of industry experience. He is currently an advisor at Wingate Wealth Advisors, Inc. in Lexington, MA, having previously worked at Commonwealth Financial Network and Pioneer Valley Financial Group. Wingate Wealth Advisors provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm uses a blend of active and passive investment strategies, operates on a fee-only basis, and manages the majority of client assets under discretionary authority.

Corey Lampman is a financial advisor at BTS Asset Management, Inc. with two years of industry experience. He holds the Series 66 designation and has worked exclusively at BTS Asset Management since 2021. Prior to his advisory role, he spent four years at Florida Gulf Coast University and four years at Dover-Sherborn High School. BTS Asset Management is a privately held, SEC-registered investment adviser that provides discretionary portfolio management for individuals, including high-net-worth clients, and serves as an investment manager to registered investment companies. The firm combines quantitative and fundamental analysis with technical indicators to manage tactical and strategic portfolios across various asset types.

Brendan Scarafone is a financial advisor at BTS Asset Management, Inc. in Lincoln, MA, holding Series 65 and Series 63 licenses with 10 years of industry experience. He has been with BTS Asset Management since 2016. BTS Asset Management serves individual and high-net-worth investors as well as institutional clients, offering discretionary portfolio management across various model portfolios. The firm combines quantitative and fundamental analysis with proprietary technical indicators to guide investment decisions, providing both tactical and strategic allocation strategies.

Teofilo Ferreira is a CFP® professional at Wingate Wealth Advisors, Inc. in Lexington, MA, with 14 years of industry experience. He has been with Wingate Wealth Advisors since 2014. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm combines active and passive fund selections within a strategic investment review process and manages client accounts primarily on a discretionary basis.

Eric Jostrom is a financial advisor at Ipswich Investment Management Company, Inc with 17 years of industry experience. He has been with Ipswich since 2007. Outside of his advisory role, he serves as a director for both Scully Signal Co. and Iceman Capital Ltd. Ipswich Investment Management provides discretionary portfolio management and investment advisory services to individuals, families, trusts, endowments, pension, and corporate accounts. The firm employs a long-term, low-turnover investment approach focused on equities managed by capable managers and highly rated fixed income, with portfolio allocations tailored to client objectives and tax considerations.

Benjamin House is a financial advisor at Stonehearth Capital Management with a Series 66 credential and two years of industry experience. Prior to joining Stonehearth, he worked at Wells Fargo Clearing and TD Ameritrade. He also has experience in education, having worked at Gordon College and St. Johns Prep. Stonehearth Capital Management provides investment management, financial planning, retirement planning, and consulting services to individuals, families, trusts, estates, and business entities. The firm manages approximately $425 million in discretionary assets for around 490 clients, employing model strategies that include diversified and ESG-focused portfolios, quantitative and qualitative stock selection, and tax-aware techniques.

Paul Peterson is a CFP® and ChFC® with 21 years of industry experience. He is currently with Principal Advised Services and has previously worked at MassMutual, Facet Wealth, and TIAA. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non‑discretionary recommendations and a discretionary, wrap‑fee investment management program called SimpleInvest. The firm integrates third‑party methodologies with proprietary models and operates within the Principal Financial Group family, allowing access to affiliated products and resources.

Naima Bensassi is a financial advisor with Santander Securities LLC in Peabody, MA, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has worked at Santander Securities since 2017 and at Santander Bank, NA since 2005. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm provides investment management primarily through the FMAX wrap-fee platform and supports clients including individuals, ERISA and IRA accounts, and institutional entities.

Barry Dick is a financial advisor with The Fiduciary Alliance, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining The Fiduciary Alliance in 2021, he worked for First Financial Advisors, LLC for 14 years. Outside of advisory services, he is co-owner of Dick Insurance Agency and owner of Merrimack Financial, both involved in life and property and casualty insurance sales. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm operates through multiple divisions and a network of investment advisor representatives, utilizing client-specific investment policy statements and a combination of fundamental, technical, cyclical, and charting analyses.

Mark Kinney is a CFP® with 17 years of industry experience and is currently an advisor at Virtue Capital Management, LLC. He has worked at Virtue since 2019 and previously spent 18 years at Toole Kinney & Co and five years at Horter Investment Management. He is also a partner in Kinney Wealth, Inc., where he is involved in life, health, long-term care, and disability insurance services. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers with customized portfolio management and financial planning. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, supported by an investment committee that oversees third-party managers and model strategies.

Paul Melanson is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior work includes roles at Citizens Securities, Inc., Banc of America Investment Services, Inc., and Quick & Reilly, Inc. 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 offers investment advisory services and portfolio management through wrap-fee programs, utilizing third-party discretionary managers and an implementation manager, with a focus on retail investors.

Thomas Labrie is a financial advisor with Westminster Financial Advisory Corp in Andover, MA, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He previously worked at Lincoln Financial Advisors for six years before joining Westminster Financial Securities in 2018. Labrie is also licensed as an insurance agent offering accident/health, disability, long-term care, life settlements, and traditional life insurance products. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes diversified, multi-asset class portfolio management with a buy-and-hold strategy complemented by tactical adjustments and employs a range of investment instruments including mutual funds, ETFs, and options.

Elizabeth Weaver is a Series 66-licensed advisor with nine years of industry experience. She has been with Lincoln Investment since 2017 and previously served on the Wellesley Scholarship Foundation board for nine years. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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.