Lindsay Garrahan is a financial advisor at Modera Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Modera, she worked at RMR Group and Ameriprise Financial. Her background includes roles outside finance at the Utah Arts Festival and the Humane Society of Utah. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines a diversified investment strategy based on Modern Portfolio Theory with in-house accounting and tax services, supporting approximately $17.7 billion in assets under management across more than 100 advisors.

Ellis Pfahl is a CFP® credentialed financial advisor with seven years of industry experience. He is currently with The Patriot Financial Group, LLC and has prior experience at Cetera Financial Specialists LLC and Securities America, Inc. Outside of investment advising, Pfahl is involved in insurance sales through McGrath Insurance Brokerage Inc. The Patriot Financial Group offers 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, utilizing a range of investment options and monitoring accounts through multiple analysis techniques.

Victoria Tejeda is a CFP® professional with seven years of industry experience. She has been with Modera Wealth Management, LLC since 2017, previously working at Daintree Advisors for one year. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, and financial planning alongside tax, trust, and business coaching services. The firm employs a diversified asset allocation strategy rooted in Modern Portfolio Theory and combines investment management with an integrated accounting and tax service model.

Jackson Roberts is a Series 65 licensed financial advisor at Pallas Capital Advisors, LLC with two years of industry experience. Prior to joining Pallas Capital Advisors, he worked at Raymond James & Associates and has held roles at Tulane University, the Town of Nantucket, and The Roxbury Latin School. 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 primarily using a long-term, fiduciary investment approach.

Matthew Edwards is a financial advisor at ValMark Advisers, Inc. with three years of industry experience. He holds a Series 66 designation and has worked with Trove Private Wealth since 2021. His prior experience includes roles at Wealth Impact Partners, Microgroup (part of TE Connectivity), and Automotive Parts Services. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based model portfolios and asset allocation strategies implemented through mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.

Erik Hacker is a financial advisor with Capital Analysts who holds the ChFC® designation and Series 63 license, with 29 years of industry experience. He has worked at Capital Analysts since 1998 and has been affiliated with Lincoln Investment and John Hancock Mutual Life Insurance Co. since 2012 and 1996, respectively. Outside of his advisory work, he is involved in insurance sales through Capital Analysts of New England, providing clients with insurance quotes and information. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice, delivering investment management through both discretionary in-house management and non-discretionary advisory services.

Dominic Glasson is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has three years of industry experience, including roles at Rise North Capital and Foundations Investment Advisors. Outside of his advisory work, he is also a licensed life insurance agent focusing on premium financing strategies. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing approach.

Gregory Boyle is a financial advisor at Pallas Capital Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services Inc, GWM Advisors, LLC, and Triad Advisors LLC. Outside of his advisory role, he is involved in life insurance settlements as an agent. 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 offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, focusing on a long-term fiduciary approach using a diversified range of investment vehicles.

Sean Oneil is a financial advisor with Fortis Capital Advisors, LLC and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including positions at Purshe Kaplan Sterling Investments and McAdam LLC. Sean also provides insurance advice based on client needs. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized discretionary portfolio solutions, financial planning, retirement plan consulting, and educational workshops, utilizing a mix of passive, active, tactical, and ESG-aware strategies along with third-party sub-advisors.

John Blanchard is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Lincoln Investment, Gwn Securities Inc, Mariner, Hornor, Townsend & Kent, Investors Capital Corp., and Eastern Point Advisors Inc. He is also involved in sales and service at TRIPLE V, INC., doing business as Marshall Wealth Management, where he focuses on life insurance, long-term care, and fixed annuities. 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, customized and model portfolios, third-party manager access, and retirement-plan advice through a network of independent advisors and in-house investment teams.

Peter Bianchetto is a financial advisor with CL Wealth Management LLC in Franklin, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with CL Wealth Management since 2011 and has been associated with Cabot Lodge Securities since 2013 and Beacon Financial Services since 2003. Outside of his advisory roles, he is involved with Beacon Financial Services, where he determines customer needs and sells fixed insurance products. CL Wealth Management LLC is a multi-advisor SEC-registered firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio advisory services, financial planning, and access to third-party money managers, tailoring investment strategies through fundamental and technical analysis, custom model portfolios, and ongoing monitoring.

Michael Mcneely is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 designations, and has 28 years of industry experience. His prior work includes roles at Vanderbilt Advisory Services and Cambridge Investment Research Advisors. Outside of advising, he owns a retail shop and has worked in retail and rideshare driving. Consolidated Portfolio Review is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers managed accounts, financial planning, and access to third-party sub-advisors, with investment strategies that include strategic asset allocation supported by fundamental and technical analysis.

Gregory Brogan is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles with John Hancock and Manulife John Hancock Brokerage Services prior to joining Santander. Santander Securities LLC serves a broad retail client base, managing approximately $3.14 billion in regulatory assets across about 10,800 relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily for retail investors.

Timothy Flanagan is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior work includes roles at Next Financial Group Inc, Mutual Service Corporation, and FFP Advisory Services Inc. Outside of his advisory role, he serves as a volunteer committee member for Troop 1 Cumberland Hill Boy Scouts of America and holds board and coaching positions with the Cumberland Beagle Club. IP Financial Advisory Services LLC primarily serves individual retail clients and retirement plan participants, offering portfolio management, financial planning, consulting, and access to third-party investment managers. The firm employs various analytical approaches and provides specialized services including actuarial analysis and insurance consulting.

Jaidah Thomas is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at CliftonLarsonAllen, LLP and the University of Connecticut. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Patrick Robinson is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior experience includes roles at Lincoln Investment, Mutual of America Securities LLC, Mutual of America Life Insurance Company, and Jackson National Life Distributors LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Joshua Procaccini is a financial advisor at ValMark Advisers, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked with ValMark Advisers since 2008 and its affiliated firms since 2004. Outside of his advisory role, he serves as a consultant for Wealth Impact Partners’ Donor Activation Program and is an assistant football coach for the Freetown Lakeville Regional School District. 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 using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Fredric Kaplan is a financial advisor at SpiderRock Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at BlackRock, Guardian Life Insurance Company, and Park Avenue Securities. Kaplan’s career also includes roles at SMB Capital and CrossTower. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, employing systematic, technical, and rules-based processes combined with quantitative and fundamental analysis. The firm specializes in portfolio overlay and strategy management using listed derivatives alongside traditional securities and offers collateral management and over-the-counter derivatives support.

Richard Hern Jr. is a CFP® professional with 26 years of industry experience, currently with Consolidated Portfolio Review Corp. He previously worked at Cambridge Investment Research Advisors Inc. for over a decade. Outside of financial advising, Hern is involved in commercial fishing and operates independent insurance agencies. Consolidated Portfolio Review Corp is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary tactical ETF model portfolios, financial planning, and access to third-party sub-advisors, with investment strategies tailored by independent advisors using strategic asset allocation alongside fundamental and technical analysis.

Jordan Frank is a financial advisor at Mission Wealth Management, LP with a Series 65 designation and one year of industry experience. He has worked previously at Invisors and held multiple roles at the University of Florida. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach integrating investment, tax, trust, philanthropy, and risk planning, and manages portfolios that include ETFs, mutual funds, direct securities, and alternative investments.