Jack McCroken is a CFP® with 15 years of industry experience, currently serving at Pallas Capital Advisors, LLC. His prior roles include positions at UBS Financial Services, Inc., Triad Advisors LLC, and Purshe Kaplan Sterling Investments, Inc. In addition to his advisory work, he is a notary, providing notarial services. Pallas Capital Advisors is an SEC-registered multi-team firm managing approximately $4.3 billion, serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, long-term wealth management services that integrate investment management, financial planning, family office services, and retirement plan advisory.

Carroll Hayes Jr. is a CFP® professional with 31 years of experience in the financial services industry. He currently works at Mission Wealth Management, LP and has previously been with Charles Carroll Financial Partners and Fidelity. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by offering wealth management, financial planning, investment management, and related consulting services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing a range of investment vehicles and both discretionary and non-discretionary account arrangements.

Michael Patterson is a financial advisor at The Patriot Financial Group, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, Michael hosts a weekly Music Bingo night at a local brewpub and works as an Energy Advisor, assisting customers with electricity bill savings. 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, utilizing a mix of charting, fundamental and technical analysis, and may engage independent managers for portions of client assets.

Tucker Roeder is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently a partner and investment adviser representative at Fortis Capital Advisors, LLC dba LRVS Advisory Group, LLC. His prior experience includes roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc., McAdam, LLC, and VOYA Financial Advisors, Inc. 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, primarily discretionary portfolio solutions and a range of services including financial planning, retirement plan consulting, and educational workshops, utilizing a mix of passive, active, tactical, and ESG-aware investment strategies.

Daniel McCarthy is a financial advisor at Apollon Wealth Management, LLC with 34 years of industry experience. He has previously worked at Royal Alliance Associates and The Quincy Group, Inc., where he also served as President. In addition to his advisory role, McCarthy is an owner of Lionheart Behavioral Health Services, an outpatient clinic providing substance abuse and mental health treatment. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in assets across 145 advisors and 67 offices. The firm serves a diverse client base including individuals, families, trusts, businesses, and retirement plans, employing a combination of centralized strategy mandates and locally managed portfolios supported by rigorous due diligence and advanced technology tools.

Kyle Bateman is a CFP® with 10 years of industry experience, currently with The Patriot Financial Group, LLC in Walpole, MA. He has worked with several firms, including Cetera Financial Specialists LLC, Securities America Inc., and LPL Financial, LLC. Bateman also holds a Series 66 license and is involved in sales of fixed insurance products as an insurance agent. 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 variety of investment options and independent managers, and offers a formal wrap-fee program alongside comprehensive financial planning and insurance services.

Brian Gaffney is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked with IHT Wealth Management since 2020 and has been associated with LPL Financial since 2012. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm uses a blend of fundamental stock selection and quantitative tools to manage diversified portfolios that include ETFs, mutual funds, third-party managers, fixed income, and option strategies, and it offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Louis Della Valle is a financial advisor with Dakota Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, C2C Wealth Management, LPL Financial, Osaic FA, and UBS Financial Services. He serves as treasurer and board member for a condominium association in Laconia, NH. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management to individuals, trusts, foundations, retirement plans, charitable organizations, business enterprises, and pooled investment vehicles. The firm employs a long-term, customized investment approach using fundamental, technical, and quantitative analysis, and is involved in managing pooled and private fund structures as well as acting as a sub-advisor to a registered ETF.

Gerald Robillard is a financial advisor with Virtue Capital Management, LLC, holding a Series 63 designation and 19 years of industry experience. He has worked at Virtue Capital Management since 2020 and previously held roles at Cutter Financial Group LLC and Precision Capital Management. He is also president of GJR Financial, Inc., an insurance and advisory business. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers portfolio management, financial planning, and consulting services using a mix of tactical, strategic, and dynamic investment approaches through a multi-team model.

Jack Mc Carty is a financial advisor at Coastal Bridge Advisors with a Series 65 designation and one year of industry experience. Prior to joining Coastal Bridge Advisors, he worked at One Charles Private Wealth, Loomis Sayles, and Rise Private Wealth Management. Outside of the financial sector, he has experience in the hospitality industry, including roles at 1230 Ocean Bistro and Jim's Dock. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios incorporating equities, fixed income, mutual funds, ETFs, and alternative investments.

Michael Galli is a financial advisor with The Patriot Financial Group, LLC in Walpole, MA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to joining Patriot Financial Group in 2019, he worked at Lighthouse Capital, LLC and iCapital, LLC. He is also a licensed insurance agent for health, life, and disability insurance. The Patriot Financial Group serves individuals—including high-net-worth clients—small businesses, trusts, estates, and retirement plans with investment advisory and financial planning services. The firm customizes portfolios based on client goals and risk tolerance, employing a mix of charting, fundamental and technical analysis, and may utilize unaffiliated independent managers for some client assets.

Jessica Frigon is a financial advisor at Pallas Capital Advisors, LLC with a Series 65 designation. She has one year of industry experience and previously worked at Shepherd Kaplan Krochuk, LLC for three years. Pallas Capital Advisors is an SEC-registered multi-team advisory firm managing approximately $4.3 billion and serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, long-term wealth management services that include discretionary investment management, financial planning, family office services, and retirement plan advisory.

Karen Johnston is a financial advisor at Citizens Private Wealth with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Bancwest Investment Services and Bank of the West prior to joining Citizens. Johnston has been with Citizens Private Wealth since 2019 and is also associated with Citizens Securities, Inc. and Citizens Bank. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term asset allocation strategy within an open-architecture framework, offering discretionary and non-discretionary portfolio management alongside tax, estate structuring, and business consulting services.

George Conway Jr. is a financial advisor at Mission Wealth Management, LP with eight years of industry experience. He holds a Series 65 designation and has previously worked at Charles Carroll Financial Partners and St. Sebastian's School. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment strategies with tax, trust, philanthropy, and risk planning, utilizing both internal management and select third-party sub-advisors.

Brendan Bayron is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds the Series 66 designation and has worked with several firms including Rise North Capital and Voya Financial Advisors. Outside of advising, Bayron is also active as an insurance agent at Rise North Capital. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, as well as employer-sponsored retirement plans and registered investment companies. The firm employs a variety of analytical approaches and utilizes model portfolios and discretionary authority assigned to its investment adviser representatives.

Jared Sweeney is a CFP® professional with 15 years of experience in financial advising. He is currently with Mission Wealth Management, LP and previously worked at firms including Lion Street Financial, PRW Wealth Management LLC, Morgan Stanley, and J.P. Morgan Securities. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing integrated wealth management, financial planning, and investment consulting services. The firm employs a comprehensive approach that combines investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing a blend of internal management and select third-party sub-advisors.

Michael Jund is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63, 65, and 66 licenses and 27 years of industry experience. Prior to joining Mutual of Omaha in 2022, he worked at Eagle Strategies, New York Life, Hornor Townsend & Kent, and other firms. In addition to his advisory role, he is also licensed as an insurance agent focusing on life, accident, health, and annuities. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting primarily through a platform relationship with Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, allowing advisors to implement recommendations through multiple licensed capacities.

Christopher Connolly is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been affiliated with Capital Analysts since 1999 and has worked with Lincoln Investment since 2012. Outside of advising, Connolly owns CloudSynergies, a software business focused on business development. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations, offering portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice. The firm combines discretionary investment management by its in-house team with non-discretionary services delivered through advisors and third-party managers, utilizing a proprietary mutual-fund screening process.

Thomas Elkins is a financial advisor with Trilogy Capital, Inc. in Hingham, MA, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has worked with Trilogy-related firms since 2001 and LPL Financial since 2017. Outside of his advisory roles, he serves as a guest speaker for My Secure Advantage, an educational organization. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement-plan sponsors and participants, offering investment management, financial planning, and retirement-plan consulting. The firm’s investment approach focuses on strategic, globally diversified asset allocation and includes non-traditional instruments, supported by multi-custodian relationships and in-house tax services through an affiliated entity.

Mark Porter is a Certified Financial Planner® with 20 years of industry experience, currently serving at Northeast Planning Associates, Inc. since 2011. He is also affiliated with LPL Financial and holds a Series 66 license. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and retirement plans, offering modular planning engagements and access to investment management. The firm manages approximately $327.7 million in client assets and offers a subscription-based wealth management software option.