Janet Shetty is a CFP® and holds a Series 65 license, with four years of industry experience. She currently serves as a financial advisor at Robertson Stephens Wealth Management, LLC and has prior experience at Vodia Capital, LLC. Robertson Stephens provides investment advisory services to individuals, families, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management along with tax and estate planning. The firm manages $8.76 billion in assets and employs a combination of in-house model portfolios, third-party managers, and sub-advisors to develop and implement client investment strategies.

Gregory Hughes is a financial advisor at McAdam LLC with 14 years of industry experience. He has held his current role since 2014 and previously worked at Purshe Kaplan Sterling Investments, Inc. from 2014 to 2017. Gregory holds Series 63 and Series 65 licenses. McAdam LLC advises 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 accounts on a discretionary basis with a diversified approach that includes traditional and alternative investments.

Matthew Keefe is a financial advisor at The Fiduciary Alliance with two years of industry experience. He holds a Series 65 designation and has worked in investment and insurance-related roles, including as an account executive at Dick Insurance Agency. He previously had a role at Play Ball LLC. The Fiduciary Alliance serves individuals, high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm uses a variety of analytical approaches and may employ third-party managers, while also offering ERISA 3(21) nondiscretionary services to plan sponsors.

Thomas Burger is a CFP® with 55 years of industry experience, currently advising with OneSeven in Beverly, MA. His prior experience includes long tenures at Lincoln Financial Securities Corporation and Raymond James Financial Services, as well as leadership roles at Boston Harbor Wealth Advisors and The Hamilton Group. He serves on the Board of Advisors for the Boston Symphony Orchestra and chairs the Board of the Gloucester Cultural Civic Center. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning with a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and alternative investments when appropriate.

Reed Manning is a CFA® charterholder with 20 years of industry experience, currently serving at F.L. Putnam Investment Management Company since 2015. His prior experience includes roles at SVB Wealth, Banyan Partners, Silver Bridge, and Columbia Management Advisors. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering customized, team-based investment management and advisory services across multiple asset classes. The firm utilizes a research-driven process with limited AI support and offers unique capabilities such as trust services and management of alternative investment vehicles.

Harold Delaney is a CFP® professional at Merit Financial Advisors with 15 years of industry experience. He has previously worked at Wealth Enhancement Advisory Services, Advisors Capital Management, and Fidelity. Outside of his advisory role, he is a licensed real estate agent focusing on his own investment properties. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy supported by an internal investment management team and uses both internal and third-party managers to construct and manage portfolios.

Brian Dick is a financial advisor with The Fiduciary Alliance and holds a Series 65 designation. He has 18 years of industry experience and has previously worked with First Financial Advisors, LLC and operated Dick Advisory Group LLC. In addition to his advisory role, he is a licensed insurance agent with Dick Insurance Agency. The Fiduciary Alliance serves individual and high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm employs a mix of fundamental, technical, cyclical, and charting analysis, and it offers discretionary portfolio management alongside estate planning and risk management reviews.

Matthew Parrish is a financial advisor at Robertson Stephens with a Series 65 credential and one year of industry experience. Prior to joining Robertson Stephens in 2024, he spent six years at Georgetown University and three years at Blacksburg High School. Robertson Stephens Wealth Management offers investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office, managing over $7 billion in client assets.

Kevin Dick is a financial advisor with The Fiduciary Alliance, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at JMP Securities LLC, Citizens Capital Markets, Inc., Citizens Bank, N.A., John Hancock Investments, and Stonehill College. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as retirement plans and other investment advisers. The firm utilizes a blend of fundamental, technical, cyclical, and charting analysis in managing portfolios and offers discretionary management alongside estate planning, business planning, and risk-management reviews.

Melissa Remillard is a financial advisor with Santander Securities LLC and holds Series 63 and Series 65 licenses. She has 16 years of industry experience and has been with Santander Securities in various roles since 2012. Outside of her advisory work, she is involved with Impact X Performance, an entity created to potentially start a gym in Hampton, NH. 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, portfolio management through wrap-fee programs, and goal-based financial planning, utilizing third-party discretionary managers within its FMAX platform.

Todd Mills is a CFP®-designated financial advisor with 28 years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2019, following roles at Boston Private Wealth LLC, Banyan Partners, Silver Bridge, and Fidelity. F.L. Putnam serves individual investors, families, and various institutions with customized, team-based investment management and financial planning services. The firm uses a research-driven approach that integrates macroeconomic and security-level analysis, offering strategies that include sustainable investing and tax-aware rebalancing.

Benjamin Harding is a CFP®-certified financial advisor with 24 years of industry experience. He is currently affiliated with Diversify Advisory Services, LLC and DFPG Investments, LLC, and previously worked with Eagle Strategies (NY Life) and New York Life Insurance Company. Harding serves as a board member for Maine Huts & Trails, a nonprofit organization maintaining trails and huts in western Maine, and chairs the Practice Management Committee of the MDRT Top of the Table division. Diversify Advisory Services is an SEC-registered advisory firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a range of investment models and services including financial planning, portfolio management, corporate consulting, and family office advisory.

Christian Mcvey is a financial advisor at F.L. Putnam Investment Management Co. with 24 years of industry experience. He has been with F.L. Putnam since 2002 and holds the Series 63 and Series 65 designations. F.L. Putnam serves a diverse client base including individuals, families, and institutions such as foundations, endowments, and family offices. The firm provides customized, team-based investment management and consulting, utilizing both internally managed and third-party strategies across multiple asset classes with options for sustainable investing and tax-aware rebalancing.

Roland Ouimet Jr. is a financial advisor with Pinnacle Investments, LLC, holding the ChFC® designation and Series 63 license, and has 49 years of industry experience. His prior work includes roles at Global Investment Advisors, LLC and Essex Securities LLC. He is also involved in insurance sales on a limited basis. Pinnacle Investments, LLC is a multi-team advisory firm with 57 advisors managing over $1.2 billion for individuals, retirement plans, trusts, estates, and institutional clients. The firm provides customized investment solutions using both fundamental and technical analysis and operates across multiple custodial platforms.

Robert Prousalis is a financial advisor at Simplicity Wealth with five years of industry experience. He holds a Series 65 designation and has held roles at multiple firms, including Paramount Financial and Guardian Wealth Advisors. Outside of his advisory work, he owns a private law practice through Integrative Law. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, and offers a technology-driven platform for advisers with services such as model portfolio management and tax optimization.

Jonathan Dick is a financial advisor with The Fiduciary Alliance, holding a Series 65 credential and three years of industry experience. He has worked at The Fiduciary Alliance and Dick Insurance Agency since 2020, and previously held roles in the biopharmaceutical sector and at the University of Rhode Island. In addition to his advisory role, he is involved with the Dick Insurance Agency as an agent and account executive. 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 employs a multi-divisional structure with a network of representatives, offering client-specific investment strategies that combine fundamental, technical, cyclical, and charting analyses alongside third-party manager allocations.

Michelle Onorio is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She has worked at Capital Investment Advisory Services and Capital Investment Group, Inc. since 2015. Outside of advising, she serves as Vice President of the Danvers National Little League. Capital Investment Advisory Services provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, referrals to third-party managers and TAMPs, private-label model portfolios, financial planning, and portfolio reviews, with an investment process tailored to each client's objectives and risk tolerance.

Timothy Lane is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Pinnacle Investments since 2019, with prior experience at Essex Securities LLC and Global Investment Advisors, LLC. In addition to his advisory work, he has taught at Malden High School for over two decades. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers a range of financial planning and portfolio management services, utilizing both fundamental and technical analysis and operating on multiple custodial platforms.

Cynthia Deal is a CFP® professional with 11 years of experience in financial advising. She has worked at Novem Group since 2014 and has been involved with Topsfield Financial Group since 2006. Cynthia serves as a volunteer and board member for Generous Gardners, a nonprofit organization. Novem Group provides portfolio management and financial planning services to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a variety of investment strategies and offers discretionary account management as well as access to third-party money managers.

Alan Sharpe is a financial advisor at Capitol Securities Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arthur W Wood Company Inc, Arthur Wood Investment Advisors Corp, and Moors & Cabot. He also operates a separate business under the name AL Sharpe Financial LLC. Capitol Securities Management serves individual, institutional, and corporate clients with portfolio management, financial planning, and consulting services. The firm functions as both a broker-dealer and registered investment adviser, offering various advisory programs including discretionary and non-discretionary accounts and access to third-party money managers.