David Decesare is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining Regal in 2025, he spent 26 years with Lincoln Investment Planning, Inc. He is also the president of VCD Services, Inc., an S-Corp handling general business operations. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party investment strategies and grants discretionary authority to implement and manage these strategies on behalf of clients.

Daniel De Bruyckere is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and two years of industry experience. He is also the president of DeBruyckere Law Offices, PC, where he has worked since 2010, focusing on supervising attorneys and client estate planning. Outside of his advisory and legal work, he serves as a board member of Crossing Life Church. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors and manages about $1.1 billion in client assets. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and client referral services, using a combination of fundamental and technical analysis, asset allocation frameworks, and third-party platforms.

Jason Levine is a CFP® with 24 years of industry experience, currently affiliated with Capital Analysts. He has worked at Auday Group since 2000. Levine serves as a board member of the nonprofit organization My Brother’s Table, providing guidance to its executive director. 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 and retirement-plan advice through a nationwide network of independent advisors and an in-house Investment Management & Research team that employs a proprietary screening process to construct model portfolios.

Gavin Ugone is a financial advisor with Novem Group in Topsfield, MA, holding a Series 65 credential and five years of industry experience. His prior experience includes roles at American Portfolios Financial Services, Inc. and American Renal Associates. He is also involved as an employee with Topsfield Financial Group. Novem Group provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a range of investment strategies and offers discretionary management with regular account monitoring.

Robert Korbey is a financial advisor with Founders Financial Securities LLC, holding a Series 63 credential and 21 years of industry experience. His prior work includes five years at Equity Services, Inc., and over 29 years operating his own CPA and accounting practice, where he provides tax preparation, bookkeeping, and consulting services. He also serves as treasurer for the Armenian Apostolic Church at Hye Pointe. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement consulting through a variety of advisory programs and third-party partnerships.

Joni Stone is a financial advisor at F L Putnam Investment Management Co. with five years of industry experience. She holds the Series 65 designation and has previously worked at 42 North Private Bank, Bank of New England Mortgage, and Harbor Advisory Corporation. F L Putnam serves a broad client base including individuals, families, and institutions, offering a range of investment management and financial planning services. The firm employs a team-based, customized investment approach utilizing both internally managed strategies and third-party managers across various asset classes.

Jill Hennessey is a CFP® with 15 years of industry experience and is currently a financial advisor at SAX Wealth Advisors, LLC. She previously worked for Drumlin Financial Advisory for 14 years. SAX Wealth Advisors offers investment management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes long-term, evidence-based asset allocation using low-cost, passive investment vehicles supplemented by customized fixed-income strategies and alternative investment services.

Nicholas Gorton is a financial advisor at Fortis Capital Advisors, LLC with one year of experience in investment advisory. He is also an accountant at Gorton & Company, P.C., an accounting firm he has been associated with since 2015. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm provides customized discretionary portfolio management and financial planning, utilizing a variety of investment strategies and third-party sub-advisors.

James Baga is a financial advisor at VestGen Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Huntwicke Securities, Huntwicke Advisors, Sentinel Pension Advisors, and Fidelity. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base that includes individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction and manages approximately $6.66 billion in assets.

Alla Cootey is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Santander Securities and its affiliated entities since 2002. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and centralized client support.

Christopher Ribeiro is a financial advisor at Coppell Advisory Solutions LLC with three years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at Alphastar Capital Management and Fidelity Investments. Before entering the financial industry, he served with the Medford Police Department for three years. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm uses an open-architecture platform with internally developed and third-party asset allocation models to implement tailored investment strategies across a broad range of asset classes and employs continuous monitoring and periodic rebalancing.

Stephen Beam is a financial advisor at StoneX Advisors Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including StoneX Securities Inc. since 2015. Outside of advisory work, he is owner and managing director of Regency Financial Group, LLC, which provides insurance and fixed annuity products to clients. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting through both independent advisors and an in-house Private Client Group. The firm uses various platforms and model-based solutions to implement portfolios and supports multiple account structures.

Glenn Frank is a PFS™ credentialed financial advisor with 29 years of industry experience. He is currently with EverSource Wealth Advisors, LLC and previously worked at Hightower Advisors, Lexington Wealth Management, Calibre Advisory Services, and Tanager Financial Services. Outside of his advisory role, he leads educational workshops as a professor through Frank Advising LLC. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, and investment advisory services through multiple investment programs and a national network of advisors, with a focus on comprehensive investor profiling and values-based strategies.

James Balfour is a CFP® and CFA® with six years of industry experience. He currently works at F.L. Putnam Investment Management Co., where he has been employed since 2021. Prior to that, he held positions at Lowell, Blake & Associates, Inc. and Loomis, Sayles and Company, LLC. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering customized investment management, financial planning, and OCIO-style advisory services. The firm’s team-based approach incorporates internally managed strategies and third-party managers across various asset classes, with options for sustainable investing and tax-aware rebalancing.

Yvan Bodart is a CFA® charterholder with three years of industry experience. He is currently with F L Putnam Investment Management Co., joining in 2023. His prior roles include positions at Boston Financial Management LLC, Cabot - Wellington, LLC, and Bank of America Private Bank. F L Putnam serves a diverse client base including individuals, families, institutions, and registered investment companies. The firm employs a team-based investment approach that integrates internally managed strategies and third-party managers across multiple asset classes, offering customized solutions such as discretionary and non-discretionary management, financial planning, and family office services.

Theresa Timmerman is a financial advisor at Vanderbilt Advisory Services with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vanderbilt Advisory Services since 2017, following a two-year tenure at Financial West Group. Outside of advisory work, she is a medical technologist at Elliot Hospital Satellite Lab in Londonderry, NH. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach that integrates fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Michael Murphy is a CFA® charterholder with 12 years of industry experience. He has worked at Savvy since 2026, following a 12-year tenure at Congress Wealth Management LLC. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based long-term investment plans along with active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and fintech tools in its approach.

Robert Heitzman is a CFP® with 23 years of industry experience. He is currently with F.L. Putnam Investment Management Co., where he has worked since 2023. His prior experience includes roles at SVB Wealth LLC, Banyan Partners, LLC, and Rushmore Investment Advisors Inc. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering customized, team-based investment management and consulting services. The firm combines macroeconomic and security-level analysis with a mix of internally managed strategies and third-party managers across various asset classes.

Catherine Bearce is a financial advisor at FourStar Wealth Advisors, LLC with 23 years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials. Prior to joining FourStar, she worked at Nobles & Richards, Inc., Integrated Wealth Concepts LLC, LPL Financial, Osaic FA, Inc., and Ameriprise. In addition to her advisory work, she is involved in managing several personal business entities related to investment and alternative asset structures. FourStar Wealth Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis to tailor portfolios using various investment vehicles such as mutual funds, ETFs, individual securities, options, and independent managers, while also providing ERISA fiduciary retirement-plan consulting and private fund advisory services.

James Beville is a CFP® professional with 20 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2016. He holds Series 63 and Series 65 licenses and is based in Manchester, MA. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, focusing on low-cost mutual funds and ETFs while also utilizing active funds, individual securities, and alternative investments.