Charles Carella is a financial advisor at Packerland Brokerage Services, Inc. with 34 years of industry experience. He holds a Series 63 designation and has previously worked at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, Carella operates a CPA firm specializing in tax preparation and accounting. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through various platforms and account management options. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets.

Nathan Budrow is a CFA® charterholder with 14 years of industry experience. He is currently with Guardian Wealth Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Newport Capital Advisers and Northwestern Mutual Investment Services LLC. Guardian Wealth Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach that combines technical and fundamental analysis, utilizing mutual funds, ETFs, bonds, options, and equities.

Daniel Taylor is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and currently based in Nashua, NH. He has professional experience at Mahogany Advisors and Rise North Capital, alongside his current role at Foundations Investment Advisors. Taylor's career also includes positions outside the financial industry, such as working at Danvers Hardware. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing strategy.

Christopher Bryant is a financial advisor with OneSeven in Salem, NH, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and Charles Schwab & Co. He is also a licensed insurance agent involved in fixed, health, and variable insurance sales. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach utilizing diversified mutual funds, ETFs, individual securities, and access to alternatives and private placements, with both discretionary and non-discretionary arrangements.

Sumeet Malhotra is a financial advisor at Santander Securities LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities, Santander Bank, and Citizens Securities, among other related entities. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary portfolio management and ongoing suitability reviews.

Brian Dudley is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held previous roles at LPL Financial, Triad Advisors, Pinnacle Private Wealth, and Santander Securities. Outside of advisory work, he is a public notary and owns a separate business entity for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Kimberly Miles is a financial advisor at Eagle Strategies (NY Life) with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Eagle Strategies since 2008 and New York Life Insurance Co. since 2002. Outside of her advisory role, she is involved in music as a member of a band and owns Miles In Heels Productions LLC, where she executive produces live events, emcees programs, and teaches Mah Jongg classes. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and sponsor criteria, with most assets managed on a non-discretionary basis.

Nicholas Forgione is a CFP® and Series 65-registered advisor at Allworth Financial, L.P. with two years of industry experience. His prior roles include positions at Sachetta, LLC, CA Brandt, and Fidelity Investments. He also has experience in the fitness industry and academia, having worked with Forge Fitness, Achieve Fitness, and Framingham State University. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using various model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

Brian Glick is a CFA® charterholder with three years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Connectus Wealth Advisers, Neirg Wealth Management, Raphael & Raphael LLP, and Gagnon Tax LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating quantitative analysis and tax-sensitive portfolio construction.

Victoria Byrd is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and four years of industry experience. She has been with TD Private Client Wealth LLC and TD Bank N.A. since 2021. Outside of her advisory role, she works as a Seasonal Guest Advocate in retail. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic asset allocation and investments from both affiliated and third-party managers.

Brad Capland is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and has provided CPA services through his own practice since 1991. In addition to his financial advisory work, he is a notary. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing a mix of mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

David Basile is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Janney Montgomery Scott since 2005. Basile serves as a member of the Board for the Middlesex Community College Foundation. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Jack Freedman is a CFP® professional affiliated with Hightower Advisors, based in Lexington, MA, with two years of industry experience. Prior to joining Hightower Advisors in 2024, he worked at Bickling Financial Services from 2021 to 2024 and attended Bentley University from 2018 to 2022. He is also the owner of Creatore LLC, a marketing company he started in 2024. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors, with an emphasis on manager selection and multi-manager solutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to pooled vehicles and private funds, supported by proprietary research and a variety of investment strategies.

Wendy Wong is a financial advisor at NewEdge Advisors with a Series 65 designation and one year of industry experience. Her prior work includes roles at Save My Cents, CVS Health, Rue Gilt Groupe, AT Kearney, and Dartmouth College. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support both advisors and clients.

Clinton Hyland is a financial advisor with Valic Financial Advisors in Winooski, VT, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at Valic Financial Advisors since 2015 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Christina O Connell is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. She has two years of industry experience and previously worked with Rocco Insurance & Financial Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory role, she serves as a notary public. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

Debra Franks is a financial advisor with Integrated Wealth Concepts LLC and holds credentials as a CPA, with 8 years of experience at Fortitude CPA and 2 years at Levenson Goldberg & Co. LLC. She has been with Integrated Wealth Concepts since 2024. In addition to her advisory role, she is a managing member of Fortitude CPA, a certified public accounting firm. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advice, employing customized portfolios with a primarily long-term investment approach.

Paul Fisher is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Edward Jones and Empower Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders through an integrated model linked to Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, serving a large participant base relative to advisor headcount.

Hannah Webb is a financial advisor with Commonwealth Financial Network in Danvers, MA. She holds Series 63 and Series 65 licenses and has one year of experience in the industry. Her prior work experience includes roles at NBT Bank and retail positions at Victoria’s Secret and American Eagle Outfitters. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services, supporting both individual and institutional investors.

John Mc Donough is a Series 66-licensed advisor with Empower Advisory Group, joining the firm in 2026. He has prior experience with Cutter Associates, LLC, where he worked from 2011 to 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through a model integrated with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.