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.

Michael Cook is a financial advisor at Bay Colony Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at Cook Wealth Management, Bay Colony Advisors, Cook & Associates, and LPL Financial. In addition to his advisory work, he is an insurance agent providing insurance products and services to clients. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach and offers a range of fiduciary and non-fiduciary retirement services, as well as an active private-investment program.

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.

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.

Stilson Tomita is a financial advisor at Bay Colony Advisors with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Bay Colony Advisors in 2023, he worked at Claro Advisors, LLC, Mutual Securities, Inc., and LPL Financial. Outside of advising, he serves as president and treasurer of Infinity Group, Inc., a marketing firm, and operates as an independent life insurance agent. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients by providing comprehensive financial planning and portfolio management. The firm combines fundamental analysis with model portfolios and third-party sub-advisers to offer tailored investment solutions alongside family office and concierge services.

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.

Mark Lynch is a Series 66-licensed financial advisor at Advisory Services Network with 23 years of industry experience. His prior roles include positions at Merrill, LPL Financial, and Digital Federal Credit Union. He has been with Advisory Services Network since 2023. Advisory Services Network provides a range of investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent adviser representatives. The firm employs diversified investment strategies tailored to clients’ objectives and offers flexible engagement models, including discretionary and non-discretionary management.

Matthew Macho is a CFP® with 23 years of experience in the financial services industry. He has worked at Lincoln Investment since 2015 and previously spent nine years with Voya Retirement Advisors, LLC. He is based in Arlington, MA. He is affiliated with Capital Analysts, a multi-team firm serving retail and institutional clients including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent representatives and firm-managed programs.

Kimberly Ratcliffe is a CFA® charterholder with 24 years of experience in the financial services industry. She has worked at F.L. Putnam Investment Management Co. since 2022 and previously spent 21 years at Salem Capital Management, Inc. F.L. Putnam serves a broad client base including individuals, families, and institutions such as foundations and endowments. The firm’s team-based investment management approach is customized to client objectives and incorporates internally managed strategies and third-party managers across various asset classes, with options for sustainable investing and tax-aware rebalancing.

Luke Baxter is a financial advisor at Dakota Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Dakota Wealth and its predecessor since 2011. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a wide range of clients, including individuals, trusts, foundations, charitable organizations, and business enterprises. The firm employs a long-term, customized investment process utilizing fundamental, technical, and quantitative analysis to build diversified portfolios and is actively involved in managing pooled funds and serving as a sub-advisor to a registered ETF.

John Ohl is a financial advisor with Bay Colony Advisors, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Bay Colony since 2009 and also serves as a managing member of Equine Legends LLC, overseeing thoroughbred breeding operations in Lexington, Kentucky. In addition, he co-founded True Origin LLC, a company focused on search engine optimization. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, retirement plan consulting, and related advisory services. The firm combines fundamental analysis and a long-term investment approach with family-office and concierge services, alongside institutional retirement fiduciary offerings.