James Healy is a financial advisor at Gateway Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Main Street Financial Advisory LLC, Keurig Dr. Pepper, and Dunkin' Brands, Inc. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers, and manages approximately $1.25 billion in assets.

Tugba Pasaogullari is a financial advisor with Santander Securities LLC in Lexington, MA, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, The Colony Group, and multiple terms at Santander Securities and Santander Bank. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm delivers investment management chiefly through the FMAX wrap-fee platform, implementing strategies with third-party discretionary managers and offering ongoing suitability and compliance oversight.

Mark Gatti is a CFP®-certified financial advisor with over 43 years of industry experience. He is currently with Novem Group and has previously worked at firms including Osaic Wealth, Inc., American Portfolios Advisors, Inc., and H.D. Vest Investment Securities, Inc. In addition to his advisory role, he owns and operates Topsfield Financial Group, a tax preparation business. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis and offers a range of portfolio management arrangements tailored to client goals and risk tolerance.

Warren Baum is a Series 63-licensed financial advisor with 34 years of industry experience. He has worked at Packerland Brokerage Services, Inc. since 2021 and previously spent nearly three decades with Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he is also a sole proprietor offering professional services in tax preparation, accounting, and legal matters as an attorney. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors. The firm provides financial planning, portfolio management, wrap-fee programs, and retirement-plan consulting, utilizing a combination of direct management and third-party money managers via the Hilltop/Hilltop-cleared Envestnet platform.

Shaopeng Zhu is a financial advisor at McAdam LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at McAdam since 2014, with prior experience at Purshe Kaplan Sterling Investments and Madison Avenue Securities. McAdam LLC serves 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 portfolios on a discretionary basis using a range of traditional and specialized investment strategies.

Mark Hemenway is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Lifeworks Advisors, LLC since 2023 and previously spent three years with Bankers Life Advisory Services and related entities. Prior to that, he was with Benevento Companies for 12 years. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche investment approach combined with factor-based and smart-beta strategies.

Jason Mahoney is a Series 65 licensed advisor at The Patriot Financial Group, LLC with two years of industry experience. His prior roles include positions at Bank Gloucester and The Patriot Financial Group’s insurance and wealth management divisions. Outside of advising, he serves as Secretary/Treasurer for North Shore Business Networkers, a business networking organization. The Patriot Financial Group serves individuals, small businesses, and retirement plans by providing investment management, financial planning, and retirement plan advisory services. The firm constructs tailored portfolios using various asset classes and emphasizes ongoing monitoring and rebalancing to meet client objectives.

Daniel Flanagan is a CFP® with 24 years of industry experience, currently serving at Eversource Wealth Advisors, LLC since 2025. He previously worked for a decade at Canby Financial Advisors and Commonwealth Financial Network. Eversource Wealth Advisors serves individual clients, families, estates, charitable foundations, retirement plans, institutional relationships, and other advisory firms, offering wealth management, portfolio management, financial planning, and consulting services. The firm operates multiple investment programs and supports independent RIAs through turnkey, back-office, and sub-advisory services.

David Roth is a CFP® with eight years of industry experience, currently serving at Prosperity Capital Advisors. He has worked with C2P Capital Advisory Group and Alison Wealth Management, both d.b.a. entities related to his current firm. Outside of advising, Roth is involved in several business activities including owning and managing Breezy Day Productions, which contracts DJs and produces music and music videos, and providing tax planning and preparation services through Breezy Day Tax. He also serves as Treasurer on the board of the Wildflower Meadow Condominium Association. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

Edmund Leparskas is a CFP® with four years of industry experience, currently advising at Accelerate Retirement in Burlington, MA. Prior to joining Accelerate, he worked with Alkeme Financial Services LLC and Commonwealth Financial Network. He has also held a position at Raytheon Company for eleven years before entering financial services. Accelerate Retirement serves individual and institutional clients, including retail and high-net-worth individuals, trusts, corporations, and employer plan sponsors. The firm offers retirement plan consulting, discretionary investment management, and fiduciary services, utilizing a long-term investment approach with customized portfolios across a variety of asset types.

Richard Spencer Jr. is a financial advisor at Simplicity Wealth with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Aegis Wealth Management, Virtue Capital Management, and Hornor Townsend & Kent. Outside of advisory services, he owns and operates a tax preparation business and manages insurance and annuity sales through his firm Develop Your College Game Plan. Simplicity Wealth serves a diverse client base, including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, offers model portfolios with discretionary authority, and integrates technology and operational services for advisers through a TAMP platform.

Jason Ruel is a CFP®-credentialed financial advisor with 16 years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. He previously worked at Citizens Securities, Inc. for eight years. Outside of his advisory role, he is an owner and producer of artwork and serves on the board of directors for Mission of Deeds, a nonprofit organization. Kestra Private Wealth Services manages over $10 billion in client assets through a network of nearly 200 independent advisors, offering a range of investment management, financial planning, and retirement services to individuals, institutions, and charitable organizations. The firm supports advisor-driven decision-making with access to multiple platforms, third-party solutions, and specialized programs such as private fund placement and banking-related services.

Jeffrey Street is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with StoneX Advisors Inc., where he has worked since 2015, and also operates Street Financial Services, a financial planning and investment firm he founded in 1991. In addition to his advisory roles, he serves as a trustee for Brookmeadow Office Park, overseeing maintenance and policy decisions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies, including proprietary models and third-party managers, supported by technology platforms for portfolio implementation and tax-aware services.

John Bay is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently with Spire Wealth Management, LLC and has previously worked at firms including M3 Advisory Group, NewEdge Securities, NewEdge Advisors, LPL Financial, Triad Advisors, Goss Advisors, Pallas Capital Advisors, UBS Financial Services, and spent two years at UCLA Anderson School of Management. Spire Wealth Management, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing both discretionary and non-discretionary portfolios. The firm employs a broad mix of passive, active, hybrid tax-aware, and tactical investment strategies, and offers access to model portfolios with proprietary risk overlays through its affiliate Corbett Road Capital Management.

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.

Reed Manning is a CFA® charterholder with 19 years of industry experience. He has been with F.L. Putnam Investment Management Company since 2015. F.L. Putnam serves a diverse client base including individuals, institutions, foundations, and endowments, offering investment management, financial planning, OCIO advisory, and family office solutions. The firm employs a strategic asset allocation framework with customized portfolios that combine internally managed strategies and third-party managers across equities, fixed income, and alternatives.

Brian Dick is a financial advisor at The Fiduciary Alliance with 17 years of industry experience. He holds a Series 65 designation and has previously worked with First Financial Advisors, LLC, and operates Dick Advisory Group LLC. In addition to his advisory role, he is a licensed insurance agent with Dick Insurance Agency. 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 client-specific investment approach using various analytical methods and offers access to third-party managers through a network of investment advisor representatives operating under multiple divisions.

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.