Nicholas Carbone is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. He holds a Series 63 designation and has worked previously at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Dynatrace, and Trident Fisheries. Outside of his advisory role, he provides business coaching and strategic planning to business owners through Sooner Business Advisors. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Roger Moulton Jr. is a CFP® professional with 34 years of industry experience. He is currently with EverSource Wealth Advisors, LLC and previously worked at LPL Financial for 13 years. EverSource Wealth Advisors serves individual clients, families, estates, trusts, charitable foundations, retirement plans, and institutional relationships, offering wealth management, portfolio management, financial planning, consulting, and back-office support. The firm operates multiple investment programs, provides structured support to other advisory firms, and manages private market access and a pooled private real-estate fund.

Brandon Frye is a CFP® with 18 years of industry experience, currently serving as an advisor at Robertson Stephens Wealth Management. He has been with Robertson Stephens since 2022 and also maintains a role at Vodia Capital, LLC. Outside of his advisory work, Frye provides financial coaching for new widows through Wings for Widows. Robertson Stephens Wealth Management serves a diverse client base including high-net-worth individuals, families, trusts, charitable organizations, and retirement plans. The firm combines personalized advice with centrally developed model portfolios and oversight, offering a range of services from portfolio management to tax and estate planning.

Robert Caron is a financial advisor with Westminster Financial Advisory Corporation, holding a Series 66 designation and 23 years of industry experience. He has been with Westminster Financial Advisory Corporation and its affiliated broker-dealer since 2010. Outside of his advisory role, he serves as a JV hockey coach at Haverhill High School during the hockey season. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s approach emphasizes diversified, multi-asset class allocation with a buy-and-hold strategy complemented by tactical adjustments based on economic or market conditions.

Jed Kutzen is a Series 66-licensed financial advisor with Prospera Financial Services, Inc., based in Melrose, MA. He has 21 years of experience in the industry and has been with Prospera since 2014. Outside his role at Prospera, Mr. Kutzen conducts investment-related business through Kutzen Financial. Prospera Financial Services is a multi-team advisory and broker-dealer firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through a network of advisors, offering a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.

Stephen Guy is a financial advisor with Northeast Planning Associates, Inc. and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including long-term roles at LPL Financial and prior work with Householder Group Estate & Retirement Specialists. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements and access to investment management, managing approximately $327.7 million in client assets.

John Mara is a financial advisor with OnePoint BFG Wealth Partners in Burlington, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Northwestern Mutual and LPL Financial. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a wide range of clients, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations, using a client-specific investment approach that integrates third-party managers, proprietary models, and technology-driven operational support.

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.

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.

Megan Brandt is a financial advisor at Kestra Private Wealth Services, LLC with a Series 66 designation and one year of industry experience. Her prior work includes roles at Expeditors International of Washington and City Catering Company. She also served as a Client Relationship Manager at California Wealth Transitions, where she evaluated client risk tolerance and provided financial advice. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, corporations, and other entities, offering a range of investment advisory and financial planning services with access to both in-house and third-party managed solutions.

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 previously worked at 42 North Private Bank, Bank of New England Mortgage, and Academy Communications. F.L. Putnam serves a diverse range of individual and institutional clients, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm builds customized portfolios using both internally managed strategies and third-party managers across multiple asset classes, incorporating strategic asset allocation with tactical adjustments.

Silverio Boleto is a financial advisor with Santander Securities LLC, holding a Series 66 designation and 14 years of industry experience. He has been with Santander Securities and Santander Bank since 2012. 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, delivering investment advice through a managed-account platform with discretionary portfolio management and ongoing compliance oversight.

Nicholas Gorton is an 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 with since 2015. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring across a range of investment strategies, managing approximately $1.21 billion in assets as of early 2025.

Jackson Rotondo is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Rotondo is also involved in insurance brokering for non-registered products. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and corporate consulting with an investment approach focused on tactical diversification and individualized asset allocation.

Christopher Ribeiro is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Coppell Advisory Solutions in 2025, he worked at Alphastar Capital Management and Fidelity Investments, and served in the Medford Police Department. 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 employs an open-architecture platform with tailored investment strategies and a broad investment toolkit across various asset classes.

Stephen Boudreau is a financial advisor at Alera Investment Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Strategic Retirement Plan Consultants, Inc. and LPL Financial. He also provides administrative support to Strategic Retirement Plan Consultants, an independent investment advisory firm. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to a broad client base, including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental analysis approach while incorporating various investment vehicles and provides ongoing portfolio supervision and consulting services.

Jeffery Sutton is a Certified Financial Planner® with 28 years of industry experience. He is currently with Accelerate Retirement and has previously worked at firms including Commonwealth Financial Network and Donegal Investment Advisors. Sutton also operates a retirement plan advisory business under the name Axial Benefits Group. Accelerate Retirement serves individual and institutional clients by providing retirement plan consulting, investment management, financial planning, and fiduciary services, utilizing customized portfolios and a long-term investment approach.

Stephen Beam is a financial advisor with StoneX Advisors Inc. in Woburn, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with StoneX Securities Inc. since 2015. Beam is also the owner and managing director of Regency Financial Group, LLC, where he provides insurance and fixed annuity products to clients. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a range of advisor-managed and model-based investment solutions, supported by integrated clearing, custody, and lending capabilities through its affiliation with StoneX Group.

Glenn Frank is a financial advisor at EverSource Wealth Advisors, LLC with 29 years of industry experience. He holds the PFS™ designation and has previously worked at Hightower Advisors, LLC and Lexington Wealth Management, Inc. Outside of his advisory role, he delivers educational workshops through Frank Advising LLC and writes newsletters for a registered investment advisory firm. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of advisor representatives providing multiple investment programs and incorporates values-based portfolio options informed by a Judeo-Christian framework.

Yvan Bodart is a CFA® charterholder with three years of industry experience. He has worked at F L Putnam Investment Management Co. since 2023 and previously held roles at Boston Financial Management LLC, Cabot - Wellington, LLC, and Bank of America Private Bank. F L Putnam serves a broad range of individual and institutional clients, offering investment management, financial planning, OCIO-style advisory, family office solutions, and consulting. The firm uses a strategic asset allocation framework with internally managed strategies and third-party managers across multiple asset classes and is the investment adviser to the AOG Institutional Fund while providing specialized services through its wholly owned trust company.