Andrew Krout is a financial advisor at Pallas Capital Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has previously worked at De Groote Financial Group, LLC and Kelly Financial Services LLC. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, employing a primarily long-term fiduciary approach with diversified portfolio construction.

Claire Soja is a financial advisor with Capitol Securities Management, Inc. in Littleton, MA, holding Series 63, 65, and 66 designations and bringing 25 years of industry experience. Her prior roles include positions at Ameriprise Financial Services LLC and Winslow, Evans & Crocker, Inc. She also operates as The Wellesley Group. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and advisory services, comprehensive financial planning, pension consulting, and insurance products, utilizing a range of investment vehicles and third-party managers.

Kevin Morse is a financial advisor with Capital Analysts and holds Series 63 and Series 66 credentials. He has 35 years of industry experience and has been with Capital Analysts since 1991. He is also a member and Treasurer of the Pinnacle Study Group and operates a tax preparation service as a sole proprietor. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management through in-house managed models and access to third-party managers. The firm emphasizes a fiduciary approach and provides various portfolio options, operating through a network of several hundred advisors managing approximately $8.8 billion in assets.

Caleb Procaccini is a Series 66-credentialed advisor with ValMark Advisers, Inc. in Plainville, MA, and has one year of industry experience. His prior work includes roles at Trove Private Wealth and Leigh Baldwin and Company, LLC. Outside of finance, he has involvement with youth lacrosse through the Nemasket Riverhawks. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizes proprietary and third-party platforms, and offers investment-company products and index licensing arrangements.

Richard Mullen is a financial advisor at Pallas Capital Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc., GWM Advisors, LLC, and Triad Advisors LLC. Outside of his advisory role, he is the founder and investor of ProStairs Fitness LLC, a fitness equipment manufacturer. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, financial planning, and retirement plan advisory services primarily to individuals, trusts, estates, and retirement plans, utilizing a long-term fiduciary approach with diversified portfolios including ETFs, mutual funds, individual securities, and alternative investments.

Steven Galavotti is a Series 66 licensed financial advisor with Mutual of Omaha Investor Services, Inc., bringing 14 years of industry experience. He previously worked at Edward Jones from 2012 to 2019 before joining Mutual of Omaha in 2019. Outside of his advisory role, he serves on the Board of Directors at Southcoast YMCA and holds silent partner positions in two car wash businesses. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account solutions primarily through its network of Investment Advisor Representatives.

Zaven Yarumian is a financial advisor at IP Financial Advisory Services LLC with 10 years of industry experience. He holds a Series 66 designation and has maintained his own marketing consulting business, Z.A. Yarumian & Co., providing services to investment managers. His prior work includes roles at IP Financial Services, LLC and Innovation Partners LLC. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on customized portfolios and also provides access to third-party investment advisors while serving a broad range of non-high-net-worth individuals.

Francesco Conidi is a CFP® professional with 23 years of industry experience, currently advising at CliftonLarsonAllen Wealth Advisors, LLC since 2021. His prior experience includes roles at Charles Schwab and Charles Schwab Bank SSB between 2009 and 2021. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation using model portfolios with active and passive mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

David Kemmerer is a financial advisor at RFG Advisory, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network, Bluebird Wealth Management, Balter Liquid Alternatives, and MFS Investment Management. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware methods, and it serves a range of clients including investment companies, state and municipal entities.

Lindsay Garrahan is a financial advisor at Modera Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Modera, she worked at RMR Group and Ameriprise Financial. Her background includes roles outside finance at the Utah Arts Festival and the Humane Society of Utah. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines a diversified investment strategy based on Modern Portfolio Theory with in-house accounting and tax services, supporting approximately $17.7 billion in assets under management across more than 100 advisors.

Amanda Adams is a CFP® with eight years of industry experience. She is currently with Concurrent Investment Advisors, LLC and previously worked at Edward Jones and The Sun Chronicle. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Ellis Pfahl is a CFP® with six years of industry experience, currently serving as an investment adviser representative at The Patriot Financial Group, LLC. His prior experience includes roles at CETERA Financial Specialists LLC and Securities America, Inc. Outside of his advisory work, he is also involved in insurance sales through McGrath Insurance Brokerage Inc. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a variety of securities and analytical approaches, managing approximately $2.4 billion across 37 advisors and offering a wrap-fee program.

Kelly Saffery is a CFP® professional with eight years of experience in the financial advisory industry. She has been with New England Private Wealth Advisors, LLC since 2018 and previously worked at Boston Private Wealth in 2017. New England Private Wealth Advisors provides fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm emphasizes diversified portfolios primarily using ETFs and mutual funds and offers customized wealth planning and retirement plan advisory services.

Jackson Roberts is a Series 65 licensed financial advisor at Pallas Capital Advisors, LLC with two years of industry experience. Prior to joining Pallas Capital Advisors, he worked at Raymond James & Associates and has held roles at Tulane University, the Town of Nantucket, and The Roxbury Latin School. Pallas Capital Advisors is a multi-team SEC-registered investment adviser managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services primarily using a long-term, fiduciary investment approach.

James Waggett is a CFP® and CFA® with 12 years of industry experience. He is currently with F.L. Putnam Investment Management Co., where he has worked since 2022. His prior experience includes roles at Equitable Advisors, Thrivent Financial, and TD Private Client Wealth LLC. F.L. Putnam serves a diverse client base including individuals, institutions, foundations, and nonprofit organizations, offering customized investment management, financial planning, and consulting services. The firm combines internally managed strategies with third-party managers across multiple asset classes and employs a strategic asset allocation framework with tactical flexibility.

Matthew Edwards is a financial advisor at ValMark Advisers, Inc. with three years of industry experience. He holds a Series 66 designation and has worked with Trove Private Wealth since 2021. His prior experience includes roles at Wealth Impact Partners, Microgroup (part of TE Connectivity), and Automotive Parts Services. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based model portfolios and asset allocation strategies implemented through mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.

Caitlin Polson is a CFP® and Series 65-registered advisor with 14 years of industry experience. She has been with New England Private Wealth Advisors, LLC since 2008. New England Private Wealth Advisors provides fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm constructs diversified portfolios primarily using ETFs and mutual funds, and also offers access to third-party managers and alternative investments for qualified clients.

Erik Hacker is a ChFC® credentialed advisor with 29 years of industry experience, currently affiliated with Capital Analysts in Braintree, MA. He has worked at Capital Analysts since 1998 and Lincoln Investment since 2012, with prior experience at John Hancock Mutual Life Insurance Co. His other business activities include providing insurance sales and consultation. Capital Analysts serves individual and institutional clients through discretionary and non-discretionary portfolio management, offering model and custom portfolios managed by an in-house Investment Management & Research team. The firm collaborates closely with Lincoln Investment and provides a range of advisory services including retirement plan consulting and access to third-party managers.

Dominic Glasson is a Series 65 licensed financial advisor with three years of industry experience, currently with Foundations Investment Advisors LLC. Prior to this, he held roles at Rise North Capital and RNC RIA LLC. Outside of advising, he is active as a life insurance agent specializing in premium financing strategies. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm serves individuals, trusts, estates, and registered investment companies through a network of around 300 advisers and offers portfolio management, financial planning, retirement plan support, and sub-advisory services.

Gregory Boyle is a financial advisor at Pallas Capital Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services Inc, GWM Advisors, LLC, and Triad Advisors LLC. Outside of his advisory role, he is involved in life insurance settlements as an agent. Pallas Capital Advisors is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, focusing on a long-term fiduciary approach using a diversified range of investment vehicles.