Joseph Baaklini is a CFP® with seven years of industry experience, currently serving as a financial advisor at Foundations Investment Advisors LLC since 2019. Prior to this, he worked at Pall Corporation for ten years. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of close to 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Praveena Naduthota is a financial advisor at Pallas Capital Advisors, LLC with two years of industry experience. She has worked at Phillips since 2003 and holds a role in global business transformation within manufacturing. 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, employing a primarily long-term, fiduciary investment approach.

Peter Gillis is a financial advisor at Pallas Capital Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Piper Sandler & Co. and Sandler, O'Neill & Partners, L.P. There are no notable outside activities reported. 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, primarily using a long-term, fiduciary approach that includes ETFs, mutual funds, individual stocks and bonds, and alternative investments.

Diane Rule is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Her work history includes roles at Cetera, Securities America, Inc., and LPL Financial. She also owns Rule Financial Services, an advisory business. The Patriot Financial Group serves individuals, small businesses, and retirement plans by providing investment management, financial planning, and consulting services. The firm constructs tailored portfolios using a blend of charting, fundamental, and technical analysis, with ongoing supervision and a diverse range of asset classes including mutual funds, ETFs, equities, fixed income, commodities, and private placements.

Charles Garabedian is a financial advisor at Beaumont Financial Partners with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Beaumont Financial Partners and its affiliates since 2007. Beaumont Financial Partners provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm employs a Dominant Benefit Theory of Investing, using a combination of low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with oversight from an Investment Committee and tailored portfolio management.

Dennis Coite is a CFP® with 11 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. He also maintains roles at StoneX Securities Inc. and Ron Coite & Associates, where he is involved in health, life, and LTC insurance sales as well as fixed annuity sales and tax preparation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and annuity allocation services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, employing multiple account structures and model-based solutions.

Patrick Furnari is a financial advisor with Capital Analysts in Braintree, MA, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Capital Analysts since 2002 and also works with Lincoln Investment. Outside of his advisory role, he provides consulting services related to business operations and refinancing through Tactical Solutions, LLC. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, and it maintains affiliations with Lincoln Investment and Pershing/BNY that influence product offerings and client servicing.

Laurie Faille is a CFP® professional with 12 years of experience in financial advising. She has worked at F.L. Putnam Investment Management Co. since 2018 and previously was with Proctor Financial from 2011 to 2018. Outside of her advisory work, she operates a photography business as a sole proprietor. F.L. Putnam Investment Management Co. serves a diverse client base, including individuals, institutions, foundations, and endowments, offering customized portfolio management across equities, fixed income, and alternative assets. The firm incorporates internally managed strategies alongside third-party managers within a strategic asset allocation framework, and it provides specialized services such as family office solutions and OCIO-style advisory.

Jack McCroken is a CFP® with 15 years of industry experience, currently serving at Pallas Capital Advisors, LLC. His prior roles include positions at UBS Financial Services, Inc., Triad Advisors LLC, and Purshe Kaplan Sterling Investments, Inc. In addition to his advisory work, he is a notary, providing notarial services. Pallas Capital Advisors is an SEC-registered multi-team firm managing approximately $4.3 billion, serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, long-term wealth management services that integrate investment management, financial planning, family office services, and retirement plan advisory.

Carroll Hayes Jr. is a CFP® professional with 31 years of industry experience. He is currently with Mission Wealth Management, LP and previously spent 16 years at Charles Carroll Financial Partners, LLC. Mission Wealth Management, LP is an SEC-registered multi-team advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients. The firm offers personalized wealth management, portfolio management, financial planning, and consulting services, employing a tiered service model tailored to client complexity and asset size.

Michael Patterson is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory work, Michael hosts a weekly Music Bingo night at a local pub and works as an energy advisor helping customers reduce electricity costs. The Patriot Financial Group serves individuals, small businesses, and retirement plans by offering investment management, financial planning, and retirement plan advisory services. The firm constructs tailored portfolios using a combination of fundamental, technical, and charting analysis, managing a diverse range of asset classes with ongoing monitoring and rebalancing.

Ross Frankenfield is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2025. Prior to that, he spent 19 years at Harbor Funds Distributors, Inc. and Harbor Capital Advisors, Inc. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, and institutional investors through a conservative, bottom-up equity process focused on downside protection and risk management.

Peter Girard is a CFP® with 24 years of experience in the financial industry. He has been with Beaumont Financial Partners and its predecessor entities since 2004. Girard holds the Series 63 and Series 66 licenses. Beaumont Financial Partners provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm employs a structured investment process centered on its Dominant Benefit Theory of Investing and offers an integrated service model that includes discretionary portfolio management and held-away account oversight.

Daniel McCarthy is a financial advisor with Apollon Wealth Management, LLC, holding Series 63, 65, and 66 licenses and 33 years of industry experience. His prior roles include positions at Royal Alliance Associates and The Quincy Group, Inc., where he served for over two decades. He is also an investor and part owner of Lionheart Behavioral Health Services, an outpatient clinic specializing in substance abuse and mental health treatment. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services with a combined centrally managed and local portfolio management approach, integrating both fundamental and tactical investment strategies along with tax-aware tools and alternative investment options.

Kyle Bateman is a CFP® and Series 66 credentialed advisor with 10 years of industry experience. He is affiliated with The Patriot Financial Group, LLC and has previously worked at firms including CETERA Financial Specialists LLC, Waypoint Wealth Management, Securities America Inc., and LPL Financial, LLC. Bateman is also licensed to sell fixed insurance products. 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 a variety of asset classes and combines fundamental, technical, and charting analysis, with ongoing portfolio supervision and rebalancing.

Paul Tamagni is a financial advisor with LPL Financial in Milford, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at LPL Financial since 2015 and founded Northeast Planning Associates, Inc., an independent registered investment advisory firm, in 2020. Outside of his advisory work, he serves as President and Vice-President of Mt. Holly Marketing, a C Corporation established for personal tax planning purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

Michael Abbondanza is a financial advisor at New England Private Wealth Advisors, LLC with a Series 65 credential and approximately two years of industry experience. His prior roles include positions at TimesSquare Capital Management and Kapitus. New England Private Wealth Advisors is a fee-based investment adviser serving individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm manages diversified portfolios emphasizing low-cost mutual funds and ETFs, and offers discretionary management supplemented by third-party separate account managers.

Brian Gaffney is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked with IHT Wealth Management since 2020 and has been associated with LPL Financial since 2012. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm uses a blend of fundamental stock selection and quantitative tools to manage diversified portfolios that include ETFs, mutual funds, third-party managers, fixed income, and option strategies, and it offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Louis Della Valle is a financial advisor with Dakota Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Inc., C2C Wealth Management, LLC, and LPL Financial. Outside of his advisory work, he serves as treasurer and board member of a condominium association. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm provides customized, primarily long-term portfolio management using a range of investment vehicles combined with ongoing oversight, and it also acts as a manager and general partner to private funds and a sub-adviser to a registered ETF.

John Khoury is a financial advisor at Savvy with 22 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab & Co, Inc from 2008 to 2023. Outside of his advisory role, he owns a property management business involving a condo rental in Lincoln, New Hampshire. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and external research.