Jeffrey Van Siclen is a CFP® with 13 years of industry experience currently serving at Fortis Capital Advisors, LLC. He has previously worked at Purshe Kaplan Sterling Investments and McAdam, LLC. Outside of advisory roles, he is involved as a partner and co-owner of LRVS Advisory Group, LLC, and provides insurance advice as a licensed agent. Fortis Capital Advisors offers investment advisory and financial planning services to individuals, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm emphasizes customized portfolio construction and ongoing monitoring through discretionary management, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Dimitrios Georgakopoulos is a financial advisor at Packerland Brokerage Services, Inc. with 14 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials and has been self-employed since 2007. Outside of his advisory work, he serves as Stewardship Chair for the Greek Orthodox Church of Weston and is Treasurer and a board member for Weston Youth Soccer. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan consulting through a network of 176 advisors and utilizes third-party money managers and the Hilltop/Hilltop-cleared Envestnet platform to offer a range of investment solutions.

George Clarke is a financial advisor with Great Valley Advisor Group, LLC, holding the PFS™ designation and Series 66 license, with 24 years of industry experience. He has worked at LPL Financial and Holbrook Cooperative Bank and currently provides investment advisory services through US Financial Advisors, LLC. Clarke serves on the Board of Directors for Friends of Milton Crew, Inc., a community and charitable organization, and also holds roles on the boards of Abington Bank. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers or sponsored platforms.

Jacob Clark is a financial advisor at ValMark Advisers, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Trove Private Wealth and WIS International. Clark also has experience assisting lead advisors with planning and data preparation at Trove Private Wealth. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing a combination of mutual funds, ETFs, and separate-account managers.

Jordan Lee is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with two years of industry experience. He holds a Series 66 designation and has worked previously at Hub Pen and LYC Financial Group. Jordan serves as a trustee of the Krawshaw Family Trust alongside his siblings. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, including third-party manager selection and monitoring, emphasizing a predominance of non-discretionary asset management.

Camden Newton is a financial advisor at Pallas Capital Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at GWM Advisors, LLC and PNC Bank. 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.

Marcus Papajohn is a financial advisor at Diversify Advisory Services, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network for nine years. His other business activity includes sales of fixed life and fixed annuities through Boston Wealth Advisory Group. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm focuses on tactical diversification and individualized asset allocation, offering a variety of portfolio management options and fee structures.

Matthew Angel is a CFP® with 15 years of industry experience currently affiliated with Diversify Advisory Services, LLC and DFPG Investments, LLC. His prior experience includes roles at Eagle Strategies (NY Life) and New York Life Insurance Company. In addition to his advisory work, he is an insurance broker appointed with outside carriers to broker non-registered insurance products. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach utilizing a combination of internal models and third-party solutions across multiple platforms and offers a wide range of investment strategies and consulting services.

Shannon Smith is a CFP® professional with 18 years of experience in the financial services industry. She is currently a financial advisor at Pallas Capital Advisors, LLC and has previously worked at UBS Financial Services, Inc. for 14 years. 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, employing a primarily long-term, fiduciary approach that includes ETFs, mutual funds, individual securities, and alternative investments.

David Henry is a CFA® charterholder with six years of industry experience. He is currently an advisor at The Patriot Financial Group, LLC and has held positions at firms including Mass Mutual Life Insurance and H&R Block. Outside of his advisory work, Henry serves as a non-compensated board member and investment committee member for Northeast Arc and is on the investment committee for the Essex County Community Foundation. He also works as an innkeeper for seasonal rental units in Salem, MA. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a variety of securities and analytical approaches, manages about $2.4 billion across 37 advisors, and offers services such as discretionary portfolio management, retirement plan advisory, and wrap-fee programs.

John Cahill is a financial advisor with Beaumont Financial Partners in Needham, MA. He holds a Series 65 designation and has been with Beaumont since 2024. Prior to joining the firm, he worked at S&P Global and has experience in academic roles at Trinity College, Providence College, and the College of the Holy Cross. Beaumont Financial Partners offers 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 and utilizes low-cost index funds, ETFs, sub-advisors, and alternative investments, with client portfolios tailored by relationship managers to meet specific objectives and risk tolerances.

Michael Dias is a financial advisor at Fortis Capital Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and McAdam, LLC. Outside of his advisory work, Dias volunteers as an assistant soccer coach at Weymouth High School. Fortis Capital Advisors serves individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients by providing investment advisory and financial planning services. The firm emphasizes customized portfolio construction and ongoing monitoring, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Thomas Lally is a CFP® with 14 years of industry experience, currently with Great Valley Advisor Group, LLC. He has held positions at U.S. Financial Advisors, LLC, LPL Financial, LLC, and U.S. Wealth Management. His other business activities include providing administrative support to Great Valley Advisor Group. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party platforms.

John Barber is a CFP® and Series 65 credentialed financial advisor with 15 years of industry experience. He has worked at Beaumont Financial Partners since 2011 and Beaumont Financial Advisors since 2022, both located in Needham, MA. Beaumont Financial Advisors 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 uses a Dominant Benefit Theory of Investing and a collaborative investment process to tailor portfolios primarily with low-cost index funds, ETFs, selective sub-advisors, and alternative investments.

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.

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 financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 credential and 14 years of industry experience. He previously worked at Edward Jones for seven years before joining Mutual of Omaha in 2019. Outside of advising, he serves on the board of directors at Southcoast YMCA and is a silent partner in two car wash businesses. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through a platform relationship with Envestnet. The firm supports a range of investment options and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Scott Liston is a financial advisor at Santander Securities LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Santander in various capacities since 2007. Outside of his advisory role, he serves on the boards of the Cape Community Ice Arena and the Casco Bay Hockey Association, and is the treasurer for The Cromwell Center for Disabilities Awareness. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and ongoing compliance oversight.