Jarad Minsky is a CFP®-certified financial advisor with 20 years of industry experience, currently with Diversify Advisory Services, LLC. He has held roles at Commonwealth Financial Network and has been the owner of Minsky Financial Group, LLC. Outside of advisory work, he manages Minsky Financial Group, a private entity facilitating advisory and insurance business. Diversify Advisory Services serves a broad client base including individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification investment approach with individualized asset allocation and offers a variety of portfolio management options and fee structures to suit different client needs.

Cheryl Fortier is a CFP® professional with six years of industry experience. She has worked at Beaumont Financial Advisors, LLC and Beaumont Financial Partners, LLC since 2019 and previously spent eighteen years at BNY Mellon. 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 employs a Dominant Benefit Theory of Investing, using a combination of low-cost index funds, ETFs, selective sub-advisors, and alternative investments tailored to clients’ objectives and risk tolerance.

Jennifer Rosenbaum is a financial advisor at F L Putnam Investment Management Co. with six years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, Merrill, and BNY Mellon. F L Putnam serves a diverse client base including individual and institutional investors, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework with both internally managed and third-party strategies across multiple asset classes.

Jennifer Goddard is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Minsky Financial Group, Doyle & Minsky Financial, and Eagle Strategies. She has also maintained long-term involvement with Hunter Pace Consignment and Levaland Farm LLC outside the financial sector. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm uses a tactical diversification approach with individualized asset allocation and offers various portfolio management and consulting services tailored to client goals.

Gerald Dufault is a Certified Financial Planner (CFP®) with 39 years of industry experience. He is currently with The Patriot Financial Group, LLC and has previously worked at Cetera Financial Specialists LLC, Securities America Inc., Bay State Savings Bank, and LPL Financial LLC. He is also the owner of Rollover Advisory Services, LLC, which provides expense management services. The Patriot Financial Group serves a diverse client base including individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management, financial planning, and retirement plan advisory services, combining fundamental and technical analysis with a broad range of investment options.

James Rafeld is a financial advisor at Alera Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Financial Engines Advisors L.L.C. for 11 years. Rafeld serves as an officer and director of American Legion Post 7 in Easton, Massachusetts. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a mix of internal management, affiliate platforms, and independent managers with a focus on mutual funds, ETFs, equities, and fixed income, serving both retail investors and plan sponsors.

Jeanne Hagar is a financial advisor at OneSeven with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Boston Harbor Wealth Advisors. In addition to her advisory role, she serves as an agent placing term life, long-term care, and disability insurance products. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach, utilizing diversified portfolios that include mutual funds, ETFs, stocks, bonds, and access to alternatives and private placements.

Christopher Donovan is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 registrations and bringing nine years of industry experience. His background includes roles at DFPG Investments, Eagle Strategies (NY Life), Harding Financial & Insurance, NYLIFE Securities LLC, and New York Life Insurance Company. He is also engaged as an independent contractor brokering non-registered insurance products with outside insurance carriers. Diversify Advisory Services is an SEC-registered advisor serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of portfolio management strategies and financial planning services tailored to client goals and risk tolerance.

Emily Richard is a CFA® charterholder and holds a Series 66 license with two years of industry experience. She currently works at Pallas Capital Advisors, LLC and has prior experience at JP Morgan Private Bank, Liberty Mutual Investments, and Loomis Sayles & Company. Outside of finance, she is an owner and partner of Diamond Odyssey, LLC, an arts and crafts business focusing on international travel and oil painting sketching. Pallas Capital Advisors is an SEC-registered multi-team advisory firm managing approximately $4.3 billion, serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm provides customized, long-term wealth management services incorporating discretionary investment management, financial planning, family office services, and investment consulting, utilizing a range of investment vehicles and offering specialized fiduciary and family office capabilities.

Ali Laflamme is a financial advisor at Pallas Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments, UBS Financial Services, TD Ameritrade, and Scottrade. At Pallas Capital Advisors, he serves as Director of Operations, overseeing client requests, account openings, operations team management, client reporting, and trade execution. Pallas Capital Advisors is a multi-team SEC-registered investment adviser managing approximately $3.2 billion across 1,118 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, utilizing a primarily long-term, fiduciary approach with diversified portfolios including ETFs, mutual funds, stocks, bonds, and alternative investments.

John Williams is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with ValMark Advisers, Inc. and has a longstanding role at Capital Formation Group, Inc., which he owns and operates, marketing financial services to the public. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and approved third-party managers, along with proprietary platforms and a range of advisory and sub-advisory services.

Todd Vandam is a financial advisor at Pallas Capital Advisors, LLC with a Series 65 designation. He has over 31 years of industry experience, having previously worked at Loomis Sayles & Company from 1994 to 2025. Pallas Capital Advisors is a multi-team SEC-registered advisory firm managing approximately $4.3 billion and serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers wealth management services that include discretionary investment management, financial planning, family office services, and investment consulting, utilizing a primarily long-term and customized investment approach.

Ronald De Feo is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 65 licenses and with 36 years of industry experience. He has worked at Santander Securities since 2012 and has been affiliated with Santander Bank, NA since 2004. 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 wrap-fee advisory programs and financial planning services through a managed-account platform, with a notable affiliation to Santander Bank, N.A.

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 one year of industry experience. He holds a Series 66 designation and has previously worked at Hub Pen and LYC Financial Group. Jordan serves as a trustee to the Krawshaw Family Trust alongside his siblings. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, with a notable predominance of non-discretionary assets under management.

Mohammed Siddiqui is a financial advisor at Wealthcare Advisory Partners LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Trilogy Financial, and National Planning Corporation. Outside of his advisory role, he serves as president of Solution Sales Management LLC, a consulting firm focused on clean energy and transportation. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that incorporates behavioral economics and quantitative measures to construct diversified, long-term portfolios.

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.