Gregory Prayzner is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has worked at Flagship Harbor Advisors since 2017 and also maintains a longstanding association with LPL Financial. Flagship Harbor Advisors serves individuals, charitable organizations, corporations, and retirement plans by providing investment management, financial planning, and retirement-plan consulting. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies across mutual funds, ETFs, individual securities, and separately managed accounts.

James Anza is a financial advisor with Northeast Planning Associates, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes roles at LPL Financial, Begley & Associates, and several insurance companies. Outside of advising, he is involved in tax preparation and accounting through Begley & Associates, LLC. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, managing approximately $414 million in discretionary assets with a team of about 70 advisors.

Shawn Wrisley is a financial advisor at CreativeOne Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at AE Wealth Management LLC, Dale Frank Financial Group, and Total Business Solutions NE. Outside of his advisory work, he is involved in public speaking on financial education. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing ETFs, mutual funds, options strategies, and select private investments.

Craig Taylor is a CFP® with five years of industry experience, currently serving as a financial advisor at Gradient Advisors, LLC. He has prior experience at Cardinal Financial and Caliber/New Rez, with a long background as a self-employed insurance agent. Outside of Gradient, Taylor is the owner and Investment Advisor Representative of Pathway Wealth Strategies LLC, where he provides advisory and insurance services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Polly Cordle is a financial advisor with St. Germain Investment Management in Springfield, MA, holding Series 63, Series 65, and Series 66 licenses and with 20 years of industry experience. Her prior roles include positions at Encompass Financial Advisors, Resurgent Financial Advisors, and Marriott Securities. Outside of her advisory work, she owns and operates Oh the Pollybilities, a vintage, collectibles, and arts and crafts resale business in Belchertown, MA. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm manages approximately $3.8 billion in assets and employs a long-term, asset-allocation-driven investment approach.

Christine Andrzejewski is a financial advisor at St. Germain Investment Management with 14 years of industry experience. She has been with St. Germain since 2010 and holds a Series 65 designation. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individual investors, high net worth clients, pension plans, charitable organizations, and businesses. The firm employs model-based asset allocation using quantitative and qualitative analysis with a long-term investment horizon and offers tailored strategies incorporating various securities and ESG options.

William Balint is a financial advisor at Trustmont Advisory Group, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Sagepoint Financial, Inc., MML Investors Services, and MassMutual Life Insurance Company. Outside of his advisory role, Balint is president of Balint Financial Services, LLC, which provides life, disability, and long-term care insurance options along with fixed annuities. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook using public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of the end of 2024.

Laura Bovino is a financial advisor with St. Germain Investment Management and holds a Series 66 designation. She has six years of industry experience, including prior work at Ameriprise Financial Services from 2009 to 2022. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individual investors, high net worth clients, pension plans, charitable organizations, and businesses. The firm employs model-based asset allocation with both quantitative and qualitative analysis and integrates personalized financial planning into its advisory services.

Angelo Fiore is a financial advisor at St. Germain Investment Management with one year of industry experience. He holds a Series 65 designation and has prior work experience including six years at Cima Restaurant & Chop House and roles in education and landscaping. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, and charitable organizations. The firm employs a model-based asset allocation strategy combining quantitative and qualitative analysis with a long-term investment focus.

Dale Breault is a financial advisor with Capital Analysts based in Feeding Hills, MA, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has been with Lincoln Investment Planning since 2013. Outside of his advisory work, he serves on the Finance Counsel for Saint John the Evangelist Catholic Church and is a board member of Mission Driven Catholic, a nonprofit organization focused on empowering Catholic educators. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and model portfolios. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary screening processes and offer a range of advisory services including custom portfolios and ERISA retirement plan advice.

Kelly Selkirk is a CFP® and Series 65 licensed financial advisor with St. Germain Investment Management in Springfield, MA, where she has worked since 2018. She has seven years of industry experience, including four years at the Jewish Community Centers of Greater Boston prior to joining St. Germain. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, charitable organizations, and businesses. The firm employs a model-based asset allocation approach that combines quantitative and qualitative analysis, focusing on long-term investment strategies and personalized financial planning.

Matthew Smith is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. He has worked at Santander Securities since 2014 and is also affiliated with Santander Bank, NA. In addition to his advisory role, Smith is an adjunct faculty member for the MBA program at Elms College. 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 advisory programs and integrates third-party investment managers through its FMAX managed-account platform, delivering discretionary portfolio management supported by ongoing compliance and suitability oversight.

Thaddeus Welch is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at St. Germain Investment Management since 2015. He previously worked at St. Germain Securities, Inc. from 2015 to 2024. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individual investors, high net worth clients, pension plans, charitable organizations, and businesses. The firm employs a model-based asset allocation approach that combines quantitative and qualitative analysis and integrates personalized financial planning into its advisory services.

Richard Bleser is a financial advisor at St. Germain Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with St. Germain since 2015. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individual investors, high net worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs model-based asset allocation utilizing both quantitative and qualitative analysis, focusing on long-term investment strategies with continuous portfolio monitoring.

Paul Marchese is a financial advisor with St. Germain Investment Management in Springfield, MA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at D.J. St. Germain Co., Inc. since 2002 and was also affiliated with St. Germain Securities, Inc. from 2002 until its FINRA registration withdrawal in 2024. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, and charitable organizations. The firm employs model-based asset allocation combining quantitative and qualitative analysis, with an emphasis on long-term investment strategies and continuous portfolio monitoring.

Daniel Kates is a financial advisor with United Capital Financial Advisors in Holyoke, MA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Goldman Sachs, Cetera Advisor Networks, Mid Atlantic Financial Management, and Gaudreau Wealth New England. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm also offers sub-advisory, consulting, and technology services through its FinLife Partners platform, supporting customized investment strategies and a broad affiliate network.

Michael Diotalevi is a financial advisor at United Capital Financial Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at The Ayco Company L.P./Mercer Allied and Secure Energy Solutions. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm offers a technology platform supporting independent advisors, customizable portfolios including ESG and faith-based options, and operates affiliated legal and trust entities along with lending and referral services.

Mark Hugo is a financial advisor with StoneX Advisors Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with StoneX Advisors since 2015 and has held various roles across affiliated StoneX entities. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes multiple account structures and model-based solutions, working through independent advisors and an in-house Private Client Group.

Russell Morris is a financial advisor with AlphaStar Capital Management holding a Series 66 designation and five years of industry experience. Prior to joining AlphaStar, he worked at firms including Charthouse Wealth Management, Connecticut River Wealth Management, LPL Financial, and Ameriprise Financial. In addition to his advisory role, he is an insurance agent at Charthouse Wealth Management and serves as a notary. AlphaStar Capital Management manages approximately $1.84 billion for a range of clients including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management with an investment approach that combines strategic asset allocation and quantitative tactical strategies, utilizing subadvisers and exchange-traded products.

Daniel Jamroz Jr. is a financial advisor at StoneX Advisors Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with StoneX Advisors since 2015. In addition to his advisory role, Jamroz is the owner of One Source Wealth Management, LLC, where he provides financial services and insurance, including life and disability insurance sales. 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 investment solutions through independent advisors and an in-house Private Client Group, utilizing various platforms and third-party managers.