Robert Barry Jr. is a financial advisor at Founders Financial Securities LLC with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Barry has worked at Barry and Campagna Financial Services, Inc. and Founders Financial Securities since 2013. Outside of his advisory role, he is involved in the sale and review of personal and commercial property and casualty insurance products. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and insurance services, utilizing a variety of advisory platforms and third-party asset managers.

Connor March is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been associated with Santander Securities since 2016 and Santander Bank since 2015. Santander Securities LLC provides investment advisory and related services to a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and access to securities-based lending, delivering investment advice through a managed-account platform with third-party managers overseeing portfolios and an implementation manager handling rebalancing and compliance.

Jennifer Devine is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in New Bedford, MA. She holds the Series 65 and Series 63 designations and has been in the industry for 2 years. Prior to her current role, she worked with CliftonLarsonAllen LLP from 2016 to 2021. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory and asset management services, financial and estate planning, and business succession consulting. The firm combines fiduciary RIA services with broker-dealer and insurance activities, utilizing strategic asset allocation through model portfolios and integrating multidisciplinary planning through its parent company.

David Mcpherson is a CFP® with 19 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2024. Prior to this, he spent 18 years with Four Ponds Financial Planning LLC. F.L. Putnam serves a diverse client base including individuals, families, and institutions, providing customized, team-based investment management and advisory services across multiple asset classes. The firm incorporates internally managed strategies and third-party managers, offering options such as sustainable investing and tax-aware rebalancing.

Mikaela Hunt is a Series 65 licensed advisor at CliftonLarsonAllen Wealth Advisors, LLC with six years of industry experience. She has worked at CliftonLarsonAllen since 2019 and previously held positions at the University of Massachusetts Dartmouth and Winberg's True Value. CliftonLarsonAllen Wealth Advisors serves individual, corporate, institutional, and qualified retirement plan clients with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach using firm-constructed model portfolios combined with third-party programs, mutual funds, ETFs, and private placements, supported by multidisciplinary planning through its parent firm, CliftonLarsonAllen LLP.

Kelly Cooper is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Santander Securities since 2014 and is based in Falmouth, MA. 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 other financial services, delivering investment advice through a managed-account platform with discretionary portfolio management and ongoing compliance oversight.

William Goldsmith is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Gateway Wealth Partners, LLC and has previously worked at OSAIC and SagePoint Financial. Outside of advising, he is involved in personal development media through his own platform, Focused Vision, where he produces content and interviews on health, wellness, and entrepreneurship, and he serves as a board member of Congregation Agudath Achim. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate, and manages approximately $1.25 billion in assets.

Elissa Schwartz is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including New York Life and Mass Mutual. Outside of finance, she owns and operates Beau Coeur Equestrian, providing equestrian coaching and riding instruction. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for thousands of clients, including individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios and a variety of advisory relationships.

John Castelot is a financial advisor with Northeast Planning Associates, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Northeast Planning Associates since 2003 and LPL Financial since 2007. Outside of his advisory roles, he is involved with JBC Financial Corp, a separate business entity for tax and investment purposes. 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.

Keyana Russ is a CFP® professional with five years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2024. Her prior experience includes roles at Four Ponds Financial Planning and a seven-year tenure at the College of Charleston. F.L. Putnam Investment Management Company serves a diverse client base including individuals, families, and institutions. The firm employs a team-based, customized investment approach utilizing internally managed strategies and third-party managers across various asset classes, with options for sustainable investing and tax-aware rebalancing.

William Brooks is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. His prior roles include positions at Infinex Investments, Inc., Cooperative Bank of Cape Cod, Kovack Securities, Inc., and Capital Guardian Wealth Management LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and lending solutions, operating a hybrid adviser/broker-dealer model with significant assets under management and a distinctive service and distribution structure.

James Jazo is a financial advisor at OSAIC Institutions, Inc. with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Eagle Strategies LLC, New York Life Insurance Company, and White Cap Financial & Insurance Services. In addition to his advisory role, he is involved in an insurance brokering business that focuses on non-registered products. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory and financial planning services through a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Matthew Keeling is a CFP® with 29 years of industry experience, currently serving at Commonwealth Financial Network since 1996. He is also the owner and president of Keeling Financial Strategies, Inc., a private entity supporting his securities, investment advisory, and insurance business. He is based in Mashpee, MA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides various advisory programs and comprehensive back-office services, including operations, trading, technology, investment management, compliance, and practice management support.

Brandon Todd is a financial advisor with Eagle Strategies (NY Life) in Mashpee, MA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Nylife Securities LLC, New York Life Insurance Company, and Artistic Grounds. He is also appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple programs tailored to client objectives, with the majority of assets managed on a non-discretionary basis.

Rosa Jardim is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. She is also the owner of Jardim & Marotta LLC, a CPA practice she has operated since 2015. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, family office services, and retirement plan advisory, using customized portfolios that combine internal management with third-party asset managers.

Brendan Geggatt is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 65 designations. He has 15 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities LLC. He also operates Orchard Financial Strategies & Insurance Services, a business involved in brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and manages a substantial portion of assets on a non-discretionary basis through a variety of program types linked to insurance and annuity products.

Clifford Westberg Jr. is a CFP® professional with 33 years of industry experience, affiliated with Commonwealth Financial Network and Integrity Financial Management since 2003. He is co-owner and president of With Integrity Operations, LLC, a company that manages branch expenses and income unrelated to investment activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and their clients. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Robert Martin is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His career includes roles at The Cooperative Bank of Cape Cod and Infinex Investments, Inc., where he has served since 2017, as well as prior positions at Santander Securities LLC, New York Life Investment Management LLC, Merrill, and Bank of America-affiliated firms. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer model that combines firm supervision with delegated investment management by its representatives.

Brett Peroni is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Park Avenue Securities, Peroni Financial Group, and Guardian Life Insurance Company since 2005. Outside of his financial advisory work, he is involved with The S.E.A.L. Foundation, a nonprofit raising funds for children with learning disabilities. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individual, corporate, retirement plan, charitable, and business clients through a combination of brokerage and advisory services. The firm offers tailored investment management, financial planning, and access to proprietary and third-party solutions, with a range of operational and lending options integrated into client service.

James Quinlan Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Integrity Wealth Management and Commonwealth Financial Network since 2014, with prior experience at LPL Financial, TD Wealth Management Services, Cetera Investment Services, Manulife Investment Management, and John Hancock Investment Management. Outside of advisory roles, Quinlan is the owner and president of Top Hat Advisory Services, Inc., and he also operates a homemade crafted pen business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their clients. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, supporting both individual and institutional investors with a range of investment options and back-office services.