Richard Seeley is a CFP® and holds a Series 65 license with 22 years of industry experience. He has been with Pinney & Scofield, Inc. since 2013. The firm provides investment management and financial planning services to individuals, families, trusts, and charitable organizations, serving both non‑HNW and high‑net‑worth clients on a fee‑only, primarily discretionary basis. Pinney & Scofield employs a long‑term, efficient‑markets approach with broadly diversified portfolios that include index and factor mutual funds and ETFs, emphasizing periodic rebalancing over market timing.

Zachary Rioux is a Series 66-licensed financial advisor with IP Financial Advisory Services LLC in Westport, MA, where he has worked since 2019. He has nine years of industry experience and also serves as president of South Coast Entertainment, an event services company. His prior experience includes roles at Innovation Partners LLC and New England Fisheries. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of discretionary portfolio management and referrals to third-party investment advisors, focusing on non–high-net-worth individuals.

Ryan Carroll is a financial advisor at Moneco Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CW Advisors, LLC and Congress Wealth Management, LLC. Carroll is also a registered representative of Quasar Distributors, LLC. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering a range of portfolio management options and retirement plan consulting. The firm employs a multi-team approach and uses fundamental, technical, and cyclical analysis to tailor investment programs to client goals and risk tolerances.

Randi Gibbons is a financial advisor at Sowell Management with five years of industry experience. She holds the Series 65 and Series 66 licenses and has worked previously at AE Wealth Management LLC and Arbor Insurance - USA Wealth Group Inc. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm supports over 100 advisors through a multi-branch independent-contractor model and offers investment management, financial planning, retirement-plan advisory, and related consulting services.

Joshua Pacheco is a financial advisor at IP Financial Advisory Services LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Innovation Partners LLC and Axis Advisors LLC since 2014. Outside of his advisory roles, he owns and operates a furniture store. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using a variety of analyses and also provides access to third-party investment advisors, focusing on non‑high-net-worth individuals.

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 with five years at the firm and a total of two years of industry experience. She holds the Series 65 and Series 63 licenses. Prior to her current role, she worked at CliftonLarsonAllen LLP for five years. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by providing wealth advisory and asset management services, financial and estate planning, and business succession consulting. The firm integrates strategic asset allocation with multidisciplinary planning and offers both fiduciary RIA services and broker-dealer and insurance activities.

Mikaela Hunt is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 65 designation and five years of industry experience. She has been with CliftonLarsonAllen since 2019 and previously worked at the University of Massachusetts - Dartmouth and Winberg's True Value. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

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.

Tayla Vardo is a financial advisor at Sowell Management with a Series 65 designation and one year of industry experience. Her prior work includes roles at Southcoast Financial Group, USA Wealth Group, and several behavioral health and medical organizations. Sowell Management is a fee-based registered investment adviser that serves individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm uses a multi-branch independent contractor model with over 100 advisors and offers comprehensive support services including portfolio management and compliance consulting.

Nicholas Daddona is an advisor at Sowell Management with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Sowell Management since 2026. He is also the owner and president of Southcoast Insurance Group, an investment-related insurance business he has operated since 2013. Sowell Management is a multi-branch registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions through a fee-based model. The firm offers a range of investment management and consulting services and supports over 100 independent advisors with portfolio management, compliance, marketing, and technology.

Elissa Schwartz is a financial advisor at Belpointe Asset Management LLC with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including MML Investors Services, Mass Mutual Life Insurance Company, and New York Life Insurance Company. Outside of finance, she owns and operates Beau Coeur Equestrian, an equestrian coaching and riding instruction business. Belpointe serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management and financial planning. The firm utilizes a range of investment strategies tailored to client objectives and supports its advisory practice with affiliated businesses and product sponsorships.

John Castelot is a financial advisor at Northeast Planning Associates, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with LPL Financial and Ams Financial Corporation. Castelot also manages a separate business entity, JBC Financial Corp, for tax and investment purposes. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements and access to investment management, managing approximately $327.7 million in client assets.

Louise Sharp is a financial advisor at Commonwealth Financial Network with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Commonwealth since 2002. Since 2007, she has also been affiliated with Sharp & Linhart Financial Strategies. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

William Brooks is a financial advisor at OSAIC Institutions, INC. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Infinex Investments, Inc., Cooperative Bank of Cape Cod, Kovack Securities, Inc., and Capital Guardian Wealth Management LLC. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements. The firm provides access to alternative investments and lending options, with a notable emphasis on non-discretionary assets and a dual broker-dealer/adviser structure.

Ove Asendorf is a financial advisor at Janney Montgomery Scott with three years of industry experience and a Series 66 designation. Prior to joining Janney, he held positions in real estate and hospitality. He serves as a board member of Neighborhood Falmouth, a local nonprofit supporting senior citizens, and is the vice president of BNIK Cape Cod, a business networking group. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, and advisory programs through in-house and third-party portfolio management.

Rosa Jardim is a financial advisor with Integrated Wealth Concepts LLC in New Bedford, MA, holding two 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, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a range of mutual funds, ETFs, equities, and fixed income in customized portfolios with a mix of long-term and shorter-term strategies.

Jordan Perdigao is a financial advisor at Capital Analysts with six years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Lincoln Investment and Santander Securities. Perdigao is also involved with Crump as an Independent Marketing Organization (IMO) representative for fixed annuities and life, long term care, and disability insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, utilizing in-house investment management and proprietary screening processes, and supports various advisor-managed models and third-party managers.

Eric Mauricio is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and BankNewport prior to his current role. He also has experience at Advanced Financial Group and Bryant University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services.

Scott Muma is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Advisor Networks LLC. He is also involved in fixed insurance sales as part of his business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management and retirement plan consulting. The firm offers advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.