Suzanne Conran is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been associated with Lincoln Investment since 2010, Aag Securities, Inc. since 1996, and Horizon Financial Group since 1994. In addition to her advisory work, she is involved in providing insurance products, including fixed annuities and term life insurance. Capital Analysts serves a diverse client base ranging from individual investors to corporate clients and foundations, offering discretionary and non-discretionary portfolio management through various programs. The firm’s investment decisions are guided by an in-house research team utilizing proprietary screening processes, and it supports a range of advisory approaches including custom portfolios and third-party manager selection.

Robert Alessandro is a financial advisor at Zacks Investment Management, Inc. with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Harbor Funds Distributors, Harbor Capital Advisors, Purshe Kaplan Sterling Investments, and McAdam LLC. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, pooled investment vehicles, and other institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management across a range of strategies and manages affiliated mutual funds and ETFs while distributing strategies through wrap-fee and unified managed account programs.

James Almquist is a CFP®-certified financial advisor with nine years of industry experience. He currently works at Apollon Wealth Management, LLC and previously spent eight years with Royal Alliance Associates. Almquist is also involved with The Quincy Group, Inc., where he provides financial advisory services. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, charitable organizations, retirement plans, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed office portfolios and offers specialized services including ESG risk-based models, Direct Indexing with ESG overlays, and tax management tools.

Kevin McGrath is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Cetera Financial Specialists LLC, Securities America, Inc., and Cambridge Investment Research Advisors, Inc. He is also the owner and treasurer of McGrath Insurance Brokerage Inc., where he has been involved in the sale of fixed insurance products since 1993. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a variety of securities and strategies, manages approximately $2.4 billion across 37 advisors, and offers services including discretionary portfolio management, retirement plan advisory, and a wrap-fee program.

Jeremy Sandler is a CFP® professional with 14 years of experience in the financial industry. He has been with New England Private Wealth Advisors, LLC since 2014. New England Private Wealth Advisors provides fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm focuses on broadly diversified portfolios using primarily ETFs and mutual funds, while also recommending third-party managers and alternative investments for qualified clients.

Stephen Dellelo is a financial advisor at Prosperity Capital Advisors with 34 years of industry experience. He holds the ChFC® designation and has worked at NEXT Financial Group, Inc. for 18 years before joining Prosperity Capital Advisors. He is also the owner of Retirement Income Strategies, LLC d.b.a. Dellelo Wealth Management and the President of Shovel Town Tax, LLC, which offers tax preparation services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, corporate clients, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and offers a range of advisory and intermediary services.

William Reis is a financial advisor with LPL Financial and holds the Series 66 designation. He began his advisory career in 2023 and also provides financial planning and consulting services through Northeast Planning Associates, Inc., an independent investment advisor firm. Reis serves in the U.S. Army National Guard as a Signal NCO. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of delivery options tailored to client needs.

John Cahill is a financial advisor with Capitol Securities Management, Inc. in Wellesley, MA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Capitol Securities Management since 1997 and also maintains a self-employed law practice focused on estate planning and trusts for the firm’s clients. 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 investment advisory services combined with comprehensive financial planning, pension consulting, insurance products, and educational seminars, managing assets through various account types and investment strategies.

Gary Oman is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held roles at Great Valley Advisor Group since 2021 and LPL Financial since 2011, and has owned his own CPA practice since 1997, providing tax preparation and accounting services alongside his advisory work. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm employs individualized portfolio construction with a combination of in-house strategies and third-party managers, offering both discretionary and non-discretionary investment management along with financial planning and retirement consulting services.

Timothy Couture is a CFP® and Series 66 licensed advisor with 15 years of industry experience. He is currently with Compound Planning, Inc. and has previously worked at First Citizens Bank, Silicon Valley Bank, Goodman Advisory Group, LPL Financial, and Weston Financial Group. He is also a licensed insurance agent. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting, utilizing a risk-based, customized investment approach that incorporates fundamental, technical, and modern portfolio theory analysis. The firm offers a range of managed portfolio services and third-party solutions, including tax-aware direct indexing and options strategies.

Christopher Mcintyre is a financial advisor with Commonwealth Financial Network and holds the Series 66 designation. He has 24 years of industry experience and has been associated with Green Harbor Financial and Commonwealth Financial Network since 2006. In addition to advisory services, he conducts fixed insurance sales through Green Harbor Financial Services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing a broad range of advisory programs, technology, and operational support. The firm offers various investment platforms and portfolio management solutions while allowing advisors discretion in constructing client portfolios.

Christopher Torres is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He holds Series 63 and Series 65 designations. In addition to his advisory role since 2023, he has been a partner at Taylor & Company PC, a CPA practice, since 2015. He also worked at Purshe Kaplan Sterling Investments in 2016. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and financial planning, using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income, with an emphasis on a long-term investment approach.

Derek Thisse is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including GW & Wade, Commonwealth Financial Network, and D. K. Brede Investment Management. Outside of his advisory role, he manages an investment-related property. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a broad range of wealth management, retirement, and sub-advisory services.

David Nathanson is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a combination of model portfolios and manager-driven strategies, with a focus on non-discretionary asset management alongside discretionary offerings.

Timothy Pinch is a financial advisor at Focus Partners Wealth, LLC with 37 years of industry experience. He holds a Series 63 designation and has worked previously at The Colony Group, LLC and G. W. & Wade Asset Management Company, Inc. Outside of his advisory role, he is involved in horse racing as a passive owner of race horses and serves on the council of Glastonbury Abbey, a religious nonprofit. He is also a board member of the Mass Soldier's Legacy Fund and holds leadership roles in a private condominium association. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies and offers a range of firm-affiliated private and registered funds.

Ronald Goodman is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at Integrated Wealth Concepts since 2017 and previously at Lincoln Financial Advisors from 2014 to 2017. Goodman is also a partner in Goodman & Goodman LLC, a CPA affiliate program that he has been involved with since 2004. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing a long-term investment approach combined with tailored portfolios.

Tyler Rich is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at The Colony Group, LLC, GW & Wade, LLC, GW & Wade Asset Management Company, LLC, and PricewaterhouseCoopers LLP. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a range of financial and fiduciary services.

Joel Roberts is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2026, following prior roles at Brescor Wealth Advisory LLC, Aurora Management Services LLC, and J.P. Marvel Wealth Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Monica Feyock is a financial advisor with Empower Advisory Group based in Norfolk, MA. She holds Series 63 and Series 65 licenses and has 11 years of industry experience, including roles at SmartBear Software LLC and Gwfs Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, with an investment approach that emphasizes long-term portfolio returns and regular rebalancing.

Ronald Judkins is a financial advisor with Guardian Life and holds the Series 63 and Series 65 designations. He has five years of industry experience, including prior roles at Edward Jones, Pruco Securities/Prudential, and New York Life Insurance Company. Judkins has also been involved with McAdam LLC, an RIA firm, where he provided financial advice. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services. The firm offers both discretionary and non-discretionary advisory relationships, utilizing model portfolios from in-house and third-party managers.