Michael Patterson is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory work, Michael hosts a weekly Music Bingo night at a local pub and works as an energy advisor helping customers reduce electricity costs. The Patriot Financial Group serves individuals, small businesses, and retirement plans by offering investment management, financial planning, and retirement plan advisory services. The firm constructs tailored portfolios using a combination of fundamental, technical, and charting analysis, managing a diverse range of asset classes with ongoing monitoring and rebalancing.

Tucker Roeder is a financial advisor with Fortis Capital Advisors, LLC and holds a Series 66 credential. He has 13 years of industry experience, including roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and McAdam, LLC. Roeder is a partner and co-owner of Fortis Capital Advisors’ LRVS Advisory Group. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers discretionary portfolio management with customized strategies across passive, active, tactical, blended, and ESG-integrated approaches.

Ross Frankenfield is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2025. Prior to that, he spent 19 years at Harbor Funds Distributors, Inc. and Harbor Capital Advisors, Inc. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, and institutional investors through a conservative, bottom-up equity process focused on downside protection and risk management.

Peter Girard is a CFP® with 24 years of experience in the financial industry. He has been with Beaumont Financial Partners and its predecessor entities since 2004. Girard holds the Series 63 and Series 66 licenses. Beaumont Financial Partners 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 structured investment process centered on its Dominant Benefit Theory of Investing and offers an integrated service model that includes discretionary portfolio management and held-away account oversight.

Daniel McCarthy is a financial advisor at Apollon Wealth Management, LLC with 33 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Royal Alliance Associates and The Quincy Group, Inc., where he also served as president. In addition to his advisory role, McCarthy is an investor and part owner of Lionheart Behavioral Health Services, an outpatient clinic focused on substance abuse and mental health treatment. Apollon Wealth Management is an SEC-registered multi-team adviser serving high-net-worth individuals, families, businesses, trusts, and institutional clients. The firm combines centrally managed model strategies with locally managed portfolios, investing across multiple asset classes and utilizing sub-advisors to tailor client solutions.

Kyle Bateman is a CFP® and Series 66 credentialed advisor with 10 years of industry experience. He is affiliated with The Patriot Financial Group, LLC and has previously worked at firms including CETERA Financial Specialists LLC, Waypoint Wealth Management, Securities America Inc., and LPL Financial, LLC. Bateman is also licensed to sell fixed insurance products. The Patriot Financial Group serves individuals, small businesses, and retirement plans by providing investment management, financial planning, and retirement plan advisory services. The firm constructs tailored portfolios using a variety of asset classes and combines fundamental, technical, and charting analysis, with ongoing portfolio supervision and rebalancing.

Michael Abbondanza is a financial advisor at New England Private Wealth Advisors, LLC with a Series 65 credential and approximately two years of industry experience. His prior roles include positions at TimesSquare Capital Management and Kapitus. New England Private Wealth Advisors is a fee-based investment adviser serving individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm manages diversified portfolios emphasizing low-cost mutual funds and ETFs, and offers discretionary management supplemented by third-party separate account managers.

Brian Gaffney is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked with IHT Wealth Management since 2020 and has been associated with LPL Financial since 2012. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm uses a blend of fundamental stock selection and quantitative tools to manage diversified portfolios that include ETFs, mutual funds, third-party managers, fixed income, and option strategies, and it offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Louis Della Valle is a financial advisor with Dakota Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Inc., C2C Wealth Management, LLC, and LPL Financial. Outside of his advisory work, he serves as treasurer and board member of a condominium association. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm provides customized, primarily long-term portfolio management using a range of investment vehicles combined with ongoing oversight, and it also acts as a manager and general partner to private funds and a sub-adviser to a registered ETF.

Gerald Robillard is a financial advisor with Virtue Capital Management, LLC and holds a Series 63 designation. He has 19 years of industry experience and has previously worked at Cutter Financial Group LLC and Precision Capital Management. Robillard is also president of GJR Financial, Inc., an insurance and advisory business. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across about 90 advisers for more than 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, utilizing a model-driven approach that incorporates economic data and quantitative optimization.

Jack Mc Carty is a financial advisor at Coastal Bridge Advisors with a Series 65 designation and one year of industry experience. Prior to joining Coastal Bridge Advisors, he worked at One Charles Private Wealth, Loomis Sayles, and Rise Private Wealth Management. Outside of the financial sector, he has experience in the hospitality industry, including roles at 1230 Ocean Bistro and Jim's Dock. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios incorporating equities, fixed income, mutual funds, ETFs, and alternative investments.

Michael Galli is a financial advisor at The Patriot Financial Group, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Patriot Financial Group since 2019. Prior to that, he was with Lighthouse Capital, LLC and iCapital, LLC. Galli is also a licensed insurance agent specializing in health, life, and disability insurance. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management using a mix of analysis techniques and diverse securities, managing approximately $2.4 billion across 37 advisors.

Jessica Frigon is a financial advisor at Pallas Capital Advisors, LLC with a Series 65 designation. She has one year of industry experience and previously worked at Shepherd Kaplan Krochuk, LLC for three years. Pallas Capital Advisors is an SEC-registered multi-team advisory firm managing approximately $4.3 billion and serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, long-term wealth management services that include discretionary investment management, financial planning, family office services, and retirement plan advisory.

Steven Violin is a CFA® charterholder and holds the Series 66 designation with 24 years of industry experience. He has been with F.L. Putnam Investment Management Co. since 2000. F.L. Putnam serves a diverse client base that includes individual and institutional investors, offering discretionary and non-discretionary investment management, financial planning, OCIO advisory, and family office solutions. The firm utilizes a strategic asset allocation framework incorporating internally managed strategies and third-party managers across multiple asset classes, and it is noted for its role as adviser to the AOG Institutional Fund and ownership of Darwin Trust Company.

Andrew Wetzel is a CFA® charterholder with 18 years of industry experience. He has been with F.L. Putnam Investment Management Co. since 2003. F.L. Putnam serves a diverse client base including individual investors, institutions, foundations, and endowments, offering discretionary and non-discretionary investment management, financial planning, and consulting through FLP Atrato Consulting. The firm employs a strategic asset allocation framework with internally managed strategies and third-party managers across multiple asset classes, and it manages the AOG Institutional Fund, which focuses on private and illiquid alternative assets.

Ye Huang is a financial advisor with Lifemark Securities Corp. in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Lifemark in 2018, he worked at Foresters Equity and has operated as an independent insurance agent since 2010. He is also an attorney specializing in estate planning through his own law practice and holds leadership roles as President and Chairman of the Asian American Association of Boston, Chairman of the Fujianess Association, and Chairman of the Boston Fujianess Chamber of Commerce. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored investment programs such as Unified Managed Accounts and Separately Managed Accounts, with advice driven by suitability assessments and managed accounts under discretionary or non-discretionary arrangements.

Stephen Hollingsworth is a financial advisor at Concurrent Investment Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Raymond James Financial Services Advisors Inc. and Adele Financial Services, LLC, where he continues to operate as an insurance agent selling group life and disability policies to law enforcement. Outside of his advisory work, he serves as treasurer of the Wellesley Grid Iron high school football club. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments, serving over 10,000 clients with approximately $9.9 billion in assets under management.

Karen Johnston is a financial advisor at Citizens Private Wealth with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Bancwest Investment Services and Bank of the West prior to joining Citizens. Johnston has been with Citizens Private Wealth since 2019 and is also associated with Citizens Securities, Inc. and Citizens Bank. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term asset allocation strategy within an open-architecture framework, offering discretionary and non-discretionary portfolio management alongside tax, estate structuring, and business consulting services.

Matthew Lichtman is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 14 years of industry experience, including seven years at Goldman, Sachs & Co. and five years at Advisory Services Network. In addition to his advisory work, Lichtman is the managing member of Lichtman & Associates, LLC, a law firm based in Wellesley, MA. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing a wide range of investment strategies tailored to client objectives and risk tolerances.

Ariel Dangelo is a financial advisor at Packerland Brokerage Services, Inc. with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked in both financial services and real estate, including roles at MassMutual Life Insurance Company and Messina Realty Collective. Outside of advisory work, she is involved in real estate as a licensed agent and business advisor, and she serves as CEO and president of a startup developing budgeting and financial literacy software. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors managing over $1.3 billion in assets. The firm offers a range of investment advisory services, including financial planning, portfolio management, and retirement plan consulting, utilizing a platform that supports both direct and third-party managed accounts.