Mark Roman is a financial advisor with Stratos Wealth Advisors LLC in Rockland, MA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. He is also the managing partner of Veritas Boston Wealth Management, an investment advisory and financial planning firm. Stratos Wealth Advisors is a multi-team SEC-registered advisory firm with approximately 71 advisors managing about $5.57 billion for nearly 5,000 clients across 31 offices. The firm serves individuals, trusts, retirement plans, and institutional accounts by offering financial planning, portfolio management, third-party manager programs, OCIO solutions, and insurance consulting.

Colin March is a financial advisor at Santander Securities LLC with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Santander Bank, NA, Bristol County Savings Bank, and Northeast Alternatives, Inc. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products.

Peter Thorbahn is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has worked at Moors & Cabot since 2011 and joined Advisory Services Network in 2025. Outside of his advisory role, he is an insurance agent selling annuities and life insurance on a commission basis and is the owner and managing member of Thorvest LLC, a service company for business expenses. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets across various investment strategies and fee structures.

Erik Wallin is a financial advisor at Coastal Bridge Advisors with 22 years of industry experience. He holds a Series 66 designation and previously worked for Purshe Kaplan Sterling Investments and One Charles Private Wealth, where he served as managing partner. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans, employing a goal-based, fundamental analysis approach with diversified portfolio construction.

Hamit Merlika is a financial advisor at Santander Securities LLC with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at Uber Technologies, Inc., Lyft, Inc., and Union Bank Sh.A. Santander Securities LLC serves a retail client base with approximately $3.14 billion in assets under management and offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm delivers investment management primarily via the FMAX wrap-fee platform, incorporating third-party discretionary managers and offering ongoing suitability oversight and ESG options.

Owen Gilmore is a CFA® charterholder with five years of industry experience. He is currently with Beaumont Financial Partners in Needham, MA, where he has worked since 2023. His prior experience includes roles at CIPW Service Company, CI Barrett Private Wealth, and Barrett Asset Management. Beaumont Financial Partners offers comprehensive wealth management and family office services to affluent individuals, families, small businesses, and select institutions. The firm employs a “Dominant Benefit Theory” investment approach and integrates portfolio management with financial planning and in-house tax preparation.

James Karamourtopoulos is a CFP® professional with six years of industry experience, currently serving as an advisor at New England Private Wealth Advisors, LLC. His prior experience includes roles at Forefront Wealth Partners, Origin Financial, FP Alpha, Centinel Financial Group, Hereford Financial, Everyday Life, and GW&K Investment Management. 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 primarily using ETFs and mutual funds, and it offers both discretionary and non-discretionary asset management with customized wealth planning and retirement plan advisory.

Patrick Lawler is a CFP® with 13 years of industry experience, currently serving as an advisor at Fortis Capital Advisors, LLC. He has previously worked at Purshe Kaplan Sterling Investments and McAdam, LLC. Lawler is a partner and co-owner of LRVS Advisory Group, LLC, where he provides financial planning and wealth management services. Fortis Capital Advisors offers investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, and institutional clients. The firm focuses on customized portfolio construction and ongoing monitoring, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Eric Sneider is a financial advisor at Modera Wealth Management, LLC with 23 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Modera Wealth Management in 2024, he spent over two decades at Bromfield Schneider Wealth Advisors, Inc. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm applies a diversified asset allocation strategy based on Modern Portfolio Theory and combines traditional investment management with in-house accounting, tax services, and business coaching.

George Howe is a financial advisor at Great Valley Advisor Group, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Great Valley since 2021. Prior to that, he was with U.S. Financial Advisors, LLC for seven years and LPL Financial for 19 years. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm focuses on individualized portfolio construction and oversight, using a combination of in-house strategies and third-party managers, and offers both discretionary and non-discretionary investment management along with financial planning and retirement-plan consulting.

Alex Kozlowski is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at Pallas Capital Advisors, LLC. He has three years of industry experience, including prior roles at RBC Capital Markets, Alpha Pension Group, and Putnam Investments. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services through a primarily long-term, fiduciary approach utilizing a range of investment vehicles including ETFs, mutual funds, individual securities, and alternative investments.

Brian Corcoran is a financial advisor at Beaumont Financial Partners with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beaumont Financial Advisors and Beaumont Financial Partners since 2011. Beaumont Financial Advisors 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 an investment process based on its Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with portfolio oversight tailored to client objectives and risk tolerance.

Jon Loranger is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Cetera Financial Specialists LLC, Securities America, Inc., Allstate Insurance Company, MML Investors Services, and MassMutual Life Insurance Company. In addition to his advisory work, he serves as Executive Vice President of Compliance and Operations at The Patriot Financial Group Insurance Agency, LLC. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management using a variety of securities and analytical methods, managing approximately $2.4 billion across 37 advisors and sponsoring a wrap-fee program.

David Mcdonough is a financial advisor with Trilogy Capital, Inc. and Flagship Wealth Powered by Trilogy Financial. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 18 years at LPL Financial. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm uses a risk-based, diversified asset allocation approach with in-house models and third-party sub-advisors, incorporating both fundamental and technical analysis and integrating personal and business real estate considerations in advanced planning.

David Young is a financial advisor at New England Private Wealth Advisors, LLC with a Series 65 credential and one year of experience. His prior roles include positions at Manulife John Hancock Brokerage Services and John Hancock, with earlier experience at Liberty Mutual. New England Private Wealth Advisors is a fee-based investment adviser managing approximately $5.09 billion for individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm emphasizes broadly diversified, low-cost portfolios and offers discretionary management alongside third-party separate account managers.

Adam Sousa is a financial advisor at Coastal Bridge Advisors with a Series 65 designation and one year of industry experience. His background includes roles at One Charles Private Wealth and several educational institutions. 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 to build diversified portfolios and offers specialized advisory services including retirement plan consulting and HSA investment management.

Gavin Davis is a CFA® charterholder with over a decade of experience in financial advisory and investment management. He has worked at Beaumont Financial Partners since 2021, following roles at Brede Investment Management and the Commonwealth of Massachusetts Office of Administration and Finance. Prior to his financial industry career, he was involved with the Campaign for Charlie Baker for Governor. Beaumont Financial Partners serves affluent individuals, families, small businesses, and select institutions, offering investment management, wealth management, family office services, financial planning, and in-house tax preparation. The firm employs a Dominant Benefit Theory of Investing and integrates a range of investment vehicles, with oversight from an Investment Committee and tailored client relationship management.

Thomas Cahill is a financial advisor at Beaumont Financial Partners with 25 years of industry experience. He has been with Beaumont Financial Advisors and its predecessor firms since 1999. Beaumont Financial Partners provides investment management, wealth management, and family office services to affluent individuals, families, small businesses, and select institutions. The firm employs a structured investment approach based on its Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments.

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® professional with nine years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC since 2024. Prior to joining Apollon, he worked for eight years at Royal Alliance Associates. He is also involved with The Quincy Group, Inc., where he provides financial advice to clients. Apollon Wealth Management is an SEC-registered multi-team adviser serving a broad client base including individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, and consulting services, employing both centrally managed and locally managed investment strategies across various asset classes and specialized client segments such as insurance companies and pooled investment vehicles.