Derek Doo is a financial advisor at Wealthcare Investment Partners LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for 15 years before joining his current firm in 2020. He is involved in financial planning and life insurance advisory services as an owner and planner. Wealthcare Investment Partners LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a long-term, model-based investment approach using low-cost mutual funds supplemented by ETFs, selected stocks, and bonds, with ongoing discretionary oversight and periodic rebalancing.

Sarah Dickenson is a financial advisor at Abundo Wealth with a Series 65 designation and two years of experience at the firm. Her prior work includes roles at Financial Planning Solutions, Wayfair, and F10 Creative. She is also the owner of Sarah Dickenson Photography, a business she has operated since 2013. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm emphasizes passive, low-cost index fund investing and offers advice on various financial planning topics through a client portal and software, while clients retain control over investment implementation.

Kathy Alves is a CFP® professional with 18 years of experience in financial advising, currently serving at Barry Investment Advisors, LLC since 2014. She holds Series 63 and Series 65 licenses and is based in New Bedford, MA. Outside of her advisory role, she is the Chair of the Investment Committee and a member of the Finance Committee at the SouthCoast Community Foundation. Barry Investment Advisors manages approximately $712.6 million for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts, providing wealth management, comprehensive financial planning, and discretionary and non-discretionary portfolio management. The firm follows a Balanced Global Value investment approach that integrates equities, fixed income, and cash, with asset allocation informed by market valuations and tailored to client risk profiles.

Clifford Deck is a CFP® with 26 years of industry experience and is a partner at Blue Chip Financial Advisors, LLC. He has worked at the firm since 1999 and previously operated Clifford J. Deck, CPA Inc. from 1992 to 2019. Blue Chip Financial Advisors provides investment advisory and financial planning services to individuals, trusts, corporations, retirement plans, and nonprofit entities. The firm operates a client-directed, non-discretionary portfolio management model, combining long- and short-term strategies and maintaining a close relationship with accounting professionals.

Melyna Young is a financial advisor at Bristol Wealth Group in Taunton, MA, holding a Series 66 designation with three years of industry experience. She previously worked at firms including Raymond James Financial Services Advisors, Alan Siegel Financial Services, and Bristol County Savings Bank. Bristol Wealth Group offers financial planning and discretionary wealth management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes fundamental analysis in constructing portfolios tailored to clients’ objectives and risk tolerance, managing nearly $1 billion in discretionary assets with a six-advisor team.

Sean Durkin is a financial advisor at Axis Wealth Partners, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 18 years. Outside of his advisory role, he is involved with Axis Risk Management, LLC, an insurance-related business. Axis Wealth Partners provides discretionary investment management, financial planning, pension and plan-participant consulting, and business consulting to individuals, employee benefit plans, and corporate clients. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis to guide allocation and rebalancing.

William Delmage is a financial advisor with Blue Chip Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes long tenures at Blue Chip Financial Advisors LLP and Triad Advisors, Inc., and since 2022 he has also been involved with WD & Associates, a health, dental, and life insurance business. Blue Chip Financial Advisors provides investment advisory and financial planning services to individuals, trusts, corporations, retirement plans, and nonprofit entities. The firm operates a client-directed, non-discretionary portfolio management model, employing both long- and short-term strategies and maintaining close ties with accounting professionals.

Christopher Zollo is a financial advisor with Foundations Investment Advisors LLC who holds a Series 66 designation and has five years of industry experience. His prior experience includes roles at Bank of America, Merrill, and several other financial services firms. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a broad client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and offers tailored advice through its network of affiliated offices.

Erikson Asker is a CFP® with 13 years of industry experience, currently affiliated with Advisory Services Network. His prior roles include positions at Bankers Life & Casualty, Bankers Life Securities, Hornor Townsend & Kent, and Penn Mutual Life Insurance. He is also an independent insurance agent, selling life insurance, Medicare plans, fixed annuities, and equity-indexed annuities. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, with investment strategies tailored to clients’ objectives and risk tolerances.

Simon Theberge is a financial advisor with Belpointe Asset Management LLC and holds two years of industry experience. He has previously worked at BayCoast Bank since 2018 and Mortgage Master Inc/Loan Depot from 2011 to 2018. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and acts as a sub- or co-advisor, utilizing customized portfolios and a variety of investment strategies tailored to client objectives and risk tolerance.

Jerry Diamantides is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at Commonwealth Financial Network, Merrill, Bank of America, and Santander Securities. Moors & Cabot provides investment advisory services to individual and high-net-worth clients, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a blend of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and limited consulting engagements.

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.

Randy Ball is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Santander Securities and Santander Bank since 2015. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and oversight through its clearing custodian.

Edward Botelho is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His career includes roles at CreativeOne Wealth, Wealth Max, Securities America, Securian Financial, Baystate Financial, and New York Life. Outside of advising, he has experience as a hockey coach and owns WealthMax Financial Group, a financial planning firm. Foundations Investment Advisors serves a broad client base, including individual and high-net-worth clients, retirement plans, and registered investment companies, offering financial planning and portfolio management. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with discretionary or non-discretionary authority tailored to client needs.

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.

Randi Gibbons is a financial advisor with Sowell Management holding Series 65 and Series 66 licenses and five years of industry experience. Her prior work includes positions at AE Wealth Management LLC and Arbor Insurance - USA Wealth Group Inc. She also has experience in retail and sports consignment businesses. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through various platforms.

John Edwards is a financial advisor with RMR Wealth Builders, Inc. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to joining RMR Wealth Builders, he worked at Ivy Wealth Management, Inc. and Aspire Financial Services. Edwards serves as a town councilor for Tiverton, Rhode Island. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through a combination of discretionary and non-discretionary strategies.

Mark Tremblay is a financial advisor at Belpointe Asset Management LLC with five years of industry experience. He is also the president of E.P. Tremblay & Associates, Inc., an insurance and tax preparation business he has led since 1988. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Richard Bauchspies Jr. is a CFA® charterholder with 33 years of industry experience. He has been with The Burney Company in Portsmouth, RI since 1992. The Burney Company serves mostly individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs proprietary fundamental and quantitative models within a multi-team platform, offering discretionary equity portfolio management, financial planning, and tax preparation through an affiliated CPA firm.