Michael Damon is an investment adviser representative with RFG Advisory, LLC and holds Series 63 and Series 66 credentials. He has 30 years of industry experience, including roles at Lincoln Investment and his own CPA firm, Damon Diodati, Inc., where he provides accounting and tax services. Damon also serves as treasurer and board member of the River Point Homeowners Association in Pembroke, Massachusetts. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to proprietary and third-party investment strategies, typically managing assets on a discretionary basis with a mix of active and passive models and tax-aware approaches.

Jeanne Bernardin is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2021. Prior to joining Modera, she worked for six years at Meridian Financial Advisors. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and supplementing core strategies with independent managers, private placements, and optional ESG integration.

Alexander Jovanovic is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Trillium Asset Management in Boston, MA since 2013. He holds the Series 63 designation. Trillium Asset Management provides discretionary portfolio management to a range of clients including individuals, trusts, pension plans, charitable institutions, and endowments. The firm employs a bottom-up fundamental investment approach integrated with ESG research and active ownership, offering equity, fixed-income, and balanced strategies across various platforms and serving as sub-adviser to registered and non-U.S. investment companies.

Zachary Young is a financial advisor at B. Riley Wealth Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Moors & Cabot Inc and National Asset Management. Outside of his advisory role, he is involved in event security through RSIG Security Inc. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets and serves over 16,800 clients. The firm provides a wide range of advisory services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and a variety of research methods.

Ali Laflamme is a financial advisor at Pallas Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments, UBS Financial Services, TD Ameritrade, and Scottrade. At Pallas Capital Advisors, he serves as Director of Operations, overseeing client requests, account openings, operations team management, client reporting, and trade execution. Pallas Capital Advisors is a multi-team SEC-registered investment adviser managing approximately $3.2 billion across 1,118 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, utilizing a primarily long-term, fiduciary approach with diversified portfolios including ETFs, mutual funds, stocks, bonds, and alternative investments.

Merrie Leighton is a financial advisor with Capital Analysts holding Series 63 and Series 66 credentials and has 44 years of industry experience. She has been affiliated with Capital Analysts and its predecessor entities since 1981 and has worked with Lincoln Investment since 2012. In addition to her advisory role, she is involved in sales of group life, disability, and health insurance, including needs analysis and estate planning. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, and institutional clients, offering discretionary and non-discretionary portfolio management through various programs and custom solutions. The firm supports a range of advisory models and employs an in-house investment management team utilizing a proprietary fund screening process.

Andre Habib is a financial advisor with Santander Securities LLC and holds a Series 66 designation. He has 36 years of industry experience and has worked at Santander Securities and Santander Bank since 2020, as well as Citizens Securities, Inc. from 2015 to 2020. 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 wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with discretionary account management and ongoing suitability reviews.

Michael Barrett is a financial advisor at Santander Securities LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Citizens Securities Inc, Merrill, and Thomson Reuters. Barrett is based in Smithfield, RI. 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 access to securities-based lending, delivering investment advice through a managed-account platform with third-party investment managers and ongoing compliance oversight.

Todd Vandam is a financial advisor at Pallas Capital Advisors, LLC with a Series 65 designation. He has over 31 years of industry experience, having previously worked at Loomis Sayles & Company from 1994 to 2025. Pallas Capital Advisors is a multi-team SEC-registered advisory firm managing approximately $4.3 billion and serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers wealth management services that include discretionary investment management, financial planning, family office services, and investment consulting, utilizing a primarily long-term and customized investment approach.

Nicolas Good is a CFP® and Series 65-registered advisor with two years of industry experience. He is currently with Brighton Jones LLC in Boston, where he joined in 2025 after working at Connecticut Wealth Management and Webster Bank. Brighton Jones provides comprehensive wealth-management services to individuals—including high-net-worth and ultra-high-net-worth clients—as well as charitable organizations and retirement plans. The firm emphasizes a Personal CFO model and family office services, offering a range of investment options and private-investment opportunities through its subsidiary Lenora Capital.

Luke Heger is a financial advisor at Brighton Jones LLC, holding a Series 65 designation. He has been in the industry since 2023, with prior experience at Standish Management, LLC and MFS Investment Management. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services including financial planning, investment management, family office services, and estate-planning support. The firm emphasizes whole-balance-sheet planning through its Personal CFO model and provides private-investment opportunities via its subsidiary Lenora Capital.

Jason Duguay is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Flagship Harbor Advisors, LLC and LPL Financial since 2013. He also owns a basic tax preparation business and is involved as an investor and part owner in local auto service companies. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a diverse investment approach that includes mutual funds, ETFs, individual securities, and separately managed accounts, utilizing both fundamental and technical analysis.

Neal Mc Kenna is a financial advisor at Santander Securities LLC with 17 years of industry experience. He holds a Series 66 designation and has worked primarily within Santander-affiliated entities, including Santander Bank, NA and Santander Securities, LLC, since 2016. Santander Securities LLC provides investment advisory and related services to a broad range of clients, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services through a managed-account platform that utilizes third-party investment managers and discretionary account management.

Paul Kilday Jr. is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Guardian Life and Guardian Investor Services, LLC. Kilday is also a producer for Triple V, Inc., doing business as Marshall Wealth Management. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs an in-house Investment Management & Research team for discretionary portfolio management and offers a range of customizable advisory services.

Ronald De Feo is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 65 licenses and with 36 years of industry experience. He has worked at Santander Securities since 2012 and has been affiliated with Santander Bank, NA since 2004. 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 financial planning services through a managed-account platform, with a notable affiliation to Santander Bank, N.A.

Edward Finocchiaro is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Innovation Partners LLC, Applied Capital, LLC, Multi-Funds, LLC, and Samuels Chase & Co., Inc. He is also a partner with Alpha Partners. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting, with an emphasis on non-high-net-worth individuals. The firm offers customized portfolio construction and monitoring, often using discretionary authority, and provides access to third-party investment advisors through referral arrangements.

Jeffrey Van Siclen is a CFP® with 13 years of industry experience currently serving at Fortis Capital Advisors, LLC. He has previously worked at Purshe Kaplan Sterling Investments and McAdam, LLC. Outside of advisory roles, he is involved as a partner and co-owner of LRVS Advisory Group, LLC, and provides insurance advice as a licensed agent. Fortis Capital Advisors offers investment advisory and financial planning services to individuals, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm emphasizes customized portfolio construction and ongoing monitoring through discretionary management, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Daniel Parker is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding a Series 66 designation and 22 years of industry experience. He has worked with LPL Financial and Flagship Harbor Advisors since 2013. In addition to his advisory role, he is licensed to offer a range of fixed insurance products. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a diversified investment approach that includes mutual funds, ETFs, individual securities, and separately managed accounts, utilizing both fundamental and technical analysis.

Alyson Dana is a Series 65-licensed financial advisor with McAdam LLC in Boston, MA, where she has worked since 2019, accumulating two years of industry experience. Prior to her current role, she held positions at SweatFixx, Extreme Networks, and HealthView Services Financial. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to manage portfolios across a multi-advisor platform and offers a range of investment and financial planning services, including access to alternative and specialized strategies.

Ty Vinick is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Moors & Cabot, he worked at Autogen, AGN Dental, and several healthcare-related organizations. Moors & Cabot provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a range of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.