Connor March is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been associated with Santander Securities since 2016 and Santander Bank since 2015. Santander Securities LLC provides investment advisory and related services to a diverse client base including individuals, 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 managers overseeing portfolios and an implementation manager handling rebalancing and compliance.

James Pati is a financial advisor with Foundations Investment Advisors LLC in Bristol, RI, holding Series 63 and Series 65 registrations and having seven years of industry experience. His career includes roles at Merrill, Wealth Max Financial Group, and New York Life among others. He is also an insurance agent affiliated with Wealth Max Financial Group. Foundations Investment Advisors, LLC provides financial planning and ongoing portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of analytical approaches and utilizes model portfolios, third-party sub-advisers, and custodians to tailor investment advice through a large network of affiliated offices.

Jennifer Devine is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with five years at the firm and a total of two years of industry experience. She holds the Series 65 and Series 63 licenses. Prior to her current role, she worked at CliftonLarsonAllen LLP for five years. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by providing wealth advisory and asset management services, financial and estate planning, and business succession consulting. The firm integrates strategic asset allocation with multidisciplinary planning and offers both fiduciary RIA services and broker-dealer and insurance activities.

John Woodard Jr. is a Series 65-licensed financial advisor at Alphastar Capital Management with 13 years of industry experience. He is the owner and advisor of Woodard & Clark and a Certified Public Accountant partner at Matthewson Associates, where he provides tax services. Alphastar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs a mix of strategic and tactical investment approaches and utilizes third-party portfolio construction technology across its enterprise of approximately 135 advisors.

Mikaela Hunt is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 65 designation and five years of industry experience. She has been with CliftonLarsonAllen since 2019 and previously worked at the University of Massachusetts - Dartmouth and Winberg's True Value. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Raymond Hunt is a financial advisor with Capital Analysts and holds a Series 66 designation. He has 24 years of industry experience, including 14 years at Lincoln Investment. Hunt is also licensed as a Life and Health Insurance Broker, providing insurance product recommendations and services. Capital Analysts serves a diverse client base ranging from individual investors to corporate and nonprofit entities. The firm offers discretionary and non-discretionary portfolio management, utilizing proprietary investment models and third-party managers, and maintains close affiliations with Lincoln Investment and major custodians.

Kelly Cooper is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Santander Securities since 2014 and is based in Falmouth, MA. 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 other financial services, delivering investment advice through a managed-account platform with discretionary portfolio management and ongoing compliance oversight.

Robin Hofheinz is a financial advisor with Creativeone Wealth, LLC who holds Series 63 and Series 65 credentials and has five years of industry experience. He has worked with ChangePath, LLC since 2021 and operates the Retirement Freedom Team under Financial Transitions Group, LLC, focusing on life insurance and annuity sales. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms, managing primarily discretionary accounts using a variety of portfolio strategies including ETFs, mutual funds, and private investments.

Tayla Vardo is a financial advisor at Sowell Management with a Series 65 credential and four years of industry experience. She previously worked at Southcoast Financial Group and USA Wealth Group, among other organizations in both financial and health services sectors. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, unified managed account solutions, and held-away account management.

Nicholas Daddona is a financial advisor at Sowell Management with 11 years of industry experience. He holds Series 65 and Series 63 licenses and is the owner and president of Southcoast Insurance Group, an investment-related insurance business. Prior to joining Sowell Management in 2026, he worked at Allstate Insurance Company from 2013 to 2020. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm employs multiple management styles and offers portfolio construction using mutual funds, ETFs, and individual securities, alongside model portfolios and sub-advisory relationships with firms like Goldman Sachs, Affinity, and Rayliant.

Gregory Gauthier is a financial advisor at Belpointe Asset Management LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Oppenheimer & Co Inc, Mass Mutual Life Insurance Company, and MML Investors Services. Outside of his advisory role, he owns Aperçu Business Advisors, a business valuation firm, and serves as an ice hockey official. 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, and retirement plan consulting, utilizing customized portfolios with a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Mark Woods is a CFP® with 23 years of industry experience. He is currently with Latitude Advisors, LLC and has prior experience at H.D. Vest Advisory Services and H.D. Vest Investment Services. Woods is also president of Woods CPA, Ltd., where he works directly with clients on tax and accounting matters. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Heather Ankstitus is a financial advisor with United Capital Financial Advisors, holding a Series 65 designation and 12 years of industry experience. She has been with United Capital Financial Advisors since 2014. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by client-facing technology and a range of ancillary services.

Eric Paradis is a financial advisor at Capital Analysts with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Lincoln Investment and Massachusetts Financial Group. Outside of finance, Paradis is involved in the performing arts sector, serving as Recording Secretary for Your Theatre, Inc., and as Treasurer for Arts History Architecture in New Bedford. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, with investment decisions guided by an in-house research team that uses proprietary tools and provides access to third-party managers.

John Castelot is a financial advisor at Northeast Planning Associates, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with LPL Financial and Ams Financial Corporation. Castelot also manages a separate business entity, JBC Financial Corp, for tax and investment purposes. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements and access to investment management, managing approximately $327.7 million in client assets.

William Swart is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with AlphaCore Capital LLC and previously worked at Brave Asset Management, Inc. for four years as well as at Gleeson's Wine and Spirits. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm provides wealth planning and investment management with access to traditional and alternative strategies, emphasizing multi-asset diversification through qualitative analysis and manager due diligence.

Bradford Smith is a financial advisor with Capital Analysts in Westport, MA, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Lincoln Investment Planning since 2007. Outside of advising, he serves as an agent for disability insurance with the Town of Westport. Capital Analysts serves a broad client base including individual and high-net-worth investors, retirement plans, trusts, and institutional clients. The firm offers discretionary and non-discretionary portfolio management through various programs, leveraging an internal investment management and research team and proprietary mutual fund screening methods.

Otto Schleinkofer is a financial advisor with Integrated Wealth Concepts LLC, holding one year of industry experience. He also serves as a principal at Fernandes & Charest P.C., a CPA firm. Prior to joining Integrated Wealth Concepts, he worked at Clifton Larson Allen for five years. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing both internally managed and third-party strategies with a focus on long-term portfolio construction and customized solutions.

Ismael Tavares is a financial advisor with OSAIC Institutions, Inc. He holds Series 65 and Series 63 licenses and has nine years of industry experience. His prior work history includes roles at Infinex Investments, Inc., Bank Five, Santander Securities LLC, and Santander Bank NA. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services, with a hybrid adviser/broker-dealer structure and access to alternative investments and lending solutions.

Steven Earle is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Mass Mutual Investors Services. Outside of his advisory work, he is involved with Evolution Financial LLC, a separate business activity unrelated to investments. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial and retirement planning. The firm employs a mix of proprietary and third-party investment strategies and provides a range of account-level services including lending solutions and donor-advised fund options.