Joshua Pacheco is a financial advisor at IP Financial Advisory Services LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Innovation Partners LLC and Axis Advisors LLC since 2014. Outside of his advisory roles, he owns and operates a furniture store. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using a variety of analyses and also provides access to third-party investment advisors, focusing on non‑high-net-worth individuals.

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.

Jennifer Devine is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in New Bedford, MA, holding Series 63 and Series 65 licenses with two years of industry experience. She has worked at CliftonLarsonAllen Wealth Advisors since 2021, following five years with CliftonLarsonAllen LLP. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines RIA fiduciary services with broker-dealer and insurance activities and integrates multidisciplinary planning through its Private Client Services model.

Bryan Gravel is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked with Flagship Harbor Advisors and LPL Financial since 2016. Gravel is also licensed to sell non-variable insurance products, including disability, life, LTC, and fixed annuities. 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 through a team of about 60 advisors, employing a range of investment strategies including fundamental and technical analysis across mutual funds, ETFs, individual securities, and managed accounts.

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 Series 65 licensed advisor at CliftonLarsonAllen Wealth Advisors, LLC with six years of industry experience. She has worked at CliftonLarsonAllen since 2019 and previously held positions at the University of Massachusetts Dartmouth and Winberg's True Value. CliftonLarsonAllen Wealth Advisors serves individual, corporate, institutional, and qualified retirement plan clients with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach using firm-constructed model portfolios combined with third-party programs, mutual funds, ETFs, and private placements, supported by multidisciplinary planning through its parent firm, CliftonLarsonAllen LLP.

Raymond Hunt is a financial advisor at Capital Analysts with 24 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2012. Additionally, he is licensed as a Life and Health Insurance Broker, providing research, recommendation, and servicing of insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network, employing both discretionary investment management by its in-house team and non-discretionary options via advisors and third-party managers.

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.

Talia Cyr is a financial advisor at William Joseph Capital Management, Inc. with two years of industry experience. She holds a Series 65 designation and has previously worked at Loomis Sayles and Target. Additionally, she is an insurance agent affiliated with Joseph E. Goss, Ltd., where she sells life and annuity insurance products. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning and portfolio management, utilizing customized portfolio construction alongside third-party sub-advisors accessed through the AssetMark platform.

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 63 and Series 65 licenses and has worked at Sowell Management since 2026. Prior to this, he has been the Owner and President of Southcoast Insurance Group since 2013 and previously 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 provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model of over 100 advisors and employs multiple management styles including strategic and tactical allocation and individual equity selection.

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.

William Goldsmith is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Gateway Wealth Partners, LLC and has previously worked at OSAIC and SagePoint Financial. Outside of advising, he is involved in personal development media through his own platform, Focused Vision, where he produces content and interviews on health, wellness, and entrepreneurship, and he serves as a board member of Congregation Agudath Achim. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate, and manages approximately $1.25 billion in assets.

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 with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Capital Analysts since 2002 and has been associated with Lincoln Investment since 2012. Outside of his advisory role, Paradis is involved in the performing arts community, serving as Recording Secretary for Your Theatre, Inc., and as Treasurer for Arts History Architecture New Bedford (AHA). Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

John Castelot is a financial advisor with Northeast Planning Associates, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Northeast Planning Associates since 2003 and LPL Financial since 2007. Outside of his advisory roles, he is involved with JBC Financial Corp, a separate business entity for tax and investment purposes. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, managing approximately $414 million in discretionary assets with a team of about 70 advisors.

Faris Dalou is a financial advisor at PlanMember Securities Corporation with a Series 66 credential and one year of industry experience. His background includes roles at WealthPlan Advisor Group, Green House, and Emmanuel College Financial Services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm’s investment approach uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios across a range of risk profiles.

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.

Otto Schleinkofer is a financial advisor with Integrated Wealth Concepts LLC who holds CPA credentials and has two years of industry experience. He has been a principal at the CPA firm Fernandes & Charest P.C. since 2020 and previously worked with Clifton Larson Allen from 2015 to 2020. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, and structures customized portfolios primarily with mutual funds, ETFs, equities, and fixed income using a long-term investment approach.