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.

Jacob Clark is a financial advisor at ValMark Advisers, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Trove Private Wealth and WIS International. Clark also has experience assisting lead advisors with planning and data preparation at Trove Private Wealth. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing a combination of mutual funds, ETFs, and separate-account managers.

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.

Caleb Procaccini is a Series 66-credentialed advisor with ValMark Advisers, Inc. in Plainville, MA, and has one year of industry experience. His prior work includes roles at Trove Private Wealth and Leigh Baldwin and Company, LLC. Outside of finance, he has involvement with youth lacrosse through the Nemasket Riverhawks. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizes proprietary and third-party platforms, and offers investment-company products and index licensing arrangements.

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.

Amanda Adams is a CFP® with eight years of industry experience. She is currently with Concurrent Investment Advisors, LLC and previously worked at Edward Jones and The Sun Chronicle. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Matthew Edwards is a financial advisor at ValMark Advisers, Inc. with three years of industry experience. He holds a Series 66 designation and has worked with Trove Private Wealth since 2021. His prior experience includes roles at Wealth Impact Partners, Microgroup (part of TE Connectivity), and Automotive Parts Services. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based model portfolios and asset allocation strategies implemented through mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.

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.

Joshua Procaccini is a financial advisor at ValMark Advisers, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked with ValMark Advisers since 2008 and its affiliated firms since 2004. Outside of his advisory role, he serves as a consultant for Wealth Impact Partners’ Donor Activation Program and is an assistant football coach for the Freetown Lakeville Regional School District. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

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.

Dennis Coite is a CFP® with 11 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. He also maintains roles at StoneX Securities Inc. and Ron Coite & Associates, where he is involved in health, life, and LTC insurance sales as well as fixed annuity sales and tax preparation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and annuity allocation services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, employing multiple account structures and model-based solutions.

Louis Della Valle is a financial advisor with Dakota Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Inc., C2C Wealth Management, LLC, and LPL Financial. Outside of his advisory work, he serves as treasurer and board member of a condominium association. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm provides customized, primarily long-term portfolio management using a range of investment vehicles combined with ongoing oversight, and it also acts as a manager and general partner to private funds and a sub-adviser to a registered ETF.

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.

Sean Holly is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 license and with 20 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 11 years and has been with Belpointe and its related entities since 2017. Outside of his advisory role, he is a co-owner of a real estate business. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing customized portfolios and various advisory relationships.

Stephen Dellelo is a financial advisor at Prosperity Capital Advisors with 34 years of industry experience. He holds the ChFC® designation and has worked at NEXT Financial Group, Inc. for 18 years before joining Prosperity Capital Advisors. He is also the owner of Retirement Income Strategies, LLC d.b.a. Dellelo Wealth Management and the President of Shovel Town Tax, LLC, which offers tax preparation services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, corporate clients, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and offers a range of advisory and intermediary services.

Christopher Torres is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He holds Series 63 and Series 65 designations. In addition to his advisory role since 2023, he has been a partner at Taylor & Company PC, a CPA practice, since 2015. He also worked at Purshe Kaplan Sterling Investments in 2016. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and financial planning, using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income, with an emphasis on a long-term investment approach.

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.