Dylan Burling is a CFP® and holds a Series 66 license with two years of industry experience. He is currently affiliated with Northeast Planning Associates, Inc. and LPL Financial. Prior to his financial advisory roles, he worked at Virginia Tech and was involved with La Cabra Brewing and Martin's Dam Club. 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.

Barry Dick is a financial advisor with The Fiduciary Alliance, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining The Fiduciary Alliance in 2021, he worked for First Financial Advisors, LLC for 14 years. Outside of advisory services, he is co-owner of Dick Insurance Agency and owner of Merrimack Financial, both involved in life and property and casualty insurance sales. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm operates through multiple divisions and a network of investment advisor representatives, utilizing client-specific investment policy statements and a combination of fundamental, technical, cyclical, and charting analyses.

Wendell Stewart is a financial advisor with Compass Financial Management LLC, holding a Series 63 designation and bringing 34 years of industry experience. He has worked at Executive Financial Services, Inc. since 1988. Stewart also engages in limited insurance sales as a sole proprietor, conducting these activities alongside his financial planning services. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm employs a multi-disciplinary investment approach combining fundamental, technical, charting, and cyclical analysis, managing approximately $519 million in discretionary assets across a team of 27 advisors.

Thomas Labrie is a financial advisor with Westminster Financial Advisory Corp in Andover, MA, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He previously worked at Lincoln Financial Advisors for six years before joining Westminster Financial Securities in 2018. Labrie is also licensed as an insurance agent offering accident/health, disability, long-term care, life settlements, and traditional life insurance products. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes diversified, multi-asset class portfolio management with a buy-and-hold strategy complemented by tactical adjustments and employs a range of investment instruments including mutual funds, ETFs, and options.

James Healy is a financial advisor at Gateway Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Main Street Financial Advisory LLC, Keurig Dr. Pepper, and Dunkin' Brands, Inc. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers, and manages approximately $1.25 billion in assets.

Mark Gatti is a CFP®-certified financial advisor with over 43 years of industry experience. He is currently with Novem Group and has previously worked at firms including Osaic Wealth, Inc., American Portfolios Advisors, Inc., and H.D. Vest Investment Securities, Inc. In addition to his advisory role, he owns and operates Topsfield Financial Group, a tax preparation business. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis and offers a range of portfolio management arrangements tailored to client goals and risk tolerance.

Paul Elkind is a CFA® charterholder with 23 years of industry experience. He has worked at O.N. Investment Management Company and its affiliated entities since 2014 and has been associated with Ohio National Financial Services since 2013. In addition to his advisory role, he is engaged in insurance sales, including life, health, disability, and long-term care insurance, as well as fixed and equity-indexed annuities. O.N. Investment Management Company is a SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, charitable organizations, and businesses. The firm utilizes a dual-registration model and offers both discretionary and non-discretionary investment programs.

Zachary Golub is a financial advisor at Northeast Planning Associates, Inc. with six years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Northeast Planning Associates, he worked at Citigroup for seven years and has experience with LPL Financial LLC. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm provides 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.

Jeffrey Street is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with StoneX Advisors Inc., where he has worked since 2015, and also operates Street Financial Services, a financial planning and investment firm he founded in 1991. In addition to his advisory roles, he serves as a trustee for Brookmeadow Office Park, overseeing maintenance and policy decisions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies, including proprietary models and third-party managers, supported by technology platforms for portfolio implementation and tax-aware services.

Larry Vandeventer is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at La Salle St. Securities, Inc. since 1997 and has operated his own advisory business, Vandeventer & Company, since 1990. He is involved with The Salem Exchange Club, a nonprofit focused on child abuse prevention, Americanism, and community service. Lasalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.

Matthew Keefe is a financial advisor at The Fiduciary Alliance with two years of industry experience. He holds a Series 65 designation and has worked in investment and insurance-related roles, including as an account executive at Dick Insurance Agency. He previously had a role at Play Ball LLC. The Fiduciary Alliance serves individuals, high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm uses a variety of analytical approaches and may employ third-party managers, while also offering ERISA 3(21) nondiscretionary services to plan sponsors.

Brian Dick is a financial advisor at The Fiduciary Alliance with 17 years of industry experience. He holds a Series 65 designation and has previously worked with First Financial Advisors, LLC, and operates Dick Advisory Group LLC. In addition to his advisory role, he is a licensed insurance agent with Dick Insurance Agency. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach using various analytical methods and offers access to third-party managers through a network of investment advisor representatives operating under multiple divisions.

Paul Accardi is a financial advisor with Northeast Planning Associates, Inc. He holds a Series 66 credential and has 24 years of industry experience. His career includes roles at LPL Financial and Carr, Staples & Accardi. Accardi serves as a board member of Haverhill Bank. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements with access to investment management and manages approximately $327.7 million in client assets.

Kevin Dick is a financial advisor at The Fiduciary Alliance with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at JMP Securities LLC, Citizens Capital Markets, Inc., Citizens Bank, N.A., John Hancock Investments, and Stonehill College. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, retirement plans, and other investment advisers. The firm employs a combination of fundamental, technical, cyclical, and charting analysis and offers discretionary portfolio management alongside estate-planning and business-planning support.

Melissa Remillard is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Santander Securities since 2012 and concurrently with Santander Bank, NA since 1995. Outside of her advisory role, she is involved in a non-investment business entity created to potentially start a gym. Santander Securities LLC provides investment advisory and related services to a diverse client base including individual investors, corporations, charitable organizations, and retirement plans. The firm offers a range of advisory programs and financial planning services, delivering investment advice primarily through a managed-account platform with discretionary management and ongoing compliance oversight.

Justin Champlain is a CFP® professional with seven years of industry experience. He is currently with AlphaStar Capital Management and owns Champlain Financial Planning, where he also conducts insurance business as an independent agent, dedicating about 10% of his professional time to this activity. His prior experience includes roles at Arcadia Wealth Management, Arcadia Financial Group, and Brown Brothers Harriman. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs strategic and tactical investment approaches through model portfolios and advisor-directed models and supports ERISA-related plan services, operating with approximately 135 advisors and $2.5 billion in assets under management.

John Halloran is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with Santander Securities since 2015 and is also associated with Santander Bank, NA. 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 a range of advisory programs and financial services, utilizing a managed-account platform with third-party investment managers and emphasizes ongoing suitability reviews and compliance oversight.

Naim Cukovic is a financial advisor at Santander Securities LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Private Client Wealth LLC, TD Bank N.A., and TD Waterhouse Investor Services Inc. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning. The firm supports individual investors, ERISA and IRA accounts, and institutional entities, delivering investment management primarily via the FMAX wrap-fee platform with third-party discretionary managers.

Charles Roberts is a Certified Financial Planner® with 24 years of industry experience. He is affiliated with Founders Financial Securities LLC and Dreambridge Financial, where he also works as an insurance agent involved in the sale of fixed financial products. He has been with Founders Financial Securities since 2013 and Dreambridge Financial since 2015. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms, including managed portfolios and co-advised private wealth solutions, and supports advisory representatives with due diligence and oversight while allowing a range of management styles and niche services such as 1031 exchange consulting.