Zachary Perkins is a CFA® charterholder with seven years of industry experience. He is currently with SHP Wealth Management, LLC and SHP Financial, and has held prior roles at Eaton Vance Distributors, Inc. and Morgan Stanley. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, and corporations. The firm also serves other investment advisers as a sub-adviser and licenses model portfolios and research, using a customized Investment Policy Statement and a long-term, theory-driven approach to asset allocation and monitoring.

Kevin Dufault is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 license and bringing 12 years of industry experience. Prior to joining Stratos in 2019, he worked at Bank of America and Merrill from 2014 to 2019. He is also a partner at Veritas Boston Wealth Management, an investment advisory and financial planning firm. Stratos Wealth Advisors serves individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients by providing financial planning and portfolio management through various advisor-managed programs and third-party platforms. The firm offers integrated access to SEI-affiliated services, combining customized portfolio construction with a broad range of investment and custody options.

Colin Cronin is a financial advisor at SHP Wealth Management, LLC with Series 63 and Series 66 credentials and three years of industry experience. He has worked at several firms, including Private Client Services, LLC, Mayflower Financial Advisors, LLC, and Fidelity Investments. Colin is dually registered with Mayflower Financial Advisors and Private Client Services, serving as an investment advisor representative and registered representative. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and educational workshops to individuals, pension plans, charities, and corporations. The firm customizes investment policy statements for clients and employs fundamental, cyclical, and modern portfolio theory with a long-term trading approach.

Karen Sullivan is a Series 65 licensed financial advisor with Belpointe Asset Management LLC, based in Hingham, MA. She has three years of industry experience, including roles at Fortis Capital Advisors, LLC and McAdam LLC. Outside of advising, she has worked as an independent insurance agent focusing on fixed insurance sales. Belpointe Asset Management serves a diverse client base, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies ranging from passive to active and tactical approaches, combining internal and third-party management to meet client objectives.

Sara Kappos is a CFP® professional with 12 years of industry experience, currently serving as an investment advisor representative at The AmeriFlex Group. She has held previous roles at Commonwealth Financial Network and operates Blue Hills Wealth Management, where she is Vice President of Insurance, Benefits, and Human Resources. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting with various wrap and non-wrap solutions, utilizing multiple custodians and regular account reviews.

Natalia Manning is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at SHP Wealth Management, LLC since 2022 and previously spent 13 years with Morgan Stanley Smith Barney LLC. Outside of advising, she has worked as a retail sales associate for Lululemon. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension plans, charities, corporations, and other investment advisers. The firm customizes Investment Policy Statements for each client and employs a long-term trading approach guided by fundamental, cyclical, and modern portfolio theory.

Jeffrey Silvieus is a financial advisor with Santander Securities LLC in Abington, MA, holding Series 65 and Series 63 registrations and bringing 11 years of industry experience. He has been with Santander Securities and Santander Bank since 2016. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Bernard Braudis is a financial advisor with Soltis Investment Advisors, LLC, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. His previous roles include positions at Financial Technology, Principal Street Partners, HJ Sims, and Greenwich Investment Management. He also consults periodically with fintech companies on user experience, data integrations, and potential enhancements. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base, including high-net-worth individuals, institutions, trusts, and retirement plans. The firm employs a combination of Modern Portfolio Theory, quantitative screening, and qualitative manager due diligence, offering a range of investment options and regular client communications.

Bradley Parillo is a financial advisor at SHP Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at SHP Financial, LLC, NYLife Securities LLC, and New York Life Insurance Company. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, and corporations. The firm also acts as a sub-adviser and licenses model portfolios and research to unaffiliated RIAs, using a customized investment policy statement and a long-term trading orientation based on fundamental, cyclical, and modern portfolio theory.

Oscar Bunting is a financial advisor at Coastal Bridge Advisors with a Series 65 designation and one year of industry experience. Prior to joining Coastal Bridge Advisors, he worked at One Charles Private Wealth and has a background in education, including roles at the University of Massachusetts Amherst, Phillips Academy, Andover High School, and a middle school. Coastal Bridge Advisors serves individuals, family offices, trusts, estates, foundations, and qualified retirement plans with financial planning, consulting, and wealth management services. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and offers specialized advisory services including retirement plan consulting, HSA investment management, and assistance with various lending options through third-party institutions.

Derek Gregoire is a Series 65-licensed financial advisor with SHP Wealth Management, LLC, where he has worked for 11 years and brings a total of 12 years of industry experience. His prior roles include positions at Nationwide Investment Solutions, LLC, and leadership in marketing through PaxCam Marketing. Outside of financial advising, he is involved with Four Hands, LLC and has entrepreneurial experience in insurance sales and marketing services. SHP Wealth Management provides portfolio management, financial planning, and pension consulting to individuals, pensions, charities, and corporations. The firm customizes investment policy statements and applies fundamental, cyclical, and modern portfolio theory with a long-term trading approach.

Kevin Morrissey is a financial advisor at NorthCoast Asset Management LLC with 16 years of industry experience. He has held roles at Kovitz Investment Group Partners, Connectus Wealth, Lido Advisors, and Grimes & Company. Morrissey holds Series 63 and Series 66 licenses. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, institutional clients, and intermediaries. The firm uses a quantitatively based, systematic investment approach, offering a range of strategies including equity, fixed income, options-defined outcome overlays, and alternative interval funds.

Jonathan Morrison is a financial advisor at SHP Wealth Management, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory role, he coaches a 14u baseball team with Rams Baseball Club. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, and corporations. The firm also serves other investment advisers as a sub-adviser and licenses model portfolios and research to unaffiliated RIAs.

Chase Reardon is a financial advisor at SHP Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Commonwealth Financial Network, COSTAR Group, and Middlesex Savings Bank. Outside of his advisory role, he receives a commission for new business he brings to the firm. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, and corporations. The firm customizes investment policy statements for each client and employs fundamental, cyclical, and modern portfolio theory with a long-term trading orientation.

Nicholas Nelson is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, with 11 years of industry experience. He has been with SHP Wealth Management since 2016 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he provides insurance services through SHP Financial. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm uses customized Investment Policy Statements and employs fundamental, cyclical, and modern portfolio theory with a long-term trading orientation.

Rafael Reyes is a financial advisor at SHP Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Adviser Investments and Waddell & Reed Financial Advisors. Outside of advisory work, he is also licensed as an insurance agent, selling and servicing life insurance and fixed annuities. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, and corporations. The firm uses a customized Investment Policy Statement and applies fundamental, cyclical, and modern portfolio theory with a long-term trading orientation.

Buckey Wilson is a financial advisor at Santander Securities LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Santander Securities and Santander Bank since 2017. Prior to his financial services career, he worked for nearly two decades in the CUSD 187 school district. 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 delivers investment advice through a managed-account platform featuring third-party managers and centralized implementation.

Jarad Minsky is a CFP®-certified financial advisor with 20 years of industry experience, currently with Diversify Advisory Services, LLC. He has held roles at Commonwealth Financial Network and has been the owner of Minsky Financial Group, LLC. Outside of advisory work, he manages Minsky Financial Group, a private entity facilitating advisory and insurance business. Diversify Advisory Services serves a broad client base including individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification investment approach with individualized asset allocation and offers a variety of portfolio management options and fee structures to suit different client needs.

Anthony Finocchiaro is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, holding a Series 65 credential with six years of industry experience. His prior roles include positions at Pinnacle Private Wealth, LLC, MassPay, and F&B Produce. SHP Wealth Management serves individuals, pension and profit-sharing plans, charities, and corporations by providing portfolio management, financial planning, and pension consulting. The firm also supports other investment advisers through sub-advisory services and licensing model portfolios, employing a customized Investment Policy Statement and a combination of fundamental, cyclical, and modern portfolio theory in its investment approach.

Jennifer Goddard is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Minsky Financial Group, Doyle & Minsky Financial, and Eagle Strategies. She has also maintained long-term involvement with Hunter Pace Consignment and Levaland Farm LLC outside the financial sector. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm uses a tactical diversification approach with individualized asset allocation and offers various portfolio management and consulting services tailored to client goals.