Karen Sullivan is a Series 65 licensed financial advisor at Fortis Capital Advisors, LLC with three years of industry experience. She has worked at Fortis Capital Advisors and its affiliated entities since 2022. Prior to her advisory career, she was employed in public school education for seven years. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management, financial planning, and consulting services, employing a variety of investment approaches including passive, active, tactical, and ESG-aware strategies.

Sara Kappos is a financial advisor at The AmeriFlex Group with 13 years of industry experience. She holds the CFP® designation and Series 65 and 63 licenses. Prior to joining AmeriFlex, she worked for Commonwealth Financial Network and has been involved with Blue Hills Wealth Management since 2013. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing various model asset allocations and discretionary manager relationships to tailor advice to client needs.

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 at Santander Securities LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Santander since 2016. Prior to that, he worked at Merrill for one year. 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 offers 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 at Soltis Investment Advisors, LLC with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Principal Street Partners and Greenwich Investment Management. Bernard also periodically consults fintech companies on user experience, data integrations, and potential enhancements. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to individuals, institutions, trusts, and retirement plans. The firm employs a disciplined investment process combining Modern Portfolio Theory with quantitative and qualitative manager analysis and manages approximately $13 billion in client assets.

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 with SHP Wealth Management, LLC in Plymouth, MA, holding a Series 65 license and four years of industry experience. Prior to joining SHP Wealth Management, he worked at Adviser Investments and Waddell & Reed Financial Advisors. He is also an insurance agent at SHP Financial, LLC, where he sells and services life insurance and fixed annuities. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension plans, charities, and corporations. The firm customizes investment policies, manages discretionary trading, and incorporates fundamental, cyclical, and modern portfolio theory with a long-term investment approach.

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.

Aaron Foley is a financial advisor at Santander Securities LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2019, as well as at Citizens Securities, Inc. from 2015 to 2019. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products.

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.

Paul Kittredge is a financial advisor at SHP Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has been with SHP Financial and its affiliated firms since 2021. Outside of advisory services, he is also involved in insurance sales focusing on annuities and life insurance. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals—including high-net-worth clients—pension and profit-sharing plans, charities, and corporations. The firm customizes Investment Policy Statements, takes discretionary trading authority, and applies fundamental, cyclical, and modern portfolio theory with a long-term trading approach.

Christopher Donovan is a financial advisor at Diversify Advisory Services, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Eagle Strategies (NY Life) and Harding Financial & Insurance. He also works as an independent contractor brokering non-registered insurance products with outside carriers. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a range of portfolio management and consulting services tailored to client goals and risk tolerance.