Patrick Randall is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at New England Investment & Retirement Group and City Point Wealth Management. Randall is also a licensed insurance agent and occasionally offers related products to clients. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm employs a customized Investment Policy Statement for each client and uses fundamental, cyclical, and modern portfolio theory with a long-term orientation to guide asset allocation and monitoring.

Michael Powers is a financial advisor with The AmeriFlex Group and holds a Series 66 designation. He has three years of industry experience and has previously worked at firms including Commonwealth Financial Network, Equitable Advisors, and New York Life Insurance Company. Outside of finance, he has experience working with local businesses such as Dino's and Cal's Brick Oven Pizzeria Company. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Timothy Duggan is a Series 66 licensed advisor at Stratos Wealth Advisors LLC with nine years of industry experience. Prior to joining Stratos in 2019, he worked at Bank of America and Merrill Lynch. He is also involved with Veritas Boston Wealth Management, a registered investment advisor focused on investment advisory and financial planning. Stratos Wealth Advisors is a multi-team registered advisory firm serving individuals, trusts, retirement plans, and institutional accounts. The firm offers customized portfolio management, financial planning, third-party manager programs, and insurance consulting through a network of mostly independent advisory representatives.

Robert Allen is a Series 65-licensed advisor with Gibbs Wealth Management, LLC in Rockland, MA, and has four years of industry experience. He also manages Harper Financial Associates, where he is involved in life insurance and annuity sales. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists to implement model portfolios.

David Hathaway is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, with 14 years of industry experience. He holds the Series 66 designation and has worked at several firms including Santander Investment Services and Platinum Wealth Partners. Outside of his advisory role, he provides insurance services through SHP Financial. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and educational workshops to individuals, pension plans, charities, and corporations. The firm also acts as a sub-adviser and licenses model portfolios to other investment advisers, employing a disciplined investment approach based on fundamental, cyclical, and modern portfolio theory.

Christopher Eklund is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and 15 years of industry experience. He is the owner and founder of Powder Point Wealth Management and has worked at firms including Lincoln Investment and Mariner. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts using a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches.

Sean Cragan is a CFP® and holds a Series 65 license with 17 years of industry experience. He currently works at F L Putnam Investment Management Co., having joined the firm in 2023. Prior to this, he held positions at SVB Wealth LLC, Boston Private Wealth LLC, Banyan Partners, LLC, Silver Bridge, and Columbia Management Advisors, Inc. F.L. Putnam Investment Management Co. serves a diverse client base, including individuals, families, and institutions, providing customized, team-based investment management and financial planning. The firm combines internal and third-party strategies across asset classes, including sustainable investing and optimized indexing, and offers a range of advisory and consulting services.

Sean Oneil is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Fortis Capital Advisors since 2024 and previously spent over a decade at McAdam LLC and Purshe Kaplan Sterling Investments. Sean also provides fixed insurance advice. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies, including discretionary management and ESG options, managing $1.615 billion in discretionary assets as of December 31, 2025.

James Sickorez is a financial advisor with ON Investment Management Company in Rockland, MA, holding Series 63 and Series 65 credentials and having 28 years of industry experience. His prior firms include Signator Investors, Inc. and OSAIC. Outside of advising, he has owned College Planning Solutions since 2003, providing private guidance counseling on high school course selection, college applications, and standardized testing. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a range of third-party investment programs alongside both discretionary and non-discretionary account management.

Joshua Santos is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Fidelity Investments and The Bulfinch Group, as well as experience working at Stonehill College. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension plans, charities, corporations, and other advisers. The firm customizes Investment Policy Statements, uses fundamental, cyclical, and modern portfolio theory with a long-term trading approach, and serves both high-net-worth clients and institutional investors.

Matthew Peck is a CFP® and Series 65 credentialed advisor with 13 years of industry experience. He has worked at SHP Wealth Management, LLC since 2015 and has been involved with several other business ventures, including serving as director of Juvenal Marketing and partner of Four Hands, LLC. 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, uses a long-term trading orientation grounded in fundamental, cyclical, and modern portfolio theory, and acts as a sub-adviser to other RIAs.

Christopher Willis is a CFP® and Series 65-licensed advisor with five years of industry experience. He is currently with SHP Wealth Management, LLC and SHP Financial, LLC. Outside of his financial advisory work, Willis also serves as a restaurant server at La Cucina Ristorante. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops to individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm customizes Investment Policy Statements, manages discretionary trading, and employs fundamental, cyclical, and modern portfolio theory with a long-term approach.

Jennifer Brennan is a financial advisor at Stratos Wealth Advisors LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at UBS Financial Services since 2012, following a three-year tenure at Merrill. Outside of Stratos, she is involved with Veritas Boston Wealth Management as Director of Client Services. Stratos Wealth Advisors is a multi-team SEC-registered firm with 71 advisors managing roughly $5.57 billion for nearly 5,000 clients. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering financial planning, portfolio management, third-party manager programs, OCIO solutions, and insurance consulting through a network of independent advisory representatives.

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.

Andrew Morehouse is a financial advisor at Santander Securities LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Santander Securities and Santander Bank since 2019, as well as at Voya Financial Advisors from 2014 to 2019. 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, financial planning, tax and values overlay services, and securities-based lending, delivering investment advice through a managed-account platform with third-party managers and ongoing compliance oversight.

Daniel Falcone is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 65 credential and five years of industry experience. His prior roles include positions at Veritas Boston Wealth Management, MFS, and Putnam. Outside of his advisory work, he has served as a technology specialist at Veritas Boston Wealth Management. Stratos Wealth Advisors is an SEC-registered, multi-team advisory firm with approximately 71 advisors managing about $5.57 billion in assets for nearly 4,928 clients across 31 offices. The firm serves individuals, trusts, retirement plans, and institutional accounts by providing financial planning, portfolio management, third-party manager programs, OCIO solutions, and insurance consulting.

Tucker Roeder is a financial advisor with Fortis Capital Advisors, LLC and holds a Series 66 credential. He has 13 years of industry experience, including roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and McAdam, LLC. Roeder is a partner and co-owner of Fortis Capital Advisors’ LRVS Advisory Group. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers discretionary portfolio management with customized strategies across passive, active, tactical, blended, and ESG-integrated approaches.

Joshua Kosinski is a financial advisor at SHP Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at SHP Financial and Bryant University. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and educational workshops for a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, charities, and corporations. The firm also supports other investment advisers through sub-advisory services and licensing of model portfolios, employing a long-term investment approach based on fundamental, cyclical, and modern portfolio theory.

Gerald Robillard is a financial advisor with Virtue Capital Management, LLC and holds a Series 63 designation. He has 19 years of industry experience and has previously worked at Cutter Financial Group LLC and Precision Capital Management. Robillard is also president of GJR Financial, Inc., an insurance and advisory business. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across about 90 advisers for more than 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, utilizing a model-driven approach that incorporates economic data and quantitative optimization.

Katherine Baker is a CFP® professional with three years of industry experience. She is currently with SHP Wealth Management, LLC, where she has worked since 2026. Her prior experience includes roles at Pathstone, The Colony Group, LLC, and Eaton Vance Investment Counsel. 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, utilizing a customized Investment Policy Statement and a long-term trading approach based on fundamental, cyclical, and modern portfolio theory.