Randy Ball is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Santander Securities and Santander Bank since 2015. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and oversight through its clearing custodian.

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.

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.

James Rafeld is a financial advisor at Alera Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Financial Engines Advisors L.L.C. for 11 years. Rafeld serves as an officer and director of American Legion Post 7 in Easton, Massachusetts. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a mix of internal management, affiliate platforms, and independent managers with a focus on mutual funds, ETFs, equities, and fixed income, serving both retail investors and plan sponsors.

Jeanne Hagar is a financial advisor at OneSeven with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Boston Harbor Wealth Advisors. In addition to her advisory role, she serves as an agent placing term life, long-term care, and disability insurance products. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach, utilizing diversified portfolios that include mutual funds, ETFs, stocks, bonds, and access to alternatives and private placements.

Christopher Donovan is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has worked with firms including NYLIFE Securities LLC and Eagle Strategies (NY Life). Outside of his advisory role, he acts as an independent contractor brokering non-registered insurance products with outside carriers. Diversify Advisory Services is an SEC-registered advisor serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and fiduciary services, employing a tactical diversification approach with customized asset allocation tailored to client goals and risk tolerance.

Michael Damon is an investment adviser representative with RFG Advisory, LLC and holds Series 63 and Series 66 credentials. He has 30 years of industry experience, including roles at Lincoln Investment and his own CPA firm, Damon Diodati, Inc., where he provides accounting and tax services. Damon also serves as treasurer and board member of the River Point Homeowners Association in Pembroke, Massachusetts. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to proprietary and third-party investment strategies, typically managing assets on a discretionary basis with a mix of active and passive models and tax-aware approaches.

Ronald De Feo is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 65 licenses and with 36 years of industry experience. He has worked at Santander Securities since 2012 and has been affiliated with Santander Bank, NA since 2004. 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 and financial planning services through a managed-account platform, with a notable affiliation to Santander Bank, N.A.

Edward Finocchiaro is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Innovation Partners LLC, Applied Capital, LLC, Multi-Funds, LLC, and Samuels Chase & Co., Inc. He is also a partner with Alpha Partners. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting, with an emphasis on non-high-net-worth individuals. The firm offers customized portfolio construction and monitoring, often using discretionary authority, and provides access to third-party investment advisors through referral arrangements.

Jeffrey Van Siclen is a CFP® with 13 years of industry experience currently serving at Fortis Capital Advisors, LLC. He has previously worked at Purshe Kaplan Sterling Investments and McAdam, LLC. Outside of advisory roles, he is involved as a partner and co-owner of LRVS Advisory Group, LLC, and provides insurance advice as a licensed agent. Fortis Capital Advisors offers investment advisory and financial planning services to individuals, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm emphasizes customized portfolio construction and ongoing monitoring through discretionary management, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Matthew Angel is a CFP® with 15 years of industry experience currently affiliated with Diversify Advisory Services, LLC and DFPG Investments, LLC. His prior experience includes roles at Eagle Strategies (NY Life) and New York Life Insurance Company. In addition to his advisory work, he is an insurance broker appointed with outside carriers to broker non-registered insurance products. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach utilizing a combination of internal models and third-party solutions across multiple platforms and offers a wide range of investment strategies and consulting services.

Brian Durkin is a financial advisor at Arax Advisory Partners with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Bull Harbor Capital and Lake Street Advisors Group. Durkin is based in Marshfield, Massachusetts. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds, utilizing a combination of internal management and third-party models.

Michael Dias is a financial advisor at Fortis Capital Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and McAdam, LLC. Outside of his advisory work, Dias volunteers as an assistant soccer coach at Weymouth High School. Fortis Capital Advisors serves individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients by providing investment advisory and financial planning services. The firm emphasizes customized portfolio construction and ongoing monitoring, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Timothy Duggan is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill Lynch and has experience in financial planning and investment advisory roles. Outside of his primary role, he is involved with Veritas Boston Wealth Management as a private wealth advisor. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, nonprofits, corporations, and institutions, offering financial planning and portfolio management through customized and model portfolios. The firm provides access to multiple platforms, third-party managers, and alternative investments, supported by integrated services through its affiliation with SEI.

Kristen Noonan is a financial advisor at Capital Analysts with two years of industry experience. She holds a Series 66 designation and previously worked at Citizens Bank and Citizens Securities, Inc. Outside of her advisory role, she serves as a sales assistant for Triple V, Inc., doing business as Marshall Wealth Management. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and offers various advisory and investment options tailored to client needs.

Christopher Eklund is an investment adviser representative with RFG Advisory, LLC and holds a Series 66 designation. He has 14 years of industry experience and is the owner and founder of Powder Point Wealth Management, where he has worked since 2016. Prior to joining RFG Advisory, he spent a decade at Lincoln Investment. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a blend of actively managed and passive strategies, direct indexing, and tax-aware approaches, with a range of investment solutions including proprietary models, alternative investments, and annuity management.

Sean Cragan is a financial advisor at F L Putnam Investment Management Co. with 17 years of industry experience. He holds the CFP® designation and a Series 65 license. Prior to joining F L Putnam in 2023, he worked at SVB Wealth LLC and Boston Private Wealth LLC. F L Putnam serves individual and institutional clients, offering a range of investment management and consulting services. The firm employs customized portfolios that combine internally managed and third-party strategies across multiple asset classes within a strategic asset allocation framework.

Dominic Glasson is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has three years of industry experience, including roles at Rise North Capital and Foundations Investment Advisors. Outside of his advisory work, he is also a licensed life insurance agent focusing on premium financing strategies. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing approach.

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.