Zachary Perkins is a CFA® charterholder with seven years of industry experience. He currently works at SHP Wealth Management, LLC and SHP Financial, having previously held roles at Eaton Vance Distributors, Inc. and Morgan Stanley. SHP Wealth Management, LLC is a multi-advisor registered investment adviser managing approximately $1.9 billion for individual and institutional clients. The firm provides portfolio management, financial planning, pension consulting, and subadvisory services, employing a combination of fundamental, cyclical, and modern portfolio theory analyses in its investment approach.

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 three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Mayflower Financial Advisors, and Private Client Services. Outside of his advisory role, he has also been involved in media and sports broadcasting activities. SHP Wealth Management, LLC is a multi-advisor firm managing approximately $1.9 billion for individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm offers portfolio management, financial planning, and pension consulting, employing a disciplined investment approach that incorporates fundamental and modern portfolio theory analyses.

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 financial advisor at SHP Wealth Management, LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for 13 years. Outside of her advisory role, she has worked as a retail sales associate at Lululemon. SHP Wealth Management provides portfolio management, financial planning, pension consulting, educational seminars, and subadvisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes fundamental and cyclical analysis alongside modern portfolio theory, tailoring investment strategies to client risk profiles and time horizons.

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 multiple firms including NYLife Securities LLC, New York Life Insurance Company, and Cornerstone Financial Group, LLC. Prior to his financial career, he spent four years at Texas Christian University. SHP Wealth Management, LLC is a multi-advisor registered investment adviser managing approximately $1.9 billion for individual and institutional clients. The firm provides portfolio management, financial planning, pension consulting, and subadvisory services, employing a long-term investment approach based on fundamental, cyclical, and modern portfolio theory analyses.

Cheryl Bush is a Series 65-licensed financial advisor with Prosperity Capital Advisors and has two years of industry experience. She has previously worked at Retirement Income Strategies, LLC dba Dellelo Wealth Management and NEXT Financial. In addition to her advisory role, Ms. Bush is a licensed insurance agent and also assists with tax preparation services through Shovel Town Tax. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies with access to mutual funds, ETFs, SMAs, and alternative solutions.

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.

Derek Gregoire is a financial advisor at SHP Wealth Management, LLC with 12 years of industry experience. He holds a Series 65 credential and has worked in various roles including at Nationwide Investment Solutions, LLC and PaxCam Marketing, where he served as director of marketing services. Outside of advising, he is involved in insurance sales and maintains ownership interests in several businesses, including Four Hands, LLC and Gregoire & Associates, LLC. SHP Wealth Management, LLC is a multi-advisor registered investment adviser managing approximately $1.9 billion in assets for individual and institutional clients. The firm provides portfolio management, financial planning, pension consulting, and other services, employing a long-term investment approach with regular account monitoring and diversified investment options.

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 credential and has worked previously at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory role, he coaches a 14u baseball team for Rams Baseball Club. SHP Wealth Management, LLC is a multi-advisor firm managing approximately $1.9 billion for individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm offers portfolio management, financial planning, and pension consulting, employing long-term trading strategies informed by fundamental, cyclical, and modern portfolio theory analyses.

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 worked at SHP Wealth Management since 2021, with prior experience at Commonwealth Financial Network, COSTAR Group, and Middlesex Savings Bank. Outside of his advisory role, he receives a commission on new business he brings to the firm. SHP Wealth Management is a multi-advisor registered investment adviser managing approximately $1.9 billion for individual and institutional clients. The firm provides portfolio management, financial planning, pension consulting, and educational seminars, employing a long-term investment approach that incorporates fundamental, cyclical, and modern portfolio theory analyses.

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 designations. In addition to his advisory role, Nelson provides insurance services through SHP Financial. SHP Wealth Management is a multi-advisor registered investment adviser managing approximately $1.9 billion for individual and institutional clients. The firm offers portfolio management, financial planning, pension consulting, and subadvisory services, employing a long-term investment approach based on fundamental, cyclical, and modern portfolio theory analyses.

Rafael Reyes is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, holding a Series 65 credential with three years of industry experience. His prior experience includes roles at Adviser Investments and Waddell & Reed Financial Advisors. In addition to his advisory work, he is licensed as an insurance agent, selling and servicing life insurance and fixed annuities at SHP Financial. SHP Wealth Management, LLC is a multi-advisor registered investment adviser managing approximately $1.9 billion for individual and institutional clients. The firm provides portfolio management, financial planning, pension consulting, and subadvisory services, employing long-term trading and a variety of investment strategies including fundamental and cyclical analyses.

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 with six years of industry experience. He holds a Series 65 designation and has worked at SHP Wealth Management and SHP Financial since 2019, with previous roles at Pinnacle Private Wealth, MassPay, and F&B Produce. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and subadvisory services to a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm employs a disciplined investment process combining fundamental and cyclical analysis with modern portfolio theory, and it tailors model portfolios for third-party advisers.