Emily Fluke is a CFP® with 10 years of industry experience. She is currently with Sandy Cove Advisors, LLC and previously worked at firms including Hightower Advisors, LLC, Clarfeld, Citizens Securities, Inc., JP Morgan Chase Bank, n.a., J.P. Morgan Securities, and First Republic Securities Company, LLC. Sandy Cove Advisors serves individuals, family offices, trusts, estates, charitable organizations, and business entities, managing approximately $685 million for about 275 clients. The firm provides comprehensive wealth management services including portfolio management, financial planning, and family office support, employing client-specific investment policies and a range of strategies such as direct indexing and the use of third-party sub-advisors.

Raphael Hanna is a financial advisor at SHP Wealth Management, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Burbank Wealth Management, Wells Fargo Advisors, W.B. Mason, Stonehill College, and Saint Joseph Prep. SHP Wealth Management offers 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 and uses fundamental, cyclical, and modern portfolio theory with a long-term trading orientation to guide asset allocation and monitoring.

Aidan Arone is a CFP® professional with two years of industry experience, currently serving as an advisor at SHP Wealth Management, LLC. His prior work experience includes roles at The Bulfinch Group and Guardian Life Insurance Company. He is also a Licensed Insurance Agent at SHP Financial, 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 for each client and employs a long-term trading approach using fundamental, cyclical, and modern portfolio theory.

Michael O'Neil is a financial advisor at International Assets Investment Management, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Patriot Wealth Strategies, Patriot Financial Group, and Raymond James Financial Services. Since 2013, he has been the owner and president of O'Neil Wealth Services, LLC, a private label entity for financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisors. The firm offers customized, long-term portfolio management using a range of investment vehicles and may implement strategies via third-party managers or wrap programs.

Michael Guthrie IV is a financial advisor with SHP Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Michael Raposa, Adam Baur, Citizens Investments, and Russell Investments. 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 for each client and employs fundamental, cyclical, and modern portfolio theory with a long-term trading orientation.

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.

Dale Sarpard is a Series 65-licensed financial advisor with nine years of industry experience, currently serving as Vice President of Wealth Management at Trilogy Capital, Inc. He previously worked at LPL Financial and National Planning Corporation. In addition to his advisory role, he is involved with Trilogy Financial Services as a wealth advisor and insurance agent. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach with in-house and third-party models, integrates real estate considerations into advanced planning, and offers a range of portfolio management and consulting services.

Kevin Dufault is a financial advisor at Stratos Wealth Advisors LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Stratos since 2019, following five years at Bank of America and Merrill. Outside of his role at Stratos, he is a partner at Veritas Boston Wealth Management, an investment advisory and financial planning firm. Stratos Wealth Advisors is a multi-team SEC-registered advisory firm with approximately 71 advisors and $5.57 billion in assets under management. The firm serves individuals, trusts, retirement plans, and institutional clients, offering customized portfolio management, financial planning, third-party manager programs, OCIO solutions, and insurance consulting.

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.

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.

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.

Robert Dolan is a financial advisor with Trilogy Capital, Inc. in Hingham, MA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has worked with LPL Financial Corporation and Flagship Wealth Management during his career. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm utilizes a risk-based, diversified asset allocation approach with both in-house models and third-party sub-advisors, incorporating fundamental and technical analysis alongside non-traditional investment instruments when appropriate.

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.

Seth Buckley is a CFP® with 35 years of industry experience, currently serving at ValMark Advisers, Inc. since 2013. His prior roles include positions at ValMark Securities, Inc., Pinnacle Financial Group, and M HOLDINGS SECURITIES, Inc. He is also President and Owner of Buckley Financial, an insurance sales business. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Michael O'Callaghan is a CFP® with 33 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He has worked at LaSalle St. Securities since 2016 and has been president of Harvest Financial Group LLC since 2006, providing financial advisory and planning services. His prior experience includes a role at Cantella & Co., Inc. from 2003 to 2006. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary portfolio management, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, with a notable emphasis on non-discretionary asset management.

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.

Richard Wilson Jr. is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Aegis Capital Corp and Du Pasquier & Co., Inc. Wilson has been with his current firm since 2021. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services through an open-architecture model that includes internally managed strategies, co- and sub-advisory relationships, and both discretionary and non-discretionary mandates.