Robert Allen is a financial advisor at Gibbs Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Harper Wealth Management, Harper Financial Associates, and Star Technology. Outside of advisory roles, he is the sole manager of Harper Financial Associates, a life insurance and annuity sales business. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through advisor-directed model portfolios sourced from third-party platforms and strategists, focusing on matching portfolios to clients’ financial situations, goals, and risk tolerance.

Abdelmagid Alawad is a financial advisor at Santander Securities LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at OneAmerica Securities and American United Life. Outside of his advisory role, he also works as an Uber driver in a non-investment capacity. 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 managed-account services through a platform with third-party investment managers and emphasizes centralized client service and access to securities-based lending.

Dennis Palmerini is a CFP® professional with 17 years of industry experience, currently serving at Blackridge Asset Management, LLC since 2019. His prior roles include positions at PEAK Brokerage Services, LLC, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and MML Investor Services. In addition to his advisory work, he is involved in property and casualty insurance sales and services. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm employs a client-driven investment process with a range of portfolio management options and conducts thorough due diligence on sub-managers, offering its clients custodial statements and periodic performance reviews.

Nicole Rukstalis is a financial advisor with Integrated Advisors Network LLC, holding a Series 65 license and three years of industry experience. She also serves as Department Chair and Professor of Finance at Northeastern University's D'Amore-McKim School of Business, a position she has held since 2004. Integrated Advisors Network is an SEC-registered multi-team investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a range of investment approaches and routinely utilizes third-party sub-adviser platforms while maintaining ongoing portfolio oversight.

Michael Galvin is a CFP® professional with 11 years of industry experience. He has been with Congress Wealth Management, LLC since 2011. Michael is based in Boston, MA. CW Advisors, LLC serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, and business entities. The firm uses a core-and-satellite investment approach that incorporates active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee and a dedicated business unit offering sub-advisory and operational outsourcing services.

James Waggett is a CFP® and CFA® with 12 years of industry experience. He is currently with F.L. Putnam Investment Management Co., where he has worked since 2022. His prior experience includes roles at Equitable Advisors, Thrivent Financial, and TD Private Client Wealth LLC. F.L. Putnam serves a diverse client base including individuals, institutions, foundations, and nonprofit organizations, offering customized investment management, financial planning, and consulting services. The firm combines internally managed strategies with third-party managers across multiple asset classes and employs a strategic asset allocation framework with tactical flexibility.

Aaron Swenson is a Series 65-licensed financial advisor at McAdam LLC in Boston, MA, with eight years of industry experience. He has been with McAdam since 2018 and previously held roles at Middlesex School and Connecticut College. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, employing a discretionary investment approach that includes mutual funds, ETFs, individual securities, independent managers, and specialized exposures such as direct indexing and private investment funds.

Franz Loeber is a financial advisor with Vanderbilt Advisory Services in Weston, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Ark Global, LLC since 2015. Loeber is also associated with True Gritt LTD dba Vanderbilt Financial Group, a marketing and compensation business unrelated to investment management. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing a strategic asset allocation process combined with fundamental, technical, and charting analysis.

Adam Bateman is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial and Flagship Harbor Advisors since 2013. His other business activities include providing non-variable insurance products such as term, life, disability, long-term care, and fixed annuities. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a diversified investment approach that includes mutual funds, ETFs, individual securities, and various managed accounts.

Jennifer Adams is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at CW Advisors, LLC since 2024. She previously worked at Purshe Kaplan Sterling Investments for 12 years and Aspire Wealth Management Corporation for 10 years. In addition to advisory work, she is a licensed insurance agent, dedicating approximately 10% of her time to insurance sales and implementation of insurance recommendations. CW Advisors serves a diverse client base including individuals, high-net-worth families, charitable organizations, and business entities, offering wealth management, financial planning, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach that incorporates active, passive, quantitative, and ESG strategies through both third-party and internal managers, supported by an Investment Oversight Committee.

Kimberly Harding is a CFP® with 22 years of industry experience, currently serving at Diversify Advisory Services, LLC and DFPG Investments, LLC since 2025. She previously worked at Eagle Strategies (NY Life), Nylife Securities LLC, and New York Life Insurance Company from 2003 to 2025. Harding also provides fixed insurance brokerage services through Harding Financial & Insurance, a business she has been involved with since 2007. Diversify Advisory Services, LLC offers 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 emphasizes tactical diversification, employing a range of investment strategies and platforms to manage portfolios and provide comprehensive financial planning.

Caitlin Polson is a CFP® and Series 65-registered advisor with 14 years of industry experience. She has been with New England Private Wealth Advisors, LLC since 2008. New England Private Wealth Advisors provides fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm constructs diversified portfolios primarily using ETFs and mutual funds, and also offers access to third-party managers and alternative investments for qualified clients.

Deepak Lachman Punjwani is affiliated with A.G.P. / Alliance Global Partners and holds a Series 66 designation. He has no prior industry experience as a financial advisor. Outside of his advisory role, he is the director and owner of Madhula Comércio de Artigos Eletroeletrônicos Ltd, a retail store dealing in luggage and consumer electronics in Amazonas, Brazil. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and charitable and retirement-plan sponsors. The firm offers a range of services including portfolio management, financial planning, retirement-plan consulting, and capital markets and investment banking, with a focus on international investing and active brokerage and product-distribution activities.

Erik Hacker is a ChFC® credentialed advisor with 29 years of industry experience, currently affiliated with Capital Analysts in Braintree, MA. He has worked at Capital Analysts since 1998 and Lincoln Investment since 2012, with prior experience at John Hancock Mutual Life Insurance Co. His other business activities include providing insurance sales and consultation. Capital Analysts serves individual and institutional clients through discretionary and non-discretionary portfolio management, offering model and custom portfolios managed by an in-house Investment Management & Research team. The firm collaborates closely with Lincoln Investment and provides a range of advisory services including retirement plan consulting and access to third-party managers.

Nicholas Carbone is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. He holds a Series 63 designation and has worked previously at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Dynatrace, and Trident Fisheries. Outside of his advisory role, he provides business coaching and strategic planning to business owners through Sooner Business Advisors. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Frederick Warburg is a financial advisor at CW Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fernwood Investment Management, Block Mill Capital LLC, and Siharum Advisors, LLC. CW Advisors serves individuals, families, trusts, charitable organizations, pension plans, corporations, and other entities, offering wealth management, financial planning, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and supports other advisers through sub-advisory and operational outsourcing services.

Dominic Glasson is a Series 65 licensed financial advisor with three years of industry experience, currently with Foundations Investment Advisors LLC. Prior to this, he held roles at Rise North Capital and RNC RIA LLC. Outside of advising, he is active as a life insurance agent specializing in premium financing strategies. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm serves individuals, trusts, estates, and registered investment companies through a network of around 300 advisers and offers portfolio management, financial planning, retirement plan support, and sub-advisory services.

Michael Whitney is a CFA® charterholder with 18 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2025. Prior to that, he spent 12 years at NBW Capital, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving a broad client base with both discretionary and non-discretionary management.

Robert Thorne is a financial advisor with Flagship Harbor Advisors, LLC in Hyannis, MA, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Flagship Harbor Advisors and affiliated with LPL Financial since 2010. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a diverse investment approach including mutual funds, ETFs, individual securities, and independent managers, offering services through a team of about 60 advisors.

Robert Cully is a financial advisor at B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 66 licenses and has 40 years of industry experience. His prior work includes ten years at Winslow, Evans & Crocker, Inc., followed by roles at National Securities Corporation and B. Riley Wealth Management. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets across about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through a wide range of advisory programs, financial planning, and retirement solutions.