Alla Cootey is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Santander Securities and its affiliated entities since 2002. 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 various wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and centralized client support.

Timothy Porter is a CFP® with 24 years of industry experience, currently serving at First Heartland Consultants, Inc. since 2009. He has worked at Gemini Services since 2001 and is involved in tax preparation services through his own firm, Porter Tax Preparation Services, LLC. Porter also serves as a member of the Londonderry School Board. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program, employing a range of portfolio management techniques and providing ongoing client reviews.

Cynthia Pellegrino is a financial advisor at Exodus Wealth, LLC with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been affiliated with Prosperity Wealth Management, Inc. and Fortune Financial Services, Inc. since 2017. In addition to her advisory roles, she is involved in insurance services through Cynthia Pellegrino Insurance Services and partners in a tax preparation and consulting business, Symmetry Financial LLC. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans by providing asset management, financial planning, and consulting services. The firm employs a tailored investment approach with discretionary portfolio management and periodic rebalancing, utilizing a variety of securities and analysis methods.

Catherine Bearce is a financial advisor at FourStar Wealth Advisors, LLC with 23 years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials. Prior to joining FourStar, she worked at Nobles & Richards, Inc., Integrated Wealth Concepts LLC, LPL Financial, Osaic FA, Inc., and Ameriprise. In addition to her advisory work, she is involved in managing several personal business entities related to investment and alternative asset structures. FourStar Wealth Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis to tailor portfolios using various investment vehicles such as mutual funds, ETFs, individual securities, options, and independent managers, while also providing ERISA fiduciary retirement-plan consulting and private fund advisory services.

Daniel Labroad is a financial advisor at Gateway Wealth Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and Putnam Investments. Labroad provides investment advisory services through Gateway Wealth Partners, an independent registered investment adviser. Gateway Wealth Partners offers 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, supported by fundamental and technical analysis, and manages approximately $1.25 billion in regulatory assets under management.

Ryan Smith is a financial advisor with Northeast Planning Associates, Inc. in Newburyport, MA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been with Northeast Planning Associates and affiliated with LPL Financial since 2014. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements and access to investment management, managing approximately $327.7 million in client assets.

Stacy Colonna is a CFP® with 10 years of industry experience, currently serving at Sound Income Strategies, LLC. Her prior roles include positions at Citizens Securities Inc and The Prudential Insurance Company of America. She is also involved in client acquisition and marketing activities through Scranton Financial Group and related entities. Sound Income Strategies is a fee-based investment adviser that serves a diverse client base including individuals, corporations, pension clients, and registered advisors. The firm focuses on fixed-income and income-oriented investment strategies, combining fundamental and technical analysis with active portfolio management and third-party manager allocations.

Tammy Symons is a CFP® and Series 66-licensed advisor with 17 years of industry experience. She is currently with Mariner Independent and has previously worked at NewEdge Advisors, Mid Atlantic Financial Management, Crescent Wealth Partners, and NewDay Solutions. Outside of her advisory work, she serves as Treasurer for the North Cove Yacht Club in Derry, NH. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party managers, and retirement plan services through a platform that integrates institutional resources and affiliated investment capabilities.

Kristen Lindahl is a CFP® professional with eight years of industry experience, currently serving as an advisor at Fiduciary Financial Advisors since 2024. Prior to this role, she was not employed in the financial industry. Fiduciary Financial Advisors serves a diverse client base including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines discretionary investment management with services such as outsourced CFO engagements and digital-asset portfolio management, using a blend of fundamental, quantitative, and technical analysis tailored to client needs.

Robert Walczak is a Certified Financial Planner (CFP®) with 18 years of industry experience. He is currently with Arkadios Wealth Advisors and Arkadios Capital, joining both in 2025 after 16 years at Commonwealth Financial Network and 10 years with Granite State Wealth Management. He owns Granite Oak Private Wealth, which offers fixed insurance products. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a range of strategies, including advisor-managed accounts, third-party money managers, and an internal portfolio team, while offering services such as portfolio reporting and financial planning.

James Ellis is a financial advisor at Sound Income Strategies, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Affinity Investment Group, LLC, Trilogy Capital, Trilogy Financial, and Cantella & Company. Ellis is also involved with Retirement Income Source SFG, providing client advisory services and fixed insurance sales. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on income-oriented investment strategies and combines active portfolio management with third-party manager allocations, offering a range of services such as financial planning, ERISA plan services, and ETF sub-advisory.

Zachary Longley is a financial advisor with LPL Financial in Newburyport, MA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2007 and also provides financial planning and consulting services through Northeast Planning Associates, Inc., an independent registered investment advisor he has operated since 2003. Outside of advisory work, he serves as a notary public. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team and provides a variety of portfolio management options, combining large-scale advisory operations with non-advisory product offerings.

Timothy Dick is a CERTIFIED FINANCIAL PLANNER™ practitioner at The Fiduciary Alliance with five years of industry experience. He has previously worked at Dakota Wealth, LLC and John Hancock Investment Management Distributors LLC. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other investment advisers. The firm combines fundamental, technical, cyclical, and charting analysis in managing portfolios and offers a range of services including estate planning and risk management.

James Perry is a financial advisor with Advisory Services Network, holding a Series 66 designation and seven years of industry experience. He previously worked at Banker Life Securities and Bankers Life & Casualty. Perry is also a licensed insurance agent involved in life insurance, annuity, and Medicare plan sales. He is a co-owner of Wealthpath Financial, Inc., a service company for business income and expenses. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment consulting, and a wrap-fee program, managing approximately $8.6 billion in client assets.

Christopher Vassilopoulos is a financial advisor at Johnson Investment Counsel, Inc. with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has held roles at several firms, including Townsend Holdings LLC and Aon Securities LLC. He serves as Chair of the Membership Committee for the Georgia Association of Public Pension Trustees and is a board member of the Boston College Alumni Association. Johnson Investment Counsel serves a broad client base, including individuals, pension and profit-sharing plans, public agencies, and charitable organizations. The firm’s investment approach combines bottom-up multi-factor quantitative equity analysis with a macro/micro fixed income strategy and provides discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Richard Parnigoni Jr. is a financial advisor at Aegis Capital Corp. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including LPL Financial LLC, Cetera Advisors LLC, and Securities America. In addition to his advisory role, he is involved with ACC Agency, Inc., a general insurance agency. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, delivering services through multiple sponsored programs and third-party platforms.

Christopher Bryant is a financial advisor at OneSeven with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial Services Advisors and Charles Schwab & Co. He is also a licensed insurance agent involved in fixed, health, and variable insurance sales. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm’s investment approach emphasizes long-term strategies while accommodating shorter-term trading, utilizing diversified portfolios with access to alternatives and private placements.

Sumeet Malhotra is a financial advisor at Santander Securities LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities, Santander Bank, and Citizens Securities, among other related entities. 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 wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary portfolio management and ongoing suitability reviews.

Todd Ehrenberg is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 28 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he is the owner of Port Capital Management Inc., a securities operating company. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including customized portfolio solutions, third-party asset manager access, and retirement plan consulting, supported by comprehensive operations, trading, technology, and compliance infrastructure.

Darin Leeman is a CFP® and ChFC® with 19 years of experience in the financial services industry. He has been with Valic Financial Advisors since 2010 and also holds a role at Agia since 2022. Leeman serves as an adjunct professor and academic researcher in business management and is secretary of Friends of Moeckel Pond, a nonprofit focused on the preservation and maintenance of a historic dam in Windham, NH. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors.