Theodore Shediac Jr. is a financial advisor with Advisors Capital Management, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Measured Wealth Private Client Group, LLC, Altus Capital, and Winchester Management. Advisors Capital Management serves a broad range of clients, including high-net-worth individuals, employee benefit plans, and the clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management through customized accounts and model strategies. The firm combines macro and security-level analysis across equity, fixed-income, and tactical approaches, managing over $8 billion in assets with a scale that supports extensive intermediary relationships.

Daniel De Bruyckere is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds a Series 65 designation and has been president of DeBruyckere Law Offices, PC since 2010. He serves as a board member of Crossing Life Church, attending quarterly meetings and participating in budget and strategic plan reviews. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing various asset-allocation frameworks and third-party platforms while integrating retirement-plan advisory capabilities with affiliated program sponsorship.

Robert Korbey is a financial advisor with Founders Financial Securities LLC, holding a Series 63 credential and 21 years of industry experience. His prior work includes five years at Equity Services, Inc., and over 29 years operating his own CPA and accounting practice, where he provides tax preparation, bookkeeping, and consulting services. He also serves as treasurer for the Armenian Apostolic Church at Hye Pointe. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement consulting through a variety of advisory programs and third-party partnerships.

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.

Catherine Bearce is a financial advisor with FourStar Wealth Advisors, LLC, holding CFP® and ChFC® designations along with a Series 66 license. She has 22 years of industry experience, including roles at Nobles & Richards, Inc., Integrated Wealth Concepts LLC, LPL Financial, and Lincoln Financial Advisors. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis to manage diversified portfolios primarily on a discretionary basis, tailoring strategies to clients' risk tolerance and time horizons.

Michael Matty is a CFP®, CFA®, and ChFC® with 26 years of industry experience. He has been with D.J. St. Germain Co., Inc. since 1999 and currently works at St. Germain Investment Management in Stratham, NH. St. Germain Investment Management provides discretionary portfolio management and financial planning to a broad client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate accounts. The firm manages approximately $3.8 billion in assets and utilizes a long-term, asset-allocation-driven approach, combining quantitative and qualitative analysis.

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.

Chelsea Belyea is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Advisory Services Network since 2019. She previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Chelsea also provides tax preparation services through an independent CPA firm and is a licensed insurance agent for fixed annuities and life insurance. Advisory Services Network supports individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with a range of strategies including discretionary and non-discretionary management.

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.

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.

Christopher Vassilopoulos is a financial advisor at Johnson Investment Counsel, Inc. with 13 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including Townsend Holdings LLC and Aon Securities LLC. Outside of his advisory role, he is Chair of the Membership Committee for the Georgia Association of Public Pension Trustees and serves on the Board of Directors for the Boston College Alumni Association. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm employs a team-based investment process combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and model portfolio services.

Richard Parnigoni Jr. is a financial advisor with Aegis Capital Corp., holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior firms include LPL Financial, Cetera Advisors LLC, and Securities America. He is also involved with ACC Agency, Inc., a general insurance agency where he serves as a producer and agent. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking. The firm operates both as an SEC-registered investment adviser and a FINRA member broker-dealer, delivering services through multiple sponsored programs and platforms.

Christopher Bryant is a financial advisor with OneSeven in Salem, NH, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at 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 retirement-plan consulting. The firm employs a primarily long-term investment approach utilizing diversified mutual funds, ETFs, individual securities, and access to alternatives and private placements, with both discretionary and non-discretionary arrangements.

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.

Brian Glick is a CFA® charterholder with three years of industry experience. He currently works at Focus Partners Wealth, LLC and has prior experience at The Colony Group, Connectus Wealth Advisers, Neirg Wealth Management, Raphael & Raphael LLP, and Gagnon Tax LLC. His background includes both advisory and tax-related roles. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies alongside various specialized offerings.

Emily Roster is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. She previously worked at M.P. Losapio & Company, LLC for 20 years and is a partner at OnPoint Tax and Consulting Services, PLLC, a CPA firm. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term approach and utilizing both internal management and third-party asset managers.

Clinton Hyland is a financial advisor with Valic Financial Advisors in Winooski, VT, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at Valic Financial Advisors since 2015 and also serves as an agent for Agia, focusing on non-securities insurance products. 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 for portfolio construction and management.

Shania Murray is a Series 66-licensed financial advisor with Integrated Wealth Concepts LLC and has three years of industry experience. Prior to joining Integrated Wealth Concepts, she worked at Ameriprise and held various roles including positions at ABCD Dorchester Head Start and MGH Children's Center. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios that utilize mutual funds, ETFs, individual equities, and fixed income with a primarily long-term approach.