James Sickorez is a financial advisor with ON Investment Management Company in Rockland, MA, holding Series 63 and Series 65 credentials and having 28 years of industry experience. His prior firms include Signator Investors, Inc. and OSAIC. Outside of advising, he has owned College Planning Solutions since 2003, providing private guidance counseling on high school course selection, college applications, and standardized testing. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a range of third-party investment programs alongside both discretionary and non-discretionary account management.

Fredric Kaplan is a financial advisor at SpiderRock Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at BlackRock, Guardian Life Insurance Company, and Park Avenue Securities. Kaplan’s career also includes roles at SMB Capital and CrossTower. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, employing systematic, technical, and rules-based processes combined with quantitative and fundamental analysis. The firm specializes in portfolio overlay and strategy management using listed derivatives alongside traditional securities and offers collateral management and over-the-counter derivatives support.

Jennifer Brennan is a financial advisor at Stratos Wealth Advisors LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at UBS Financial Services since 2012. Brennan also serves as Director of Client Services at Veritas Boston Wealth Management, a registered investment advisor. Stratos Wealth Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, trusts, retirement plans, and institutional clients, utilizing advisor-managed programs and third-party platforms with integrated access to SEI-affiliated services.

Richard Hern Jr. is a CFP® professional with 26 years of industry experience, currently with Consolidated Portfolio Review Corp. He previously worked at Cambridge Investment Research Advisors Inc. for over a decade. Outside of financial advising, Hern is involved in commercial fishing and operates independent insurance agencies. Consolidated Portfolio Review Corp is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary tactical ETF model portfolios, financial planning, and access to third-party sub-advisors, with investment strategies tailored by independent advisors using strategic asset allocation alongside fundamental and technical analysis.

William Goldsmith is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Gateway Wealth Partners, LLC and has previously worked at OSAIC and SagePoint Financial. Outside of advising, he is involved in personal development media through his own platform, Focused Vision, where he produces content and interviews on health, wellness, and entrepreneurship, and he serves as a board member of Congregation Agudath Achim. Gateway Wealth Partners provides 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, supplemented by individual securities or Independent Managers when appropriate, and manages approximately $1.25 billion in assets.

Andrew Morehouse is a financial advisor at Santander Securities LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Santander Securities and Santander Bank since 2019, as well as at Voya Financial Advisors from 2014 to 2019. 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 wrap-fee advisory programs, financial planning, tax and values overlay services, and securities-based lending, delivering investment advice through a managed-account platform with third-party managers and ongoing compliance oversight.

Dennis Coite is a CFP® with 11 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. He also maintains roles at StoneX Securities Inc. and Ron Coite & Associates, where he is involved in health, life, and LTC insurance sales as well as fixed annuity sales and tax preparation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and annuity allocation services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, employing multiple account structures and model-based solutions.

Daniel Falcone is a financial advisor at Stratos Wealth Advisors LLC with a Series 65 credential and four years of industry experience. He has held roles at Stratos Wealth Advisors since 2021 and at Veritas Boston Wealth Management since 2020, where he also serves as a Technology Specialist. Prior to this, he worked at MFS and Putnam and was affiliated with the University of Massachusetts Lowell. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and bank or thrift institutions. The firm offers a range of investment management, financial planning, and insurance consulting services through a network of investment advisory representatives using both bespoke and model portfolios.

Tucker Roeder is a financial advisor with Fortis Capital Advisors, LLC and holds a Series 66 credential. He has 13 years of industry experience, including roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and McAdam, LLC. Roeder is a partner and co-owner of Fortis Capital Advisors’ LRVS Advisory Group. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers discretionary portfolio management with customized strategies across passive, active, tactical, blended, and ESG-integrated approaches.

Louis Della Valle is a financial advisor with Dakota Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Inc., C2C Wealth Management, LLC, and LPL Financial. Outside of his advisory work, he serves as treasurer and board member of a condominium association. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm provides customized, primarily long-term portfolio management using a range of investment vehicles combined with ongoing oversight, and it also acts as a manager and general partner to private funds and a sub-adviser to a registered ETF.

Gerald Robillard is a financial advisor with Virtue Capital Management, LLC and holds a Series 63 designation. He has 19 years of industry experience and has previously worked at Cutter Financial Group LLC and Precision Capital Management. Robillard is also president of GJR Financial, Inc., an insurance and advisory business. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across about 90 advisers for more than 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, utilizing a model-driven approach that incorporates economic data and quantitative optimization.

Mark Porter is a Certified Financial Planner® with 20 years of industry experience, currently serving at Northeast Planning Associates, Inc. since 2011. He is also affiliated with LPL Financial and holds a Series 66 license. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and retirement plans, offering modular planning engagements and access to investment management. The firm manages approximately $327.7 million in client assets and offers a subscription-based wealth management software option.

Heather Ankstitus is a financial advisor with United Capital Financial Advisors, holding a Series 65 designation and 12 years of industry experience. She has been with United Capital Financial Advisors since 2014. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by client-facing technology and a range of ancillary services.

Sean Holly is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 license and with 20 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 11 years and has been with Belpointe and its related entities since 2017. Outside of his advisory role, he is a co-owner of a real estate business. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing customized portfolios and various advisory relationships.

Mark Roman is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior work includes roles at Merrill from 1994 to 2019 and Bank of America from 2011 to 2019. He is also the managing partner of Veritas Boston Wealth Management, an investment advisory and financial planning firm. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans. The firm provides investment management, financial planning, and insurance consulting through a network of investment advisory representatives, utilizing both bespoke and model portfolios alongside third-party investment programs.

Colin March is a financial advisor at Santander Securities LLC with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Santander Bank, NA, Bristol County Savings Bank, and Northeast Alternatives, Inc. 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, and access to securities-based lending and insurance products.

Peter Thorbahn is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has worked at Moors & Cabot since 2011 and joined Advisory Services Network in 2025. Outside of his advisory role, he is an insurance agent selling annuities and life insurance on a commission basis and is the owner and managing member of Thorvest LLC, a service company for business expenses. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets across various investment strategies and fee structures.

Patrick Lawler is a CFP® with 13 years of industry experience, currently serving as an advisor at Fortis Capital Advisors, LLC. He has previously worked at Purshe Kaplan Sterling Investments and McAdam, LLC. Lawler is a partner and co-owner of LRVS Advisory Group, LLC, where he provides financial planning and wealth management services. Fortis Capital Advisors offers investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, and institutional clients. The firm focuses on customized portfolio construction and ongoing monitoring, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Thomas Burke Jr. is a financial advisor at Kovack Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors Corporation and Infinex Investments, Inc. Outside of his advisory role, he serves as a board member of the Hanover Chamber of Commerce and works as a high school hockey official. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, and pension plans. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers financial planning, and manages held-away retirement accounts via an account aggregation service.

Daryl Marsden is a financial advisor at Stratos Wealth Advisors LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Veritas Boston Wealth Management and BNY Mellon. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, and institutional clients, offering financial planning and portfolio management through a range of customized and model portfolio solutions. The firm benefits from its affiliations with SEI-affiliated businesses, providing integrated investment management and custodial services.