Matthew Peck, CFP® and Series 65 licensed, is a financial advisor with SHP Wealth Management, LLC in Plymouth, MA, with 14 years of industry experience. He has been with SHP Wealth Management since 2015 and also holds roles at SHP Financial, LLC and Four Hands, LLC, where he is a partner involved in marketing services through Juvenal Marketing. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for 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 to guide asset allocation and ongoing monitoring.

Christopher Willis is a CFP® and Series 65-licensed advisor with five years of industry experience. He is currently with SHP Wealth Management, LLC and SHP Financial, LLC. Outside of his financial advisory work, Willis also serves as a restaurant server at La Cucina Ristorante. 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, manages discretionary trading, and employs fundamental, cyclical, and modern portfolio theory with a long-term approach.

Jennifer Brennan is a financial advisor at Stratos Wealth Advisors LLC with 25 years of industry experience. She holds the Series 66 designation and has worked at UBS Financial Services for 14 years and Merrill for three years. She is also the Director of Client Services at Veritas Boston Wealth Management, an investment advisory firm. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to individual goals.

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.

Daniel Falcone is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 65 designation and five years of industry experience. Prior to joining Stratos Wealth Advisors in 2021, he worked at Veritas Boston Wealth Management and MFS. His background also includes roles in financial advising and technology specialization. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, third-party manager programs, and other advisory services tailored to individual goals.

Tucker Roeder is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently a partner and investment adviser representative at Fortis Capital Advisors, LLC dba LRVS Advisory Group, LLC. His prior experience includes roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc., McAdam, LLC, and VOYA Financial Advisors, Inc. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio solutions and a range of services including financial planning, retirement plan consulting, and educational workshops, utilizing a mix of passive, active, tactical, and ESG-aware investment strategies.

Joshua Kosinski is a financial advisor at SHP Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at SHP Financial and Bryant University. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and educational workshops for a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, charities, and corporations. The firm also supports other investment advisers through sub-advisory services and licensing of model portfolios, employing a long-term investment approach based on fundamental, cyclical, and modern portfolio theory.

Gerald Robillard is a financial advisor with Virtue Capital Management, LLC, holding a Series 63 designation and 19 years of industry experience. He has worked at Virtue Capital Management since 2020 and previously held roles at Cutter Financial Group LLC and Precision Capital Management. He is also president of GJR Financial, Inc., an insurance and advisory business. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers portfolio management, financial planning, and consulting services using a mix of tactical, strategic, and dynamic investment approaches through a multi-team model.

Katherine Baker is a CFP® professional with three years of industry experience. She is currently with SHP Wealth Management, LLC, where she has worked since 2026. Her prior experience includes roles at Pathstone, The Colony Group, LLC, and Eaton Vance Investment Counsel. 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 to unaffiliated RIAs, utilizing a customized Investment Policy Statement and a long-term trading approach based on fundamental, cyclical, and modern portfolio theory.

Cameron Iarrobino is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Twin Focus Capital Partners, Global Retirement Partners, Corbco Retirement Group, Beck Bode Wealth Management, and Morgan Stanley Wealth Management. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm uses a long-term, fundamental and cyclical investment approach tailored to each client's Investment Policy Statement, with discretionary trading authority and ongoing asset allocation monitoring.

Daniel Romaine is a CFP®, ChFC®, and Series 63 credentialed financial advisor with 41 years of industry experience. He is currently affiliated with The AmeriFlex Group and Cambridge Investment Research, and he has been president of Romaine Financial Services Corp. dba Blue Hills Wealth Management since 1998. Additionally, he serves as a board member for the Upper Mad River Road Country Homeowners Association. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services delivered through a network of advisory affiliates and multiple program platforms.

Mark Roman is a financial advisor at Stratos Wealth Advisors LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. He is also a managing partner of Veritas Boston Wealth Management, an independent investment advisory firm. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors across multiple teams. The firm offers customized financial planning, portfolio management, and third-party manager programs tailored to individual goals.

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.

Elizabeth Vallone is a financial advisor at Bay Colony Advisors with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Bay Colony Advisors since 2015. Vallone is also an independent insurance agent with Essential Asset Management, LLC. Bay Colony Advisors serves individual investors across the wealth spectrum, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning and portfolio management. The firm combines fundamental analysis with access to model portfolios and third-party sub-advisers and provides family-office and concierge services alongside institutional retirement fiduciary offerings.

Owen Imparato is a financial advisor at SHP Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at SHP Financial, LLC, Gwfs Equities, Inc., and Empower Retirement. Outside of finance, he has worked with the Boston Red Sox in ballpark operations and event security. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension plans, charities, and corporations. The firm also serves other advisers by acting as a sub-adviser and licensing model portfolios, using a long-term investment approach guided by fundamental, cyclical, and modern portfolio theory.

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. His prior work includes roles at Moors & Cabot, Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Perpetual Financial. He is also an insurance agent involved in selling annuities and life insurance on a commission basis. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, employing various strategies tailored to client objectives and risk tolerances.

Michael Bagni is a Series 65-licensed financial advisor at SHP Wealth Management, LLC with one year of industry experience. His prior roles include positions at SHP Financial, LLC and Morgan Stanley, as well as work outside the financial sector at Partners Hospitality and Haverty & Feeney Attorneys at Law. 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 clients and employs a long-term trading approach using fundamental, cyclical, and modern portfolio theory.

Mark Kenney is a CFP®-credentialed financial advisor with 15 years of industry experience. He has worked at SHP Wealth Management, LLC since 2017 and previously held roles at Bank of America and Merrill. In addition to his advisory role, Kenney provides insurance services through SHP Financial. SHP Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm customizes Investment Policy Statements for clients, employs a mix of fundamental, cyclical, and modern portfolio theory, and takes discretionary authority for trading with a long-term investment approach.

Alina Osokhovska is a CFP® professional with three years of industry experience. She is currently with SHP Wealth Management, LLC and has prior experience at Crestwood Advisors, Beacon Financial Planning, and First Citizens Federal Credit Union. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm customizes investment policies and employs a combination of fundamental, cyclical, and modern portfolio theory with a long-term trading orientation.