Jennifer Goddard is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Minsky Financial Group, Doyle & Minsky Financial, and Eagle Strategies. She has also maintained long-term involvement with Hunter Pace Consignment and Levaland Farm LLC outside the financial sector. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm uses a tactical diversification approach with individualized asset allocation and offers various portfolio management and consulting services tailored to client goals.

Paul Kittredge is a financial advisor at SHP Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history with SHP Financial, LLC and Coastal Dealerships. Kittredge is also licensed as an insurance agent, focusing on annuity and life insurance sales. SHP Wealth Management, LLC is a multi-advisor registered investment adviser managing approximately $1.9 billion for individual and institutional clients, including high-net-worth individuals, pension and profit sharing plans, charitable organizations, and corporations. The firm provides portfolio management, financial planning, pension consulting, educational seminars, and serves as a subadviser or model portfolio provider to other advisers.

Christopher Donovan is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 registrations and bringing nine years of industry experience. His background includes roles at DFPG Investments, Eagle Strategies (NY Life), Harding Financial & Insurance, NYLIFE Securities LLC, and New York Life Insurance Company. He is also engaged as an independent contractor brokering non-registered insurance products with outside insurance carriers. Diversify Advisory Services is an SEC-registered advisor serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of portfolio management strategies and financial planning services tailored to client goals and risk tolerance.

Marci Lucier is a financial advisor with SHP Wealth Management, LLC in Plymouth, MA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has previously worked at Oracle America and APTTUS Corporation. Outside of finance, she coaches adult competitive water rowing at the Duxbury Bay Maritime School. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and subadvisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach combines fundamental and cyclical analysis with modern portfolio theory and maintains documented client risk profiles and time horizons, reviewing accounts at least quarterly.

Michael Damon is an investment adviser representative with RFG Advisory, LLC and holds Series 63 and Series 66 credentials. He has 30 years of industry experience, including roles at Lincoln Investment and his own CPA firm, Damon Diodati, Inc., where he provides accounting and tax services. Damon also serves as treasurer and board member of the River Point Homeowners Association in Pembroke, Massachusetts. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to proprietary and third-party investment strategies, typically managing assets on a discretionary basis with a mix of active and passive models and tax-aware approaches.

Thomas Fadden is a financial advisor at Simplicity Wealth with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Foundations Investment Advisers, Citizens Securities, Inc., and Cco Investment Services Corp. Outside of his advisory work, he serves as an adjunct professor teaching business classes at Quincy College. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers a managed account platform with additional services such as tax optimization and model monitoring.

Ronald De Feo is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 65 licenses and with 36 years of industry experience. He has worked at Santander Securities since 2012 and has been affiliated with Santander Bank, NA since 2004. 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 and financial planning services through a managed-account platform, with a notable affiliation to Santander Bank, N.A.

Edward Finocchiaro is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Innovation Partners LLC, Applied Capital, LLC, Multi-Funds, LLC, and Samuels Chase & Co., Inc. He is also a partner with Alpha Partners. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting, with an emphasis on non-high-net-worth individuals. The firm offers customized portfolio construction and monitoring, often using discretionary authority, and provides access to third-party investment advisors through referral arrangements.

Jeffrey Van Siclen is a CFP® with 13 years of industry experience currently serving at Fortis Capital Advisors, LLC. He has previously worked at Purshe Kaplan Sterling Investments and McAdam, LLC. Outside of advisory roles, he is involved as a partner and co-owner of LRVS Advisory Group, LLC, and provides insurance advice as a licensed agent. Fortis Capital Advisors offers investment advisory and financial planning services to individuals, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm emphasizes customized portfolio construction and ongoing monitoring through discretionary management, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Jack Bettle is a financial advisor with SHP Wealth Management, LLC in Plymouth, MA. He holds Series 63 and Series 66 licenses and has three years of industry experience, including prior roles at Fidelity Investments and RSM. SHP Wealth Management, LLC is a multi-advisor registered investment adviser managing approximately $1.9 billion for individual and institutional clients. The firm provides portfolio management, financial planning, pension consulting, and subadvisory services, employing a discretionary, long-term investment approach grounded in fundamental, cyclical, and modern portfolio theory analyses.

Keith Ellis is a financial advisor at SHP Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 credential and has worked at Nationwide Investment Solutions, LLC prior to joining SHP Wealth Management. Outside of his advisory role, Ellis is a co-owner of Wicked Fire Pizza, a pizza food truck, and manages two collectible trading card businesses. SHP Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a combination of fundamental and cyclical analysis with modern portfolio theory to develop tailored investment strategies documented in client Investment Policy Statements.

Matthew Angel is a CFP® with 15 years of industry experience currently affiliated with Diversify Advisory Services, LLC and DFPG Investments, LLC. His prior experience includes roles at Eagle Strategies (NY Life) and New York Life Insurance Company. In addition to his advisory work, he is an insurance broker appointed with outside carriers to broker non-registered insurance products. Diversify Advisory Services, LLC provides 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 employs a tactical diversification approach utilizing a combination of internal models and third-party solutions across multiple platforms and offers a wide range of investment strategies and consulting services.

Brian Durkin is a financial advisor at Arax Advisory Partners with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Bull Harbor Capital and Lake Street Advisors Group. Durkin is based in Marshfield, Massachusetts. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds, utilizing a combination of internal management and third-party models.

Michael Dias is a financial advisor at Fortis Capital Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and McAdam, LLC. Outside of his advisory work, Dias volunteers as an assistant soccer coach at Weymouth High School. Fortis Capital Advisors serves individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients by providing investment advisory and financial planning services. The firm emphasizes customized portfolio construction and ongoing monitoring, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Jason White is a financial advisor with Missionsquare Retirement in Plymouth, MA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Voya Financial and its affiliates for over a decade before joining Missionsquare Retirement in 2025. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement and deferred compensation plans. The firm provides plan administration, recordkeeping, education, and advisory services, including discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Kyle Britton is a financial advisor at SHP Wealth Management, LLC with 10 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors. Britton holds Series 63 and Series 65 licenses. SHP Wealth Management, LLC is a multi-advisor registered investment adviser managing approximately $1.9 billion for individual and institutional clients. The firm offers portfolio management, financial planning, and pension consulting, using long-term trading strategies combined with fundamental and modern portfolio theory analyses.

Patrick Randall is a financial advisor with SHP Wealth Management, LLC in Plymouth, MA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at SHP Wealth Management since 2018 and previously at New England Investment & Retirement Group and City Point Wealth Management. Randall is also an independent licensed insurance agent with SHP Financial and occasionally offers related commissionable products. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and subadvisory services to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm uses a process that combines fundamental and cyclical analysis with modern portfolio theory and maintains detailed Investment Policy Statements tailored to client risk profiles and time horizons.

Michael Powers is a financial advisor with The AmeriFlex Group and holds a Series 66 designation. He has three years of industry experience and has previously worked at firms including Commonwealth Financial Network, Equitable Advisors, and New York Life Insurance Company. Outside of finance, he has experience working with local businesses such as Dino's and Cal's Brick Oven Pizzeria Company. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Timothy Duggan is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill Lynch and has experience in financial planning and investment advisory roles. Outside of his primary role, he is involved with Veritas Boston Wealth Management as a private wealth advisor. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, nonprofits, corporations, and institutions, offering financial planning and portfolio management through customized and model portfolios. The firm provides access to multiple platforms, third-party managers, and alternative investments, supported by integrated services through its affiliation with SEI.

David Hathaway is a financial advisor with SHP Wealth Management, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at SHP Wealth Management since 2018 and previously held positions at Santander Investment Services, Santander Bank NA, and Platinum Wealth Partners. In addition to his advisory role, Hathaway acts as an insurance agent, providing investment-related insurance services. SHP Wealth Management, LLC is a multi-advisor registered investment adviser managing approximately $1.9 billion for individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers portfolio management, financial planning, pension consulting, and subadvisory services, utilizing a disciplined investment approach that includes long-term trading and multiple analytical frameworks.