Charles Roberts is a Certified Financial Planner® with 24 years of industry experience. He is affiliated with Founders Financial Securities LLC and Dreambridge Financial, where he also works as an insurance agent involved in the sale of fixed financial products. He has been with Founders Financial Securities since 2013 and Dreambridge Financial since 2015. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms, including managed portfolios and co-advised private wealth solutions, and supports advisory representatives with due diligence and oversight while allowing a range of management styles and niche services such as 1031 exchange consulting.

Mark Lasyone is a financial advisor at MissionSquare Retirement with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with ICMA Retirement Corporation, now MissionSquare Retirement, since 2001. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services. The firm provides Guided Pathways Advisory Services, including discretionary Managed Accounts and nondiscretionary Fund Advice, using investment models developed by Morningstar Investment Management.

Amanda Marton is a financial advisor at AlphaStar Capital Management with one year of industry experience. She holds a Series 65 credential and has held roles at Grimard Marton Wealth, Grimard Marton Financial Group, and CrossCountry Mortgage, among others. Outside of financial advising, she owns a travel agency franchise and is involved in independent insurance sales. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management using strategic asset allocation combined with quantitative and momentum-based analysis, and serves other RIAs through subadvisory and platform services.

Jonathan Dick is a financial advisor with The Fiduciary Alliance, holding a Series 65 credential and three years of industry experience. He has worked at The Fiduciary Alliance and Dick Insurance Agency since 2020, and previously held roles in the biopharmaceutical sector and at the University of Rhode Island. In addition to his advisory role, he is involved with the Dick Insurance Agency as an agent and account executive. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a multi-divisional structure with a network of representatives, offering client-specific investment strategies that combine fundamental, technical, cyclical, and charting analyses alongside third-party manager allocations.

Ian Tollefsen is a CFP® professional with 22 years of industry experience. He is currently with Consolidated Portfolio Review Corp and has held prior roles at firms including Trust Advisory Group Ltd, Paramont Financial Group LLC, and Merrill. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers managed accounts, proprietary tactical ETF model portfolios, financial planning, and access to third-party sub-advisors, employing strategic asset allocation combined with fundamental and technical analysis to meet varying client objectives.

Jonathan Edwards is a financial advisor at Keel Point, LLC with 27 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. Prior to joining Keel Point in 2023, Edwards worked at Granite Financial Partners and Kestra Investment Services. Outside of his advisory role, he is involved in several business activities including operating an investment advisory firm and participating in insurance-related ventures and community organizations such as NH Audubon. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individual, institutional, and corporate clients. The firm combines fundamental and quantitative analysis to develop strategic and tactical asset allocations, offering customized investment programs and a range of portfolio management and consulting services.

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.

Anthony Mc Mullen is a financial advisor at Consolidated Portfolio Review Corp with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Vanderbilt Securities, LLC, Stonex Securities Inc, and Trust Advisory Group Ltd. Mc Mullen is also a director of community development for the ReGenerative Roots Association, a nonprofit organization. Consolidated Portfolio Review Corp serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, offering managed accounts, model portfolios, financial planning, and access to third-party sub-advisors. Its investment approach combines strategic asset allocation with fundamental and technical analysis, delivered through a network of affiliated financial entities and service providers.

Adam Carroll is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 66 designations and two years of industry experience. His prior employment includes roles at Fidelity Investments and various positions in retail and service industries. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an open-architecture platform with internally developed and independent asset allocation models and utilizes a wide range of investment strategies and instruments.

Daniel De Bruyckere is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and two years of industry experience. He is also the president of DeBruyckere Law Offices, PC, where he has worked since 2010, focusing on supervising attorneys and client estate planning. Outside of his advisory and legal work, he serves as a board member of Crossing Life Church. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors and manages about $1.1 billion in client assets. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and client referral services, using a combination of fundamental and technical analysis, asset allocation frameworks, and third-party platforms.

Paul Bedinger is a financial advisor at Capitol Securities Management, Inc. with 45 years of industry experience. He holds a Series 63 designation and previously worked at Cantella And Co., Inc. for 12 years before joining Capitol Securities in 2022. Outside of his advisory role, he serves as a trustee for the Kyle Bedinger Memorial Trust. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services alongside financial planning, pension consulting, and insurance products. The firm manages assets through various programs and employs a network of representatives who develop client-specific investment policies.

Holly Knight is a financial advisor with Alera Investment Advisors, LLC, holding Series 65 and Series 66 licenses and six years of industry experience. Her prior roles include positions at NFP Retirement, Lion Street Advisors, and Cambridge Investment Research Advisors. She serves as the vice-chair of the Board of Trustees for MicroSociety Academy Charter School, a K-8 experiential charter school. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental analysis investment approach and integrates its services with insurance and pension-consulting platforms.

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.

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.

David Clark is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC since 2022. His prior experience includes roles at Mass Mutual Investors Services and Bts Securities Corporation. Outside of his advisory work, he is involved in a small business selling body products at event markets and holds insurance agent licenses with various companies. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

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.

Carrie Kulig is a CFP® and CFA® with 14 years of experience serving clients at CGN Advisors, LLC. She has been with the firm since 2012. Outside of her advisory role, she serves as an advisor to the Holyoke Civic Symphony board on treasury matters and consults on business strategy for CrowdBureau, a startup providing data and analytics for the peer-to-peer lending industry. CGN Advisors serves individuals, families, pension and profit-sharing plans, businesses, foundations, and charitable organizations. The firm employs a long-term, globally diversified investment approach combining asset allocation with Modern Portfolio Theory, core-plus-satellite, and active management strategies, emphasizing fiduciary duty and regular portfolio reviews.

Paul Quebec is a financial advisor with Simplicity Wealth in Nashua, NH, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Granite Rock Wealth Management, Foundations Investment Advisors, and several insurance and financial services firms. He is also an owner of Granite Rock Wealth Management LLC, where he is involved in insurance sales. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, portfolio management, and managed account platforms. The firm employs a fund-of-funds approach primarily using ETFs and mutual funds, alongside independent managers, and supports advisers with technology and operational services such as private-label asset management software and comprehensive back-office support.

Stacy Colonna is a CFP® with nine 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. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans with a focus on income-oriented strategies. The firm combines active portfolio management, third-party manager allocations, and ETF sub-advisory services within an integrated distribution model.