Dennis Butterfield is a financial advisor at LifeMark Securities Corp. with 49 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LifeMark in 2018, he worked at Foresters Equity Services, Inc. from 2010 to 2018 and has been an independent insurance agent since 1974. LifeMark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering various managed account programs and consulting services tailored through risk assessments.

Kevin Halloran is a financial advisor at Santander Securities LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2017, as well as at Citizens Securities, Inc. from 2015 to 2017. Santander Securities LLC serves a diverse client base including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and other financial services, delivering investment advice through a managed-account platform with third-party managers and an implementation manager handling portfolio rebalancing.

Dylan Burling is a CFP® and holds a Series 66 license with two years of industry experience. He is currently affiliated with Northeast Planning Associates, Inc. and LPL Financial. Prior to his financial advisory roles, he worked at Virginia Tech and was involved with La Cabra Brewing and Martin's Dam Club. 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.

Barry Dick is a financial advisor with The Fiduciary Alliance, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining The Fiduciary Alliance in 2021, he worked for First Financial Advisors, LLC for 14 years. Outside of advisory services, he is co-owner of Dick Insurance Agency and owner of Merrimack Financial, both involved in life and property and casualty insurance sales. 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 operates through multiple divisions and a network of investment advisor representatives, utilizing client-specific investment policy statements and a combination of fundamental, technical, cyclical, and charting analyses.

Wendell Stewart is a financial advisor with Compass Financial Management LLC, holding a Series 63 designation and bringing 34 years of industry experience. He has worked at Executive Financial Services, Inc. since 1988. Stewart also engages in limited insurance sales as a sole proprietor, conducting these activities alongside his financial planning services. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm employs a multi-disciplinary investment approach combining fundamental, technical, charting, and cyclical analysis, managing approximately $519 million in discretionary assets across a team of 27 advisors.

Thomas Labrie is a financial advisor with Westminster Financial Advisory Corp in Andover, MA, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He previously worked at Lincoln Financial Advisors for six years before joining Westminster Financial Securities in 2018. Labrie is also licensed as an insurance agent offering accident/health, disability, long-term care, life settlements, and traditional life insurance products. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes diversified, multi-asset class portfolio management with a buy-and-hold strategy complemented by tactical adjustments and employs a range of investment instruments including mutual funds, ETFs, and options.

James Healy is a financial advisor at Gateway Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Main Street Financial Advisory LLC, Keurig Dr. Pepper, and Dunkin' Brands, Inc. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers, and manages approximately $1.25 billion in assets.

Mark Gatti is a CFP®-certified financial advisor with over 43 years of industry experience. He is currently with Novem Group and has previously worked at firms including Osaic Wealth, Inc., American Portfolios Advisors, Inc., and H.D. Vest Investment Securities, Inc. In addition to his advisory role, he owns and operates Topsfield Financial Group, a tax preparation business. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis and offers a range of portfolio management arrangements tailored to client goals and risk tolerance.

Mark Hemenway is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Lifeworks Advisors, LLC since 2023 and previously spent three years with Bankers Life Advisory Services and related entities. Prior to that, he was with Benevento Companies for 12 years. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche investment approach combined with factor-based and smart-beta strategies.

Curtis Porter is a financial advisor at First Heartland Consultants, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Heartland Capital, Inc. since 2009. Outside of his advisory role, he operates Porter Tax Preparation Services, LLC, which provides tax preparation services. First Heartland Consultants offers investment advisory and financial planning services to individuals, businesses, and employer-sponsored retirement plan participants. The firm delivers personalized asset management through various programs and employs both strategic and tactical asset allocation techniques.

Jason Mahoney is a Series 65 licensed advisor at The Patriot Financial Group, LLC with two years of industry experience. His prior roles include positions at Bank Gloucester and The Patriot Financial Group’s insurance and wealth management divisions. Outside of advising, he serves as Secretary/Treasurer for North Shore Business Networkers, a business networking organization. The Patriot Financial Group serves individuals, small businesses, and retirement plans by providing investment management, financial planning, and retirement plan advisory services. The firm constructs tailored portfolios using various asset classes and emphasizes ongoing monitoring and rebalancing to meet client objectives.

Paul Elkind is a CFA® charterholder with 23 years of industry experience. He has worked at O.N. Investment Management Company and its affiliated entities since 2014 and has been associated with Ohio National Financial Services since 2013. In addition to his advisory role, he is engaged in insurance sales, including life, health, disability, and long-term care insurance, as well as fixed and equity-indexed annuities. O.N. Investment Management Company is a SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, charitable organizations, and businesses. The firm utilizes a dual-registration model and offers both discretionary and non-discretionary investment programs.

Zachary Golub is a financial advisor at Northeast Planning Associates, Inc. with six years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Northeast Planning Associates, he worked at Citigroup for seven years and has experience with LPL Financial LLC. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm provides modular financial planning, discretionary investment management, and retirement plan advisory services, managing approximately $414 million in discretionary assets with a team of about 70 advisors.

Richard Spencer Jr. is a financial advisor at Simplicity Wealth with 15 years of industry experience. He previously worked at Aegis Wealth Management, Inc., Virtue Capital Management, LLC, and Hornor Townsend & Kent Inc. In addition to his advisory role, he operates a tax preparation service and manages an insurance and annuity sales business called Develop Your College Game Plan. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside a managed account platform (TAMP) that supports third-party advisers with model portfolios, technology, and operational services.

Jeffrey Street is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with StoneX Advisors Inc., where he has worked since 2015, and also operates Street Financial Services, a financial planning and investment firm he founded in 1991. In addition to his advisory roles, he serves as a trustee for Brookmeadow Office Park, overseeing maintenance and policy decisions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies, including proprietary models and third-party managers, supported by technology platforms for portfolio implementation and tax-aware services.

Larry Vandeventer is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at La Salle St. Securities, Inc. since 1997 and has operated his own advisory business, Vandeventer & Company, since 1990. He is involved with The Salem Exchange Club, a nonprofit focused on child abuse prevention, Americanism, and community service. Lasalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.

Matthew Keefe is a financial advisor at The Fiduciary Alliance with two years of industry experience. He holds a Series 65 designation and has worked in investment and insurance-related roles, including as an account executive at Dick Insurance Agency. He previously had a role at Play Ball LLC. The Fiduciary Alliance serves individuals, high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm uses a variety of analytical approaches and may employ third-party managers, while also offering ERISA 3(21) nondiscretionary services to plan sponsors.

Brian Dick is a financial advisor at The Fiduciary Alliance with 17 years of industry experience. He holds a Series 65 designation and has previously worked with First Financial Advisors, LLC, and operates Dick Advisory Group LLC. In addition to his advisory role, he is a licensed insurance agent with Dick Insurance Agency. 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 client-specific investment approach using various analytical methods and offers access to third-party managers through a network of investment advisor representatives operating under multiple divisions.

Paul Accardi is a financial advisor with Northeast Planning Associates, Inc. He holds a Series 66 credential and has 24 years of industry experience. His career includes roles at LPL Financial and Carr, Staples & Accardi. Accardi serves as a board member of Haverhill Bank. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements with access to investment management and manages approximately $327.7 million in client assets.