Aaron Foley is a financial advisor at Santander Securities LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2019, as well as at Citizens Securities, Inc. from 2015 to 2019. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products.

Anthony Finocchiaro is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, holding a Series 65 credential with six years of industry experience. His prior roles include positions at Pinnacle Private Wealth, LLC, MassPay, and F&B Produce. SHP Wealth Management serves individuals, pension and profit-sharing plans, charities, and corporations by providing portfolio management, financial planning, and pension consulting. The firm also supports other investment advisers through sub-advisory services and licensing model portfolios, employing a customized Investment Policy Statement and a combination of fundamental, cyclical, and modern portfolio theory in its investment approach.

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 been with SHP Financial and its affiliated firms since 2021. Outside of advisory services, he is also involved in insurance sales focusing on annuities and life insurance. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals—including high-net-worth clients—pension and profit-sharing plans, charities, and corporations. The firm customizes Investment Policy Statements, takes discretionary trading authority, and applies fundamental, cyclical, and modern portfolio theory with a long-term trading approach.

Christopher Donovan is a financial advisor at Diversify Advisory Services, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Eagle Strategies (NY Life) and Harding Financial & Insurance. He also works as an independent contractor brokering non-registered insurance products with outside carriers. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a range of portfolio management and consulting services tailored to client goals and risk tolerance.

Marci Lucier is a financial advisor at SHP Wealth Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at SHP Wealth Management since 2021. Outside of her advisory role, she coaches adult competitive water rowing at the Duxbury Bay Maritime School. SHP Wealth Management provides portfolio management, financial planning, and pension consulting for individuals, pension plans, charities, and corporations. The firm also acts as a sub-adviser and licenses model portfolios to other RIAs, using customized Investment Policy Statements and a long-term investment approach based on fundamental, cyclical, and modern portfolio theory.

Michael Damon is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. His career includes 14 years at Lincoln Investment and ongoing roles at Damon Diodati, Inc., a CPA firm providing accounting and tax services, where he is a co-owner. He also serves as treasurer and board member of the River Point Homeowners Association in Pembroke, MA. RFG Advisory offers investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm employs discretionary management strategies utilizing model portfolios, third-party platforms, and retirement technologies, and provides access to alternative investments and annuity platforms.

Thomas Fadden is a financial advisor at Simplicity Wealth with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Foundations Investment Advisers, Independent Trust Wealth Management LLC, Citizens Securities, Inc., and Cco Investment Services Corp. Outside of his advisory role, Fadden serves as an adjunct professor teaching business classes at Quincy College. Simplicity Wealth offers advisory services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and integrates advisory services with technology solutions and a third-party model manager platform for other advisors.

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® professional with 14 years of industry experience. He is currently with Fortis Capital Advisors, LLC dba LRVS Advisory Group, LLC, where he has worked since 2025. Prior to this, he was with Purshe Kaplan Sterling Investments for 12 years and McAdam, LLC for 10 years. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm provides customized portfolio management, financial planning, and consulting, utilizing a mix of passive, active, tactical, and ESG-aware strategies through a primarily discretionary approach.

Jack Bettle is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, holding Series 63 and Series 66 licenses with three years of industry experience. Before joining SHP Wealth Management, he worked at Fidelity Investments for three years. 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 customizes Investment Policy Statements and uses a combination of fundamental, cyclical, and modern portfolio theory with a long-term trading orientation to guide asset allocation and monitoring.

Keith Ellis II is a financial advisor with SHP Wealth Management, LLC in Plymouth, MA, holding a Series 65 designation and 11 years of industry experience. He has been with SHP Wealth Management since 2015 and has involvement in several business ventures, including co-ownership of Wicked Fire Pizza, a pizza food truck, and managerial roles in collectibles businesses such as Joes Stuff, LLC and G.O.A.T Cards and Collectibles, LLC. 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 policies and uses a long-term, theory-driven approach to asset allocation and ongoing monitoring.

Matthew Angel is a CFP® with 15 years of industry experience. He is currently with Diversify Advisory Services, LLC and DFPG Investments, LLC, having previously worked at Eagle Strategies (NY Life), Harding Financial and Insurance, NYLIFE Securities LLC, and New York Life Insurance Company. He is also active as an insurance broker for non-registered insurance products. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm utilizes a tactical diversification investment approach with customized asset allocation, offering multiple delivery platforms and access to alternative investments, alongside various fee structures for planning and consulting engagements.

Brian Durkin is a financial advisor at Arax Advisory Partners with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Bull Harbor Capital, Lake Street Advisors Group, and The 4100 Group. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, utilizing a combination of in-house portfolio teams, independent external managers, and alternative investments.

Michael Dias is a financial advisor at Fortis Capital Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and McAdam, LLC. Outside of his advisory work, he volunteers as an assistant soccer coach at Weymouth High School. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management and financial planning, allowing advisors flexibility in implementing various investment styles using a mix of passive, active, tactical, and ESG-aware strategies.

Jason White is a financial advisor at MissionSquare Retirement with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Voya Financial and its affiliates for 11 years. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services, including discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Kyle Britton is a financial advisor at SHP Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining SHP Wealth Management in 2022, he worked at Equitable Advisors and Axa Advisors. 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, takes discretionary authority for trading, and applies fundamental, cyclical, and modern portfolio theory with a long-term trading orientation to asset allocation and monitoring.

Patrick Randall is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at New England Investment & Retirement Group and City Point Wealth Management. Randall is also a licensed insurance agent and occasionally offers related products to clients. 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 employs a customized Investment Policy Statement for each client and uses fundamental, cyclical, and modern portfolio theory with a long-term orientation to guide asset allocation and monitoring.

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.