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.

Edmund Hilston Jr. is a financial advisor with Advisory Services Network, holding a Series 63 designation and 29 years of industry experience. He has been with Advisory Services Network since 2014. Outside of his advisory role, he is involved in tax preparation and tax planning during tax season. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Brian Dick is a financial advisor with The Fiduciary Alliance and holds a Series 65 designation. He has 18 years of industry experience and has previously worked with First Financial Advisors, LLC and operated Dick Advisory Group LLC. In addition to his advisory role, he is a licensed insurance agent with Dick Insurance Agency. The Fiduciary Alliance serves individual and high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm employs a mix of fundamental, technical, cyclical, and charting analysis, and it offers discretionary portfolio management alongside estate planning and risk management reviews.

Kevin Dick is a financial advisor with The Fiduciary Alliance, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at JMP Securities LLC, Citizens Capital Markets, Inc., Citizens Bank, N.A., John Hancock Investments, and Stonehill College. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as retirement plans and other investment advisers. The firm utilizes a blend of fundamental, technical, cyclical, and charting analysis in managing portfolios and offers discretionary management alongside estate planning, business planning, and risk-management reviews.

Melissa Remillard is a financial advisor with Santander Securities LLC and holds Series 63 and Series 65 licenses. She has 16 years of industry experience and has been with Santander Securities in various roles since 2012. Outside of her advisory work, she is involved with Impact X Performance, an entity created to potentially start a gym in Hampton, NH. 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 offers investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, utilizing third-party discretionary managers within its FMAX platform.

Naim Cukovic is a financial advisor at Santander Securities LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Private Client Wealth LLC, TD Bank N.A., and TD Waterhouse Investor Services Inc. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning. The firm supports individual investors, ERISA and IRA accounts, and institutional entities, delivering investment management primarily via the FMAX wrap-fee platform with third-party discretionary managers.

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.

Mark Lynch is a Series 66-licensed financial advisor at Advisory Services Network with 23 years of industry experience. His prior roles include positions at Merrill, LPL Financial, and Digital Federal Credit Union. He has been with Advisory Services Network since 2023. Advisory Services Network provides a range of investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent adviser representatives. The firm employs diversified investment strategies tailored to clients’ objectives and offers flexible engagement models, including discretionary and non-discretionary management.

Robert Caron is a financial advisor with Westminster Financial Advisory Corporation, holding a Series 66 designation and 23 years of industry experience. He has been with Westminster Financial Advisory Corporation and its affiliated broker-dealer since 2010. Outside of his advisory role, he serves as a JV hockey coach at Haverhill High School during the hockey season. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s approach emphasizes diversified, multi-asset class allocation with a buy-and-hold strategy complemented by tactical adjustments based on economic or market conditions.

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.

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 at Alera Investment Advisors, LLC with six years of industry experience. She holds Series 65 and Series 66 licenses and has worked at firms including NFP Retirement and Lion Street Advisors. Outside of her advisory role, Knight serves as vice-chair of the board of trustees for MicroSociety Academy Charter School, contributing to governance and strategic planning. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis driven investment approach and integrates advisory 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.

Theresa Timmerman is a financial advisor at Vanderbilt Advisory Services with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vanderbilt Advisory Services since 2017, following a two-year tenure at Financial West Group. Outside of advisory work, she is a medical technologist at Elliot Hospital Satellite Lab in Londonderry, NH. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach that integrates fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.