Christopher Eklund is an investment adviser representative with RFG Advisory, LLC and holds a Series 66 designation. He has 14 years of industry experience and is the owner and founder of Powder Point Wealth Management, where he has worked since 2016. Prior to joining RFG Advisory, he spent a decade at Lincoln Investment. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a blend of actively managed and passive strategies, direct indexing, and tax-aware approaches, with a range of investment solutions including proprietary models, alternative investments, and annuity management.

Sean Cragan is a financial advisor at F L Putnam Investment Management Co. with 17 years of industry experience. He holds the CFP® designation and a Series 65 license. Prior to joining F L Putnam in 2023, he worked at SVB Wealth LLC and Boston Private Wealth LLC. F L Putnam serves individual and institutional clients, offering a range of investment management and consulting services. The firm employs customized portfolios that combine internally managed and third-party strategies across multiple asset classes within a strategic asset allocation framework.

Dominic Glasson is a Series 65 licensed financial advisor with three years of industry experience, currently with Foundations Investment Advisors LLC. Prior to this, he held roles at Rise North Capital and RNC RIA LLC. Outside of advising, he is active as a life insurance agent specializing in premium financing strategies. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm serves individuals, trusts, estates, and registered investment companies through a network of around 300 advisers and offers portfolio management, financial planning, retirement plan support, and sub-advisory services.

Sean Oneil is a financial advisor with Fortis Capital Advisors, LLC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including roles at Purshe Kaplan Sterling Investments and McAdam LLC. Fortis Capital Advisors provides investment advisory and financial planning services to individuals, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring using a variety of strategies, managing approximately $1.21 billion in assets as of early 2025.

James Sickorez is a financial advisor with On Investment Management Company, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at The O.N. Equity Sales Company, OSAIC, and Signator Investors, Inc. He is also the owner of College Planning Solutions, where he provides private guidance counseling on high school course selection, college applications, and related areas. On Investment Management Company offers financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm provides access to multiple third-party investment programs and combines discretionary and non-discretionary portfolio management options across a broad client base.

Joshua Santos is a financial advisor at SHP Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining SHP Wealth Management, he worked at Fidelity Investments and The Bulfinch Group. 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, and consulting services, employing a long-term investment approach and offering model portfolios and subadvisory services to other advisers.

Matthew Peck is a CFP® and Series 65-licensed advisor with SHP Wealth Management, LLC, where he has worked for 11 years and holds 13 years of industry experience. His prior roles include positions at Nationwide Investment Solutions, LLC and Juvenal Marketing, where he serves as a director. Peck is also a partner of Four Hands, LLC, a marketing and consulting firm with minor ownership interests in Triad Partners. SHP Wealth Management, LLC is a multi-advisor registered investment adviser managing approximately $1.9 billion for a diverse client base that includes high-net-worth individuals, pension plans, charitable organizations, and corporations. The firm provides portfolio management, financial planning, pension consulting, and subadvisory services, with an investment approach incorporating long-term trading and various analytical methods such as fundamental and modern portfolio theory analyses.

Christopher Willis is a CFP® with five years of industry experience, currently serving as an advisor at SHP Wealth Management, LLC. Prior to joining SHP, he worked at Stonehill College for four years. Outside of finance, Willis is also employed as a server at La Cucina Ristorante in North Easton, MA. SHP Wealth Management, LLC is a multi-advisor firm managing approximately $1.9 billion for individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm provides portfolio management, financial planning, and pension consulting, utilizing long-term trading strategies and fundamental, cyclical, and modern portfolio theory analyses.

Jennifer Brennan is a financial advisor at Stratos Wealth Advisors LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at UBS Financial Services since 2012. Brennan also serves as Director of Client Services at Veritas Boston Wealth Management, a registered investment advisor. Stratos Wealth Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, trusts, retirement plans, and institutional clients, utilizing advisor-managed programs and third-party platforms with integrated access to SEI-affiliated services.

Richard Hern Jr. is a CFP® professional with 26 years of industry experience, currently with Consolidated Portfolio Review Corp. He previously worked at Cambridge Investment Research Advisors Inc. for over a decade. Outside of financial advising, Hern is involved in commercial fishing and operates independent insurance agencies. Consolidated Portfolio Review Corp is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary tactical ETF model portfolios, financial planning, and access to third-party sub-advisors, with investment strategies tailored by independent advisors using strategic asset allocation alongside fundamental and technical analysis.

William Goldsmith is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Gateway Wealth Partners, LLC and has previously worked at OSAIC and SagePoint Financial. Outside of advising, he is involved in personal development media through his own platform, Focused Vision, where he produces content and interviews on health, wellness, and entrepreneurship, and he serves as a board member of Congregation Agudath Achim. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate, and manages approximately $1.25 billion in assets.

Andrew Morehouse is a financial advisor at Santander Securities LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Santander Securities and Santander Bank since 2019, as well as at Voya Financial Advisors from 2014 to 2019. 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, financial planning, tax and values overlay services, and securities-based lending, delivering investment advice through a managed-account platform with third-party managers and ongoing compliance oversight.

Daniel Falcone is a financial advisor at Stratos Wealth Advisors LLC with a Series 65 credential and four years of industry experience. He has held roles at Stratos Wealth Advisors since 2021 and at Veritas Boston Wealth Management since 2020, where he also serves as a Technology Specialist. Prior to this, he worked at MFS and Putnam and was affiliated with the University of Massachusetts Lowell. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and bank or thrift institutions. The firm offers a range of investment management, financial planning, and insurance consulting services through a network of investment advisory representatives using both bespoke and model portfolios.

Tucker Roeder is a financial advisor with Fortis Capital Advisors, LLC and holds a Series 66 credential. He has 13 years of industry experience, including roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and McAdam, LLC. Roeder is a partner and co-owner of Fortis Capital Advisors’ LRVS Advisory Group. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers discretionary portfolio management with customized strategies across passive, active, tactical, blended, and ESG-integrated approaches.

Joshua Kosinski is a Series 65-licensed advisor with SHP Wealth Management, LLC, where he has worked since 2023. He has three years of industry experience and previously was affiliated with SHP Financial and Bryant University. 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, pension consulting, and subadvisory services, employing a disciplined investment approach based on fundamental, cyclical, and modern portfolio theory analyses.

Gerald Robillard is a financial advisor with Virtue Capital Management, LLC and holds a Series 63 designation. He has 19 years of industry experience and has previously worked at Cutter Financial Group LLC and Precision Capital Management. Robillard is also president of GJR Financial, Inc., an insurance and advisory business. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across about 90 advisers for more than 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, utilizing a model-driven approach that incorporates economic data and quantitative optimization.

Katherine Baker is a CFP® professional with three years of industry experience. She is currently with SHP Wealth Management, LLC and SHP Financial, LLC, having previously worked at Pathstone, The Colony Group, LLC, and Eaton Vance Investment Counsel. 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 long-term investment approach grounded in fundamental, cyclical, and modern portfolio theory analyses.

Cameron Iarrobino is a financial advisor at SHP Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms including Twin Focus Capital Partners, Global Retirement Partners, and Morgan Stanley Wealth Management. Prior to his advisory roles, he was employed at Bryant University and the Dedham Health Athletic Complex. SHP Wealth Management provides 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, tailoring strategies to client risk profiles and time horizons.

Daniel Romaine is a CFP®, ChFC®, and Series 63 credentialed financial advisor with 41 years of industry experience. He is currently affiliated with The AmeriFlex Group and Cambridge Investment Research, and he has been president of Romaine Financial Services Corp. dba Blue Hills Wealth Management since 1998. Additionally, he serves as a board member for the Upper Mad River Road Country Homeowners Association. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services delivered through a network of advisory affiliates and multiple program platforms.

Mark Roman is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior work includes roles at Merrill from 1994 to 2019 and Bank of America from 2011 to 2019. He is also the managing partner of Veritas Boston Wealth Management, an investment advisory and financial planning firm. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans. The firm provides investment management, financial planning, and insurance consulting through a network of investment advisory representatives, utilizing both bespoke and model portfolios alongside third-party investment programs.