Michael Hogan is a financial advisor at NCU Investment Solutions with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, CUNA Mutual Group, and Merrill. NCU Investment Solutions provides advisory and planning services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs model portfolios and fundamental analysis as part of its investment approach and offers both discretionary and non-discretionary account management.

Carl Begin is a CFP® and ChFC® with 13 years of industry experience. He has worked at Bristol Wealth Group since 2018 and previously held roles at Raymond James Financial, Bristol County Savings Bank, and StrategicPoint Investment Advisors LLC. Carl is based in Attleboro, MA, and is part of a five-advisor team at Bristol Wealth Group. Bristol Wealth Group is a registered investment adviser managing approximately $985.6 million in client assets for individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses fundamental analysis to build tailored investment portfolios on a discretionary basis and provides ongoing financial planning and portfolio supervision.

Vincent Savio is a financial advisor at Beck Bode LLC with one year of industry experience. He holds a Series 65 designation and has worked with Beck Bode Wealth Management and Private Advisor Group, LLC. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm emphasizes fundamental analysis and proprietary Growth and Income Growth strategies, with tailored asset allocation based on client goals and risk tolerance.

Mario Encarnacion is a financial advisor at NCU Investment Solutions with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill, Bank of America, J.P. Morgan Securities, and Santander Bank. NCU Investment Solutions serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities with investment advisory and planning services. The firm uses model portfolios with a focus on fundamental analysis and long-term strategies, offering both discretionary and non-discretionary account management along with financial planning and pension consulting.

Austin Russell is a CFP® professional with three years of industry experience, currently serving at Gray Private Wealth, LLC since 2019. Prior to that, he worked at Lifetime Financial Growth and has experience with Motorcycles of Manchester and Ohio State University. Gray Private Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, pension plans, trusts, estates, corporations, foundations, and charitable organizations. The firm focuses on tailored portfolio management and comprehensive financial planning, emphasizing long-term after-tax, risk-adjusted returns through strategic asset allocations and the use of mutual funds, ETFs, separately managed accounts, and alternative investments.

Russell Botvin is a financial advisor with NCU Investment Solutions, holding Series 63 and Series 66 credentials and ten years of industry experience. He previously worked at Merrill for ten years before joining NCU Investment Solutions in 2026. NCU Investment Solutions provides investment advisory and planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses model portfolios, fundamental analysis, and long-term purchase strategies, managing accounts on both discretionary and non-discretionary bases while offering financial planning and consulting services.

Jason Weiss is a financial advisor with Byrne Financial Freedom, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Byrne Financial Freedom and LPL Financial since 2016 and was previously with Santander Securities LLC from 2012 to 2016. Byrne Financial Freedom provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a primarily long-term, fundamental analysis approach, using low-cost mutual funds, ETFs, and, when appropriate, individual securities, with ongoing portfolio monitoring, rebalancing, and tax-management strategies.

Gary Boyt is a financial advisor with NFSG Corporation in Woonsocket, RI, holding a Series 66 designation and 26 years of industry experience. He has worked at Newbridge Financial Services Group and Newbridge Securities Corporation since 2020, and previously spent nine years with Cambridge Investment Research. Outside of his advisory role, he owns and operates a tax preparation business serving individuals and small businesses. NFSG Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning for individuals, pension plans, trusts, and charitable organizations. The firm tailors portfolios based on client objectives and risk tolerance, using a blend of fundamental, technical, and cyclical analysis alongside both long- and short-term strategies.

Gregg Parker is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 credential and 28 years of industry experience. He has worked at Geneos since 2023 and previously was with American Portfolios Financial Services, Inc. and Cambridge Investment Research. Outside of his advisory role, he serves as a varsity assistant football coach at Northbridge High School. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers, using a variety of investment strategies across discretionary and non-discretionary accounts.

Ross Mcwilliams is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC. Prior to joining Dakota Wealth in 2025, he spent 13 years at GW&K Investment Management, LLC. Dakota Wealth Management provides investment advisory and wealth management services to a range of clients including individuals, trusts, retirement plans, and registered investment companies. The firm constructs customized portfolios using diversified allocations across various asset classes and employs a research process that integrates fundamental, technical, cyclical, and charting analysis.

Alyson Basso is a CFP® and ChFC® with 20 years of industry experience. She is currently an advisor at The Patriot Financial Group, LLC and Hayden Wealth Management, with prior roles at Cetera Financial Specialists, Securities America, and Santander. Outside of her advisory work, she serves on the Board of Directors for the Tri Town Council and is an adjunct faculty member for the College for Financial Planning. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a range of investment options and a due diligence process for selecting insurance and annuity products.

Brian Donovan is a financial advisor at Zacks Investment Management, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at LBMZ Securities, Inc. and Envestnet. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis, offering a wide range of strategies and serving both direct clients and third-party advisers through model portfolios and alternative funds.

Robert Macarthur is a CFP® professional with 32 years of industry experience, currently serving at ValMark Advisers, Inc. He has a history with Northwestern Mutual spanning over two decades and operates MacArthur Financial, LLC, focusing on executive benefits consulting. Additionally, he holds a non-voting shareholder position at Trove Private Wealth, where he contributes to wealth management and executive benefits advisory. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, incorporating both proprietary and third-party platforms and offering ongoing account monitoring and periodic reviews.

Joffrey Smith is a CFP® and ChFC® with 22 years of experience in financial advisory roles. He is affiliated with The Patriot Financial Group, LLC, where he has worked since 2014, and has prior experience with LPL Financial, Securities America, Inc., and Cetera Financial Specialists LLC. Outside of his financial advisory work, Smith is CEO of Concordia Exchange, Inc., an Insurtech firm focused on reducing employee group insurance costs, and holds leadership and board positions with several nonprofit organizations including the Estate and Business Planning Council of Worcester County and the Worcester Art Museum. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios according to client goals and risk tolerance using a combination of charting, fundamental and technical analysis, and may engage independent managers for portions of assets. Its services include discretionary portfolio management, retirement plan advisory, insurance product recommendations, and a formal wrap-fee program.

Paul Careau is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been affiliated with Bolton Global Capital since 2008 and Bolton Global Asset Management since 2022. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm employs an IAR-driven approach that tailors portfolios to client goals and risk tolerance, utilizing a mix of mutual funds, ETFs, equities, and fixed income with a long-term orientation and tactical flexibility.

David Mclaren is a financial advisor with The Patriot Financial Group, LLC, holding 11 years of industry experience. He is also president and CPA of McLaren and Associates, CPAs, PC, an accounting firm specializing in tax strategies, business valuations, and forensic accounting. His dual roles span financial advisory and accounting services. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a range of investment options and ongoing account monitoring.

Sean Moynihan is a financial advisor with The Patriot Financial Group, LLC, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Cetera Financial Specialists LLC, Securities America, Inc., and LPL Financial, LLC. Outside of advisory work, he serves as a national trustee for the Foundation Fighting Blindness and is also a screenwriter through his own company, Sean Moynihan, Inc. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm offers discretionary portfolio management and customizes portfolios based on client goals and risk tolerance, utilizing a range of investment options and third-party managers.

Theodore Provo is a financial advisor at The Patriot Financial Group, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Provo Wealth Management since 2017. Outside of his advisory work, he serves as a Notary Public. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employs various investment strategies including fundamental and technical analysis, and offers a range of products from mutual funds and ETFs to private equity and advisory annuities.

Daniel Montgomery is a financial advisor at Mission Wealth Management, LP, holding a Series 65 credential with two years of industry experience. Prior to joining Mission Wealth, he worked at Plante Moran Financial Advisors and has held positions at the University of Dayton, One Lincoln Park, and Kettering City Schools. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized, long-term wealth management and financial planning strategies using a diverse range of investment vehicles, including ETFs, mutual funds, individual securities, and alternative assets.

Gerald Dufault is a CFP® with 40 years of industry experience and is currently with The Patriot Financial Group, LLC. He has worked at multiple firms, including Rollover Advisory Services, LLC, Cetera Financial Specialists LLC, and Securities America Inc. In addition to his advisory roles, he is the owner of a business focused on expense management. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a mix of charting, fundamental, and technical analysis, and offers a broad range of investment options including mutual funds, ETFs, private equity, and advisory annuities.