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 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.

Kevin Dick is a financial advisor at The Fiduciary Alliance with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked 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 employs a combination of fundamental, technical, cyclical, and charting analysis and offers discretionary portfolio management, estate-planning support, and business-planning reviews.

Melissa Remillard is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Santander Securities since 2012 and concurrently with Santander Bank, NA since 1995. Outside of her advisory role, she is involved in a non-investment business entity created to potentially start a gym. Santander Securities LLC provides investment advisory and related services to a diverse client base including individual investors, corporations, charitable organizations, and retirement plans. The firm offers a range of advisory programs and financial planning services, delivering investment advice primarily through a managed-account platform with discretionary management and ongoing compliance oversight.

John Halloran is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with Santander Securities since 2015 and is also associated with Santander Bank, NA. 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 a range of advisory programs and financial services, utilizing a managed-account platform with third-party investment managers and emphasizes ongoing suitability reviews and compliance oversight.

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 since 2001. 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 Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice 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 financial advisor with Consolidated Portfolio Review Corp and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 21 years of industry experience, including prior roles at Trust Advisory Group Ltd, Paramont Financial Group LLC, and Kulch Financial. Consolidated Portfolio Review is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers managed accounts, model portfolios, financial planning, and access to third-party platforms, employing a range of investment strategies tailored to client objectives.

Mark Lynch is a financial advisor with Advisory Services Network, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at Digital Federal Credit Union and LPL Financial, each for 11 years. Lynch is based in Andover, MA. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing about $8.6 billion in client assets with a range of investment strategies and implementation options.

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 Series 65-licensed advisor with Integrity Advisory Solutions and has one year of experience in the financial industry. He is also president of DeBruyckere Law Offices, PC, where he has worked since 2010. Outside of his advisory and legal work, he serves on the board of directors for Crossing Life Church. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services through a network of investment adviser representatives using individualized or model portfolios and a range of investment strategies.

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 previously worked at firms including NFP Retirement, Lion Street Advisors, and Cambridge Investment Research Advisors. Outside of her advisory role, Knight serves as vice-chair of the board of trustees for MicroSociety Academy Charter School, where she is involved in governance, strategic planning, and fundraising. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental analysis investment approach and integrates its 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.