Thomas Labrie is a financial advisor with Westminster Financial Advisory Corp in Andover, MA, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He previously worked at Lincoln Financial Advisors for six years before joining Westminster Financial Securities in 2018. Labrie is also licensed as an insurance agent offering accident/health, disability, long-term care, life settlements, and traditional life insurance products. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes diversified, multi-asset class portfolio management with a buy-and-hold strategy complemented by tactical adjustments and employs a range of investment instruments including mutual funds, ETFs, and options.

Elizabeth Weaver is a financial advisor with Capital Analysts in Danvers, MA, holding a Series 66 designation and nine years of industry experience. She has worked at Lincoln Investment since 2017 and was involved with the Wellesley Scholarship Foundation from 2011 to 2020. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management with access to third-party managers and a proprietary mutual-fund screening process. The firm manages approximately $8.8 billion through a network of several hundred advisors and maintains a fiduciary approach with various portfolio customization options.

James Healy is a financial advisor at Gateway Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Main Street Financial Advisory LLC, Keurig Dr. Pepper, and Dunkin' Brands, Inc. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers, and manages approximately $1.25 billion in assets.

Mark Gatti is a CFP®-certified financial advisor with over 43 years of industry experience. He is currently with Novem Group and has previously worked at firms including Osaic Wealth, Inc., American Portfolios Advisors, Inc., and H.D. Vest Investment Securities, Inc. In addition to his advisory role, he owns and operates Topsfield Financial Group, a tax preparation business. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis and offers a range of portfolio management arrangements tailored to client goals and risk tolerance.

Warren Baum is a Series 63-licensed financial advisor with 34 years of industry experience. He has worked at Packerland Brokerage Services, Inc. since 2021 and previously spent nearly three decades with Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he is also a sole proprietor offering professional services in tax preparation, accounting, and legal matters as an attorney. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors. The firm provides financial planning, portfolio management, wrap-fee programs, and retirement-plan consulting, utilizing a combination of direct management and third-party money managers via the Hilltop/Hilltop-cleared Envestnet platform.

Mark Hemenway is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Lifeworks Advisors, LLC since 2023 and previously spent three years with Bankers Life Advisory Services and related entities. Prior to that, he was with Benevento Companies for 12 years. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche investment approach combined with factor-based and smart-beta strategies.

Curtis Porter is a financial advisor at First Heartland Consultants, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Heartland Capital, Inc. since 2009. Outside of his advisory role, he operates Porter Tax Preparation Services, LLC, which provides tax preparation services. First Heartland Consultants offers investment advisory and financial planning services to individuals, businesses, and employer-sponsored retirement plan participants. The firm delivers personalized asset management through various programs and employs both strategic and tactical asset allocation techniques.

Jason Mahoney is a Series 65 licensed advisor at The Patriot Financial Group, LLC with two years of industry experience. His prior roles include positions at Bank Gloucester and The Patriot Financial Group’s insurance and wealth management divisions. Outside of advising, he serves as Secretary/Treasurer for North Shore Business Networkers, a business networking organization. The Patriot Financial Group serves individuals, small businesses, and retirement plans by providing investment management, financial planning, and retirement plan advisory services. The firm constructs tailored portfolios using various asset classes and emphasizes ongoing monitoring and rebalancing to meet client objectives.

David Roth is a CFP® with eight years of industry experience, currently serving at Prosperity Capital Advisors. He has worked with C2P Capital Advisory Group and Alison Wealth Management, both d.b.a. entities related to his current firm. Outside of advising, Roth is involved in several business activities including owning and managing Breezy Day Productions, which contracts DJs and produces music and music videos, and providing tax planning and preparation services through Breezy Day Tax. He also serves as Treasurer on the board of the Wildflower Meadow Condominium Association. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

Paul Elkind is a CFA® charterholder with 23 years of industry experience. He has worked at O.N. Investment Management Company and its affiliated entities since 2014 and has been associated with Ohio National Financial Services since 2013. In addition to his advisory role, he is engaged in insurance sales, including life, health, disability, and long-term care insurance, as well as fixed and equity-indexed annuities. O.N. Investment Management Company is a SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, charitable organizations, and businesses. The firm utilizes a dual-registration model and offers both discretionary and non-discretionary investment programs.

Denise Lacause is a financial advisor at Capital Analysts with 13 years of industry experience. She holds the Series 66 designation and has been with Lincoln Investment Planning Inc since 2013. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house Investment Management & Research team that drives investment decisions using proprietary processes.

Richard Spencer Jr. is a financial advisor at Simplicity Wealth with 15 years of industry experience. He previously worked at Aegis Wealth Management, Inc., Virtue Capital Management, LLC, and Hornor Townsend & Kent Inc. In addition to his advisory role, he operates a tax preparation service and manages an insurance and annuity sales business called Develop Your College Game Plan. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside a managed account platform (TAMP) that supports third-party advisers with model portfolios, technology, and operational services.

Johnathan Breen is a CFP® with 12 years of industry experience, currently serving as a financial advisor at OneSeven. He has held advisory roles at several firms, including Raymond James Financial Services and Boston Harbor Wealth Advisors. In addition to his advisory work, Breen operates the Law Offices of Johnathan C. Breen, where he focuses on estate planning. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach using diversified portfolios with access to alternative investments and independent manager strategies.

Stanton Green is a financial advisor with Capital Analysts in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2011. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs supported by an in-house Investment Management & Research team.

Bradley Small is a financial advisor at OneAscent Financial Services LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Wells Fargo Advisors and Thrivent Advisor Network. Outside of his advisory duties, he serves as a volunteer board member for the North Shore Chamber of Commerce and founded the Solomon Fund, a charity car show benefiting nonprofit causes. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and other services, employing individualized asset-allocation strategies and utilizing various model-based and overlay management platforms.

Jeffrey Street is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with StoneX Advisors Inc., where he has worked since 2015, and also operates Street Financial Services, a financial planning and investment firm he founded in 1991. In addition to his advisory roles, he serves as a trustee for Brookmeadow Office Park, overseeing maintenance and policy decisions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies, including proprietary models and third-party managers, supported by technology platforms for portfolio implementation and tax-aware services.

Larry Vandeventer is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at La Salle St. Securities, Inc. since 1997 and has operated his own advisory business, Vandeventer & Company, since 1990. He is involved with The Salem Exchange Club, a nonprofit focused on child abuse prevention, Americanism, and community service. Lasalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.

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.

Thomas Burger is a CFP® with 54 years of industry experience, currently serving at OneSeven. His prior roles include extensive tenure at Hamilton Financial Inc. and Lincoln Financial Securities Corporation, among others. Outside of advising, he serves on the Board of Advisors for the Boston Symphony Orchestra and is Chairman of the Board for the Gloucester Cultural Civic Center. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach with diversified portfolios and utilizes both discretionary and non-discretionary arrangements.

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.