Colin March is a financial advisor at Santander Securities LLC with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Santander Bank, NA, Bristol County Savings Bank, and Northeast Alternatives, Inc. 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 provides investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products.

Elizabeth Vallone is a financial advisor at Bay Colony Advisors with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Bay Colony Advisors since 2015. Vallone is also an independent insurance agent with Essential Asset Management, LLC. Bay Colony Advisors serves individual investors across the wealth spectrum, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning and portfolio management. The firm combines fundamental analysis with access to model portfolios and third-party sub-advisers and provides family-office and concierge services alongside institutional retirement fiduciary offerings.

Owen Imparato is a financial advisor at SHP Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at SHP Financial, LLC, Gwfs Equities, Inc., and Empower Retirement. Outside of finance, he has worked with the Boston Red Sox in ballpark operations and event security. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension plans, charities, and corporations. The firm also serves other advisers by acting as a sub-adviser and licensing model portfolios, using a long-term investment approach guided by fundamental, cyclical, and modern portfolio theory.

Peter Thorbahn is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 41 years of industry experience. His prior work includes roles at Moors & Cabot, Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Perpetual Financial. He is also an insurance agent involved in selling annuities and life insurance on a commission basis. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, employing various strategies tailored to client objectives and risk tolerances.

Erik Wallin is a financial advisor at Coastal Bridge Advisors with 22 years of industry experience. He holds a Series 66 designation and previously worked for Purshe Kaplan Sterling Investments and One Charles Private Wealth, where he served as managing partner. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans, employing a goal-based, fundamental analysis approach with diversified portfolio construction.

Michael Bagni is a Series 65-licensed financial advisor at SHP Wealth Management, LLC with one year of industry experience. His prior roles include positions at SHP Financial, LLC and Morgan Stanley, as well as work outside the financial sector at Partners Hospitality and Haverty & Feeney Attorneys at Law. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension plans, charities, corporations, and other investment advisers. The firm customizes Investment Policy Statements for clients and employs a long-term trading approach using fundamental, cyclical, and modern portfolio theory.

Mark Kenney is a CFP®-credentialed financial advisor with 15 years of industry experience. He has worked at SHP Wealth Management, LLC since 2017 and previously held roles at Bank of America and Merrill. In addition to his advisory role, Kenney provides insurance services through SHP Financial. SHP Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm customizes Investment Policy Statements for clients, employs a mix of fundamental, cyclical, and modern portfolio theory, and takes discretionary authority for trading with a long-term investment approach.

Alina Osokhovska is a CFP® professional with three years of industry experience. She is currently with SHP Wealth Management, LLC and has prior experience at Crestwood Advisors, Beacon Financial Planning, and First Citizens Federal Credit Union. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm customizes investment policies and employs a combination of fundamental, cyclical, and modern portfolio theory with a long-term trading orientation.

Patrick Lawler is a CFP® professional with 14 years of industry experience. He is currently with Fortis Capital Advisors, LLC dba LRVS Advisory Group, LLC and has previously worked at Purshe Kaplan Sterling Investments, McAdam, LLC, and VOYA Financial Advisors, Inc. Lawler is co-owner and partner of LRVS Advisory Group and also provides fixed insurance advice. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, and institutional clients. The firm offers customized portfolio management and financial planning, utilizing a range of strategies including passive, active, tactical, and ESG-aware approaches, with access to third-party sub-advisors and cash management solutions.

Stephen Daglio is a financial advisor at Bay Colony Advisors with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bay Colony Advisors since 2015. In addition to his advisory role, he operates as an independent insurance agent. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other instruments, managing approximately $1.26 billion in client assets across about 30 advisors.

Adam Sousa is a financial advisor at Coastal Bridge Advisors with a Series 65 designation and one year of industry experience. His background includes roles at One Charles Private Wealth and several educational institutions. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to build diversified portfolios and offers specialized advisory services including retirement plan consulting and HSA investment management.

James Sferrazza is a financial advisor at SHP Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at North Easton Savings Bank and SHP Financial. In addition to his advisory role, he is an Insurance Agent at SHP Financial, LLC. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, and corporations. The firm also supports other investment advisers by acting as a sub-adviser and licensing model portfolios and research to unaffiliated RIAs, using a customized Investment Policy Statement and a long-term trading orientation.

Laura Russo is a Series 65-licensed financial advisor with SHP Wealth Management, LLC, based in Plymouth, MA. She has two years of industry experience, including previous roles at Bank of America (US Trust) and Boyd and Boyd PC. Laura has been associated with SHP Financial since 2018. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, and corporations. The firm also serves other investment advisers as a sub-adviser and licenses model portfolios and research to unaffiliated RIAs, using a customized Investment Policy Statement and a long-term, fundamental investment approach.

Thomas Burke Jr. is a financial advisor with Kovack Advisors, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, Infinex Investments, Inc., and South Shore Bank. Outside of his advisory work, he serves as a board member of the Hanover Chamber of Commerce and works as a high school hockey official. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, utilizing an Envestnet-supported workflow to manage portfolios through a combination of internally created models, third-party managers, and both model-based and advisor-managed solutions.

Daryl Marsden is a financial advisor at Stratos Wealth Advisors LLC with a Series 65 credential and three years of industry experience. His prior work includes a 15-year tenure at BNY Mellon and a role at Veritas Boston Wealth Management. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, offering customized financial planning and portfolio management through a network of 71 advisors organized in multiple teams. The firm utilizes both discretionary management and third-party managers to tailor services to client goals.

David Tonaszuck is a financial advisor at Global View Capital Management LLC with seven years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His career includes roles at New York Life Insurance Company, Trend Recon, LLC, SimSpace Corporation, Whittridge Associates contracting for State Street Corp., and LPL Financial. Global View Capital Management serves individuals, trusts, corporations, and retirement plan participants by providing investment advisory and financial planning services. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research from its affiliate, AdvisorGuide, LLC.

Jacob Waldman is a financial advisor with Fortis Capital Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at multiple firms including Purshe Kaplan Sterling Investments, McAdam LLC, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and VOYA Financial Advisors. Waldman also provides insurance advice through a fixed insurance agent role. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized discretionary portfolio management alongside financial planning and consulting, employing a range of passive, active, tactical, and ESG-aware strategies and utilizing third-party sub-advisors and specialist approaches.

Marc Instrum is a CFP® professional with 13 years of experience in financial planning and wealth management. He is currently with Fortis Capital Advisors, LLC and has prior experience at PURSHE KAPLAN STERLING INVESTMENTS, Inc., McAdam, LLC, and VOYA Financial Advisors, Inc. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized discretionary portfolio management, financial planning, retirement plan consulting, and educational workshops, utilizing a mix of passive, active, tactical, and ESG-aware strategies alongside third-party sub-advisors.

Blair Breton is a financial advisor with Eagle Strategies (NY Life) based in Norwell, MA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been affiliated with New York Life and its related entities since 2003 and operates additional business activities under Creative Wealth Solutions and Insurance Services, LLC and Keith, Meadows & Dunn, LLC, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services primarily on a non-discretionary basis through a large network of affiliated advisors. The firm integrates insurance and annuity products within its advisory offerings and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Joseph Admirand is a financial advisor at Voya Financial Advisors, Inc. in Hanover, MA, with three years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at Fidelity Investments. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients through a large network of investment adviser representatives. The firm combines in-house and external strategists with technology-enabled tools to implement client recommendations, offering both discretionary and non-discretionary account management.