Fredric Kaplan is a financial advisor at SpiderRock Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at BlackRock, Guardian Life Insurance Company, and Park Avenue Securities. Kaplan’s career also includes roles at SMB Capital and CrossTower. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, employing systematic, technical, and rules-based processes combined with quantitative and fundamental analysis. The firm specializes in portfolio overlay and strategy management using listed derivatives alongside traditional securities and offers collateral management and over-the-counter derivatives support.

Jennifer Brennan is a financial advisor at Stratos Wealth Advisors LLC with 25 years of industry experience. She holds the Series 66 designation and has worked at UBS Financial Services for 14 years and Merrill for three years. She is also the Director of Client Services at Veritas Boston Wealth Management, an investment advisory firm. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to individual goals.

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.

Joseph Baaklini is a CFP® and Series 65-registered advisor with seven years of industry experience. He has worked at Foundations Investment Advisors LLC since 2019 and previously spent five years at Pall Corporation. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach, offering both discretionary and non-discretionary management through a large network of affiliated offices.

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.

Diane Rule is a financial advisor at The Patriot Financial Group, LLC, with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Cetera Investment Advisers LLC, Securities America, Inc., and LPL Financial, LLC. Diane also owns Rule Financial Services, an advisory business focused on financial 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 monitoring accounts through ongoing analysis and third-party managers.

Dennis Coite is a CFP® professional with 12 years of industry experience, currently serving at StoneX Advisors Inc. since 2015. He has also been affiliated with StoneX Securities Inc. since 2014 and operates Ron Coite & Associates, which offers health, life, and long-term care insurance sales as well as tax preparation services. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations through a combination of independent advisors and an in-house Private Client Group. The firm employs advisor-managed portfolios, proprietary models, and third-party money managers to serve a diverse client base.

Daniel Falcone is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 65 designation and five years of industry experience. Prior to joining Stratos Wealth Advisors in 2021, he worked at Veritas Boston Wealth Management and MFS. His background also includes roles in financial advising and technology specialization. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, third-party manager programs, and other advisory services tailored to individual goals.

Michael Patterson is a financial advisor at The Patriot Financial Group, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, Michael hosts a weekly Music Bingo night at a local brewpub and works as an Energy Advisor, assisting customers with electricity bill savings. 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, utilizing a mix of charting, fundamental and technical analysis, and may engage independent managers for portions of client assets.

Tucker Roeder is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently a partner and investment adviser representative at Fortis Capital Advisors, LLC dba LRVS Advisory Group, LLC. His prior experience includes roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc., McAdam, LLC, and VOYA Financial Advisors, Inc. 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, primarily discretionary portfolio solutions and a range of services including financial planning, retirement plan consulting, and educational workshops, utilizing a mix of passive, active, tactical, and ESG-aware investment strategies.

Kyle Bateman is a CFP® with 10 years of industry experience, currently with The Patriot Financial Group, LLC in Walpole, MA. He has worked with several firms, including Cetera Financial Specialists LLC, Securities America Inc., and LPL Financial, LLC. Bateman also holds a Series 66 license and is involved in sales of fixed insurance products as an insurance agent. 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 variety of investment options and independent managers, and offers a formal wrap-fee program alongside comprehensive financial planning and insurance services.

Louis Della Valle is a financial advisor with Dakota Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, C2C Wealth Management, LPL Financial, Osaic FA, and UBS Financial Services. He serves as treasurer and board member for a condominium association in Laconia, NH. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management to individuals, trusts, foundations, retirement plans, charitable organizations, business enterprises, and pooled investment vehicles. The firm employs a long-term, customized investment approach using fundamental, technical, and quantitative analysis, and is involved in managing pooled and private fund structures as well as acting as a sub-advisor to a registered ETF.

Gerald Robillard is a financial advisor with Virtue Capital Management, LLC, holding a Series 63 designation and 19 years of industry experience. He has worked at Virtue Capital Management since 2020 and previously held roles at Cutter Financial Group LLC and Precision Capital Management. He is also president of GJR Financial, Inc., an insurance and advisory business. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers portfolio management, financial planning, and consulting services using a mix of tactical, strategic, and dynamic investment approaches through a multi-team model.

Jack Mc Carty is a financial advisor at Coastal Bridge Advisors with a Series 65 designation and one year of industry experience. Prior to joining Coastal Bridge Advisors, he worked at One Charles Private Wealth, Loomis Sayles, and Rise Private Wealth Management. Outside of the financial sector, he has experience in the hospitality industry, including roles at 1230 Ocean Bistro and Jim's Dock. 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 and constructs diversified portfolios incorporating equities, fixed income, mutual funds, ETFs, and alternative investments.

Michael Galli is a financial advisor with The Patriot Financial Group, LLC in Walpole, MA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to joining Patriot Financial Group in 2019, he worked at Lighthouse Capital, LLC and iCapital, LLC. He is also a licensed insurance agent for health, life, and disability insurance. The Patriot Financial Group serves individuals—including high-net-worth clients—small businesses, trusts, estates, and retirement plans with investment advisory and financial planning services. The firm customizes portfolios based on client goals and risk tolerance, employing a mix of charting, fundamental and technical analysis, and may utilize unaffiliated independent managers for some client assets.

Jared Sweeney is a CFP® professional with 15 years of experience in financial advising. He is currently with Mission Wealth Management, LP and previously worked at firms including Lion Street Financial, PRW Wealth Management LLC, Morgan Stanley, and J.P. Morgan Securities. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing integrated wealth management, financial planning, and investment consulting services. The firm employs a comprehensive approach that combines investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing a blend of internal management and select third-party sub-advisors.

Mark Porter is a Certified Financial Planner® with 20 years of industry experience, currently serving at Northeast Planning Associates, Inc. since 2011. He is also affiliated with LPL Financial and holds a Series 66 license. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and retirement plans, offering modular planning engagements and access to investment management. The firm manages approximately $327.7 million in client assets and offers a subscription-based wealth management software option.

Veronica Walsh is a financial advisor at Coastal Bridge Advisors with a Series 65 credential and one year of industry experience. She has worked previously at One Charles Private Wealth Services, Blackstone, and Ironsphere. 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 and constructs diversified portfolios using a range of investment vehicles, including equities, fixed income, and alternative investments.

Heather Ankstitus is a financial advisor with United Capital Financial Advisors, holding a Series 65 designation and 12 years of industry experience. She has been with United Capital Financial Advisors since 2014. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by client-facing technology and a range of ancillary services.