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.

Owen Imparato is a financial advisor at SHP Wealth Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his advisory roles, he worked in ballpark operations and security for the Boston Red Sox. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and subadvisory services to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm employs a disciplined investment process combining fundamental and cyclical analysis with modern portfolio theory and offers tailored model portfolios for third-party advisers.

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. He has worked at Moors & Cabot since 2011 and joined Advisory Services Network in 2025. Outside of his advisory role, he is an insurance agent selling annuities and life insurance on a commission basis and is the owner and managing member of Thorvest LLC, a service company for business expenses. 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, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets across various investment strategies and fee structures.

Michael Bagni is a Series 65-licensed financial advisor at SHP Wealth Management, LLC with less than one year of industry experience. His prior work includes positions at Morgan Stanley and SHP Financial, LLC. SHP Wealth Management is a multi-advisor registered investment adviser managing approximately $1.9 billion for individual and institutional clients. The firm provides portfolio management, financial planning, pension consulting, and subadvisory services, employing a disciplined investment approach that includes long-term trading and multiple analytical methods.

Mark Kenney is a CFP® with 15 years of industry experience, currently serving as an advisor at SHP Wealth Management, LLC since 2017. He previously worked at Bank of America and Merrill. Kenney also provides insurance services through SHP Financial. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and subadvisory services to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm employs a disciplined investment process combining fundamental and cyclical analysis with modern portfolio theory, tailoring strategies to client risk profiles and time horizons.

Alina Osokhovska is a CFP® professional with two years of industry experience. She is currently with SHP Wealth Management, LLC and previously worked at Crestwood Advisors and Beacon Financial Planning. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and subadvisory services to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm’s investment approach combines fundamental and cyclical analysis with modern portfolio theory, tailoring strategies to client risk profiles and time horizons.

Patrick Lawler is a CFP® with 13 years of industry experience, currently serving as an advisor at Fortis Capital Advisors, LLC. He has previously worked at Purshe Kaplan Sterling Investments and McAdam, LLC. Lawler is a partner and co-owner of LRVS Advisory Group, LLC, where he provides financial planning and wealth management services. Fortis Capital Advisors offers investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, and institutional clients. The firm focuses on customized portfolio construction and ongoing monitoring, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

James Sferrazza is a financial advisor at SHP Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at North Easton Savings Bank and SHP Financial. In addition to his advisory role, he is also an insurance agent at SHP Financial, LLC. SHP Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, educational seminars, and subadvisory/model-portfolio services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment process incorporates fundamental and cyclical analysis, modern portfolio theory, and a long-term trading orientation, with client accounts reviewed at least quarterly.

Laura Russo is a financial advisor at SHP Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked at SHP Financial since 2018, following prior roles at Bank of America (US Trust) and Boyd and Boyd PC. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and subadvisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment process combines fundamental and cyclical analysis with modern portfolio theory and emphasizes customized Investment Policy Statements and regular account reviews.

Thomas Burke Jr. is a financial advisor at Kovack Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors Corporation and Infinex Investments, Inc. Outside of his advisory role, he serves as a board member of the Hanover Chamber of Commerce and works as a high school hockey official. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, and pension plans. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers financial planning, and manages held-away retirement accounts via an account aggregation service.

Daryl Marsden is a financial advisor at Stratos Wealth Advisors LLC with a Series 65 credential and two years of industry experience. He previously worked at BNY Mellon for 15 years and spent time at Veritas Boston Wealth Management in 2023. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans. The firm offers investment management, financial planning, and insurance consulting through a network of independent advisory representatives, utilizing both bespoke and model portfolios as well as affiliated and third-party subadvisers.

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. Prior to joining Global View Capital Management, he worked at New York Life Insurance Company and Trend Recon, LLC, among other firms. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm uses algorithmic research and technical signals to guide investment selection and offers a range of managed account options, including a low-cost, ETF-only platform.

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 firms including Purshe Kaplan Sterling Investments, Inc, McAdam LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Waldman also provides insurance advice based on client needs. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm employs a mix of discretionary management, advisor-specific investment styles, and model portfolios using passive, active, tactical, and blended strategies, including ESG options.

Stephen Dellelo is a financial advisor at Prosperity Capital Advisors with 34 years of industry experience. He holds the ChFC® designation and has worked at NEXT Financial Group, Inc. for 18 years before joining Prosperity Capital Advisors. He is also the owner of Retirement Income Strategies, LLC d.b.a. Dellelo Wealth Management and the President of Shovel Town Tax, LLC, which offers tax preparation services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, corporate clients, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and offers a range of advisory and intermediary services.

Marc Instrum is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Fortis Capital Advisors, LLC. His prior experience includes roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and McAdam, LLC. He also provides insurance advice tailored to client needs as part of his professional activities. Fortis Capital Advisors offers investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm focuses on customized portfolio construction and ongoing monitoring, managing accounts primarily on a discretionary basis through a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Blair Breton is a financial advisor with Eagle Strategies (NY Life) based in Norwell, MA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with firms including Creative Wealth Solutions and Insurance Services, LLC, Keith, Meadows & Dunn, LLC, Nylife Securities, and New York Life Insurance Company. Outside of advisory roles, he is engaged in insurance brokering and property & casualty sales through affiliated entities. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types and manages a significant portion of assets on a non-discretionary basis, working extensively with plan sponsors and retirement investors.

Ronald Goodman is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at Integrated Wealth Concepts since 2017 and previously at Lincoln Financial Advisors from 2014 to 2017. Goodman is also a partner in Goodman & Goodman LLC, a CPA affiliate program that he has been involved with since 2004. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing a long-term investment approach combined with tailored portfolios.

Otto Schleinkofer is a financial advisor with Integrated Wealth Concepts LLC, holding one year of industry experience. He also serves as a principal at Fernandes & Charest P.C., a CPA firm. Prior to joining Integrated Wealth Concepts, he worked at Clifton Larson Allen for five years. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing both internally managed and third-party strategies with a focus on long-term portfolio construction and customized solutions.

Bernard Mensah is a financial advisor with Transamerica Financial Advisors, holding the PFS™ designation along with Series 63, 65, and 66 licenses. He has five years of industry experience and has worked at various firms, including Citizens Securities Inc. and Pruco Securities LLC. He is also the owner and director of Tax Express Group, a tax preparation business operating since 1999. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services through proprietary and third-party model portfolios, with programs that include discretionary and non-discretionary management options. The firm operates as both a registered broker-dealer and a registered investment adviser, supporting individual and institutional clients with a wide range of investment and retirement solutions.

Joseph Admirand is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 66 registrations and has prior experience at Fidelity Investments. Voya Financial Advisors, Inc. serves a wide range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through various program structures emphasizing recommendation-based, non-discretionary client relationships.