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.

Kevin Bilenchi is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. His prior work includes roles at Beauport Financial Services and Valmark Securities. ValMark Advisers provides investment advisory and financial planning services to individual investors, retirement plan sponsors, and institutional clients. The firm’s approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing account monitoring and rebalancing.

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.

Myranda Obara is a financial advisor at Dakota Wealth, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Dakota Wealth since 2007, including its prior iteration as Oakmont Partners, LLC. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, pooled investment vehicles, and registered investment companies. The firm constructs customized portfolios using diversified allocations and combines multiple research methodologies, managing a range of investment vehicles including a registered mutual fund and serving as sub-adviser to an ETF.

Paul Accardi is a financial advisor with Northeast Planning Associates, Inc. He holds a Series 66 credential and has 24 years of industry experience. His career includes roles at LPL Financial and Carr, Staples & Accardi. Accardi serves as a board member of Haverhill Bank. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements with access to investment management and manages approximately $327.7 million in client assets.

Justin Champlain is a CFP® professional with seven years of industry experience. He is currently with AlphaStar Capital Management and owns Champlain Financial Planning, where he also conducts insurance business as an independent agent, dedicating about 10% of his professional time to this activity. His prior experience includes roles at Arcadia Wealth Management, Arcadia Financial Group, and Brown Brothers Harriman. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs strategic and tactical investment approaches through model portfolios and advisor-directed models and supports ERISA-related plan services, operating with approximately 135 advisors and $2.5 billion in assets under management.

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.

Derek Reed is a CFP®-designated financial advisor with ValMark Advisers, Inc., where he has worked since 2004. He has 29 years of industry experience and is also a partner at Beauport Financial Services LLC. Reed has served as an adjunct professor at Gordon College, teaching portfolio construction and risk management, and is an author with an upcoming book titled *The Imperfect Storm* scheduled for release in March 2025. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios and asset allocation strategies, offering a variety of platforms and investment solutions including proprietary and third-party strategies.

Roland Ouimet is a financial advisor at Pinnacle Investments, LLC with 49 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Pinnacle Investments in 2019, he worked at Global Investment Advisors, LLC and Essex Securities LLC. He is also involved in insurance sales on a limited basis. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management, serving around 2,000 clients including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients. The firm provides financial planning, portfolio management, and advisory consultations using a range of investment methods and third-party managers.

Michelle Onorio is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She has worked at Capital Investment Advisory Services and Capital Investment Group, Inc. since 2015. Outside of advising, she serves as Vice President of the Danvers National Little League. Capital Investment Advisory Services provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, referrals to third-party managers and TAMPs, private-label model portfolios, financial planning, and portfolio reviews, with an investment process tailored to each client's objectives and risk tolerance.

Corey Scrupps is a financial advisor with Northeast Planning Associates, Inc. in Newburyport, MA. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has been with Northeast Planning Associates and affiliated with LPL Financial since 2011. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements with access to investment management and manages approximately $327.7 million in client assets.

Cynthia Deal is a CFP® with 10 years of industry experience, currently serving at Novem Group since 2014. She has worked with Topsfield Financial Group since 2006 and was affiliated with American Portfolios Financial Services Inc. from 2006 to 2024. Outside of her advisory roles, she volunteers and serves on the board of Generous Gardners, a nonprofit organization. Novem Group offers 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 uses a combination of fundamental, cyclical, and technical analysis with individualized Investment Policy Statements to guide portfolio construction.

Peter Andersen is a CFA® charterholder with 13 years of industry experience. He is affiliated with Integrated Advisors Network LLC and has worked at Andersen Capital Management since 2018, as well as having a prior role at Fiduciary Trust Co. Integrated Advisors Network is a multi-team SEC-registered investment adviser that offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative strategies, portfolio customization based on risk profiles, and frequently uses third-party sub-advisers.

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.

Luke Baxter is a financial advisor at Dakota Wealth, LLC with 14 years of industry experience. He has worked at Dakota Wealth since 2011, including its predecessor firm Oakmont Partners. Baxter holds Series 63 and Series 65 licenses. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm offers customized portfolios using diversified allocations and combines multiple research methods while serving as investment manager to a registered mutual fund and sub-adviser to an ETF.

Rene Faria Gonzalez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 credential and having one year of industry experience. Prior to joining Insigneo in 2024, he worked at StateTrust International Bank & Trust LLC and StateTrust Group for over two decades. He is also the director and sole owner of Lancaster RiskTech Services LLC, a non-securities related business that is currently inactive. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm employs a customized investment approach combining individual adviser allocations with firm-modeled portfolios, utilizing third-party macroeconomic research and diverse asset classes.

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.