Naim Cukovic is a financial advisor at Santander Securities LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Private Client Wealth LLC, TD Bank N.A., and TD Waterhouse Investor Services Inc. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning. The firm supports individual investors, ERISA and IRA accounts, and institutional entities, delivering investment management primarily via the FMAX wrap-fee platform with third-party discretionary managers.

Charles Roberts is a Certified Financial Planner® with 24 years of industry experience. He is affiliated with Founders Financial Securities LLC and Dreambridge Financial, where he also works as an insurance agent involved in the sale of fixed financial products. He has been with Founders Financial Securities since 2013 and Dreambridge Financial since 2015. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms, including managed portfolios and co-advised private wealth solutions, and supports advisory representatives with due diligence and oversight while allowing a range of management styles and niche services such as 1031 exchange consulting.

Mark Lasyone is a financial advisor at MissionSquare Retirement with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with ICMA Retirement Corporation, now MissionSquare Retirement, since 2001. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services. The firm provides Guided Pathways Advisory Services, including discretionary Managed Accounts and nondiscretionary Fund Advice, using investment models developed by Morningstar Investment Management.

Amanda Marton is a financial advisor at AlphaStar Capital Management with one year of industry experience. She holds a Series 65 credential and has held roles at Grimard Marton Wealth, Grimard Marton Financial Group, and CrossCountry Mortgage, among others. Outside of financial advising, she owns a travel agency franchise and is involved in independent insurance sales. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management using strategic asset allocation combined with quantitative and momentum-based analysis, and serves other RIAs through subadvisory and platform services.

Jonathan Dick is a financial advisor with The Fiduciary Alliance, holding a Series 65 credential and three years of industry experience. He has worked at The Fiduciary Alliance and Dick Insurance Agency since 2020, and previously held roles in the biopharmaceutical sector and at the University of Rhode Island. In addition to his advisory role, he is involved with the Dick Insurance Agency as an agent and account executive. 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 multi-divisional structure with a network of representatives, offering client-specific investment strategies that combine fundamental, technical, cyclical, and charting analyses alongside third-party manager allocations.

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.

Cynthia Deal is a CFP® professional with 11 years of experience in financial advising. She has worked at Novem Group since 2014 and has been involved with Topsfield Financial Group since 2006. Cynthia serves as a volunteer and board member for Generous Gardners, a nonprofit organization. Novem Group provides portfolio management and financial planning services to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a variety of investment strategies and offers discretionary account management as well as access to third-party money managers.

Mark Lynch is a Series 66-licensed financial advisor at Advisory Services Network with 23 years of industry experience. His prior roles include positions at Merrill, LPL Financial, and Digital Federal Credit Union. He has been with Advisory Services Network since 2023. Advisory Services Network provides a range of investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent adviser representatives. The firm employs diversified investment strategies tailored to clients’ objectives and offers flexible engagement models, including discretionary and non-discretionary management.

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.

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.

Daniel De Bruyckere is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and two years of industry experience. He is also the president of DeBruyckere Law Offices, PC, where he has worked since 2010, focusing on supervising attorneys and client estate planning. Outside of his advisory and legal work, he serves as a board member of Crossing Life Church. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors and manages about $1.1 billion in client assets. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and client referral services, using a combination of fundamental and technical analysis, asset allocation frameworks, and third-party platforms.

Gavin Ugone is a financial advisor with Novem Group in Topsfield, MA, holding a Series 65 credential and five years of industry experience. His prior experience includes roles at American Portfolios Financial Services, Inc. and American Renal Associates. He is also involved as an employee with Topsfield Financial Group. Novem Group provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a range of investment strategies and offers discretionary management with regular account monitoring.

Robert Korbey is a financial advisor with Founders Financial Securities LLC, holding a Series 63 credential and 21 years of industry experience. His prior work includes five years at Equity Services, Inc., and over 29 years operating his own CPA and accounting practice, where he provides tax preparation, bookkeeping, and consulting services. He also serves as treasurer for the Armenian Apostolic Church at Hye Pointe. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement consulting through a variety of advisory programs and third-party partnerships.

Nicholas Gorton is a financial advisor with Fortis Capital Advisors, LLC, holding one year of industry experience. He also serves as an accountant at Gorton & Company, P.C., an accounting firm he has been with since 2015. Fortis Capital Advisors provides portfolio management, financial planning, retirement-plan consulting, and educational workshops to individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm employs a mix of discretionary management, advisor-specific investment styles, and model portfolios, including ESG options, while managing $1.615 billion in discretionary assets as of December 31, 2025.

James Baga is a financial advisor at VestGen Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Huntwicke Securities, Huntwicke Advisors, Sentinel Pension Advisors, and Fidelity. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base that includes individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction and manages approximately $6.66 billion in assets.

Alla Cootey is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Santander Securities and its affiliated entities since 2002. 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 various wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and centralized client support.

Theresa Timmerman is a financial advisor at Vanderbilt Advisory Services with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vanderbilt Advisory Services since 2017, following a two-year tenure at Financial West Group. Outside of advisory work, she is a medical technologist at Elliot Hospital Satellite Lab in Londonderry, NH. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach that integrates fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Timothy Porter is a CFP® with 24 years of industry experience, currently serving at First Heartland Consultants, Inc. since 2009. He has worked at Gemini Services since 2001 and is involved in tax preparation services through his own firm, Porter Tax Preparation Services, LLC. Porter also serves as a member of the Londonderry School Board. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program, employing a range of portfolio management techniques and providing ongoing client reviews.

David Clark is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC since 2022. His prior experience includes roles at Mass Mutual Investors Services and Bts Securities Corporation. Outside of his advisory work, he is involved in a small business selling body products at event markets and holds insurance agent licenses with various companies. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

Cynthia Pellegrino is a financial advisor at Exodus Wealth, LLC with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been affiliated with Prosperity Wealth Management, Inc. and Fortune Financial Services, Inc. since 2017. In addition to her advisory roles, she is involved in insurance services through Cynthia Pellegrino Insurance Services and partners in a tax preparation and consulting business, Symmetry Financial LLC. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans by providing asset management, financial planning, and consulting services. The firm employs a tailored investment approach with discretionary portfolio management and periodic rebalancing, utilizing a variety of securities and analysis methods.