Selim Begis

Robert Foster Jr. is the sole advisor at Plain Talk Financial Planning, LLC, holding a Series 65 designation and beginning his advisory career in 2024. He has worked at Nokia since 1984 as a Technical Support Engineer, a role that occupies the majority of his time. Plain Talk Financial Planning, LLC is a fee-only, state-registered investment adviser serving individuals and high-net-worth clients with investment management and financial planning services. The firm uses asset allocation principles and a combination of passive and active strategies, often incorporating third-party model portfolios and outside managers to implement advice.

Noah Tillinghast is a financial advisor at Callidus Capital with a Series 65 designation and experience beginning in 2022. He previously worked at Clearview Financial Strategies LLC and has a background that includes ten years in education. In addition to his advisory role, he is a licensed insurance agent selling life insurance. Callidus Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of fundamental, technical, and cyclical analysis across various security types. The firm typically manages portfolios under written discretionary authority and does not concentrate on any single security type.

Robert Salzer is a financial advisor with NAV Wealth Management LLC in Amesbury, MA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has led NAV Wealth Management since 2014. Outside of advisory work, he serves as president of the Woburn High School Scholarship Fund and is a trustee of The Tidd Home Inc., overseeing its portfolio. NAV Wealth Management LLC provides discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs modern portfolio theory and a long-term trading approach, tailoring portfolios to client risk tolerance and time horizon, and is notable for its client mix that includes charitable and corporate clients.

Mark Alaimo is a CFP® and PFS™ credentialed advisor with nine years of industry experience. He is the principal of LCW Planning and Investments, LLC and also serves as president of LCW-CPA's, Inc., a CPA firm. His prior experience includes roles at Bainco International Investors, Kestra Financial Services, Sapers & Wallack, and Twinfocus Capital Partners. LCW Planning and Investments, LLC provides discretionary investment management and financial planning services to individuals and high-net-worth clients, utilizing a portfolio approach that combines fundamental analysis with Modern Portfolio Theory and internal due diligence. The firm maintains a distinct affiliation with an accounting firm offering tax and accounting services and employs a selection-and-oversight model involving unaffiliated independent managers.

Ronald Degregorio is a CFP® and ChFC® with 51 years of experience in financial services. He is the sole advisor at Pen Facs Financial Services in Salem, NH, where he has worked since 1977 and also operates related entities focused on insurance and investment advisory services. Degregorio serves as chairman of the board of USA Hockey and is a council member of the International Ice Hockey Federation, dedicating significant time to governance and the development of hockey. Pen Facs Financial Services provides portfolio management to a small, concentrated client base including pension and profit-sharing plans, trusts, estates, corporations, and individuals. The firm uses both fundamental and technical analysis with primarily non-discretionary account management.

Roger Blundell is the sole advisor at New England Tactical Investments LLC, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, Freedom, and Interstate Arms. New England Tactical Investments LLC provides discretionary portfolio management and investment advice to individual and high-net-worth clients, employing a tactical approach that integrates technical and cyclical analysis with modern portfolio theory across various asset classes.