Mitchell Glazier is a CFP® with 14 years of industry experience, currently serving as an advisor at Bay Colony Advisors since 2017. Prior to joining Bay Colony, he operated Glazier Financial Advisors for three years. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a fundamentally driven, long-term investment approach using diversified mutual funds, ETFs, and selective alternative investments, managing approximately $1.26 billion in client assets across about 30 advisors.

David Jaeger is a CFP® professional with 13 years of experience in the financial services industry. He has been associated with Canby Financial Advisors since 2014 and also spent time at Commonwealth Financial Network during his career. Canby Financial Advisors is an SEC-registered firm managing approximately $729 million in client assets through a five-advisor team. The firm serves retirement plans, corporations, trusts, estates, private foundations, charitable organizations, and individual accounts, employing a customized financial planning approach with a focus on long-term investment strategies.

Shawn Tesoro is a financial advisor with Prentice Wealth Management LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Prentice Wealth Management since 2013. Prentice Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, and model-subscription services, including pension consulting, divorce planning, and insurance consulting, with a focus on discretionary account management and structured model portfolios.

Pedro Silva is a financial advisor with APEX Investment Group and holds a Series 66 credential. He has 22 years of industry experience and has previously worked at Cetera Financial Specialists, Securities America, The Patriot Financial Group, and LPL Financial. Outside of advising, Silva is active as a musician, writing, performing, and recording music. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm offers discretionary investment management and comprehensive financial planning, with a focus on long-term, customized portfolios primarily using diversified mutual funds and ETFs.

Kathlyn Scheel is a financial advisor with New Harbor Financial Group, LLC in Worcester, MA, holding a Series 66 designation and 13 years of industry experience. She previously worked at Baystate Financial from 2019 to 2022. New Harbor Financial Group provides investment management, wealth management, and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios and a mix of fundamental, technical, charting, and cyclical analysis, including derivatives and options strategies, to manage discretionary accounts.

Joseph Willwerth Jr. is a financial advisor with Finivi Inc. in Westborough, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including over 27 years at Signator Investors, Inc., and currently serves as Chief Operations Officer and financial planner at AspenCross Wealth Management, Inc. He is also a part owner and president of iPolicy Brokerage, Inc., an insurance brokerage. Finivi Inc. manages approximately $258 million in client assets and serves individuals, retirement accounts, trusts, estates, charitable organizations, and business entities. The firm employs an active, core-satellite investment approach and offers comprehensive financial planning and consulting services, including specialized support for career transitioning and divorce financial analysis.

Bryan Amandolare is a CFP® professional with 26 years of industry experience. He is affiliated with Financial Foundations, Inc., where he has worked since 2004, and has prior experience at Commonwealth Financial Network over the same period. Financial Foundations provides standalone, fee-for-service financial planning to retail clients, focusing on detailed written plans covering budgeting, tax-efficient strategies, retirement, education, estate matters, and investment analysis. The firm does not manage client assets or offer wrap fee programs and includes in-house tax preparation services through an affiliated tax professional.

Benjamin Cauley is a CFP® with 10 years of industry experience. He has been with Carr Financial Group since 2022 and previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Outside of his advisory role, he is an independent agent selling life insurance and fixed annuity products through ASH Brokerage. Carr Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, offering wealth management, retirement plan consulting, and a family office practice. The firm focuses on strategic asset allocation using diversified mutual funds and ETFs, with selective use of other securities, and manages approximately $744 million in discretionary assets.

Andrew Hammond is a CFP®-certified financial advisor with 24 years of industry experience. He has worked at AAF Wealth Management, LLC since 2017 and previously spent 17 years at Fidelity Investments. Hammond holds Series 63 and Series 66 licenses. AAF Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, trusts, retirement plans, non-profits, and business entities. The firm employs a formal manager-selection process combining quantitative and qualitative analysis and offers discretionary asset management across a range of investment types.

Grigoriy Grinshteyn is a financial advisor at Cadence Wealth Management LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Cadence Wealth Management and Purshe Kaplan Sterling Investments since 2010. In addition to his advisory role, he is licensed to sell fixed insurance products, including term life, disability, and long-term care insurance. Cadence Wealth Management is an SEC-registered, team-based advisory firm serving individuals, high-net-worth families, trusts, and estates. The firm employs a long-term core asset-allocation strategy combined with tactically managed overlays using technical analysis and rule-based modeling, constructing portfolios from ETFs, mutual funds, individual securities, and option strategies.

Jason Reesey is a CFP® professional with 24 years of experience in the financial industry. He has been affiliated with Commonwealth Financial Network since 2000 and has operated Financial Foundations since 2005, where he provides financial planning and consulting services. He is also a co-owner of Financial Foundation Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and support services, including discretionary model portfolios and personalized indexing options, while providing operational, trading, compliance, and practice-management support to its affiliated advisors.

Michael Downey is a financial advisor at Cadence Wealth Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Cadence Wealth Management since 2010, as well as at Purshe Kaplan Sterling Investments since 2012. At Cadence, he serves as Vice President of Client Experience, focusing on back-office operations and advisor business tracking. Cadence Wealth Management is an SEC-registered advisory firm that provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, and trusts. The firm employs a long-term core asset allocation approach combined with tactically managed, technically driven strategies using proprietary rule-based models.

Robert Green is a financial advisor at Bay Colony Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Bay Colony Advisory Group since 2014. In addition to his advisory role, Green is a partner at Green & DiMinico, P.C., a public accounting firm specializing in accounting, tax preparation, and consulting, where he has worked since 1975. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and fiduciary services. The firm uses a fundamentally driven, long-term investment approach and offers a range of family-office and concierge services alongside its retirement-plan consulting and private-investment programs.

David Bunker is a financial advisor with Bay Colony Advisors in Concord, MA, holding Series 65 and Series 63 licenses and 28 years of industry experience. His prior roles include positions at Windsor Wealth Management, Essex Financial Advisors, and Huntwicke Securities. He serves as a trustee for multiple irrevocable trusts and is a partner in a family partnership used as an estate planning tool. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients by providing comprehensive financial planning, portfolio management, and related advisory services. The firm combines fundamental analysis with model portfolios and third-party sub-advisers, offering both family-office and institutional retirement fiduciary services alongside concierge offerings.

John Maher is a financial advisor with New Harbor Financial Group, LLC in Worcester, MA. He holds a Series 65 credential and has two years of industry experience. Prior to joining New Harbor Financial Group, he worked at Gordon Brothers LLC and held various roles at Northeastern University and The TJX Companies Inc. New Harbor Financial Group provides investment management, wealth management, and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages discretionary accounts primarily through model portfolios and utilizes a range of strategies including derivatives, options, and ETFs with digital-asset exposure.

Matthew Licata is a financial advisor at Grimes & Company with a Series 65 designation and one year of industry experience. Prior to joining Grimes & Company, he worked at Fidelity Investments and has a background that includes roles at Villanova University and involvement with the NH Tomahawks. Grimes & Company provides discretionary investment management and financial planning to individuals, families, trusts, charitable organizations, pension and profit-sharing plans, and government entities. The firm offers customized investment strategies using proprietary research and manages portfolios across a range of asset types, with a notable breadth of institutional services including sub-advisory roles and affiliated private investment funds.

Craig Shepard is a financial advisor at Impact Partnership Wealth, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Retirement Wealth Advisors, Inc. and Federal Retirement Solutions LLC, where he continues to serve as owner, manager, and president focusing on insurance and retirement income planning. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating primarily on a discretionary basis through a wrap-fee platform.

Maureen Pasciucco is a CFA® charterholder with 12 years of industry experience. She has worked at Grimes & Company, Inc. since 2013. Grimes & Company provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, as well as state and municipal government entities. The firm employs customized investment strategies across various asset types and offers a range of institutional-type services, including sub-advisory roles and affiliated private investment funds.

Brendan Shea is a CFP® professional with two years of industry experience. He currently works at Grimes & Company and previously held roles at Heritage Financial Services and FP Solutions RI. Grimes & Company provides discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, as well as state and municipal government entities. The firm employs proprietary research and portfolio management systems to create customized investment strategies and offers a range of institutional-type services, including sub-advisory work, specialized allocations, and integrated non-investment client services.

John Cataldo is a financial advisor with Bolton Securities Corporation and holds a Series 66 designation. He has 15 years of industry experience and has worked at firms including Bolton Global Asset Management, Bolton Global Capital, LPL Financial, and Integrated Wealth Concepts. Additionally, he is a licensed attorney involved with D'Ambrosio Law Offices and serves as a notary public. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, and retirement plans. The firm employs an IAR-driven approach that tailors portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical trading and rebalancing.