Paul Careau is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been affiliated with Bolton Global Capital since 2008 and Bolton Global Asset Management since 2022. 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, retirement plans, and banks or trusts. The firm employs an IAR-driven approach that tailors portfolios to client goals and risk tolerance, utilizing a mix of mutual funds, ETFs, equities, and fixed income with a long-term orientation and tactical flexibility.

David Heather is a financial advisor at Gateway Wealth Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Householder Group Estate & Retirement Specialists and LPL Financial. Outside of his advisory roles, he is a managing partner of H&A, LLC. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Molly Welch is a CFP®, CFA®, and Series 65 registered advisor with Grimes & Company, bringing four years of industry experience. Prior to joining Grimes & Company in 2021, she worked at athenahealth for five years. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, offering discretionary investment management and financial planning. The firm uses proprietary research to build customized investment strategies across multiple asset types and offers specialized services including sub-advisory roles and a private investment vehicle.

Alexi Sacco is a financial advisor at Spire Wealth Management, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer before joining Spire Investment Partners in 2018. Outside of his advisory role, Sacco is a musician who performs at various venues in the greater Washington, DC area. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and tax-aware allocations. The firm also delivers financial planning and access to model portfolios, with several strategies managed under proprietary risk overlays through its affiliate Corbett Road Capital Management.

Gordon Thomas is a Certified Financial Planner (CFP®) with 10 years of industry experience. He is currently with Grimes & Company, where he has worked since 2021. His prior experience includes roles at MML Investor Services, Baystate Financial, and Fidelity Investments. Grimes & Company Wealth Management serves individuals and families, trusts, estates, pension and profit-sharing plans, and government entities, offering discretionary investment management and financial planning. The firm employs proprietary research and diversified strategies, including mutual funds, ETFs, individual securities, and alternative investments, and is known for its work with other investment advisers and municipal clients.

Robert Oftring is a financial advisor with Capitol Securities Management, Inc. in Worcester, MA, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Capitol Securities since 2009. Outside of his advisory role, he is a partner in a real estate development business involving the purchase, development, and management of two buildings. Capitol Securities Management serves individual investors, high-net-worth clients, institutions, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting through a combination of broker-dealer and registered investment adviser services. The firm delivers investment advice via IAR-managed programs, separately managed accounts, model portfolios, and third-party money managers.

John Kelley Jr. is a financial advisor at Capitol Securities Management, Inc. in Worcester, MA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Capitol Securities Management since 2005. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs including separately managed accounts and third-party money managers, offering tailored investment strategies through a network of adviser representatives.

Todd Herman is a CFP® professional with five years of industry experience, currently serving as an advisor at Grimes & Company. His prior roles include positions at iCapital, LLC, Kaplan College for Financial Planning, and Siharum Advisors. He is affiliated with a multi-team firm based in Westborough, MA. Grimes & Company Wealth Management provides services to individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, as well as serving as a sub-adviser to other registered investment advisers. The firm employs customized investment strategies utilizing proprietary research and diverse asset allocations, offering discretionary management and advanced financial planning options.

Emily Wood is a CFP® with 24 years of industry experience, currently serving at Grimes & Company since 2002. She previously worked at NewEdge Securities, LLC for 16 years. Wood is assistant treasurer for the New England Botanical Garden at Tower Hill and serves on the steering committee for the McNulty Women’s Institute for Women’s Leadership. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, offering discretionary investment management, financial planning, and referrals to unaffiliated professionals. The firm creates customized investment strategies using proprietary research and various investment vehicles, including mutual funds, ETFs, and third-party managers, and is noted for its work with other advisers and municipal clients.

Michael Houssan is a financial advisor with The AmeriFlex Group in Worcester, MA, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Cambridge Investment Research, Integrated Wealth Concepts, LPL Financial, and Mass Mutual Investors Services. Outside of his advisory work, he owns and operates Houssan & Ojerholm, PC, a certified public accounting firm. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering strategies through various model allocations and discretionary manager relationships.

Thomas Grimes is a CFP® with 32 years of industry experience, currently serving at Grimes & Company, where he has worked since 2003. His prior experience includes 16 years at NewEdge Securities, LLC. He is a member of the board of directors at Walpole Cooperative Bank. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, offering discretionary investment management and financial planning. The firm employs customized strategies using proprietary research and diverse asset allocations, including third-party managers and options strategies, and also acts as a sub-adviser to other registered investment advisers.

Jacob Clark is a financial advisor at ValMark Advisers, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Trove Private Wealth and WIS International. Clark also has experience assisting lead advisors with planning and data preparation at Trove Private Wealth. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing a combination of mutual funds, ETFs, and separate-account managers.

Mohammed Siddiqui is a financial advisor at Wealthcare Advisory Partners LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Trilogy Financial, and National Planning Corporation. Outside of his advisory role, he serves as president of Solution Sales Management LLC, a consulting firm focused on clean energy and transportation. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that incorporates behavioral economics and quantitative measures to construct diversified, long-term portfolios.

Lawrence Sasso is a financial advisor at Bison Wealth, LLC with over 35 years of industry experience. He holds the ChFC® designation and has worked with firms including Broker International Financial Services LLC and Tarkenton Financial. In addition to his advisory role, he serves as an adjunct professor at Quinsigamond Community College and is the Commander of American Legion Post 201. He is also a member of the Worcester State University Board of Trustees. Bison Wealth serves a diverse client base including individuals, family offices, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management along with a turnkey asset management platform for other advisers. The firm’s investment approach blends tactical and strategic allocations across liquid and private-market investments and includes option-based overlay strategies through an affiliated sub-adviser.

Laurie Littlefield is a financial advisor at Grimes & Company with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Grimes & Company since 2005, following six years at Mid Atlantic Capital Corporation. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, providing discretionary investment management, financial planning, and referrals to third-party professionals. The firm creates customized investment strategies using proprietary research and employs a range of investment vehicles, including mutual funds, ETFs, individual securities, and alternative strategies.

Claire Soja is a financial advisor with Capitol Securities Management, Inc. in Littleton, MA, holding Series 63, 65, and 66 designations and bringing 25 years of industry experience. Her prior roles include positions at Ameriprise Financial Services LLC and Winslow, Evans & Crocker, Inc. She also operates as The Wellesley Group. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and advisory services, comprehensive financial planning, pension consulting, and insurance products, utilizing a range of investment vehicles and third-party managers.

Matthew Morse is a CFA® charterholder with six years of industry experience. He is currently an advisor at Grimes & Company and has previously worked at Harmony Wealth Partners LLC, Clarendon Private LLC, Mainstone Capital Management, LLC, and Eaton Vance Investment Counsel. Outside of financial advising, he is a member of MCM Sports Partners, LLC, which is involved in sports franchise transactions. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, offering discretionary investment management and financial planning. The firm uses proprietary research to build customized investment strategies across a range of asset types and employs specialized approaches such as options and third-party long/short strategies, while also serving other advisers and municipal clients.

Caleb Procaccini is a Series 66-credentialed advisor with ValMark Advisers, Inc. in Plainville, MA, and has one year of industry experience. His prior work includes roles at Trove Private Wealth and Leigh Baldwin and Company, LLC. Outside of finance, he has involvement with youth lacrosse through the Nemasket Riverhawks. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizes proprietary and third-party platforms, and offers investment-company products and index licensing arrangements.

Zaven Yarumian is a financial advisor at IP Financial Advisory Services LLC with 10 years of industry experience. He holds a Series 66 designation and has maintained his own marketing consulting business, Z.A. Yarumian & Co., providing services to investment managers. His prior work includes roles at IP Financial Services, LLC and Innovation Partners LLC. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on customized portfolios and also provides access to third-party investment advisors while serving a broad range of non-high-net-worth individuals.

Alexander Hansen is a financial advisor at Merit Financial Advisors in Worcester, MA, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Dynasty Securities, Citigroup Global Markets, and Raymond James Financial Services. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, with oversight from a central Investment Management team and Investment Committee.