John St Marie Jr. is a financial advisor with Capital Analysts based in Worcester, MA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been self-employed since 1986 and has worked with Lincoln Investment Planning, Inc. since 2012. In addition to his advisory work, he is involved in the sales and service of fixed insurance products, including health insurance and annuities. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and proprietary investment strategies.

Matthew Dunn is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Foundations Investment Advisors since 2017 and has prior experience with Financial Resource Partners and Ameritas Life Insurance Corp. Dunn also operates a sole proprietorship involved in the sale of fixed life insurance and annuities. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis and offers tailored advice using model portfolios and an asymmetric rebalancing approach.

Brian Vanhouwe is a financial advisor at Pinnacle Investments, LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms including Global Investment Advisors, LLC, Essex Securities LLC, and Investors Capital Corp. Outside his advisory work, he serves as Vice President of the North Smithfield Land Trust and is involved in catering at Mickey G's Clam Shack. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion for individuals, retirement plans, trusts, estates, and institutional clients. The firm provides financial planning, portfolio management, and advisory consultations, employing both fundamental and technical analysis with diverse investment strategies and operates across multiple custodial platforms.

Brian Heffernan is a financial advisor with Northeast Planning Associates, Inc. and holds a Series 66 designation. He has 23 years of industry experience, including 19 years with LPL Financial. He is also involved in a family business as a general partner of Mahdeen Management, LLC. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements with access to investment management, managing approximately $327.7 million in client assets.

James Grenon is a financial advisor at Grimes & Company with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and NewEdge Securities. In addition to his advisory role, Grenon serves on the board of directors for a mutual savings bank and operates an independent insurance agency focused on insurance planning. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and government entities. The firm employs proprietary research and portfolio-management systems to build customized investment strategies across a range of asset types and serves other advisers as clients as well as acting as a sub-adviser.

Janelle Coulman is a CFP® and holds a Series 66 designation with 12 years of industry experience. She has worked at Grimes & Company since 2014 and previously spent 11 years at NewEdge Securities, LLC. Coulman is based in Westborough, MA. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm uses proprietary research to build customized investment strategies and also serves other investment advisers and acts as a private fund adviser.

Alfred Boutiette is a financial advisor at Consolidated Portfolio Review Corp with six years of industry experience. He also manages The Visper Group LLC, which focuses on retirement income planning using fixed annuity and life insurance products. Prior to joining Consolidated Portfolio Review Corp in 2022, he worked at The Patriot Financial Group from 2019 to 2022. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients, including high net worth individuals, trusts, estates, and retirement plans. The firm uses an advisor-driven investment process tailored to each client, combining strategic asset allocation with fundamental and technical analysis across various asset classes.

Christopher Deeley is a CFA® charterholder with 17 years of industry experience. He has been with Grimes & Company since 2017 and previously worked at Adviser Investments, Braver Wealth Management, LMCG Investments, and Munder Lee Investments. Grimes & Company provides discretionary portfolio management and financial planning to a diverse client base, including individual investors, institutions, and government entities. The firm utilizes proprietary research and portfolio-management systems to build customized strategies across a range of investment vehicles, also serving other advisers as clients and offering affiliated trustee services.

Gerard Dougherty is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at CreativeOne Wealth since 2017 and is also affiliated with Boston Independence Group, where he offers insurance products including disability, annuities, and life insurance. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies to support tailored investment solutions and ongoing portfolio management.

James Miller is a Series 65 licensed advisor at Integrity Advisory Solutions with 11 years of experience in the financial industry. Prior to joining Integrity Advisory Solutions, he operated Abundance Financial Coaching, LLC for eight years and has maintained a law practice since 1994. In addition to his advisory work, he owns a law office licensed to sell insurance and is involved in life insurance sales. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing fundamental and technical analysis along with various asset-allocation strategies.

Robert Gustafson Jr. is a CFP® professional with 21 years of industry experience, currently with Mariner Wealth since 2025. Prior to this, he worked for 17 years at Triton Financial Group, Inc. He serves as president of Advisors Choice Insurance Company, Inc. and is a board member of the City of Marlborough Retirement System. Mariner serves a broad range of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm uses discretionary, customized portfolios supported by internal research and third-party managers, and offers additional services such as Core Family Office capabilities and employer financial wellness tools.

Mark Smiley is a financial advisor at Guardian Life with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life since 1994. Outside of his advisory role, he serves on the Board of Corporators at Bay Savings Bank. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning, consulting, and proprietary investment solutions.

Christopher Tobey is a CFP®-credentialed financial advisor with 17 years of industry experience. He has worked at Carson Wealth since 2017 and held prior roles at Purshe Kaplan Sterling, Atlantic Capital Management, and LPL Financial. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm serves corporate, institutional, and high-net-worth clients through a model portfolio approach overseen by an Investment Committee, offering a range of services including discretionary asset management, financial planning, and retirement plan management.

Drew Stratton is a CFP® with 32 years of industry experience, currently affiliated with Commonwealth Financial Network and Larson, Potter, Stratton & Cote Financial. He has worked at Commonwealth since 2014 and previously was employed by IBM Corp starting in 1989. Outside of his advisory roles, Stratton is a co-owner of Stratton & Son Wealth Management, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Peter Mc Guire is a financial advisor with Eagle Strategies (New York Life) based in Franklin, MA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. He also operates McGuire and Wright Financial Group LLC, which sells New York Life products and services, and serves as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and mainly manages assets on a non-discretionary basis, working with both individual and institutional clients.

Patrick Nee is a financial advisor with Carson Wealth holding Series 63 and Series 65 designations and 24 years of industry experience. His career includes roles at Boston Retirement Group, Mass Mutual Investor Services, and Eagle Strategies. He serves as a council member for Saint Margaret Mary. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and offering tailored solutions such as Orion Custom Indexing and access to alternative investments.

David Anderson is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network since 2011, alongside his role at Financial Foundations beginning in 2015. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion to construct client portfolios with access to proprietary and third-party investment solutions.

John Galego is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 24 years of industry experience. He has previously worked at LPL Financial, Osaic FA, Inc., and Veravest Investment Advisors, Inc. Galego is involved in providing advisory services primarily through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions including proprietary and third-party platforms and employs a fiduciary-based advisory model utilizing a range of investment strategies and third-party managers.

Gregory Freeman is a financial advisor with Integrated Wealth Concepts LLC in Worcester, MA, holding a Series 66 designation and 15 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing customized portfolios with a long-term approach supplemented by shorter-term trades for rebalancing or cash needs.

Melissa Couch is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Principal Financial Services since 2020 and has prior experience with Principal Life Insurance Company, Royal Alliance Associates, Inc., and Jhfn Sii. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by third-party managers.