Jennifer Moran is a CFP® with 18 years of industry experience, currently serving as an advisor at Grimes & Company since 2014. She holds the Series 65 designation and practices out of Westborough, MA. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, charitable organizations, and government entities. The firm employs proprietary research and portfolio management systems, offering customized strategies across various asset classes and specialized approaches such as allocations to independent managers and private investment funds.

Jae Song is a CFA® charterholder and holds a Series 65 license, with 12 years of industry experience. He has been with Grimes & Company, Inc. since 2011. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm offers customized investment strategies using proprietary research and portfolio management systems, and supports a range of institutional-type services such as sub-advisory roles and ERISA plan work.

Michael Maguire is a financial advisor with Grimes & Company in Westborough, MA, holding the CFP® and ChFC® designations along with Series 63 and Series 65 licenses. He has 21 years of industry experience, including long tenure at Mutual of America and prior roles at Strategic Retirement Partners. Maguire also operates as an independent insurance agent outside of his advisory work. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, charitable organizations, and governmental entities. The firm offers customized investment strategies using proprietary research and manages portfolios across various asset types, while also providing institutional services such as sub-advisory engagements and ERISA plan consulting.

Timothy Grimes is a financial advisor at Grimes & Company with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NewEdge Securities, LLC. Outside of his advisory role, he serves as a trustee managing multiple family trusts. Grimes & Company provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm offers customized investment strategies using proprietary research and portfolio management systems, and a broad range of institutional-type services including sub-advisory roles and specialized investment strategies.

John Lian is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Cambridge Investment Research, LPL Financial, and Mass Mutual Investors Services. He serves as a board trustee for the Juniper Outreach Foundation and the Fairlawn Foundation. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Sean Donovan is a CFP® with five years of industry experience. He currently works at Grimes & Company and previously held roles at Fiduciary Trust Company, BNY Mellon, and UBS Financial Services. Grimes & Company provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm offers customized investment strategies using proprietary research and portfolio management systems, and provides a broad range of institutional-type services including sub-advisory roles and specialized investment strategies.

John St Marie Jr. is a financial advisor with Capital Analysts in Worcester, MA, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been associated with Lincoln Investment Planning, Inc. since 2012 and has operated as a self-employed advisor since 1986. In addition to advisory services, 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 individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various models and third-party managers, supported by an in-house Investment Management & Research team that employs a proprietary mutual-fund screening process.

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 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 with Grimes & Company in Westborough, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Grimes & Company since 2006 and previously held positions at NewEdge Securities, LLC and The Leaders Group DBA Simplicity Investments. Grenon serves on the board of BankHometown, a mutual savings bank, providing oversight and advisory services. Grimes & Company offers discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, charitable organizations, and governmental entities. The firm develops customized investment strategies supported by proprietary research and provides a range of specialized services such as sub-advisory roles, ERISA plan administration, and integration of non-investment services.

Janelle Coulman is a CFP® with 12 years of industry experience, currently serving at Grimes & Company in Westborough, MA. She has worked at Grimes & Company since 2014 and previously spent 11 years at NewEdge Securities, LLC. Grimes & Company provides discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm offers customized investment strategies using proprietary research and portfolio management systems and supports a wide range of institutional-type clients while integrating non-investment services into its client work.

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.

Thomas Bacon is a financial advisor at Consolidated Portfolio Review Corp with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Trust Advisory Group, Ltd. and AGES Financial Services, Ltd. He has been with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC since 2025. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment process is advisor-driven and tailored to each client, utilizing strategic asset allocation alongside fundamental and technical analysis, and offers proprietary model portfolios as well as access to third-party managers.

Christopher Deeley is a CFA® charterholder with 17 years of industry experience. He has been with Grimes & Company since 2017, following prior roles at Adviser Investments, LLC and Braver Wealth Management, LLC. Grimes & Company provides discretionary investment management and financial planning to a diverse client base including individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm offers customized investment strategies using proprietary research and portfolio management systems, and it provides a range of institutional-type services such as sub-advisory roles and ERISA plan 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 financial advisor at Integrity Advisory Solutions with 11 years of industry experience. He holds a Series 65 credential and has worked previously at Abundance Financial Coaching, LLC for eight years. In addition to his advisory role, Miller has operated a law office since 1994. 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 provides portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of analytical and 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.

Andrew Jensen is a financial advisor with Eagle Strategies (NY Life) in Holden, MA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been associated with Eagle Strategies since 2017 and has prior experience at NYLIFE Securities LLC and New York Life Insurance. Outside of his advisory role, Jensen serves on the board of the Wachusett Area Chamber of Commerce and the Oriol Foundation and volunteers for local community events such as Holden Day’s. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Carlos Escobar is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Investments. Outside of his advisory role, he has experience in livestock management with Palmira Capital. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its planning approach.

Mark Smiley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with The Guardian Life Insurance Company and Park Avenue Securities since 2014, and has been with Primerica Advisors since 1999. Smiley serves on the Board of Corporators at Bay Savings Savings Bank, providing feedback on customer service. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.