John Maher is a Series 65-licensed financial advisor with New Harbor Financial Group, LLC in Worcester, MA, with two years of industry experience. His prior work includes roles at Gordon Brothers LLC and The TJX Companies Inc. New Harbor Financial Group is a team-based registered investment adviser serving individuals, trusts, estates, charities, and business entities with discretionary and non-discretionary investment management and financial planning. The firm utilizes a blend of fundamental, technical, and cyclical analysis across various asset classes and employs options strategies and digital asset ETFs in certain cases.

Matthew Licata is a financial advisor at Grimes & Company with a Series 65 designation and one year of industry experience. Prior to joining Grimes, he worked briefly at Fidelity Investments and has experience in educational and sports-related roles. Grimes & Company provides discretionary portfolio management and financial planning to a range of individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm employs proprietary research and portfolio-management systems to build customized investment strategies across various asset classes and also serves other advisers and sub-advisory clients.

Gregg Parker is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 credential and 28 years of industry experience. He has worked at Geneos since 2023 and previously was with American Portfolios Financial Services, Inc. and Cambridge Investment Research. Outside of his advisory role, he serves as a varsity assistant football coach at Northbridge High School. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers, using a variety of investment strategies across discretionary and non-discretionary accounts.

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 and Series 65 license holder with 12 years of experience in the financial industry. She has been with Grimes & Company, Inc. since 2013. Grimes & Company provides discretionary portfolio management and financial planning to a diverse client base including individuals, institutions, estates, and government entities. The firm emphasizes customized investment strategies using proprietary research and serves other investment advisers as clients, while also offering affiliated trustee services.

Brendan Shea is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Grimes & Company. Prior to joining Grimes & Company in 2026, he worked at Heritage Financial Services for four years and FP Solutions RI for one year. He began his career after graduating from Bryant University and has experience that spans advisory roles in different firms. 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 employs proprietary research and portfolio-management systems to build customized investment strategies across mutual funds, ETFs, individual securities, and private funds, and also serves other investment advisers as clients and acts as a sub-adviser.

John Cataldo is a financial advisor with Bolton Securities Corporation who holds a Series 66 designation and has 16 years of industry experience. His work history includes roles at Bolton Global Asset Management, Bolton Global Capital, LPL Financial, Integrated Wealth Concepts, and D'Ambrosio Law Offices. He is also a licensed attorney with a part-time legal practice and serves as a notary public. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized wealth management through a network of independent advisers, utilizing mutual funds, ETFs, equities, and fixed-income securities with a primarily long-term investment approach.

William Kriz Pakciarz is a CFA® charterholder with seven years of industry experience. He is employed by Bolton Global Asset Management and Bolton Global Capital since 2019 and serves as director of Sun Partners S.A. and Sun Partners Uruguay S.A., a foreign investment advisory firm licensed by the Central Bank of Uruguay. Outside of his advisory roles, he owns Violesan, a company based in Uruguay that provides economic consulting services. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management and financial planning through a network of independent advisers, emphasizing a long-term investment approach with a broad range of strategies and investment vehicles.

Matthew Palmgren is a financial advisor with Capital Analysts in Worcester, MA, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Lincoln Investment Planning, Raymond James and Associates, and Fidelity Investments Institutional Services. He serves on the board of Rutland Youth Soccer, engaging with the local youth soccer community. Capital Analysts provides investment and retirement planning services to individual and institutional clients, offering both discretionary and non-discretionary portfolio management through a nationwide network of independent advisors and in-house teams.

David Ojerholm is a financial advisor with The AmeriFlex Group in Worcester, MA, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Cambridge Investment Research, LPL Financial, and MassMutual. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a large network of advisory affiliates. The firm offers customized portfolio management and financial planning services, utilizing model asset allocations and discretionary manager relationships with ongoing account monitoring.

Jordan Letendre is a CFP® professional with 15 years of experience in financial advising. He has worked at Grimes & Company since 2014 and previously at Boston Hill Advisors from 2011 to 2014. He is a member of the Financial Planning Association of Massachusetts and serves on the Investment Committee at St Joseph's Abbey. 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 builds customized investment strategies using proprietary research and offers trustee services and sub-advisory roles for other investment advisers.

Philippe Grenier is a financial advisor at Bolton Securities Corporation with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bolton Securities since 2009 and at Delta Equity Services Corp since 2001. Bolton Global Asset Management provides asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm uses an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, combining long-term strategies with tactical trading and rebalancing.

John Gentry is a CFP® professional with 18 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. He previously worked at Twelve Points Wealth Management, Asset Strategy Advisors, LLC, and Global Retirement Partners, LLC. Outside his advisory role, he volunteers on investment committees and as a trustee for regional United Church of Christ endowments and consults on product design and market segmentation for financial wellness software. RMR Wealth Builders, Inc. is a multi-team SEC-registered advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, retirement plan services, sub-advisory services, and educational seminars, with a range of specialty advisory options including annuity management and digital asset programs.

Kevin Grimes is a CFP® and CFA® with 28 years of experience in financial advising. He has been with Grimes & Company since 1999 and worked at Mid Atlantic Capital Corporation from 2017 to 2021. He serves as a board member for the charitable organization North Hill. Grimes & Company provides discretionary portfolio management and financial planning to individuals, institutions, and other investment advisers. The firm builds customized investment strategies using proprietary research, offering a range of investment vehicles while also providing trustee services through an affiliated trust entity.

Gregory Mistovich is a financial advisor at Vanderbilt Advisory Services with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vanderbilt since 2016. Outside of his advisory role, he is the owner of a fixed insurance sales business. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and integrating retirement-plan consulting with advisory services.

Eric Zine is a CFP® professional with 27 years of industry experience, currently affiliated with Bolton Securities Corporation. He has been associated with Delta Global Asset Management and Delta Equity Services since 2009. In addition to his financial advisory work, he is an attorney operating his own law practice, the Law Office of Eric P. Zine, spending approximately 15 hours per month on legal activities outside of trading hours. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, and charitable organizations. The firm delivers customized wealth management through a network of independent advisers, employing a range of portfolio strategies primarily involving mutual funds, ETFs, equities, and fixed income.

Mitchell Scanlon is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and two years of industry experience. He has worked at Bolton Global Asset Management since 2025 and Bolton Global Capital since 2024. Prior to his advisory career, he spent four years at the University of Massachusetts - Amherst and four years at Nashoba Regional High School. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, as well as banks, trusts, estates, and charitable organizations. The firm delivers customized wealth management through a network of independent advisers, utilizing various investment vehicles and emphasizing a primarily long-term approach with flexibility for shorter-term strategies.

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 financial advisor at Grimes & Company with CFP®, CFA®, and Series 65 designations and five years of industry experience. Prior to joining Grimes & Company in 2021, she worked at athenahealth from 2016 to 2021. 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 builds customized investment strategies using proprietary research and portfolio-management systems, and it also offers trustee services and acts as a sub-adviser to other investment advisers.

Donald Gaskell is a financial advisor at Verus Capital Partners, LLC with 43 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior experience includes roles at Capitol Securities Management and William F. Sullivan Financial Services Inc. Outside of his advisory work, Gaskell is involved with Sullivan Insurance Group, Inc., an agency selling life and disability insurance products. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical investment approach with strategic asset allocation and offers customized portfolios aligned with client objectives, risk tolerance, and tax considerations.