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.

Gordon Thomas is a CFP® professional with 10 years of experience in the financial services industry. He currently works at Grimes & Company and has previously been employed by MML Investor Services, Baystate Financial, and Fidelity Investments. Grimes & Company provides discretionary portfolio management and financial planning for a diverse client base, including individual and institutional clients, estates, charitable organizations, pension and profit-sharing plans, and governmental entities. The firm uses proprietary research and portfolio-management systems to build customized investment strategies across various asset classes and also offers trustee services through an affiliated trust entity.

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 at Grimes & Company since 2022. His prior roles include positions at iCapital, LLC, Kaplan College for Financial Planning, and Siharum Advisors. Grimes & Company provides discretionary portfolio management and financial planning for individual and institutional clients, including estates, charitable organizations, and government entities. The firm creates customized investment strategies utilizing proprietary research and offers trustee services through an affiliated trust entity.

William Stott is a Series 65-licensed financial advisor with Marshfield Associates, where he has worked since 1990, totaling 36 years of industry experience. Marshfield Associates is a registered investment adviser managing approximately $8.12 billion for a diverse client base that includes high-net-worth individuals, state and municipal government entities, investment companies, and sovereign wealth funds. The firm employs a long-only value investment approach through a concentrated Core Value Equity Strategy and an optional Balanced Strategy that includes fixed income, emphasizing quality and a strict margin-of-safety buy discipline.

Samuel Smith is a financial advisor at AlphaStar Capital Management with two years of industry experience. He holds a Series 66 designation and has worked at firms including Advent Financial Planners, The O.N. Equity Sales Company, and Ohio National Financial Services. Outside of his advisory role, he also works as a retirement specialist involved in insurance sales. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers both model and custom investment strategies, combining strategic asset allocation with quantitative and tactical analysis, and provides services such as portfolio management, financial planning, and retirement consulting.

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 holds roles outside of her advisory work, including assistant treasurer at the New England Botanical Garden at Tower Hill and a steering committee member for the McNulty Women's Institute for Women's Leadership. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including charitable organizations and government entities. The firm uses proprietary research to build customized investment strategies across a range of investment vehicles and also offers trustee services and sub-advisory arrangements.

Gonzalo Canelas is a financial advisor at Bolton Securities Corporation with 16 years of industry experience. He holds the Series 66 designation and has worked at Bolton Global Asset Management and Bolton Global Capital since 2020, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as a trust protector on a trust established in Switzerland. 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 customizes portfolios based on client goals and risk tolerance, using a mix of mutual funds, ETFs, equities, and fixed-income securities with a generally long-term focus while allowing tactical adjustments.

Kassandra Santana is a Series 66-licensed advisor at Bolton Securities Corporation with nine years of industry experience. She has been with Bolton Global Capital since 2016 and joined Bolton Global Asset Management in 2026. Outside of finance, she was involved with ELCO Cleaning and Disinfecting for two years. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized wealth management using a variety of investment vehicles and emphasizes a primarily long-term investment approach.

Felton Messina is a financial advisor at Bolton Securities Corporation with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Bolton Global Asset Management since 2018 and Bolton Global Capital since 2015. 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. The firm’s approach combines internally managed portfolios and third-party managers, focusing on tailored investment strategies with a generally long-term orientation while allowing tactical adjustments.

Cesar Colis Vidal is a Series 66-licensed financial advisor with Bolton Securities Corporation, based in Wellesley, MA, and has 16 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2015. In addition to his advisory role, he owns and operates New York Investment Solutions, LLC, a securities and advisory business. 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, and corporations. The firm’s approach emphasizes tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical adjustments.

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®-certified financial advisor with 33 years of industry experience, currently practicing at Grimes & Company in Westborough, MA. He has worked with NewEdge Securities and has been active in his own advisory practice since 1991. Grimes serves on the board of directors of Walpole Cooperative Bank. Grimes & Company provides discretionary portfolio management and financial planning services to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and governmental entities. The firm offers customized investment strategies and also serves other advisers as clients, combining advisory services with affiliated trustee and financial offerings.

William Dow is a financial advisor with Bolton Securities Corporation and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has been with Bolton Securities since 2006. Dow is also co-owner and managing director of Dow Capital Management, LLC, an investment advisory business. 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’s approach involves tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a generally long-term orientation and access to third-party managers and wrap-fee platforms.

Brett Kubiak is a financial advisor at Capital Analysts with four years of industry experience and a Series 66 designation. Prior to joining Capital Analysts and Lincoln Investment in 2023, he worked at Cambridge Investment Research and Cetera Advisor Networks. In addition to his advisory role, Kubiak has served with the Worcester Police Department since 2016. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a network of independent advisors and its in-house investment management team.

Laurie Littlefield is a financial advisor at Grimes & Company with 29 years of industry experience. She has been with Grimes & Company since 2005 and previously worked at Mid Atlantic Capital Corporation from 2011 to 2017. Laurie holds Series 63 and Series 65 designations. 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 and portfolio-management systems to build customized investment strategies across various asset types and serves other advisers as well as state and municipal clients.

David Laliberte Jr. is a financial advisor at Vanderbilt Advisory Services with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2016. Outside of his advisory role, he is involved in fixed and indexed annuity sales, health insurance sales, and annuity and life insurance sales through his sole proprietorships. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services with an investment process that combines fundamental, technical, and charting analysis and integrates retirement-plan and benefits firms to support pension consulting and plan administration.

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, Eaton Vance Investment Counsel, and Baldwin Wealth Partners, LLC. Outside of his advisory work, he is a member of MCM Sports Partners, LLC, a business involved in sports franchise transactions. 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 utilizes proprietary research and portfolio-management systems to create customized investment strategies across various asset classes and also offers trustee services and sub-advisory arrangements.

Thomas Holubiak is a financial advisor at Bolton Securities Corporation with 12 years of industry experience. He holds the Series 66 designation and has worked at Bolton Securities Corp and Bolton Global Capital since 2017, following five years at Commonwealth Financial Network. He is also licensed to offer life, health, and disability insurance products as an insurance broker. 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. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, combining long-term strategies with tactical trading and rebalancing.