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.

Christopher Bourdeau is a financial advisor at Bolton Securities Corporation with 15 years of industry experience. He holds the Series 66 designation and has been with Bolton Securities and Bolton Global Capital since 2014. 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’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, combining long-term orientation with tactical trading and rebalancing.

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.

Joseph Macmunn is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at several firms including LifePro Asset Management and AE Wealth Management, and has owned College Funding Solutions Inc. dba Macmunn Financial Management, which specializes in college expense financial planning. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional entities and offers advisory services that include financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, along with technology and operational solutions for other advisers.

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.

Jennifer Siraco is a CFP® and holds a Series 66 license with five years of industry experience. She currently works at Prosperity - An EisnerAmper Company and previously held roles at Mass Mutual and Minnesota Life Insurance Company. Prior to entering the financial industry, she worked at Walnut Street Center for 18 years. Prosperity - An EisnerAmper Company serves individuals, high-net-worth clients, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and consulting services. The firm manages approximately $5 billion in client assets, emphasizing asset allocation and diversification through both discretionary and non-discretionary management often in partnership with third-party independent managers and technology platforms.

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.

Michael Pansovoy is a financial advisor with Bolton Securities Corporation and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including over 20 years with Bolton Global Asset Management and Bolton Global Capital. Outside of his advisory work, he owns and operates PAN-A-SEA, LLC, which manages a charter boat. 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 institutions. The firm employs an IAR-driven approach with a range of investment options and sponsors custodial wrap programs while serving banking and thrift clients.

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.