Matthew Lichtman is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 14 years of industry experience, including seven years at Goldman, Sachs & Co. and five years at Advisory Services Network. In addition to his advisory work, Lichtman is the managing member of Lichtman & Associates, LLC, a law firm based in Wellesley, MA. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing a wide range of investment strategies tailored to client objectives and risk tolerances.

Benjamin Wallace is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Grimes & Company since 2001. He holds a Series 66 registration and participates as treasurer of the Mystic River Rugby Club. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and governmental entities, offering customized investment strategies through proprietary research and a range of investment vehicles. The firm provides discretionary management, financial planning, and non-investment referrals, with notable work for other advisers and municipal clients.

Jennifer Moran is a Certified Financial Planner (CFP®) with 18 years of industry experience. She has been with Grimes & Company since 2014. Grimes & Company Wealth Management serves individuals and families, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, and government entities. The firm provides discretionary investment management and financial planning, employing customized strategies based on proprietary research and a range of investment vehicles.

Jae Song is a financial advisor at Grimes & Company with 12 years of industry experience. He holds the CFA® designation and Series 65 license and has been with Grimes & Company since 2011. Grimes & Company Wealth Management serves individuals, families, trusts, pension plans, and government entities, offering discretionary investment management, financial planning, and referrals to unaffiliated professionals. The firm uses proprietary research and portfolio management systems to build customized strategies across various investment vehicles and is notable for its private investment vehicle and work with other advisers and public sector clients.

Michael Maguire is a CFP® and ChFC® with 21 years of industry experience. He is currently with Grimes & Company and has prior experience at Mutual of America and Strategic Retirement Partners. Maguire is also an independent insurance agent. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, offering discretionary investment management and financial planning. The firm uses proprietary research and diversified allocation strategies, and it provides specialized services such as sub-advisory roles and estate-documenting access.

Timothy Grimes is a financial advisor with Grimes & Company in Westborough, MA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior affiliations include NewEdge Securities and several life insurance companies dating back to 1981. He serves as trustee for multiple family trusts. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension plans, and governmental entities, offering discretionary investment management and financial planning. The firm employs customized investment strategies using proprietary research and a range of investment vehicles, with notable work as a sub-adviser to other advisers and government clients.

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 financial advisor at Grimes & Company with five years of industry experience. He holds the CFP® designation and securities licenses Series 63, 65, and 66. Prior to joining Grimes & Company, he worked at Fiduciary Trust Company, BNY Mellon, and UBS Financial Services. Grimes & Company Wealth Management serves individuals, families including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and governmental entities. The firm offers discretionary investment management and financial planning, building customized strategies through proprietary research and a diversified approach across multiple investment vehicles.

Brian Vanhouwe is a financial advisor at Pinnacle Investments, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pinnacle Investments since 2019, following nearly a decade at Global Investment Advisors, LLC and Essex Securities LLC. Outside of his advisory work, he serves as Vice President of the North Smithfield Land Trust and is involved in catering through Mickey G’s Clam Shack. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management, serving around 2,000 clients including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm offers financial planning and portfolio management services using both fundamental and technical analysis, employing a range of investment vehicles and third-party managers.

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 with NewEdge Securities, LLC, and The Leaders Group DBA Simplicity Investments prior to his current role. Grenon serves on the board of directors of BankHometown, a mutual savings bank. Grimes & Company Wealth Management serves individuals, families, trusts, pension plans, and government entities by providing discretionary investment management, financial planning, and implementation referrals. The firm uses proprietary research to build customized portfolios and offers a variety of investment strategies, including options and ESG screens at client direction.

Janelle Coulman is a Certified Financial Planner (CFP®) and holds a Series 66 license with 12 years of industry experience. She has worked at Grimes & Company, Inc. since 2014 and previously spent 11 years at NewEdge Securities, LLC. Grimes & Company Wealth Management serves individuals and families, including high-net-worth clients, as well as trusts, estates, pension plans, and state or municipal government entities. The firm provides discretionary investment management, advanced financial planning, and non-investment referrals, using proprietary research and diversified strategies across various asset classes.

Matthew Breese is a financial advisor at Stephens with 18 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Piper Jaffray & Co. from 2015 to 2019. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs overseen by multiple investment committees and combines advisory services with broker-dealer and investment banking activities.

Myles Mccormick is a Certified Financial Planner (CFP®) with 32 years of industry experience. He has been with Momentum Independent Network Inc. since 2008. Outside of his advisory role, he serves on the Fieldstone Lane Homeowners Association board, participating in property management decisions without compensation. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm offers a range of investment programs and utilizes third-party managers and Envestnet for model delivery and account management, with notable integration of Hilltop affiliates in its municipal bond strategies and cash management features.

Christopher Deeley is a CFA® charterholder affiliated with Grimes & Company in Westborough, MA. He has 17 years of industry experience, including prior roles at Adviser Investments, LLC and Braver Wealth Management, LLC. He has been with Grimes & Company since 2017. Grimes & Company Wealth Management serves individuals and families, trusts, estates, pension and profit-sharing plans, and government entities, offering discretionary investment management and financial planning. The firm uses proprietary research and a range of investment vehicles, including mutual funds, ETFs, individual securities, and alternative strategies, and also acts as a sub-adviser to other registered investment advisers.

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.

John Cahill is a financial advisor with Capitol Securities Management, Inc. in Wellesley, MA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Capitol Securities Management since 1997 and also maintains a self-employed law practice focused on estate planning and trusts for the firm’s clients. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and investment advisory services combined with comprehensive financial planning, pension consulting, insurance products, and educational seminars, managing assets through various account types and investment strategies.

James Miller is a financial advisor at Integrity Advisory Solutions in Worcester, MA, holding a Series 65 designation with 11 years of industry experience. Prior to joining Integrity Advisory Solutions in 2024, he operated Abundance Financial Coaching, LLC for eight years and has been practicing law at the Law Office of James A. Miller since 1994. He is also the owner of a legal practice licensed to sell life insurance. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing various asset-allocation strategies and third-party platforms to tailor investment solutions.

Christopher Torres is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He holds Series 63 and Series 65 designations. In addition to his advisory role since 2023, he has been a partner at Taylor & Company PC, a CPA practice, since 2015. He also worked at Purshe Kaplan Sterling Investments in 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 and financial planning, using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income, with an emphasis on a long-term investment approach.

Christopher Tobey is a CFP® with 17 years of industry experience. He has worked at CWM, LLC since 2020 and previously spent ten years at Purshe Kaplan Sterling and Atlantic Capital Management. Tobey is based in Southborough, MA. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary model portfolios overseen by an internal Investment Committee and offers a range of services including portfolio management, financial planning, sub-advisory services, and comprehensive retirement-plan solutions.