Joshua Procaccini is a financial advisor at ValMark Advisers, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked with ValMark Advisers since 2008 and its affiliated firms since 2004. Outside of his advisory role, he serves as a consultant for Wealth Impact Partners’ Donor Activation Program and is an assistant football coach for the Freetown Lakeville Regional School District. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Robert Joseph Jr. is a financial advisor with Capitol Securities Management, Inc. in Wellesley, MA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 17 years at Capitol Securities. He is a partner in RRJ2, LLC, a pass-through entity used for office-related expenses. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage and investment advisory services, financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs, including separately managed accounts and wrap fee programs, and employs a broad range of investment instruments tailored to client-specific policies.

Joseph Benoit Jr. is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Grimes & Company in Westborough, MA. He has worked at Grimes & Company since 2006 and previously spent eight years at Mid Atlantic Capital Corporation. Grimes & Company provides discretionary portfolio management and financial planning to a diverse client base including individuals, institutions, estates, charitable organizations, and government entities. The firm employs proprietary research and portfolio-management systems to build customized investment strategies across various asset types and offers trustee services through an affiliated trust entity.

Thomas Dunlap is a CFA® charterholder with four years of industry experience. He is currently with Grimes & Company and has previously worked at Harmony Wealth Partners LLC, Clarendon Private LLC, and Loomis, Sayles & Company L.P. Grimes & Company provides discretionary portfolio management and financial planning for individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm employs customized investment strategies using proprietary research and portfolio-management systems across a broad range of assets and also offers trustee services through an affiliated trust entity.

David Barlow is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Grimes & Company. His prior roles include positions at Goodman Advisory Group, Ferris Capital, and Bts Asset Management. Grimes & Company provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutions, estates, and government entities. The firm employs proprietary research and a range of investment vehicles, offering customized strategies while also serving other investment advisers and acting as a private fund adviser.

Diane Rule is a financial advisor at The Patriot Financial Group, LLC, with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Cetera Investment Advisers LLC, Securities America, Inc., and LPL Financial, LLC. Diane also owns Rule Financial Services, an advisory business focused on financial services. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a range of investment options and monitoring accounts through ongoing analysis and third-party managers.

Michael Patterson is a financial advisor at The Patriot Financial Group, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, Michael hosts a weekly Music Bingo night at a local brewpub and works as an Energy Advisor, assisting customers with electricity bill savings. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, utilizing a mix of charting, fundamental and technical analysis, and may engage independent managers for portions of client assets.

Ross Frankenfield is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2025. Prior to that, he spent 19 years at Harbor Funds Distributors, Inc. and Harbor Capital Advisors, Inc. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, and institutional investors through a conservative, bottom-up equity process focused on downside protection and risk management.

Kyle Bateman is a CFP® with 10 years of industry experience, currently with The Patriot Financial Group, LLC in Walpole, MA. He has worked with several firms, including Cetera Financial Specialists LLC, Securities America Inc., and LPL Financial, LLC. Bateman also holds a Series 66 license and is involved in sales of fixed insurance products as an insurance agent. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of investment options and independent managers, and offers a formal wrap-fee program alongside comprehensive financial planning and insurance services.

Paul Tamagni is a financial advisor with LPL Financial in Milford, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at LPL Financial since 2015 and founded Northeast Planning Associates, Inc., an independent registered investment advisory firm, in 2020. Outside of his advisory work, he serves as President and Vice-President of Mt. Holly Marketing, a C Corporation established for personal tax planning purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

John Khoury is a financial advisor at Savvy with 22 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab & Co, Inc from 2008 to 2023. Outside of his advisory role, he owns a property management business involving a condo rental in Lincoln, New Hampshire. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and external research.

Michael Galli is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Lighthouse Capital, LLC and iCapital, LLC. In addition to his advisory role, he is licensed as an insurance agent for health, life, and disability insurance. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing various investment options and a due-diligence process for insurance and annuity products.

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 experience in the financial industry. He has been with Grimes & Company since 2001. Outside of his advisory role, he serves as treasurer for the Mystic River Rugby Club, managing the club's budget and bank account. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and government entities. The firm uses proprietary research and portfolio-management systems to build customized investment strategies across various asset types and also serves other investment advisers and acts as a sub-adviser.

Jared Sweeney is a CFP® professional with 15 years of experience in the financial advisory industry. He is currently with Mission Wealth Management, LP and has previously worked at Lion Street Financial, LLC, PRW Wealth Management LLC, and Contravisory Investment Management, Inc. Mission Wealth Management is a multi-team SEC-registered firm that serves affluent individuals and families, as well as pension plans and endowments. The firm employs customized, long-term investment strategies using a variety of asset classes and offers a range of wealth management and financial planning services through tiered client engagement models.

Jennifer Moran is a Certified Financial Planner (CFP®) with 18 years of industry experience. She has worked at Grimes & Company since 2014 and previously held roles at Daintree Advisors LLC and Calibre Advisory Services Inc. 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, with a focus on diversified allocations across various funds, individual securities, and selected private vehicles.

Jae Song is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has worked at Grimes & Company, Inc. since 2011. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and government entities. The firm employs proprietary research and portfolio-management systems to build customized investment strategies across various asset types and also offers trustee services and sub-advisory engagements.

Michael Maguire is a CFP® and ChFC® with 21 years of experience in the financial services industry. He has worked at Grimes & Company since 2023 and previously spent 16 years at Mutual of America among other firms. Maguire is also an Independent Insurance Agent. Grimes & Company provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutions, estates, and government entities. The firm uses proprietary research and portfolio-management systems to create customized investment strategies across a range of asset types and offers trustee services and sub-advisory arrangements.

Sean Donovan is a CFP® with five years of industry experience, currently serving as a financial advisor at Grimes & Company. He previously worked at Fiduciary Trust Company, BNY Mellon, and UBS Financial Services. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including charitable organizations and government entities. The firm employs proprietary research and diversified investment strategies, acting also as a sub-adviser and trustee through affiliated entities.

Cody Ward is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Lincoln Investment for seven years and held roles at Citizens Securities, Inc. and Citizens Bank for three years each. He serves as a director for the Walpole Chamber of Commerce, where he discusses programming and initiatives for local businesses. Capital Analysts serves retail and institutional clients, including individuals, high-net-worth investors, trusts, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network, utilizing both discretionary in-house management and non-discretionary third-party managers.