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.

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.

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.

Julie Johnson is a CFA® charterholder with 24 years of industry experience. She currently works at Northwest Asset Management and has previously held roles at Nia Impact Capital and Reynders, McVeigh Capital Management, among others. Johnson serves as a compensated trustee for several trusts and charitable foundations, a role she has maintained for over two decades. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and other institutional clients. The firm offers customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services, employing strategic asset allocation and diversified portfolios built on Modern Portfolio Theory.

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.

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.

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.

Ira Sager is a CFP® with 22 years of industry experience, currently serving at Advisors Capital Management, LLC. He previously worked at Optiwealth, LLC dba Optimum Wealth and First Allied Advisory Services, Inc., among other firms. Outside of advising, he teaches financial literacy courses. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, offering discretionary portfolio management through customized accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection across fundamental, quantitative, and qualitative methods, managing over $8 billion in assets for nearly 18,000 clients.

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.

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.