Paul Peterson is a CFP® and ChFC® with 21 years of industry experience. He is currently with Principal Advised Services and has previously worked at MassMutual, Facet Wealth, and TIAA. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non‑discretionary recommendations and a discretionary, wrap‑fee investment management program called SimpleInvest. The firm integrates third‑party methodologies with proprietary models and operates within the Principal Financial Group family, allowing access to affiliated products and resources.

Craig Shepard is a financial advisor at Impact Partnership Wealth, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Retirement Wealth Advisors, Inc. and Federal Retirement Solutions LLC, where he continues to serve as owner, manager, and president focusing on insurance and retirement income planning. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating primarily on a discretionary basis through a wrap-fee platform.

Maureen Pasciucco is a CFA® charterholder with 12 years of experience in the financial industry. She has been with Grimes & Company, Inc. since 2013. Grimes & Company provides discretionary investment management and financial planning to a range of individual and institutional clients, including high-net-worth individuals, trusts, pension plans, and government entities. The firm uses customized investment strategies supported by proprietary research and portfolio management systems, incorporating a variety of asset classes and advanced techniques.

Brendan Shea is a CFP® at Grimes & Company with two years of industry experience. He previously worked at Heritage Financial Services and FP Solutions RI. Grimes & Company offers discretionary investment management and financial planning to a diverse client base, including individuals, trusts, institutional clients, and government entities. The firm employs customized investment strategies supported by proprietary research and portfolio management systems, incorporating a range of asset types and approaches.

John Cataldo is a financial advisor with Bolton Securities Corporation and holds a Series 66 designation. He has 15 years of industry experience and has worked at firms including Bolton Global Asset Management, Bolton Global Capital, LPL Financial, and Integrated Wealth Concepts. Additionally, he is a licensed attorney involved with D'Ambrosio Law Offices and serves as a notary public. 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 employs an IAR-driven approach that tailors portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical trading and rebalancing.

William Kriz Pakciarz is a CFA® charterholder with seven years of industry experience. He is employed by Bolton Global Asset Management and Bolton Global Capital since 2019 and serves as director of Sun Partners S.A. and Sun Partners Uruguay S.A., a foreign investment advisory firm licensed by the Central Bank of Uruguay. Outside of his advisory roles, he owns Violesan, a company based in Uruguay that provides economic consulting services. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management and financial planning through a network of independent advisers, emphasizing a long-term investment approach with a broad range of strategies and investment vehicles.

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 Worchester, MA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cambridge Investment Research, LPL Financial, and Mass Mutual Investors Services. 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 portfolio management and financial planning services, delivering customized strategies via model asset allocations, discretionary or non-discretionary manager relationships, and both wrap and non-wrap programs.

Darlene Murphy is a CFP® professional with 31 years of experience in the financial services industry. She has worked at Advisory Services Network since 2025 and is also the owner and President of Reagan & Company, PC, a CPA firm providing public accounting services. Murphy is a co-founder and part owner of Wellesley Asset Management, an SEC-registered investment advisory firm, though she no longer performs any duties there. Advisory Services Network is a multi-team firm that offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, and retirement plan consulting, employing diverse investment strategies tailored to client objectives and risk tolerances.

Jordan Letendre is a CFP® professional with 15 years of industry experience. He has worked at Grimes & Company since 2014 and previously spent three years at Boston Hill Advisors, LLC. 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 investment management and financial planning services to a diverse client base, including individuals, trusts, estates, pension plans, and government entities. The firm uses customized investment strategies supported by proprietary research and manages portfolios across various asset types while also serving other advisers as a sub-advisor.

Philippe Grenier is a financial advisor at Bolton Securities Corporation with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bolton Securities since 2009 and at Delta Equity Services Corp since 2001. Bolton Global Asset Management provides 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 uses an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, combining long-term strategies with tactical trading and rebalancing.

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.

Stanley Starr Jr. is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Starr Investment Services Inc. since 1997, where he is also the owner and serves as an Investment Advisor Representative. His prior experience includes long tenures at Trust Advisory Group Ltd and AGES Financial Services, Ltd. Consolidated Portfolio Review Corp is an SEC-registered adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm utilizes a strategic asset allocation approach augmented by fundamental and technical analysis and offers both in-house model portfolios and access to third-party sub-advisors.

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 industry experience. He has been with Grimes & Company since 1999 and previously worked at Mid Atlantic Capital Corporation from 2017 to 2021. He serves as a board member for North Hill, a charitable organization. Grimes & Company provides discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, estates, pension plans, and municipal entities. The firm employs customized investment strategies supported by proprietary research and offers a range of services including acting as a sub-advisor to other advisers and delivering estate-planning support through the Vanilla platform.

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.

Eric Zine is a CFP® professional with 27 years of industry experience, currently affiliated with Bolton Securities Corporation. He has been associated with Delta Global Asset Management and Delta Equity Services since 2009. In addition to his financial advisory work, he is an attorney operating his own law practice, the Law Office of Eric P. Zine, spending approximately 15 hours per month on legal activities outside of trading hours. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, and charitable organizations. The firm delivers customized wealth management through a network of independent advisers, employing a range of portfolio strategies primarily involving mutual funds, ETFs, equities, and fixed income.

Mitchell Scanlon is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and two years of industry experience. He has worked at Bolton Global Asset Management since 2025 and Bolton Global Capital since 2024. Prior to his advisory career, he spent four years at the University of Massachusetts - Amherst and four years at Nashoba Regional High School. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, as well as banks, trusts, estates, and charitable organizations. The firm delivers customized wealth management through a network of independent advisers, utilizing various investment vehicles and emphasizing a primarily long-term approach with flexibility for shorter-term strategies.

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 in Westborough, MA, holding CFP®, CFA®, and Series 65 credentials with four years of industry experience. Before joining Grimes & Company in 2021, she worked at athenahealth for five years. Grimes & Company provides discretionary investment management and financial planning services to a diverse client base, including individual and institutional clients. The firm offers customized investment strategies supported by proprietary research and portfolio management systems and serves other advisers as a sub-advisor, while also providing ERISA and participant-directed retirement plan services.