Gonzalo Canelas is a financial advisor at Bolton Securities Corporation with 16 years of industry experience. He holds the Series 66 designation and has worked at Bolton Global Asset Management and Bolton Global Capital since 2020, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as a trust protector on a trust established in Switzerland. 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 employs an IAR-driven approach that customizes portfolios based on client goals and risk tolerance, using a mix of mutual funds, ETFs, equities, and fixed-income securities with a generally long-term focus while allowing tactical adjustments.

Kassandra Santana is a Series 66-licensed advisor at Bolton Securities Corporation with nine years of industry experience. She has been with Bolton Global Capital since 2016 and joined Bolton Global Asset Management in 2026. Outside of finance, she was involved with ELCO Cleaning and Disinfecting for two years. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized wealth management using a variety of investment vehicles and emphasizes a primarily long-term investment approach.

Felton Messina is a financial advisor at Bolton Securities Corporation with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Bolton Global Asset Management and Bolton Global Capital for over eight and eleven years, respectively. Bolton Global Asset Management is a registered investment adviser that serves individual, corporate, institutional, and charitable clients with customized wealth management. The firm employs a long-term investment approach using mutual funds, ETFs, equities, and fixed-income securities, alongside options and wrap-fee structures, and is affiliated with an introducing broker-dealer.

Cesar Colis Vidal is a Series 66-licensed financial advisor with Bolton Securities Corporation, based in Wellesley, MA, and has 16 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2015. In addition to his advisory role, he owns and operates New York Investment Solutions, LLC, a securities and advisory business. 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 corporations. The firm’s approach emphasizes tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical adjustments.

Michael Cook is a financial advisor at Bay Colony Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at Cook Wealth Management, Bay Colony Advisors, Cook & Associates, and LPL Financial. In addition to his advisory work, he is an insurance agent providing insurance products and services to clients. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach and offers a range of fiduciary and non-fiduciary retirement services, as well as an active private-investment program.

William Dow is a financial advisor with Bolton Securities Corporation and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has been with Bolton Securities since 2006. Dow is also co-owner and managing director of Dow Capital Management, LLC, an investment advisory business. 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’s approach involves tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a generally long-term orientation and access to third-party managers and wrap-fee platforms.

Benjamin Harding is a CFP®-certified financial advisor with 24 years of industry experience. He is currently affiliated with Diversify Advisory Services, LLC and DFPG Investments, LLC, and previously worked with Eagle Strategies (NY Life) and New York Life Insurance Company. Harding serves as a board member for Maine Huts & Trails, a nonprofit organization maintaining trails and huts in western Maine, and chairs the Practice Management Committee of the MDRT Top of the Table division. Diversify Advisory Services is an SEC-registered advisory firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a range of investment models and services including financial planning, portfolio management, corporate consulting, and family office advisory.

Jonathan Dick is a financial advisor with The Fiduciary Alliance, holding a Series 65 credential and three years of industry experience. He has worked at The Fiduciary Alliance and Dick Insurance Agency since 2020, and previously held roles in the biopharmaceutical sector and at the University of Rhode Island. In addition to his advisory role, he is involved with the Dick Insurance Agency as an agent and account executive. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a multi-divisional structure with a network of representatives, offering client-specific investment strategies that combine fundamental, technical, cyclical, and charting analyses alongside third-party manager allocations.

Stilson Tomita is a financial advisor at Bay Colony Advisors with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Bay Colony Advisors in 2023, he worked at Claro Advisors, LLC, Mutual Securities, Inc., and LPL Financial. Outside of advising, he serves as president and treasurer of Infinity Group, Inc., a marketing firm, and operates as an independent life insurance agent. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients by providing comprehensive financial planning and portfolio management. The firm combines fundamental analysis with model portfolios and third-party sub-advisers to offer tailored investment solutions alongside family office and concierge services.

Thomas Holubiak is a financial advisor at Bolton Securities Corporation with 12 years of industry experience. He holds the Series 66 designation and has worked at Bolton Securities Corp and Bolton Global Capital since 2017, following five years at Commonwealth Financial Network. He is also licensed to offer life, health, and disability insurance products as an insurance broker. 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. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, combining long-term strategies with tactical trading and rebalancing.

Cynthia Nims is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has been associated with Bolton Global Asset Management and Bolton Global Capital since 2011. Outside of her advisory role, she is president of Family Legacy Partners, Inc., an entity created to operate securities and investment advisory businesses, and serves as trustee of the Family Legacy Partners Inc 401K plan. 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. The firm’s approach is tailored through a network of independent investment adviser representatives, using a range of investment vehicles with a generally long-term orientation while allowing tactical adjustments.

Alan Sharpe is a financial advisor at Capitol Securities Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arthur W Wood Company Inc, Arthur Wood Investment Advisors Corp, and Moors & Cabot. He also operates a separate business under the name AL Sharpe Financial LLC. Capitol Securities Management serves individual, institutional, and corporate clients with portfolio management, financial planning, and consulting services. The firm functions as both a broker-dealer and registered investment adviser, offering various advisory programs including discretionary and non-discretionary accounts and access to third-party money managers.

Mark Lynch is a Series 66-licensed financial advisor at Advisory Services Network with 23 years of industry experience. His prior roles include positions at Merrill, LPL Financial, and Digital Federal Credit Union. He has been with Advisory Services Network since 2023. Advisory Services Network provides a range of investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent adviser representatives. The firm employs diversified investment strategies tailored to clients’ objectives and offers flexible engagement models, including discretionary and non-discretionary management.

Matthew Macho is a CFP® with 23 years of experience in the financial services industry. He has worked at Lincoln Investment since 2015 and previously spent nine years with Voya Retirement Advisors, LLC. He is based in Arlington, MA. He is affiliated with Capital Analysts, a multi-team firm serving retail and institutional clients including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent representatives and firm-managed programs.

Charles Sullivan is a CFP® with 21 years of experience in the financial industry. He is affiliated with Bolton Securities Corporation and has worked with Bolton Global Asset Management since 2006, Bolton Global Capital since 2004, and Ciulla, Dixon & Dale, LLC since 1994. In addition to his advisory role, he is the owner and president of Sullivan, Dixon & Co., PC, a CPA firm providing accounting and bookkeeping services. Bolton Global Asset Management offers 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. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a focus on long-term investment strategies combined with tactical trading and rebalancing.

Shelley Rogers is a financial advisor at Bolton Securities Corporation with 14 years of industry experience. She holds the Series 66 designation and has been with Bolton Securities since 2014, also working with Bolton Global Capital since 2011. Rogers maintains a fixed insurance license. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse clientele, including individuals, high-net-worth investors, charitable organizations, and institutional clients. The firm employs an IAR-driven approach, utilizing a range of investment vehicles with a generally long-term orientation while allowing tactical adjustments.

Joaquin Pastor is a Series 66 licensed financial advisor with Bolton Securities Corporation, bringing three years of industry experience. His prior roles include positions at Bolton Global Asset Management, Bolton Global Capital, Max Capital, McKinsey & Company, and the Ministry of Production. Outside of advising, he is a partner at a management consulting firm in Buenos Aires and teaches macroeconomics and financial asset valuation at two universities in Argentina. 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. The firm’s approach customizes portfolios to client goals and risk tolerance, utilizing a range of investment vehicles with a generally long-term orientation while allowing for tactical adjustments.

John Ohl is a financial advisor with Bay Colony Advisors, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Bay Colony since 2009 and also serves as a managing member of Equine Legends LLC, overseeing thoroughbred breeding operations in Lexington, Kentucky. In addition, he co-founded True Origin LLC, a company focused on search engine optimization. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, retirement plan consulting, and related advisory services. The firm combines fundamental analysis and a long-term investment approach with family-office and concierge services, alongside institutional retirement fiduciary offerings.

Dennis Palmerini is a CFP® certified financial advisor with 18 years of industry experience, currently with Blackridge Asset Management, LLC. He has previously worked at firms including Fidelity and Mass Mutual Life Insurance Company. Outside of advisory, he is also involved in property and casualty insurance sales and services. Blackridge Asset Management provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers access to model portfolios, third-party managers, and various wrap programs with a focus on discretionary portfolio management.

Mark Celi is a financial advisor at St. Bernard Financial Services, Inc. in Concord, MA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Asset Financial Inc and was self-employed before joining St. Bernard in 2020. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, providing investment advisory and brokerage services including portfolio management and financial planning. The firm follows a long-term, conservative growth approach with tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds while considering tax and risk factors.