Christopher Sharry is a CFP® with 10 years of industry experience, currently serving as an advisor at Consolidated Portfolio Review Corp. He has held roles at multiple firms including Patriot Financial Group and Gradient Advisors, and is a partner at Sharry & Monfette LLP, where he represents clients in estate planning and Social Security Disability matters. He is also involved in fixed insurance sales, focusing on annuity and life insurance products. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering proprietary model portfolios and access to third-party sub-advisors.

Miguel Fernandez is a financial advisor at Bolton Securities Corporation with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. Miguel is the founder and owner of Fernandez Capital Advisors, LLC, a personal S-corp used for tax and accounting purposes. Bolton Global Asset Management, where Miguel is registered as an Investment Advisor Representative, provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a mix of internal management, unaffiliated money managers, and third-party asset management programs, emphasizing a long-term investment approach with flexibility for various strategies.

Vahan Janjigian is a CFA® charterholder with 15 years of industry experience and has been with Greenwich Wealth Management, LLC since 2010. He provides consulting services including writing and editing, and occasionally teaches a graduate course on Equity Analysis. He serves on the Corporate Disclosure Policy Council of the CFA Institute and is a member of the board of trustees of the Armenian Museum of America. Greenwich Wealth Management offers advisory services to high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans. The firm employs a combination of fundamental, technical, and macro analysis to tailor portfolios across a range of instruments and investment structures, and it manages both individual and institutional accounts including pooled vehicles like endowments and wrap programs.

Domingo Estevez is a Series 65-licensed advisor with Bolton Securities Corporation and has one year of industry experience. He also serves as Senior Vice President of Sun Partners, an investment advisory firm based in Uruguay, a role he has held since 2015 alongside his duties at Bolton. 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 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.

Neil Blicher is a CFP® with 30 years of industry experience, currently serving at Choreo, LLC since 2022. Prior to joining Choreo, he spent six years at RSM US Wealth Management LLC. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporations, retirement plan sponsors, endowments, and institutional clients. The firm’s investment approach combines strategic asset allocation with quantitative screening and investment committee oversight, offering a range of services from portfolio management to retirement plan consulting.

Ronald Fremault Jr. is a financial advisor at Bolton Securities Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bolton Securities since 2005. Outside of his advisory role, he serves as a firefighter with the Newton Fire Fighters Association. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, employing an IAR-driven approach that tailors portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

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.

Edward Naroian is a financial advisor at Bolton Securities Corporation with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including Bolton Global Capital and Brighton House Associates. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized wealth management using mutual funds, ETFs, equities, and fixed-income securities, emphasizing a long-term investment approach alongside more flexible trading strategies.

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.

Christopher Bourdeau is a financial advisor at Bolton Securities Corporation with 15 years of industry experience. He holds the Series 66 designation and has been with Bolton Securities and Bolton Global Capital since 2014. 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’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, combining long-term orientation with tactical trading and rebalancing.

David Matias is a Series 65-licensed advisor at Robertson Stephens Wealth Management with 21 years of industry experience. He has been with Robertson Stephens since 2022 and is also the managing member of the general partner for three venture funds under Vodia Ventures, which he has been involved with since 2004. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Investment Committee, managing over $7 billion in client assets as of December 31, 2024.

Peter Klinkmueller is a financial advisor at Alera Investment Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Strategic Retirement Plan Consultants, Inc. and LPL Financial. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans, employing a primarily long-term, fundamental-analysis-driven investment approach.

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.

Joseph Macmunn is a financial advisor at Simplicity Wealth with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LifePro Asset Management and AE Wealth Management, LLC. He also operates College Funding Solutions Inc. dba Macmunn Financial Management, focusing on college expense financial planning. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and offers advisory services including financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, combining advisory services with technology and operational solutions for other advisers.

Matthew Dunn is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Financial Resource Partners, Ameritas Life Insurance Corp, and Ameritas Investment Corp. Outside of his advisory work, he operates a sole proprietorship selling fixed life insurance and fixed annuities. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 30,000 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services through a large network of investment adviser representatives.

Lisa Tursi is a financial advisor with Regal Investment Advisors LLC and Regulus Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at Lincoln Investment for 15 years. Tursi also operates Tursi Wealth Management, providing financial and insurance services. Regal Investment Advisors LLC, doing business as LionShare, offers discretionary investment management to independent advisers and subadvisors, serving individual, charitable, and corporate clients through a range of proprietary and third-party model portfolios.