Alyson Basso is a CFP® and ChFC® with 20 years of industry experience. She is currently an advisor at The Patriot Financial Group, LLC and Hayden Wealth Management, with prior roles at Cetera Financial Specialists, Securities America, and Santander. Outside of her advisory work, she serves on the Board of Directors for the Tri Town Council and is an adjunct faculty member for the College for Financial Planning. 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 a due diligence process for selecting insurance and annuity products.

John Cataldo is a financial advisor with Bolton Securities Corporation who holds a Series 66 designation and has 16 years of industry experience. His work history includes roles at Bolton Global Asset Management, Bolton Global Capital, LPL Financial, Integrated Wealth Concepts, and D'Ambrosio Law Offices. He is also a licensed attorney with a part-time legal practice and serves as a notary public. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized wealth management through a network of independent advisers, utilizing mutual funds, ETFs, equities, and fixed-income securities with a primarily long-term investment approach.

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.

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.

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.

Mikhail Veselov is a financial advisor at ValMark Advisers, Inc. with four years of industry experience and holds the Series 66 designation. Prior to joining ValMark Advisers in 2022, he worked at Valmark Securities, Inc. and Capital Formation Group. Outside of finance, he is an accomplished cellist and faculty member teaching cello and chamber music at institutions including the Longy School of Music of Bard College and Virginia Commonwealth University School of Arts. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based portfolios and asset allocation strategies implemented through mutual funds, ETFs, and separate-account managers, offering comprehensive client account monitoring and periodic reviews.

Melissa Boccaci is a CFP®, ChFC®, and Series 63-licensed advisor with 19 years of industry experience. She has been with New England Private Wealth Advisors, LLC since 2006, serving in her current role since 2023. New England Private Wealth Advisors provides fee-based investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm typically constructs broadly diversified portfolios using mutual funds and ETFs, monitors third-party managers and legacy positions, and incorporates alternative investments and options-based income strategies when appropriate.

Joffrey Smith is a CFP® and ChFC® with 22 years of experience in financial advisory roles. He is affiliated with The Patriot Financial Group, LLC, where he has worked since 2014, and has prior experience with LPL Financial, Securities America, Inc., and Cetera Financial Specialists LLC. Outside of his financial advisory work, Smith is CEO of Concordia Exchange, Inc., an Insurtech firm focused on reducing employee group insurance costs, and holds leadership and board positions with several nonprofit organizations including the Estate and Business Planning Council of Worcester County and the Worcester Art Museum. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios according to client goals and risk tolerance using a combination of charting, fundamental and technical analysis, and may engage independent managers for portions of assets. Its services include discretionary portfolio management, retirement plan advisory, insurance product recommendations, and a formal wrap-fee program.

Shaopeng Zhu is a financial advisor at McAdam LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at McAdam since 2014, with prior experience at Purshe Kaplan Sterling Investments and Madison Avenue Securities. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client portfolios on a discretionary basis using a range of traditional and specialized investment strategies.

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 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.

Brian Kinney is a financial advisor at Mariner Independent with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for State Street Bank for 20 years. Kinney is also the founder of a professional and executive coaching firm, Catalyst Professional Advisors. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and fiduciary support through a platform integrated with institutional resources and third-party managers.

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.

David Mclaren is a financial advisor with The Patriot Financial Group, LLC, holding 11 years of industry experience. He is also president and CPA of McLaren and Associates, CPAs, PC, an accounting firm specializing in tax strategies, business valuations, and forensic accounting. His dual roles span financial advisory and accounting 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 ongoing account monitoring.

Nicholas Distefano is a financial advisor at New England Private Wealth Advisors, LLC with nine years of industry experience, including three years at RSM US LLP. He holds a Series 65 designation. Outside of his advisory role, he maintains a real estate license for personal and family home transactions. New England Private Wealth Advisors provides fee-based investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and other entities. The firm constructs diversified portfolios using mutual funds, ETFs, and alternative investments, and offers both continuous portfolio management and retirement-plan advisory services.

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.