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 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.

Jordan Letendre is a CFP® with 15 years of industry experience and has been with Grimes & Company since 2014. He is a member of the Financial Planning Association of Massachusetts and serves on the investment committee of St Joseph's Abbey. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities with customized investment strategies and financial planning. The firm employs proprietary research and a range of investment approaches, including options and long/short strategies, while also working as a sub-adviser to other registered 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® and ChFC® with 18 years of experience in the financial services industry. She is currently with New England Private Wealth Advisors, LLC, where she has worked since 2006. New England Private Wealth Advisors provides fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm constructs diversified portfolios primarily using ETFs and mutual funds and offers customized wealth planning and retirement plan advisory engagements.

Joffrey Smith is a CFP® and ChFC® with 22 years of experience in the financial services industry. He is currently with The Patriot Financial Group, LLC in Worcester, MA, where he has worked since 2014. His prior experience includes roles at LPL Financial LLC, Securities America, Inc., and Cetera Financial Specialists LLC. Outside of financial advising, he is the CEO of an insurtech company, Concordia Exchange, Inc., and serves on multiple nonprofit boards, including the Worcester Art Museum and the Estate and Business Planning Council of Worcester County. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a range of securities and conducts regular account reviews, managing approximately $2.4 billion across 37 advisors.

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 McVeigh is a CFA® charterholder with 24 years of industry experience. She is currently an advisor at Northwest Asset Management and previously worked at Nia Impact Capital and Reynders, McVeigh Capital Management. She serves as a compensated trustee for multiple family and charitable trusts. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized fiduciary approach grounded in Modern Portfolio Theory and strategic asset allocation, offering a range of investment management and consulting services.

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. Grimes serves as a board member for North Hill, a charitable organization. Grimes & Company Wealth Management serves individuals, families, trusts, estates, and institutional clients, including pension plans and government entities. The firm provides customized investment strategies using proprietary research and offers discretionary management, financial planning, and referrals to unaffiliated professionals.

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, based in Shrewsbury, MA, and holds over 10 years of industry experience. He has been with The Patriot Financial Group since 2015 and also serves as president and CPA for McLaren and Associates, CPAs, PC, an accounting firm specializing in tax strategies, forensic accounting, business valuations, and profit improvement consulting. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base including individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management using a variety of securities and analytical methods, and manages approximately $2.4 billion across 37 advisors.

Nicholas Distefano is a financial advisor at New England Private Wealth Advisors, LLC with a Series 65 designation and over nine years of industry experience, including prior work at RSM US LLP. He maintains a real estate license for personal and family home transactions. New England Private Wealth Advisors provides fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans, constructing broadly diversified portfolios primarily with ETFs and mutual funds while also offering alternative investment options for qualified clients.

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 CFP®, CFA®, and Series 65 registered advisor with Grimes & Company, bringing four years of industry experience. Prior to joining Grimes & Company in 2021, she worked at athenahealth for five years. 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 to build customized investment strategies across multiple asset types and offers specialized services including sub-advisory roles and a private investment vehicle.