Sean Moynihan is a financial advisor with The Patriot Financial Group, LLC in Norfolk, MA, holding a Series 66 designation and nine years of industry experience. He has worked at firms including Cetera Financial Specialists LLC, Securities America, Inc., and LPL Financial, LLC. Outside of his advisory role, Moynihan is a national trustee for the Foundation Fighting Blindness and owns a screenwriting business. The Patriot Financial Group offers investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a variety of securities and investment strategies, managing approximately $2.4 billion across 37 advisors.

Sara Shores is a Certified Financial Planner (CFP®) with 18 years of industry experience. She has been with New England Private Wealth Advisors, LLC 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 broadly diversified portfolios primarily using ETFs and mutual funds, while also recommending third-party managers and alternative investments for qualified clients.

Theodore Provo is a financial advisor at The Patriot Financial Group, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Babson College, Provo Wealth Management, Worcester Polytechnical Institute, Quinsigamond Community College, and St Johns High School. Outside of advising, he serves as a Notary Public. 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 constructs customized portfolios using a variety of securities and analytical methods and manages approximately $2.4 billion across 37 advisors.

Alexi Sacco is a financial advisor at Spire Wealth Management, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer before joining Spire Investment Partners in 2018. Outside of his advisory role, Sacco is a musician who performs at various venues in the greater Washington, DC area. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and tax-aware allocations. The firm also delivers financial planning and access to model portfolios, with several strategies managed under proprietary risk overlays through its affiliate Corbett Road Capital Management.

Donald Gaskell is a financial advisor at Verus Capital Partners, LLC with 43 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior experience includes roles at Capitol Securities Management and William F. Sullivan Financial Services Inc. Outside of his advisory work, Gaskell is involved with Sullivan Insurance Group, Inc., an agency selling life and disability insurance products. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical investment approach with strategic asset allocation and offers customized portfolios aligned with client objectives, risk tolerance, and tax considerations.

Gordon Thomas is a Certified Financial Planner (CFP®) with 10 years of industry experience. He is currently with Grimes & Company, where he has worked since 2021. His prior experience includes roles at MML Investor Services, Baystate Financial, and Fidelity Investments. Grimes & Company Wealth Management serves individuals and families, trusts, estates, pension and profit-sharing plans, and government entities, offering discretionary investment management and financial planning. The firm employs proprietary research and diversified strategies, including mutual funds, ETFs, individual securities, and alternative investments, and is known for its work with other investment advisers and municipal clients.

Micheline Dagher is a Series 65-licensed financial advisor with nine years of industry experience, currently affiliated with Foundations Investment Advisors LLC since 2018. She previously worked at Kelly Financial Services for six years. Outside of her advisory role, she is involved in insurance and annuity sales through Dagher Financial. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients. The firm serves a diverse client base including individuals, trusts, estates, and registered investment companies, offering portfolio management, financial planning, retirement-plan support, and sub-advisory services through a network of nearly 300 investment adviser representatives.

Janet Shetty is a CFP® and holds a Series 65 license, with four years of industry experience. She currently serves as a financial advisor at Robertson Stephens Wealth Management, LLC and has prior experience at Vodia Capital, LLC. Robertson Stephens provides investment advisory services to individuals, families, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management along with tax and estate planning. The firm manages $8.76 billion in assets and employs a combination of in-house model portfolios, third-party managers, and sub-advisors to develop and implement client investment strategies.

Gregory Hughes is a financial advisor at McAdam LLC with 14 years of industry experience. He has held his current role since 2014 and previously worked at Purshe Kaplan Sterling Investments, Inc. from 2014 to 2017. Gregory holds Series 63 and Series 65 licenses. McAdam LLC advises 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 accounts on a discretionary basis with a diversified approach that includes traditional and alternative investments.

Gerald Dufault is a Certified Financial Planner (CFP®) with 39 years of industry experience. He is currently with The Patriot Financial Group, LLC and has previously worked at Cetera Financial Specialists LLC, Securities America Inc., Bay State Savings Bank, and LPL Financial LLC. He is also the owner of Rollover Advisory Services, LLC, which provides expense management services. The Patriot Financial Group serves a diverse client base including individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management, financial planning, and retirement plan advisory services, combining fundamental and technical analysis with a broad range of investment options.

Todd Herman is a CFP® professional with five years of industry experience, currently serving as an advisor at Grimes & Company. His prior roles include positions at iCapital, LLC, Kaplan College for Financial Planning, and Siharum Advisors. He is affiliated with a multi-team firm based in Westborough, MA. Grimes & Company Wealth Management provides services to individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, as well as serving as a sub-adviser to other registered investment advisers. The firm employs customized investment strategies utilizing proprietary research and diverse asset allocations, offering discretionary management and advanced financial planning options.

Matthew Parrish is a financial advisor at Robertson Stephens with a Series 65 credential and one year of industry experience. Prior to joining Robertson Stephens in 2024, he spent six years at Georgetown University and three years at Blacksburg High School. Robertson Stephens Wealth Management offers investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office, managing over $7 billion in client assets.

William Stott is a Series 65-licensed financial advisor with Marshfield Associates, where he has worked since 1990, accumulating 24 years of industry experience. He is based in Northboro, MA. Marshfield Associates is a registered investment adviser serving a diverse client base including high net worth individuals, pension plans, foundations, and government entities. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy and manages approximately $7.5 billion across 13 advisors.

Ira Sager is a CFP® with 22 years of industry experience, currently serving at Advisors Capital Management, LLC. He previously worked at Optiwealth, LLC dba Optimum Wealth and First Allied Advisory Services, Inc., among other firms. Outside of advising, he teaches financial literacy courses. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, offering discretionary portfolio management through customized accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection across fundamental, quantitative, and qualitative methods, managing over $8 billion in assets for nearly 18,000 clients.

Emily Wood is a CFP® with 24 years of industry experience, currently serving at Grimes & Company since 2002. She previously worked at NewEdge Securities, LLC for 16 years. Wood is assistant treasurer for the New England Botanical Garden at Tower Hill and serves on the steering committee for the McNulty Women’s Institute for Women’s Leadership. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, offering discretionary investment management, financial planning, and referrals to unaffiliated professionals. The firm creates customized investment strategies using proprietary research and various investment vehicles, including mutual funds, ETFs, and third-party managers, and is noted for its work with other advisers and municipal clients.

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.

John Williams is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with ValMark Advisers, Inc. and has a longstanding role at Capital Formation Group, Inc., which he owns and operates, marketing financial services to the public. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and approved third-party managers, along with proprietary platforms and a range of advisory and sub-advisory services.

Felton Messina is a financial advisor at Bolton Securities Corporation with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Bolton Global Asset Management since 2018 and Bolton Global Capital since 2015. 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 combines internally managed portfolios and third-party managers, focusing on tailored investment strategies with a generally long-term orientation while allowing tactical adjustments.

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.