Robert Joseph Jr. is a financial advisor with Capitol Securities Management, Inc. in Wellesley, MA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 17 years at Capitol Securities. He is a partner in RRJ2, LLC, a pass-through entity used for office-related expenses. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage and investment advisory services, financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs, including separately managed accounts and wrap fee programs, and employs a broad range of investment instruments tailored to client-specific policies.

Jay Merrill is a financial advisor at Capital Analysts with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including American General Life Insurance Company and Banner Life Insurance. Merrill is involved in community activities as the treasurer for Paxton Little League and co-owns McGrath & Merrill Associates, an independent financial advisory office. Capital Analysts serves both retail and institutional clients, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors. The firm provides investment management via an in-house team and third-party managers, leveraging proprietary screening tools and maintaining institutional relationships to support a broad range of investment products.

Joseph Benoit Jr. is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Grimes & Company in Westborough, MA. He has worked at Grimes & Company since 2006 and previously spent eight years at Mid Atlantic Capital Corporation. Grimes & Company provides discretionary portfolio management and financial planning to a diverse client base including individuals, institutions, estates, charitable organizations, and government entities. The firm employs proprietary research and portfolio-management systems to build customized investment strategies across various asset types and offers trustee services through an affiliated trust entity.

Thomas Dunlap is a CFA® charterholder with four years of industry experience. He is currently with Grimes & Company and has previously worked at Harmony Wealth Partners LLC, Clarendon Private LLC, and Loomis, Sayles & Company L.P. Grimes & Company provides discretionary portfolio management and financial planning for individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm employs customized investment strategies using proprietary research and portfolio-management systems across a broad range of assets and also offers trustee services through an affiliated trust entity.

Jackson Rotondo is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Rotondo is also involved in insurance brokering for non-registered products. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and corporate consulting with an investment approach focused on tactical diversification and individualized asset allocation.

Francois Ducroux is a financial advisor at Bay Colony Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bay Colony Advisory Group since 2020, following an 11-year tenure at Winslow, Evans & Crocker. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other instruments, and is noted for its comprehensive fiduciary retirement services and expanded family-office offerings.

Stephen Boudreau is a financial advisor at Alera Investment Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Strategic Retirement Plan Consultants, Inc. and LPL Financial. He also provides administrative support to Strategic Retirement Plan Consultants, an independent investment advisory firm. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to a broad client base, including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental analysis approach while incorporating various investment vehicles and provides ongoing portfolio supervision and consulting services.

David Barlow is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Grimes & Company. His prior roles include positions at Goodman Advisory Group, Ferris Capital, and Bts Asset Management. Grimes & Company provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutions, estates, and government entities. The firm employs proprietary research and a range of investment vehicles, offering customized strategies while also serving other investment advisers and acting as a private fund adviser.

Jeffrey Monfette is a financial advisor at Consolidated Portfolio Review Corp with six years of industry experience. He holds a Series 65 credential and has worked at Consolidated Portfolio Review Corp since 2022, following prior roles at The Patriot Financial Group and his own firms, Sharry & Monfette, LLP and The Visper Group, LLC. Outside of his advisory work, he practices law as an attorney at Sharry & Monfette, LLP. Consolidated Portfolio Review Corp provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans through a multi-advisor platform. The firm emphasizes an advisor-driven investment process tailored to each client, utilizing strategic asset allocation combined with fundamental and technical analysis across various securities.

Ross Frankenfield is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2025. Prior to that, he spent 19 years at Harbor Funds Distributors, Inc. and Harbor Capital Advisors, Inc. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, and institutional investors through a conservative, bottom-up equity process focused on downside protection and risk management.

Bruce Rellstab is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior roles include positions at Broker Dealer Financial Services Corp. and Community Investment & Retirement Services, where he also serves as president of an independent insurance agency specializing in fixed and index annuities, long-term care, and life insurance. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm’s approach focuses on fixed-income and income-oriented strategies, utilizing active portfolio management and third-party manager allocations, alongside specialized family-office and special-needs planning services.

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.

Sara McGrath is a financial advisor with Capital Analysts in Worcester, MA, holding a Series 66 credential and over 22 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 2012 and previously at Legend Advisory, LLC from 2005 to 2012. Outside of her advisory role, she serves as the Girls Coordinator for Grafton Youth Lacrosse, managing coaches, schedules, and events. Capital Analysts serves retail and institutional clients, including individual and high-net-worth investors, trusts, and foundations. The firm provides portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of advisors, delivering both discretionary and non-discretionary investment management supported by an in-house research team.

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 16 years of experience at Greenwich Wealth Management, LLC. He provides consulting services including writing and editing, occasionally teaches a graduate course on Equity Analysis, and serves on the board of trustees of the Armenian Museum of America as well as the Corporate Disclosure Policy Council of the CFA Institute. Greenwich Wealth Management serves high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm builds customized portfolios using fundamental, technical, and macro analysis across diverse instruments and integrates external managers and custodial platforms while managing both individual and pooled investment vehicles.

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.

Matthew Lichtman is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 14 years of industry experience, including seven years at Goldman, Sachs & Co. and five years at Advisory Services Network. In addition to his advisory work, Lichtman is the managing member of Lichtman & Associates, LLC, a law firm based in Wellesley, MA. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing a wide range of investment strategies tailored to client objectives and risk tolerances.

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 experience in the financial industry. He has been with Grimes & Company since 2001. Outside of his advisory role, he serves as treasurer for the Mystic River Rugby Club, managing the club's budget and bank account. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and government entities. The firm uses proprietary research and portfolio-management systems to build customized investment strategies across various asset types and also serves other investment advisers and acts as a sub-adviser.