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.

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.

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.

William O'Brien is a financial advisor at F.L. Putnam Investment Management Co. in Needham, MA, with six years of industry experience. He has held Series 63 and Series 65 licenses and previously worked at Bank of America Private Bank for 17 years before joining F.L. Putnam in 2020. F.L. Putnam serves a diverse client base including individual investors, families, and institutions such as foundations and endowments. The firm employs a team-based approach to investment management, offering customized strategies across equities, fixed income, and alternatives, with options for sustainable investing and tax-aware rebalancing.

Ellen Hazen is a CFA® charterholder with nine years of industry experience. She has worked at F L Putnam Investment Management Co. since 2013. F L Putnam serves a diverse client base, including individuals, families, and institutions, offering customized, team-based investment management alongside financial planning and advisory services. The firm employs a research-driven approach that combines macroeconomic and security-level analysis and provides a range of investment strategies across asset classes with options for sustainable investing and tax-aware rebalancing.

Molly Welch is a financial advisor at Grimes & Company in Westborough, MA, holding CFP®, CFA®, and Series 65 credentials with four years of industry experience. Before joining Grimes & Company in 2021, she worked at athenahealth for five years. Grimes & Company provides discretionary investment management and financial planning services to a diverse client base, including individual and institutional clients. The firm offers customized investment strategies supported by proprietary research and portfolio management systems and serves other advisers as a sub-advisor, while also providing ERISA and participant-directed retirement plan services.

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.

Joseph Swirbalus is a financial advisor with Mariner Independent in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes tenure at JP Morgan Securities Inc., Cantor Fitzgerald & Co., BGC Financial, Liquidnet, and Tp Icap Global Markets Americas LLC. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, insurance solutions, and access to alternative investments through a network of investment adviser representatives utilizing both firm-built model portfolios and customized discretionary portfolios.

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.

Gordon Thomas is a CFP®-certified financial advisor at Grimes & Company with 10 years of industry experience. He has worked at Grimes & Company since 2021, following roles at MML Investor Services, Baystate Financial, and Fidelity Investments. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, estates, pension plans, and government entities. The firm emphasizes customized investment strategies supported by proprietary research and manages a broad range of assets while also serving as a sub-advisor to other investment advisers.

Daniel Montgomery is a financial advisor at Mission Wealth Management, LP, holding a Series 65 credential with two years of industry experience. Prior to joining Mission Wealth, he worked at Plante Moran Financial Advisors and has held positions at the University of Dayton, One Lincoln Park, and Kettering City Schools. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized, long-term wealth management and financial planning strategies using a diverse range of investment vehicles, including ETFs, mutual funds, individual securities, and alternative assets.

Corey Pomerleau is a CFP® with six years at F L Putnam Investment Management Co. and four years at Boston Private Wealth, totaling ten years of industry experience. He is based in Needham, MA. F L Putnam serves individual investors, families, and institutions including foundations, endowments, and family offices. The firm employs a team-based, customized investment approach using internally managed and third-party strategies across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

Micheline Dagher is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. She has worked at Foundations Investment Advisors since 2018 and previously spent six years at Kelly Financial Services. Dagher also conducts insurance and annuity sales through her own firm, Dagher Financial. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a range of analytical approaches and model portfolios, offering both discretionary and non-discretionary advisory services through a large network of affiliated representatives.

Cheryl Fortier is a CFP® professional with six years of industry experience. She has worked at Beaumont Financial Advisors, LLC and Beaumont Financial Partners, LLC since 2019 and previously spent eighteen years at BNY Mellon. Beaumont Financial Advisors provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm employs a Dominant Benefit Theory of Investing, using a combination of low-cost index funds, ETFs, selective sub-advisors, and alternative investments tailored to clients’ objectives and risk tolerance.

Jennifer Rosenbaum is a financial advisor at F L Putnam Investment Management Co. with seven years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and BNY Mellon. F L Putnam serves a diverse client base including individuals, families, and institutions, providing discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm employs a team-based approach with customized strategies across asset classes, incorporating both internally managed and third-party 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.

Jeanne Hagar is a financial advisor at OneSeven with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Boston Harbor Wealth Advisors. In addition to her advisory role, she serves as an agent placing term life, long-term care, and disability insurance products. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach, utilizing diversified portfolios that include mutual funds, ETFs, stocks, bonds, and access to alternatives and private placements.

Todd Herman is a financial advisor with Grimes & Company in Westborough, MA, holding CFP®, Series 63, and Series 65 designations and five years of industry experience. His prior experience includes roles at iCapital, LLC, Kaplan College for Financial Planning, and Siharum Advisors. Grimes & Company provides discretionary investment management and financial planning services to individual and institutional clients, offering customized investment strategies supported by proprietary research and portfolio management systems. The firm serves a diverse client base, including high-net-worth individuals, trusts, pension plans, and municipal entities.