Angela Casasanto is a Series 66-licensed financial advisor at Capital Analysts with 20 years of industry experience. Her prior roles include positions at Lincoln Investment, LPL Financial, M&T Bank, and Raymond James Financial Services. Outside of her advisory work, she serves as Co-Chair of the Charlton Cultural Council and leads the Massachusetts CSA Leaders Network, a professional group for Certified Senior Advisors. Capital Analysts serves retail and institutional clients such as individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network, with investment management provided both by an in-house team and outside advisors.

Edward Naroian is a financial advisor at Bolton Securities Corporation with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including Bolton Global Capital and Brighton House Associates. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized wealth management using mutual funds, ETFs, equities, and fixed-income securities, emphasizing a long-term investment approach alongside more flexible trading strategies.

Jennifer Moran is a Certified Financial Planner (CFP®) with 18 years of industry experience. She has worked at Grimes & Company since 2014 and previously held roles at Daintree Advisors LLC and Calibre Advisory Services Inc. 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 portfolio-management systems, with a focus on diversified allocations across various funds, individual securities, and selected private vehicles.

Mitchell Glazier is a CFP® with 14 years of industry experience, currently serving as an advisor at Bay Colony Advisors since 2017. He previously operated Glazier Financial Advisors from 2014 to 2017 and has been with VestGen Advisors, LLC since 2026. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, and family office services. The firm combines a fundamental, long-term investment approach with access to third-party sub-advisers and distinguishes itself by integrating family-office and concierge services alongside institutional retirement fiduciary offerings.

Jae Song is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has worked at Grimes & Company, Inc. since 2011. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including 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 also offers trustee services and sub-advisory engagements.

Christopher Bourdeau is a financial advisor at Bolton Securities Corporation with 15 years of industry experience. He holds the Series 66 designation and has been with Bolton Securities and Bolton Global Capital since 2014. 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’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, combining long-term orientation with tactical trading and rebalancing.

David Matias is a Series 65-licensed advisor at Robertson Stephens with 22 years of industry experience. He has held roles at Vodia Capital, Vodia Ventures, and currently serves as managing member of the general partner for three venture funds affiliated with Vodia. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, offering portfolio management and planning services. The firm manages $8.76 billion in assets and employs a model-based investment approach overseen by its Investment Office and Committee.

Peter Klinkmueller is a financial advisor at Alera Investment Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Strategic Retirement Plan Consultants, Inc. and LPL Financial. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans, employing a primarily long-term, fundamental-analysis-driven investment approach.

Michael Maguire is a CFP® and ChFC® with 21 years of experience in the financial services industry. He has worked at Grimes & Company since 2023 and previously spent 16 years at Mutual of America among other firms. Maguire is also an Independent Insurance Agent. Grimes & Company provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutions, estates, and government entities. The firm uses proprietary research and portfolio-management systems to create customized investment strategies across a range of asset types and offers trustee services and sub-advisory arrangements.

John Lian is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Cambridge Investment Research, LPL Financial, and Mass Mutual Investors Services. He serves as a board trustee for the Juniper Outreach Foundation and the Fairlawn Foundation. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Sean Donovan is a Certified Financial Planner (CFP®) with five years of industry experience. He currently works at Grimes & Company and has previously held roles at Fiduciary Trust Company, BNY Mellon, and UBS Financial Services. Grimes & Company provides discretionary portfolio management and financial planning services to individual and institutional clients, including estates, charitable organizations, and government entities. The firm uses proprietary research and portfolio-management systems to create customized investment strategies across a range of securities and specialized managers.

John St Marie Jr. is a financial advisor with Capital Analysts based in Worcester, MA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been self-employed since 1986 and has worked with Lincoln Investment Planning, Inc. since 2012. In addition to his advisory work, he is involved in the sales and service of fixed insurance products, including health insurance and annuities. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and proprietary investment strategies.

Joseph Macmunn is a financial advisor at Simplicity Wealth with 24 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at LifePro Asset Management, AE Wealth Management, and operating Macmunn Financial Management, where he specialized in college expense financial planning and related insurance products. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a “fund-of-funds” investment approach primarily using ETFs and mutual funds, offers discretionary portfolio management and a managed account platform, and provides technology and operational solutions to advisers.

Matthew Dunn is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Foundations Investment Advisors since 2017 and has prior experience with Financial Resource Partners and Ameritas Life Insurance Corp. Dunn also operates a sole proprietorship involved in the sale of fixed life insurance and annuities. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis and offers tailored advice using model portfolios and an asymmetric rebalancing approach.

Lisa Tursi is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Her prior roles include positions at Capital Analysts, LLC and Lincoln Investment Planning, LLC. She conducts financial services and insurance activities through her DBA, Tursi Wealth Management. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, exercising day-to-day trading discretion while Primary Advisors maintain client relationships and suitability responsibilities.

Brian Heffernan is a financial advisor with Northeast Planning Associates, Inc. and holds a Series 66 designation. He has 23 years of industry experience, including 19 years with LPL Financial. He is also involved in a family business as a general partner of Mahdeen Management, LLC. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements with access to investment management, managing approximately $327.7 million in client assets.

Jennifer Siraco is a CFP® and holds a Series 66 license with five years of industry experience. She currently works at Prosperity - An EisnerAmper Company and previously held roles at Mass Mutual and Minnesota Life Insurance Company. Prior to entering the financial industry, she worked at Walnut Street Center for 18 years. Prosperity - An EisnerAmper Company serves individuals, high-net-worth clients, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and consulting services. The firm manages approximately $5 billion in client assets, emphasizing asset allocation and diversification through both discretionary and non-discretionary management often in partnership with third-party independent managers and technology platforms.

James Grenon is a financial advisor at Grimes & Company with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and NewEdge Securities. In addition to his advisory role, Grenon serves on the board of directors for a mutual savings bank and operates an independent insurance agency focused on insurance planning. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and government entities. The firm employs proprietary research and portfolio-management systems to build customized investment strategies across a range of asset types and serves other advisers as clients as well as acting as a sub-adviser.

Janelle Coulman is a CFP® and holds a Series 66 designation with 12 years of industry experience. She has worked at Grimes & Company since 2014 and previously spent 11 years at NewEdge Securities, LLC. Coulman is based in Westborough, MA. 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 uses proprietary research to build customized investment strategies and also serves other investment advisers and acts as a private fund adviser.

Myles Mccormick is a Certified Financial Planner (CFP®) with 32 years of industry experience. He has been with Momentum Independent Network Inc. since 2008. Outside of his advisory role, he serves on the Fieldstone Lane Homeowners Association board, participating in property management decisions without compensation. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm offers a range of investment programs and utilizes third-party managers and Envestnet for model delivery and account management, with notable integration of Hilltop affiliates in its municipal bond strategies and cash management features.