William Stott is a Series 65-licensed financial advisor with Marshfield Associates, where he has worked since 1990, totaling 36 years of industry experience. Marshfield Associates is a registered investment adviser managing approximately $8.12 billion for a diverse client base that includes high-net-worth individuals, state and municipal government entities, investment companies, and sovereign wealth funds. The firm employs a long-only value investment approach through a concentrated Core Value Equity Strategy and an optional Balanced Strategy that includes fixed income, emphasizing quality and a strict margin-of-safety buy discipline.

Emily Wood is a CFP® with 24 years of industry experience and is currently with Grimes & Company, where she has worked since 2002. She previously worked at NewEdge Securities, LLC from 2009 to 2025. Wood serves as Assistant Treasurer for the New England Botanical Garden at Tower Hill and is a steering committee member of the McNulty Women’s Institute for Women’s Leadership. She is also an investment committee member of the Worcester Art Museum. Grimes & Company provides discretionary investment management and financial planning to individual and institutional clients, including trusts, pension plans, and government entities. The firm employs customized investment strategies supported by proprietary research and portfolio management systems, serving a diverse client base with a range of investment and financial planning services.

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.

Thomas Grimes is a CFP® professional with over 32 years of industry experience. He has worked at Grimes & Company since 2003 and spent 16 years at NewEdge Securities, LLC. He serves on the board of directors for Walpole Cooperative Bank. 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 employs customized strategies supported by proprietary research and portfolio management systems across various asset classes and investment vehicles.

Dimitrios Georgakopoulos is a financial advisor at Packerland Brokerage Services, Inc. with 14 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials and has been self-employed since 2007. Outside of his advisory work, he serves as Stewardship Chair for the Greek Orthodox Church of Weston and is Treasurer and a board member for Weston Youth Soccer. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan consulting through a network of 176 advisors and utilizes third-party money managers and the Hilltop/Hilltop-cleared Envestnet platform to offer a range of investment solutions.

Jacob Clark is a financial advisor at ValMark Advisers, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Trove Private Wealth and WIS International. Clark also has experience assisting lead advisors with planning and data preparation at Trove Private Wealth. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing a combination of mutual funds, ETFs, and separate-account managers.

Jordan Lee is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with two years of industry experience. He holds a Series 66 designation and has worked previously at Hub Pen and LYC Financial Group. Jordan serves as a trustee of the Krawshaw Family Trust alongside his siblings. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, including third-party manager selection and monitoring, emphasizing a predominance of non-discretionary asset management.

Mohammed Siddiqui is a financial advisor at Wealthcare Advisory Partners LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Trilogy Financial, and National Planning Corporation. Outside of his advisory role, he serves as president of Solution Sales Management LLC, a consulting firm focused on clean energy and transportation. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that incorporates behavioral economics and quantitative measures to construct diversified, long-term portfolios.

Laurie Littlefield is a financial advisor with Grimes & Company in Westborough, MA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Grimes & Co. Inc. since 2005 and previously spent six years at Mid Atlantic Capital Corporation from 2011 to 2017. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, estates, pension plans, and state or municipal entities. The firm focuses on customized investment strategies using proprietary research and portfolio systems, offering services such as estate planning through the Vanilla platform and acting as a sub-advisor to other investment advisers.

David Henry is a CFA® charterholder with six years of industry experience. He is currently an advisor at The Patriot Financial Group, LLC and has held positions at firms including Mass Mutual Life Insurance and H&R Block. Outside of his advisory work, Henry serves as a non-compensated board member and investment committee member for Northeast Arc and is on the investment committee for the Essex County Community Foundation. He also works as an innkeeper for seasonal rental units in Salem, MA. 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 approaches, manages about $2.4 billion across 37 advisors, and offers services such as discretionary portfolio management, retirement plan advisory, and wrap-fee programs.

John Cahill is a financial advisor with Beaumont Financial Partners in Needham, MA. He holds a Series 65 designation and has been with Beaumont since 2024. Prior to joining the firm, he worked at S&P Global and has experience in academic roles at Trinity College, Providence College, and the College of the Holy Cross. Beaumont Financial Partners offers 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 and utilizes low-cost index funds, ETFs, sub-advisors, and alternative investments, with client portfolios tailored by relationship managers to meet specific objectives and risk tolerances.

John Barber is a CFP® and Series 65 credentialed financial advisor with 15 years of industry experience. He has worked at Beaumont Financial Partners since 2011 and Beaumont Financial Advisors since 2022, both located in Needham, MA. 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 uses a Dominant Benefit Theory of Investing and a collaborative investment process to tailor portfolios primarily with low-cost index funds, ETFs, selective sub-advisors, and alternative investments.

Claire Soja is a financial advisor with Capitol Securities Management, Inc. in Littleton, MA, holding Series 63, 65, and 66 designations and bringing 25 years of industry experience. Her prior roles include positions at Ameriprise Financial Services LLC and Winslow, Evans & Crocker, Inc. She also operates as The Wellesley Group. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and advisory services, comprehensive financial planning, pension consulting, and insurance products, utilizing a range of investment vehicles and third-party managers.

Matthew Morse is a CFA® charterholder with six years of industry experience. He is currently with Grimes & Company and has previously worked at Harmony Wealth Partners LLC, Clarendon Private LLC, Mainstone Capital Management, LLC, Eaton Vance Investment Counsel, and Baldwin Wealth Partners, LLC. Outside of his advisory role, he is a member of MCM Sports Partners, LLC, which is involved in sports franchise transactions. Grimes & Company provides discretionary investment management and financial planning services to a range of individual and institutional clients, including high-net-worth individuals, trusts, pension plans, and government entities. The firm emphasizes customized investment strategies supported by proprietary research and incorporates a variety of asset types and approaches, including the use of options, margin strategies, and sub-advisory relationships.

Caleb Procaccini is a Series 66-credentialed advisor with ValMark Advisers, Inc. in Plainville, MA, and has one year of industry experience. His prior work includes roles at Trove Private Wealth and Leigh Baldwin and Company, LLC. Outside of finance, he has involvement with youth lacrosse through the Nemasket Riverhawks. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizes proprietary and third-party platforms, and offers investment-company products and index licensing arrangements.

Scott Liston is a financial advisor at Santander Securities LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Santander in various capacities since 2007. Outside of his advisory role, he serves on the boards of the Cape Community Ice Arena and the Casco Bay Hockey Association, and is the treasurer for The Cromwell Center for Disabilities Awareness. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and ongoing compliance oversight.

Zaven Yarumian is a financial advisor at IP Financial Advisory Services LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Innovation Partners LLC. He is also president of Z.A. Yarumian & Co., a marketing consulting sole proprietorship serving investment managers. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, and consulting services. The firm focuses on personalized portfolios and discretionary management strategies, emphasizing service to non-high-net-worth retail investors and retirement plan participants.

Timothy Rheaume is a financial advisor at Grimes & Company with 14 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Grimes & Company in 2021, he worked at Natixis Investment Managers for 11 years. Grimes & Company provides discretionary investment management and financial planning services to individual and institutional clients, including high-net-worth individuals, trusts, and municipal entities. The firm emphasizes customized investment strategies supported by proprietary research and manages diversified portfolios across various asset classes.

David Kemmerer is a financial advisor at RFG Advisory, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network, Bluebird Wealth Management, Balter Liquid Alternatives, and MFS Investment Management. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware methods, and it serves a range of clients including investment companies, state and municipal entities.

Lindsay Garrahan is a financial advisor at Modera Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Modera, she worked at RMR Group and Ameriprise Financial. Her background includes roles outside finance at the Utah Arts Festival and the Humane Society of Utah. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines a diversified investment strategy based on Modern Portfolio Theory with in-house accounting and tax services, supporting approximately $17.7 billion in assets under management across more than 100 advisors.