Kelly Saffery is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at New England Private Wealth Advisors, LLC since 2018. Prior to this, Saffery worked at Boston Private Wealth for one year and completed four years of study before entering the industry. New England Private Wealth Advisors provides fee-based investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes broadly diversified portfolios using low-cost mutual funds and ETFs, monitors third-party managers and legacy positions, and offers alternative investments and options-based income strategies alongside traditional financial planning.

Joaquin Pastor is a Series 66 licensed financial advisor with Bolton Securities Corporation, bringing three years of industry experience. His prior roles include positions at Bolton Global Asset Management, Bolton Global Capital, Max Capital, McKinsey & Company, and the Ministry of Production. Outside of advising, he is a partner at a management consulting firm in Buenos Aires and teaches macroeconomics and financial asset valuation at two universities in Argentina. 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 customizes portfolios to client goals and risk tolerance, utilizing a range of investment vehicles with a generally long-term orientation while allowing for tactical adjustments.

Franz Loeber is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at TCW Investment Management Company LLC for six years and has been with Ark Global, LLC since 2015. He is also involved with True Gritt LTD, operating under Vanderbilt Financial Group in a marketing and compensation capacity. Vanderbilt Advisory Services serves a diverse range of clients, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Mark Celi is a financial advisor at St. Bernard Financial Services, Inc. in Concord, MA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Asset Financial Inc and was self-employed before joining St. Bernard in 2020. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, providing investment advisory and brokerage services including portfolio management and financial planning. The firm follows a long-term, conservative growth approach with tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds while considering tax and risk factors.

Caitlin Polson is a CFP® professional with 14 years of industry experience, currently serving as an advisor at New England Private Wealth Advisors, LLC since 2008. She holds a Series 65 license and is based in Wellesley, MA. New England Private Wealth Advisors provides fee-based investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers continuous portfolio management, financial planning, and retirement-plan advisory services, with an investment approach that includes broadly diversified portfolios using low-cost mutual funds and ETFs, alternative investments, and options-based income models.

Brandon Frye is a CFP® and Series 65-licensed advisor at Robertson Stephens with 19 years of industry experience. He previously worked at Vodia Capital, LLC for seven years prior to joining Robertson Stephens in 2022. Outside of his advisory role, he provides financial coaching for new widows through Wings for Widows. Robertson Stephens offers investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing $8.76 billion in assets as of the end of 2025. The firm provides discretionary and non-discretionary portfolio management using a variety of investment tools and offers planning services including tax and estate planning.

William Munro III is a financial advisor at Mariner Independent with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Securities Inc for 23 years. Since 2024, he has been associated with Kinney Munro Wealth Advisors and Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services through a platform that integrates institutional resources and affiliated investment capabilities.

Eleanor Kreitler is a CFP® and Series 66-licensed financial advisor at Grimes & Company with five years of industry experience. She previously worked at Morgan Stanley for four years and has held roles at Charles Schwab & Co., Inc. and Eaton Partners. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and municipal entities. The firm uses proprietary research to build customized investment strategies and also offers sub-advisory and trustee services.

Patricia Lavoie is a CFP® and Series 65 credentialed financial advisor with three years of industry experience. She is currently with Grimes & Company, where she has worked since 2023. Prior to that, she spent 17 years at Fortis Management Group LLC and one year at EP Wealth Advisors. Outside of advisory work, Patricia serves as a trustee for the John T Donahue Trust and Louise G. E Donahue Trust. Grimes & Company provides discretionary portfolio management and financial planning to a diverse client base, including individual and institutional investors such as estates, charitable organizations, and government entities. The firm emphasizes customized investment strategies utilizing proprietary research and a variety of investment vehicles, and also acts as a sub-adviser for other investment advisers.

Sarah Lewis is a CFP® at New England Private Wealth Advisors, LLC with nine years of industry experience. She has been with the firm since 2015. New England Private Wealth Advisors provides fee-based investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages broadly diversified portfolios using mutual funds and ETFs, monitors third-party managers, and offers alternative investments and income-focused model strategies.

Connor Mahoney is a financial advisor at Santander Securities LLC with six years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity, SagePoint Financial, and Securian Advisors of New England. Santander Securities LLC serves a diverse retail client base with approximately $3.14 billion in regulatory assets under management. The firm offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily focusing on non-high-net-worth investors.

Megan Brandt is a financial advisor at Kestra Private Wealth Services, LLC with one year of industry experience. She holds a Series 66 credential and previously worked at Expeditors International of Washington and City Catering Company. Brandt has also served as a Client Relationship Manager involved in registered representative activities. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a wide range of investment products and specialized services, including discretionary and non-discretionary account management.

Raymond Grenier is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has been with Bolton Securities since 2006 and also maintains longstanding roles at Delta Equity Services Corporation and Andover Capital Company, Inc. Grenier serves on the Board of Trustees for The Briarwood Community, an assisted living facility. 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, and institutional clients. The firm’s investment approach is advisor-driven and typically employs mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation while allowing for tactical adjustments.

Daphne Mahle is a financial advisor at Bolton Securities Corporation with 22 years of industry experience. She holds the Series 66 designation and has been with Bolton Securities and Delta Equity Services Corporation since 2005. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. 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 adjustments.

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.

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.

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.