Brendan Shea is a CFP® at Grimes & Company with two years of industry experience. He previously worked at Heritage Financial Services and FP Solutions RI. Grimes & Company offers discretionary investment management and financial planning to a diverse client base, including individuals, trusts, institutional clients, and government entities. The firm employs customized investment strategies supported by proprietary research and portfolio management systems, incorporating a range of asset types and approaches.

Alyson Basso is a CFP® and ChFC® with 19 years of industry experience. She is currently with The Patriot Financial Group, LLC and has held previous roles at Cetera Financial Specialists LLC, Santander Securities, LLC, and Santander Bank, NA. Outside of her advisory work, she serves on the Board of Directors for the Tri Town Council and works as an adjunct faculty member for the College for Financial Planning, delivering CFP® education courses. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, and retirement plans. The firm constructs customized portfolios using a variety of securities and employs a combination of fundamental, technical, and charting analysis, managing approximately $2.4 billion across 37 advisors.

Julia Vanzler is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at F L Putnam Investment Management Co. since 2023. Her prior experience includes roles at SVB Private, Boston Private Wealth LLC, and SEI Investments Management Corp. F L Putnam serves individual investors, families, and institutional clients with a range of investment management and financial planning services. Its team-based approach combines internally managed and third-party strategies across multiple asset classes, incorporating tax-aware rebalancing and options for sustainable investing.

Patrick Casserly is a financial advisor at Accelerate Retirement with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Mass Mutual Life Insurance Company and Fidelity Investments. Accelerate Retirement serves individual and institutional clients with retirement plan consulting, investment management, financial planning, and fiduciary services, utilizing customized portfolios and a long-term investment approach.

John Scarpelli is a financial advisor at Coppell Advisory Solutions LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Peak Financial Management, Merrimack College, and Apex Retirement Services. Outside of finance, he has had roles in education and hospitality, including positions at Medford Public Schools and Carols Restaurant. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an open-architecture investment platform using fundamental and technical analysis across a broad range of asset types.

Robert Macarthur is a CFP® professional with 32 years of industry experience, currently serving at ValMark Advisers, Inc. He has a history with Northwestern Mutual spanning over two decades and operates MacArthur Financial, LLC, focusing on executive benefits consulting. Additionally, he holds a non-voting shareholder position at Trove Private Wealth, where he contributes to wealth management and executive benefits advisory. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, incorporating both proprietary and third-party platforms and offering ongoing account monitoring and periodic reviews.

Jordan Letendre is a CFP® professional with 15 years of industry experience. He has worked at Grimes & Company since 2014 and previously spent three years at Boston Hill Advisors, LLC. He is a member of the Financial Planning Association of Massachusetts and serves on the investment committee at St. Joseph's Abbey. Grimes & Company provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, pension plans, and government entities. The firm uses customized investment strategies supported by proprietary research and manages portfolios across various asset types while also serving other advisers as a sub-advisor.

John Gentry is a CFP® professional with 18 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. He previously worked at Twelve Points Wealth Management, Asset Strategy Advisors, LLC, and Global Retirement Partners, LLC. Outside his advisory role, he volunteers on investment committees and as a trustee for regional United Church of Christ endowments and consults on product design and market segmentation for financial wellness software. RMR Wealth Builders, Inc. is a multi-team SEC-registered advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, retirement plan services, sub-advisory services, and educational seminars, with a range of specialty advisory options including annuity management and digital asset programs.

Mikhail Veselov is a financial advisor at ValMark Advisers, Inc. with four years of industry experience and holds the Series 66 designation. Prior to joining ValMark Advisers in 2022, he worked at Valmark Securities, Inc. and Capital Formation Group. Outside of finance, he is an accomplished cellist and faculty member teaching cello and chamber music at institutions including the Longy School of Music of Bard College and Virginia Commonwealth University School of Arts. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based portfolios and asset allocation strategies implemented through mutual funds, ETFs, and separate-account managers, offering comprehensive client account monitoring and periodic reviews.

Melissa Boccaci is a CFP® and ChFC® with 18 years of experience in the financial services industry. She is currently with New England Private Wealth Advisors, LLC, where she has worked 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 diversified portfolios primarily using ETFs and mutual funds and offers customized wealth planning and retirement plan advisory engagements.

Joffrey Smith is a CFP® and ChFC® with 22 years of experience in the financial services industry. He is currently with The Patriot Financial Group, LLC in Worcester, MA, where he has worked since 2014. His prior experience includes roles at LPL Financial LLC, Securities America, Inc., and Cetera Financial Specialists LLC. Outside of financial advising, he is the CEO of an insurtech company, Concordia Exchange, Inc., and serves on multiple nonprofit boards, including the Worcester Art Museum and the Estate and Business Planning Council of Worcester County. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a range of securities and conducts regular account reviews, managing approximately $2.4 billion across 37 advisors.

Samuel Kornstein is a CFA® charterholder with 14 years of industry experience. He is affiliated with Sowell Management and has served as Vice President at Cartesian, a strategic consulting firm, since 2012. At Cartesian, he provides non-investment-related consulting services to clients across various industries. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers services including model portfolios, sub-advisory relationships, and unified managed account solutions.

Julie Johnson is a CFA® charterholder with 24 years of industry experience. She currently works at Northwest Asset Management and has previously held roles at Nia Impact Capital and Reynders, McVeigh Capital Management, among others. Johnson serves as a compensated trustee for several trusts and charitable foundations, a role she has maintained for over two decades. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and other institutional clients. The firm offers customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services, employing strategic asset allocation and diversified portfolios built on Modern Portfolio Theory.

Kevin Grimes is a CFP® and CFA® with 28 years of industry experience. He has been with Grimes & Company since 1999 and previously worked at Mid Atlantic Capital Corporation from 2017 to 2021. He serves as a board member for North Hill, a charitable organization. Grimes & Company provides discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, estates, pension plans, and municipal entities. The firm employs customized investment strategies supported by proprietary research and offers a range of services including acting as a sub-advisor to other advisers and delivering estate-planning support through the Vanilla platform.

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.