Benjamin Wallace is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Grimes & Company since 2001. He holds a Series 66 registration and participates as treasurer of the Mystic River Rugby Club. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and governmental entities, offering customized investment strategies through proprietary research and a range of investment vehicles. The firm provides discretionary management, financial planning, and non-investment referrals, with notable work for other advisers and municipal clients.

Jared Sweeney is a CFP® professional with 15 years of experience in the financial advisory industry. He is currently with Mission Wealth Management, LP and has previously worked at Lion Street Financial, LLC, PRW Wealth Management LLC, and Contravisory Investment Management, Inc. Mission Wealth Management is a multi-team SEC-registered firm that serves affluent individuals and families, as well as pension plans and endowments. The firm employs customized, long-term investment strategies using a variety of asset classes and offers a range of wealth management and financial planning services through tiered client engagement models.

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 been with Grimes & Company since 2014. Grimes & Company Wealth Management serves individuals and families, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, and government entities. The firm provides discretionary investment management and financial planning, employing customized strategies based on proprietary research and a range of investment vehicles.

Jae Song is a financial advisor at Grimes & Company with 12 years of industry experience. He holds the CFA® designation and Series 65 license and has been with Grimes & Company since 2011. Grimes & Company Wealth Management serves individuals, families, trusts, pension plans, and government entities, offering discretionary investment management, financial planning, and referrals to unaffiliated professionals. The firm uses proprietary research and portfolio management systems to build customized strategies across various investment vehicles and is notable for its private investment vehicle and work with other advisers and public sector clients.

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 Wealth Management with 21 years of industry experience. He has been with Robertson Stephens since 2022 and is also the managing member of the general partner for three venture funds under Vodia Ventures, which he has been involved with since 2004. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Investment Committee, managing over $7 billion in client assets as of December 31, 2024.

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 industry experience. He is currently with Grimes & Company and has prior experience at Mutual of America and Strategic Retirement Partners. Maguire is also an independent insurance agent. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, offering discretionary investment management and financial planning. The firm uses proprietary research and diversified allocation strategies, and it provides specialized services such as sub-advisory roles and estate-documenting access.

Timothy Grimes is a financial advisor with Grimes & Company in Westborough, MA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior affiliations include NewEdge Securities and several life insurance companies dating back to 1981. He serves as trustee for multiple family trusts. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension plans, and governmental entities, offering discretionary investment management and financial planning. The firm employs customized investment strategies using proprietary research and a range of investment vehicles, with notable work as a sub-adviser to other advisers and government clients.

Sean Donovan is a financial advisor at Grimes & Company with five years of industry experience. He holds the CFP® designation and securities licenses Series 63, 65, and 66. Prior to joining Grimes & Company, he worked at Fiduciary Trust Company, BNY Mellon, and UBS Financial Services. Grimes & Company Wealth Management serves individuals, families including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and governmental entities. The firm offers discretionary investment management and financial planning, building customized strategies through proprietary research and a diversified approach across multiple investment vehicles.

James Karamourtopoulos is a CFP® professional with six years of industry experience, currently serving as an advisor at New England Private Wealth Advisors, LLC. His prior experience includes roles at Forefront Wealth Partners, Origin Financial, FP Alpha, Centinel Financial Group, Hereford Financial, Everyday Life, and GW&K Investment Management. 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 focuses on broadly diversified portfolios primarily using ETFs and mutual funds, and it offers both discretionary and non-discretionary asset management with customized wealth planning and retirement plan advisory.

Joseph Macmunn is a financial advisor at Simplicity Wealth with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LifePro Asset Management and AE Wealth Management, LLC. He also operates College Funding Solutions Inc. dba Macmunn Financial Management, focusing on college expense financial planning. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and offers advisory services including financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, combining advisory services with technology and operational solutions for other advisers.

Lisa Tursi is a financial advisor with Regal Investment Advisors LLC and Regulus Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at Lincoln Investment for 15 years. Tursi also operates Tursi Wealth Management, providing financial and insurance services. Regal Investment Advisors LLC, doing business as LionShare, offers discretionary investment management to independent advisers and subadvisors, serving individual, charitable, and corporate clients through a range of proprietary and third-party model portfolios.

Jon Loranger is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Cetera Financial Specialists LLC, Securities America, Inc., Allstate Insurance Company, MML Investors Services, and MassMutual Life Insurance Company. In addition to his advisory work, he serves as Executive Vice President of Compliance and Operations at The Patriot Financial Group Insurance Agency, LLC. 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, managing approximately $2.4 billion across 37 advisors and sponsoring a wrap-fee program.

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.

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 with NewEdge Securities, LLC, and The Leaders Group DBA Simplicity Investments prior to his current role. Grenon serves on the board of directors of BankHometown, a mutual savings bank. Grimes & Company Wealth Management serves individuals, families, trusts, pension plans, and government entities by providing discretionary investment management, financial planning, and implementation referrals. The firm uses proprietary research to build customized portfolios and offers a variety of investment strategies, including options and ESG screens at client direction.

David Young is a financial advisor at New England Private Wealth Advisors, LLC with a Series 65 credential and one year of experience. His prior roles include positions at Manulife John Hancock Brokerage Services and John Hancock, with earlier experience at Liberty Mutual. New England Private Wealth Advisors is a fee-based investment adviser managing approximately $5.09 billion for individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm emphasizes broadly diversified, low-cost portfolios and offers discretionary management alongside third-party separate account managers.

Janelle Coulman is a Certified Financial Planner (CFP®) and holds a Series 66 license with 12 years of industry experience. She has worked at Grimes & Company, Inc. since 2014 and previously spent 11 years at NewEdge Securities, LLC. Grimes & Company Wealth Management serves individuals and families, including high-net-worth clients, as well as trusts, estates, pension plans, and state or municipal government entities. The firm provides discretionary investment management, advanced financial planning, and non-investment referrals, using proprietary research and diversified strategies across various asset classes.

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.