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.

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.

Sean Donovan is a CFP® with five years of industry experience, currently serving as a financial advisor at Grimes & Company. He previously worked at Fiduciary Trust Company, BNY Mellon, and UBS Financial Services. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including charitable organizations and government entities. The firm employs proprietary research and diversified investment strategies, acting also as a sub-adviser and trustee through affiliated entities.

James Karamourtopoulos is a CFP® with seven years of industry experience. He is currently with New England Private Wealth Advisors, LLC and has held prior 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-based investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers diversified portfolio construction with mutual funds, ETFs, and alternative investments, along with specialized model strategies targeting income generation.

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.

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.

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 prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, and Securities America, Inc. He is also involved in fixed insurance business activities including life, health, disability, annuities, long-term care, and property and casualty insurance. The Patriot Financial Group offers investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a range of investment options and a due-diligence process for selecting insurance carriers and annuity products.

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 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.

David Young is a financial advisor at New England Private Wealth Advisors, LLC, holding a Series 65 designation. He began his advisory career in 2025 and was previously employed at Manulife John Hancock Brokerage Services and John Hancock, with additional experience at Liberty Mutual. 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 diversified portfolio management, financial planning, retirement-plan advisory services, and separate-account Model Strategies focused on current income.

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.

Michael Pansovoy is a financial advisor with Bolton Securities Corporation and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including over 20 years with Bolton Global Asset Management and Bolton Global Capital. Outside of his advisory work, he owns and operates PAN-A-SEA, LLC, which manages a charter boat. 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, and institutions. The firm employs an IAR-driven approach with a range of investment options and sponsors custodial wrap programs while serving banking and thrift clients.

Alfred Boutiette is a financial advisor at Consolidated Portfolio Review Corp with six years of industry experience. He also manages The Visper Group LLC, which focuses on retirement income planning using fixed annuity and life insurance products. Prior to joining Consolidated Portfolio Review Corp in 2022, he worked at The Patriot Financial Group from 2019 to 2022. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients, including high net worth individuals, trusts, estates, and retirement plans. The firm uses an advisor-driven investment process tailored to each client, combining strategic asset allocation with fundamental and technical analysis across various asset classes.

Thomas Bacon is a financial advisor at Consolidated Portfolio Review Corp with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Trust Advisory Group, Ltd. and AGES Financial Services, Ltd. He has been with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC since 2025. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment process is advisor-driven and tailored to each client, utilizing strategic asset allocation alongside fundamental and technical analysis, and offers proprietary model portfolios as well as access to third-party managers.

Christopher Deeley is a CFA® charterholder with 17 years of industry experience. He has been with Grimes & Company since 2017 and previously worked at Adviser Investments, Braver Wealth Management, LMCG Investments, and Munder Lee Investments. Grimes & Company provides discretionary portfolio management and financial planning to a diverse client base, including individual investors, institutions, and government entities. The firm utilizes proprietary research and portfolio-management systems to build customized strategies across a range of investment vehicles, also serving other advisers as clients and offering affiliated trustee services.