Gregory Hughes is a financial advisor at McAdam LLC with 14 years of industry experience. He has held his current role since 2014 and previously worked at Purshe Kaplan Sterling Investments, Inc. from 2014 to 2017. Gregory holds Series 63 and Series 65 licenses. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client accounts on a discretionary basis with a diversified approach that includes traditional and alternative investments.

Cheryl Fortier is a CFP® professional with six years of industry experience. She has worked at Beaumont Financial Advisors, LLC and Beaumont Financial Partners, LLC since 2019 and previously spent eighteen years at BNY Mellon. 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 employs a Dominant Benefit Theory of Investing, using a combination of low-cost index funds, ETFs, selective sub-advisors, and alternative investments tailored to clients’ objectives and risk tolerance.

Jennifer Rosenbaum is a financial advisor at F L Putnam Investment Management Co. with seven years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and BNY Mellon. F L Putnam serves a diverse client base including individuals, families, and institutions, providing discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm employs a team-based approach with customized strategies across asset classes, incorporating both internally managed and third-party investments.

Gerald Dufault is a CFP® with 40 years of industry experience and is currently with The Patriot Financial Group, LLC. He has worked at multiple firms, including Rollover Advisory Services, LLC, Cetera Financial Specialists LLC, and Securities America Inc. In addition to his advisory roles, he is the owner of a business focused on expense management. The Patriot Financial Group provides 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 mix of charting, fundamental, and technical analysis, and offers a broad range of investment options including mutual funds, ETFs, private equity, and advisory annuities.

Todd Herman is a CFP® professional with five years of industry experience, currently serving at Grimes & Company since 2022. His prior roles include positions at iCapital, LLC, Kaplan College for Financial Planning, and Siharum Advisors. Grimes & Company provides discretionary portfolio management and financial planning for individual and institutional clients, including estates, charitable organizations, and government entities. The firm creates customized investment strategies utilizing proprietary research and offers trustee services through an affiliated trust entity.

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.

Ira Sager is a CFP® with 22 years of industry experience, currently serving at Advisors Capital Management, LLC. He previously worked at Optiwealth, LLC dba Optimum Wealth and First Allied Advisory Services, Inc., among other firms. Outside of advising, he teaches financial literacy courses. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, offering discretionary portfolio management through customized accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection across fundamental, quantitative, and qualitative methods, managing over $8 billion in assets for nearly 18,000 clients.

Emily Wood is a CFP® with 24 years of industry experience, currently serving at Grimes & Company since 2002. She previously worked at NewEdge Securities, LLC for 16 years. Wood holds roles outside of her advisory work, including assistant treasurer at the New England Botanical Garden at Tower Hill and a steering committee member for the McNulty Women's Institute for Women's Leadership. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including charitable organizations and government entities. The firm uses proprietary research to build customized investment strategies across a range of investment vehicles and also offers trustee services and sub-advisory arrangements.

Gonzalo Canelas is a financial advisor at Bolton Securities Corporation with 16 years of industry experience. He holds the Series 66 designation and has worked at Bolton Global Asset Management and Bolton Global Capital since 2020, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as a trust protector on a trust established in Switzerland. 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 employs an IAR-driven approach that customizes portfolios based on client goals and risk tolerance, using a mix of mutual funds, ETFs, equities, and fixed-income securities with a generally long-term focus while allowing tactical adjustments.

Kassandra Santana is a Series 66-licensed advisor at Bolton Securities Corporation with nine years of industry experience. She has been with Bolton Global Capital since 2016 and joined Bolton Global Asset Management in 2026. Outside of finance, she was involved with ELCO Cleaning and Disinfecting for two years. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized wealth management using a variety of investment vehicles and emphasizes a primarily long-term investment approach.

John Williams is a financial advisor with ValMark Advisers, Inc., holding the ChFC® designation and Series 63 license, with 43 years of industry experience. He has worked at ValMark Securities, Inc. since 2009 and previously spent over three decades with Capital Formation Group Inc. and Capital Formation Insurance Agency. He is also the owner of Capital Formation Group, Inc., a firm that markets financial services to the public. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by an investment committee.

Felton Messina is a financial advisor at Bolton Securities Corporation with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Bolton Global Asset Management since 2018 and Bolton Global Capital since 2015. 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 combines internally managed portfolios and third-party managers, focusing on tailored investment strategies with a generally long-term orientation while allowing tactical adjustments.

Cesar Colis Vidal is a Series 66-licensed financial advisor with Bolton Securities Corporation, based in Wellesley, MA, and has 16 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2015. In addition to his advisory role, he owns and operates New York Investment Solutions, LLC, a securities and advisory business. 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 corporations. The firm’s approach emphasizes tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical adjustments.

Thomas Grimes is a CFP®-certified financial advisor with 33 years of industry experience, currently practicing at Grimes & Company in Westborough, MA. He has worked with NewEdge Securities and has been active in his own advisory practice since 1991. Grimes serves on the board of directors of Walpole Cooperative Bank. Grimes & Company provides discretionary portfolio management and financial planning services to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and governmental entities. The firm offers customized investment strategies and also serves other advisers as clients, combining advisory services with affiliated trustee and financial offerings.

Dimitrios Georgakopoulos is a financial advisor at Packerland Brokerage Services, Inc. with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses 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, through a network of 176 advisors managing over $1.3 billion in assets. The firm offers financial planning, portfolio management, wrap-fee and unified managed account programs, and retirement-plan consulting, delivering investment solutions both directly and via third-party managers.

William Dow is a financial advisor with Bolton Securities Corporation and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has been with Bolton Securities since 2006. Dow is also co-owner and managing director of Dow Capital Management, LLC, an investment advisory business. 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, and retirement plans. The firm’s approach involves tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a generally long-term orientation and access to third-party managers and wrap-fee platforms.

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.

Lawrence Sasso is a financial advisor at Bison Wealth, LLC with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Bison Wealth, he worked at Broker International Financial Services and has maintained ongoing roles with Tarkenton Financial and Lawrence Sasso Insurance & Financial Services, Inc. He serves as an adjunct professor at Quinsigamond Community College, is the Commander of American Legion Post 201, and sits on the Worcester State University Board of Trustees. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm emphasizes outcome-focused, multi-manager model portfolios combining tactical and strategic allocations across liquid and private-market strategies, and offers specialized investment options including an options-based Overlay strategy and access to third-party managers.

Laurie Littlefield is a financial advisor at Grimes & Company with 29 years of industry experience. She has been with Grimes & Company since 2005 and previously worked at Mid Atlantic Capital Corporation from 2011 to 2017. Laurie holds Series 63 and Series 65 designations. 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 and portfolio-management systems to build customized investment strategies across various asset types and serves other advisers as well as state and municipal clients.

David Laliberte Jr. is a financial advisor at Vanderbilt Advisory Services with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2016. Outside of his advisory role, he is involved in fixed and indexed annuity sales, health insurance sales, and annuity and life insurance sales through his sole proprietorships. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services with an investment process that combines fundamental, technical, and charting analysis and integrates retirement-plan and benefits firms to support pension consulting and plan administration.