Amy Deer is a Series 65 licensed financial advisor at Accelerate Retirement with six years of industry experience. She has worked with multiple firms including Commonwealth Financial Network and Alkeme Financial Services LLC. Outside of finance, she was involved with Dance Now Miami for five years. Accelerate Retirement serves individual and institutional clients by offering retirement plan consulting, discretionary investment management, financial planning, and fiduciary services. The firm uses a network of Investment Adviser Representatives to create customized portfolios with a long-term focus and manages significant retirement plan advisory relationships.

Jordan Smith is a financial advisor at Accelerate Retirement with eight years of industry experience. He holds the Series 66 designation and has held roles at firms including Lion Street Financial, John Hancock Investment Management, and Equitable Advisors. Accelerate Retirement serves individual and institutional clients, providing retirement plan consulting, investment management, financial planning, and fiduciary services. The firm uses customized portfolios and maintains a long-term investment approach while managing approximately $5.68 billion in plan assets under advisement.

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.

Benjamin Harding is a CFP®-certified financial advisor with 24 years of industry experience. He is currently affiliated with Diversify Advisory Services, LLC and DFPG Investments, LLC, and previously worked with Eagle Strategies (NY Life) and New York Life Insurance Company. Harding serves as a board member for Maine Huts & Trails, a nonprofit organization maintaining trails and huts in western Maine, and chairs the Practice Management Committee of the MDRT Top of the Table division. Diversify Advisory Services is an SEC-registered advisory firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a range of investment models and services including financial planning, portfolio management, corporate consulting, and family office advisory.

Jonathan Dick is a financial advisor with The Fiduciary Alliance, holding a Series 65 credential and three years of industry experience. He has worked at The Fiduciary Alliance and Dick Insurance Agency since 2020, and previously held roles in the biopharmaceutical sector and at the University of Rhode Island. In addition to his advisory role, he is involved with the Dick Insurance Agency as an agent and account executive. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a multi-divisional structure with a network of representatives, offering client-specific investment strategies that combine fundamental, technical, cyclical, and charting analyses alongside third-party manager allocations.

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.

Andrew Macdougall is a financial advisor with Csenge Advisory Group, LLC, holding CFP® and ChFC® designations and over 11 years of industry experience. He has worked at firms including Integrity Alliance, LLC, Lion Street Financial, Sapers & Wallack, Keenan Financial, Park Avenue Securities, and Guardian Life Insurance. He is also licensed as an insurance agent. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm’s investment process combines fundamental and technical analysis with a relative strength methodology and a four-step top-down approach, offering customized portfolio management through discretionary and model-based strategies.

Thomas Holubiak is a financial advisor at Bolton Securities Corporation with 12 years of industry experience. He holds the Series 66 designation and has worked at Bolton Securities Corp and Bolton Global Capital since 2017, following five years at Commonwealth Financial Network. He is also licensed to offer life, health, and disability insurance products as an insurance broker. 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 advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, combining long-term strategies with tactical trading and rebalancing.

Cynthia Nims is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has been associated with Bolton Global Asset Management and Bolton Global Capital since 2011. Outside of her advisory role, she is president of Family Legacy Partners, Inc., an entity created to operate securities and investment advisory businesses, and serves as trustee of the Family Legacy Partners Inc 401K plan. 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 is tailored through a network of independent investment adviser representatives, using a range of investment vehicles with a generally long-term orientation while allowing tactical adjustments.

Scott Liston is a financial advisor at Santander Securities LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Santander in various capacities since 2007. Outside of his advisory role, he serves on the boards of the Cape Community Ice Arena and the Casco Bay Hockey Association, and is the treasurer for The Cromwell Center for Disabilities Awareness. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and ongoing compliance oversight.

Alan Sharpe is a financial advisor at Capitol Securities Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arthur W Wood Company Inc, Arthur Wood Investment Advisors Corp, and Moors & Cabot. He also operates a separate business under the name AL Sharpe Financial LLC. Capitol Securities Management serves individual, institutional, and corporate clients with portfolio management, financial planning, and consulting services. The firm functions as both a broker-dealer and registered investment adviser, offering various advisory programs including discretionary and non-discretionary accounts and access to third-party money managers.

Charles Sullivan is a CFP® with 21 years of experience in the financial industry. He is affiliated with Bolton Securities Corporation and has worked with Bolton Global Asset Management since 2006, Bolton Global Capital since 2004, and Ciulla, Dixon & Dale, LLC since 1994. In addition to his advisory role, he is the owner and president of Sullivan, Dixon & Co., PC, a CPA firm providing accounting and bookkeeping services. Bolton Global Asset Management offers 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 advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a focus on long-term investment strategies combined with tactical trading and rebalancing.

Michael Woodman is a financial advisor at Northeast Planning Associates, Inc. with 36 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Northeast Planning Associates in 2022, Woodman worked for Kovack Advisors, Inc. and Kovack Securities, Inc. for 15 years. He is also a notary public in Massachusetts. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular, consultative planning engagements and access to investment management, focusing primarily on individual and plan-sponsor clients.

Aviva Sapers is a financial advisor at Csenge Advisory Group, LLC with 41 years of industry experience. She holds a Series 63 designation and has worked with firms including Integrity Alliance, LLC, Lion Street Financial, and Kestra Financial Services. She is also the owner of Sapers & Wallack Insurance Agency Inc., an insurance sales and wealth management business operating since 1987. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm’s investment approach integrates fundamental and technical analysis with a relative strength methodology, offering customized portfolio management through discretionary and model-based allocations.

Shelley Rogers is a financial advisor at Bolton Securities Corporation with 14 years of industry experience. She holds the Series 66 designation and has been with Bolton Securities since 2014, also working with Bolton Global Capital since 2011. Rogers maintains a fixed insurance license. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse clientele, including individuals, high-net-worth investors, charitable organizations, and institutional clients. The firm employs an IAR-driven approach, utilizing a range of investment vehicles with a generally long-term orientation while allowing tactical adjustments.

Kelly Saffery is a CFP® professional with eight years of experience in the financial advisory industry. She has been with New England Private Wealth Advisors, LLC since 2018 and previously worked at Boston Private Wealth in 2017. 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 emphasizes diversified portfolios primarily using ETFs and mutual funds and offers customized wealth planning and retirement plan advisory services.

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.

Dennis Palmerini is a CFP® with 18 years of experience in the financial services industry. He is currently with Blackridge Asset Management, LLC and has held prior roles at PEAK Brokerage Services, LLC, Hornor Townsend & Kent LLC, and Mass Mutual Life Insurance Company. In addition to his advisory work, he is licensed as a property and casualty insurance agent. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored financial planning and model-based portfolio management through an online platform, utilizing a mix of fundamental, technical, and charting analysis and multiple affiliated entities to support client services.

Franz Loeber is a financial advisor with Vanderbilt Advisory Services in Weston, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Ark Global, LLC since 2015. Loeber is also associated with True Gritt LTD dba Vanderbilt Financial Group, a marketing and compensation business unrelated to investment management. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing a strategic asset allocation process combined with fundamental, technical, and charting analysis.

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.