Gregg Parker is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 credential and 28 years of industry experience. He has worked at Geneos since 2023 and previously was with American Portfolios Financial Services, Inc. and Cambridge Investment Research. Outside of his advisory role, he serves as a varsity assistant football coach at Northbridge High School. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers, using a variety of investment strategies across discretionary and non-discretionary accounts.

Philip Dubuque is a CFA® charterholder with 15 years of industry experience. He has been with Beaumont Financial Partners since 2013 and currently works out of their Needham, MA office. Dubuque is part of a 14-advisor team at Beaumont Financial Partners. Beaumont Financial Partners 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’s investment approach centers on its Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with personalized portfolio management tailored to clients’ objectives and risk tolerance.

Craig Shepard is a financial advisor at Impact Partnership Wealth, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Retirement Wealth Advisors, Inc. and Federal Retirement Solutions LLC, where he continues to serve as owner, manager, and president focusing on insurance and retirement income planning. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating primarily on a discretionary basis through a wrap-fee platform.

Scott Kadish is a CFP® professional with 19 years of industry experience, currently serving at Vanderbilt Advisory Services. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is active in community and environmental efforts, serving as a board member of the Jewish Climate Action Network of Massachusetts and as National Chairperson for the Shomrei Ha'aretz affinity group of the Federation of Jewish Men's Clubs. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation approach that integrates fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services supported by a unique integration with retirement-plan and benefits firms.

David Shnitzer is a CFP® with 21 years of industry experience, currently serving as a managing partner and wealth advisor at Capital Analysts. He previously spent 19 years with Ameriprise Financial Services and holds a founding board member role and treasurer position at Cameroon One, a nonprofit focused on alternative orphan care. Capital Analysts serves a wide range of clients, including individuals, high-net-worth investors, and institutional entities, offering discretionary and non-discretionary portfolio management supported by an in-house investment team and proprietary mutual fund screening. The firm is affiliated with Lincoln Investment and manages approximately $8.8 billion through a network of several hundred advisors.

Maureen Pasciucco is a CFA® charterholder with 12 years of industry experience. She has worked at Grimes & Company, Inc. since 2013. Grimes & Company provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, as well as state and municipal government entities. The firm employs customized investment strategies across various asset types and offers a range of institutional-type services, including sub-advisory roles and affiliated private investment funds.

Brendan Shea is a CFP® professional with two years of industry experience. He currently works at Grimes & Company and previously held roles at Heritage Financial Services and FP Solutions RI. Grimes & Company provides discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, as well as state and municipal government entities. The firm employs proprietary research and portfolio management systems to create customized investment strategies and offers a range of institutional-type services, including sub-advisory work, specialized allocations, and integrated non-investment client services.

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.

Paul Melanson is a financial advisor at Santander Securities LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2014. Santander Securities LLC provides investment advisory and related services to a broad range of clients, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and emphasizes service through an extensive branch and advisor network.

Brian Donovan is a financial advisor at Zacks Investment Management, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at LBMZ Securities, Inc. and Envestnet. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis, offering a wide range of strategies and serving both direct clients and third-party advisers through model portfolios and alternative funds.

Alexandre Oliveira is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He has been associated with Northeast Planning Associates, Inc. and LPL Financial since 2008. Oliveira serves as president of Olive Tree Wealth Management, a corporation he uses for managing his wealth management practice’s accounting and tax purposes. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Julia Vanzler is a CFP®-certified financial advisor with 16 years of industry experience. She has worked at F L Putnam Investment Management Co. since 2023 and previously held roles at Svb Private and Boston Private Wealth LLC. F L Putnam serves individual and institutional clients by providing discretionary and non-discretionary investment management, financial planning, and consulting services. The firm offers customized portfolios with both internally managed and third-party strategies across multiple asset classes, including specialized offerings such as Optimized Indexing and tax-aware fixed income.

John Cataldo is a financial advisor with Bolton Securities Corporation and holds a Series 66 designation. He has 15 years of industry experience and has worked at firms including Bolton Global Asset Management, Bolton Global Capital, LPL Financial, and Integrated Wealth Concepts. Additionally, he is a licensed attorney involved with D'Ambrosio Law Offices and serves as a notary public. 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 employs an IAR-driven approach that tailors portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical trading and rebalancing.

William Kriz Pakciarz is a CFA® charterholder with seven years of industry experience. He is employed by Bolton Global Asset Management and Bolton Global Capital since 2019 and serves as director of Sun Partners S.A. and Sun Partners Uruguay S.A., a foreign investment advisory firm licensed by the Central Bank of Uruguay. Outside of his advisory roles, he owns Violesan, a company based in Uruguay that provides economic consulting services. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management and financial planning through a network of independent advisers, emphasizing a long-term investment approach with a broad range of strategies and investment vehicles.

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.

Lynn Kaplan is a CFP® with 45 years of industry experience. She is affiliated with Capital Analysts and has worked with Lincoln Investment, Aag Securities, Commonwealth Equity Services, and Horizon Group Insurance & Agency throughout her career. Kaplan serves as a Managing General Agent for fixed annuities, life insurance, and long-term care insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and provides a range of advisory services through various program options.

Jordan Letendre is a CFP® with 15 years of industry experience, currently serving as an advisor at Grimes & Company since 2014. 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 to individuals, families, trusts, charitable organizations, pension and profit-sharing plans, and governmental entities. The firm offers customized investment strategies across a range of asset types and also serves as a sub-advisor to other registered investment advisers.

Tugba Pasaogullari is a financial advisor with Santander Securities LLC in Lexington, MA, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, The Colony Group, and multiple terms at Santander Securities and Santander Bank. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm delivers investment management chiefly through the FMAX wrap-fee platform, implementing strategies with third-party discretionary managers and offering ongoing suitability and compliance oversight.

Philippe Grenier is a financial advisor at Bolton Securities Corporation with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bolton Securities since 2009 and at Delta Equity Services Corp since 2001. Bolton Global Asset Management provides 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 uses an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, combining long-term strategies with tactical trading and rebalancing.