Daniel Montgomery is a financial advisor at Mission Wealth Management, LP with two years of industry experience. He holds a Series 65 designation and previously worked at Plante Moran Financial Advisors and One Lincoln Park, among other roles including positions at the University of Dayton and Kettering City Schools. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Corey Pomerleau is a CFP® with six years at F L Putnam Investment Management Co. and four years at Boston Private Wealth, totaling ten years of industry experience. He is based in Needham, MA. F L Putnam serves individual investors, families, and institutions including foundations, endowments, and family offices. The firm employs a team-based, customized investment approach using internally managed and third-party strategies across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

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.

Timothy Jun is a financial advisor at Kintra Wealth, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked for Commonwealth Financial Network for 13 years before joining Kintra Wealth in 2026. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm applies a model-driven investment process combined with fundamental security analysis and offers specialized services such as business exit planning and institutional collaboration.

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.

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.

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.

Jordan Smith is a financial advisor at Accelerate Retirement with eight years of industry experience and holds the Series 66 designation. He has previously worked at firms including Sapers & Wallack, Lion Street Financial, John Hancock Investment Management Distributors, and Equitable Advisors. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation approach using various investment vehicles and provides specialized services for plan sponsors including investment due diligence and fiduciary co-services.

Jordan Lee is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with two years of industry experience. He holds a Series 66 designation and has worked previously at Hub Pen and LYC Financial Group. Jordan serves as a trustee of the Krawshaw Family Trust alongside his siblings. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, including third-party manager selection and monitoring, emphasizing a predominance of non-discretionary asset management.

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.

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.

David Henry is a CFA® charterholder with seven years of experience in the financial services industry. He is currently with The Patriot Financial Group, LLC and has held roles at firms including Mass Mutual Life Insurance and H&R Block. Outside of his advisory work, he serves as a non-compensated board member and investment committee participant for Northeast Arc and Essex County Community Foundation, and acts as an innkeeper for a seasonal lodging business. 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, utilizing a variety of investment strategies and options while employing both internal and third-party managers.

John Cahill is a financial advisor with Beaumont Financial Partners in Needham, MA. He holds a Series 65 designation and has been with Beaumont since 2024. Prior to joining the firm, he worked at S&P Global and has experience in academic roles at Trinity College, Providence College, and the College of the Holy Cross. Beaumont Financial Partners offers 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 and utilizes low-cost index funds, ETFs, sub-advisors, and alternative investments, with client portfolios tailored by relationship managers to meet specific objectives and risk tolerances.