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.

Brian Corcoran is a financial advisor at Beaumont Financial Partners with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beaumont Financial Advisors and Beaumont Financial Partners since 2011. 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 an investment process based on its Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with portfolio oversight tailored to client objectives and risk tolerance.

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.

Gavin Davis is a CFA® charterholder with over a decade of experience in financial advisory and investment management. He has worked at Beaumont Financial Partners since 2021, following roles at Brede Investment Management and the Commonwealth of Massachusetts Office of Administration and Finance. Prior to his financial industry career, he was involved with the Campaign for Charlie Baker for Governor. Beaumont Financial Partners serves affluent individuals, families, small businesses, and select institutions, offering investment management, wealth management, family office services, financial planning, and in-house tax preparation. The firm employs a Dominant Benefit Theory of Investing and integrates a range of investment vehicles, with oversight from an Investment Committee and tailored client relationship management.

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.

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.

Thomas Cahill is a financial advisor at Beaumont Financial Partners with 25 years of industry experience. He has been with Beaumont Financial Advisors and its predecessor firms since 1999. Beaumont Financial Partners provides investment management, wealth management, and family office services to affluent individuals, families, small businesses, and select institutions. The firm employs a structured investment approach based on its Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments.

Leo Rotman is a CFP® professional with 24 years of industry experience, currently serving at Diversify Advisory Services, LLC. He previously worked at River Financial Group, LLC, and New York Life Insurance, Co. Outside of advisory work, he is a board member of the Federation for Children with Special Needs, providing support and guidance for parents and professionals in that community. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification strategy with individualized asset allocation, offering a range of portfolio management and consulting services tailored to client goals and risk tolerance.

Kevin McGrath is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and over 44 years of industry experience. He has held positions at Cetera Financial Specialists LLC, Securities America, Inc., and Cambridge Investment Research Advisors, Inc. Additionally, McGrath has been involved in insurance sales and management through his ownership and leadership of McGrath Insurance Brokerage Inc. since 1993. 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, using a combination of charting, fundamental and technical analysis, and may utilize independent managers for client assets.

Jeremy Sandler is a CFP® with 14 years of industry experience. He has been with New England Private Wealth Advisors, LLC since 2014 and previously worked at Focus Partners Wealth, LLC and Mintz Levin Financial Advisors LLC. 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 focuses on broadly diversified portfolios using mutual funds and ETFs, monitors third-party managers, and offers alternative investments and options-based income strategies.

Gerard Dougherty is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at CreativeOne Wealth since 2017 and is also affiliated with Boston Independence Group, where he offers insurance products including disability, annuities, and life insurance. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies to support tailored investment solutions and ongoing portfolio management.

Henry Fisher is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 63 designation and 34 years of industry experience. He has been with LaSalle St. Investment Advisers since 2005 and previously worked at Commonwealth Financial Network. Outside of his advisory role, he serves as a successor trustee on a family trust account. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary asset management programs, uses a mix of mutual funds, ETFs, equities, fixed income, and options, and manages approximately $3.9 billion in non-discretionary assets and $1.84 billion in discretionary assets.

John Cahill is a financial advisor with Capitol Securities Management, Inc. in Wellesley, MA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Capitol Securities Management since 1997 and also maintains a self-employed law practice focused on estate planning and trusts for the firm’s clients. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and investment advisory services combined with comprehensive financial planning, pension consulting, insurance products, and educational seminars, managing assets through various account types and investment strategies.