Michelle Newcomb is a financial advisor at Bartholomew & Company Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at Commonwealth Financial Network and Bartholomew & Company since 2011. Outside of her advisory role, she is engaged in direct sales with Mary Kay Cosmetics and works as a motivational and public speaker focusing on personal growth and life balance for women. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning services to institutional clients and individual investors. The firm employs an institutional research process and model portfolios combining active, passive, and core-satellite strategies, with an emphasis on short-term, high-grade fixed income and municipal bond strategies.

Louise Henningsson is a Series 66-licensed advisor at Bartholomew & Company Wealth Management, LLC with one year of industry experience. She has held positions at Bartholomew & Company Inc and Boston University and has prior experience working with CliftonLarsonAllen LLP and Saint Leo University. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning to institutional clients and individual investors. The firm employs an institutional research process and model portfolios that integrate active and passive investment strategies, with a focus on fixed income, municipal bonds, and ESG-oriented approaches.

Christopher Carelli is a financial advisor at Carr Financial Group with 22 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Private Advisor Group, LLC and LPL Financial. He also acts as an independent insurance agent, periodically selling life insurance and fixed annuity products. Carr Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation using diversified mutual funds and ETFs, with discretionary account management and a family office practice under a separate fee arrangement.

Michelle Fuller is a financial advisor at Bartholomew & Company Wealth Management, LLC with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at John Hancock and UBS Financial Services. Fuller is the owner of Growth Accelerated, LLC, a non-investment-related business entity. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management and financial planning services to institutional clients such as trusts, municipalities, foundations, endowments, and non-profits, as well as individual investors. The firm employs an institutional research process and firm-developed model portfolios that combine active, passive, and core-satellite strategies, with a focus on short-term, high-grade fixed income and municipal bonds, along with ESG-oriented approaches.

Alexander Bartholomew is a financial advisor with Bartholomew & Company Wealth Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked with Commonwealth Financial Network since 2010 and has been with Bartholomew & Co. Inc. since 2009. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning services to institutional clients such as trusts, municipalities, foundations, endowments, and non-profits, as well as individual investors. The firm employs an institutional research process and model portfolios combining active, passive, and core-satellite strategies, with a focus on short-term, high-grade fixed income and municipal bonds.

Joshua Paul is a CFP® with 31 years of industry experience, currently serving at Bartholomew & Company Wealth Management, LLC. He has been associated with Bartholomew & Company and Commonwealth Financial Network since 1995. Joshua is also involved in fixed insurance sales at his branch location. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management and financial planning to both institutional and individual clients. The firm employs an institutional research process and model portfolios that blend active, passive, and core-satellite strategies, with a focus on fixed income, municipal bonds, and ESG-oriented approaches.

Julianne Hertel is a financial advisor at Cornerstone Planning Group in Worcester, MA, holding the ChFC® designation with 19 years of industry experience. Her prior roles include positions at Dream Big Wealth Strategies, Chan And Dahrooge Financial Group, and Eagle Strategies (NY Life). Outside of her advisory work, she volunteers as a foster caregiver for homeless dogs with Broken Tail Rescue, Inc., and serves on the boards of the MDRT Foundation and the Safe Exit Initiative, a nonprofit focused on ending sex trafficking. Cornerstone Planning Group serves individuals, businesses, and various entities with discretionary portfolio management and comprehensive financial planning. The firm employs a model-based investment approach emphasizing low-cost, passive ETFs and mutual funds, and offers ERISA fiduciary consulting and retirement-plan services.

Michael Preston is a CFP® with 26 years of experience in the financial services industry. He has been with New Harbor Financial Group, LLC since 2005 and previously worked at Purshe Kaplan Sterling Investments and UBS Financial Services. Outside of his advisory role, he is a co-owner of New Harbor Acquisition Partners, LLC, a business acquisition search firm. New Harbor Financial Group is a team-based registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charities, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis to manage client assets through a range of investment vehicles, including ETFs, equities, bonds, mutual funds, and options strategies.

Kathlyn Scheel is a financial advisor at New Harbor Financial Group, LLC in Worcester, MA, holding a Series 66 designation with 13 years of industry experience. Her prior roles include positions at Baystate Financial and Commonwealth Financial Network. New Harbor Financial Group is a team-based registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis across various asset classes and options strategies, and may incorporate derivatives and digital asset ETFs in client portfolios.

Ashley Riley is a financial advisor at Bartholomew & Company Wealth Management, LLC with 10 years of industry experience and holds the Series 66 designation. Prior to joining Bartholomew & Company in 2026, Riley worked with Commonwealth Financial Network. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning to both institutional clients and individual investors. The firm employs an institutional research process and firm-developed model portfolios, emphasizing a mix of active, passive, and core-satellite strategies with a focus on fixed income, municipal bonds, and ESG-oriented approaches.

William Ryan is a financial advisor at Bartholomew & Company Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Bartholomew & Company Wealth Management, he was involved with Ryan Financial Inc. for 20 years and currently has roles at Commonwealth Financial Network and Ryan Wealth Advisors. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning services to institutional and individual clients. The firm employs an institutional research process and firm-developed model portfolios combining active, passive, and core-satellite strategies, with a focus on fixed income and municipal bonds.

Benjamin Cauley is a CFP® with 10 years of industry experience. He has been with Carr Financial Group since 2022 and previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Outside of his advisory role, he is an independent agent selling life insurance and fixed annuity products through ASH Brokerage. Carr Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, offering wealth management, retirement plan consulting, and a family office practice. The firm focuses on strategic asset allocation using diversified mutual funds and ETFs, with selective use of other securities, and manages approximately $744 million in discretionary assets.

Tara McDermott is a financial advisor at Bartholomew & Company Wealth Management, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network and Ryan Wealth Advisors. McDermott is also a managing member of Ryan-McDermott Wealth Management LLC, a private entity involved in securities, advisory, and insurance business. Bartholomew & Company Wealth Management serves both institutional and individual clients, offering discretionary and non-discretionary asset management alongside financial and retirement-plan consulting. The firm employs an institutional research process with a combination of active, passive, and core-satellite strategies, emphasizing high-grade fixed income and municipal bonds.

Heather Girolamo is a financial advisor at Bartholomew & Company Wealth Management, LLC with 22 years of industry experience. She holds a Series 66 designation and previously worked at Ryan Financial Advisors, Inc. from 2003 to 2020 and has been associated with Ryan Wealth Advisors and Commonwealth Financial Network since 2020. Girolamo is also the owner of Birch City Ventures, LLC, an entity facilitating securities, advisory, and insurance business. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning services to institutional and individual clients. The firm employs an institutional research process and uses model portfolios combining active, passive, and core-satellite strategies, focusing on fixed income, municipal bonds, and ESG approaches.

Devon Cooney is a financial advisor at Bartholomew & Company Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Commonwealth Financial Network, SG Wealth Management Group, Cambridge Investment Research Advisors, and Charles Schwab. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning to institutional clients and individual investors, implementing an institutional research process and firm-developed model portfolios that combine active, passive, and core-satellite strategies with a focus on fixed income and municipal bonds.

John Maher is a Series 65-licensed financial advisor with New Harbor Financial Group, LLC in Worcester, MA, with two years of industry experience. His prior work includes roles at Gordon Brothers LLC and The TJX Companies Inc. New Harbor Financial Group is a team-based registered investment adviser serving individuals, trusts, estates, charities, and business entities with discretionary and non-discretionary investment management and financial planning. The firm utilizes a blend of fundamental, technical, and cyclical analysis across various asset classes and employs options strategies and digital asset ETFs in certain cases.

David Ojerholm is a financial advisor with The AmeriFlex Group in Worcester, MA, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Cambridge Investment Research, LPL Financial, and MassMutual. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a large network of advisory affiliates. The firm offers customized portfolio management and financial planning services, utilizing model asset allocations and discretionary manager relationships with ongoing account monitoring.

Chester Mccord is a financial advisor at Founders Financial Securities LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he is involved in insurance sales and tax preparation through his own firm, McCord LLC, and owns mineral rights leased for oil production. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment programs and a combination of advisory, broker-dealer, and insurance capabilities.

Robert Oftring is a financial advisor with Capitol Securities Management, Inc. in Worcester, MA, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Capitol Securities since 2009. Outside of his advisory role, he is a partner in a real estate development business involving the purchase, development, and management of two buildings. Capitol Securities Management serves individual investors, high-net-worth clients, institutions, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting through a combination of broker-dealer and registered investment adviser services. The firm delivers investment advice via IAR-managed programs, separately managed accounts, model portfolios, and third-party money managers.

John Kelley Jr. is a financial advisor at Capitol Securities Management, Inc. in Worcester, MA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Capitol Securities Management since 2005. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs including separately managed accounts and third-party money managers, offering tailored investment strategies through a network of adviser representatives.