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.

John Maher is a financial advisor with New Harbor Financial Group, LLC in Worcester, MA. He holds a Series 65 credential and has two years of industry experience. Prior to joining New Harbor Financial Group, he worked at Gordon Brothers LLC and held various roles at Northeastern University and The TJX Companies Inc. New Harbor Financial Group provides investment management, wealth management, and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages discretionary accounts primarily through model portfolios and utilizes a range of strategies including derivatives, options, and ETFs with digital-asset exposure.

David Ojerholm is a financial advisor with The AmeriFlex Group in Worchester, MA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cambridge Investment Research, LPL Financial, and Mass Mutual Investors Services. 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 portfolio management and financial planning services, delivering customized strategies via model asset allocations, discretionary or non-discretionary manager relationships, and both wrap and non-wrap programs.

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.

Austin Porchelli is a financial advisor with Foundations Investment Advisors LLC in Worcester, MA, holding Series 63 and Series 65 credentials with five years of industry experience. He has worked at Foundations Investment Advisors since 2021 and is also involved with Help to Retire as an insurance and annuity producer. Foundations Investment Advisors is a registered investment adviser serving individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices, offering investment management, financial planning, and tax coordination using a combination of fundamental, technical, and cyclical analysis.

Michael Houssan is a financial advisor with The AmeriFlex Group in Worcester, MA, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Cambridge Investment Research, Integrated Wealth Concepts, LPL Financial, and Mass Mutual Investors Services. Outside of his advisory work, he owns and operates Houssan & Ojerholm, PC, a certified public accounting firm. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering strategies through various model allocations and discretionary manager relationships.

Lawrence Sasso is a financial advisor at Bison Wealth, LLC with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Bison Wealth, he worked at Broker International Financial Services and has maintained ongoing roles with Tarkenton Financial and Lawrence Sasso Insurance & Financial Services, Inc. He serves as an adjunct professor at Quinsigamond Community College, is the Commander of American Legion Post 201, and sits on the Worcester State University Board of Trustees. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm emphasizes outcome-focused, multi-manager model portfolios combining tactical and strategic allocations across liquid and private-market strategies, and offers specialized investment options including an options-based Overlay strategy and access to third-party managers.

Mitchell Mccord is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Founders Financial Securities LLC since 2023. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he serves as a voting board member for a family-owned property entity in Colorado. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers portfolio management, financial planning, and retirement consulting through various platforms and combines advisory, broker-dealer, and insurance services within its enterprise structure.

Alexander Hansen is a financial advisor at Merit Financial Advisors in Worcester, MA, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Dynasty Securities, Citigroup Global Markets, and Raymond James Financial Services. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, with oversight from a central Investment Management team and Investment Committee.

Harold Kirkpatrick is a CFP® professional with 11 years of industry experience and is currently with Procyon Advisors, LLC. His prior roles include positions at Connectus Wealth Advisors, Purshe Kaplan Sterling Investments, Facet, and Pinnacle Financial Group. He also provides strategic advice to fintech startups and consults firms within the financial services and technology industries. Procyon serves a diverse client base including individual and high-net-worth households, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm employs a primarily long-term, fundamental-analysis driven investment process, offering both discretionary and non-discretionary portfolio management along with specialized services such as model-portfolio signal delivery and advisory roles for pooled investment vehicles and private funds.

Susan Smith is a Series 66-licensed financial advisor with four years of industry experience. She is currently with The Patriot Financial Group, LLC and has previously worked at LPL Financial and Cetera firms. Outside of her advisory role, she has experience as a service assistant at Bowditch & Dewey LLP. The Patriot Financial Group serves individual clients, small businesses, and retirement plans by offering investment management, financial planning, and retirement plan advisory services. The firm constructs tailored portfolios using a combination of fundamental, technical, and charting analysis and maintains continuous portfolio supervision with regular reviews and rebalancing.

Jeffrey Monfette is a financial advisor at Consolidated Portfolio Review Corp with six years of industry experience. He holds a Series 65 credential and has worked at Consolidated Portfolio Review Corp since 2022, following prior roles at The Patriot Financial Group and his own firms, Sharry & Monfette, LLP and The Visper Group, LLC. Outside of his advisory work, he practices law as an attorney at Sharry & Monfette, LLP. Consolidated Portfolio Review Corp provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans through a multi-advisor platform. The firm emphasizes an advisor-driven investment process tailored to each client, utilizing strategic asset allocation combined with fundamental and technical analysis across various securities.

Christopher Sharry is a CFP® with 10 years of industry experience, currently serving as an advisor at Consolidated Portfolio Review Corp. He has held roles at multiple firms including Patriot Financial Group and Gradient Advisors, and is a partner at Sharry & Monfette LLP, where he represents clients in estate planning and Social Security Disability matters. He is also involved in fixed insurance sales, focusing on annuity and life insurance products. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering proprietary model portfolios and access to third-party sub-advisors.

John Lian is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Cambridge Investment Research, LPL Financial, and Mass Mutual Investors Services. He serves as a board trustee for the Juniper Outreach Foundation and the Fairlawn Foundation. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Matthew Dunn is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Foundations Investment Advisors since 2017 and has prior experience with Financial Resource Partners and Ameritas Life Insurance Corp. Dunn also operates a sole proprietorship involved in the sale of fixed life insurance and annuities. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis and offers tailored advice using model portfolios and an asymmetric rebalancing approach.

Alfred Boutiette is a financial advisor at Consolidated Portfolio Review Corp with six years of industry experience. He also manages The Visper Group LLC, which focuses on retirement income planning using fixed annuity and life insurance products. Prior to joining Consolidated Portfolio Review Corp in 2022, he worked at The Patriot Financial Group from 2019 to 2022. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients, including high net worth individuals, trusts, estates, and retirement plans. The firm uses an advisor-driven investment process tailored to each client, combining strategic asset allocation with fundamental and technical analysis across various asset classes.

James Miller is a Series 65 licensed advisor at Integrity Advisory Solutions with 11 years of experience in the financial industry. Prior to joining Integrity Advisory Solutions, he operated Abundance Financial Coaching, LLC for eight years and has maintained a law practice since 1994. In addition to his advisory work, he owns a law office licensed to sell insurance and is involved in life insurance sales. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing fundamental and technical analysis along with various asset-allocation strategies.

Andrew Jensen is a financial advisor with Eagle Strategies (NY Life) in Holden, MA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been associated with Eagle Strategies since 2017 and has prior experience at NYLIFE Securities LLC and New York Life Insurance. Outside of his advisory role, Jensen serves on the board of the Wachusett Area Chamber of Commerce and the Oriol Foundation and volunteers for local community events such as Holden Day’s. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.