Kyle Cornell is a financial advisor at Bartholomew & Company Wealth Management, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Bartholomew & Company, Commonwealth Financial Network, and Merrill Lynch. Bartholomew & Company Wealth Management, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, nonprofits, municipalities, and institutional clients. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting, utilizing a combination of active, passive, and core-satellite strategies supported by institutional research.

Ronald Degregorio is a CFP® and ChFC® with 51 years of experience in financial services. He is the sole advisor at Pen Facs Financial Services in Salem, NH, where he has worked since 1977 and also operates related entities focused on insurance and investment advisory services. Degregorio serves as chairman of the board of USA Hockey and is a council member of the International Ice Hockey Federation, dedicating significant time to governance and the development of hockey. Pen Facs Financial Services provides portfolio management to a small, concentrated client base including pension and profit-sharing plans, trusts, estates, corporations, and individuals. The firm uses both fundamental and technical analysis with primarily non-discretionary account management.

Sangam Dahal is a financial advisor at Worcester Advisors with three years of industry experience and holds a Series 65 designation. Prior to joining Worcester Advisors, he worked at Clark University, Swopna Events Pvt Ltd, Nabil Investment Banking Limited, and WaterForEveryone-Nepal. Worcester Advisors provides investment advisory and portfolio management services to a diverse client base including individuals, trusts, charitable organizations, pension plans, and municipal clients. The firm employs a fundamentally driven, value-oriented equity investment approach and offers specialized fiduciary and institutional administrative support.

Charles Patterson is a financial advisor with Bartholomew & Company Wealth Management, LLC in Worcester, MA, holding a Series 66 designation and 24 years of industry experience. He has been with Bartholomew & Company, Inc. and Commonwealth Financial Network since 2002. Outside of his advisory role, Patterson is involved in antique sales and serves as secretary for Bartholomew & Company, Inc. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, financial planning, and wealth management services to individuals, high-net-worth clients, and various institutional clients. The firm employs a mix of active, passive, and core-satellite investment strategies, with a focus on fixed income and municipal bonds, and offers both standalone financial planning and consulting options.

Jonathan Mack is a financial advisor at Bartholomew & Company Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at UBS Financial Services Inc for 13 years. His other business activities include fixed insurance sales conducted at his branch location. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management, comprehensive financial planning, and fee-for-service wealth management and retirement plan consulting. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, nonprofits, municipalities, and other institutional clients, using a combination of active, passive, and core-satellite investment strategies supported by an institutional research process.

Thomas Jacobsen is a financial advisor with Assabet Advisors, LLC, holding a Series 65 designation and entering his second year in the industry. His prior experience includes roles at BNY Mellon and West Texas A&M University. Outside of his advisory work, he serves as treasurer for Bethlehem Bible Church, handling bookkeeping and accounting duties. Assabet Advisors provides discretionary investment management and consulting services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a scientific investment approach based on modern portfolio theory, emphasizing strategic asset allocation and individualized investment policy statements.

Jennifer Moran is a financial advisor at Bartholomew & Company Wealth Management, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, Inc. She spends a portion of her time involved in fixed insurance sales conducted at her branch location. Bartholomew & Company Wealth Management, LLC is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, comprehensive financial planning, and fee-for-service wealth management and retirement-plan consulting. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, nonprofits, municipalities, and other institutional clients, utilizing a combination of active, passive, and core-satellite strategies supported by institutional research.

Kathleen Cyganiewicz is a financial advisor at Bartholomew & Company Wealth Management, LLC with nine years of industry experience. She holds a Series 66 designation and has worked with Commonwealth Financial Network and Bartholomew and Company, Inc. during her career. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting services to individuals, high-net-worth clients, institutional clients, and nonprofits. The firm employs a combination of active, passive, and core-satellite investment strategies alongside firm-developed model portfolios, with a focus on short-term, high-grade fixed income and municipal bonds.

Erik Degregorio is a ChFC® with over 33 years of experience in financial services. He is currently with Penfacs Financial Services and has a long tenure with affiliated entities dating back to 1993. PenFacs Financial Services, Inc. is a small SEC-registered investment adviser serving individuals and business clients with portfolio management and financial planning. The firm uses a variety of analytical approaches and model portfolios while offering both discretionary and non-discretionary arrangements.

Robert Barrett is a financial advisor at Cambridge Trustee Advisors Inc. He holds a Series 65 designation and has experience working with Worcester Elevator Co. and iArch Solutions LLC. Barrett joined Cambridge Trustee Advisors in 2025 and is based in Westborough, MA. Cambridge Trustee Advisors, Inc. provides discretionary investment management and personalized portfolio supervision to individuals, trusts, estates, charitable organizations, and select pension plans and business entities. The firm manages approximately $50 million across 38 accounts and employs a mix of fundamental, technical, and cyclical analysis, with an investment process overseen by a quarterly meeting investment committee. Its close affiliation with a law firm and management of trust portfolios in accordance with the American Law Institute’s Restatement of Trusts Prudent Investment Rule distinguish the firm within the industry.

Allen Dillaire is a CFP® with 27 years of industry experience, currently serving as an advisor at Bartholomew & Company Wealth Management, LLC. His prior roles include positions at Commonwealth Financial Network and H.D. Vest, among others. In addition to advisory work, he provides tax preparation and general accounting services in Worcester, MA. Bartholomew & Company Wealth Management, LLC offers discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and various institutional clients. The firm uses a combination of model portfolios and customized allocations, emphasizing short-term, high-grade fixed income and municipal bond strategies.

Jacob Girard is the founder of Girard Capital Management and holds a Series 65 designation. He has experience working at KPMG and in education prior to establishing his advisory firm in 2024. Girard Capital Management is a registered investment adviser that provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a passive portfolio construction approach within a Modern Portfolio Theory framework and offers access to a range of asset classes including private and alternative investments.

Jeffrey Prunier is a CFP® with 10 years of industry experience and is currently a principal at J.R. Prunier Capital Management LLC, where he has worked since 2022. His prior experience includes positions at The Colony Group and Edward Jones. He serves on the boards of the Wachusett Area Chamber of Commerce and the Laurel Lake Association and speaks on RIA industry trends and differentiators. J.R. Prunier Capital Management LLC provides discretionary portfolio management, financial planning, and pension consulting to individual clients, including high-net-worth individuals, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, utilizing fundamental analysis and modern portfolio theory, and operates primarily under discretionary authority.

Brian Jamros is a financial advisor at Bartholomew & Company Wealth Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has been affiliated with Bartholomew & Company and Commonwealth Financial Network since 2016. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and institutional investors. The firm employs a combination of active, passive, and core-satellite strategies supported by institutional research, with a focus on fixed income and municipal bonds, and offers both standalone financial planning and portfolio management services.

Emily Sricharoenchaikit is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Zen Wealth Advisors, LLC since 2023. She previously worked for Grimes and Company and NewEdge Securities, Inc. for a decade. Emily is an independent licensed insurance agent and serves as a board member and investment committee member of the Worcester Business Development Corporation. Zen Wealth Advisors provides ongoing portfolio management and integrated financial planning primarily for individual and high-net-worth clients, including pension and profit-sharing plans. The firm employs fundamental analysis and a long-term trading approach, offering discretionary portfolio management with regular client reviews and reporting.

Robert Jacobsen is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Assabet Advisors, LLC since 2014. Outside of his advisory role, Jacobsen is involved in competitive driving instruction and car racing, serving as an instructor and team owner and driver. He is also a member of the Town of Holden Finance Committee. Assabet Advisors provides discretionary investment management and consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm applies a scientific approach grounded in modern portfolio theory, focusing on strategic asset allocation, individualized Investment Policy Statements, and periodic rebalancing.

David Linnard is a CFP® and holds a Series 65 license with 22 years of experience in the financial advisory industry. He has been with Linnard Financial Management & Planning, Inc. since 2002. Linnard Financial Management & Planning serves individuals, families, and trusts with a focus on retirement and comprehensive financial planning. The firm uses a risk-focused investment approach primarily involving low-cost exchange-traded funds and no-load mutual funds, offering multiple management styles tailored to client preferences and emphasizing personalized, hands-on management.

James Cushman is a financial advisor with Bartholomew & Company Wealth Management, LLC, holding Series 63 and Series 65 designations and possessing 33 years of industry experience. His career includes roles at ClearBridge Investments LLC and Legg Mason & Co LLC before joining Bartholomew & Company. He also spends a small portion of his time on fixed insurance sales. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, institutions, and nonprofits. The firm uses model portfolios and customized allocations combining active, passive, and core-satellite strategies, with a focus on fixed income and municipal bonds for institutional clients.

Peter Mcmanus is a financial advisor at Bartholomew & Company Wealth Management, LLC with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bartholomew & Company in various capacities since 2009. His other business activities include fixed insurance sales conducted at a branch office. Bartholomew & Company Wealth Management, LLC is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, financial planning, and fee-for-service wealth management and retirement-plan consulting to individuals, high-net-worth clients, and institutional clients. The firm uses firm-developed model portfolios and customized asset allocations combining active, passive, and core-satellite strategies, with an emphasis on short-term, high-grade fixed income and municipal bonds.

Hazel Nutt is a Certified Financial Planner (CFP®) with 20 years of industry experience. She is currently with Bartholomew & Company Wealth Management, LLC and has also been associated with Commonwealth Financial Network since 2006 and Bartholomew & Co., Inc. since 2004. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, comprehensive financial planning, and fee-for-service wealth management to individuals, high-net-worth clients, pension and profit-sharing plans, nonprofits, municipalities, and other institutional clients. The firm employs a combination of active, passive, and core-satellite investment strategies, supported by institutional research, with a focus on high-grade fixed income and municipal bonds for institutional and high-net-worth clients.