Daphne Mahle is a financial advisor at Bolton Securities Corporation with 22 years of industry experience. She holds the Series 66 designation and has been with Bolton Securities and Delta Equity Services Corporation since 2005. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs an IAR-driven approach that tailors portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical adjustments.

Nicholas Grose is a financial advisor at Bay Colony Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at Patomak Global Partners, Alfta GIF, George Mason University, and Ohio University. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients by providing financial planning, portfolio management, retirement plan consulting, and related advisory services. The firm combines fundamental investment analysis with a long-term approach and offers family-office and concierge services alongside institutional retirement fiduciary solutions.

Robert Joseph Jr. is a financial advisor with Capitol Securities Management, Inc. in Wellesley, MA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 17 years at Capitol Securities. He is a partner in RRJ2, LLC, a pass-through entity used for office-related expenses. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage and investment advisory services, financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs, including separately managed accounts and wrap fee programs, and employs a broad range of investment instruments tailored to client-specific policies.

Daniel Garron is a CFP® with 24 years of experience in the financial services industry. He currently works at Beaumont Financial Partners and has prior experience at Fidelity Investments and Fidelity Personal and Workplace Advisors. 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’s investment approach centers on its Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments tailored to clients’ objectives and risk tolerance.

Jordan Frank is a financial advisor at Mission Wealth Management, LP with a Series 65 designation and one year of industry experience. He has worked previously at Invisors and held multiple roles at the University of Florida. 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 comprehensive approach integrating investment, tax, trust, philanthropy, and risk planning, and manages portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Robert Depascale is a financial advisor at Beaumont Financial Partners with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Beaumont Financial Partners since 2010, including a role at Beaumont Financial Advisors since 2022. Beaumont Financial Partners 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, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with portfolio oversight tailored to client objectives and risk tolerance.

Joseph Benoit Jr. is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Grimes & Company in Westborough, MA. He has worked at Grimes & Company since 2006 and previously spent eight years at Mid Atlantic Capital Corporation. Grimes & Company provides discretionary portfolio management and financial planning to a diverse client base including individuals, institutions, estates, charitable organizations, and government entities. The firm employs proprietary research and portfolio-management systems to build customized investment strategies across various asset types and offers trustee services through an affiliated trust entity.

Geoffrey Hardaway is a financial advisor at John Hancock Personal Financial Services, LLC with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining John Hancock, he worked at Fidelity Brokerage Services, LLC for four years and has a background in environmental and technology firms. John Hancock Personal Financial Services provides financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm utilizes third-party financial planning software for written recommendations and operates a technology-assisted service model with a high client-to-advisor ratio.

Joseph Baaklini is a CFP® and Series 65-registered advisor with seven years of industry experience. He has worked at Foundations Investment Advisors LLC since 2019 and previously spent five years at Pall Corporation. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach, offering both discretionary and non-discretionary management through a large network of affiliated offices.

Thomas Dunlap is a CFA® charterholder with four years of industry experience. He is currently with Grimes & Company and has previously worked at Harmony Wealth Partners LLC, Clarendon Private LLC, and Loomis, Sayles & Company L.P. Grimes & Company provides discretionary portfolio management and financial planning for individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm employs customized investment strategies using proprietary research and portfolio-management systems across a broad range of assets and also offers trustee services through an affiliated trust entity.

Jackson Rotondo is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Rotondo is also involved in insurance brokering for non-registered products. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and corporate consulting with an investment approach focused on tactical diversification and individualized asset allocation.

Brandon Bergert is a financial advisor at Northeast Planning Associates, Inc. in Waltham, MA, holding Series 63 and Series 65 designations with one year of industry experience. His prior roles include positions at LPL Financial LLC, Key Investment Services, LLC, KeyBank, JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Northwestern Mutual. He also spent time as a student and was briefly involved with the MLB Draft League. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, managing roughly $414 million in discretionary assets with a team of about 70 advisors.

Francois Ducroux is a financial advisor at Bay Colony Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bay Colony Advisory Group since 2020, following an 11-year tenure at Winslow, Evans & Crocker. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other instruments, and is noted for its comprehensive fiduciary retirement services and expanded family-office offerings.

Stephen Boudreau is a financial advisor at Alera Investment Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Strategic Retirement Plan Consultants, Inc. and LPL Financial. He also provides administrative support to Strategic Retirement Plan Consultants, an independent investment advisory firm. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to a broad client base, including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental analysis approach while incorporating various investment vehicles and provides ongoing portfolio supervision and consulting services.

David Barlow is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Grimes & Company. His prior roles include positions at Goodman Advisory Group, Ferris Capital, and Bts Asset Management. Grimes & Company provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutions, estates, and government entities. The firm employs proprietary research and a range of investment vehicles, offering customized strategies while also serving other investment advisers and acting as a private fund adviser.

Diane Rule is a financial advisor at The Patriot Financial Group, LLC, with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Cetera Investment Advisers LLC, Securities America, Inc., and LPL Financial, LLC. Diane also owns Rule Financial Services, an advisory business focused on financial services. 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 range of investment options and monitoring accounts through ongoing analysis and third-party managers.

Glenn Frank is a PFS™ credentialed financial advisor with 29 years of industry experience. He is currently with EverSource Wealth Advisors, LLC and previously worked at Hightower Advisors, Lexington Wealth Management, Calibre Advisory Services, and Tanager Financial Services. Outside of his advisory role, he leads educational workshops as a professor through Frank Advising LLC. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, and investment advisory services through multiple investment programs and a national network of advisors, with a focus on comprehensive investor profiling and values-based strategies.

Charles Garabedian is a financial advisor at Beaumont Financial Partners with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Beaumont Financial Partners and its affiliates since 2007. Beaumont Financial Partners 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, with oversight from an Investment Committee and tailored portfolio management.

Laurie Faille is a CFP® professional with 13 years of industry experience. She has worked at F.L. Putnam Investment Management Co. since 2018 and was previously with Proctor Financial from 2011 to 2018. Outside of financial advising, she operates a photography business as a sole proprietor. F.L. Putnam Investment Management Co. serves a diverse client base including individuals, families, institutions, and family offices. The firm provides team-based, customized investment management and advisory services utilizing both internally managed and third-party strategies across various asset classes, with options for sustainable investing and tax-aware portfolio management.

Carroll Hayes Jr. is a CFP® professional with 31 years of experience in the financial services industry. He currently works at Mission Wealth Management, LP and has previously been with Charles Carroll Financial Partners and Fidelity. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by offering 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, utilizing a range of investment vehicles and both discretionary and non-discretionary account arrangements.