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.

John Reynolds is a Series 65-credentialed financial advisor at Chicago Partners Investment Group LLC with four years of industry experience. He previously worked for Reynolds Group Private Investment Counselors, LLC for eleven years before joining Chicago Partners in 2021. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, endowments, corporations, and not-for-profit plans. The firm employs a long-term, diversified investment approach using fundamental analysis and offers customized portfolio management, financial planning, retirement services, and automated advisory programs.

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.

Christopher Ribeiro is a financial advisor at Coppell Advisory Solutions LLC with three years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at Alphastar Capital Management and Fidelity Investments. Before entering the financial industry, he served with the Medford Police Department for three years. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm uses an open-architecture platform with internally developed and third-party asset allocation models to implement tailored investment strategies across a broad range of asset classes and employs continuous monitoring and periodic rebalancing.

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.

Stephen Beam is a financial advisor at StoneX Advisors Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including StoneX Securities Inc. since 2015. Outside of advisory work, he is owner and managing director of Regency Financial Group, LLC, which provides insurance and fixed annuity products to clients. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting through both independent advisors and an in-house Private Client Group. The firm uses various platforms and model-based solutions to implement portfolios and supports multiple account structures.

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.

Theresa Timmerman is a financial advisor at Vanderbilt Advisory Services with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vanderbilt Advisory Services since 2017, following a two-year tenure at Financial West Group. Outside of advisory work, she is a medical technologist at Elliot Hospital Satellite Lab in Londonderry, NH. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach that integrates fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

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.

David Clark is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC since 2022. His prior experience includes roles at Mass Mutual Investors Services and Bts Securities Corporation. Outside of his advisory work, he is involved in a small business selling body products at event markets and holds insurance agent licenses with various companies. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

Ross Frankenfield is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2025. Prior to that, he spent 19 years at Harbor Funds Distributors, Inc. and Harbor Capital Advisors, Inc. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, and institutional investors through a conservative, bottom-up equity process focused on downside protection and risk management.

Peter Girard is a CFP® professional with 25 years of experience in the financial services industry. He currently works at Beaumont Financial Partners, where he has been employed since 2004, following a three-year tenure at Fidelity. Girard holds Series 63 and Series 66 licenses. Beaumont Financial Partners provides comprehensive wealth management and family office services to affluent individuals, families, small businesses, and select institutions. The firm employs a disciplined investment approach based on its “Dominant Benefit Theory,” incorporating diverse investment categories and managing risks associated with alternative and illiquid assets.

Michael Abbondanza is a financial advisor at New England Private Wealth Advisors, LLC with a Series 65 credential. He has experience working at TimesSquare Capital Management and Kapitus prior to joining New England Private Wealth Advisors. 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 using mutual funds, ETFs, and alternative investments, alongside financial planning and retirement-plan advisory services.

Jian Wei Fu is a CFP® certified financial advisor with two years of industry experience, currently practicing at Kingswood Wealth Advisors, LLC. Prior to joining Kingswood, he worked at Asset Strategy Advisors LLC and Concorde Investment Services. Outside of his advisory role, Fu is a licensed realtor and manages a small insurance business operated by his spouse. Kingswood Wealth Advisors serves a diverse clientele ranging from individual investors to institutional clients, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs an open-architecture investment approach, frequently utilizing third-party managers and sub-advisors, and has a distinctive operational model supporting insurance-linked account management.

Mark Lublin is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Open Network Financial, a dba of Integrated Advisors Network, since 2016 and previously spent two years at Coinbase Capital Markets Corp. Outside of advising, he is involved in offering fixed life and long-term care insurance products and fixed annuities through Open Network Financial Consulting. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative investment strategies, often utilizing third-party sub-advisers, and offers services including portfolio management, financial planning, and access to Managed Account Solutions.

Miguel Fernandez is a financial advisor at Bolton Securities Corporation with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. Miguel is the founder and owner of Fernandez Capital Advisors, LLC, a personal S-corp used for tax and accounting purposes. Bolton Global Asset Management, where Miguel is registered as an Investment Advisor Representative, provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a mix of internal management, unaffiliated money managers, and third-party asset management programs, emphasizing a long-term investment approach with flexibility for various strategies.