Nicholas Distefano is a financial advisor at New England Private Wealth Advisors, LLC with a Series 65 designation and over nine years of industry experience, including prior work at RSM US LLP. He maintains a real estate license for personal and family home transactions. New England Private Wealth Advisors provides fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans, constructing broadly diversified portfolios primarily with ETFs and mutual funds while also offering alternative investment options for qualified clients.

Mitchell Scanlon is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and two years of industry experience. He has worked at Bolton Global Asset Management since 2025 and Bolton Global Capital since 2024. Prior to his advisory career, he spent four years at the University of Massachusetts - Amherst and four years at Nashoba Regional High School. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, as well as banks, trusts, estates, and charitable organizations. The firm delivers customized wealth management through a network of independent advisers, utilizing various investment vehicles and emphasizing a primarily long-term approach with flexibility for shorter-term strategies.

Edmund Leparskas is a CFP® with four years of industry experience, currently advising at Accelerate Retirement in Burlington, MA. Prior to joining Accelerate, he worked with Alkeme Financial Services LLC and Commonwealth Financial Network. He has also held a position at Raytheon Company for eleven years before entering financial services. Accelerate Retirement serves individual and institutional clients, including retail and high-net-worth individuals, trusts, corporations, and employer plan sponsors. The firm offers retirement plan consulting, discretionary investment management, and fiduciary services, utilizing a long-term investment approach with customized portfolios across a variety of asset types.

David Heather is a financial advisor at Gateway Wealth Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Householder Group Estate & Retirement Specialists and LPL Financial. Outside of his advisory roles, he is a managing partner of H&A, LLC. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

William O'Brien is a financial advisor at F. L. Putnam Investment Management Co. with six years of industry experience. He has held positions at F. L. Putnam since 2020 and previously worked at Bank of America, Private Bank from 2003 to 2020. He holds Series 63 and Series 65 licenses. F. L. Putnam serves a diverse client base including individual, institutional, and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework with internally managed and third-party strategies across multiple asset classes and is known for managing the AOG Institutional Fund and owning Darwin Trust Company, which provides trust and custody services.

Ellen Hazen is a CFA® charterholder with 13 years at F L Putnam Investment Management Co. and a total of 9 years of industry experience. She is based in Needham, MA, and has worked exclusively at F L Putnam since 2013. F L Putnam serves a diverse clientele including individual and institutional investors such as foundations, endowments, and religious organizations. The firm employs a strategic asset allocation framework with a mix of internally managed strategies and third-party managers across equities, fixed income, and alternative assets, offering solutions like Optimized Indexing and tax-aware fixed income strategies.

Molly Welch is a CFP®, CFA®, and Series 65 registered advisor with Grimes & Company, bringing four years of industry experience. Prior to joining Grimes & Company in 2021, she worked at athenahealth for five years. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, offering discretionary investment management and financial planning. The firm uses proprietary research to build customized investment strategies across multiple asset types and offers specialized services including sub-advisory roles and a private investment vehicle.

Jason Ruel is a CFP®-credentialed financial advisor with 16 years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. He previously worked at Citizens Securities, Inc. for eight years. Outside of his advisory role, he is an owner and producer of artwork and serves on the board of directors for Mission of Deeds, a nonprofit organization. Kestra Private Wealth Services manages over $10 billion in client assets through a network of nearly 200 independent advisors, offering a range of investment management, financial planning, and retirement services to individuals, institutions, and charitable organizations. The firm supports advisor-driven decision-making with access to multiple platforms, third-party solutions, and specialized programs such as private fund placement and banking-related services.

Sara Shores is a Certified Financial Planner (CFP®) with 18 years of industry experience. She has been with New England Private Wealth Advisors, LLC since 2006. New England Private Wealth Advisors provides fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm constructs broadly diversified portfolios primarily using ETFs and mutual funds, while also recommending third-party managers and alternative investments for qualified clients.

Jonathan Brandl is a CFP® professional with eight years of industry experience, currently serving at Main Street Financial Solutions, LLC. His prior experience includes roles at Merrill Lynch and Clear Line Analytics. Main Street Financial Solutions serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs an academic-based, multi-asset class investment approach that emphasizes low-cost passive ETFs alongside active management and alternative investments, while also providing ERISA fiduciary consulting and managing complex institutional and advisor-facing relationships.

John Bay is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently with Spire Wealth Management, LLC and has previously worked at firms including M3 Advisory Group, NewEdge Securities, NewEdge Advisors, LPL Financial, Triad Advisors, Goss Advisors, Pallas Capital Advisors, UBS Financial Services, and spent two years at UCLA Anderson School of Management. Spire Wealth Management, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing both discretionary and non-discretionary portfolios. The firm employs a broad mix of passive, active, hybrid tax-aware, and tactical investment strategies, and offers access to model portfolios with proprietary risk overlays through its affiliate Corbett Road Capital Management.

Donald Gaskell is a financial advisor at Verus Capital Partners, LLC with 43 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior experience includes roles at Capitol Securities Management and William F. Sullivan Financial Services Inc. Outside of his advisory work, Gaskell is involved with Sullivan Insurance Group, Inc., an agency selling life and disability insurance products. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical investment approach with strategic asset allocation and offers customized portfolios aligned with client objectives, risk tolerance, and tax considerations.

Nicole' Keane is a CFP® professional with two years of industry experience. She is currently with Dakota Wealth, LLC and previously worked at Jonathan D. Pond, LLC for eight years. Dakota Wealth Management provides investment advisory and comprehensive wealth management services to a diverse client base, including individuals, trusts, retirement plans, and charitable organizations. The firm employs a long-term investment approach with customized portfolios using a variety of investment vehicles and research techniques, and it also serves as an investment manager to registered funds and acts as a sub-adviser to an ETF.

Gordon Thomas is a Certified Financial Planner (CFP®) with 10 years of industry experience. He is currently with Grimes & Company, where he has worked since 2021. His prior experience includes roles at MML Investor Services, Baystate Financial, and Fidelity Investments. Grimes & Company Wealth Management serves individuals and families, trusts, estates, pension and profit-sharing plans, and government entities, offering discretionary investment management and financial planning. The firm employs proprietary research and diversified strategies, including mutual funds, ETFs, individual securities, and alternative investments, and is known for its work with other investment advisers and municipal clients.

Daniel Montgomery is a Series 65-licensed financial advisor with Mission Wealth Management, LP, bringing two years of industry experience. He previously worked at Plante Moran Financial Advisors and has held roles at the University of Dayton and One Lincoln Park. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion, serving high-net-worth individuals, families, and institutional clients. The firm offers wealth management, personalized portfolio management, financial planning, and specialized retirement plan services, employing a tiered service model and a long-term investment approach that includes a range of asset types and third-party sub-advisors.

Corey Pomerleau is a CFP® professional with six years at F L Putnam Investment Management Co. and four years of prior experience at Boston Private Wealth, totaling ten years in the financial industry. He is based in Needham, MA. F L Putnam serves a diverse range of individual and institutional clients, offering discretionary and non-discretionary investment management, financial planning, OCIO advisory, and family office solutions. The firm employs customized portfolios with internally managed and third-party strategies across multiple asset classes, incorporating tactical adjustments within a strategic allocation framework.

Janet Shetty is a CFP® and holds a Series 65 license, with four years of industry experience. She currently serves as a financial advisor at Robertson Stephens Wealth Management, LLC and has prior experience at Vodia Capital, LLC. Robertson Stephens provides investment advisory services to individuals, families, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management along with tax and estate planning. The firm manages $8.76 billion in assets and employs a combination of in-house model portfolios, third-party managers, and sub-advisors to develop and implement client investment strategies.

Gregory Hughes is a financial advisor at McAdam LLC with 14 years of industry experience. He has held his current role since 2014 and previously worked at Purshe Kaplan Sterling Investments, Inc. from 2014 to 2017. Gregory holds Series 63 and Series 65 licenses. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client accounts on a discretionary basis with a diversified approach that includes traditional and alternative investments.

Cheryl Fortier is a CFP® professional with six years of industry experience. She has worked at Beaumont Financial Advisors, LLC and Beaumont Financial Partners, LLC since 2019 and previously spent eighteen years at BNY Mellon. 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 employs a Dominant Benefit Theory of Investing, using a combination of low-cost index funds, ETFs, selective sub-advisors, and alternative investments tailored to clients’ objectives and risk tolerance.

Timothy Jun is a financial advisor at Kintra Wealth, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked for Commonwealth Financial Network for 13 years before joining Kintra Wealth in 2026. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm applies a model-driven investment process combined with fundamental security analysis and offers specialized services such as business exit planning and institutional collaboration.