Cesar Colis Vidal is a Series 66-licensed financial advisor with Bolton Securities Corporation, based in Wellesley, MA, and has 16 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2015. In addition to his advisory role, he owns and operates New York Investment Solutions, LLC, a securities and advisory business. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and corporations. The firm’s approach emphasizes tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical adjustments.

Thomas Grimes is a CFP®-certified financial advisor with 33 years of industry experience, currently practicing at Grimes & Company in Westborough, MA. He has worked with NewEdge Securities and has been active in his own advisory practice since 1991. Grimes serves on the board of directors of Walpole Cooperative Bank. Grimes & Company provides discretionary portfolio management and financial planning services to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and governmental entities. The firm offers customized investment strategies and also serves other advisers as clients, combining advisory services with affiliated trustee and financial offerings.

Michael Cook is a financial advisor at Bay Colony Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at Cook Wealth Management, Bay Colony Advisors, Cook & Associates, and LPL Financial. In addition to his advisory work, he is an insurance agent providing insurance products and services to clients. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach and offers a range of fiduciary and non-fiduciary retirement services, as well as an active private-investment program.

Matthew Mc Grath is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Winthrop Wealth in Boston, MA. He previously worked at One Digital and SS&C Technologies. Winthrop Wealth offers investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm follows a long-term investment approach using a structured process and employs a combination of in-house management and third-party sub-advisers to implement tax-managed and options-based strategies.

Charles Toole III is a CFP® and CFA® with 16 years of experience in financial advising. He is currently with RWA Wealth Partners, where he has worked since 2023, following prior roles at Polaris Wealth Advisory Group, Adviser Investments, and Braver Wealth Management. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial planning, tax planning, and retirement plan advisory services. The firm focuses on strategic asset allocation supported by an open-architecture platform and combines fundamental and quantitative methods in its internally managed strategies.

David Mastroianni is a CFP® professional with 12 years of industry experience, currently serving at RWA Wealth Partners since 2023. He previously spent nine years with Adviser Investments. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored plans. The firm employs a strategic asset allocation approach supported by an open-architecture platform and integrates both fundamental and quantitative methods in select strategies.

William Dow is a financial advisor with Bolton Securities Corporation and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has been with Bolton Securities since 2006. Dow is also co-owner and managing director of Dow Capital Management, LLC, an investment advisory business. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, and retirement plans. The firm’s approach involves tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a generally long-term orientation and access to third-party managers and wrap-fee platforms.

Edward Burke is a CFA® charterholder with 29 years of industry experience. He currently serves at Winthrop Wealth and was previously with LPL Financial for 27 years. Burke holds Series 63 and Series 65 licenses and has been with Winthrop Advisory Group since 2017. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, goal-driven investment approach, combining in-house management with third-party sub-advisers to implement tax-managed and options-based strategies.

Jordan Lee is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with two years of industry experience. He holds a Series 66 designation and has worked previously at Hub Pen and LYC Financial Group. Jordan serves as a trustee of the Krawshaw Family Trust alongside his siblings. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, including third-party manager selection and monitoring, emphasizing a predominance of non-discretionary asset management.

Mohammed Siddiqui is a financial advisor at Wealthcare Advisory Partners LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Trilogy Financial, and National Planning Corporation. Outside of his advisory role, he serves as president of Solution Sales Management LLC, a consulting firm focused on clean energy and transportation. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that incorporates behavioral economics and quantitative measures to construct diversified, long-term portfolios.

Zoe Oasis is a financial advisor at Citizens Private Wealth with one year of industry experience. She holds the Series 66 designation and has previously worked at Worklyn Partners and Vice Ventures. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as a range of institutional clients. The firm offers tailored long-term asset allocation within an open-architecture investment framework and provides discretionary and non-discretionary portfolio management alongside business consulting services for multigenerational families and closely held businesses.

Olivia Allen is a financial advisor at RWA Wealth Partners with three years of industry experience. She holds the Series 66 designation and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Goldman Sachs Ayco Personal Financial Management. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation and combines fundamental and quantitative methods across an open-architecture platform that includes mutual funds, ETFs, separate accounts, and private pooled vehicles.

Laurie Littlefield is a financial advisor at Grimes & Company with 29 years of industry experience. She has been with Grimes & Company since 2005 and previously worked at Mid Atlantic Capital Corporation from 2011 to 2017. Laurie holds Series 63 and Series 65 designations. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm uses proprietary research and portfolio-management systems to build customized investment strategies across various asset types and serves other advisers as well as state and municipal clients.

Dina Megretskaia is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Modera Wealth Management, LLC since 2019 and was previously with Rockwood Wealth Management from 2016 to 2019. Modera Wealth Management, LLC provides wealth and portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines traditional investment management with in-house accounting and tax capabilities, serving approximately $17.7 billion in assets with a team of over 100 advisors.

David Laliberte Jr. is a financial advisor at Vanderbilt Advisory Services with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2016. Outside of his advisory role, he is involved in fixed and indexed annuity sales, health insurance sales, and annuity and life insurance sales through his sole proprietorships. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services with an investment process that combines fundamental, technical, and charting analysis and integrates retirement-plan and benefits firms to support pension consulting and plan administration.

David Henry is a CFA® charterholder with seven years of experience in the financial services industry. He is currently with The Patriot Financial Group, LLC and has held roles at firms including Mass Mutual Life Insurance and H&R Block. Outside of his advisory work, he serves as a non-compensated board member and investment committee participant for Northeast Arc and Essex County Community Foundation, and acts as an innkeeper for a seasonal lodging business. 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, utilizing a variety of investment strategies and options while employing both internal and third-party managers.

John Cahill is a financial advisor with Beaumont Financial Partners in Needham, MA. He holds a Series 65 designation and has been with Beaumont since 2024. Prior to joining the firm, he worked at S&P Global and has experience in academic roles at Trinity College, Providence College, and the College of the Holy Cross. Beaumont Financial Partners offers 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 and utilizes low-cost index funds, ETFs, sub-advisors, and alternative investments, with client portfolios tailored by relationship managers to meet specific objectives and risk tolerances.

John Leahy III is a financial advisor with RWA Wealth Partners in Boston, MA. He holds a Series 65 designation and has one year of industry experience. Prior to joining RWA Wealth Partners in 2023, he worked at Bigtincan, Cardinal Health, and Enterprise Rent-A-Car. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm utilizes a strategic asset allocation approach with an open-architecture platform and emphasizes customized fixed income and cash management complemented by both fundamental and quantitative methods.

John Barber is a CFP® and Series 65 credentialed financial advisor with 15 years of industry experience. He has worked at Beaumont Financial Partners since 2011 and Beaumont Financial Advisors since 2022, both located in Needham, MA. 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 uses a Dominant Benefit Theory of Investing and a collaborative investment process to tailor portfolios primarily with low-cost index funds, ETFs, selective sub-advisors, and alternative investments.

Claire Soja is a financial advisor at Capitol Securities Management, Inc. with 26 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Ameriprise Financial Services LLC, Winslow, Evans & Crocker, Inc., and Detwiler Fenton Investment Management. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting through both broker-dealer and registered investment adviser platforms. The firm’s investment services include discretionary and non-discretionary programs, separately managed accounts, model portfolios, and access to third-party managers.