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 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 with Capitol Securities Management, Inc. in Littleton, MA, holding Series 63, 65, and 66 designations and bringing 25 years of industry experience. Her prior roles include positions at Ameriprise Financial Services LLC and Winslow, Evans & Crocker, Inc. She also operates as The Wellesley Group. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and advisory services, comprehensive financial planning, pension consulting, and insurance products, utilizing a range of investment vehicles and third-party managers.

Andrew Macdougall is a financial advisor with Csenge Advisory Group, LLC, holding CFP® and ChFC® designations and over 11 years of industry experience. He has worked at firms including Integrity Alliance, LLC, Lion Street Financial, Sapers & Wallack, Keenan Financial, Park Avenue Securities, and Guardian Life Insurance. He is also licensed as an insurance agent. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm’s investment process combines fundamental and technical analysis with a relative strength methodology and a four-step top-down approach, offering customized portfolio management through discretionary and model-based strategies.

Matthew Morse is a CFA® charterholder with six years of industry experience. He is currently an advisor at Grimes & Company and has previously worked at Harmony Wealth Partners LLC, Clarendon Private LLC, Mainstone Capital Management, LLC, and Eaton Vance Investment Counsel. Outside of financial advising, he is a member of MCM Sports Partners, LLC, which is involved in sports franchise transactions. 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 a range of asset types and employs specialized approaches such as options and third-party long/short strategies, while also serving other advisers and municipal clients.

Thomas Holubiak is a financial advisor at Bolton Securities Corporation with 12 years of industry experience. He holds the Series 66 designation and has worked at Bolton Securities Corp and Bolton Global Capital since 2017, following five years at Commonwealth Financial Network. He is also licensed to offer life, health, and disability insurance products as an insurance broker. 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, retirement plans, and banks. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, combining long-term strategies with tactical trading and rebalancing.

Cynthia Nims is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has been associated with Bolton Global Asset Management and Bolton Global Capital since 2011. Outside of her advisory role, she is president of Family Legacy Partners, Inc., an entity created to operate securities and investment advisory businesses, and serves as trustee of the Family Legacy Partners Inc 401K plan. 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, retirement plans, and banks. The firm’s approach is tailored through a network of independent investment adviser representatives, using a range of investment vehicles with a generally long-term orientation while allowing tactical adjustments.

Scott Liston is a financial advisor at Santander Securities LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Santander in various capacities since 2007. Outside of his advisory role, he serves on the boards of the Cape Community Ice Arena and the Casco Bay Hockey Association, and is the treasurer for The Cromwell Center for Disabilities Awareness. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and ongoing compliance oversight.

Zaven Yarumian is a financial advisor at IP Financial Advisory Services LLC with 10 years of industry experience. He holds a Series 66 designation and has maintained his own marketing consulting business, Z.A. Yarumian & Co., providing services to investment managers. His prior work includes roles at IP Financial Services, LLC and Innovation Partners LLC. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on customized portfolios and also provides access to third-party investment advisors while serving a broad range of non-high-net-worth individuals.

Alan Sharpe is a financial advisor at Capitol Securities Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arthur W Wood Company Inc, Arthur Wood Investment Advisors Corp, and Moors & Cabot. He also operates a separate business under the name AL Sharpe Financial LLC. Capitol Securities Management serves individual, institutional, and corporate clients with portfolio management, financial planning, and consulting services. The firm functions as both a broker-dealer and registered investment adviser, offering various advisory programs including discretionary and non-discretionary accounts and access to third-party money managers.

Matthew Macho is a CFP® professional with 23 years of experience in the financial industry. He is currently with Capital Analysts and has worked at Lincoln Investment for 11 years. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management team and proprietary mutual-fund screening processes.

Charles Sullivan is a CFP® with 21 years of experience in the financial industry. He is affiliated with Bolton Securities Corporation and has worked with Bolton Global Asset Management since 2006, Bolton Global Capital since 2004, and Ciulla, Dixon & Dale, LLC since 1994. In addition to his advisory role, he is the owner and president of Sullivan, Dixon & Co., PC, a CPA firm providing accounting and bookkeeping services. Bolton Global Asset Management offers discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a focus on long-term investment strategies combined with tactical trading and rebalancing.

Timothy Rheaume is a CFP® and CFA® charterholder with 14 years of industry experience. He has worked at Grimes & Company since 2021 and previously spent 11 years at Natixis Investment Managers. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, providing discretionary investment management and financial planning. The firm uses proprietary research and diverse investment strategies, including mutual funds, ETFs, individual securities, and third-party managers, and offers unique services such as an affiliated private investment vehicle and work with other advisers and municipal clients.

David Kemmerer is a financial advisor at RFG Advisory, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network, Bluebird Wealth Management, Balter Liquid Alternatives, and MFS Investment Management. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware methods, and it serves a range of clients including investment companies, state and municipal entities.

Michael Woodman is a financial advisor at Northeast Planning Associates, Inc. with 36 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Northeast Planning Associates in 2022, Woodman worked for Kovack Advisors, Inc. and Kovack Securities, Inc. for 15 years. He is also a notary public in Massachusetts. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular, consultative planning engagements and access to investment management, focusing primarily on individual and plan-sponsor clients.

Aviva Sapers is a financial advisor at Csenge Advisory Group, LLC with 41 years of industry experience. She holds a Series 63 designation and has worked with firms including Integrity Alliance, LLC, Lion Street Financial, and Kestra Financial Services. She is also the owner of Sapers & Wallack Insurance Agency Inc., an insurance sales and wealth management business operating since 1987. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm’s investment approach integrates fundamental and technical analysis with a relative strength methodology, offering customized portfolio management through discretionary and model-based allocations.

Lindsay Garrahan is a financial advisor at Modera Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Modera, she worked at RMR Group and Ameriprise Financial. Her background includes roles outside finance at the Utah Arts Festival and the Humane Society of Utah. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines a diversified investment strategy based on Modern Portfolio Theory with in-house accounting and tax services, supporting approximately $17.7 billion in assets under management across more than 100 advisors.

Shelley Rogers is a financial advisor at Bolton Securities Corporation with 14 years of industry experience. She holds the Series 66 designation and has been with Bolton Securities since 2014, also working with Bolton Global Capital since 2011. Rogers maintains a fixed insurance license. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse clientele, including individuals, high-net-worth investors, charitable organizations, and institutional clients. The firm employs an IAR-driven approach, utilizing a range of investment vehicles with a generally long-term orientation while allowing tactical adjustments.

Kelly Saffery is a CFP® professional with eight years of experience in the financial advisory industry. She has been with New England Private Wealth Advisors, LLC since 2018 and previously worked at Boston Private Wealth in 2017. 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 emphasizes diversified portfolios primarily using ETFs and mutual funds and offers customized wealth planning and retirement plan advisory services.

Kenneth Ko is a financial advisor at Santander Securities LLC with 16 years of industry experience. He holds a Series 66 designation and has been with Santander Securities since 2012. Outside of his advisory work, he is the sole owner of Kenneth Ko Sewing, a small business focused on homemade sewing product sales. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and utilizes a managed-account platform with third-party investment managers and an Implementation Manager for portfolio management and rebalancing.