Raymond Grenier is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has been with Bolton Securities since 2006 and also maintains longstanding roles at Delta Equity Services Corporation and Andover Capital Company, Inc. Grenier serves on the Board of Trustees for The Briarwood Community, an assisted living facility. 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, and institutional clients. The firm’s investment approach is advisor-driven and typically employs mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation while allowing for tactical adjustments.

Carolyn Macedo is a financial advisor at F L Putnam Investment Management Co. with 13 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked for SVB Wealth LLC / Boston Private Wealth, LLC for nine years before joining F L Putnam in 2023. F L Putnam serves a diverse client base including individual investors, institutions, foundations, and endowments, offering discretionary and non-discretionary investment management, financial planning, and family office solutions. The firm employs a strategic asset allocation framework with both internally managed and third-party strategies across equities, fixed income, and alternative asset classes.

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.

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.

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.

Jack Keleshian is a financial advisor at Citizens Private Wealth with 31 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Bancwest Investment Services and Bank of the West. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and endowments. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework, offering discretionary and non-discretionary management as well as tax, estate structuring, and business consulting services.

Joseph Benoit Jr. is a CFA® charterholder with 19 years of industry experience. He is affiliated with Grimes & Company, where he has worked since 2006, and previously spent eight years at Mid Atlantic Capital Corporation. 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 and portfolio management systems to create customized strategies across various asset classes and may employ options and other specialized strategies, while also serving as a sub-adviser to other registered investment advisers.

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.

Thomas Dunlap is a CFA® charterholder with four years of industry experience. He currently works at Grimes & Company and has previously been employed at Harmony Wealth Partners LLC, Clarendon Private LLC, and Loomis, Sayles & Company L.P. Grimes & Company Wealth Management serves individuals and families, trusts, estates, pension and profit-sharing plans, and government entities. The firm provides discretionary investment management and financial planning, using proprietary research and portfolio management systems to build customized investment strategies across various asset types.

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.

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.

Christopher Ribeiro is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Coppell Advisory Solutions in 2025, he worked at Alphastar Capital Management and Fidelity Investments, and served in the Medford Police Department. 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 employs an open-architecture platform with tailored investment strategies and a broad investment toolkit across various asset classes.

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.

Jeffery Sutton is a Certified Financial Planner® with 28 years of industry experience. He is currently with Accelerate Retirement and has previously worked at firms including Commonwealth Financial Network and Donegal Investment Advisors. Sutton also operates a retirement plan advisory business under the name Axial Benefits Group. Accelerate Retirement serves individual and institutional clients by providing retirement plan consulting, investment management, financial planning, and fiduciary services, utilizing customized portfolios and a long-term investment approach.

David Barlow is a CFP® professional at Grimes & Company with 19 years of experience in financial advising. He has previously worked at Goodman Advisory Group, LLC and Ferris Capital, LLC. 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 builds customized investment strategies using proprietary research and employs a range of investment vehicles, including mutual funds, ETFs, and independent managers, with occasional use of options and long/short strategies.

Stephen Beam is a financial advisor with StoneX Advisors Inc. in Woburn, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with StoneX Securities Inc. since 2015. Beam is also the owner and managing director of Regency Financial Group, LLC, where he provides insurance and fixed annuity products to clients. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a range of advisor-managed and model-based investment solutions, supported by integrated clearing, custody, and lending capabilities through its affiliation with StoneX Group.

Glenn Frank is a financial advisor at EverSource Wealth Advisors, LLC with 29 years of industry experience. He holds the PFS™ designation and has previously worked at Hightower Advisors, LLC and Lexington Wealth Management, Inc. Outside of his advisory role, he delivers educational workshops through Frank Advising LLC and writes newsletters for a registered investment advisory firm. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of advisor representatives providing multiple investment programs and incorporates values-based portfolio options informed by a Judeo-Christian framework.

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 12 years of experience in financial advising. She has worked at F.L. Putnam Investment Management Co. since 2018 and previously was with Proctor Financial from 2011 to 2018. Outside of her advisory work, she operates a photography business as a sole proprietor. F.L. Putnam Investment Management Co. serves a diverse client base, including individuals, institutions, foundations, and endowments, offering customized portfolio management across equities, fixed income, and alternative assets. The firm incorporates internally managed strategies alongside third-party managers within a strategic asset allocation framework, and it provides specialized services such as family office solutions and OCIO-style advisory.