Geoffrey Turner is a financial advisor at RWA Wealth Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Adviser Investments LLC for 13 years before joining RWA Wealth Partners. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, and business entities. The firm employs a strategic asset allocation approach using an open-architecture platform and offers specialized fixed income management, internally managed strategies, and tax preparation services through its wholly owned subsidiary.

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.

Matthew Wyllie is a CFP®-credentialed financial advisor with 17 years of industry experience. He currently works at RWA Wealth Partners and was previously with Adviser Investments LLC for 11 years. Based in Boston, MA, Wyllie holds the Series 66 license. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach using an open-architecture platform and offers specialized fixed income management and internally managed strategies through its affiliated entities.

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.

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 financial advisor at Grimes & Company with 14 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Grimes & Company in 2021, he worked at Natixis Investment Managers for 11 years. Grimes & Company provides discretionary investment management and financial planning services to individual and institutional clients, including high-net-worth individuals, trusts, and municipal entities. The firm emphasizes customized investment strategies supported by proprietary research and manages diversified portfolios across various asset classes.

Kenneth Dean is a CFP® and CFA® with 17 years of industry experience. He currently serves at Winthrop Wealth and has prior experience with LPL Financial and Peak Financial Management Inc. Dean is also involved in tax preparation and accounting through his CPA practice. 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 uses a four-step investment process focused on long-term prudence and combines in-house management with third-party sub-advisers to implement tax-managed and systematic strategies.

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.

Joshua Jurbala is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with RWA Wealth Partners and previously worked at Polaris Wealth Advisory Group, Adviser Investments, and contributed to the Fidelity Sector Investor Newsletter. RWA Wealth Partners serves a diverse client base including individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm employs a strategic asset allocation approach supported by a wide range of investment vehicles and offers services spanning investment management, financial and tax planning, and retirement plan advisory.

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.

Victoria Tejeda is a CFP® professional with seven years of industry experience. She has been with Modera Wealth Management, LLC since 2017, following a one-year tenure at Daintree Advisors. Based in Boston, MA, she serves clients through Modera's multi-team platform. Modera Wealth Management, LLC provides wealth management, portfolio management, retirement plan consulting, and standalone financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy grounded in Modern Portfolio Theory and offers integrated accounting and tax services alongside investment management.

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.

Joaquin Pastor is a Series 66 licensed financial advisor with Bolton Securities Corporation, bringing three years of industry experience. His prior roles include positions at Bolton Global Asset Management, Bolton Global Capital, Max Capital, McKinsey & Company, and the Ministry of Production. Outside of advising, he is a partner at a management consulting firm in Buenos Aires and teaches macroeconomics and financial asset valuation at two universities in Argentina. 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 customizes portfolios to client goals and risk tolerance, utilizing a range of investment vehicles with a generally long-term orientation while allowing for tactical adjustments.

Andrew Busa is a CFP® with six years of industry experience, currently advising at RWA Wealth Partners since 2021. He previously worked at Adviser Investments, LLC, Monument Group Wealth Advisors, LLC, and Wingate Wealth Advisors, LLC. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and includes customized fixed income and cash management supported by internal credit analysis and a network of over 100 fixed income dealers.

Jennifer Votano is a CFP® and CFA® with 22 years of industry experience. She currently works at RWA Wealth Partners and previously held roles at Clarfeld Financial Advisors, CiTIZENS BANK, N.A., and New England Private Wealth Advisors. She occasionally assists as a class instructor for CPR training through a family-owned business. 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 supported by an open-architecture platform and includes internally managed strategies and tax preparation services through its subsidiaries.

Andrew Walker is a CFP® affiliated with Modera Wealth Management, LLC in Boston, MA, with four years of industry experience. He previously worked at Fiduciary Trust Company for six years. Outside of his advisory role, he serves as a director and member of the investment committee for the Wiegand Memorial Foundation, a private family foundation. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines traditional investment management with in-house accounting, tax services, and business coaching.