Ryan McGuane is a financial advisor with ON Investment Management Company, holding the CFP® designation and Series 63 and 65 licenses. He has 20 years of industry experience and has been affiliated with firms including THE O.N. Equity Sales Company, Ohio National Financial Services, MML Investors Services, Inc., and MassMutual Life Insurance Company. Outside of advising, he is a partner in an agricultural venture that restored and opened a commercial apple orchard to the public. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of comprehensive and modular plans, third-party investment programs, and both discretionary and non-discretionary account management.

Cameron Mac Koul is a financial advisor at Prosperity - An EisnerAmper Company with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including MassMutual Life Insurance Company and Commonwealth Financial Network. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, managing approximately $5 billion in client assets across a multi-team structure.

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.

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.

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.

Paul Bedinger is a financial advisor at Capitol Securities Management, Inc. with 45 years of industry experience. He holds a Series 63 designation and previously worked at Cantella And Co., Inc. for 12 years before joining Capitol Securities in 2022. Outside of his advisory role, he serves as a trustee for the Kyle Bedinger Memorial Trust. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services alongside financial planning, pension consulting, and insurance products. The firm manages assets through various programs and employs a network of representatives who develop client-specific investment policies.

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.

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.

Holly Knight is a financial advisor at Alera Investment Advisors, LLC with six years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at firms including NFP Retirement, Lion Street Advisors, and Cambridge Investment Research Advisors. Outside of her advisory role, Knight serves as vice-chair of the board of trustees for MicroSociety Academy Charter School, where she is involved in governance, strategic planning, and fundraising. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental analysis investment approach and integrates its advisory services with insurance and pension-consulting platforms.

Krista Piazza is a financial advisor at AlphaStar Capital Management with five years of industry experience. She holds a Series 65 designation and has worked previously at Worcester Advisors and Quinsigamond Community College. Prior to her financial career, she was employed at Seven Hills Charter Public School for 15 years. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches through proprietary model portfolios and third-party technology tools.

Bruce Rellstab is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Broker Dealer Financial Services Corp. and Community Investment & Retirement Services, where he also serves as president of an independent insurance agency focusing on fixed and index annuities, long-term care, and life insurance. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies, combining fundamental and technical analysis with active portfolio management and third-party manager allocations.

Miguel Fernandez is a financial advisor at Bolton Securities Corporation with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. Miguel is the founder and owner of Fernandez Capital Advisors, LLC, a personal S-corp used for tax and accounting purposes. Bolton Global Asset Management, where Miguel is registered as an Investment Advisor Representative, provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a mix of internal management, unaffiliated money managers, and third-party asset management programs, emphasizing a long-term investment approach with flexibility for various strategies.

Carrie Kulig is a CFP® and CFA® with 14 years of industry experience, currently serving as an advisor at CGN Advisors, LLC since 2012. She advises the Holyoke Civic Symphony on treasury functions for its board of directors. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, regularly utilizing institutional third-party managers and conducting periodic portfolio reviews.

Domingo Estevez is a Series 65-licensed advisor with Bolton Securities Corporation and has one year of industry experience. He also serves as Senior Vice President of Sun Partners, an investment advisory firm based in Uruguay, a role he has held since 2015 alongside his duties at Bolton. 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 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 trading and rebalancing.

Ronald Fremault Jr. is a financial advisor at Bolton Securities Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bolton Securities since 2005. Outside of his advisory role, he serves as a firefighter with the Newton Fire Fighters Association. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, employing an IAR-driven approach that tailors portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

Brandon Mahogany is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Rise North Capital and served in the United States Navy. Mahogany also worked in higher education at Southern New Hampshire University. Foundations Investment Advisors LLC provides financial planning and portfolio management to a broad client base, including individuals, high-net-worth clients, and retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and offers tailored advice through model portfolios and discretionary authority arrangements.

Edward Naroian is a financial advisor at Bolton Securities Corporation with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including Bolton Global Capital and Brighton House Associates. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized wealth management using mutual funds, ETFs, equities, and fixed-income securities, emphasizing a long-term investment approach alongside more flexible trading strategies.

Christopher Bourdeau is a financial advisor at Bolton Securities Corporation with 15 years of industry experience. He holds the Series 66 designation and has been with Bolton Securities and Bolton Global Capital since 2014. 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 or trusts. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, combining long-term orientation with tactical trading and rebalancing.

Joseph Macmunn is a financial advisor at Simplicity Wealth with 24 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Simplicity Wealth in 2025, he worked at LifePro Asset Management and AE Wealth Management, and he has been the owner of College Funding Solutions Inc. dba Macmunn Financial Management since 2002, focusing on college expense financial planning. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside a range of advisory, technology, and operational services for advisers.

Benjamin Dickinson is a financial advisor with Santander Securities LLC in Nashua, NH. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Santander Securities, he worked at Santander Bank and also spent four years at Papa Ginos. Outside of his financial career, he manages Sad Milk Collective, a music collective that releases music through a Patreon platform. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily focusing on retail investors.