Peter Mcmanus is a financial advisor at Bartholomew & Company Wealth Management, LLC with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bartholomew & Company in various capacities since 2009. His other business activities include fixed insurance sales conducted at a branch office. Bartholomew & Company Wealth Management, LLC is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, financial planning, and fee-for-service wealth management and retirement-plan consulting to individuals, high-net-worth clients, and institutional clients. The firm uses firm-developed model portfolios and customized asset allocations combining active, passive, and core-satellite strategies, with an emphasis on short-term, high-grade fixed income and municipal bonds.

Hazel Nutt is a Certified Financial Planner (CFP®) with 20 years of industry experience. She is currently with Bartholomew & Company Wealth Management, LLC and has also been associated with Commonwealth Financial Network since 2006 and Bartholomew & Co., Inc. since 2004. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, comprehensive financial planning, and fee-for-service wealth management to individuals, high-net-worth clients, pension and profit-sharing plans, nonprofits, municipalities, and other institutional clients. The firm employs a combination of active, passive, and core-satellite investment strategies, supported by institutional research, with a focus on high-grade fixed income and municipal bonds for institutional and high-net-worth clients.

Michelle Newcomb is a financial advisor at Bartholomew & Company Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has been affiliated with Commonwealth Financial Network and Bartholomew & Company, Inc. since 2011. Outside of her advisory role, she is engaged as a motivational and public speaker on personal growth and life balance and also participates in direct sales of Mary Kay cosmetics. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, comprehensive financial planning, and fee-for-service wealth management and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, nonprofits, municipalities, and other institutional clients. The firm utilizes a combination of active, passive, and core-satellite investment strategies supported by an institutional research process and emphasizes fixed income and municipal bond strategies for institutional and high-net-worth clients.

Louise Henningsson is a financial advisor at Bartholomew & Company Wealth Management, LLC with a Series 66 designation and one year of industry experience. Her prior roles include positions at Bartholomew & Company Inc and CliftonLarsonAllen LLP, as well as academic appointments at Boston University and Saint Leo University. Bartholomew & Company Wealth Management, LLC is a newly registered SEC adviser offering discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, institutional clients, and nonprofits. The firm employs firm-developed model portfolios and customized asset allocations combining active, passive, and core-satellite strategies, with an emphasis on short-term, high-grade fixed income and municipal bonds.

Michael Gore is a financial advisor with Polaris Investment Advisors, LLC, holding a PFS™ designation and Series 63 and 66 licenses, with 26 years of industry experience. He has previously worked at Cetera Advisor Networks LLC and Polaris Advisors, LLC, and is also a CPA partner at Whitney & Gore Financial Services. Additionally, he operates as an independent insurance agent specializing in fixed annuities. Polaris Investment Advisors is an SEC-registered firm serving individual and high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning, focusing on customized, primarily long-term portfolios using low-cost mutual funds and ETFs, supplemented as needed by individual stocks or independent managers.

John Boyd is a CFP® with 29 years of industry experience and has been with Boyd Financial Strategies, Inc. in Worcester, MA since 2005. He holds a Series 63 license and is one of three advisors at the family-owned firm. Boyd Financial Strategies serves individuals, couples, and related trusts, typically with assets between $500,000 and $20 million, providing comprehensive financial planning and both discretionary and non-discretionary investment management. The firm employs a top-down, risk-conscious investment approach that blends fundamental, technical, and charting analysis, and requires a documented financial or investment plan before making recommendations.

Michelle Fuller is a financial advisor with Bartholomew & Company Wealth Management, LLC in Worcester, MA, holding Series 63, 65, and 66 licenses and 22 years of industry experience. She previously worked at John Hancock and its affiliated fund company for eight years. Outside of her advisory role, she is the owner of Growth Accelerated, LLC, which is currently inactive. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, comprehensive financial planning, and fee-for-service wealth management to individuals, high-net-worth clients, and institutions. The firm employs a combination of active, passive, and core-satellite strategies with an emphasis on short-term, high-grade fixed income and municipal bonds and offers customized portfolio management and standalone financial planning services.

Alexander Bartholomew is a financial advisor with Bartholomew & Company Wealth Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at Commonwealth Financial Network since 2010 and has been affiliated with Bartholomew & Co. Inc. since 2009. Bartholomew & Company Wealth Management, LLC is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, comprehensive financial planning, and fee-for-service wealth management and retirement-plan consulting. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, nonprofits, municipalities, and institutional clients using customized portfolios that incorporate active, passive, and core-satellite strategies.

Victor Melfa III is a financial advisor with Factor Investing Group, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked with Melfa Wealth Management LLC dba Factor Investing Group since 2021 and previously held roles at Kestra Advisory and Kentra Investment Services, Inc. Factor Investing Group provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm utilizes an evidence-based, factor-oriented investment approach incorporating academic research, quantitative methods, fundamental analysis, and macroeconomic assessment, typically implementing portfolios through low-cost ETFs and mutual funds.

Joshua Paul is a CFP® with 31 years of experience in the financial services industry. He is currently with Bartholomew & Company Wealth Management, LLC and has been affiliated with Bartholomew & Company, Inc. and Commonwealth Financial Network since 1995. He is also involved in fixed insurance sales at his branch location. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, comprehensive financial planning, and fee-for-service wealth management and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, nonprofits, municipalities, and other institutional clients. The firm uses firm-developed model portfolios and customized asset allocations that combine active, passive, and core-satellite strategies, with an emphasis on short-term, high-grade fixed income and municipal bond strategies.

Maxim Caron is a financial advisor at Zen Wealth Advisors, LLC with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Zen Wealth Advisors, he worked at Fidelity Investments and has a diverse background including roles in education and public service. Zen Wealth Advisors provides portfolio management and integrated financial planning primarily for individual and high-net-worth clients, also serving pension and profit-sharing plans. The firm uses fundamental analysis and a long-term trading approach, offering clients regular portfolio monitoring and written investment policy statements.

Adam Bortolussi is a financial advisor with Bortolussi Wealth Management, Inc. in Hopkinton, MA, holding a Series 66 credential and 19 years of industry experience. He has worked at Bortolussi Wealth Management since 2010 and is also involved with Fitts Insurance Agency, where he serves as a director. Outside of advisory work, he holds leadership roles with the 200 Foundation and its Endowment Trust in Framingham, MA. Bortolussi Wealth Management serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering investment management and financial planning. The firm employs a long-term, fundamental-analysis approach to portfolio construction using diversified holdings, including ETFs, stocks, and bonds, and combines in-house fiduciary oversight with outsourced platform solutions.

Daniel Snyder is a financial advisor with 18 years of industry experience currently with 3D Advisor Group, Inc. He holds Series 63 and Series 65 licenses and has previously worked at Freedom Investment Management, Inc., 3D/L Capital Management, LLC, 3D Asset Management, Inc., and Santander Securities LLC. 3D Advisor Group is a fee-only registered investment adviser that provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, businesses, and retirement plans. The firm employs a long-term, fundamental analysis approach using low-cost, diversified mutual funds and ETFs, managing a substantial asset base with a small advisory team.

David Girard is the founder of Girard Capital Management and holds a Series 65 designation. He has been working in the financial advisory field since 2024, following a period as a student from 2011 to 2024. Prior to establishing his firm, he was associated with The Fix in 2022. Girard Capital Management is a registered investment adviser that provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a passive portfolio construction approach using index mutual funds and ETFs within a Modern Portfolio Theory framework, supplemented by fundamental and technical analysis when appropriate.

Robert Kea is a CFA® charterholder with eight years of industry experience. He is currently an advisor at GreenPort Capital Advisors and has prior experience at Putnam Investments, where he worked from 1989 to the present. GreenPort Capital Advisors provides personalized investment and financial management services to individuals, families, retirement plans, trusts, estates, charitable organizations, and investment companies. The firm emphasizes a long-term, diversified approach using fundamental and technical analysis, with attention to tax and liquidity considerations.

Scott Hawley is a financial advisor at 3D Advisor Group, Inc. in Hopkinton, MA, holding a Series 65 designation with 10 years of industry experience. His prior work includes roles at Freedom Investment Management, Inc., 3D/L Capital Management, LLC, and 3D Asset Management, Inc. Outside of his advisory work, he is a part-time golf instructor in Shrewsbury, MA. 3D Advisor Group provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, businesses, and retirement plans. The firm employs a fundamental, long-term investment approach using low-cost mutual funds and ETFs and manages a relatively large asset base with a small, two-person advisory team.

Peter Boyd is a ChFC®-designated financial advisor with 16 years of industry experience. He is currently the CEO of Apogee Strong Central Massachusetts, LLC, an insurance sales and service firm, and has been associated with Boyd Financial Strategies, Inc. since 2008. At Apogee Strong, he focuses on insurance sales including fixed rate annuities, life insurance, and long-term care insurance. Boyd Financial Strategies, Inc. serves individuals, couples, and related trusts with assets typically between $500,000 and $20 million, providing comprehensive financial planning and both discretionary and non-discretionary investment management. The firm employs a risk-conscious, top-down investment approach that combines fundamental, technical, and charting analysis with longer-term allocation and shorter-term tactical strategies.

Paul Travis is a financial advisor with Community Financial Group, Inc. in Marlborough, MA, holding Series 63, 65, and 66 licenses and possessing 22 years of industry experience. He has been with Community Financial Group since 2003. Community Financial Group, Inc. offers customized investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm manages client assets on a discretionary basis, employing a range of investment vehicles and strategies, often utilizing third-party managers and sub-advisors, while incorporating insurance consulting through its relationship with DPL Financial Partners.

Rana Choubah is a CFP® with 14 years of experience in financial advising, currently with Meridian Financial, LLC since 2021. She previously worked at Parsons Capital Management, Inc. and Finivi. Outside of her advisory role, she serves in several financial and leadership positions within local religious organizations, including advisory board member and finance council member roles. Meridian Financial Advisors, LLC provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, families, and small businesses. The firm manages portfolios using fundamental analysis tailored to client objectives and risk tolerance, with an emphasis on minimizing expenses and updating plans as circumstances change.

Ashley Riley is a financial advisor at Bartholomew & Company Wealth Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at Commonwealth Financial Network since 2016. Riley also engages in fixed insurance sales as a minor part of her business activities. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, pension plans, nonprofits, and municipalities. The firm uses a combination of active, passive, and core-satellite investment strategies supported by institutional research and emphasizes fixed income and municipal bond strategies for institutional and high-net-worth clients.