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.

William Ryan is a financial advisor at Bartholomew & Company Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Ryan Financial Inc. and Commonwealth Financial Network. Ryan is also the owner of WK Ryan Wealth Management, LLC, a private entity involved in securities, advisory, and insurance activities. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, nonprofits, municipalities, and other institutions. The firm uses a combination of active, passive, and core-satellite investment strategies supported by institutional research, and offers both standalone financial planning and portfolio management services.

Tara McDermott is a financial advisor at Bartholomew & Company Wealth Management, LLC with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Commonwealth Financial Network and Ryan Wealth Advisors, among other firms. McDermott is also a managing member of Ryan-McDermott Wealth Management LLC, a private entity that facilitates securities, advisory, and insurance business. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan consulting to individuals, high-net-worth clients, nonprofits, municipalities, and institutional clients. The firm employs a combination of active, passive, and core-satellite portfolio strategies supported by institutional research and offers both standalone financial planning and portfolio management services.

Heather Girolamo is a financial advisor with Bartholomew & Company Wealth Management, LLC in Worcester, MA. She holds a Series 66 designation and has 22 years of industry experience. Prior to joining Bartholomew, she worked at Ryan Wealth Advisors, Commonwealth Financial Network, and Ryan Financial Advisors. She is also the owner of Birch City Ventures, LLC, a private entity involved in securities, advisory, and insurance business. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan consulting to individuals, high-net-worth clients, institutions, and nonprofits. The firm uses firm-developed model portfolios combined with active, passive, and core-satellite strategies, emphasizing short-term, high-grade fixed income and municipal bonds for institutional clients.

Devon Cooney is a financial advisor at Bartholomew & Company Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Commonwealth Financial Network, SG Wealth Management Group, Cambridge Investment Research Advisors, and Charles Schwab. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, nonprofits, municipalities, and institutional clients. The firm uses a combination of active, passive, and core-satellite strategies with an emphasis on fixed income and municipal bonds, offering both standalone financial planning and portfolio management services.

Donald Sienkiewicz is a CFP® professional with two years of experience currently serving as the sole advisor at J.R. Prunier Capital Management LLC. His prior roles include positions at Professional Advisory Services, Inc., Advocates Financial LLC, and a 13-year tenure at Estate Preservation & Planning. Outside of advisory work, he manages a land development LLC in New Hampshire and serves as a trustee for an irrevocable life insurance trust. J.R. Prunier Capital Management LLC is an independent registered investment adviser providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a combination of fundamental analysis and modern portfolio theory to create tailored portfolios and maintains a specialized pension consulting practice for employee benefit plans.

Joseph Bakaysa is a financial advisor with APEX Investment Group, holding Series 65 and Series 63 licenses and 15 years of industry experience. His prior experience includes roles at Cetera Financial Specialists LLC, The Patriot Financial Group, Securities America, Inc., and Citizens Securities, Inc. Outside of advising, he is a licensed insurance agent and a Notary Public in Massachusetts. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm offers discretionary investment management, comprehensive financial planning, and retirement-plan advisory services, typically managing portfolios with diversified mutual funds and ETFs alongside selective individual securities.

Joseph Marsden is a financial advisor at Trust Advisory Group Ltd with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including StoneX Securities Inc and Solares Hill Advisors. In addition to his advisory role, he is an attorney at Marsden Law P.C. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a multi-manager investment approach and uses third-party platforms to support a team of approximately 30 advisors managing nearly $494 million in discretionary assets.