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.

George Conway Jr. is a Series 65 licensed financial advisor with seven years of industry experience, currently with Mission Wealth Management, LP since 2024. He previously worked at Charles Carroll Financial Partners, LLC, and spent six years at St. Sebastian's School. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients. The firm offers customized wealth management services, including portfolio management, financial planning, and institutional retirement plan services, with an emphasis on long-term investment strategies and a tiered service model tailored to client needs.

Benjamin Wallace is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Grimes & Company since 2001. He holds a Series 66 registration and participates as treasurer of the Mystic River Rugby Club. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and governmental entities, offering customized investment strategies through proprietary research and a range of investment vehicles. The firm provides discretionary management, financial planning, and non-investment referrals, with notable work for other advisers and municipal clients.

Brendan Bayron is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds the Series 66 designation and has previously worked with firms including Rise North Capital and Voya Financial Advisors. In addition to his advisory role, he is involved with Rise North Capital as an insurance agent, dedicating a significant portion of his time to this activity. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, using a range of investment products and an extensive network of affiliated entities.

Jeffrey Blocker is a financial advisor at Advisor Share Wealth Management, LLC with Series 63 and Series 65 licenses. He has been active in the industry since 2016, including work through his own entities, Bean Harbor Advisors LLC and WellSaves Benefits, where he provided insurance and non-legal estate planning administrative services. His background also includes roles at Foundations Investment Advisors LLC and Impact Partnership Wealth, LLC. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm utilizes third-party sub-advisers and model portfolios, provides a web-based asset management and practice platform, and offers alternative and private investment options to eligible clients.

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.

Daniel Jacob is a financial advisor at Beaumont Financial Partners with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Beaumont since 2005, including his current role at Beaumont Financial Advisors since 2022. 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 employs a Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, sub-advisors, and alternative investments, with portfolios tailored to clients’ objectives, risk tolerance, and tax considerations.

Jennifer Moran is a Certified Financial Planner (CFP®) with 18 years of industry experience. She has been with Grimes & Company since 2014. Grimes & Company Wealth Management serves individuals and families, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, and government entities. The firm provides discretionary investment management and financial planning, employing customized strategies based on proprietary research and a range of investment vehicles.

Luis Dolan is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 16 years of industry experience. Prior to joining Kestra in 2022, he worked at Citizens Securities, Inc. for nine years. Outside of his role at Kestra, Dolan serves as a managing partner and financial advisor at Northeast Investment Group, where he assists clients with investment portfolios and financial planning. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm supports advisor-managed accounts with discretionary and non-discretionary options, financial planning, and various investment platforms while maintaining supervisory oversight and offering access to both in-house and third-party solutions.

Taylor Kale is a CFP® and Series 65 credentialed advisor with five years of industry experience. He has worked at Bain Capital LP and Boston Family Advisors LLC before joining Proficio Capital Partners LLC, where he currently serves as an advisor. Proficio Capital Partners provides discretionary portfolio management to high-net-worth individuals, families, foundations, and institutional clients, managing private pooled investment vehicles and acting as a sub-advisor to other investment advisers and funds. The firm’s investment approach combines core portfolios tailored to client needs with quantitative analytics, fundamental research, technical analysis, and supplements these with derivative hedges, structured notes, and selected illiquid investments.

Jae Song is a financial advisor at Grimes & Company with 12 years of industry experience. He holds the CFA® designation and Series 65 license and has been with Grimes & Company since 2011. Grimes & Company Wealth Management serves individuals, families, trusts, pension plans, and government entities, offering discretionary investment management, financial planning, and referrals to unaffiliated professionals. The firm uses proprietary research and portfolio management systems to build customized strategies across various investment vehicles and is notable for its private investment vehicle and work with other advisers and public sector clients.

Robert Everett is a financial advisor with LPL Financial in Cambridge, MA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2010 and also provides financial planning and consulting services through Northeast Planning Associates, an independent registered investment advisor. Additionally, he is an author with works available for sale through Amazon. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with an in-house research team and a range of investment solutions, combining large-scale advisory operations with various non-advisory financial products.

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.

David Matias is a Series 65-licensed advisor at Robertson Stephens Wealth Management with 21 years of industry experience. He has been with Robertson Stephens since 2022 and is also the managing member of the general partner for three venture funds under Vodia Ventures, which he has been involved with since 2004. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Investment Committee, managing over $7 billion in client assets as of December 31, 2024.

Brandon Beauvais is a CFA® charterholder and holds a Series 65 license with 19 years of industry experience. He has been affiliated with Beaumont Financial Partners and its predecessor entities since 2013. 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 structured investment process based on its Dominant Benefit Theory of Investing and utilizes a range of low-cost index funds, ETFs, sub-advisors, and alternative investments to tailor portfolios to clients’ goals and risk profiles.

Peter Klinkmueller is a financial advisor at Alera Investment Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Strategic Retirement Plan Consultants, Inc. and LPL Financial. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans, employing a primarily long-term, fundamental-analysis-driven investment approach.

Michael Maguire is a CFP® and ChFC® with 21 years of industry experience. He is currently with Grimes & Company and has prior experience at Mutual of America and Strategic Retirement Partners. Maguire is also an independent insurance agent. 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 diversified allocation strategies, and it provides specialized services such as sub-advisory roles and estate-documenting access.

Timothy Grimes is a financial advisor with Grimes & Company in Westborough, MA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior affiliations include NewEdge Securities and several life insurance companies dating back to 1981. He serves as trustee for multiple family trusts. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension plans, and governmental entities, offering discretionary investment management and financial planning. The firm employs customized investment strategies using proprietary research and a range of investment vehicles, with notable work as a sub-adviser to other advisers and government clients.

Sean Donovan is a financial advisor at Grimes & Company with five years of industry experience. He holds the CFP® designation and securities licenses Series 63, 65, and 66. Prior to joining Grimes & Company, he worked at Fiduciary Trust Company, BNY Mellon, and UBS Financial Services. Grimes & Company Wealth Management serves individuals, families including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and governmental entities. The firm offers discretionary investment management and financial planning, building customized strategies through proprietary research and a diversified approach across multiple investment vehicles.

Hamit Merlika is a financial advisor at Santander Securities LLC with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at Uber Technologies, Inc., Lyft, Inc., and Union Bank Sh.A. Santander Securities LLC serves a retail client base with approximately $3.14 billion in assets under management and offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm delivers investment management primarily via the FMAX wrap-fee platform, incorporating third-party discretionary managers and offering ongoing suitability oversight and ESG options.