Benjamin Cauley is a CFP® with 10 years of industry experience. He has been with Carr Financial Group since 2022 and previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Outside of his advisory role, he is an independent agent selling life insurance and fixed annuity products through ASH Brokerage. Carr Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, offering wealth management, retirement plan consulting, and a family office practice. The firm focuses on strategic asset allocation using diversified mutual funds and ETFs, with selective use of other securities, and manages approximately $744 million in discretionary assets.

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 licenses and has previously worked at Commonwealth Financial Network and Ryan Wealth Advisors. McDermott is also a managing member of Ryan-McDermott Wealth Management LLC, a private entity involved in securities, advisory, and insurance business. Bartholomew & Company Wealth Management serves both institutional and individual clients, offering discretionary and non-discretionary asset management alongside financial and retirement-plan consulting. The firm employs an institutional research process with a combination of active, passive, and core-satellite strategies, emphasizing high-grade fixed income and municipal bonds.

Heather Girolamo is a financial advisor at Bartholomew & Company Wealth Management, LLC with 22 years of industry experience. She holds a Series 66 designation and previously worked at Ryan Financial Advisors, Inc. from 2003 to 2020 and has been associated with Ryan Wealth Advisors and Commonwealth Financial Network since 2020. Girolamo is also the owner of Birch City Ventures, LLC, an entity facilitating securities, advisory, and insurance business. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning services to institutional and individual clients. The firm employs an institutional research process and uses model portfolios combining active, passive, and core-satellite strategies, focusing on fixed income, municipal bonds, and ESG approaches.

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 and has previously worked at Commonwealth Financial Network, SG Wealth Management Group, Cambridge Investment Research Advisors, and Charles Schwab. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning to institutional clients and individual investors, implementing an institutional research process and firm-developed model portfolios that combine active, passive, and core-satellite strategies with a focus on fixed income and municipal bonds.

John Maher is a Series 65-licensed financial advisor with New Harbor Financial Group, LLC in Worcester, MA, with two years of industry experience. His prior work includes roles at Gordon Brothers LLC and The TJX Companies Inc. New Harbor Financial Group is a team-based registered investment adviser serving individuals, trusts, estates, charities, and business entities with discretionary and non-discretionary investment management and financial planning. The firm utilizes a blend of fundamental, technical, and cyclical analysis across various asset classes and employs options strategies and digital asset ETFs in certain cases.

Matthew Licata is a financial advisor at Grimes & Company with a Series 65 designation and one year of industry experience. Prior to joining Grimes, he worked briefly at Fidelity Investments and has experience in educational and sports-related roles. Grimes & Company provides discretionary portfolio management and financial planning to a range of individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm employs proprietary research and portfolio-management systems to build customized investment strategies across various asset classes and also serves other advisers and sub-advisory clients.

Gregg Parker is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 credential and 28 years of industry experience. He has worked at Geneos since 2023 and previously was with American Portfolios Financial Services, Inc. and Cambridge Investment Research. Outside of his advisory role, he serves as a varsity assistant football coach at Northbridge High School. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers, using a variety of investment strategies across discretionary and non-discretionary accounts.

Maureen Pasciucco is a CFA® charterholder and Series 65 license holder with 12 years of experience in the financial industry. She has been with Grimes & Company, Inc. since 2013. Grimes & Company provides discretionary portfolio management and financial planning to a diverse client base including individuals, institutions, estates, and government entities. The firm emphasizes customized investment strategies using proprietary research and serves other investment advisers as clients, while also offering affiliated trustee services.

Brendan Shea is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Grimes & Company. Prior to joining Grimes & Company in 2026, he worked at Heritage Financial Services for four years and FP Solutions RI for one year. He began his career after graduating from Bryant University and has experience that spans advisory roles in different firms. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm employs proprietary research and portfolio-management systems to build customized investment strategies across mutual funds, ETFs, individual securities, and private funds, and also serves other investment advisers as clients and acts as a sub-adviser.

Matthew Palmgren is a financial advisor with Capital Analysts in Worcester, MA, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Lincoln Investment Planning, Raymond James and Associates, and Fidelity Investments Institutional Services. He serves on the board of Rutland Youth Soccer, engaging with the local youth soccer community. Capital Analysts provides investment and retirement planning services to individual and institutional clients, offering both discretionary and non-discretionary portfolio management through a nationwide network of independent advisors and in-house teams.

David Ojerholm is a financial advisor with The AmeriFlex Group in Worcester, MA, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Cambridge Investment Research, LPL Financial, and MassMutual. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a large network of advisory affiliates. The firm offers customized portfolio management and financial planning services, utilizing model asset allocations and discretionary manager relationships with ongoing account monitoring.

Jordan Letendre is a CFP® professional with 15 years of experience in financial advising. He has worked at Grimes & Company since 2014 and previously at Boston Hill Advisors from 2011 to 2014. He is a member of the Financial Planning Association of Massachusetts and serves on the Investment Committee at St Joseph's Abbey. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm builds customized investment strategies using proprietary research and offers trustee services and sub-advisory roles for other investment advisers.

Chester Mccord is a financial advisor at Founders Financial Securities LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he is involved in insurance sales and tax preparation through his own firm, McCord LLC, and owns mineral rights leased for oil production. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment programs and a combination of advisory, broker-dealer, and insurance capabilities.

Kevin Grimes is a CFP® and CFA® with 28 years of experience in financial advising. He has been with Grimes & Company since 1999 and worked at Mid Atlantic Capital Corporation from 2017 to 2021. He serves as a board member for the charitable organization North Hill. Grimes & Company provides discretionary portfolio management and financial planning to individuals, institutions, and other investment advisers. The firm builds customized investment strategies using proprietary research, offering a range of investment vehicles while also providing trustee services through an affiliated trust entity.

Molly Welch is a financial advisor at Grimes & Company with CFP®, CFA®, and Series 65 designations and five years of industry experience. Prior to joining Grimes & Company in 2021, she worked at athenahealth from 2016 to 2021. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm builds customized investment strategies using proprietary research and portfolio-management systems, and it also offers trustee services and acts as a sub-adviser to other investment advisers.

Donald Gaskell is a financial advisor at Verus Capital Partners, LLC with 43 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior experience includes roles at Capitol Securities Management and William F. Sullivan Financial Services Inc. Outside of his advisory work, Gaskell is involved with Sullivan Insurance Group, Inc., an agency selling life and disability insurance products. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical investment approach with strategic asset allocation and offers customized portfolios aligned with client objectives, risk tolerance, and tax considerations.

Gordon Thomas is a CFP® professional with 10 years of experience in the financial services industry. He currently works at Grimes & Company and has previously been employed by MML Investor Services, Baystate Financial, and Fidelity Investments. Grimes & Company provides discretionary portfolio management and financial planning for a diverse client base, including individual and institutional clients, estates, charitable organizations, pension and profit-sharing plans, and governmental entities. The firm uses proprietary research and portfolio-management systems to build customized investment strategies across various asset classes and also offers trustee services through an affiliated trust entity.

Robert Oftring is a financial advisor with Capitol Securities Management, Inc. in Worcester, MA, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Capitol Securities since 2009. Outside of his advisory role, he is a partner in a real estate development business involving the purchase, development, and management of two buildings. Capitol Securities Management serves individual investors, high-net-worth clients, institutions, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting through a combination of broker-dealer and registered investment adviser services. The firm delivers investment advice via IAR-managed programs, separately managed accounts, model portfolios, and third-party money managers.

John Kelley Jr. is a financial advisor at Capitol Securities Management, Inc. in Worcester, MA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Capitol Securities Management since 2005. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs including separately managed accounts and third-party money managers, offering tailored investment strategies through a network of adviser representatives.

Todd Herman is a CFP® professional with five years of industry experience, currently serving at Grimes & Company since 2022. His prior roles include positions at iCapital, LLC, Kaplan College for Financial Planning, and Siharum Advisors. Grimes & Company provides discretionary portfolio management and financial planning for individual and institutional clients, including estates, charitable organizations, and government entities. The firm creates customized investment strategies utilizing proprietary research and offers trustee services through an affiliated trust entity.