Alexander Bartholomew is a financial advisor with Bartholomew & Company Wealth Management, LLC in Worcester, MA. He holds a Series 66 designation and has 15 years of industry experience. He has been with Bartholomew & Co. Inc. since 2009 and has worked with Commonwealth Financial Network since 2010. Bartholomew & Company Wealth Management, LLC is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, institutions, and nonprofits. The firm uses a combination of active, passive, and core-satellite strategies supported by institutional research, with an emphasis on short-term, high-grade fixed income and municipal bonds for certain clients.

Jarod Bloom is a CFP® with 26 years of industry experience and has been with Sechrest Financial Services since 2005. He is also a partner in Sechrest & Bloom, LLC, a CPA firm offering tax planning, preparation, accounting, and bookkeeping services. Sechrest Financial Services provides fee-only wealth management and comprehensive financial planning to individuals, businesses, trusts, estates, and employer retirement plans. The firm emphasizes customized investment policies implemented primarily with no-load mutual funds and ETFs, and it operates largely on a non-discretionary basis.

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® professional with 31 years of experience in the financial services industry. He has been associated with Bartholomew & Company and its affiliated entities since 1995 and currently serves at Bartholomew & Company Wealth Management, LLC. He is also registered with Commonwealth Financial Network. Bartholomew & Company Wealth Management, LLC offers 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 institutions. The firm employs firm-developed model portfolios and customized asset allocations combining active, passive, and core-satellite strategies, emphasizing short-term, high-grade fixed income and municipal bonds for certain client segments.

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.

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.

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.

Barbara Linnard is a financial advisor at Linnard Financial Management & Planning, Inc. with 23 years of industry experience. She holds a Series 65 designation and has been with the firm since 2002. Linnard Financial Management & Planning serves individuals, families, and trusts with a focus on retirement and comprehensive financial planning. The firm employs a risk-focused investment approach using primarily low-cost exchange-traded funds and no-load mutual funds, offering several management styles tailored to client preferences on a discretionary or non-discretionary basis.

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 for the past decade. Riley also conducts fixed insurance sales on a limited basis. Bartholomew & Company Wealth Management, LLC is a newly registered SEC investment adviser that offers 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 investment strategies with a focus on short-term, high-grade fixed income and municipal bonds.

Ronald Dokus is a CFP® with 36 years of industry experience currently serving at Collaborative Wealth Advisors, LLC since 2023. He previously worked at Guardian Life Insurance Co and Park Ave Securities for 18 years. In addition to his advisory work, he provides tax preparation services and owns Dokus Financial Partners, LLC. Collaborative Wealth Advisors, LLC offers portfolio management, modular financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm manages approximately $84 million in discretionary assets, employing a tailored investment process that includes fundamental, technical, and cyclical analysis.

William Ryan is a financial advisor at Bartholomew & Company Wealth Management, LLC in Worcester, MA, holding Series 63 and 65 licenses with 25 years of industry experience. His career includes 20 years at Ryan Financial Inc. and ongoing roles with Bartholomew & Company Inc., Commonwealth Financial Network, and Ryan Wealth Advisors. He is also the owner of WK Ryan Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, institutions, and nonprofits. The firm uses model portfolios and customized allocations that combine active, passive, and core-satellite strategies, with a focus on fixed income and municipal bonds, and offers both discretionary trading and non-discretionary recommendations.

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 worked at Ryan Wealth Advisors and Commonwealth Financial Network. 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 provides discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, institutions, nonprofits, and municipalities. The firm employs a combination of active, passive, and core-satellite investment strategies, emphasizing short-term, high-grade fixed income and municipal bonds for institutional and high-net-worth clients.

Heather Girolamo is a financial advisor with Bartholomew & Company Wealth Management, LLC and holds a Series 66 designation. She has 22 years of industry experience, including roles at Ryan Wealth Advisors, Commonwealth Financial Network, and Ryan Financial Advisors, Inc. Outside of advisory work, she is the owner of Birch City Ventures, LLC, a private entity involved in securities, advisory, and insurance business activities. 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 institutional clients. The firm uses a combination of active, passive, and core-satellite investment strategies supported by institutional research, with an emphasis on short-term, high-grade fixed income and municipal bonds.

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 designations and has worked previously at Charles Schwab and Cambridge Investment Research. 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 and profit-sharing plans, 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 portfolio management and standalone financial planning services.

Donald Sienkiewicz is a CFP® with three years of industry experience, currently with J.R. Prunier Capital Management LLC. His prior roles include positions at Professional Advisory Services, Inc., Advocates Financial LLC, and a long tenure with Estate Preservation & Planning. Outside of his advisory work, he manages First Light Neighborhood, LLC, which owns a cluster subdivision near his home in New Hampshire, and serves as a trustee for an irrevocable life insurance trust. J.R. Prunier Capital Management provides discretionary portfolio management, financial planning, and pension consulting to individuals and retirement plans. The firm tailors portfolios based on client goals and risk tolerance, uses fundamental analysis and modern portfolio theory, and operates under discretionary authority with quarterly reporting.

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.

Kaitlyn Smith is a financial advisor at Personal CFO Solutions LLC with a Series 65 credential. She has two years of experience in financial advising and six years in design-related roles prior to joining the firm. Personal CFO Solutions serves individuals, retirement plans, trusts, estates, and business clients with comprehensive financial planning and discretionary portfolio management. The firm focuses on ongoing fiduciary financial planning and uses a combination of independent managers and tactical trading within its wrap-fee program.

Michael Mallon is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Bridgeport Financial Solutions and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also involved in tax preparation through the Law Offices of Richard T. Mallon Jr. Bridgeport Financial Solutions serves individual and institutional clients by offering investment management, financial planning, retirement-plan advisory, and related consulting services. The firm manages portfolios through an Investment Committee and provides discretionary management with access to third-party and affiliated investment strategies.

Joseph Charles is a financial advisor at APEX Investment Group with one year of industry experience. He has been the owner of Rock City Pizza, a restaurant in Boston, since 2013. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm manages customized, long-term portfolios primarily using diversified mutual funds and ETFs, and provides discretionary investment management, financial planning, and retirement-plan advisory services.