John Maher is a financial advisor with New Harbor Financial Group, LLC in Worcester, MA. He holds a Series 65 credential and has two years of industry experience. Prior to joining New Harbor Financial Group, he worked at Gordon Brothers LLC and held various roles at Northeastern University and The TJX Companies Inc. New Harbor Financial Group provides investment management, wealth management, and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages discretionary accounts primarily through model portfolios and utilizes a range of strategies including derivatives, options, and ETFs with digital-asset exposure.

Matthew Licata is a financial advisor with Grimes & Company in Westborough, MA, holding a Series 65 designation and beginning his industry experience in 2024. His background includes roles at Fidelity Investments and several non-financial positions, including work at Villanova University and as part of the NH Tomahawks. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, pension plans, and government entities. The firm focuses on customized investment strategies utilizing proprietary research, a range of investment vehicles, and serves both individual clients and other advisers.

Gary Boyt is a financial advisor with NFSG Corporation in Woonsocket, RI, holding a Series 66 designation and 26 years of industry experience. He has worked at Newbridge Financial Services Group and Newbridge Securities Corporation since 2020, and previously spent nine years with Cambridge Investment Research. Outside of his advisory role, he owns and operates a tax preparation business serving individuals and small businesses. NFSG Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning for individuals, pension plans, trusts, and charitable organizations. The firm tailors portfolios based on client objectives and risk tolerance, using a blend of fundamental, technical, and cyclical analysis alongside both long- and short-term strategies.

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 with 12 years of experience in the financial industry. She has been with Grimes & Company, Inc. since 2013. Grimes & Company provides discretionary investment management and financial planning to a range of individual and institutional clients, including high-net-worth individuals, trusts, pension plans, and government entities. The firm uses customized investment strategies supported by proprietary research and portfolio management systems, incorporating a variety of asset classes and advanced techniques.

Brendan Shea is a CFP® at Grimes & Company with two years of industry experience. He previously worked at Heritage Financial Services and FP Solutions RI. Grimes & Company offers discretionary investment management and financial planning to a diverse client base, including individuals, trusts, institutional clients, and government entities. The firm employs customized investment strategies supported by proprietary research and portfolio management systems, incorporating a range of asset types and approaches.

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 industry experience. He has worked at Grimes & Company since 2014 and previously spent three years at Boston Hill Advisors, LLC. 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 investment management and financial planning services to a diverse client base, including individuals, trusts, estates, pension plans, and government entities. The firm uses customized investment strategies supported by proprietary research and manages portfolios across various asset types while also serving other advisers as a sub-advisor.

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 industry experience. He has been with Grimes & Company since 1999 and previously worked at Mid Atlantic Capital Corporation from 2017 to 2021. He serves as a board member for North Hill, a charitable organization. Grimes & Company provides discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, estates, pension plans, and municipal entities. The firm employs customized investment strategies supported by proprietary research and offers a range of services including acting as a sub-advisor to other advisers and delivering estate-planning support through the Vanilla platform.

Molly Welch is a financial advisor at Grimes & Company in Westborough, MA, holding CFP®, CFA®, and Series 65 credentials with four years of industry experience. Before joining Grimes & Company in 2021, she worked at athenahealth for five years. Grimes & Company provides discretionary investment management and financial planning services to a diverse client base, including individual and institutional clients. The firm offers customized investment strategies supported by proprietary research and portfolio management systems and serves other advisers as a sub-advisor, while also providing ERISA and participant-directed retirement plan services.

Gordon Thomas is a CFP®-certified financial advisor at Grimes & Company with 10 years of industry experience. He has worked at Grimes & Company since 2021, following roles at MML Investor Services, Baystate Financial, and Fidelity Investments. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, estates, pension plans, and government entities. The firm emphasizes customized investment strategies supported by proprietary research and manages a broad range of assets while also serving as a sub-advisor to other investment advisers.

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 financial advisor with Grimes & Company in Westborough, MA, holding CFP®, Series 63, and Series 65 designations and five years of industry experience. His prior experience includes roles at iCapital, LLC, Kaplan College for Financial Planning, and Siharum Advisors. Grimes & Company provides discretionary investment management and financial planning services to individual and institutional clients, offering customized investment strategies supported by proprietary research and portfolio management systems. The firm serves a diverse client base, including high-net-worth individuals, trusts, pension plans, and municipal entities.

Emily Wood is a CFP® with 24 years of industry experience and is currently with Grimes & Company, where she has worked since 2002. She previously worked at NewEdge Securities, LLC from 2009 to 2025. Wood serves as Assistant Treasurer for the New England Botanical Garden at Tower Hill and is a steering committee member of the McNulty Women’s Institute for Women’s Leadership. She is also an investment committee member of the Worcester Art Museum. Grimes & Company provides discretionary investment management and financial planning to individual and institutional clients, including trusts, pension plans, and government entities. The firm employs customized investment strategies supported by proprietary research and portfolio management systems, serving a diverse client base with a range of investment and financial planning services.

Michael Houssan is a financial advisor with The AmeriFlex Group in Worcester, MA, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Cambridge Investment Research, Integrated Wealth Concepts, LPL Financial, and Mass Mutual Investors Services. Outside of his advisory work, he owns and operates Houssan & Ojerholm, PC, a certified public accounting firm. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering strategies through various model allocations and discretionary manager relationships.

Thomas Grimes is a CFP® with 33 years of experience in the financial services industry. He is a principal at Grimes & Company, where he has worked since 2003, and previously spent 16 years at NewEdge Securities, LLC. He serves on the board of directors of Walpole Cooperative Bank. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, and government entities. The firm employs customized investment strategies supported by proprietary research and portfolio management systems, incorporating mutual funds, ETFs, individual securities, and independent managers.

Lawrence Sasso is a financial advisor at Bison Wealth, LLC with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Bison Wealth, he worked at Broker International Financial Services and has maintained ongoing roles with Tarkenton Financial and Lawrence Sasso Insurance & Financial Services, Inc. He serves as an adjunct professor at Quinsigamond Community College, is the Commander of American Legion Post 201, and sits on the Worcester State University Board of Trustees. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm emphasizes outcome-focused, multi-manager model portfolios combining tactical and strategic allocations across liquid and private-market strategies, and offers specialized investment options including an options-based Overlay strategy and access to third-party managers.

Laurie Littlefield is a financial advisor with Grimes & Company in Westborough, MA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Grimes & Co. Inc. since 2005 and previously spent six years at Mid Atlantic Capital Corporation from 2011 to 2017. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, estates, pension plans, and state or municipal entities. The firm focuses on customized investment strategies using proprietary research and portfolio systems, offering services such as estate planning through the Vanilla platform and acting as a sub-advisor to other investment advisers.