Harold Kirkpatrick is a CFP® with 11 years of experience in the financial industry. He currently works at Procyon Advisors, LLC and previously held roles at Connectus Wealth Advisors, Purshe Kaplan Sterling Investments, Facet, Pinnacle Financial Group, and M HOLDINGS SECURITIES, Inc. Outside of his advisory work, he serves as a strategic advisor to fintech start-ups and provides consulting services to firms in the financial and technology sectors. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm offers investment management, financial planning, retirement plan advisory, and institutional consulting, focusing on customized portfolios primarily constructed with mutual funds, ETFs, equities, and fixed income, managed through a combination of internal teams and third-party partners.

Susan Smith is a Series 66-licensed financial advisor with four years of industry experience. She is currently with The Patriot Financial Group, LLC and has previously worked at LPL Financial and Cetera firms. Outside of her advisory role, she has experience as a service assistant at Bowditch & Dewey LLP. The Patriot Financial Group serves individual clients, small businesses, and retirement plans by offering investment management, financial planning, and retirement plan advisory services. The firm constructs tailored portfolios using a combination of fundamental, technical, and charting analysis and maintains continuous portfolio supervision with regular reviews and rebalancing.

Timothy Sullivan is a financial advisor at Capital Analysts with 25 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Lincoln Investment and TIAA, including TIAA-CREF, since 2007. Outside of his advisory duties, he serves as a recreational hockey referee for community games. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management, access to third-party managers, and retirement plan advisory services, supported by an in-house investment management and research team.

Jay Merrill is a financial advisor with Capital Analysts in Worcester, MA, holding Series 63 and Series 66 credentials and 16 years of industry experience. His career includes roles at American General Life Insurance Company, Banner Life Insurance, Clifford & Rano Associates, and Lincoln Investment Planning. Outside of his advisory work, he serves as treasurer for Paxton Little League and is a part-owner and officer of McGrath & Merrill Associates, an independent financial advisor office. Capital Analysts serves individual and institutional clients with discretionary and non-discretionary portfolio management, offering both model and custom portfolios alongside third-party manager access. The firm’s investment decisions are guided by an in-house investment management team and operate with a range of client authority options and affiliations.

Jeffrey Monfette is a financial advisor at Consolidated Portfolio Review Corp with six years of industry experience. He holds a Series 65 credential and has worked at Consolidated Portfolio Review Corp since 2022, following prior roles at The Patriot Financial Group and his own firms, Sharry & Monfette, LLP and The Visper Group, LLC. Outside of his advisory work, he practices law as an attorney at Sharry & Monfette, LLP. Consolidated Portfolio Review Corp provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans through a multi-advisor platform. The firm emphasizes an advisor-driven investment process tailored to each client, utilizing strategic asset allocation combined with fundamental and technical analysis across various securities.

Christopher Sharry is a CFP® with 10 years of industry experience, currently serving as an advisor at Consolidated Portfolio Review Corp. He has held roles at multiple firms including Patriot Financial Group and Gradient Advisors, and is a partner at Sharry & Monfette LLP, where he represents clients in estate planning and Social Security Disability matters. He is also involved in fixed insurance sales, focusing on annuity and life insurance products. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering proprietary model portfolios and access to third-party sub-advisors.

Sara McGrath is a Series 66-licensed financial advisor with Capital Analysts, based in Worcester, MA, with 21 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 2012 and serves as President of McGrath & Merrill Associates, Inc., which operates under the Clifford & Rano Associates name. Outside of advising, McGrath coordinates girls’ youth lacrosse programs in Grafton. Capital Analysts serves individual and institutional clients, including high-net-worth investors and retirement plans, offering discretionary and non-discretionary portfolio management through in-house model portfolios, third-party managers, and customized strategies. The firm combines a proprietary mutual fund screening process with various client engagement models and maintains affiliations with Lincoln Investment and Pershing/BNY.

Angela Casasanto is a financial advisor at Capital Analysts with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Investment, LPL Financial, M&T Bank, and Raymond James Financial Services. Casasanto serves as Co-Chair of the Charlton Cultural Council and is involved with the Women's Initiative of the United Way as a Finance Sub-Committee member. She also leads the Massachusetts CSA Leaders Network, a professional group for Certified Senior Advisors. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management utilizing an in-house Investment Management & Research team, as well as custom portfolios and third-party managers, supported by complex custodial arrangements and affiliations with Lincoln Investment.

John Lian is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Cambridge Investment Research, LPL Financial, and Mass Mutual Investors Services. He serves as a board trustee for the Juniper Outreach Foundation and the Fairlawn Foundation. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

John St Marie Jr. is a financial advisor with Capital Analysts in Worcester, MA, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been associated with Lincoln Investment Planning, Inc. since 2012 and has operated as a self-employed advisor since 1986. In addition to advisory services, he is involved in the sales and service of fixed insurance products, including health insurance and annuities. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various models and third-party managers, supported by an in-house Investment Management & Research team that employs a proprietary mutual-fund screening process.

Joseph Macmunn is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at several firms including LifePro Asset Management and AE Wealth Management, and has owned College Funding Solutions Inc. dba Macmunn Financial Management, which specializes in college expense financial planning. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional entities and offers advisory services that include financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, along with technology and operational solutions for other advisers.

Matthew Dunn is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Foundations Investment Advisors since 2017 and has prior experience with Financial Resource Partners and Ameritas Life Insurance Corp. Dunn also operates a sole proprietorship involved in the sale of fixed life insurance and annuities. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis and offers tailored advice using model portfolios and an asymmetric rebalancing approach.

Alfred Boutiette is a financial advisor at Consolidated Portfolio Review Corp with six years of industry experience. He also manages The Visper Group LLC, which focuses on retirement income planning using fixed annuity and life insurance products. Prior to joining Consolidated Portfolio Review Corp in 2022, he worked at The Patriot Financial Group from 2019 to 2022. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients, including high net worth individuals, trusts, estates, and retirement plans. The firm uses an advisor-driven investment process tailored to each client, combining strategic asset allocation with fundamental and technical analysis across various asset classes.

James Miller is a financial advisor at Integrity Advisory Solutions with 11 years of industry experience. He holds a Series 65 credential and has worked previously at Abundance Financial Coaching, LLC for eight years. In addition to his advisory role, Miller has operated a law office since 1994. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors and manages about $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of analytical and asset allocation strategies.

Andrew Jensen is a financial advisor with Eagle Strategies (NY Life) in Holden, MA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been associated with Eagle Strategies since 2017 and has prior experience at NYLIFE Securities LLC and New York Life Insurance. Outside of his advisory role, Jensen serves on the board of the Wachusett Area Chamber of Commerce and the Oriol Foundation and volunteers for local community events such as Holden Day’s. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Drew Stratton is a CFP® with over 31 years of industry experience, currently affiliated with Commonwealth Financial Network in Waltham, MA. He has worked at Commonwealth since 2014 and is also a co-owner of Stratton & Son Wealth Management, LLC, a private entity involved in securities, advisory, and insurance business. Prior to and alongside his advisory roles, he has been employed by IBM Corp since 1989. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios.

Gregory Freeman is a financial advisor with Integrated Wealth Concepts LLC in Worcester, MA, holding a Series 66 designation and 15 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing customized portfolios with a long-term approach supplemented by shorter-term trades for rebalancing or cash needs.

Melissa Couch is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Principal Financial Services since 2020 and has prior experience with Principal Life Insurance Company, Royal Alliance Associates, Inc., and Jhfn Sii. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by third-party managers.

Matthew Fletcher is a CFP® with eight years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. His prior roles include positions at LPL Financial, Flipside Crypto, Inc., and Morgan Stanley. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

John Frongillo Jr. is a financial advisor with Integrated Wealth Concepts LLC in Worcester, MA, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He previously worked at Lincoln Financial Advisors for nine years before joining Integrated Wealth Concepts and LPL Financial in 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a combination of internally managed strategies and third-party asset managers with a primarily long-term investment approach.