Michael Cook is a financial advisor at Bay Colony Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at Cook Wealth Management, Bay Colony Advisors, Cook & Associates, and LPL Financial. In addition to his advisory work, he is an insurance agent providing insurance products and services to clients. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach and offers a range of fiduciary and non-fiduciary retirement services, as well as an active private-investment program.

Allison Conlon is a CFP® with 18 years of industry experience. She is currently with Bridgeport Financial Solutions and has prior experience at Cambridge Investment Research Advisors, Inc. and Sohn & Associates. Bridgeport Financial Solutions serves individual and institutional clients, providing investment management, financial planning, retirement-plan advisory, and consulting services. The firm offers discretionary management through model portfolios and access to third-party strategists, including affiliated strategies from Cambridge Investment Research Advisors.

Evan Welch is a CFP® with 28 years of industry experience, currently serving at Bridgeport Financial Solutions. He has held roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. Outside of his advisory work, he is involved in community and nonprofit activities, including serving as a pro bono money mentor for the Financial Planning Association of Massachusetts and acting as a trustee for the Corinthian Masonic Lodge. Bridgeport Financial Solutions serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs model portfolios managed by an Investment Committee and provides discretionary management through various programs and affiliated strategies.

Michelle Contois is a financial advisor with Colman Knight Advisory Group, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked at Colman Knight Advisory Group since 2024 and previously held positions at Cambridge Investment Research Advisors Inc., Cambridge Investment Research Inc., and GFA Federal Credit Union. Outside of her advisory role, she also works as a pet sitter on a contract basis. Colman Knight Advisory Group is a fee-only, SEC-registered firm serving individual and high-net-worth clients with financial planning, consulting, and portfolio management. The firm employs a fundamentally oriented, global buy-and-hold investment approach with individualized policy statements and offers both project-based and comprehensive planning on fixed-fee or retainer terms.

Stilson Tomita is a financial advisor at Bay Colony Advisors with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Bay Colony Advisors in 2023, he worked at Claro Advisors, LLC and Mutual Securities, Inc, and spent nearly two decades at LPL Financial. Outside of his advisory role, he serves as president and treasurer of Infinity Group, Inc., a marketing firm, and operates as an independent insurance agent. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, supplemented by individual equities, fixed income, options, and alternative investments, and is notable for its broad fiduciary services and developed family-office offerings.

Mitchell Sanford is a financial advisor at Bridgeport Financial Solutions with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research Advisors, Ropes and Gray, Fidelity, and LPL Financial. Bridgeport Financial Solutions serves both individual and institutional clients, offering investment management, financial planning, retirement-plan advisory, and related consulting. The firm employs an Investment Committee to construct model portfolios and provides discretionary management through its wrap programs and access to third-party strategists, including affiliated models from Cambridge Investment Research Advisors.

John Ohl is a financial advisor with Bay Colony Advisors in Concord, MA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Bay Colony Advisors and its predecessor entities since 2000. Outside of his advisory role, he is involved in managing thoroughbred breeding operations in Lexington, Kentucky, and is a co-founder of a search engine optimization company. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, supplemented by individual securities and alternative investments when appropriate.

Jacob Murray is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Bay Colony Advisors. His prior roles include positions at Securities America, The Patriot Financial Group, LPL Financial, Valmark Securities, and Wealth Impact Partners. He is also licensed as an insurance agent, dedicating part of his time to offering insurance products and services. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, providing portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, supplemented by individual equities, fixed income, options, and alternative investments.

Silas Witherbee is a financial advisor at Bay Colony Advisors with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Cantella & Co Inc for 11 years before joining Bay Colony Advisors in 2021. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and fiduciary services. The firm employs a long-term, fundamentally driven investment approach and offers a range of family-office and concierge services alongside its retirement-plan consulting.

Edmond Griffin is a CFA® charterholder at APEX Investment Group with over 18 years of industry experience, including a long tenure at Wellington Management. He joined APEX Investment Group in 2026, where he is part of a six-advisor team based in Hudson, MA. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm focuses on long-term, customized portfolios using diversified mutual funds, ETFs, and selective individual securities, providing discretionary investment management and comprehensive financial planning.

Kathryn Lund Wilde is a CFP® and holds a Series 65 license with 19 years of experience in financial advising. She has worked at Milestone Financial Planning, LLC since 2021 and previously spent 14 years at Mosaic Financial Advisors, LLC. In addition to her advisory role, she operates a CPA practice providing tax preparation and non-investment-related financial services for small businesses. Milestone Financial Planning, LLC serves individuals, high-net-worth clients, trusts, non-profits, and small businesses with comprehensive financial planning and discretionary investment management as a fee-only fiduciary. The firm emphasizes disciplined asset allocation, low-cost diversified funds, and tax-aware portfolio management while coordinating with clients’ other advisors.

Francois Ducroux is a financial advisor at Bay Colony Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bay Colony Advisory Group since 2020, following an 11-year tenure at Winslow, Evans & Crocker. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other instruments, and is noted for its comprehensive fiduciary retirement services and expanded family-office offerings.

Byron Woodman Jr. is a financial advisor with Monument Group Wealth Advisors, LLC in Concord, MA, holding a Series 65 credential and 20 years of industry experience. He has served as an officer and director at Woodman & Eaton, P.C. since 1980 and has been a director of Cambridge Trust Company since 1994. Monument Group Wealth Advisors provides investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term strategic asset allocation, utilizing diversified mutual funds, ETFs, and selected securities, and offers customized wealth management solutions including project-based financial planning and sub-advisory arrangements.

Mitchell Glazier is a CFP® with 14 years of industry experience, currently serving as an advisor at Bay Colony Advisors since 2017. Prior to joining Bay Colony, he operated Glazier Financial Advisors for three years. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a fundamentally driven, long-term investment approach using diversified mutual funds, ETFs, and selective alternative investments, managing approximately $1.26 billion in client assets across about 30 advisors.

Pedro Silva is a financial advisor with APEX Investment Group and holds a Series 66 credential. He has 22 years of industry experience and has previously worked at Cetera Financial Specialists, Securities America, The Patriot Financial Group, and LPL Financial. Outside of advising, Silva is active as a musician, writing, performing, and recording music. 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 and comprehensive financial planning, with a focus on long-term, customized portfolios primarily using diversified mutual funds and ETFs.

Richard Colman is a financial advisor with Colman Knight Advisory Group, LLC, holding a Series 65 designation and over 31 years of industry experience. He has been with the firm, formerly known as Colman Knight Advisory Group, since 1988. In addition to his advisory role, Mr. Colman practices law through a separate limited liability company and serves on the board of directors for Sammartino Investments LLC. Colman Knight Advisory Group is a fee-only, SEC-registered firm serving individual and high-net-worth clients with financial planning, consulting, and portfolio management services. The firm employs a fundamentally oriented, global buy-and-hold investment approach, offering both project-based and comprehensive planning through fixed fees or retainers.

Robert Green is a financial advisor at Bay Colony Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Bay Colony Advisory Group since 2014. In addition to his advisory role, Green is a partner at Green & DiMinico, P.C., a public accounting firm specializing in accounting, tax preparation, and consulting, where he has worked since 1975. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and fiduciary services. The firm uses a fundamentally driven, long-term investment approach and offers a range of family-office and concierge services alongside its retirement-plan consulting and private-investment programs.

David Bunker is a financial advisor with Bay Colony Advisors in Concord, MA, holding Series 65 and Series 63 licenses and 28 years of industry experience. His prior roles include positions at Windsor Wealth Management, Essex Financial Advisors, and Huntwicke Securities. He serves as a trustee for multiple irrevocable trusts and is a partner in a family partnership used as an estate planning tool. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients by providing comprehensive financial planning, portfolio management, and related advisory services. The firm combines fundamental analysis with model portfolios and third-party sub-advisers, offering both family-office and institutional retirement fiduciary services alongside concierge offerings.

Paul Bertrand is a financial advisor with Impact Partnership Wealth, LLC, holding Series 65 and Series 63 licenses and possessing 30 years of industry experience. His prior work includes a long tenure at Nationwide Investment Services from 2000 to 2022, as well as roles at Brookstone Wealth Advisors, Municipal Retirement Solutions, and Lighthouse Wealth Management, LLC, where he serves as President. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a broad range of strategies and a network of affiliated entities and service providers.

John Cataldo is a financial advisor with Bolton Securities Corporation and holds a Series 66 designation. He has 15 years of industry experience and has worked at firms including Bolton Global Asset Management, Bolton Global Capital, LPL Financial, and Integrated Wealth Concepts. Additionally, he is a licensed attorney involved with D'Ambrosio Law Offices and serves as a notary public. 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, and retirement plans. The firm employs an IAR-driven approach that tailors portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical trading and rebalancing.