Harold Kirkpatrick is a CFP® professional with 11 years of industry experience and is currently with Procyon Advisors, LLC. His prior roles include positions at Connectus Wealth Advisors, Purshe Kaplan Sterling Investments, Facet, and Pinnacle Financial Group. He also provides strategic advice to fintech startups and consults firms within the financial services and technology industries. Procyon serves a diverse client base including individual and high-net-worth households, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm employs a primarily long-term, fundamental-analysis driven investment process, offering both discretionary and non-discretionary portfolio management along with specialized services such as model-portfolio signal delivery and advisory roles for pooled investment vehicles and private funds.

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.

Joseph Benoit Jr. is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He has worked at Grimes & Company, Inc. since 2006 and was previously with Mid Atlantic Capital Corporation from 2009 to 2017. He is based in Westborough, MA. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, pension plans, and government entities. The firm employs customized investment strategies supported by proprietary research and portfolio management systems, with a range of investment options including mutual funds, ETFs, individual securities, and independent managers.

Thomas Dunlap is a CFA® charterholder affiliated with Grimes & Company, with four years of industry experience. His prior roles include positions at Harmony Wealth Partners LLC, Clarendon Private LLC, and Loomis, Sayles & Company L.P. Grimes & Company offers discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, pension plans, and government entities. The firm employs customized investment strategies supported by proprietary research and utilizes a range of investment vehicles and approaches tailored to client needs.

David Barlow is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Grimes & Company since 2024. His prior experience includes roles at Goodman Advisory Group, LLC, Ferris Capital, LLC, and Bts Asset Management, Inc. Grimes & Company provides discretionary investment management and financial planning to a diverse client base including individual and institutional investors. The firm employs customized strategies supported by proprietary research and portfolio management systems, serving both high-net-worth and non‑HNW clients across various investment approaches.

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.

Joseph Colell Jr. is a financial advisor at Spire Wealth Management, LLC with 50 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2014 to 2018. He is also involved with Strategic Assets LLC, a Massachusetts LLC established to run Spire-related business through. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing both discretionary and non-discretionary portfolios. The firm employs a range of investment strategies, including passive, active, and hybrid tax-aware allocations, and offers access to model portfolios and wrap programs, with proprietary risk overlays managed through its affiliate Corbett Road Capital Management.

Benjamin Wallace is a CFA® charterholder and holds the Series 66 designation with 23 years of industry experience. He has been with Grimes & Company since 2001. Outside of his advisory role, he serves as treasurer for the Mystic River Rugby Club, managing the club’s budget and bank account. Grimes & Company offers discretionary investment management and financial planning to a diverse client base, including individuals, trusts, pension plans, and government entities. The firm employs customized investment strategies supported by proprietary research and portfolio management systems, allocating across various asset classes and sometimes recommending private funds and affiliated investment vehicles.

Jennifer Moran is a CFP® with 18 years of industry experience. She has worked at Grimes & Company since 2014 and previously held positions at Daintree Advisors LLC and Calibre Advisory Services Inc. Jennifer holds a Series 65 license and is based in Westborough, MA. Grimes & Company provides discretionary investment management and financial planning services to individual and institutional clients, including high-net-worth individuals, trusts, pension plans, and government entities. The firm offers customized investment strategies using proprietary research and portfolio management systems, with a broad range of securities and approaches tailored to client needs.

Jae Song is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Grimes & Company since 2011. He holds a Series 65 license and works out of Westborough, MA. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, pension plans, and government entities. The firm employs customized investment strategies supported by proprietary research and offers services such as sub-advisory roles, advanced financial planning, and access to affiliated private investment vehicles.

Michael Maguire is a financial advisor at Grimes & Company with 21 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Mutual of America and Strategic Retirement Partners. In addition to his advisory role, he is an independent insurance agent. Grimes & Company provides discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, pension plans, and government entities. The firm utilizes customized investment strategies supported by proprietary research and offers services such as sub-advisory work and estate planning through the Vanilla platform.

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.

Sean Donovan is a financial advisor at Grimes & Company with five years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Grimes & Company in 2024, he worked at Fiduciary Trust Company, BNY Mellon, and UBS Financial Services. Grimes & Company provides discretionary investment management and financial planning services to individual and institutional clients, including high-net-worth individuals, trusts, and government entities. The firm employs customized investment strategies supported by proprietary research and portfolio management systems, and offers advanced planning services such as estate-document support through the Vanilla platform.

Joseph Macmunn is a financial advisor at Simplicity Wealth with 24 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Simplicity Wealth in 2025, he worked at LifePro Asset Management and AE Wealth Management, and he has been the owner of College Funding Solutions Inc. dba Macmunn Financial Management since 2002, focusing on college expense financial planning. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside a range of advisory, technology, and operational services for 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.

James Grenon is a financial advisor with Grimes & Company in Westborough, MA, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His prior roles include positions at UBS Financial Services and NewEdge Securities, and he currently serves on the board of a mutual savings bank. In addition to advising clients on investment matters, he is involved with an affiliated insurance agency providing insurance-related planning services. Grimes & Company offers discretionary investment management and financial planning to individual and institutional clients, including trusts, pension plans, and municipal entities. The firm utilizes customized strategies supported by proprietary research and portfolio management systems and provides a range of services including sub-advisory engagements and estate planning through the Vanilla platform.

Janelle Coulman is a CFP® and holds a Series 66 license with 12 years of industry experience. She has worked at Grimes & Company, Inc. since 2014 and was previously with NewEdge Securities, LLC for 11 years. 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 emphasizes customized investment strategies supported by proprietary research and offers a range of services including acting as a sub-advisor to other advisers and estate-document support through the Vanilla platform.

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.

Thomas Bacon is a financial advisor at Consolidated Portfolio Review Corp with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Trust Advisory Group, Ltd. and AGES Financial Services, Ltd. He has been with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC since 2025. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment process is advisor-driven and tailored to each client, utilizing strategic asset allocation alongside fundamental and technical analysis, and offers proprietary model portfolios as well as access to third-party managers.