Jeffrey Prunier is a CFP® with 10 years of industry experience and is currently a principal at J.R. Prunier Capital Management LLC, where he has worked since 2022. His prior experience includes positions at The Colony Group and Edward Jones. He serves on the boards of the Wachusett Area Chamber of Commerce and the Laurel Lake Association and speaks on RIA industry trends and differentiators. J.R. Prunier Capital Management LLC provides discretionary portfolio management, financial planning, and pension consulting to individual clients, including high-net-worth individuals, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, utilizing fundamental analysis and modern portfolio theory, and operates primarily under discretionary authority.

Brian Jamros is a financial advisor at Bartholomew & Company Wealth Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has been affiliated with Bartholomew & Company and Commonwealth Financial Network since 2016. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and institutional investors. The firm employs a combination of active, passive, and core-satellite strategies supported by institutional research, with a focus on fixed income and municipal bonds, and offers both standalone financial planning and portfolio management services.

Emily Sricharoenchaikit is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Zen Wealth Advisors, LLC since 2023. She previously worked for Grimes and Company and NewEdge Securities, Inc. for a decade. Emily is an independent licensed insurance agent and serves as a board member and investment committee member of the Worcester Business Development Corporation. Zen Wealth Advisors provides ongoing portfolio management and integrated financial planning primarily for individual and high-net-worth clients, including pension and profit-sharing plans. The firm employs fundamental analysis and a long-term trading approach, offering discretionary portfolio management with regular client reviews and reporting.

James Lawson is a financial advisor with Heritage Financial Network, Inc. in Concord, MA, holding 32 years of industry experience. He has been with Ropes & Gray since 1981. Heritage Financial Network, Inc. provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across various asset classes, and manages approximately $85 million in client assets.

Kimball Halsey is a financial advisor with Radius Capital Advisors in Concord, MA, holding a Series 65 designation and 23 years of industry experience. He previously worked at Commons Capital, LLC and Radius Capital Management, LLC. Radius Capital Advisors provides investment management and financial planning services to individuals, trusts, retirement plans, and other entities. The firm focuses on diversified ETF portfolios, buffered/defined-outcome ETFs, and short-term U.S. Treasury securities, employing strategies based on technical analysis, dynamic allocation, and risk management.

Robert Jacobsen is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Assabet Advisors, LLC since 2014. Outside of his advisory role, Jacobsen is involved in competitive driving instruction and car racing, serving as an instructor and team owner and driver. He is also a member of the Town of Holden Finance Committee. Assabet Advisors provides discretionary investment management and consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm applies a scientific approach grounded in modern portfolio theory, focusing on strategic asset allocation, individualized Investment Policy Statements, and periodic rebalancing.

David Linnard is a CFP® and holds a Series 65 license with 22 years of experience in the financial advisory industry. He has been with Linnard Financial Management & Planning, Inc. since 2002. Linnard Financial Management & Planning serves individuals, families, and trusts with a focus on retirement and comprehensive financial planning. The firm uses a risk-focused investment approach primarily involving low-cost exchange-traded funds and no-load mutual funds, offering multiple management styles tailored to client preferences and emphasizing personalized, hands-on management.

James Cushman is a financial advisor with Bartholomew & Company Wealth Management, LLC, holding Series 63 and Series 65 designations and possessing 33 years of industry experience. His career includes roles at ClearBridge Investments LLC and Legg Mason & Co LLC before joining Bartholomew & Company. He also spends a small portion of his time on fixed insurance sales. 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 combining active, passive, and core-satellite strategies, with a focus on fixed income and municipal bonds for institutional clients.

Samuel Webster is a financial advisor at Signal Ridge Capital Partners, LLC, with 16 years of industry experience. He has been with Signal Ridge since 2013 and holds a Series 66 designation. Signal Ridge Capital Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, business entities, and qualified plans. The firm employs a proprietary, strategic asset-allocation methodology and offers customizable model portfolios that utilize a wide range of investment instruments, with ongoing monitoring and rebalancing.

Matthew Costa is a CFP® with 10 years of industry experience and has been with Woodside Wealth Management since 2015. He holds a Series 65 license and is based in Sudbury, MA. Woodside Wealth Management is a fee-only registered investment adviser serving individual clients, including high-net-worth households, and certain businesses. The firm employs a Modern Portfolio Theory approach, primarily utilizing diversified no-load mutual funds and ETFs, and manages accounts mostly on a discretionary basis with quarterly reviews.

Peter Mcmanus is a financial advisor at Bartholomew & Company Wealth Management, LLC with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bartholomew & Company in various capacities since 2009. His other business activities include fixed insurance sales conducted at a branch office. Bartholomew & Company Wealth Management, LLC is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, financial planning, and fee-for-service wealth management and retirement-plan consulting to individuals, high-net-worth clients, and institutional clients. The firm uses firm-developed model portfolios and customized asset allocations combining active, passive, and core-satellite strategies, with an emphasis on short-term, high-grade fixed income and municipal bonds.

Hazel Nutt is a Certified Financial Planner (CFP®) with 20 years of industry experience. She is currently with Bartholomew & Company Wealth Management, LLC and has also been associated with Commonwealth Financial Network since 2006 and Bartholomew & Co., Inc. since 2004. Bartholomew & Company Wealth Management, LLC provides 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 other institutional clients. The firm employs a combination of active, passive, and core-satellite investment strategies, supported by institutional research, with a focus on high-grade fixed income and municipal bonds for institutional and high-net-worth clients.

Michelle Newcomb is a financial advisor at Bartholomew & Company Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has been affiliated with Commonwealth Financial Network and Bartholomew & Company, Inc. since 2011. Outside of her advisory role, she is engaged as a motivational and public speaker on personal growth and life balance and also participates in direct sales of Mary Kay cosmetics. 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 other institutional clients. The firm utilizes a combination of active, passive, and core-satellite investment strategies supported by an institutional research process and emphasizes fixed income and municipal bond strategies for institutional and high-net-worth clients.

Louise Henningsson is a financial advisor at Bartholomew & Company Wealth Management, LLC with a Series 66 designation and one year of industry experience. Her prior roles include positions at Bartholomew & Company Inc and CliftonLarsonAllen LLP, as well as academic appointments at Boston University and Saint Leo University. Bartholomew & Company Wealth Management, LLC is a newly registered SEC adviser offering discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, institutional clients, and nonprofits. The firm employs firm-developed model portfolios and customized asset allocations combining active, passive, and core-satellite strategies, with an emphasis on short-term, high-grade fixed income and municipal bonds.

Patricia Konetzny is a CFP® and holds a Series 63 license, with 27 years of industry experience. She has been with The Practical Planner since 1999. The Practical Planner serves individuals and families, including high-net-worth clients, with holistic financial planning and ongoing investment management. The firm operates as a fee-only fiduciary, constructing diversified portfolios tailored to clients’ risk tolerance and goals, and combines investment advisory services with in-house tax preparation.

Michael Gore is a financial advisor with Polaris Investment Advisors, LLC, holding a PFS™ designation and Series 63 and 66 licenses, with 26 years of industry experience. He has previously worked at Cetera Advisor Networks LLC and Polaris Advisors, LLC, and is also a CPA partner at Whitney & Gore Financial Services. Additionally, he operates as an independent insurance agent specializing in fixed annuities. Polaris Investment Advisors is an SEC-registered firm serving individual and high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning, focusing on customized, primarily long-term portfolios using low-cost mutual funds and ETFs, supplemented as needed by individual stocks or independent managers.

John Boyd is a CFP® with 29 years of industry experience and has been with Boyd Financial Strategies, Inc. in Worcester, MA since 2005. He holds a Series 63 license and is one of three advisors at the family-owned firm. Boyd Financial Strategies serves individuals, couples, and related trusts, typically with assets between $500,000 and $20 million, providing comprehensive financial planning and both discretionary and non-discretionary investment management. The firm employs a top-down, risk-conscious investment approach that blends fundamental, technical, and charting analysis, and requires a documented financial or investment plan before making recommendations.

Michelle Fuller is a financial advisor with Bartholomew & Company Wealth Management, LLC in Worcester, MA, holding Series 63, 65, and 66 licenses and 22 years of industry experience. She previously worked at John Hancock and its affiliated fund company for eight years. Outside of her advisory role, she is the owner of Growth Accelerated, LLC, which is currently inactive. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, comprehensive financial planning, and fee-for-service wealth management to individuals, high-net-worth clients, and institutions. The firm employs a combination of active, passive, and core-satellite strategies with an emphasis on short-term, high-grade fixed income and municipal bonds and offers customized portfolio management and standalone financial planning services.

Alexander Bartholomew is a financial advisor with Bartholomew & Company Wealth Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at Commonwealth Financial Network since 2010 and has been affiliated with Bartholomew & Co. Inc. since 2009. Bartholomew & Company Wealth Management, LLC is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, comprehensive financial planning, and fee-for-service wealth management and retirement-plan consulting. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, nonprofits, municipalities, and institutional clients using customized portfolios that incorporate active, passive, and core-satellite strategies.

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.