Jason Weiss is a financial advisor with Byrne Financial Freedom, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Byrne Financial Freedom and LPL Financial since 2016 and was previously with Santander Securities LLC from 2012 to 2016. Byrne Financial Freedom provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a primarily long-term, fundamental analysis approach, using low-cost mutual funds, ETFs, and, when appropriate, individual securities, with ongoing portfolio monitoring, rebalancing, and tax-management strategies.

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 at Grimes & Company in Westborough, MA, holding a Series 65 designation. He joined the firm in 2025 and has prior experience with Fidelity Investments. His background includes positions at Villanova University and involvement with the NH Tomahawks. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, providing discretionary investment management and financial planning. The firm uses proprietary research to build customized strategies across various investment vehicles and is notable for its affiliated private investment vehicle and work with other advisers and government clients.

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 and holds a Series 65 license with 12 years of industry experience. She has been with Grimes & Company since 2013. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, offering discretionary investment management and financial planning. The firm creates customized investment strategies using proprietary research and manages portfolios across a range of securities, employing advanced techniques such as options and third-party long/short strategies when appropriate.

Brendan Shea is a CFP® professional with two years of industry experience, currently with Grimes & Company. He previously worked at Heritage Financial Services and FP Solutions RI, and has academic experience at Bryant University. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and state or municipal entities. The firm offers discretionary investment management and financial planning, using proprietary research to build customized portfolios that may include mutual funds, ETFs, individual securities, and alternative strategies, and also acts as a sub-adviser to other registered investment advisers.

David Ojerholm is a financial advisor with The AmeriFlex Group in Worchester, MA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cambridge Investment Research, LPL Financial, and Mass Mutual Investors Services. 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 portfolio management and financial planning services, delivering customized strategies via model asset allocations, discretionary or non-discretionary manager relationships, and both wrap and non-wrap programs.

Jordan Letendre is a CFP® with 15 years of industry experience and has been with Grimes & Company since 2014. He is a member of the Financial Planning Association of Massachusetts and serves on the investment committee of St Joseph's Abbey. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities with customized investment strategies and financial planning. The firm employs proprietary research and a range of investment approaches, including options and long/short strategies, while also working as a sub-adviser to other registered investment advisers.

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. Grimes serves as a board member for North Hill, a charitable organization. Grimes & Company Wealth Management serves individuals, families, trusts, estates, and institutional clients, including pension plans and government entities. The firm provides customized investment strategies using proprietary research and offers discretionary management, financial planning, and referrals to unaffiliated professionals.

Molly Welch is a CFP®, CFA®, and Series 65 registered advisor with Grimes & Company, bringing four years of industry experience. Prior to joining Grimes & Company in 2021, she worked at athenahealth for five years. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, offering discretionary investment management and financial planning. The firm uses proprietary research to build customized investment strategies across multiple asset types and offers specialized services including sub-advisory roles and a private investment vehicle.

Donald Gaskell is a financial advisor at Verus Capital Partners, LLC with 43 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior experience includes roles at Capitol Securities Management and William F. Sullivan Financial Services Inc. Outside of his advisory work, Gaskell is involved with Sullivan Insurance Group, Inc., an agency selling life and disability insurance products. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical investment approach with strategic asset allocation and offers customized portfolios aligned with client objectives, risk tolerance, and tax considerations.

Gordon Thomas is a Certified Financial Planner (CFP®) with 10 years of industry experience. He is currently with Grimes & Company, where he has worked since 2021. His prior experience includes roles at MML Investor Services, Baystate Financial, and Fidelity Investments. Grimes & Company Wealth Management serves individuals and families, trusts, estates, pension and profit-sharing plans, and government entities, offering discretionary investment management and financial planning. The firm employs proprietary research and diversified strategies, including mutual funds, ETFs, individual securities, and alternative investments, and is known for its work with other investment advisers and municipal clients.

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 CFP® professional with five years of industry experience, currently serving as an advisor at Grimes & Company. His prior roles include positions at iCapital, LLC, Kaplan College for Financial Planning, and Siharum Advisors. He is affiliated with a multi-team firm based in Westborough, MA. Grimes & Company Wealth Management provides services to individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, as well as serving as a sub-adviser to other registered investment advisers. The firm employs customized investment strategies utilizing proprietary research and diverse asset allocations, offering discretionary management and advanced financial planning options.

William Stott is a Series 65-licensed financial advisor with Marshfield Associates, where he has worked since 1990, totaling 36 years of industry experience. Marshfield Associates is a registered investment adviser managing approximately $8.12 billion for a diverse client base that includes high-net-worth individuals, state and municipal government entities, investment companies, and sovereign wealth funds. The firm employs a long-only value investment approach through a concentrated Core Value Equity Strategy and an optional Balanced Strategy that includes fixed income, emphasizing quality and a strict margin-of-safety buy discipline.

Emily Wood is a CFP® with 24 years of industry experience, currently serving at Grimes & Company since 2002. She previously worked at NewEdge Securities, LLC for 16 years. Wood is assistant treasurer for the New England Botanical Garden at Tower Hill and serves on the steering committee for the McNulty Women’s Institute for Women’s Leadership. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, offering discretionary investment management, financial planning, and referrals to unaffiliated professionals. The firm creates customized investment strategies using proprietary research and various investment vehicles, including mutual funds, ETFs, and third-party managers, and is noted for its work with other advisers and municipal clients.

Austin Porchelli is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has worked with multiple firms, including MassMutual and D&P Advisors, and operates the Help to Retire business, where he serves as an insurance and annuity producer. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 30,000 clients through a network of almost 300 advisers. The firm provides portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

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.