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.

Thomas Grimes is a CFP® with 32 years of industry experience, currently serving at Grimes & Company, where he has worked since 2003. His prior experience includes 16 years at NewEdge Securities, LLC. He is a member of the board of directors at Walpole Cooperative Bank. 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 employs customized strategies using proprietary research and diverse asset allocations, including third-party managers and options strategies, and also acts as a sub-adviser to other registered investment advisers.

Lawrence Sasso is a financial advisor at Bison Wealth, LLC with over 35 years of industry experience. He holds the ChFC® designation and has worked with firms including Broker International Financial Services LLC and Tarkenton Financial. In addition to his advisory role, he serves as an adjunct professor at Quinsigamond Community College and is the Commander of American Legion Post 201. He is also a member of the Worcester State University Board of Trustees. Bison Wealth serves a diverse client base including individuals, family offices, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management along with a turnkey asset management platform for other advisers. The firm’s investment approach blends tactical and strategic allocations across liquid and private-market investments and includes option-based overlay strategies through an affiliated sub-adviser.

Laurie Littlefield is a financial advisor at Grimes & Company with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Grimes & Company since 2005, following six years at Mid Atlantic Capital Corporation. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, providing discretionary investment management, financial planning, and referrals to third-party professionals. The firm creates customized investment strategies using proprietary research and employs a range of investment vehicles, including mutual funds, ETFs, individual securities, and alternative strategies.

Matthew Morse is a CFA® charterholder with six years of industry experience. He is currently an advisor at Grimes & Company and has previously worked at Harmony Wealth Partners LLC, Clarendon Private LLC, Mainstone Capital Management, LLC, and Eaton Vance Investment Counsel. Outside of financial advising, he is a member of MCM Sports Partners, LLC, which is involved in sports franchise transactions. 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 a range of asset types and employs specialized approaches such as options and third-party long/short strategies, while also serving other advisers and municipal clients.

Alexander Hansen is a financial advisor at Merit Financial Advisors in Worcester, MA, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Dynasty Securities, Citigroup Global Markets, and Raymond James Financial Services. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, with oversight from a central Investment Management team and Investment Committee.

Timothy Rheaume is a CFP® and CFA® charterholder with 14 years of industry experience. He has worked at Grimes & Company since 2021 and previously spent 11 years at Natixis Investment Managers. 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 and diverse investment strategies, including mutual funds, ETFs, individual securities, and third-party managers, and offers unique services such as an affiliated private investment vehicle and work with other advisers and municipal clients.

Michael Woodman is a financial advisor at Northeast Planning Associates, Inc. with 36 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Northeast Planning Associates in 2022, Woodman worked for Kovack Advisors, Inc. and Kovack Securities, Inc. for 15 years. He is also a notary public in Massachusetts. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular, consultative planning engagements and access to investment management, focusing primarily on individual and plan-sponsor clients.

Eleanor Kreitler is a CFP® with five years of industry experience, currently serving as a financial advisor at Grimes & Company. She previously worked at Morgan Stanley for four years and held roles at Charles Schwab & Co., Inc., Eaton Partners, and other organizations. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension plans, and government entities, providing customized investment strategies and financial planning using proprietary research and portfolio management systems. The firm is notable for its affiliated High Income Opportunity Fund and its work with other investment advisers and state or municipal government clients.

Patricia Lavoie is a CFP® with three years of industry experience, currently with Grimes & Company. She previously worked at EP Wealth Advisors and Fortis Management Group LLC. She serves as a trustee for the John T Donahue Trust and Louise G. E Donahue Trust. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and governmental entities. The firm provides discretionary investment management and financial planning, utilizing proprietary research and a diversified approach that includes mutual funds, ETFs, individual securities, and various alternative strategies.

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.

Megan Brandt is a financial advisor at Kestra Private Wealth Services, LLC with a Series 66 designation and one year of industry experience. Her prior work includes roles at Expeditors International of Washington and City Catering Company. She also served as a Client Relationship Manager at California Wealth Transitions, where she evaluated client risk tolerance and provided financial advice. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, corporations, and other entities, offering a range of investment advisory and financial planning services with access to both in-house and third-party managed solutions.