Allen Dillaire is a CFP® with 27 years of experience in the financial services industry. He is currently with Bartholomew & Company Wealth Management, LLC, where he has worked since 2026, and previously held roles at Commonwealth Financial Network and H.D. Vest Investment Services. Outside of his advisory work, he provides tax preparation and general accounting services in Worcester, MA. Bartholomew & Company Wealth Management, LLC serves a diverse client base including institutional entities and individual investors, offering asset management, financial planning, and retirement-plan consulting. The firm employs an institutional research process with model portfolios combining active, passive, and core-satellite strategies, focusing on fixed income and municipal bonds, and integrates ESG-oriented approaches.

Carmen Grinkis is a CFP® professional with 12 years of experience, currently serving at AAF Wealth Management, LLC. She has been affiliated with AAF Wealth Management and AAFCPAs Insurance since 2016 and is also involved with Income Protection Partners. Outside of advisory work, she holds a managerial role at AAFCPAs Insurance, overseeing licensing and product evaluations. AAF Wealth Management provides investment advisory, financial planning, and pension consulting services to a diverse client base, including individuals, trusts, retirement plans, non-profits, and businesses. The firm employs a formal manager-selection process combining quantitative and qualitative analysis and offers discretionary asset management across various investment types.

Evan Fischthal is an advisor at Finivi Inc. with a Series 65 credential and one year of industry experience. Prior to joining Finivi, he worked at Keenan Financial and held various roles including positions at The Quiet Zone and Newport Harbor Island Resort. Finivi serves individual and business clients by providing discretionary investment management, financial planning, estate-planning facilitation, and financial education. The firm employs an active, core-satellite investment approach and offers specialized services such as portfolio management for business clients and family-meeting facilitation.

Edward Sherr is a financial advisor with Carl P. Sherr & Co., LLC in Worcester, MA, holding Series 63 and Series 66 licenses and 37 years of industry experience since joining the firm in 1989. Carl P. Sherr & Co. provides investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes individualized investment policies, asset allocation, and long-term holdings, managing most assets on a discretionary basis with a team approach and centralized oversight.

Justin Griffin is a financial advisor with New Harbor Financial Group, LLC in Worcester, MA. He holds a Series 65 designation and has 14 years of industry experience, with over a decade at New Harbor Financial Group. Outside of his advisory role, he serves as a trustee for the Princeton Land Trust, where he attends board meetings and conducts site visits to oversee land use and compliance. New Harbor Financial Group is a team-based registered investment adviser that provides investment management, wealth management, and financial planning to individuals, trusts, estates, charities, and business entities. The firm uses a blend of fundamental, technical, and cyclical analysis in managing client portfolios across a range of investment vehicles and offers both discretionary and non-discretionary services.

Casey Clarke is a CFP® and ChFC® with 27 years of industry experience, currently serving as an advisor at Cadence Wealth Management LLC since 2010. He holds a Series 63 license and is based in Westborough, MA. Cadence Wealth Management is a team-based advisory firm that offers discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth families, trusts, and estates. The firm employs a long-term, core asset-allocation philosophy combined with tactical overlays using technical analysis and proprietary rule-based modeling, constructing portfolios from ETFs, mutual funds, individual securities, and option strategies.

Robert Richard is a financial advisor with Bright Futures Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms including Cetera Investment Advisers LLC and Silver Oak Securities, Inc., and is also the owner of Assabet Financial Group, which provides tax planning, preparation, and fixed insurance services. In addition to his advisory roles, he serves as a member of the Affordable Housing Committee in Boylston, MA. Bright Futures Wealth Management, LLC offers portfolio management, financial planning, and pension consulting to a range of clients including individuals, trusts, and retirement plans. The firm uses multiple analytical methods and investment strategies, providing both discretionary and non-discretionary services tailored to non-high-net-worth and high-net-worth clients.

Kevin Hodson is a financial advisor at AAF Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at AAF Wealth Management and Fidelity Brokerage Services. AAF Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, trusts, retirement plans, non-profits, and business entities. The firm employs a formal manager-selection process combining quantitative and qualitative analysis and offers discretionary asset management across various investment types.

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.

Spencer Lyons is a CFP® with six years of industry experience, currently serving at Carr Financial Group in Worcester, MA. His career includes roles at LPL Financial, Mass Mutual Investors Services, Edelman Financial Engines, and Commonwealth Financial Network. Carr Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation through diversified mutual funds and ETFs, managing approximately $744 million in discretionary assets across a team of seven advisors.

Brian Hawley is a CFA® charterholder with 19 years of industry experience. He is currently with Freedom Investment Management, Inc., where he has worked since 2023. Prior to that, he held roles at 3 D/L Capital Management, LLC, 3D Asset Management, Inc., and Sterling Insurance Solutions, Inc. Freedom Investment Management is an SEC-registered adviser serving retail and institutional clients through discretionary separately managed accounts, model portfolios, financial planning, and turnkey administrative services. The firm uses quantitative, factor-based, and systematic approaches combined with passive index funds and ETFs to construct diversified portfolios and manage risk.

James Cushman is a financial advisor with Bartholomew & Company Wealth Management, LLC, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. His career includes roles at ClearBridge Investments LLC, Legg Mason & Co LLC, and Invesco AIM Private Asset Management, Inc. He also engages in fixed insurance sales as a secondary business activity. Bartholomew & Company Wealth Management serves a diverse client base including institutional clients such as trusts, municipalities, foundations, endowments, and non-profits, as well as individual investors. The firm employs an institutional research process and model portfolios that integrate active, passive, and core-satellite strategies with an emphasis on short-term, high-grade fixed income and municipal bonds, while offering discretionary asset management and financial planning services.

Kathryn Lund Wilde is a CFP® and holds a Series 65 license with 20 years of industry experience. She has worked at Milestone Financial Planning, LLC since 2021 and previously operated a CPA practice providing tax preparation and financial services for small businesses. Prior to joining Milestone, she worked at Mosaic Financial Advisors, LLC for 14 years. Milestone Financial Planning serves individuals, high-net-worth clients, trusts, non-profit organizations, and small businesses, managing approximately $590 million in client assets through a team of 12 advisors across five offices. The firm focuses on disciplined asset allocation, tax efficiency, and broadly diversified, low-cost investment strategies.

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 licenses and has been associated with Bartholomew & Company in various capacities since 2009. His other business activities include fixed insurance sales conducted at branch. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning to institutional clients and individual investors. The firm employs an institutional research process and model portfolios that combine active, passive, and core-satellite strategies, emphasizing fixed income, municipal bonds, and ESG-oriented approaches.

Hazel Nutt is a CFP® professional with 20 years of industry experience. She is currently with Bartholomew & Company Wealth Management, LLC and has been affiliated with Commonwealth Financial Network since 2006 as well as Bartholomew & Co., Inc. since 2004. Bartholomew & Company Wealth Management, LLC serves institutional clients and individual investors, providing asset management, financial planning, and retirement-plan consulting. The firm employs an institutional research process and model portfolios that blend active, passive, and core-satellite strategies, with a focus on fixed income, municipal bonds, and ESG-oriented approaches.

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 worked at Commonwealth Financial Network and Bartholomew & Company since 2011. Outside of her advisory role, she is engaged in direct sales with Mary Kay Cosmetics and works as a motivational and public speaker focusing on personal growth and life balance for women. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning services to institutional clients and individual investors. The firm employs an institutional research process and model portfolios combining active, passive, and core-satellite strategies, with an emphasis on short-term, high-grade fixed income and municipal bond strategies.

Louise Henningsson is a Series 66-licensed advisor at Bartholomew & Company Wealth Management, LLC with one year of industry experience. She has held positions at Bartholomew & Company Inc and Boston University and has prior experience working with CliftonLarsonAllen LLP and Saint Leo University. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning to institutional clients and individual investors. The firm employs an institutional research process and model portfolios that integrate active and passive investment strategies, with a focus on fixed income, municipal bonds, and ESG-oriented approaches.

Steven Johnson is a ChFC® with 36 years of experience in financial advising. He is currently with Finivi Inc., where he has worked since 2018, following nearly three decades at Signator Investors, Inc. He is also a part owner of iPolicyQuote, Inc., an insurance brokerage. Finivi serves individuals, retirement accounts, trusts, estates, charitable organizations, and business entities, managing approximately $258 million in client assets. The firm employs an active, core-satellite investment approach tailored to client risk tolerances and goals, and offers a range of planning and consulting services including career transitioning and divorce financial analysis.

Christopher Carelli is a financial advisor at Carr Financial Group with 22 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Private Advisor Group, LLC and LPL Financial. He also acts as an independent insurance agent, periodically selling life insurance and fixed annuity products. Carr Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation using diversified mutual funds and ETFs, with discretionary account management and a family office practice under a separate fee arrangement.

Michelle Fuller is a financial advisor at Bartholomew & Company Wealth Management, LLC with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at John Hancock and UBS Financial Services. Fuller is the owner of Growth Accelerated, LLC, a non-investment-related business entity. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management and financial planning services to institutional clients such as trusts, municipalities, foundations, endowments, and non-profits, as well as individual investors. The firm employs an institutional research process and firm-developed model portfolios that combine active, passive, and core-satellite strategies, with a focus on short-term, high-grade fixed income and municipal bonds, along with ESG-oriented approaches.