Mitchell Mccord is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Founders Financial Securities LLC since 2023. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he serves as a voting board member for a family-owned property entity in Colorado. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers portfolio management, financial planning, and retirement consulting through various platforms and combines advisory, broker-dealer, and insurance services within its enterprise structure.

Alexander Hansen is a financial advisor with Merit Financial Advisors in Worcester, MA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, Dynasty Securities, Citigroup Global Markets, and Raymond James Financial Services. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach with centrally managed model portfolios and offers both discretionary and non-discretionary account services.

Timothy Rheaume is a CFP®, CFA®, and Series 63 license holder with 15 years of industry experience. He has worked at Grimes & Company since 2021 and previously spent 11 years at Natixis Investment Managers. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm offers customized investment strategies using proprietary research and portfolio-management systems, and it also serves other advisers as clients and acts as a private fund adviser.

Eleanor Kreitler is a CFP® and Series 66-licensed financial advisor at Grimes & Company with five years of industry experience. She previously worked at Morgan Stanley for four years and has held roles at Charles Schwab & Co., Inc. and Eaton Partners. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and municipal entities. The firm uses proprietary research to build customized investment strategies and also offers sub-advisory and trustee services.

Patricia Lavoie is a CFP® and Series 65 credentialed financial advisor with three years of industry experience. She is currently with Grimes & Company, where she has worked since 2023. Prior to that, she spent 17 years at Fortis Management Group LLC and one year at EP Wealth Advisors. Outside of advisory work, Patricia serves as a trustee for the John T Donahue Trust and Louise G. E Donahue Trust. Grimes & Company provides discretionary portfolio management and financial planning to a diverse client base, including individual and institutional investors such as estates, charitable organizations, and government entities. The firm emphasizes customized investment strategies utilizing proprietary research and a variety of investment vehicles, and also acts as a sub-adviser for other investment advisers.

Raymond Clifford Jr. is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes long-term roles at Lincoln Investment Planning Inc. and The Lincoln National Life Insurance Company, as well as a principal position at Clifford & Reno Insurance Agency. Outside of advising, he is involved as a shareholder in restaurant and pizzeria businesses in Worcester, MA. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors, utilizing both discretionary and non-discretionary investment approaches supported by an in-house research team.

Harold Kirkpatrick is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Procyon. His prior roles include positions at Connectus Wealth Advisors, Purshe Kaplan Sterling Investments, Facet, Pinnacle Financial Group, and M HOLDINGS SECURITIES. He also acts as a strategic advisor for a fintech financial advisory start-up and provides consulting services to firms in financial services and technology. Procyon offers investment management, financial planning, retirement-plan advisory, and institutional consulting to a diverse client base, including individuals, families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in assets, combining internal portfolio construction with independent managers and employing AI tools to support research and monitoring.

Susan Smith is a financial advisor with The Patriot Financial Group, LLC in Worcester, MA. She holds a Series 66 designation and has four years of industry experience, including roles at LPL Financial and Cetera. Smith also works as a service assistant at Bowditch & Dewey LLP. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, and institutional clients. The firm customizes portfolios based on client goals and risk tolerance, using a mix of fundamental and technical analysis and offering a broad range of investment options including mutual funds, ETFs, private equity, and advisory annuities.

Jay Merrill is a financial advisor at Capital Analysts with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including American General Life Insurance Company and Banner Life Insurance. Merrill is involved in community activities as the treasurer for Paxton Little League and co-owns McGrath & Merrill Associates, an independent financial advisory office. Capital Analysts serves both retail and institutional clients, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors. The firm provides investment management via an in-house team and third-party managers, leveraging proprietary screening tools and maintaining institutional relationships to support a broad range of investment products.

Joseph Benoit Jr. is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Grimes & Company in Westborough, MA. He has worked at Grimes & Company since 2006 and previously spent eight years at Mid Atlantic Capital Corporation. Grimes & Company provides discretionary portfolio management and financial planning to a diverse client base including individuals, institutions, estates, charitable organizations, and government entities. The firm employs proprietary research and portfolio-management systems to build customized investment strategies across various asset types and offers trustee services through an affiliated trust entity.

Thomas Dunlap is a CFA® charterholder with four years of industry experience. He is currently with Grimes & Company and has previously worked at Harmony Wealth Partners LLC, Clarendon Private LLC, and Loomis, Sayles & Company L.P. Grimes & Company provides discretionary portfolio management and financial planning for individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm employs customized investment strategies using proprietary research and portfolio-management systems across a broad range of assets and also offers trustee services through an affiliated trust entity.

David Barlow is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Grimes & Company. His prior roles include positions at Goodman Advisory Group, Ferris Capital, and Bts Asset Management. Grimes & Company provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutions, estates, and government entities. The firm employs proprietary research and a range of investment vehicles, offering customized strategies while also serving other investment advisers and acting as a private fund adviser.

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.

Sara McGrath is a financial advisor with Capital Analysts in Worcester, MA, holding a Series 66 credential and over 22 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 2012 and previously at Legend Advisory, LLC from 2005 to 2012. Outside of her advisory role, she serves as the Girls Coordinator for Grafton Youth Lacrosse, managing coaches, schedules, and events. Capital Analysts serves retail and institutional clients, including individual and high-net-worth investors, trusts, and foundations. The firm provides portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of advisors, delivering both discretionary and non-discretionary investment management supported by an in-house research team.

Paul Tamagni is a financial advisor with LPL Financial in Milford, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at LPL Financial since 2015 and founded Northeast Planning Associates, Inc., an independent registered investment advisory firm, in 2020. Outside of his advisory work, he serves as President and Vice-President of Mt. Holly Marketing, a C Corporation established for personal tax planning purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

Benjamin Wallace is a CFA® charterholder with 23 years of experience in the financial industry. 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 provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and government entities. The firm uses proprietary research and portfolio-management systems to build customized investment strategies across various asset types and also serves other investment advisers and acts as a sub-adviser.

Angela Casasanto is a Series 66-licensed financial advisor at Capital Analysts with 20 years of industry experience. Her prior roles include positions at Lincoln Investment, LPL Financial, M&T Bank, and Raymond James Financial Services. Outside of her advisory work, she serves as Co-Chair of the Charlton Cultural Council and leads the Massachusetts CSA Leaders Network, a professional group for Certified Senior Advisors. Capital Analysts serves retail and institutional clients such as individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network, with investment management provided both by an in-house team and outside advisors.

Jennifer Moran is a Certified Financial Planner (CFP®) with 18 years of industry experience. She has worked at Grimes & Company since 2014 and previously held roles at Daintree Advisors LLC and Calibre Advisory Services Inc. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm builds customized investment strategies using proprietary research and portfolio-management systems, with a focus on diversified allocations across various funds, individual securities, and selected private vehicles.

Jae Song is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has worked at Grimes & Company, Inc. since 2011. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and government entities. The firm employs proprietary research and portfolio-management systems to build customized investment strategies across various asset types and also offers trustee services and sub-advisory engagements.