Jae Song is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Grimes & Company since 2011. He holds a Series 65 license and works out of Westborough, MA. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, pension plans, and government entities. The firm employs customized investment strategies supported by proprietary research and offers services such as sub-advisory roles, advanced financial planning, and access to affiliated private investment vehicles.

Michael Maguire is a financial advisor at Grimes & Company with 21 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Mutual of America and Strategic Retirement Partners. In addition to his advisory role, he is an independent insurance agent. Grimes & Company provides discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, pension plans, and government entities. The firm utilizes customized investment strategies supported by proprietary research and offers services such as sub-advisory work and estate planning through the Vanilla platform.

John Lian is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Cambridge Investment Research, LPL Financial, and Mass Mutual Investors Services. He serves as a board trustee for the Juniper Outreach Foundation and the Fairlawn Foundation. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Sean Donovan is a financial advisor at Grimes & Company with five years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Grimes & Company in 2024, he worked at Fiduciary Trust Company, BNY Mellon, and UBS Financial Services. Grimes & Company provides discretionary investment management and financial planning services to individual and institutional clients, including high-net-worth individuals, trusts, and government entities. The firm employs customized investment strategies supported by proprietary research and portfolio management systems, and offers advanced planning services such as estate-document support through the Vanilla platform.

Matthew Dunn is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Foundations Investment Advisors since 2017 and has prior experience with Financial Resource Partners and Ameritas Life Insurance Corp. Dunn also operates a sole proprietorship involved in the sale of fixed life insurance and annuities. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis and offers tailored advice using model portfolios and an asymmetric rebalancing approach.

Brian Heffernan is a financial advisor with Northeast Planning Associates, Inc. and holds a Series 66 designation. He has 23 years of industry experience, including 19 years with LPL Financial. He is also involved in a family business as a general partner of Mahdeen Management, LLC. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements with access to investment management, managing approximately $327.7 million in client assets.

James Grenon is a financial advisor with Grimes & Company in Westborough, MA, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His prior roles include positions at UBS Financial Services and NewEdge Securities, and he currently serves on the board of a mutual savings bank. In addition to advising clients on investment matters, he is involved with an affiliated insurance agency providing insurance-related planning services. Grimes & Company offers discretionary investment management and financial planning to individual and institutional clients, including trusts, pension plans, and municipal entities. The firm utilizes customized strategies supported by proprietary research and portfolio management systems and provides a range of services including sub-advisory engagements and estate planning through the Vanilla platform.

Janelle Coulman is a CFP® and holds a Series 66 license with 12 years of industry experience. She has worked at Grimes & Company, Inc. since 2014 and was previously with NewEdge Securities, LLC for 11 years. Grimes & Company provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, pension plans, and government entities. The firm emphasizes customized investment strategies supported by proprietary research and offers a range of services including acting as a sub-advisor to other advisers and estate-document support through the Vanilla platform.

Alfred Boutiette is a financial advisor at Consolidated Portfolio Review Corp with six years of industry experience. He also manages The Visper Group LLC, which focuses on retirement income planning using fixed annuity and life insurance products. Prior to joining Consolidated Portfolio Review Corp in 2022, he worked at The Patriot Financial Group from 2019 to 2022. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients, including high net worth individuals, trusts, estates, and retirement plans. The firm uses an advisor-driven investment process tailored to each client, combining strategic asset allocation with fundamental and technical analysis across various asset classes.

Thomas Bacon is a financial advisor at Consolidated Portfolio Review Corp with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Trust Advisory Group, Ltd. and AGES Financial Services, Ltd. He has been with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC since 2025. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment process is advisor-driven and tailored to each client, utilizing strategic asset allocation alongside fundamental and technical analysis, and offers proprietary model portfolios as well as access to third-party managers.

Christopher Deeley is a CFA® charterholder with 17 years of experience in the financial industry. He has worked at Grimes & Company since 2017 and has prior experience with Adviser Investments, Braver Wealth Management, LMCG Investments, and Munder Lee Investments. Grimes & Company provides discretionary investment management and financial planning services to a diverse client base, including individuals, institutions, trusts, and government entities. The firm emphasizes customized investment strategies supported by proprietary research and portfolio management systems, utilizing a range of investment vehicles and offering sub-advisory services to other advisers.

Gerard Dougherty is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at CreativeOne Wealth since 2017 and is also affiliated with Boston Independence Group, where he offers insurance products including disability, annuities, and life insurance. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies to support tailored investment solutions and ongoing portfolio management.

James Miller is a Series 65 licensed advisor at Integrity Advisory Solutions with 11 years of experience in the financial industry. Prior to joining Integrity Advisory Solutions, he operated Abundance Financial Coaching, LLC for eight years and has maintained a law practice since 1994. In addition to his advisory work, he owns a law office licensed to sell insurance and is involved in life insurance sales. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing fundamental and technical analysis along with various asset-allocation strategies.

Robert Gustafson Jr. is a CFP® professional with 21 years of industry experience, currently with Mariner Wealth since 2025. Prior to this, he worked for 17 years at Triton Financial Group, Inc. He serves as president of Advisors Choice Insurance Company, Inc. and is a board member of the City of Marlborough Retirement System. Mariner serves a broad range of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm uses discretionary, customized portfolios supported by internal research and third-party managers, and offers additional services such as Core Family Office capabilities and employer financial wellness tools.

Andrew Jensen is a financial advisor with Eagle Strategies (NY Life) in Holden, MA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been associated with Eagle Strategies since 2017 and has prior experience at NYLIFE Securities LLC and New York Life Insurance. Outside of his advisory role, Jensen serves on the board of the Wachusett Area Chamber of Commerce and the Oriol Foundation and volunteers for local community events such as Holden Day’s. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Carlos Escobar is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Investments. Outside of his advisory role, he has experience in livestock management with Palmira Capital. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its planning approach.

Mark Smiley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with The Guardian Life Insurance Company and Park Avenue Securities since 2014, and has been with Primerica Advisors since 1999. Smiley serves on the Board of Corporators at Bay Savings Savings Bank, providing feedback on customer service. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Christopher Tobey is a CFP® with 17 years of industry experience. He has worked at CWM, LLC since 2020 and previously spent ten years at Purshe Kaplan Sterling and Atlantic Capital Management. Tobey is based in Southborough, MA. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary model portfolios overseen by an internal Investment Committee and offers a range of services including portfolio management, financial planning, sub-advisory services, and comprehensive retirement-plan solutions.

Drew Stratton is a CFP® with over 31 years of industry experience, currently affiliated with Commonwealth Financial Network in Waltham, MA. He has worked at Commonwealth since 2014 and is also a co-owner of Stratton & Son Wealth Management, LLC, a private entity involved in securities, advisory, and insurance business. Prior to and alongside his advisory roles, he has been employed by IBM Corp since 1989. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios.

Patrick Nee is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. His prior work includes roles at Boston Retirement Group, Mass Mutual Investors Services, and MSI Financial Services. He serves as a council member for Saint Margaret Mary. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement plan solutions utilizing model portfolios overseen by an internal Investment Committee and integration of third-party resources.