David Barlow is a CFP® with 19 years of industry experience, currently affiliated with Grimes & Company. He previously worked at Goodman Advisory Group, LLC and Ferris Capital, LLC. Grimes & Company provides discretionary investment management and financial planning to a diverse client base including individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and governmental entities. The firm offers customized investment strategies using proprietary research and portfolio management systems, with a broad range of institutional-type services such as sub-advisory roles and ERISA plan management.

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 Series 66-licensed financial advisor with Capital Analysts, based in Worcester, MA, with 21 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 2012 and serves as President of McGrath & Merrill Associates, Inc., which operates under the Clifford & Rano Associates name. Outside of advising, McGrath coordinates girls’ youth lacrosse programs in Grafton. Capital Analysts serves individual and institutional clients, including high-net-worth investors and retirement plans, offering discretionary and non-discretionary portfolio management through in-house model portfolios, third-party managers, and customized strategies. The firm combines a proprietary mutual fund screening process with various client engagement models and maintains affiliations with Lincoln Investment and Pershing/BNY.

Joseph Colell Jr. is a financial advisor at Spire Wealth Management, LLC with 50 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2014 to 2018. He is also involved with Strategic Assets LLC, a Massachusetts LLC established to run Spire-related business through. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing both discretionary and non-discretionary portfolios. The firm employs a range of investment strategies, including passive, active, and hybrid tax-aware allocations, and offers access to model portfolios and wrap programs, with proprietary risk overlays managed through its affiliate Corbett Road Capital Management.

Benjamin Wallace is a CFA® charterholder with 23 years of industry experience. 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 bank account and budget. Grimes & Company provides discretionary investment management and financial planning to individuals, families, trusts, and institutional clients, including state and municipal entities. The firm offers customized investment strategies utilizing proprietary research and manages portfolios across a variety of asset types, with a range of institutional-type services and integrated non-investment solutions.

Angela Casasanto is a financial advisor at Capital Analysts with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Investment, LPL Financial, M&T Bank, and Raymond James Financial Services. Casasanto serves as Co-Chair of the Charlton Cultural Council and is involved with the Women's Initiative of the United Way as a Finance Sub-Committee member. She also leads the Massachusetts CSA Leaders Network, a professional group for Certified Senior Advisors. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management utilizing an in-house Investment Management & Research team, as well as custom portfolios and third-party managers, supported by complex custodial arrangements and affiliations with Lincoln Investment.

Jennifer Moran is a CFP® with 18 years of industry experience, currently serving as an advisor at Grimes & Company since 2014. She holds the Series 65 designation and practices out of Westborough, MA. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, charitable organizations, and government entities. The firm employs proprietary research and portfolio management systems, offering customized strategies across various asset classes and specialized approaches such as allocations to independent managers and private investment funds.

Jae Song is a CFA® charterholder and holds a Series 65 license, with 12 years of industry experience. He has been with Grimes & Company, Inc. since 2011. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, 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 supports a range of institutional-type services such as sub-advisory roles and ERISA plan work.

Michael Maguire is a financial advisor with Grimes & Company in Westborough, MA, holding the CFP® and ChFC® designations along with Series 63 and Series 65 licenses. He has 21 years of industry experience, including long tenure at Mutual of America and prior roles at Strategic Retirement Partners. Maguire also operates as an independent insurance agent outside of his advisory work. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, charitable organizations, and governmental entities. The firm offers customized investment strategies using proprietary research and manages portfolios across various asset types, while also providing institutional services such as sub-advisory engagements and ERISA plan consulting.

Timothy Grimes is a financial advisor at Grimes & Company with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NewEdge Securities, LLC. Outside of his advisory role, he serves as a trustee managing multiple family trusts. Grimes & Company provides discretionary investment management and financial planning services to individuals, families, trusts, 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 a broad range of institutional-type services including sub-advisory roles and specialized investment strategies.

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 CFP® with five years of industry experience. He currently works at Grimes & Company and previously held roles at Fiduciary Trust Company, BNY Mellon, and UBS Financial Services. Grimes & Company provides discretionary investment management and financial planning services to individuals, families, trusts, 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 provides a broad range of institutional-type services including sub-advisory roles and specialized investment strategies.

John St Marie Jr. is a financial advisor with Capital Analysts in Worcester, MA, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been associated with Lincoln Investment Planning, Inc. since 2012 and has operated as a self-employed advisor since 1986. In addition to advisory services, he is involved in the sales and service of fixed insurance products, including health insurance and annuities. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various models and third-party managers, supported by an in-house Investment Management & Research team that employs a proprietary mutual-fund screening process.

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.

James Grenon is a financial advisor with Grimes & Company in Westborough, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Grimes & Company since 2006 and previously held positions at NewEdge Securities, LLC and The Leaders Group DBA Simplicity Investments. Grenon serves on the board of BankHometown, a mutual savings bank, providing oversight and advisory services. Grimes & Company offers discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, charitable organizations, and governmental entities. The firm develops customized investment strategies supported by proprietary research and provides a range of specialized services such as sub-advisory roles, ERISA plan administration, and integration of non-investment services.

Janelle Coulman is a CFP® with 12 years of industry experience, currently serving at Grimes & Company in Westborough, MA. She has worked at Grimes & Company since 2014 and previously spent 11 years at NewEdge Securities, LLC. Grimes & Company provides discretionary investment management and financial planning to individuals, families, trusts, 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 supports a wide range of institutional-type clients while integrating non-investment services into its client work.

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.

Christopher Deeley is a CFA® charterholder with 17 years of industry experience. He has been with Grimes & Company since 2017, following prior roles at Adviser Investments, LLC and Braver Wealth Management, LLC. Grimes & Company provides discretionary investment management and financial planning to a diverse client base including individuals, families, trusts, 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 provides a range of institutional-type services such as sub-advisory roles and ERISA plan services.

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.