Chester Mccord is a financial advisor at Founders Financial Securities LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he is involved in insurance sales and tax preparation through his own firm, McCord LLC, and owns mineral rights leased for oil production. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment programs and a combination of advisory, broker-dealer, and insurance capabilities.

Kevin Grimes is a CFP® and CFA® with 28 years of experience in the financial industry. He has been with Grimes & Company since 1999 and previously worked at Mid Atlantic Capital Corporation from 2017 to 2021. Outside of his advisory work, he serves as a board member for the charitable organization North Hill. 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 portfolio management systems, with a range of institutional-type services and specialized investment options.

Gregory Mistovich is a financial advisor at Vanderbilt Advisory Services with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vanderbilt since 2016. Outside of his advisory role, he is the owner of a fixed insurance sales business. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and integrating retirement-plan consulting with advisory services.

Molly Welch is a CFP®, CFA®, and Series 65 credentialed advisor with four years of industry experience. She has worked at Grimes & Company since 2021 and previously spent five years at athenahealth. Grimes & Company provides discretionary investment management and financial planning services to a diverse client base, including individuals, families, trusts, estates, charitable organizations, and government entities. The firm offers customized investment strategies using proprietary research and manages portfolios across multiple asset types, while also providing institutional-type services such as sub-advisory engagements and ERISA plan support.

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 CFP® with 10 years of industry experience, currently serving as a financial advisor at Grimes & Company. His prior roles include positions at MML Investor Services, Baystate Financial, and Fidelity Investments. 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 offers customized investment strategies using proprietary research and portfolio management systems, and it provides a range of institutional-type services such as acting as a sub-advisor to other advisers and managing affiliated private investment funds.

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 at Grimes & Company. His prior roles include positions at iCapital, Kaplan College for Financial Planning, and Siharum Advisors. 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 builds customized investment strategies using proprietary research and offers a wide range of institutional-type services, including sub-advisory roles and specialized investment 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. Outside of her advisory role, she is an assistant treasurer for the New England Botanical Garden at Tower Hill and a steering committee member for the McNulty Women's Institute for Women's Leadership. Grimes & Company provides discretionary investment management and financial planning to individuals, families, trusts, charitable organizations, pension and profit-sharing plans, and governmental clients. The firm utilizes proprietary research and portfolio management systems to build customized strategies and offers a range of institutional-type services including sub-advisory roles and affiliated private investment funds.

Austin Porchelli is a financial advisor with Foundations Investment Advisors LLC in Worcester, MA, holding Series 63 and Series 65 credentials with five years of industry experience. He has worked at Foundations Investment Advisors since 2021 and is also involved with Help to Retire as an insurance and annuity producer. Foundations Investment Advisors is a registered investment adviser serving individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices, offering investment management, financial planning, and tax coordination using a combination of fundamental, technical, and cyclical analysis.

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® professional with 32 years of industry experience, currently serving at Grimes & Company. He has worked at NewEdge Securities, LLC for 16 years and has been self-employed since 1991. Grimes is also a member of the board of directors at Walpole Cooperative Bank. Grimes & Company provides discretionary investment management and financial planning for individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and governmental entities. The firm employs proprietary research and portfolio management systems to build customized strategies and offers institutional-type services including sub-advisory roles, specialized investment allocations, and integrated non-investment services.

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.

Brett Kubiak is a financial advisor with Capital Analysts, holding a Series 66 designation and four years of industry experience. He has worked at several firms, including Cambridge Investment Research and Cetera Advisor Networks, and concurrently serves with the Worcester Police Department. Kubiak is also appointed as a life insurance and fixed annuities agent. Capital Analysts serves a diverse client base ranging from individual investors to institutional clients, offering discretionary and non-discretionary portfolio management through multiple programs and access to third-party managers. The firm employs a proprietary mutual fund screening process and supports advisors in providing customized investment solutions alongside fiduciary services.

Laurie Littlefield is a financial advisor with Grimes & Company, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Grimes & Company since 2005 and was previously with Mid Atlantic Capital Corporation from 2011 to 2017. Grimes & Company provides discretionary investment management and financial planning services to a diverse client base including individuals, families, trusts, estates, charitable organizations, pension plans, and government entities. The firm employs proprietary research and portfolio management systems to build customized investment strategies and offers a range of institutional-type services such as sub-advisory engagements and ERISA plan support.

David Laliberte Jr. is a financial advisor at Vanderbilt Advisory Services with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2016. Outside of his advisory role, he is involved in fixed and indexed annuity sales, health insurance sales, and annuity and life insurance sales through his sole proprietorships. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services with an investment process that combines fundamental, technical, and charting analysis and integrates retirement-plan and benefits firms to support pension consulting and plan administration.

Matthew Morse is a CFA® charterholder with six years of industry experience. He currently serves as a financial 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 his advisory work, he is a member of MCM Sports Partners, LLC, which is involved in sports franchise transactions. Grimes & Company provides discretionary investment management and financial planning services to a diverse client base, including individuals, families, trusts, charitable organizations, and government entities. The firm offers customized investment strategies using proprietary research and manages portfolios across a range of asset types, with a notable emphasis on institutional-type offerings and integrated non-investment services.

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.