Shelley Rogers is a financial advisor at Bolton Securities Corporation with 14 years of industry experience. She holds the Series 66 designation and has been with Bolton Securities since 2014, also working with Bolton Global Capital since 2011. Rogers maintains a fixed insurance license. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse clientele, including individuals, high-net-worth investors, charitable organizations, and institutional clients. The firm employs an IAR-driven approach, utilizing a range of investment vehicles with a generally long-term orientation while allowing tactical adjustments.

Joaquin Pastor is a Series 66 licensed financial advisor with Bolton Securities Corporation, bringing three years of industry experience. His prior roles include positions at Bolton Global Asset Management, Bolton Global Capital, Max Capital, McKinsey & Company, and the Ministry of Production. Outside of advising, he is a partner at a management consulting firm in Buenos Aires and teaches macroeconomics and financial asset valuation at two universities in Argentina. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s approach customizes portfolios to client goals and risk tolerance, utilizing a range of investment vehicles with a generally long-term orientation while allowing for tactical adjustments.

John Ohl is a financial advisor with Bay Colony Advisors, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Bay Colony since 2009 and also serves as a managing member of Equine Legends LLC, overseeing thoroughbred breeding operations in Lexington, Kentucky. In addition, he co-founded True Origin LLC, a company focused on search engine optimization. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, retirement plan consulting, and related advisory services. The firm combines fundamental analysis and a long-term investment approach with family-office and concierge services, alongside institutional retirement fiduciary offerings.

Franz Loeber is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at TCW Investment Management Company LLC for six years and has been with Ark Global, LLC since 2015. He is also involved with True Gritt LTD, operating under Vanderbilt Financial Group in a marketing and compensation capacity. Vanderbilt Advisory Services serves a diverse range of clients, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Mark Celi is a financial advisor at St. Bernard Financial Services, Inc. in Concord, MA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Asset Financial Inc and was self-employed before joining St. Bernard in 2020. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, providing investment advisory and brokerage services including portfolio management and financial planning. The firm follows a long-term, conservative growth approach with tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds while considering tax and risk factors.

Brandon Frye is a CFP® and Series 65-licensed advisor at Robertson Stephens with 19 years of industry experience. He previously worked at Vodia Capital, LLC for seven years prior to joining Robertson Stephens in 2022. Outside of his advisory role, he provides financial coaching for new widows through Wings for Widows. Robertson Stephens offers investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing $8.76 billion in assets as of the end of 2025. The firm provides discretionary and non-discretionary portfolio management using a variety of investment tools and offers planning services including tax and estate planning.

Jacob Murray is a CFP® with 11 years of industry experience, currently affiliated with Great Valley Advisor Group, LLC. His prior roles include positions at Bay Colony Advisors, Securities America, Inc., The Patriot Financial Group, LLC, LPL Financial, Valmark Securities, Inc., and Wealth Impact Partners. He is also licensed as an insurance agent and dedicates part of his time to offering insurance products and services. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing both proprietary and third-party investment strategies with ongoing portfolio oversight.

Silas Witherbee is a financial advisor with Bay Colony Advisors in Concord, MA, holding Series 63 and Series 65 licenses and 41 years of industry experience. His prior roles include positions at Cantella & Co Inc and Janney Montgomery Scott. He is also the owner of Witherbee Wealth Management LLC, a non-investment-related business. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, and related advisory services. The firm combines fundamental, long-term investment strategies with family-office and concierge services, alongside institutional retirement fiduciary offerings.

Megan Brandt is a financial advisor at Kestra Private Wealth Services, LLC with one year of industry experience. She holds a Series 66 credential and previously worked at Expeditors International of Washington and City Catering Company. Brandt has also served as a Client Relationship Manager involved in registered representative activities. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a wide range of investment products and specialized services, including discretionary and non-discretionary account management.

Raymond Grenier is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has been with Bolton Securities since 2006 and also maintains longstanding roles at Delta Equity Services Corporation and Andover Capital Company, Inc. Grenier serves on the Board of Trustees for The Briarwood Community, an assisted living facility. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm’s investment approach is advisor-driven and typically employs mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation while allowing for tactical adjustments.

Daphne Mahle is a financial advisor at Bolton Securities Corporation with 22 years of industry experience. She holds the Series 66 designation and has been with Bolton Securities and Delta Equity Services Corporation since 2005. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs an IAR-driven approach that tailors portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical adjustments.

Nicholas Grose is a financial advisor at Bay Colony Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at Patomak Global Partners, Alfta GIF, George Mason University, and Ohio University. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients by providing financial planning, portfolio management, retirement plan consulting, and related advisory services. The firm combines fundamental investment analysis with a long-term approach and offers family-office and concierge services alongside institutional retirement fiduciary solutions.

Krista Piazza is a financial advisor at AlphaStar Capital Management with five years of industry experience. She holds a Series 65 designation and has worked previously at Worcester Advisors and Quinsigamond Community College. Prior to her financial career, she was employed at Seven Hills Charter Public School for 15 years. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches through proprietary model portfolios and third-party technology tools.

Francois Ducroux is a financial advisor at Bay Colony Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bay Colony Advisory Group since 2020, following an 11-year tenure at Winslow, Evans & Crocker. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other instruments, and is noted for its comprehensive fiduciary retirement services and expanded family-office offerings.

Stephen Boudreau is a financial advisor at Alera Investment Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Strategic Retirement Plan Consultants, Inc. and LPL Financial. He also provides administrative support to Strategic Retirement Plan Consultants, an independent investment advisory firm. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to a broad client base, including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental analysis approach while incorporating various investment vehicles and provides ongoing portfolio supervision and consulting services.

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.

David Clark is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC since 2022. His prior experience includes roles at Mass Mutual Investors Services and Bts Securities Corporation. Outside of his advisory work, he is involved in a small business selling body products at event markets and holds insurance agent licenses with various companies. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

Bruce Rellstab is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior roles include positions at Broker Dealer Financial Services Corp. and Community Investment & Retirement Services, where he also serves as president of an independent insurance agency specializing in fixed and index annuities, long-term care, and life insurance. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm’s approach focuses on fixed-income and income-oriented strategies, utilizing active portfolio management and third-party manager allocations, alongside specialized family-office and special-needs planning services.

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.

Miguel Fernandez is a financial advisor at Bolton Securities Corporation with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. Miguel is the founder and owner of Fernandez Capital Advisors, LLC, a personal S-corp used for tax and accounting purposes. Bolton Global Asset Management, where Miguel is registered as an Investment Advisor Representative, provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a mix of internal management, unaffiliated money managers, and third-party asset management programs, emphasizing a long-term investment approach with flexibility for various strategies.