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.

Thomas Holubiak is a financial advisor at Bolton Securities Corporation with 12 years of industry experience. He holds the Series 66 designation and has worked at Bolton Securities Corp and Bolton Global Capital since 2017, following five years at Commonwealth Financial Network. He is also licensed to offer life, health, and disability insurance products as an insurance broker. 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 advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, combining long-term strategies with tactical trading and rebalancing.

Cynthia Nims is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has been associated with Bolton Global Asset Management and Bolton Global Capital since 2011. Outside of her advisory role, she is president of Family Legacy Partners, Inc., an entity created to operate securities and investment advisory businesses, and serves as trustee of the Family Legacy Partners Inc 401K plan. 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 is tailored through a network of independent investment adviser representatives, using a range of investment vehicles with a generally long-term orientation while allowing tactical adjustments.

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.

Charles Sullivan is a CFP® with 21 years of experience in the financial industry. He is affiliated with Bolton Securities Corporation and has worked with Bolton Global Asset Management since 2006, Bolton Global Capital since 2004, and Ciulla, Dixon & Dale, LLC since 1994. In addition to his advisory role, he is the owner and president of Sullivan, Dixon & Co., PC, a CPA firm providing accounting and bookkeeping services. Bolton Global Asset Management offers 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 advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a focus on long-term investment strategies combined with tactical trading and rebalancing.

Alexander Hansen is a financial advisor at Merit Financial Advisors in Worcester, MA, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Dynasty Securities, Citigroup Global Markets, and Raymond James Financial Services. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, with oversight from a central Investment Management team and Investment Committee.

Timothy Rheaume is a financial advisor at Grimes & Company with 14 years of industry experience. He holds the CFP®, CFA®, and Series 63 credentials. Prior to joining Grimes & Company in 2021, he worked for Natixis Investment Managers for 11 years. 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 manages portfolios across various asset classes, including mutual funds, ETFs, and private investment funds.

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.

Eleanor Kreitler is a CERTIFIED FINANCIAL PLANNER™ at Grimes & Company with five years of industry experience. She previously worked at Morgan Stanley and Charles Schwab & Co., Inc. Eleanor holds the Series 66 license. 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, with a range of institutional-type services including sub-advisory roles and ERISA plan services.

Patricia Lavoie is a CFP® professional with three years of industry experience, currently serving at Grimes & Company. She previously worked at EP Wealth Advisors and Fortis Management Group LLC. She also acts as a trustee for two family trusts, engaging in trust administration activities. 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 manages portfolios across a range of asset types, including mutual funds, ETFs, individual securities, and allocations to independent managers.

Raymond Clifford Jr. is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has worked at Lincoln Investment Planning Inc. since 2012 and has been associated with The Lincoln National Life Insurance Company and Clifford & Reno Insurance Agency for over three decades. Outside of his advisory role, he is involved as a principal in insurance sales and holds shareholder positions in local restaurant businesses. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with an in-house investment management team and employs a proprietary mutual-fund screening process alongside multiple advisory options.

Harold Kirkpatrick is a CFP® with 11 years of experience in the financial industry. He currently works at Procyon Advisors, LLC and previously held roles at Connectus Wealth Advisors, Purshe Kaplan Sterling Investments, Facet, Pinnacle Financial Group, and M HOLDINGS SECURITIES, Inc. Outside of his advisory work, he serves as a strategic advisor to fintech start-ups and provides consulting services to firms in the financial and technology sectors. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm offers investment management, financial planning, retirement plan advisory, and institutional consulting, focusing on customized portfolios primarily constructed with mutual funds, ETFs, equities, and fixed income, managed through a combination of internal teams and third-party partners.

Susan Smith is a Series 66-licensed financial advisor with four years of industry experience. She is currently with The Patriot Financial Group, LLC and has previously worked at LPL Financial and Cetera firms. Outside of her advisory role, she has experience as a service assistant at Bowditch & Dewey LLP. The Patriot Financial Group serves individual clients, small businesses, and retirement plans by offering investment management, financial planning, and retirement plan advisory services. The firm constructs tailored portfolios using a combination of fundamental, technical, and charting analysis and maintains continuous portfolio supervision with regular reviews and rebalancing.

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.