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.

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 financial advisor with The Patriot Financial Group, LLC in Worcester, MA. She holds a Series 66 designation and has four years of industry experience, including roles at LPL Financial and Cetera. In addition to her advisory work, she has served as a service assistant at Bowditch & Dewey LLP. The Patriot Financial Group serves individuals, small businesses, and retirement plans, providing investment management, financial planning, and retirement plan advisory services. The firm constructs tailored portfolios with ongoing supervision, using a combination of charting, fundamental, and technical analysis to implement appropriate long- and short-term strategies.

Timothy Sullivan is a financial advisor at Capital Analysts with 25 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Lincoln Investment and TIAA, including TIAA-CREF, since 2007. Outside of his advisory duties, he serves as a recreational hockey referee for community games. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management, access to third-party managers, and retirement plan advisory services, supported by an in-house investment management and research team.

Jay Merrill is a financial advisor with Capital Analysts in Worcester, MA, holding Series 63 and Series 66 credentials and 16 years of industry experience. His career includes roles at American General Life Insurance Company, Banner Life Insurance, Clifford & Rano Associates, and Lincoln Investment Planning. Outside of his advisory work, he serves as treasurer for Paxton Little League and is a part-owner and officer of McGrath & Merrill Associates, an independent financial advisor office. Capital Analysts serves individual and institutional clients with discretionary and non-discretionary portfolio management, offering both model and custom portfolios alongside third-party manager access. The firm’s investment decisions are guided by an in-house investment management team and operate with a range of client authority options and affiliations.

Joseph Benoit Jr. is a CFA® charterholder with 20 years of industry experience. He has worked at Grimes & Company since 2006 and was previously with Mid Atlantic Capital Corporation from 2009 to 2017. Benoit holds a Series 66 license. 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 utilizing proprietary research and manages portfolios across various asset types, while also providing institutional-style services such as sub-advisory roles and ERISA plan support.

Thomas Dunlap is a CFA® charterholder with four years of industry experience. He has worked at Grimes & Company since 2025 and previously held roles at Harmony Wealth Partners LLC, Clarendon Private LLC, and Loomis, Sayles & Company L.P. from 2011 to 2022. Grimes & Company provides discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, as well as state and municipal government entities. The firm builds customized investment strategies using proprietary research and portfolio management systems, and it offers a range of institutional-type services, including sub-advisory roles and affiliated private investment funds.

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.

Paul Tamagni is a financial advisor with LPL Financial in Milford, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at LPL Financial since 2015 and founded Northeast Planning Associates, Inc., an independent registered investment advisory firm, in 2020. Outside of his advisory work, he serves as President and Vice-President of Mt. Holly Marketing, a C Corporation established for personal tax planning purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

John Khoury is a financial advisor at Savvy with 22 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab & Co, Inc from 2008 to 2023. Outside of his advisory role, he owns a property management business involving a condo rental in Lincoln, New Hampshire. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and external research.

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.