Kassandra Santana is a Series 66-licensed advisor at Bolton Securities Corporation with nine years of industry experience. She has been with Bolton Global Capital since 2016 and joined Bolton Global Asset Management in 2026. Outside of finance, she was involved with ELCO Cleaning and Disinfecting for two years. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized wealth management using a variety of investment vehicles and emphasizes a primarily long-term investment approach.

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.

Felton Messina is a financial advisor at Bolton Securities Corporation with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Bolton Global Asset Management since 2018 and Bolton Global Capital since 2015. 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 combines internally managed portfolios and third-party managers, focusing on tailored investment strategies with a generally long-term orientation while allowing tactical adjustments.

Cesar Colis Vidal is a Series 66-licensed financial advisor with Bolton Securities Corporation, based in Wellesley, MA, and has 16 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2015. In addition to his advisory role, he owns and operates New York Investment Solutions, LLC, a securities and advisory business. 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, and corporations. The firm’s approach emphasizes tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical adjustments.

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.

William Dow is a financial advisor with Bolton Securities Corporation and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has been with Bolton Securities since 2006. Dow is also co-owner and managing director of Dow Capital Management, LLC, an investment advisory business. 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, and retirement plans. The firm’s approach involves tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a generally long-term orientation and access to third-party managers and wrap-fee platforms.

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.

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.