Howard Mark Goldstein

Ichiro Takayoshi, a tenured professor at Tufts University where he has taught since 2008, founded Takayoshi Wealth Management, a fee-only practice in Newton, MA. He charges flat fees agreed in advance, with no commissions and no percentage-of-assets fees. Engagements begin with a 90-Day Financial Sprint that builds the plan, followed by optional Year-Round Advisory. Portfolio advice centers on low-cost, diversified funds.

Kevin Feig is a CFP®, CPA, CFT™, professional affiliated with Walk You To Wealth in Dover, MA, with over 20 years of industry experience including executive-level roles at Fidelity Investments and digital asset firms such as Coinbase and Kraken. He currently serves as an Adjunct Professor of Financial Planning at Columbia and Regis Colleges. Walk You To Wealth provides financial coaching and comprehensive planning to individuals and families, including portfolio management and money-mindset coaching for a flat monthly fee.

Melisa Dobraca Iacono is a financial advisor at Beacon Pointe Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors and its affiliated entities since 2018, as well as at Windrose Advisors, LLC from 2014 to 2018. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach, utilizing proprietary due-diligence processes and a mix of active and passive strategies across various third-party platforms.

Andrew Altenbach is a CFP® professional with seven years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities in Needham, MA. He works with clients for wealth management, income protection and advanced estate planning strategies. For business owners, Andrew helps owners retain and reward key employees and facilitate exit strategies. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Joseph Hoffman is a CFP® with 22 years of industry experience, currently serving at Financial Independence Advisors a part of World Investment Advisors, LLC. His prior roles include positions with TIAA-CREF, Edward Jones and Vanguard. He is also licensed to recommend life, health, and variable insurance products. World Investment Advisors, LLC is an SEC-registered investment adviser providing portfolio management and advisory services to individuals, institutions, and retirement-plan clients. The firm offers model-based and customized portfolio solutions across discretionary and non-discretionary strategies, supported by a range of technology platforms and service offerings.

Jeffrey Meenes is a CFP® and holds a Series 66 license, with 15 years of industry experience. He is the sole advisor at Meenes Wealth Partners in Shrewsbury, MA, and has worked at Blueprint Financial Planning, LLC since 2010. Meenes Wealth Partners provides flat-fee, fiduciary wealth management and comprehensive financial planning services primarily to pre-retiree and retiree households. The firm follows an evidence-based investment approach emphasizing global diversification, cost efficiency, and tax-aware portfolio management, operating on a non-discretionary basis with a small, hands-on client base.