Joseph Sachetta

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.

Julian B. Morris, CFP®, ChFC®, CLU®, RICP®, TPCP®, AAMS®, CRPC®, CFS®, AIF®, BFA®, is the founder and principal of Concierge Wealth Management, a boutique fiduciary practice in Boston. He has been in the business since 2004 and works with executives, business owners, and families who want an advice-first relationship. The practice coordinates the full financial picture: tax planning, equity compensation, retirement income, and estate coordination, not just the portfolio. Many client relationships now span two and three generations of the same family. Morris has been named a Five Star Wealth Manager every year since 2013. His commentary on equity compensation, taxes, and retirement has appeared in Forbes, TIME, CNBC, Kiplinger, and Yahoo Finance. Advisory services are offered through Flagship Harbor Advisors, LLC, an SEC-registered investment adviser. Securities are offered through LPL Financial, member FINRA/SIPC.

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.

Charles Norfleet Jr. is a CFP® professional with eight years of industry experience, currently affiliated with Cetera. His career includes roles at McAdam LLC, Purshe Kaplan Sterling Investments, Andrews & Cole, and Norfleet Advisory, which he owns and operates. Outside of advisory work, he provides insurance services including life, health, disability, annuities, and long-term care products. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions supported by a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed strategies.

Thomas Hagstrom is a CFA® charterholder with 30 years of industry experience. He is currently with Appleton Partners, Inc. in Boston, MA, and previously worked at Charles Schwab Investment Advisory and Charles Schwab. He is an Army Veteran and involved in Veteran's affairs. Appleton Partners, Inc. provides discretionary portfolio management and wealth planning for individuals, trusts, charitable organizations, and institutional clients. The firm employs fundamental, relative-value, and technical analysis across fixed income and equity strategies, tailoring portfolios to client objectives with ongoing monitoring and quarterly appraisals.

Ali Siahkamari is the principal of Siahkamari Capital and holds a Series 65 credential. He has experience working at Fidelity Investments, JPMorgan Chase & Co, and Dell Technologies. He also has a background in quantitative development and data science and holds a Ph.D. Outside of his advisory role, he is licensed as a real estate agent, though this activity is separate from his financial advisory work. Siahkamari Capital is a state-registered investment adviser serving individuals and high-net-worth clients through discretionary portfolio management. The firm uses a combination of quantitative models and fundamental analysis to guide investment decisions and conducts quarterly account reviews with tailored portfolio strategies based on each client’s financial situation and risk tolerance.