Medina Avdic

Anthony Corsino Jr. is a CFP® and ChFC® with seven years of industry experience, currently serving as the sole advisor at Zen Financial Planning, LLC in Andover, MA. His prior experience includes four years at Merrill Lynch and roles at Raytheon. He is an adjunct lecturer and subject matter expert for financial planning programs at Regis College and Boston University. Zen Financial Planning provides wealth management and financial planning services to individuals, families, trusts, estates, and business owners through its integrated Zen Advisory Program (ZAP), which combines discretionary investment management with comprehensive financial planning. The firm also offers targeted hourly and project-based planning and specializes in limited-scope ERISA retirement plan advisory services.

John Spoto is a CFP® and holds a Series 65 license, with 17 years of experience in the financial advisory industry. He has been with Sentry Financial Planning, LLC since 2008 and also has a longstanding role at Vanguard Systems Technology, Inc. since 1992. Sentry Financial Planning, LLC provides fee-only, fiduciary financial planning and investment advisory services primarily to individuals and trusts, including high-net-worth clients. The firm emphasizes long-term, buy-and-hold investing with a collaborative, non-discretionary approach to portfolio management.

Robert Foster Jr. is the principal of Plain Talk Financial Planning, LLC in Amesbury, MA, holding a Series 65 license with one year of industry experience. He has worked at Nokia since 1984 as a Technical Support Engineer. Foster dedicates a significant portion of his time to this role outside of his advisory work. Plain Talk Financial Planning offers investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm employs asset allocation strategies grounded in modern portfolio theory, incorporating both passive and active management, and provides tailored solutions including socially conscious options and cryptocurrency-related exposure when requested.

Diane Pappas is a financial advisor at Solutions For Divorce in Gloucester, MA, with 10 years of industry experience. She holds a Series 65 designation and has focused her career exclusively at Solutions For Divorce since 2013. The firm specializes in divorce-focused financial planning and consulting, providing detailed analyses related to cash flow, support, taxation, and division of retirement assets. Solutions For Divorce does not offer ongoing asset management but delivers tailored written plans and refers clients to outside investment professionals for implementation.

William De La Cruz is a financial advisor at DLC Wealth Management in Andover, MA, holding a Series 65 designation with one year of industry experience. He has worked at Delta Air Lines since 2009 as a Systems Operations Manager. DLC Wealth Management provides portfolio management and investment advisory services to individual clients and charitable organizations, employing a diverse investment approach that includes multiple analytical methods and long-term trading strategies. The firm manages approximately $2.69 million in discretionary assets for 18 clients and operates as a small practice with a single advisor.

Noah Tillinghast is a financial advisor at Callidus Capital with a Series 65 designation and experience beginning in 2022. He previously worked at Clearview Financial Strategies LLC and has a background that includes ten years in education. In addition to his advisory role, he is a licensed insurance agent selling life insurance. Callidus Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of fundamental, technical, and cyclical analysis across various security types. The firm typically manages portfolios under written discretionary authority and does not concentrate on any single security type.