Richard Bruce Karlen

For years Quentara was the unexpected primary caregiver for her father who was diagnosed with Alzheimers. During his transition she continued to work, buy a house, get married, and start a family. She founded Powwow with the intent of helping other families prioritize their goals that are often neglected due to the in-the-moment demands of kids and aging parents. Powwow is fee-for-service, meaning a family's net worth, relationships, goals, and concerns are discussed and illustrated without the need to invest assets or purchase product. If you have questions related to every day goals, elder care transition, and kids you've come to the right place. Quentara has been featured in numerous publications, including NerdWallet, CBS MoneyWatch, and Financial Planning Magazine. She has also been invited to present on financial planning and elder care topics throughout Massachusetts. Follow her on social media and reach out to schedule a free consultation.

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.

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.

Adam Apt is a CFA® charterholder and holds a Series 65 license, with 18 years of industry experience. He has been the principal of Peabody River Asset Management, LLC since 2007. Additionally, he serves as Vice President of Investment Analytics at LTSAVE, Inc., where he designs and oversees an automated investment advice system for defined contribution retirement plans. Peabody River Asset Management is a fee-only registered investment adviser providing portfolio management, financial planning, and consulting services to individuals, families, and institutional clients, including charitable organizations. The firm employs a top-down, four-stage portfolio construction process with a focus on ETFs, bonds, and a mostly buy-and-hold approach, supplementing fundamental analysis with quantitative risk models.

Robert Lang is a financial advisor at Aztec Capital LLC in Arlington, MA, holding a Series 65 designation with 13 years of industry experience. He has been involved with TheStreet.com and Realmoneypro.com since 2012 and operates Explosiveoptions.net, an educational site for option traders that includes a chat room and spread trading service. Aztec Capital serves individual clients, small businesses, institutions, and charitable organizations with discretionary portfolio management focused on equity options and related derivatives. The firm employs technical analysis and risk control strategies, offering individualized investment approaches and maintaining regular account reviews.