Rodney William Hass

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.

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.

Sangita Gandhi is a financial advisor at Shanti Capital LLC with 16 years of industry experience. She has non-active ownership in SAMVED Corporation, an investment-related business providing some investment research services since 2003, but holds no operational role. Shanti Capital LLC provides discretionary investment management primarily to high-net-worth individuals, focusing on global equity portfolios. The firm emphasizes fundamental research to identify undervalued companies with sustainable competitive advantages and concentrates holdings in a limited number of long-term equity opportunities, including exposure to small-cap healthcare, biotech, and non-U.S. equities.

Charles Levin is the sole advisor at Levin Financial Planning in Wayland, MA, holding a Series 65 license with 20 years of industry experience. He has led his independent firm since 2004, providing fee-only, hourly financial planning and investment advice. Levin Financial Planning serves individuals, families, small businesses, and retirement or profit-sharing plans using a fundamental, long-term buy-and-hold investment approach primarily with low-cost index funds and ETFs. The firm is notable for advising pension or profit-sharing plan clients despite being a solo, hourly-planning practice and is currently winding down operations and not accepting new clients.

Adam Hark is the president of Wellesley Hills Capital in Newton, MA, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including PCF Capital Markets LLC and Preston Todd Advisors, Inc. He also maintains roles in related Wellesley Hills entities. Wellesley Hills Capital provides discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis, emphasizing low-cost exchange-traded funds alongside individual stocks, bonds, and options, with services offered both on a discretionary basis and through hourly consulting engagements.