Scott Wallace Holden

Ichiro Takayoshi is the sole advisor at Takayoshi Wealth Management LLC in Newton, MA. He holds a Series 65 designation and has 18 years of experience as a faculty member at Tufts University. Takayoshi Wealth Management provides financial planning and investment advisory services primarily to individuals and families through time-bound and ongoing engagements, offering diversified, long-term portfolio advice with an emphasis on low-cost ETFs and mutual funds. The firm uses a flat fee pricing model and incorporates scenario analysis and stress-testing in its recommendation process.

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.

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.

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.

Robert Lang is the sole advisor at Aztec Capital LLC in Arlington, MA, holding a Series 65 credential with 12 years of industry experience. He has been involved with TheStreet.com and RealMoneyPro.com since 2012 and operates Explosiveoptions.net, an educational service for option traders that includes a chat room and spread trading service. Aztec Capital serves individual clients, small businesses, institutions, and charitable organizations through discretionary portfolio management and tailored investment strategies. The firm’s approach focuses on equity options and related derivatives, employing techniques such as premium selling, calls and puts buying, and hedging, with frequent use of technical analysis and active account monitoring.