Shane R Fargo

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.

Kevin Feig is a CFP®, CPA, CFT™, professional affiliated with Walk You To Wealth in Dover, MA, with over 20 years of industry experience including executive-level roles at Fidelity Investments and digital asset firms such as Coinbase and Kraken. He currently serves as an Adjunct Professor of Financial Planning at Columbia and Regis Colleges. Walk You To Wealth provides financial coaching and comprehensive planning to individuals and families, including portfolio management and money-mindset coaching for a flat monthly fee.

Julian Morris is a financial advisor with Flagship Harbor Advisors, LLC, holding the ChFC® designation and Series 66 license. He has 21 years of industry experience, with prior roles at LPL Financial, Ameriprise Financial Services, and IDS Life Insurance Company. Morris also operates Pinnacle Insurance & Financial Services, a general agency for fixed insurance products. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, utilizing a range of investment vehicles and both fundamental and technical analysis in their strategies.

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.

Benjamin Doernberg is a financial advisor at First Step Financial in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to founding First Step Financial, he worked with Never Again Action and Escape the Room Boston. First Step Financial provides financial planning and advisory services to individual and high-net-worth clients through one-off plans, ad-hoc hourly engagements, and an ongoing subscription option, focusing on modern portfolio theory and broad index mutual funds and ETFs. The firm does not custody or trade client accounts and uses a pricing model based on subscription and hourly fees rather than asset-based charges.