Zakeriah Mohammed Nabulsi

Narendra Kapadia is the sole advisor at Value Financial Services Corp. in Chelmsford, MA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Value Financial Services since 2000 and is also the owner and president of Value Mortgage Corporation, a mortgage origination and processing business he founded in 1996. Value Financial Services provides discretionary investment management and comprehensive financial planning to individuals, high net worth persons, trusts, estates, and small businesses. The firm offers customized portfolios and employs a long-term, personalized approach with flexibility to adjust holdings based on market conditions or client objectives.

Linda Taylor is a financial advisor with Carlisle Financial Group, LLC, holding a Series 65 designation and 15 years of industry experience. She previously worked at Powerhouse Assets LLC for one year. Carlisle Financial Group, LLC is a state-registered, fee-only investment adviser serving primarily individual clients with portfolio management and financial consulting. The firm emphasizes low-cost index funds and ETFs, avoids market timing and routine stock picking, and maintains a disciplined rebalancing process with a focus on mutual funds and ETFs.

You want to feel confident in your financial future, but finding the time to make the right decisions is a challenge. That's what I am here for. Mike Morton, CFP®, ChFC®, RLP®, is a fee-only financial advisor for high-earning professionals and busy parents with increasingly complex finances in the greater Boston area and nationwide. Morton Financial Advice clients are typically dual-income households in their 40s and 50s working in technology, biotech, engineering, finance, healthcare, and professional services, balancing demanding careers and growing families. We offer three ways to work together: hourly consultations, a fixed-fee comprehensive financial plan, or an ongoing monthly fixed-fee relationship for full, year-round support and investment management. In every case, we are fee-only fiduciaries, which means that 100% of our income comes from clients, never commissions, and there's no minimum in assets or net worth. Together, you and your advisor will cover investments, retirement planning, tax planning, employee and executive benefits (including equity compensation: RSUs, ISOs, and ESPPs), education planning (529s), wills, trusts, and insurance, with socially responsible investing available for clients who want it. Being a Registered Life Planner® means I focus on you: your time, energy, dreams, and goals, not just your portfolio. By building small habits, setting the right path, and providing year-round support, we can make sense of your financial resources and put everything to work, smarter, for your future. I live in Harvard, MA, with my wife and three children. We enjoy hiking, camping, running, snowboarding, and obstacle racing. I've played Ultimate Frisbee for decades and coach the youth team in town, and previously ran a woodworking/furniture-making business. I am the author of The Juggling Act and the host of Five Minute Finance, a financial planning podcast launched in 2020. Morton Financial Advice is a fee-only, fiduciary registered investment advisory firm based in Harvard, Massachusetts, founded in 2018 by Mike Morton, CFP®, ChFC®, RLP®. The firm works on published flat fees, earns no commissions, and sells no products. Morton Financial Advice is registered in Massachusetts, Pennsylvania, California, New York, and Colorado (CRD #293530), serves clients across the greater Boston area and works remotely with clients nationwide in states where it is registered or exempt. Learn more at https://mortonfinancialadvice.com.

Catherine Ryan is a CFA charterholder with 18 years of industry experience. She has been the sole advisor at Cedar Rock Investment Advisors since 2006. Cedar Rock Investment Advisors offers investment counseling and portfolio management to individuals and trusts, including charitable remainder and income-only trusts. The firm’s investment approach is based on academic research emphasizing asset allocation, low-cost instruments, and careful liquidity management, combining broad market core holdings with tactical positions informed by fundamental and behavioral analysis.

Barbara Duffield is the principal of Duffield Financial Group in Concord, MA, with 48 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at FSC Securities Corporation and OSAIC, alongside operating her own financial planning and advisory business since 1978. She maintains an insurance broker license, though she has not sold insurance products in more than 15 years, and currently serves on the finance committee of her condominium association. Duffield Financial Group provides pension consulting, investment consulting, and financial planning services to plan sponsors, trusts, endowments, and high-net-worth individuals. The firm focuses on non-discretionary client relationships, fundamental analysis, and a long-term, buy-and-hold investment approach, with a notable emphasis on ERISA-level pension consulting and flat or hourly fee structures.

Beth Lundberg is a CFP® and Series 65-registered financial advisor with five years at Hawthorne Wellman Financial Planning, LLC and a total of three years in the industry. Her prior experience includes roles at Hawthorne Wellman, LLC and Zeiders Enterprises, as well as self-employment. Outside of her advisory work, she dedicates time to an outside media project, a podcast. Hawthorne Wellman Financial Planning, LLC is a fee-only, state-registered investment adviser serving individuals, couples, and families with comprehensive financial planning and discretionary portfolio management. The firm employs an evidence-based, factor-driven, globally diversified, and cost-conscious investment approach tailored to clients’ tax situations, risk tolerances, and life goals.