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.

Penelope Tzougros is a financial advisor with Wealthy Choices (R) LLC, holding the ChFC® designation and Series 63 license, with 39 years of industry experience. She has worked with Wealthy Choices since 2005, alongside roles at LPL Financial and Bay Financial Advisors. In addition to advisory work, she is an author of books related to financial education. Wealthy Choices provides personalized, fee-based financial planning and investment advice to individuals, families, and small businesses, focusing on areas such as cash-flow management, insurance review, retirement and estate planning, and education funding. The firm uses a discovery-driven planning process supported by fundamental and technical analysis, with compensation structured through hourly, project, and retainer fees, while clients retain control over implementation.

Matthew Berger is the sole advisor at Crescent Lake Advisors in Southborough, MA, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Brookfield Asset Management, Waterstone Property Group, and as an independent executive consultant. Outside of his advisory work, he serves as CFO of Bridge Logistics Properties at Bridge Investment Group, focusing on the logistics value-add fund manager business. Crescent Lake Advisors is a state-registered investment adviser serving individual and high-net-worth clients with tailored portfolio management and financial planning services. The firm emphasizes asset allocation and passive, long-term buy-and-hold strategies using low-cost index funds and ETFs, operating on a non-discretionary basis and providing advisory reviews for held-away accounts.

Fermo Bianchi is the sole advisor at Fabco Investment Advisors, LLC, holding a Series 65 designation with 15 years of industry experience. He has led Fabco Investment Advisors since 2010 and also provides individual and fiduciary income tax preparation services outside of his advisory role. Fabco Investment Advisors offers portfolio management, financial planning, and optional tax preparation services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes individualized investment profiles with a long-term strategy, managing over $100 million in discretionary assets while coordinating with clients’ estate attorneys and addressing real estate and college-planning needs.

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 14 years of industry experience. She operates as the sole advisor at her independent firm based in Carlisle, MA. Carlisle Financial Group provides portfolio management and financial consulting services to individual clients, focusing on passive, index-based investment strategies primarily through mutual funds and ETFs. The firm emphasizes asset allocation and cost efficiency, offering retirement planning and as-needed financial advice alongside portfolio management.

Martin Krikorian is a financial advisor at Capital Wealth Management in Tewksbury, MA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Capital Wealth Management since 2005. Capital Wealth Management is a fee-only registered investment adviser serving individuals, families including high-net-worth clients, trusts, foundations, businesses, and non-profit organizations. The firm focuses on portfolio diversification and risk control using low-cost, no-load, and index mutual funds, applying Modern Portfolio Theory with defined rebalancing guidelines, and offers no-cost educational seminars on investments, retirement planning, and estate planning.

Peter Foley is a CFP® and ChFC® with over 20 years of experience in financial advising. He has operated Fourthpoint Advisors in Wellesley, MA since 2005. In addition to his advisory work, Foley is a licensed insurance broker in multiple states, including Massachusetts. Fourthpoint Advisors serves a select group of individual and family clients, along with employer organizations and nonprofit plan sponsors, offering financial planning, portfolio management, and retirement-plan consulting. The firm provides both non-discretionary and discretionary investment solutions and maintains a distinct insurance brokerage practice.

I help busy parents get organized and feel confident with careful, smart, and custom advice so that you can enjoy life now and grow your money for the future. I work closely with only a small number of clients to provide year-round financial planning and wealth management. Together, we define your goals and implement a plan to reach them successfully. I am not like any other advisor: ☑️ I focus on you: your time, energy, dreams, and goals. Not your portfolio. ☑️ I work with parents with kids still at home, so I understand your situation. ☑️ I only work with a small number of clients, so that I am available for email and phone calls when something comes up and you need me. ☑️ I monitor your financial plan, your net worth, savings goals, tax planning opportunities and more, to ensure that you stay on track throughout the year. ☑️ I provide year-round financial planning, sending you updates on your plan and important action items just when you need them. ☑️ I do not charge based on your net worth, or assets invested with me and have no minimums fees. 100% of my income comes from my clients, so whom do you think I work for? By creating important habits, setting the correct path, and giving year-round support, together we ensure your successful financial future. Schedule a friendly conversation to feel the difference today. When I’m not helping people achieve their wildest dreams, I love chatting about technology, start-ups, finances, markets, running, spiritual well-being, and many other topics. Gaining and sharing knowledge with friends brings me endless joy.

Eric Liriano is a CFP® with 33 years of industry experience. He is the principal of Liriano Wealth Advisory Group, LLC, where he has worked since 2025. His prior experience includes roles at Primerica Advisors and Guardian Life Insurance Company of America, spanning from 2006 to 2025. Outside of advisory services, he is involved in offering group health insurance brokerage. Liriano Wealth Advisory Group, LLC provides discretionary portfolio management primarily through the AssetMark wrap-fee platform, focusing on mutual funds and ETFs. The firm also offers financial planning and consulting on an hourly basis, utilizing model portfolios and third-party sub-advisers who manage day-to-day investment decisions.

Barbara Duffield is the principal of Duffield Financial Group in Concord, MA, with 47 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 practice since 1981. She maintains an insurance broker’s license but has not sold insurance products in over 15 years. Duffield also serves on the finance committee of her condominium association, providing financial oversight and budget assistance. Duffield Financial Group offers pension consulting, investment consulting, and financial planning primarily to pension and profit-sharing plans, trusts, endowments, and select high-net-worth individuals. The firm emphasizes plan-level institutional clients and employs a fundamental, long-term buy-and-hold investment approach, with non-discretionary agreements and fee structures typically based on fixed or hourly rates.

Ryan Lee Young is a financial advisor at Philosophe Financial in Wayland, MA, holding Series 63 and Series 65 licenses. His professional background details beyond these credentials are not specified. Philosophe Financial offers fee-only financial planning and non-discretionary investment advisory services to individuals and households, focusing on written financial plans, portfolio construction, and asset allocation. The firm utilizes hourly and pre-purchased planning arrangements, maintains a fiduciary standard, and provides tailored advice without discretionary trading authority.

Brenda Wenning is the sole advisor at Wenning Investments, LLC, an independent firm based in Waban, MA. She holds a Series 65 designation and has 22 years of industry experience, including 18 years leading her own firm. Wenning Investments provides portfolio management and investment advisory services to individual and high-net-worth clients, focusing on personalized investment policy statements and risk-tolerant portfolio management. The firm employs a range of analytical methods and manages diversified portfolios with both long-term and short-term strategies.

Joseph Casale is a financial advisor at Sagamore Wealth Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Sagamore Wealth Management since 2011. In addition to his advisory role, Casale manages a wholesale distribution company, Coleman Manufacturing. Sagamore Wealth Management provides discretionary investment management and financial planning services to individual and high-net-worth clients, along with retirement plan advisory for plan sponsors. The firm employs a long-term, fundamental analysis approach using diversified portfolios of ETFs, mutual funds, and other securities, and offers a range of retirement plan consulting services.

Derek Chin is a CFA® charterholder and the sole advisor at Northquant Capital Management, LLC, where he has worked since 2012. He has six years of industry experience in portfolio management. Northquant Capital Management provides discretionary portfolio management services to individuals and high-net-worth clients, focusing on equities and equity derivatives. The firm employs a combination of fundamental, quantitative, and technical analysis and routinely uses leveraged and derivative strategies, including short sales and options trading, for individual accounts.

My clients are young families and professionals in their 30s-40s who have hit a wall when it comes to managing their finances. They have busy personal schedules, growing careers, and recently introduced financial complexity that’s too much to manage. Questions my clients have include: - How do I prioritize multiple financial goals? - I have some cash saved, but what should I do with it? - I don't understand my taxes, is there more I should be doing? - Should I be saving for my children’s education? - Will I be able to retire on time, and live comfortably once I get there? - I’m self-employed, how should I be planning for my future? - How should I handle my equity compensation? - Do I have enough insurance to protect my loved ones? - How does having a baby impact my financial situation?

Trevor Gailun is a CFP® with six years of industry experience, currently serving as the sole advisor at Thrive Investments, LLC in Wellesley, MA. His prior experience includes roles at Wellesley Investment Partners from 2014 to 2020. Thrive Investments primarily serves high-net-worth individuals and charitable organizations, managing approximately $10.8 million across a small number of client relationships. The firm employs a quantitative, ETF-centric investment approach with discretionary portfolio management and offers a customizable online financial planning portal that integrates account aggregation and document storage.

Chad Onufrechuk is a financial advisor at Cascade Wealth LLC with five years of industry experience. He holds the Series 65 designation and previously worked at Adviser Investments LLC for 20 years. Cascade Wealth LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates, acting as a fiduciary for retirement accounts including ERISA and IRAs. The firm uses a primarily long-term investment approach with diversified portfolios consisting of exchange-traded funds, mutual funds, individual equities, and fixed income, incorporating both fundamental and technical analysis.

Anupama Rames is a financial advisor at Sustainable Investment Partners LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Boston Trust Walden, BNP Paribas Asset Management, and Liberty Mutual Investments. Sustainable Investment Partners LLC is a fee-only registered investment adviser serving high-net-worth individuals, pension and profit-sharing plans, endowments, foundations, non-profits, and small businesses. The firm emphasizes fundamental analysis and impact-driven portfolios, combining passive and active strategies, and offers both consultative and discretionary management services.