Jason Clary is a financial advisor at Clary Financial, Inc. with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Clary Financial since 2014, as well as with Clary Investment and Insurance Planning Corp., MML Investors Services, Inc., and Massachusetts Mutual Life Insurance Company. Clary Financial, Inc. is an independent registered investment adviser serving individuals, trusts, retirement plans, and corporations. The firm manages approximately $92.9 million in assets for 439 clients, focusing on retirement and financial planning and discretionary portfolio management using a long-term, fundamental-analysis approach with primarily no-load mutual funds and ETFs.

Joseph Sylvia Jr. is a Series 65-registered advisor with Statera Financial, LLC, bringing two years of industry experience. He has held roles at Solid Rock Financial, Legacy Benefit Advisors, and Charter Financial Group since 2016. In addition to advisory work, he is licensed as an insurance agent involved in the sale of various insurance products. Statera Financial, LLC provides investment advisory and financial planning services tailored to individual clients’ objectives, time horizons, and risk tolerance. The firm offers portfolio management, risk assessment, and estate-planning coordination, emphasizing long-term purchasing power and addressing specific risks such as those related to cryptocurrency investing.

Charles Von Stackelberg is a financial advisor at Radius Wealth Management, Inc. based in Boston, MA. He holds the ChFC® designation and a Series 65 license, with 10 years of industry experience. He has been with Radius Wealth Management since 2014. Radius Wealth Management is an SEC-registered firm serving individuals, high-net-worth clients, foundations, endowments, and charitable organizations. The firm combines fundamental research with quantitative and technical tools to create customized portfolios and offers both discretionary and non-discretionary investment management alongside comprehensive financial planning and consulting.

Samuel Levenson is a Series 65-licensed financial advisor at Levenson Wealth LLC with one year of industry experience. Prior to his current role, he worked at Bain & Company for five years and spent four years in full-time education at a yeshiva. Levenson Wealth LLC is a fee-only, Massachusetts-registered investment adviser serving individuals, couples, families, and personal trusts. The firm integrates comprehensive financial planning into ongoing advisory engagements and employs a globally diversified, low-cost investment approach focused on tax efficiency and periodic rebalancing.

Jake Gigliotti is a financial advisor with M3 Advisory Group, LLC, holding a Series 66 license and one year of industry experience. Prior to joining M3 Advisory Group, he worked at MassMutual Life Insurance Co and MML Investors Services, LLC. Outside of advising, he has experience working in the restaurant and bar industry. M3 Advisory Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a risk-controlled, disciplined diversification approach combining active equity strategies and passive ETFs, supported by technology tools like Riskalyze and Morningstar to align portfolios with client risk profiles.

Jonathan Loer is a CFP® with 22 years of industry experience, currently serving as an advisor at Renaissance Wealth Advisors, LLC since 2019. His previous roles include positions at Fieldstone Financial Management Group, Concert Wealth Management, and Fidelity. Renaissance Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages around $110 million across approximately 93 client relationships, using a combination of fundamental, technical, and cyclical analysis along with AI-supported research to customize portfolios that incorporate ETFs, mutual funds, stocks, and bonds. It has a notable focus on cross-border family planning for a significant non-U.S. client base.

Tianjiao Skeffington is a financial advisor at RheeCo, Inc. with a Series 65 designation and one year of industry experience. She has been with Rheeco, Inc. since 2025 and has prior work history at Rhee & Company dating back to 2020. Rheeco provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes a long-term, low-turnover investment approach using ETFs, mutual funds, equities, and fixed-income securities, and offers related tax, accounting, and insurance services through affiliated businesses under separate engagements.

Tammy Kaiser is a financial advisor at NorthPointe Financial Advisors LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Lurie Davis Wealth Management and St Xavier University. Outside of her advisory role, she is a partner in Hometown Rental Solutions LLC. NorthPointe Financial Advisors LLC is a fee-only firm serving individual clients, including high-net-worth individuals, with financial planning, investment management, and educational seminars. The firm employs both passive and active strategies and offers project-based and ongoing planning engagements.

Caroline Gaffney is a CFP® and CFA® with 17 years of industry experience. She has been with Atwater Wealth Management, Inc. since 2014. Gaffney holds a Series 66 license and is based in Boston, MA. Atwater Wealth Management is a fee-only, SEC-registered advisory firm serving primarily individual and high-net-worth clients. The firm offers discretionary portfolio management and a range of financial planning services, using tailored investment strategies reviewed quarterly and managing assets on a discretionary basis through LPL Financial.

Ryan Carragher is a financial advisor with The Clifford Group LLC in Wayland, MA. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he served in the United States Army for several years. The Clifford Group provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm’s investment approach emphasizes long-term fundamental analysis supplemented by third-party artificial intelligence tools, with human oversight maintaining all recommendations and trades.

Mackenzie Liman is a Series 65 registered advisor at Nubian Square Investment Advisors, LLC with one year of industry experience. Prior to joining Nubian Square, Liman has held roles at Chinook Fund and Transformative Alliances. They also work as a consultant, facilitator, and coach for nonprofits focused on fundraising and community-building. Nubian Square Investment Advisors serves individuals, high-net-worth clients, and charitable organizations with investment management and financial planning. The firm combines in-house portfolio construction with third-party models and features a formal impact investing due-diligence practice alongside educational resources.

Brian Maxfield is a CFP® with 27 years of industry experience, currently serving at Richardson Financial Services. He has worked at Richardson Financial Services since 2004 and at J.W. Cole Financial, Inc. since 2020. Outside of his advisory role, Maxfield coaches pickleball. Richardson Financial Services is a fee-based registered investment adviser serving individual and high-net-worth clients, managing approximately $213 million in assets. The firm provides comprehensive financial planning and portfolio management through third-party managers on platforms like AssetMark and Envestnet.

Rishi Tadi is a financial advisor at Prakash Investment Advisors LLC with a Series 65 designation and no prior industry experience. Before joining the firm in 2026, he worked at State Street Bank and Trust from 2017 to 2026. Prakash Investment Advisors LLC provides discretionary investment management and financial consulting primarily to individual and high-net-worth clients, as well as trusts and retirement accounts. The firm constructs customized portfolios and employs fundamental analysis tailored to client goals, using a range of securities including equities, bonds, and derivative strategies.

Sid Chaudhry is a financial advisor at Thurston Hall Investment Research, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Familywealth Asset Management and Fidelity Investments. Thurston Hall Investment Research provides discretionary portfolio management primarily to individual clients, including many high-net-worth households. The firm employs a fundamentally driven, conservative investment approach with limited trading and diversification, and it uses derivatives and margin strategies subject to suitability and client authorization.

Chris Chen is a fiduciary wealth strategist who helps people navigate major financial transitions such as retirement, divorce, and expatriation. He combines practical strategy with calm, steady guidance to help clients make sound financial decisions during times of change. Chris believes a strong life and financial plan makes every other decision simpler. He collaborates with clients and their legal and tax advisers to create cost-effective, tax-aware strategies that protect and grow wealth over time. Before his career as a financial planner, Chris spent years in international business management across the U.S., Europe, and the Asia-Pacific region. He earned a bachelor’s degree in economics, an MBA in finance, and completed Boston University’s Financial Planning Program. Chris is a CERTIFIED FINANCIAL PLANNER® professional, Certified Divorce Financial Analyst™, and Registered Life Planner®. He is also a trained mediator and financial neutral. Chris earned the Baccalauréeat in France. He speaks French fluently. Chris is a member of the National Association of Personal Financial Planners and the Massachusetts Council on Family Mediation. He serves on the board of the Massachusetts Council on Family Mediation and chairs its Investment Committee. Chris’s insights have appeared in The Boston Globe, The New York Times, Forbes, CNBC, The Wall Street Journal, MarketWatch, Business Insider, Investment News, and Bloomberg. Chris earned the Baccalaureat in France, and he speaks French fluently.

David Corman is a financial advisor at Generations Retirement Group, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes two years at AE Wealth Management, LLC before returning to Generations Retirement Group, where he has been involved since 2011, including insurance sales and services. Generations Retirement Group provides investment advisory and managed-account services to individual and high-net-worth clients, using a goal- and risk-driven approach with tailored asset allocation strategies. The firm supports discretionary and non-discretionary management and employs methods such as asset allocation, dollar-cost averaging, and technical analysis.

Charles Brown IV is a financial advisor at Marathon Financial Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NewEdge Advisors, Mass Mutual Investors Services, Baystate Financial, and Metlife Securities. Marathon Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning, consulting, and discretionary wealth management. The firm employs a goals-based, planning-driven investment approach that emphasizes tax-conscious, actively managed equity portfolios combining ETFs and direct stock holdings selected through fundamental research and top-down sector analysis.

Dimitrios Georgakopoulos is a financial advisor at Nightingale Wealth Solutions with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Packerland Brokerage Services and as a self-employed advisor. Outside of his advisory work, he serves as Stewardship Chair for the Greek Orthodox Church of Weston and is Treasurer and a board member of Weston Youth Soccer. Nightingale Wealth Solutions provides investment and advisory services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm employs a combination of fundamental, technical, cyclical, and economic analysis to manage portfolios and offers discretionary portfolio management, comprehensive financial planning, and pension consulting with ERISA Section 3(38) investment manager capabilities.

Sarah Wells is a CFP® and holds a Series 66 license with 13 years of industry experience. She is a principal at TSW Wealth Management, where she has worked since 2011, and previously worked at Purshe Kaplan Sterling Investments. TSW Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and financial planning. The firm employs a long-term, asset-allocation driven approach using low-cost mutual funds and ETFs, integrating third-party tools and sub-advisers to tailor portfolios to client goals and risk tolerance.

William Yandow is a financial advisor at Monadnock Capital Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at O'neil Securities, Incorporated and William O'neil + Company since 2015 and 2016, respectively. Monadnock Capital Partners provides fee-based portfolio management and occasional pension consulting to individuals, high-net-worth clients, businesses, and institutional clients. The firm employs a fundamental, disciplined, and selective investment approach, managing a small client roster with discretionary authority and ongoing senior team oversight.