Deborah Levenson is a CFP® professional with 18 years of experience in financial planning and investment management. She has worked at Levenson Wealth LLC since 2017 and previously spent 13 years at Braver Wealth Management LLC. In 2017, she also took time to provide caregiving for her parents. Levenson Wealth LLC is a fee-only Massachusetts-registered investment adviser serving individuals, couples, families, and personal trusts. The firm combines comprehensive financial planning with discretionary investment management, focusing on globally diversified, low-cost mutual funds and ETFs, and maintains a small, high-net-worth client base.

Mark Mcgraw is a financial advisor at Yankee Advisers, LLC, holding a Series 65 designation with 12 years of industry experience. He has been with Yankee Advisers since 1995. Yankee Advisers provides discretionary investment management to pooled limited partnership funds for accredited and qualified investors, employing a multi-manager, fund-of-funds approach that allocates to external sub-managers across various hedged strategies. The firm combines portfolio management, manager due diligence, and quantitative risk analysis in its investment process.

Leo Freeman is a Series 65-licensed advisor at Obran Capital Advisors LLC with five years of industry experience. He is the founder, CEO, and co-owner of Chosen Family Office, a platform for integrated financial care teams, and also provides consulting services through his firm, Leo Freeman LLC d.b.a. Capital J Consulting, focusing on social justice organizations and wealth alignment with ancestry and social movements. Freeman holds a director role at Obran Group Capital Holdings LLC. Obran Capital Advisors LLC is a fee-only registered investment adviser serving individuals, businesses, trusts, and charitable organizations. The firm employs a blended investment approach combining asset allocation and Modern Portfolio Theory with passive and active strategies, incorporating tax, estate, and cash-flow considerations, and offers values-based investing options including Social Movement Investing.

Hi! I’m Brad. I’m originally from Massachusetts and after a short stint in Washington, D.C. and an extended stay in California, I’ve come full circle back to the Bay State. I’m a competitive sprint triathlete, avid boater, music enthusiast, financial planner, and entrepreneur. As a Founding Partner of Launch Financial Planning, I’m committed to deeply understanding clients’ goals, and I lead the process of researching, planning, and implementing to achieve them. I’m also a frequent guest speaker for Fortune 500 companies and often serve as a financial expert for Boston’s ABC affiliate WCVB-TV, and Mix 104-1's New England Lifestyles show. While growing up I was always interested in music and finance (which I recognize now is an interesting combination). I took the radio route to California for two decades, enjoying entertaining and educating listeners and providing an escape from daily life. After successful roles as a television host and on-air personality with ABC, NBC, and CBS Radio, in 2007 I began my transition to financial planning. With the vivid memory of my parents’ differing ideas around money and their limited knowledge about goal-based financial management, I wanted to understand the finance world better and become self-sufficient with my own finances. As television and radio continued to change and feel less fulfilling, I went back to school and completed the Personal Financial Planning curriculum at UCLA and passed the CFP® exam in 2010. Now, instead of helping people escape their lives, I partner to guide people in fully enjoying their lives – their way. My experience and approach enable me to easily connect and build authentic relationships with clients to collaboratively determine and facilitate their path to financial independence. I’m a Past President of the Financial Planning Association of New England and a member of the Television Academy. I enjoy spending quality time in, on, or near the water as much as possible.

Elaine Morgillo is a CFP® with 28 years of industry experience, currently serving at Flying Point Financial, Inc. since 2020. Prior to this, she led Morgillo Financial Management, Inc. for 22 years. Outside of her advisory role, she manages operations and serves as an executive board liaison for a condominium owners' association in York Beach, ME. Flying Point Financial is a privately owned registered investment adviser with three advisors managing approximately $206.7 million for about 191 clients. The firm provides financial planning and wealth management services using fundamental analysis and primarily discretionary management across various asset classes, including equities, fixed income, mutual funds, and ETFs.

Katherine Kiezulas is a financial advisor at Sechrest Financial Services with one year of industry experience. She holds a Series 65 credential and has a background that includes 12 years at Coatings2Go and over two decades associated with Sechrest & Bloom LLC and Sechrest Financial Services, LLC. Sechrest Financial Services provides fee-only wealth management and comprehensive financial planning to individuals, businesses, trusts, estates, and employer retirement plans. The firm emphasizes customized investment strategies primarily using no-load mutual funds and ETFs, operates largely on a non-discretionary basis, and is co-located with a CPA/accounting practice that offers tax and bookkeeping services integrated with financial planning.

Jon Osbon is a Series 65-credentialed advisor with 13 years of industry experience. He is the founder of Osbon Capital Management, LLC, where he has worked since 2012, and has also been associated with Unifimoney RIA QOZB, LLC since 2023. Osbon Capital serves high-net-worth individuals and manages several private funds and pooled investment vehicles. The firm employs individualized, asset-allocation portfolios primarily using indexed ETFs, along with specialized quantitative strategies, and offers performance-based fee arrangements to qualified clients.

Amy Mastromonaco is a financial advisor at Flying Point Financial, Inc. in North Andover, MA, with 23 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Flying Point Financial in 2020, she spent 22 years at Morgillo Financial Management, Inc. Flying Point Financial is a privately owned registered investment adviser with three advisors managing approximately $206.7 million for a diverse client base that includes individuals, high-net-worth households, retirement plans, trusts, estates, and corporations. The firm offers financial planning and wealth management services, designing tailored portfolios using fundamental analysis and managing assets primarily on a discretionary basis across equities, fixed income, mutual funds, and ETFs.

Daniel Kraft is a financial advisor at Cambridge Trustee Advisors Inc with 32 years of industry experience. He has held positions at Cambridge Trustee Advisors since 1992 and Winslow, Evans & Crocker, Inc. since 1994. He holds a Series 63 designation. Cambridge Trustee Advisors provides discretionary investment management services to individuals, trusts, estates, charitable organizations, and occasionally pension or corporate plans. The firm manages approximately $55.7 million, tailoring investment policies to each client and employing a mix of fundamental, technical, cyclical, and charting methods across various strategies. Its attorney ownership and affiliation with a law firm distinguish it, particularly in serving legal clients such as trusts and estates.

Pamela Varriale is a financial advisor at Bounty Management Corporation in Boston, MA, with 21 years of industry experience. She holds a Series 65 designation and has been with Bounty Management Corporation since 1985. Bounty Management Corporation is a small, fee-only investment manager serving individuals, families, trusts, and charitable organizations with separately managed portfolios. The firm focuses on long-term capital growth and preservation through macroeconomic sector analysis and fundamental metrics, tailoring portfolios to client-specific constraints and providing individualized account management.

William Durkin is a financial advisor at Monadnock Capital Partners, LLC in Peterborough, NH, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Santander Securities, LLC, Santander Bank, NA, and MKM Partners. 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 investment approach focusing on business fundamentals and a quantified margin of safety, offering performance-based compensation arrangements for eligible clients alongside asset-based fees.

Kevin Nunes is a financial advisor with Rocky Hill Advisors Inc. in Peabody, MA, holding 23 years of industry experience. He has worked with Rocky Hill Advisors since 2002 and also consults with Navis Group, where he assists in drafting internal procedures and controls. Rocky Hill Advisors provides investment management and expert witness consulting to a range of clients including individuals, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and Native American tribes. The firm employs a customized tactical allocation approach with an emphasis on rebalancing and downside risk management, primarily managing client relationships on a non-discretionary basis.

Thomas Ouellette is the principal of Ouellette Wealth Advisory LLC in Lexington, MA, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Triad Advisors, Inc. and OSAIC. In addition to his advisory role, he is involved in managing a condominium trust and operates in the insurance brokerage sector. Ouellette Wealth Advisory provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a long-term investment process focused on fundamental analysis and manages client assets on a non-discretionary basis using primarily low-cost, diversified mutual funds and ETFs.

Cheryl Costa is a CFP® certificant with 20 years of experience in financial advising. She has been with Woodside Wealth Management since 2015. The firm serves individual clients, including high-net-worth households, and certain businesses, providing comprehensive wealth management through discretionary portfolio management and financial planning. Woodside Wealth Management employs an investment approach based on Modern Portfolio Theory, using diversified no-load mutual funds and ETFs tailored to client objectives and risk tolerance.

Scott Leabman is a financial advisor at Harbor Asset Planning, Inc. in Belmont, MA, holding a Series 65 credential with 18 years of industry experience. He has been with Harbor Asset Planning since 2007. Outside of advising, Mr. Leabman is involved in consulting and bookkeeping for corporations and sole proprietors. Harbor Asset Planning provides fee-only financial planning and discretionary investment management to individuals, retirement plans, trusts, and estates. The firm applies Modern Portfolio Theory and non-proprietary modeling software to develop diversified, low-cost portfolios tailored to clients’ risk tolerance and time horizon.

Helen Jamieson is a CFA® charterholder with seven years of industry experience. She is currently with Radius Capital Advisors, where she has worked since 2026, following prior roles at Commons Capital, LLC, and Radius Capital Management. She also worked in education and spent time as a stay-at-home parent. Radius Capital Advisors provides investment management and financial planning services to individuals, trusts, retirement plans, and other entities. The firm focuses on diversified ETF portfolios, buffered/defined-outcome ETFs, and short-term U.S. Treasury securities, employing strategies that emphasize technical analysis, dynamic allocation, and risk management.

Mark Cunningham is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Epogee Capital Management, LLC in Boston, which he joined in 2024. His prior roles include positions at Port One Investments, Method Advisors, Invenomic Capital Management, Balter Capital Management LLC, and ALPS Alternative Investment Services. Cunningham also serves on a private real estate fund investment committee and acts as a strategic advisor/controller to an industrial supplier. Epogee Capital Management provides portfolio management services primarily to high-net-worth individuals and charitable organizations, offering customized Investment Policy Statements and a range of investment options including mutual funds, equities, fixed income, ETFs, private equity, real estate funds, and options strategies. The firm uses fundamental, quantitative, and technical analysis to tailor three model allocations—conservative, balanced, and aggressive growth—to clients’ goals and risk tolerances, managing mostly non-discretionary accounts for a small client base.

Gregory Clinton is a CFA® charterholder with 28 years of industry experience. He is currently with Kraematon Investment Advisors, Inc., where he has worked since 2002, and has also been associated with Polaris Advisors, LLC since 2018. His prior experience includes 14 years at Donegal Securities, Inc. Kraematon Investment Advisors, Inc. provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis approach with a long-term orientation, incorporating mutual funds, ETFs, and individual equities, and utilizes derivative strategies for hedging and tactical adjustments.

Dennis Wassung Jr. is a financial advisor at Abbot Financial Management, Inc. with 24 years of industry experience. He holds the CFA® designation and Series 63 license. His prior experience includes roles at Huntwicke Securities, LLC, Huntwicke Advisors, LLC, and Cabot Wealth Management. Abbot Financial Management provides discretionary investment management, financial planning, and retirement-plan consulting for individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $359 million in client assets and constructs customized portfolios using a variety of securities, employing both fundamental and technical analysis with a generally long-term investment approach.

Caitlin Appleton is a financial advisor with South Shore Capital Advisors, LLC in Boston, MA. She holds Series 65 and Series 66 designations and has 11 years of industry experience, including eight years at South Shore Capital Advisors. South Shore Capital Advisors serves individuals, high-net-worth clients, trusts, and businesses, managing approximately $273 million across discretionary and non-discretionary accounts. The firm emphasizes fundamental security analysis and globally diversified portfolios, offering integrated financial planning without a separate planning fee and incorporates a formal ESG evaluation process for clients who request it.