Matthew Costa is a CFP® with 10 years of industry experience and has been with Woodside Wealth Management since 2015. He holds a Series 65 license and is based in Sudbury, MA. Woodside Wealth Management is a fee-only registered investment adviser serving individual clients, including high-net-worth households, and certain businesses. The firm employs a Modern Portfolio Theory approach, primarily utilizing diversified no-load mutual funds and ETFs, and manages accounts mostly on a discretionary basis with quarterly reviews.

Jason Andrade is a CFP® professional with one year of experience at Nubian Square Investment Advisors, following seven years at Compass Working Capital and three years at EDIC. He is the Founder and Director of ClearPatch Wealth Advisors Inc., which provides financial education and small business services. Andrade also serves as Director of Research and Membership Engagement for Partnership for Financial Equity, focusing on addressing racial wealth gaps in Massachusetts. Nubian Square Investment Advisors serves individuals, high-net-worth clients, and charitable organizations with investment management and financial planning. The firm employs a comprehensive approach including discretionary portfolio management, impact investment research, and educational offerings, supported by both in-house and third-party portfolio strategies.

Michelle Wells is a CFA® charterholder with 27 years of industry experience. She has been with The Darrow Company since 1997. Darrow Wealth Management provides discretionary investment management, financial modeling, and consulting services to individuals, trusts, and retirement plans. The firm uses proprietary global asset allocation models and primarily invests through low-cost ETFs and select mutual funds, tailoring portfolios to clients’ risk profiles and objectives.

Ethan Brown is a financial advisor at iQvestment, LLC with a Series 65 designation and 14 years of industry experience. He previously worked at Copeland Capital Management for seven years before joining iQvestment in 2019. Brown also provides support services to FusionIQ LLC, a FinTech firm offering back and middle office solutions to financial companies. iQvestment offers discretionary investment management and advisory services through model portfolios to independent advisory firms, institutional clients, and individual investors. The firm operates an internet-only platform featuring risk-based portfolio allocation, quarterly rebalancing, and multiple wrap fee programs.

Michael Gore is a financial advisor with Polaris Investment Advisors, LLC, holding a PFS™ designation and Series 63 and 66 licenses, with 26 years of industry experience. He has previously worked at Cetera Advisor Networks LLC and Polaris Advisors, LLC, and is also a CPA partner at Whitney & Gore Financial Services. Additionally, he operates as an independent insurance agent specializing in fixed annuities. Polaris Investment Advisors is an SEC-registered firm serving individual and high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning, focusing on customized, primarily long-term portfolios using low-cost mutual funds and ETFs, supplemented as needed by individual stocks or independent managers.

Gregory Rogers is a CFP® with 16 years of industry experience and has been with Cannon Beach Financial Advisors since 2009. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a passive investor in a private retail company based in Cambridge, MA. Cannon Beach Financial Advisors provides investment management, financial planning, and consulting services to individuals, high net worth clients, and small businesses. The firm employs a dual-strategy approach combining mutual funds, ETFs, and liquid alternatives with active sector strategies and individual security management.

Heydon Traub is a CFA® charterholder with 20 years of industry experience. He has been with Traub Capital Management since 2003. Traub Capital Management provides portfolio management and financial planning services to individuals, families, corporate retirement and profit-sharing plans, and trusts. The firm employs a value-oriented, quantitatively based investment process with a long-term, low-turnover approach and pays particular attention to closed-end fund premiums and discounts while routinely using option strategies for managing concentrated client holdings.

Anna Finklestein is a financial advisor at Obran Capital Advisors LLC in Boston, MA, with two years of industry experience. She holds a Series 65 designation and previously worked at Reynders, McVeigh Capital Management and ActBlue. Obran Capital Advisors LLC is a fee-only registered investment adviser serving individuals, businesses, trusts, and charitable organizations. The firm combines asset allocation and Modern Portfolio Theory with passive and active strategies, incorporating tax, estate, and cash-flow considerations, and offers specialized services such as Social Movement Investing and coordinated philanthropic planning.

Alyx Cox is a CFP® professional with 15 years of industry experience, currently affiliated with Kaizerman & Associates, LLC in Natick, MA. Her prior roles include positions at OSAIC, Kovitz Securities, Kovitz Investment Group Partners, Northwestern Mutual Investment Services, and Thomas Canale. In addition to financial advising, Cox is an Enrolled Agent with the IRS and provides tax preparation services. Kaizerman & Associates, LLC serves individual and high-net-worth clients, trusts, charitable organizations, and small businesses with non-discretionary portfolio management and comprehensive financial planning. The firm emphasizes client approval of trades, incorporates fundamental, technical, and asset-allocation analysis, and offers additional services such as tax preparation support and a maintained Beneficiary Directory.

Nancy Von Stackelberg is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Radius Wealth Management, Inc. in Boston, MA. She has been with Radius Wealth Management since 2014. Radius Wealth Management is an SEC-registered firm that provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, foundations, endowments, and charitable organizations. The firm uses a combination of fundamental research, quantitative and technical screening, and client interviews to create long-term portfolios with tactical flexibility.

Howard Holmes is a CFA® charterholder and the president of Holmes Investment Management, Inc., with 26 years of industry experience. He has led Holmes Investment Management since 2002. Outside of his advisory role, he teaches investments, finance, and economics at various universities in the Boston area. Holmes Investment Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and other business entities. The firm employs a combination of mutual fund, fundamental, and technical analysis along with long-term, short-term, and trading strategies, and uses leverage and derivatives within separately managed accounts for approved clients.

John Jeffries is a financial advisor with M3 Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with M3 Advisory Group since 2011 and serves as a trustee for the Pratt Family Trust. Additionally, he is a member of the board of directors for Mobieus Systems and is a selectman for the Town of Dover. 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’s investment approach focuses on risk control and disciplined diversification, combining active equity strategies with passive ETFs, and incorporates Independent Managers as part of its offerings.

Paula Chauncey is a CFA® charterholder with 23 years of experience in the financial advisory industry. She has been with Etre LLC (formerly Redwood Group LLC) since 1999, serving as the firm's sole advisor. Based in Boston, MA, she leads the firm's financial planning and investment management services. Etre LLC provides fee-only financial planning and discretionary investment management to individuals, families, and trusts. The firm emphasizes a documented Investment Policy Statement with a strategic, diversified, and long-term approach, combining passive and active strategies tailored to client goals.

Jarrod Sherman is a financial advisor at Strategic Planning Group, Inc. in Wellesley, MA, with 28 years of industry experience. He has been with Strategic Planning Group since 2000 and holds the Series 63 and Series 65 designations. Strategic Planning Group provides investment advisory and financial planning services to individual clients, including high-net-worth households. The firm employs a rules-based investment framework focused on targeted debt-to-equity profiles and regular fund performance reviews, managing portfolios mainly with mutual funds and ETFs.

Adam Bortolussi is a financial advisor with Bortolussi Wealth Management, Inc. and holds a Series 66 credential. He has 20 years of industry experience, including prior roles at Merrill, UBS Financial Services, and Columbia Management Investment Advisers. Outside of advising, he serves as president of the 200 Foundation and is a director at Fitts Insurance Agency. Bortolussi Wealth Management serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, providing investment management and financial planning. The firm employs a long-term, fundamental analysis approach, constructing diversified portfolios with ETFs, stocks, bonds, and mutual funds, while integrating fiduciary oversight with outsourced platforms.

Jennifer Morrell is a CFP® professional at Wakely Investment Management with 10 years of industry experience. She previously worked at Nevils Financial, LLC for 12 years before joining J Wakely Advisors, LLC. Wakely Investment Management provides ongoing portfolio management and financial planning advice to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses a tailored, goal-based process and a combination of fundamental, technical, and cyclical investment analysis to manage approximately $83 million in client assets.

David Moses is a CFP® professional with 10 years of industry experience, currently affiliated with Statera Financial, LLC in Walpole, MA. He has worked at several financial firms, including Norfolk Community Credit Union and The O.N. Equity Sales Company. Outside of his advisory work, he serves on the finance and audit committees of the Massachusetts Hockey Association and is a member of the Finance Committee for the Town of Franklin, MA, as well as a board member of Norfolk Community Credit Union. Statera Financial, LLC provides investment advisory and financial planning services tailored to individual clients, with an emphasis on portfolio management, risk assessment, and estate-planning coordination. The firm employs asset-allocation frameworks and periodic reviews based on market or life-event changes, focusing on maintaining clients’ purchasing power over the long term.

Michael Cappadona is a CFP® at Seven Mile Advisory LLC with one year of industry experience. His prior roles include positions at Montis Financial, First Citizens Wealth, SVB Private Wealth, and Boston Private Wealth. Seven Mile Advisory provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients. The firm emphasizes a concentrated client base and uses a blend of passive and active strategies, including third-party managers and customized portfolios with margin or borrowing options for authorized clients.

Michael Kautz is a financial advisor at Righthand Capital, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Financial Advisors Corporation and Righthand International, LLC. Outside of his advisory role, he serves as a board member of the nonprofit Hera, Inc. and provides leadership coaching and professional development consulting at Righthand International, LLC. Righthand Capital serves individuals, families, trusts, businesses, charities, and qualified retirement plans, offering portfolio management, financial planning, and pension consulting. The firm employs a strategic, diversified investment approach using a proprietary methodology and provides specialized qualified-plan services alongside customizable client solutions.

David Rhee is a CFP® with 22 years of industry experience and is currently a principal at RheeCo, Inc. He has worked at SWS Financial Services since 2007 and operates a tax preparation and planning business. Outside of his advisory roles, he serves as treasurer and board director for both Hope for Children of Haiti and the Rotary Club of Natick. RheeCo, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages tax-aware, diversified portfolios with a long-term focus and offers retirement advice, as well as tax and accounting services through an affiliated accounting practice.