Traci Johnson is a financial advisor at NorthPointe Financial Advisors LLC with four years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked previously at Lurie Davis Wealth Management. Outside of her advisory role, she is a partner in Hometown Rental Solutions LLC, a rental property business. NorthPointe Financial Advisors LLC provides fee-only financial planning, investment management, and educational seminars to individual clients, including high-net-worth individuals. The firm uses a combination of passive and active investment strategies and offers both project-based and ongoing planning services.

Deborah Levenson is a CFP® professional with 19 years of industry experience. She has worked at Levenson Wealth LLC since 2017 and previously spent 13 years at Braver Wealth Management LLC. She also took a year in 2017 to provide caregiving for her parents. Levenson Wealth LLC serves individuals, high-net-worth clients, and personal trusts, offering integrated wealth planning and discretionary portfolio management. The firm employs a fee-only, fiduciary approach using globally diversified, low-cost passive investments while focusing on tax-sensitive strategies and comprehensive financial planning.

Agnes Olshansky is a CFA® charterholder with six years of industry experience. She is part of the team at Traub Capital Management in Needham, MA. Her prior experience includes roles at Acadian Asset Management and the Eliassen Group, as well as periods of self-employment. 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 combined with fundamental analysis, and it emphasizes the use of closed-end fund premiums and discounts as well as option strategies to manage concentrated client holdings.

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.

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.

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 Newton, MA, holding Series 63 and Series 65 credentials with 27 years of industry experience. His prior work includes roles at Santander Bank, NA; Santander Securities, LLC; and MKM Partners. Monadnock Capital Partners provides fee-based portfolio management to individual, high-net-worth, business, and institutional clients, using a fundamental and disciplined investment approach focused on long-term holdings and risk management. The firm offers performance-based compensation to eligible investors and emphasizes selective client acceptance.

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.

Douglas Moon is a CFA® charterholder with 25 years of industry experience. He has worked at O.F.O. Partners, LLC since 2018 and previously spent 11 years at J.P. Morgan Securities Inc. He serves as a volunteer member of the investment committee for the South Shore Chamber of Commerce, a nonprofit organization focused on regional business development. O.F.O. Partners provides investment advisory services to individuals, high-net-worth clients, families, trusts, charitable organizations, corporations, and estates. The firm employs a long-term, fundamental analysis-based approach with customized portfolios that may include mutual funds, ETFs, individual bonds, and derivative instruments, offering individualized oversight through a small, concentrated client roster.

Mark Cunningham is a financial advisor with Epogee Capital Management, LLC, holding a Series 65 credential and two years of industry experience. He has worked at several firms, including Port One Investments, Method Advisors, and Balter Capital Management. Epogee Capital Management provides portfolio management primarily to high-net-worth individuals and charitable organizations, using fundamental, quantitative, and technical analysis. The firm offers customized investment policy statements and manages assets mostly on a non-discretionary basis, focusing on a small client roster with tailored model allocations.

Gregory Clinton is a CFA® charterholder with 29 years of industry experience. He has worked at Kraematon Investment Advisors, Inc. since 2002, with prior roles at Donegal Securities, Inc. and Polaris Advisors, LLC. Kraematon Investment Advisors, Inc. provides discretionary investment management and comprehensive wealth planning for individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach is based on fundamental analysis with a long-term orientation, utilizing mutual funds, ETFs, individual equities, and occasionally options and derivatives for hedging or strategic purposes.

Sean Walsh is a financial advisor with Scarsdale Investment Group, Ltd. He holds Series 63 and Series 65 designations and has 34 years of industry experience. His prior work includes a long tenure at Fidelity Investments from 1993 to 2021 and more recent roles at Purkiss Capital Advisors, LLC and Scarsdale Investment Group. Scarsdale Investment Group provides fee-only, non-discretionary investment advice and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm focuses on fixed-income securities and brokered certificates of deposit, emphasizing long-term purchases, bond ladder construction, and requiring client approval for each trade.

Caitlin Appleton is a financial advisor at South Shore Capital Advisors, LLC in Boston, MA, holding Series 65 and Series 66 licenses with 11 years of industry experience. Her career includes roles at Credit Suisse Securities and Pershing LLC before joining South Shore Capital Advisors in 2018. South Shore Capital Advisors serves individuals, high-net-worth clients, trusts, and businesses, managing approximately $273 million across about 96 clients. The firm employs a fundamental security analysis approach with globally diversified portfolios, integrates ESG considerations through a structured questionnaire and third-party assessments, and generally follows a buy-and-hold investment strategy.

Jock Payten is a financial advisor at Nubian Square Investment Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Eaton Vance and the University of Pennsylvania. Outside of his advisory role, he partners with Artus Capital, LLC as an independent sponsor focusing on private growth equity investments. Nubian Square Investment Advisors provides investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, impact investment research, and educational seminars, employing a range of investment strategies supported by both in-house and third-party platforms.

Philip Sher is a CFP® professional with 28 years of industry experience. He has worked with LPL Financial since 1998 and has led The Sher Wealth Management Group since 2014 in Needham, MA. Sher holds Series 63 and Series 65 licenses. The Sher Wealth Management Group primarily serves individual retail clients, including high-net-worth individuals, IRAs, trusts, estates, and corporate entities. The firm offers comprehensive, fee-based wealth management and portfolio management services, employing a mix of fundamental, valuation, and technical analysis across various asset classes with discretionary account management and periodic reviews.

Elizabeth Darling is a financial advisor at Levatus LLC in Boston, MA, holding a Series 65 designation with eight years of industry experience. She has been with Levatus since 2017 and worked as a homemaker prior to her advisory career. Levatus LLC serves individuals, high net worth clients, trusts, and estates, providing wealth advisory and investment management services with a focus on fundamental analysis and long-term portfolio construction. The firm employs a structured risk-tolerance assessment and integrates tax and estate considerations into its investment strategies, managing approximately $152 million for a select group of clients.

Sandra Geller is a CFP® with 11 years of industry experience. She is currently with The Family Financial Group and previously worked at Geller & Lehmann LLC for 22 years. The Family Financial Group provides comprehensive financial planning, investment advisement, tax preparation, estate and trust planning, and small-business services for high-net-worth individuals, families, trusts, and small family businesses. The firm also advises other registered investment advisers and institutional clients, serving as a non-discretionary adviser and coordinator for clients’ advisory teams.

Donald Gustafson is a financial advisor at DJG Financial Services, Inc. with 18 years of industry experience. He holds the PFS™ designation and Series 65 license. Gustafson has worked at DJG Financial Services since 2003 and also maintains a longstanding role at D.J. Gustafson & Co, CPA PC since 1986. DJG Financial Services provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a long-term, strategic asset allocation approach with a buy-and-hold orientation, utilizing fundamental and technical analysis supported by third-party tools and offers a performance-based fee option through the Dunham asset allocation program.

Brian O'Connor is a financial advisor at Sterling Oak Advisors in Boston, MA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Sterling Oak Advisors since 2009. O'Connor is also a partner and equity analyst at Sterling Oak Asset Management, a small investment management company specializing in equity portfolio management. Sterling Oak Advisors serves primarily high-net-worth individuals and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm focuses on concentrated portfolios of dividend-paying and dividend-growing blue-chip equities and low-cost ETFs, using a long-term investment approach informed by various analytical methods.