Peichi Lo is a financial advisor at RheeCo, Inc. with a Series 65 designation and three years of industry experience. She also provides bookkeeping, tax, and accounting services as a staff accountant at RHEE+COMPANY. RheeCo, Inc. offers discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm typically constructs diversified, tax-aware portfolios using ETFs, mutual funds, individual equities, and fixed-income securities, managing accounts on a discretionary basis with customized asset allocation and periodic rebalancing.

Samuel Webster is a financial advisor at Signal Ridge Capital Partners, LLC, with 16 years of industry experience. He has been with Signal Ridge since 2013 and holds a Series 66 designation. Signal Ridge Capital Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, business entities, and qualified plans. The firm employs a proprietary, strategic asset-allocation methodology and offers customizable model portfolios that utilize a wide range of investment instruments, with ongoing monitoring and rebalancing.

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.

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.

Raymond Childs is a CFA® charterholder with 16 years of industry experience. He is currently with DJG Financial Services, Inc., where he has worked since 2021. His prior roles include positions at Shorepoint Capital Partners LLC and Able Capital Management, LLC. DJG Financial Services provides personalized financial planning and discretionary investment management to individuals, pension plans, trusts, 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 and offering a performance-based fee option for qualified clients.

Bradford Cadigan is a CFA® charterholder with nine years of industry experience. He is currently with Diversified Financial Management Associates, Inc., where he has worked since 2025. Prior to this, he was with Columbia Threadneedle Investments for eight years and Eaton Vance Management for one year. Diversified Financial Management is an independent, fee-only SEC-registered adviser serving individuals, trusts, businesses, and retirement plans. The firm offers customized portfolio management and financial planning with a tax-aware approach, incorporating both quantitative and fundamental analysis.

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.

Patrick Daly is a Series 65-registered advisor with Cambridge Trustee Advisors Inc in Cambridge, MA, bringing 32 years of industry experience. The firm provides discretionary investment management to individuals, trusts, estates, charitable organizations, and occasionally pension or corporate plans. Cambridge Trustee Advisors manages approximately $55.7 million and constructs portfolios primarily composed of equities, fixed income, and other securities, often engaging sub-advisors when appropriate. The firm's attorney ownership and affiliation with a law firm distinguish it by combining legal and investment advisory services, particularly for trusts and estates.

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.

Iwona Cholewa is a CFA® charterholder with 25 years of industry experience. She is currently a financial advisor at PowerHouse Assets LLC and has held prior roles at Dimensional Fund Advisors LP and Hemington Wealth Management. Outside of her advisory work, she is involved in adventure travel. PowerHouse Assets LLC provides ongoing portfolio management primarily to individual and high-net-worth clients, focusing on broadly diversified portfolios constructed with low-cost, tax-efficient mutual funds and ETFs. The firm emphasizes global asset-class allocation and long-term risk/return tradeoffs, managing discretionary accounts with a high concentration of assets per advisor.

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.

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.

Brendan O’Rourke is a CFP® professional with nine years of industry experience, currently serving at Greenway Financial Advisors LLC since 2021. His prior roles include positions at Monograph Wealth Advisors, LLC and Aurora Financial Advisors, LLC. Greenway Financial Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management and financial planning services. The firm emphasizes asset-allocation driven strategies focused on diversification, cost and tax efficiency, and tailors portfolios based on clients’ time horizons and human capital.