Gita Rao is a financial advisor with East Horizon Investments, holding a Series 65 designation and 11 years of industry experience. She has worked at East Horizon Investments since 2016 and previously at Plum Pointe Wealth Management from 2018 to 2023. Rao is also a senior lecturer in finance at the MIT Sloan School, where she has been teaching and advising academically since 2013. East Horizon Investments serves individuals, families, and smaller institutions including nonprofits and trusts, managing approximately $63.5 million in client assets. The firm uses a fundamental, intrinsic-value investment approach with diversified, asset-allocation-driven portfolios, offering discretionary management and occasional subadvisory services.

Traci Johnson is a financial advisor with NorthPointe Financial Advisors LLC, holding Series 63, 65, and 66 licenses and four years of industry experience. She previously worked at Lurie Davis Wealth Management and is a managing partner of 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, employing a combination of passive and active investment strategies tailored to each client.

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.

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.

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.

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.

Scott Leabman is a financial advisor at Harbor Asset Planning, Inc. in Belmont, MA, holding a Series 65 designation with 19 years of industry experience. He has worked at Harbor Asset Planning since 2007. Outside of advising, he is involved in consulting and bookkeeping services 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 employs a diversified investment approach guided by Modern Portfolio Theory, emphasizing low-cost vehicles and regular portfolio rebalancing tailored to client risk tolerance and time horizon.

Gary Coon is a financial advisor at Finer Wealth Management, Inc. in Salem, MA, holding a Series 65 designation with 14 years of industry experience. He has been with Finer Wealth Management since 2011. Finer Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides financial planning, discretionary portfolio management, and integrated wealth management with a focus on tailored risk tolerance and liquidity needs.

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.

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 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.

Caitlin Appleton is a financial advisor at South Shore Capital Advisors, LLC in Boston, MA, holding Series 66 and Series 65 licenses with 11 years of industry experience. Her career includes roles at Credit Suisse Securities (USA) LLC and Pershing LLC. She has been with South Shore Capital Advisors since 2018. 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, globally diversified portfolios, and offers a documented ESG integration process using third-party metrics and a formal client questionnaire.

Jock Payten is a Series 65-licensed financial advisor at Nubian Square Investment Advisors, LLC with five years of industry experience. He previously worked at Eaton Vance for three years and was affiliated with the University of Pennsylvania for two years. Outside of his advisory role, Payten partners with Artus Capital, LLC as an independent sponsor focused on private growth equity investments. Nubian Square Investment Advisors serves individuals, high-net-worth clients, and charitable organizations, providing investment management and financial planning services. The firm employs a mix of in-house and third-party portfolio management strategies, emphasizing a long-term investment approach with options for impact investing and educational offerings.

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.