Joseph Williams is a financial advisor at Williams Wealth Management in Hopkinton, MA, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to founding his independent firm, he worked at Northwestern Mutual Wealth Management Company, Investment Services LLC, and Life Insurance Company from 2019 to 2020, and spent eight years at Staples Inc. Williams Wealth Management provides discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes a long-term, ETF-centric approach, incorporating low-cost ETFs, fundamental analysis, technical indicators, and disciplined use of options for downside protection and risk management.

William Spring is a financial advisor at Spencer Brook Asset Management, LLC with 22 years of industry experience. He has been with Spencer Brook Asset Management since 2002. Spring holds a Series 65 designation. Spencer Brook Asset Management provides discretionary investment management and financial planning primarily to high-net-worth individuals and trusts. The firm employs a bottoms-up value investing approach focused on long-term capital appreciation with an equity-income orientation, managing concentrated portfolios tailored to each client’s objectives.

Justin Green is a CFP® professional with eight years of industry experience, currently operating as the sole advisor at Assist FP in Berlin, MA. He has worked at Four Ponds Financial Planning LLC and GTM Sportswear, and he also owns Be a Wealthy Coach LLC, a separate business offering CFO, business advisory, tax preparation, and tax planning services to solopreneurs and small businesses. He dedicates approximately 20% of his time to this outside activity. Assist FP provides investment management and comprehensive financial planning services to individuals, the self-employed, and small business owners. The firm combines passive portfolio construction and Modern Portfolio Theory with fundamental analysis, managing accounts through a single-advisor relationship and conducting regular reviews.

Alex Rakatansky is a financial advisor and owner of Rakatansky Financial LLC with three years of industry experience. He also owns Rakatansky CPA LLC, a tax and accounting firm where he spends approximately half of his working time. Prior to founding his current firm, he worked at Commonwealth Financial Network and Rakatansky Rakatansky & Associates. Rakatansky Financial LLC provides discretionary wealth management and financial planning services primarily to individuals, including high-net-worth clients, trusts, and estates. The firm’s investment approach emphasizes low-cost, diversified mutual funds and ETFs, fundamental analysis, and a long-term orientation, supplemented by occasional rebalancing and trades tailored to client objectives.

Benjamin Ramsey is a CFP® with eight years of industry experience, currently serving as the sole advisor at Faith and Family Wealth Management. Prior to founding his firm, he worked at Crestwood Advisors and Balanced Rock Investment Advisors and had periods of self-employment. Faith and Family Wealth Management provides wealth management and portfolio management services to individuals, high-net-worth clients, trusts, and estates, integrating comprehensive financial planning into ongoing advisory relationships. The firm employs an evidence-based, long-term investment approach focused on diversified portfolios of low-cost ETFs and mutual funds, managing accounts mostly on a discretionary basis while acting as a fiduciary for retirement accounts under ERISA and the Internal Revenue Code.

Joseph Somerset is a CFA® charterholder with 20 years of experience in the financial industry. He founded and has operated Beantown Financial Advisors LLC since 2003 and previously worked at Bentley University from 2011 to 2017. Beantown Financial Advisors provides personalized financial planning and investment advisory services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm focuses on strategic asset allocation and global diversification using primarily no-load and low-load mutual funds and ETFs, offering discretionary investment management and limited-scope hourly planning engagements under written agreements.

Maxime Henri Crener is the sole advisor at Shilla Advisory LLC, an independent registered investment adviser. He holds a Series 65 credential and has experience managing a small consulting company. His prior roles include positions at Incap LLC, Harvard Extension School, Columbia University, and L'Oreal USA. Shilla Advisory LLC provides portfolio management and comprehensive financial planning primarily to individual clients, including high-net-worth individuals. The firm utilizes a fundamental analysis and long-term trading approach, offering a range of investment options such as mutual funds, ETFs, REITs, non-U.S. securities, private placements, and venture capital.

Carl Goodman is the principal of Goodman Asset Management, Inc. in Framingham, MA, holding the PFS™ designation and Series 65 license with 31 years of industry experience. He has operated his independent advisory firm since 1993 and maintains a separate CPA practice as a sole proprietor. Goodman divides his professional time between financial advisory and accounting services. Goodman Asset Management provides fee-only financial planning and investment management to individuals, trusts, and estates, focusing on fundamental analysis and strategic asset allocation. The firm employs non-discretionary, broadly diversified portfolios and manages approximately $33.6 million in client assets.

Christa Canavan is a financial advisor at Norton Financial Consultants with 40 years of industry experience. She holds the ChFC® and Series 63 designations and has been with Norton Financial Consultants since 1984 and Commonwealth Financial Network since 1999. In addition to financial planning, she also provides tax preparation services. Norton Financial Consultants offers fee-based financial planning and wealth management consulting to individuals, high-net-worth households, trusts, estates, and small businesses. The firm focuses on customized, methodical financial plans aligned with clients’ goals, tax situations, and risk tolerance, providing implementation assistance through broker-dealer and insurance channels without discretionary portfolio management or custody of assets.

Andrea Crowell is a financial advisor at Kearney-Burch Financial Services, Inc. with eight years of industry experience. She holds a Series 65 designation and has been with Kearney-Burch Financial Services and its successor firm since 2005. Kearney-Burch Financial Services, Inc. provides investment advisory services, financial planning, and consultation to individuals, high-net-worth clients, and corporate entities. The firm manages discretionary portfolios using a risk tolerance questionnaire and employs MoneyGuide Pro for planning and portfolio modeling, offering services that include 401(k) advisory and pension consulting.

Adam Sureau is a financial advisor at Okemo Capital Management, LLC with 16 years of industry experience. He holds the Series 66 designation and has been with Okemo Capital Management since 2012. Outside of advising, he is the sole owner and property manager of Brick Capital, LLC, a multifamily real estate business, and is a limited partner in a family planning vehicle that owns a stake in Radant Technologies, Inc. Okemo Capital Management provides investment supervisory services to individual and high-net-worth clients, developing customized Investment Policy Statements and managing diversified portfolios that include mutual funds, equities, fixed income, ETFs, real estate vehicles, hedge funds, private placements, and insurance products. The firm employs a range of strategies from long-term holdings to short-term trading and offers both performance-based and standard fee structures while managing accounts on a discretionary basis.

John Drohan Jr. is a financial advisor with Main Effort Financial, Inc. in Holliston, MA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments, Inc. and Sagepoint Financial, Inc. Outside of his advisory role, he is involved in several community organizations, including serving as president of the Holliston Community Action Fund and as a board member for the Department of Youth and Family Services and Holliston Cable Access TV. He is also co-host of the educational radio show Money & The Law. Main Effort Financial serves individuals, trusts, estates, businesses, and retirement plans by providing wealth management, discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term, diversified investment approach focused on exchange-traded funds and individual equities, incorporating both fundamental and technical analysis.

Andrew Silverman is a Series 65-licensed financial advisor with 21 years of industry experience. He has worked at the Ellison Foundation since 2000 and operated as a CPA from 1980 to 2020. His background includes accredited business valuation credentials alongside his CPA designation. Silverman, CPA, ABV, RIA provides investment advisory services to individuals, retirement accounts, and trusts, focusing on customized asset allocation and access to institutional money managers and ETF-based platforms. His firm combines accounting and tax expertise with a fundamental analysis approach, often coordinating outside financial advisors rather than maintaining custody or direct investment discretion.

Bryan Acuto is an advisor at Vital Wealth Strategy, LLC in Princeton, MA, holding Series 65 and Series 63 licenses. He has experience working with Cunningham & Associates, LLC and other firms since 2013, including roles outside the financial advisory industry. Vital Wealth Strategy, LLC provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm offers family office services and uses a long-term investment approach that includes individual securities, mutual funds, ETFs, and options, supported by fundamental, technical, and cyclical analysis.

Gerald Kochevar is the principal of Kochevar Financial Planning, LLC, an independent advisory firm based in Grafton, MA. He holds a Series 65 credential and has 14 years of industry experience, leading his firm since 2011. Kochevar Financial Planning provides broad-based financial planning services to individuals, trusts and estates, businesses, and charitable organizations. The firm emphasizes long-term, buy-and-hold investment strategies using diversified, cost-efficient index funds and ETFs, and focuses on financial planning and investment consultation without managing client portfolios directly.

Meghan Waclawsky is a CFP® with nine years of industry experience and is currently a financial planner at Kaizerman & Associates, LLC. She previously worked at Wellington Management Advisers, Inc. and Wellington Management Company LLP. Meghan is also an enrolled agent with the IRS. Kaizerman & Associates serves individual and high-net-worth clients, trusts, charitable organizations, and small businesses by providing non-discretionary portfolio management alongside comprehensive financial planning and consulting. The firm emphasizes client involvement in trade decisions and integrates fundamental, technical, and asset-allocation analysis in its investment approach.

David Taylor is a financial advisor with Cambridge Trustee Advisors Inc in Sterling, MA, holding 32 years of industry experience. The firm provides discretionary investment management primarily to individuals, trusts, estates, charitable organizations, and occasionally pension or corporate plans. Cambridge Trustee Advisors manages approximately $55.7 million across a small client base, using a combination of fundamental, technical, cyclical, and charting methods within a range of investment strategies. The firm is attorney-owned and formally affiliated with a law firm, offering integrated legal and portfolio management services, particularly for trusts and estates.

Robert Whitney is a financial advisor at Polaris Investment Advisors, LLC with 18 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining Polaris, he worked at Cetera Advisor Networks and has operated Whitney & Gore Financial since 1984, where he also serves as an enrolled agent providing tax preparation services. Polaris Investment Advisors is a 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, long-term portfolios using low-cost mutual funds, ETFs, and individual stocks.

Wayne Ushman is a CFA® charterholder with 23 years of industry experience, currently serving at Assabet Advisors, LLC since 2003. He holds a board position with Jeffco Fibres Group, Inc. and is actively involved in several nonprofit organizations, including roles with the Jewish Federation of Central Massachusetts, the Jewish Home for Aged Foundation, and the Worcester Jewish Community Center. Assabet Advisors provides discretionary investment management and consulting services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a scientific approach grounded in modern portfolio theory, focusing on strategic asset allocation and periodic rebalancing using mainly no-load mutual funds and ETFs.

Ariel Acuna is a financial advisor at LTG Capital LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LTG Capital since 2003. LTG Capital provides financial planning and portfolio management services to individuals, trusts, estates, and charitable organizations, employing a combination of charting, fundamental, technical, and cyclical analysis. The firm manages discretionary assets directly, typically for clients with account minimums of $2,000,000, and emphasizes formal continuity planning and transparent performance reporting.