Benjamin Thornton is a financial advisor at Unicorn Consulting in Ayer, Massachusetts, with nine years of industry experience. He holds a Series 65 designation and has worked at Unicorn Consulting since 2016 and previously at Dr. Steele Belok, MD from 2013 to 2021. Thornton also operates as an independent insurance agent on a limited basis. Unicorn Consulting provides financial planning and portfolio management primarily to individual clients, using an individualized asset allocation approach with a focus on long-term purchase strategies across various asset classes. The firm manages client portfolios on a non-discretionary basis, requiring client approval for trades and conducting regular account reviews.

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.

Brian Sawyer is the founder and sole advisor of Larchmont Wealth Advisors in Lunenburg, MA, holding a Series 65 credential with 10 years of industry experience. He has managed Larchmont Wealth Advisors since 2015 and also operates Sawyer Automotive, an automotive repair business. Larchmont Wealth Advisors provides financial planning and portfolio management services primarily for individual investors and small businesses. The firm employs a top-down, macro-informed investment approach combined with core-plus-satellite construction and elements of active management, focusing on diversified, tax-conscious portfolios built from low-cost mutual funds, ETFs, and individual securities when appropriate.

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.

Bryan Acuto is an advisor at Vital Wealth Strategy, LLC in Princeton, MA. He holds Series 63 and Series 65 designations and has experience working with Cunningham & Associates, LLC, Trust Advisory Group, Ltd., and other business ventures. His background includes roles in various companies over more than a decade. Vital Wealth Strategy, LLC provides discretionary portfolio management and comprehensive financial planning for individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm also offers family office services and uses a long-term investment approach that incorporates individual securities, mutual funds, ETFs, and options, supported by fundamental, technical, and cyclical analysis.

Glen Macneil is the sole advisor at MacNeil Capital Management in Littleton, MA. He holds the CFA® designation and Series 63 license, with 21 years of industry experience. He has worked at Fidelity Brokerage Services, Inc. since 1996. MacNeil Capital Management provides discretionary investment supervisory and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm employs a long-term investment strategy informed by fundamental analysis and offers flexibility in trading less-standard securities and aggregating trades for clients.

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.

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.

You want to feel confident in your financial future, but finding the time to make the right decisions is a challenge. That's what I am here for. Mike Morton, CFP®, ChFC®, RLP®, is a fee-only financial advisor for high-earning professionals and busy parents with increasingly complex finances in the greater Boston area and nationwide. Morton Financial Advice clients are typically dual-income households in their 40s and 50s working in technology, biotech, engineering, finance, healthcare, and professional services, balancing demanding careers and growing families. We offer three ways to work together: hourly consultations, a fixed-fee comprehensive financial plan, or an ongoing monthly fixed-fee relationship for full, year-round support and investment management. In every case, we are fee-only fiduciaries, which means that 100% of our income comes from clients, never commissions, and there's no minimum in assets or net worth. Together, you and your advisor will cover investments, retirement planning, tax planning, employee and executive benefits (including equity compensation: RSUs, ISOs, and ESPPs), education planning (529s), wills, trusts, and insurance, with socially responsible investing available for clients who want it. Being a Registered Life Planner® means I focus on you: your time, energy, dreams, and goals, not just your portfolio. By building small habits, setting the right path, and providing year-round support, we can make sense of your financial resources and put everything to work, smarter, for your future. I live in Harvard, MA, with my wife and three children. We enjoy hiking, camping, running, snowboarding, and obstacle racing. I've played Ultimate Frisbee for decades and coach the youth team in town, and previously ran a woodworking/furniture-making business. I am the author of The Juggling Act and the host of Five Minute Finance, a financial planning podcast launched in 2020. Morton Financial Advice is a fee-only, fiduciary registered investment advisory firm based in Harvard, Massachusetts, founded in 2018 by Mike Morton, CFP®, ChFC®, RLP®. The firm works on published flat fees, earns no commissions, and sells no products. Morton Financial Advice is registered in Massachusetts, Pennsylvania, California, New York, and Colorado (CRD #293530), serves clients across the greater Boston area and works remotely with clients nationwide in states where it is registered or exempt. Learn more at https://mortonfinancialadvice.com.

Nathan De Gregorio is a financial advisor at PenFacs Financial Services holding a Series 66 designation. He has recently entered the industry and has been associated with several related entities including PenFacs Financial Services, The New PenFacs Insurance Agency, and The PenFacs Group. His background includes roles outside traditional advisory positions, such as work with The New Woodshed and BJ's Brewhouse. PenFacs Financial Services, Inc. is a small SEC-registered investment adviser serving individuals and business clients with portfolio management and financial planning. The firm manages approximately $23 million in assets and employs a variety of analytical approaches and trading techniques, primarily implementing strategies through model portfolios and sub-advisers.

Marcus Green is a financial advisor at GreenPort Capital Advisors with 18 years of industry experience. He holds a Series 65 credential and previously worked for 11 years at Vodia Capital, LLC. GreenPort Capital Advisors offers personalized investment management and comprehensive financial planning services to individuals, trusts, estates, and charitable entities. The firm manages approximately $115.6 million across about 68 client relationships, emphasizing a long-term investment approach that combines fundamental, technical, and cyclical analysis with tax-conscious portfolio management.

Richard Shrier is the principal of Shrier Associates, LLC in Clinton, MA, holding the ChFC® and Series 63 designations with 22 years of industry experience. He has been self-employed since 2002 and has been associated with Shrier Associates since 1988. Shrier serves as vice-chair of the Investment Committee and as a board member for the Union for Reform Judaism, and he is also a board director and member of the Investment Committee for the Reform Pension Board. Shrier Associates provides investment management, financial planning, pension consulting, and ERISA 3(21) advisory services to individuals, trusts, businesses, non-profits, and retirement-plan sponsors. The firm employs a long-term, tailored investment approach using strategic asset allocation with low-cost mutual funds and ETFs, supplemented by other vehicles, and offers both discretionary and non-discretionary portfolio management.

Ronald Degregorio is a CFP® and ChFC® with 51 years of experience in financial services. He is the sole advisor at Pen Facs Financial Services in Salem, NH, where he has worked since 1977 and also operates related entities focused on insurance and investment advisory services. Degregorio serves as chairman of the board of USA Hockey and is a council member of the International Ice Hockey Federation, dedicating significant time to governance and the development of hockey. Pen Facs Financial Services provides portfolio management to a small, concentrated client base including pension and profit-sharing plans, trusts, estates, corporations, and individuals. The firm uses both fundamental and technical analysis with primarily non-discretionary account management.

Thomas Jacobsen is a financial advisor with Assabet Advisors, LLC, holding a Series 65 designation and entering his second year in the industry. His prior experience includes roles at BNY Mellon and West Texas A&M University. Outside of his advisory work, he serves as treasurer for Bethlehem Bible Church, handling bookkeeping and accounting duties. Assabet Advisors provides discretionary investment management and consulting services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a scientific investment approach based on modern portfolio theory, emphasizing strategic asset allocation and individualized investment policy statements.

Christopher Fisher is a CFA® charterholder and holds a Series 63 license with 11 years of industry experience. He has worked at LiveLife Capital Partners LLC since 2017 and previously was with Bigelow, Mergers and Acquisitions. Outside of his advisory role, Fisher is involved with rental property management through non-investment-related activities. LiveLife Capital Partners LLC is an SEC-registered advisory firm managing approximately $372 million for around 260 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs, while also incorporating individual equities, structured notes, options, and alternative investments as appropriate.

Erik Degregorio is a ChFC® with over 33 years of experience in financial services. He is currently with Penfacs Financial Services and has a long tenure with affiliated entities dating back to 1993. PenFacs Financial Services, Inc. is a small SEC-registered investment adviser serving individuals and business clients with portfolio management and financial planning. The firm uses a variety of analytical approaches and model portfolios while offering both discretionary and non-discretionary arrangements.

Robert Barrett is a financial advisor at Cambridge Trustee Advisors Inc. He holds a Series 65 designation and has experience working with Worcester Elevator Co. and iArch Solutions LLC. Barrett joined Cambridge Trustee Advisors in 2025 and is based in Westborough, MA. Cambridge Trustee Advisors, Inc. provides discretionary investment management and personalized portfolio supervision to individuals, trusts, estates, charitable organizations, and select pension plans and business entities. The firm manages approximately $50 million across 38 accounts and employs a mix of fundamental, technical, and cyclical analysis, with an investment process overseen by a quarterly meeting investment committee. Its close affiliation with a law firm and management of trust portfolios in accordance with the American Law Institute’s Restatement of Trusts Prudent Investment Rule distinguish the firm within the industry.

Jacob Girard is the founder of Girard Capital Management and holds a Series 65 designation. He has experience working at KPMG and in education prior to establishing his advisory firm in 2024. Girard Capital Management is a registered investment adviser that provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a passive portfolio construction approach within a Modern Portfolio Theory framework and offers access to a range of asset classes including private and alternative investments.

John Konetzny is a CFP® with 15 years of industry experience and has been with The Practical Planner since 2016. He serves as a trustee and treasurer on the Groton Public Library Endowment Trust, where he manages funds and financial records. The Practical Planner provides holistic financial planning and investment management for individuals and families, including high-net-worth clients. The firm operates as a fee-only fiduciary, constructing diversified portfolios and offering in-house tax preparation alongside comprehensive financial planning services.

Jeffrey Prunier is a CFP® with 10 years of industry experience and is currently a principal at J.R. Prunier Capital Management LLC, where he has worked since 2022. His prior experience includes positions at The Colony Group and Edward Jones. He serves on the boards of the Wachusett Area Chamber of Commerce and the Laurel Lake Association and speaks on RIA industry trends and differentiators. J.R. Prunier Capital Management LLC provides discretionary portfolio management, financial planning, and pension consulting to individual clients, including high-net-worth individuals, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, utilizing fundamental analysis and modern portfolio theory, and operates primarily under discretionary authority.