Michael Marchetti is a financial advisor at Lakeview Financial Planning in Shirley, MA, holding a Series 66 credential with nine years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., and The Professional Alliance, Inc. Outside of advisory services, he manages a retail company through Marchetti Industries LLC. Lakeview Financial Planning offers financial planning and portfolio management services to individuals, high-net-worth clients, and small businesses. The firm uses a goals-based approach with fundamental analysis and Modern Portfolio Theory, favoring globally diversified, tax-efficient, low-cost mutual funds and ETFs, and incorporates third-party managers when appropriate.

Ryan Creegan is a CFP® professional with four years of industry experience. He is the principal advisor at Sheltered Garden Financial Group LLC and has prior experience at Creegan & Nassoura Financial Group, MutualOne Bank, and Brookline Bank. Outside of his advisory role, he works as a commercial credit analyst at a bank and provides tax-preparation services. Sheltered Garden Financial Group serves individuals, high-net-worth clients, trusts, and estates with discretionary wealth management, comprehensive financial planning, investment consulting, and tax-preparation services. The firm’s investment process focuses on fundamental analysis and long-term portfolio construction, primarily using individual stocks and bonds supplemented by ETFs and mutual funds for diversification and tax efficiency.

Elizabeth Pleck is a CFP® professional with 13 years of industry experience, operating as the sole advisor at Financial Strategies, LLC in Wellesley, MA. She has been with Financial Strategies LLC since 1982 and is also active as a writer, lecturer, and consultant. Financial Strategies, LLC is an independent firm providing fee-only financial planning and discretionary investment management primarily for individuals and couples. The firm emphasizes a long-term, diversified investment approach based on Modern Portfolio Theory, offering ongoing portfolio management, hourly consultations, and comprehensive written financial plans.

Kyle Mannion is a financial advisor at Mannion Money Advisory with two years of industry experience. He holds a Series 65 designation and has previously been involved in sports management and consulting, including roles at 3 Step Sports LLC and CM8 Soccer Consulting & Management. Outside of financial advising, he serves as Accounts Payable Manager for 3 Step Sports LLC. Mannion Money Advisory provides financial planning, consulting, and discretionary portfolio management to individuals, families, small businesses, and corporate clients. The firm emphasizes a long-term, goals-based investment approach using diversified asset allocation, cost-efficient ETFs, and automated portfolio oversight.

Wendy Pyne is a financial advisor at Protegro, Inc. with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior work includes roles at Financial & Tax Architects and Gradient Advisors, LLC. Outside of her advisory work, she is a managing director at Polka Dot Powerhouse and a member of the Ashland Business Association. Protegro, Inc. is a small, independent registered investment adviser serving individuals, families—including high-net-worth clients—and small businesses. The firm provides discretionary portfolio management through third-party sub-advisors and offers financial and retirement planning while maintaining client relationships and monitoring investment objectives.

Catherine Smith is a CFA® charterholder and the sole advisor at Nobscot Investment Management LLC, with 10 years of industry experience. She has been with Nobscot Investment Management since 2016. Nobscot Investment Management provides customized investment management services to individuals, IRAs, trusts, small endowments, and charitable organizations. The firm combines fundamental bottom-up company analysis with top-down macroeconomic assessment, focusing on multi-year investment horizons and low turnover.

Oleg Litvinenko is a CFA® charterholder and Series 63 licensee based in Concord, MA, with six years of industry experience. He has worked at Meeting House Capital, LLC since 2020 and previously spent four years at Cobblestone Capital Advisors, LLC. Meeting House Capital is an independent, single-advisor registered investment adviser serving individuals, high net worth clients, trusts, estates, and other registered investment advisors. The firm focuses on discretionary portfolio management and integrated financial planning, using a primarily long-term investment approach centered on concentrated individual-stock portfolios supplemented by select mutual funds, ETFs, bonds, and REITs.

Scott Holley is a financial advisor at Sage Wealth Capital with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Four Barrell Capital Management and Mobile Paradigm Group. Outside of advising, Holley provides software consulting services for Fave App, LLC. Sage Wealth Capital is an independent, single-advisor firm offering asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined investment approach focusing on wealth preservation and long-term growth, utilizing a Growth-at-a-Reasonable-Price equity selection framework and a structured fixed-income strategy.

Andrew Sullivan is a CFP® with 28 years of industry experience, currently serving as the sole advisor at CIO Wealth Management, Inc. in Sudbury, MA. He previously worked at LPL Financial, llc for 12 years before founding his current independent advisory firm in 2021. CIO Wealth Management is a small independent adviser serving individuals, high-net-worth families, trusts, and small-business retirement plan sponsors. The firm offers discretionary portfolio management, holistic financial planning, and qualified plan consulting services, employing diversified investment strategies and providing ERISA fiduciary plan-level services uncommon for firms of its size.

Daniel Tilton is a CFP® and Series 65 designated advisor with 22 years of industry experience. He founded and leads Tilton Asset Management, where he has worked for 25 years. Tilton Asset Management serves individuals, high-net-worth clients, trusts, and retirement accounts with portfolio management and advisory services. The firm uses a long-term, Modern Portfolio Theory-based approach that combines active and passive investments, with integration of an affiliated CPA practice offering tax preparation and planning services.

Joe Hanley is the founder of Nashoba Valley Wealth Management, a fee-only registered investment advisory firm based in Stow, Massachusetts. Joe spent more than twenty-five years as a financial advisor at Fidelity Investments, helping clients plan for retirement, invest, and navigate major financial decisions. In 2025, he founded NVWM to serve clients with the independence, objectivity, and personal attention that a small fiduciary firm makes possible. Joe is a CERTIFIED FINANCIAL PLANNER™ professional and an IRS Enrolled Agent. He holds an MBA from Seattle Pacific University and a BS in Finance from Bryant University. NVWM offers comprehensive and hourly financial planning, investment management, and retirement plan services for employers. Each client’s plan addresses the areas that matter most to them, such as retirement income, tax planning, investments, insurance, estate planning, and charitable giving. Because NVWM is fee-only, its only compensation comes from clients. No commissions or product incentives influence its advice, and NVWM has no account minimum. The result is a practice built on long-term relationships, clear communication, and a commitment to acting in each client’s best interest.

Aaron Gardiner is the principal of Gardiner Financial, Inc., an independent investment advisory firm. He holds a Series 65 designation and has eight years of experience in the financial industry. Gardiner is also a practicing orthopedic surgeon and partner at Newton Wellesley Orthopedic Associates, where he has worked since 2009. Gardiner Financial is a fee-only, state-registered adviser serving individual and high-net-worth clients with customized portfolio management and financial planning. The firm primarily uses passive, asset-class-based portfolios with low-cost index funds and ETFs, supplemented by additional analysis as needed, focusing on individualized plans rather than high-volume reporting.

Samuel Burns is the sole advisor at Mill Street Research, an independent firm based in Sherborn, MA. He holds the CFA® designation and a Series 63 license, with 21 years of industry experience. Burns has led Mill Street Research since 2016. Mill Street Research provides non-discretionary investment research to institutional clients through subscription access to reports on asset allocation, country allocation, sector and industry selection, and global quantitative stock selection. The firm uses a data-driven approach with proprietary methodologies and does not manage client assets or provide portfolio management services.

I’m Glenn Brown, a Certified Financial Planner™ and Chartered Retirement Planning Counselor with 30 years in wealth management. In 2017, I founded PlanDynamic, LLC to provide fee-only fiduciary advice, investment management, and comprehensive financial planning directly to motivated individuals. I focus on financial independence—not just retirement. By aligning your plan with your values, we build a staged, evolving roadmap that opens new choices along the way. Using adaptable technology, we model scenarios, track progress, and adjust actions in real time, so you understand the impact of every decision. As a ‘Sandwicher’ raising two daughters while supporting aging parents alongside my wife Karina, I understand the challenges of balancing time, priorities, and decisions to benefit both now and in the future. My goal is simple: help you gain clarity, act with confidence, and enjoy your journey to financial independence.

Peter Shimkus is the sole advisor at Shimkus, Peter E, an independent firm based in Southboro, Massachusetts. He holds Series 63 and Series 65 licenses and has 50 years of industry experience, including roles at Chauner Securities and Michel Associates Ltd. since the early 1990s. His firm manages approximately $23.55 million for around 32 clients, primarily individuals, families, trusts, and custodial accounts. The firm offers fee-based portfolio management and financial planning with a focus on long-term, asset allocation-driven strategies using no-load mutual funds, ETFs, and occasionally individual equities, incorporating tax-aware active and passive management. Client objectives and risk tolerance are established through questionnaires, with client-imposed restrictions accommodated.

Michael Chasan is the sole advisor at Chasan Capital Management in Weston, MA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has led Chasan Capital Management since 2005. Chasan Capital Management provides individualized portfolio management and investment advice primarily to individual investors and trusts through separately managed accounts. The firm employs a value-oriented, fundamental analysis approach focusing on microcap and small-cap U.S. equities, typically maintaining diversified, long-term holdings.

Eric Tetschner is a financial advisor with Tetschner Financial Services in Ashland, MA, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience and has operated his independent advisory firm since 2007. Prior to and alongside his advisory work, he has been affiliated with LPL Financial. Tetschner Financial Services provides advisory and financial planning services primarily to pooled vehicles and institutional clients, offering consultative, non-transactional guidance tailored to client needs. The firm employs a variety of investment approaches, including Modern Portfolio Theory and quantitative methods, and typically recommends diversified vehicles such as mutual funds and ETFs.

Pam Gao is the principal of AsterBright Capital Management, LLC and holds the CFA® designation. She has seven years of industry experience, including 15 years at Putnam Investments prior to founding her independent firm in 2018. AsterBright Capital Management provides portfolio management services to individuals, high-net-worth clients, small businesses, and foundations, focusing on discretionary management of liquid, publicly traded securities. The firm uses a hybrid approach combining quantitative screening, fundamental company analysis, and top-down macro considerations to create tailored portfolios that range from long-only equity allocations to opportunistic strategies involving short positions, options, and leverage.

Albert Lu is a Series 65-licensed financial advisor with 15 years of industry experience. He is the sole advisor at Luma Financial, an independent firm he has led since 2021. Prior to founding Luma Financial, he held roles at Sprott Asset Management USA Inc and WB Wealth Management. Outside of advisory work, he produces and hosts online educational video content focused on natural resource investing. Luma Financial provides discretionary investment management to individuals, institutional, and charitable clients, including trusts and pension accounts. The firm employs a buy-and-hold investment approach that integrates micro- and macroeconomic analysis, fundamental securities research, and may include fixed-income and commodity exposures for diversification.

Robert Holzbach is the sole advisor at Red Kennedy Financial in Littleton, MA, with 23 years of industry experience. He holds a Series 65 designation and has worked at H & R Block since 2002. Holzbach also provides contract work involving financial analysis, research, and tax preparation for another independent advisor, and he prepares federal and state tax returns outside of trading hours. Red Kennedy Financial offers fee-only financial planning and advisory services to individuals, families, and small businesses, including pension consulting and 401(k) fiduciary advisory services. The firm provides detailed written plans and non-discretionary investment advice focused on a globally diversified, passive index approach using low-cost mutual funds and ETFs.