John Spoto is a CFP® and holds a Series 65 license, with 17 years of experience in the financial advisory industry. He has been with Sentry Financial Planning, LLC since 2008 and also has a longstanding role at Vanguard Systems Technology, Inc. since 1992. Sentry Financial Planning, LLC provides fee-only, fiduciary financial planning and investment advisory services primarily to individuals and trusts, including high-net-worth clients. The firm emphasizes long-term, buy-and-hold investing with a collaborative, non-discretionary approach to portfolio management.

Charlise Whiteside is a CFP® and holds a Series 66 license with 14 years of industry experience. She has been the principal advisor at Stonehaven Private Wealth Management LLC since 2013 and has operated as a sole proprietor since 2012. Whiteside is also a licensed insurance agent, dedicating a small portion of her time to this activity. Stonehaven Private Wealth Management serves high-net-worth individuals, families, trusts, charitable organizations, and institutional clients. The firm offers investment management, multi-generational wealth planning, financial planning, and business consulting, utilizing a goal-driven investment approach that combines strategic asset allocation with tactical overlays and both active and passive instruments.

Vitaly Veksler is a CFA® charterholder and holds a Series 66 license, with 12 years of industry experience. He has been the sole advisor at Beyond Borders Investment Strategies, LLC since 2014. Beyond Borders Investment Strategies, LLC provides discretionary portfolio management to institutional clients and individual investors, including high-net-worth individuals, trusts, and estates. The firm specializes in tax-efficient single-country equity ETFs, employing a country-macro value equity style that focuses on undervalued markets during periods of crisis and aims to support recovery while seeking investment returns.

George Massey is a financial advisor at Ellisville Harbour Partners in Cambridge, MA, holding a Series 65 designation with five years of industry experience. He has worked at Mozaic Capital Advisors, AAG Energy, and Kirkwood & Company LLC, and is also the owner of Far West Consulting, a business consultancy. Ellisville Harbour Partners provides investment management and advisory services to high-net-worth individuals, trusts, and estates, focusing on long-term, concentrated equity portfolios typically holding 10–20 businesses. The firm emphasizes proprietary research and invests in large addressable markets, technology-driven transformations, and frontier markets including Asia and overlooked U.S. regions.

Reggie Peral is a financial advisor with seven years of industry experience and holds a Series 66 credential. He is the principal advisor at Clearview Family Wealth, LLC, an independent registered investment adviser founded in 2026. Prior to establishing Clearview, Peral worked at LPL Financial LLC dba Salem Five Wealth Management for six years and Ameriprise Financial Services, Inc. for one year. Clearview Family Wealth provides wealth management, discretionary investment management, and comprehensive financial planning for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is primarily long-term and grounded in fundamental analysis, utilizing low-cost mutual funds, ETFs, and independent managers, with tailored asset allocation and regular portfolio monitoring.

Mark Giometti is a CFP® professional with 18 years at Black Diamond Financial Planning, LLC in Arlington, MA. He has seven years of industry experience. The firm provides financial planning and portfolio management to individual investors, personal trusts, and estates, maintaining a small client roster. Black Diamond Financial Planning uses a long-term, goals-based investment approach, incorporating ETFs, mutual funds, and, when appropriate, individual stocks or bonds, supported by both fundamental and technical analysis.

Richard Fucillo is a financial advisor at Commenda Capital Advisors in Cambridge, MA, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Commenda Capital Advisors since 2020. Outside of his advisory role, he is a voting board member of a hockey equipment manufacturing company. Commenda Capital Advisors provides investment advisory services primarily by selecting and overseeing unaffiliated money managers for individuals, trusts, estates, and charitable organizations, tailoring recommendations to client needs without directly managing portfolios.

Zachary Stuppy is a financial advisor at Brave Boat Capital Advisors in Boston, MA, holding Series 66 and Series 65 designations with 11 years of industry experience. He began his career at Credit Suisse Securities (USA) LLC before founding Brave Boat Capital, where he has worked since 2015. Brave Boat Capital Advisors offers financial planning, portfolio management, and investment consultation to individuals, high-net-worth clients, and retirement plans. The firm emphasizes customized planning and uses Modern Portfolio Theory combined with tactical shifts, Core-and-Satellite allocations, and momentum-based overlays, including derivative strategies for qualified clients.

Alexander Schramm Von Blucher is a financial advisor at Von Blucher Capital LLC in Boston, MA. He holds a Series 65 designation and has one year of industry experience, including prior work at Tyr Securities LLC. Von Blucher Capital LLC is an independent, fee-only advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management and project-based financial planning, employing a combination of fundamental, technical, and charting methods within a Modern Portfolio Theory framework.

Kelly Gushue is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Bellatrice Wealth. Prior to founding Bellatrice Financial LLC in 2026, Kelly worked at Fidelity Investments and held roles at Natixis Global Asset Management, AllianceBernstein L.P., and Citigroup Global Markets. In addition to advising, Kelly operates a financial coaching business through Personal Finance Warrior LLC. Bellatrice Wealth provides wealth management and financial planning services to individuals and high-net-worth clients, using a fee-only, percentage-of-assets model. The firm employs a blended investment approach that combines fundamental, cyclical, and charting analysis with Modern Portfolio Theory to create diversified portfolios tailored to client goals and risk tolerance.

Mark Butterworth is a CFP® professional with 33 years of industry experience. He is the sole advisor at Butterworth Financial LLC, an independent firm he founded in 2023 following a 21-year tenure at LPL Financial. Butterworth Financial LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients, offering asset management through two platform options including a wrap-fee program. The firm employs model-based asset allocation supplemented by fundamental and technical analysis and operates under a fiduciary standard for client accounts.

Robert Sherr is the principal of Sherr Financial Associates in Danvers, MA, with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his independent advisory firm since 1994. Prior to that, he was affiliated with Commonwealth Equity Services, Inc. since 1992. Outside of advisory activities, he is co-owner of Trident Benefit Solutions, LLC, which is involved in employee group benefits consulting. Sherr Financial Associates provides financial planning, consulting, and asset-allocation advice to individual clients, including high-net-worth individuals. The firm offers customized plans without taking custody of assets or providing ongoing discretionary portfolio management, typically implementing recommendations through brokerage or insurance channels rather than in-house portfolio management.

Kate began her financial career in the trenches at Fidelity Investments, the fourth largest mutual fund and financial services group in the world. She quickly advanced into leadership positions, managing an operations team, working in problem resolution and navigating the 2000 and 2008 financial crises. Although she loved helping people work toward their financial dreams, she realized that just focusing on the investments wasn't enough. She wanted to provide a service that not only delivered investment results but helped clients with their entire financial picture including; insurance, benefits, debt, taxes, estate planning and retirement planning. To realize her vision and truly help clients, Kate established Red Clover. Kate begins each client engagement by first learning about what is important to her clients, their values, the essential elements they need to live their best life now and then she works with them to build the financial infrastructure to support that life. After all financial planning should be about you, not your money. She is adept at connecting all the dots for clients and asking the hard-hitting questions so that they fully understand and appreciate all the pieces and parts of their financial wellness equation. In short, Kate helps her clients find a balanced approach to living, spending, saving and investing that is true to them.

Joseph Casale is a financial advisor at Sagamore Wealth Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Sagamore Wealth Management since 2011. In addition to his advisory role, Casale manages a wholesale distribution company, Coleman Manufacturing. Sagamore Wealth Management provides discretionary investment management and financial planning services to individual and high-net-worth clients, along with retirement plan advisory for plan sponsors. The firm employs a long-term, fundamental analysis approach using diversified portfolios of ETFs, mutual funds, and other securities, and offers a range of retirement plan consulting services.

Steven Ayers is the principal of Steven Ayers & Company, an independent advisory firm based in Cambridge, MA. He holds the CFA® designation and Series 63 license, with 23 years of industry experience. Since founding his firm in 2002, he has focused on discretionary and non-discretionary investment management. Steven Ayers & Company manages approximately $88.6 million for individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs an active, fundamental research approach across a broad range of asset classes to construct portfolios tailored to clients’ objectives and risk tolerance.

William De La Cruz is a financial advisor at DLC Wealth Management in Andover, MA, holding a Series 65 designation with one year of industry experience. He has worked at Delta Air Lines since 2009 as a Systems Operations Manager. DLC Wealth Management provides portfolio management and investment advisory services to individual clients and charitable organizations, employing a diverse investment approach that includes multiple analytical methods and long-term trading strategies. The firm manages approximately $2.69 million in discretionary assets for 18 clients and operates as a small practice with a single advisor.

Chad Onufrechuk is a financial advisor at Cascade Wealth LLC with five years of industry experience. He holds the Series 65 designation and previously worked at Adviser Investments LLC for 20 years. Cascade Wealth LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates, acting as a fiduciary for retirement accounts including ERISA and IRAs. The firm uses a primarily long-term investment approach with diversified portfolios consisting of exchange-traded funds, mutual funds, individual equities, and fixed income, incorporating both fundamental and technical analysis.

Anupama Rames is a financial advisor at Sustainable Investment Partners LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Boston Trust Walden, BNP Paribas Asset Management, and Liberty Mutual Investments. Sustainable Investment Partners LLC is a fee-only registered investment adviser serving high-net-worth individuals, pension and profit-sharing plans, endowments, foundations, non-profits, and small businesses. The firm emphasizes fundamental analysis and impact-driven portfolios, combining passive and active strategies, and offers both consultative and discretionary management services.

Pavan Neti is a financial advisor at Standish Capital Management, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Standish Capital Management, Neti worked at Citizens Financial Group and spent six years as a primary caregiver and individual investor. Standish Capital Management provides discretionary investment management through separately managed accounts for individuals, high-net-worth investors, and small business entities. The firm employs a systematic, growth-oriented equity strategy focused on U.S. equities and ETFs, with customizable accounts and a quantitative and fundamental decision-making process.

Celeste Gilbert is a financial advisor with C.J. Gilbert Financial LLC in Weston, MA. She holds a Series 65 designation and has seven years of industry experience, including four years at J.W. Swenson Investment Counsel. C.J. Gilbert Financial LLC provides investment management services to individuals, trusts, and individual retirement plans through sub-advisory agreements with independent investment managers. The firm focuses on client objectives and oversight of independent managers, delivering consolidated reporting and advisory fees while not executing trades or maintaining custody of assets.