Christopher Sadkowski is a CFP® with 17 years of industry experience and has been the principal advisor at Christopher Investment Advisors since 2012. He operates a single-advisor, fee-only independent practice based in Beverly, MA. Christopher Investment Advisors provides investment management and financial planning to individuals, families, and businesses, focusing on a limited number of personal clients rather than pooled investment vehicles. The firm follows an endowment-style, academically supported approach that emphasizes broad diversification, low-cost passive investments, and tailored written investment policies, offering both asset-based management and non-AUM financial planning options.

Wei Chen is a CFA® charterholder and principal of RootsOn Capital LLC with one year of experience as a financial advisor. Prior to founding RootsOn Capital, Wei was employed at Columbia Threadneedle Investments and Dimensional Fund Advisors, accumulating a total of ten years in the investment industry. RootsOn Capital LLC is a fee-only, registered investment adviser serving individuals, high-net-worth clients, family trusts and estates, family offices, and other institutional entities. The firm employs a long-term investment approach based on modern portfolio theory, blending passive and active strategies across various asset types and tailoring portfolios to client goals, risk tolerance, and tax considerations.

Ruzanna Queenan is a CFA charterholder and Series 63 licensee with seven years of industry experience. She is the principal of Queenvest LLC, an independent firm she has led since 2018. Prior to founding Queenvest, she worked at State Street Corporation for two years. Queenvest LLC serves individuals, high-net-worth clients, and small businesses, offering financial planning, portfolio management, and retirement plan consulting. The firm uses a process based on client goal setting, fundamental analysis, and Modern Portfolio Theory to create diversified portfolios, managing accounts directly or through third-party strategies.

Andrew Tapparo is the sole advisor at Tapparo Capital Management, an independent firm based in Topsfield, MA. He holds a Series 65 designation and has 27 years of industry experience, having founded and led the firm since 1997. Tapparo Capital Management provides discretionary and non-discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm integrates financial planning with portfolio management, employing a mix of fundamental analysis, technical trading models, cyclical analysis, and charting, with occasional use of short-term positions, margin, or option strategies.

Mark Dwyer is a financial advisor at Motta Wealth Management LLC in Stoneham, MA, holding Series 63 and Series 65 licenses with 12 years of industry experience. Prior to joining Motta Wealth Management, he worked at Putnam Investments for 12 years. Outside of his advisory role, he works as a transportation driver for Uber. Motta Wealth Management provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business clients, focusing on portfolio management and financial planning. The firm uses both fundamental and technical analysis to guide investment decisions, primarily engaging in long-term trading across mutual funds, equities, fixed income, and ETFs, and prepares individualized Investment Policy Statements for clients.

Philip Gillette Jr. is the sole advisor and owner of Cape Ann Financial in Manchester, MA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his independent firm since 1998. In addition to advisory services, he operates as a commodity trading advisor under his own name. Cape Ann Financial provides investment advice, portfolio management, and financial planning to individuals, trusts, and pension and profit-sharing plans. The firm employs a combination of fundamental and technical analysis, with monthly account reviews and a focus on non-discretionary management alongside the use of hedging instruments.

Robert Skloff is a CFA® charterholder with 16 years of industry experience. He is the principal advisor at French and Skloff Investment Advisors, LLC, an independent firm based in North Andover, MA. His prior experience includes roles at Beck Bode Wealth Management and Silver Pine Capital. French and Skloff Investment Advisors serves both institutional and individual clients, providing portfolio management and financial planning through separately managed accounts. The firm employs a value-oriented, fundamental bottom-up research approach combined with top-down macro analysis and offers diversified portfolios, including internally managed equity strategies and hedged equity products.

Charles Husak is a financial advisor with Stonehurst Capital Management, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009 and founded Stonehurst Capital Management in 2015. Stonehurst Capital Management provides discretionary managed account services to high net worth individuals and institutional clients, employing a proprietary fundamental value framework that integrates bottom-up stock selection with long and short positions, along with hedging strategies. The firm focuses on a limited client roster and combines medium- to long-term value investing with opportunistic short-term trades.

Bruce Holdridge is a CFP® with 21 years of industry experience and has been with Standard Planning Company since 1988. He holds a Series 63 license and operates as the sole advisor at the independent firm based in Rockport, MA. Standard Planning Company provides investment advice and account management to individuals, families, retirement plans, foundations, and endowments, offering personal financial planning services that cover retirement, estate, long-term care, charitable gifting, trust utilization, and retirement income distribution. The firm manages approximately $86 million, focusing on portfolios constructed from client risk profiles and primarily composed of passively managed index funds.

Laurence Cohen is a CFP® and holds a Series 65 license with 16 years of industry experience. He has operated Laurence Financial Planning LLC since 2009 in Danvers, MA. Laurence Financial Planning LLC serves individual investors and trusts by providing comprehensive financial planning, investment management, and limited-scope project planning. The firm emphasizes long-term strategic asset allocation, global diversification, and low-cost mutual funds, with a focus on non-discretionary management and detailed, client-directed implementation.

Alex Toussaint is the principal of Risen Phoenix Capital Advisers, LLC and holds Series 65 and Series 63 licenses with seven years of industry experience. Prior to founding Risen Phoenix, he was affiliated with New York Life and NYLIFE Securities for seven years. Outside of advising, he is the president of Kitaya Tax Services, LLC, which provides tax preparation and representation, and works as a real estate agent with RE/MAX On the Charles. Risen Phoenix Capital Advisers serves pooled vehicles, institutional assets, and individual clients offering discretionary portfolio management alongside retirement, trust, insurance, and coordinated tax planning. The firm employs a strategic asset allocation approach based on modern portfolio theory, primarily using passive indexing with ETFs and mutual funds, supplemented by select alternatives, and offers financial planning on fixed or hourly fee arrangements.

Christina Larson is a Certified Financial Planner™ with 17 years of industry experience. She has operated Larson Financial Planning, Inc., an independent advisory firm based in Winchester, MA, since 2010. Larson Financial Planning provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm builds customized, primarily long-term portfolios using diversified mutual funds and ETFs, with ongoing portfolio supervision, rebalancing, and tax-loss harvesting.

Joseph Fodera is the principal of DBA Joseph Fodera and holds a Series 66 designation with 20 years of industry experience. He has been involved with Cornerstone Industries since 1991, where he is also the owner, focusing primarily on real estate development and renovations. Outside of advisory services, he serves as the registered agent and manager of DiCamillo Associates, LLC. Fodera Investments, Inc. provides investment advisory services primarily to individual clients, offering managed account oversight and consultation with a conservative, fundamental research-based approach. The firm operates on a small scale, with most of Mr. Fodera’s time dedicated to real estate development, and manages accounts mostly on a non-discretionary basis.

Geoffrey Loynd is the sole advisor at Loynd Capital Management in Marblehead, MA, holding the CFA® designation and Series 63 license with 20 years of industry experience. He has led Loynd Capital Management since 1992. Loynd Capital Management is an independent, fee-only registered investment adviser serving primarily individual investors and one charitable organization. The firm employs a scientific, academically grounded investment approach focused on low-cost diversified funds and ETFs, using fixed income to reduce portfolio volatility and emphasizing tailored risk profiles, low turnover, and incorporation of new research.

Peter Jalbert is a CFP® with 23 years of industry experience and has been with Crossroads Capital Management LLC since 2008. He holds Series 63 and Series 65 licenses and operates as the sole advisor at his independent firm based in Marblehead, MA. Crossroads Capital Management provides financial planning and discretionary investment management to individuals, families, trusts, and related entities, including charitable organizations. The firm emphasizes strategic asset allocation and constructs individually tailored portfolios using a combination of passive index/ETF exposures, actively managed funds, and individual securities, managing accounts on a discretionary basis with regular client reviews and ongoing communication.

For years Quentara was the unexpected primary caregiver for her father who was diagnosed with Alzheimers. During his transition she continued to work, buy a house, get married, and start a family. She founded Powwow with the intent of helping other families prioritize their goals that are often neglected due to the in-the-moment demands of kids and aging parents. Powwow is fee-for-service, meaning a family's net worth, relationships, goals, and concerns are discussed and illustrated without the need to invest assets or purchase product. If you have questions related to every day goals, elder care transition, and kids you've come to the right place. Quentara has been featured in numerous publications, including NerdWallet, CBS MoneyWatch, and Financial Planning Magazine. She has also been invited to present on financial planning and elder care topics throughout Massachusetts. Follow her on social media and reach out to schedule a free consultation.

David Mc Donald is a Series 65 licensed financial advisor with five years of industry experience. He is the founder of Twin Lights Capital Management LLC and has previously worked with Dakota Wealth, LLC. In addition to his advisory work, he serves as an adjunct professor of finance at Boston University. Twin Lights Capital Management LLC is an independent, single-advisor registered investment adviser that provides discretionary investment management and sub-advisory services to individuals, family offices, and institutional investors. The firm specializes in U.S. growth equity strategies using a concentrated portfolio approach based on bottom-up fundamental research and top-down thematic analysis.

For as long as I can remember, I’ve always been a numbers nerd. Growing up, we had a small chalkboard propped up against the wall. Instead of scribbling random shapes, I would have my parents give me math problems to solve. (Don’t worry – I don’t do my math on a chalkboard anymore!). I started my career in financial services fresh out of college when I was hired at a boutique wealth management firm just outside of Boston. It was there that I quickly fell in love with financial planning. To me, it is the perfect blend of nerdy, technical, problem-solving, spreadsheet analysis and touchy-feely, meaningful, life-changing relationship work. I have always considered myself lucky to have found this profession when I didn’t even know I was looking for it. What better calling can there be than to help guide people in using their money to live their most deeply significant and fulfilling lives? I spent more than 18 years of my career with firms that only worked with individuals and families that had substantial wealth. In short, you already needed to have achieved financial success to get access to our advice! While I have always loved my work and the clients I helped, I could never shake the feeling that there was something missing. Instead of only working with people who already had wealth, I wanted to work with people to help them build it. As a result, Katapult Financial Planning was born.

Joseph Bruderman is a financial advisor at Bruderman Private Wealth with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America. He is also the president and CEO of Investegrity LLC, a registered investment advisory firm where he manages client assets and financial planning as the sole employee. Bruderman Private Wealth serves high-net-worth individuals, families, and select institutional clients, offering discretionary portfolio management and comprehensive financial planning. The firm uses a holistic approach to align asset allocation with clients’ cash-flow needs, tax and estate planning, and long-term goals, employing a range of investment strategies including concentrated equity, income, ETFs, and private placements.

Lurie Davis is a financial advisor with Lurie Davis Wealth Management LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. Davis has worked at Lurie Davis Wealth Management since 2006 and has prior experience with Waddell & Reed, Inc. Outside of advising, Davis serves as president of the Davis Estates Condominium Association, is a board member of the Lena Park Community Development Corporation, and participates in community organizations such as the Black Economic Council of Massachusetts and a Boston public school speakers series. Lurie Davis Wealth Management LLC provides customized investment management and financial planning services to high-net-worth individuals, pension and retirement plans, business owners, and families. The firm emphasizes broad asset allocation primarily through mutual funds and ETFs, conducting periodic account reviews and collaborating with clients on risk tolerance and investment policies while maintaining non-discretionary authority over client accounts.