Marvin Lahoud is the principal advisor of Marvin Capital, an independent advisory firm based in Boston, MA. He holds a Series 65 designation and has three years of industry experience. In addition to his advisory role, Lahoud is a general manager and partner at Tocci Building Corporation and serves as president of the Suzie and Marvin Lahoud Foundation, a private foundation focused on charitable donations to underserved communities. Marvin Capital provides asset management and financial advice to a small client base including individuals, trusts, estates, and corporate clients, with services extended to non-U.S. clients. The firm employs a value-oriented, primarily long-only investment strategy combined with tactical and strategic asset allocation, utilizing fundamental, technical, and charting analyses, and may incorporate margin, options, and exchange-traded products as part of its portfolio management.

Yotam Mendlinger is a CFA® charterholder and the sole advisor at By The Square Investments in Boston, MA, with nine years of industry experience. He has been affiliated with Boston University since 2007 and operates By The Square Investments since 2015. Outside of advisory work, he is involved part-time with Taggart Galt, a bookkeeping company where he focuses on tax issues and payroll. By The Square Investments provides discretionary portfolio management and financial planning to individuals, trusts, small business owners, 401(k) plans, fraternal organizations, and nonprofit entities. The firm combines fundamental and technical analysis to implement diverse trading strategies and integrates investment management with tax and administrative services, including 401(k) plan administration.

Rayan Seif is a financial advisor at Harbor & Grow LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Pzena Investment Management, Aureus Asset Management, Unigestion (US) Ltd., NYU Stern, and The EuroMena Funds. Harbor & Grow LLC offers discretionary portfolio management services to individuals and high-net-worth clients through model portfolios, focusing on a fundamental, long-term investment approach with concentrated global equity positions alongside fixed income, ETFs, and non-U.S. securities. The firm maintains investment discretion and assigns clients to models based on suitability rather than client-imposed restrictions.

Jeffrey Vincent is a CFP® professional with 22 years of industry experience. He is the principal of Vincent Wealth Advisors LLC and has previously worked at Fernwood Investment Management, LLC and Vincent Financial Group. In addition to his advisory work, he is a licensed insurance agent involved in insurance sales and implementation. Vincent Wealth Advisors serves individual and high-net-worth clients with discretionary investment management and comprehensive wealth management services. The firm emphasizes a fundamental analysis approach, focusing on diversified, low-cost mutual funds and ETFs, with selective use of individual securities and an uncommon practice of employing short-term margin borrowings in client accounts.

Mohammad Tabiekh is a financial advisor at MFT Wealth Management in Boston, MA, with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Morgan Stanley, Merrill, Bank of America, and Wells Fargo Clearing. Outside of advising, he is a licensed insurance agent selling life, disability, long-term care insurance, and fixed annuity products. MFT Wealth Management is an independent advisory firm serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines Modern Portfolio Theory with strategic and tactical asset allocation and employs risk-managed short-term trading strategies, including options and Sharia-compliant portfolios, for a diverse client base.

Laura Sweezey is a CFP® with 27 years of industry experience and has been the sole advisor at Laguna Investment Services since 2003. She previously worked at Linsco / Private Ledger during the same period. Laguna Investment Services provides portfolio management and advisory services to individuals, families, trusts, and small businesses, offering tailored advice for both taxable and retirement accounts. The firm employs technical, fundamental, and cyclical analysis to implement income, growth, and capital preservation strategies, with a notable focus on non-discretionary management and serving small-business clients.

John Cranston is the sole advisor at Cranston Capital Management, LLC in Boston, MA, holding a Series 66 designation with 17 years of industry experience. He has led Cranston Capital Management since its founding in 2012. Cranston Capital Management provides discretionary investment supervisory services and fee-based financial planning to individuals, including high-net-worth clients, as well as institutional and tax-advantaged entities. The firm employs a multi-faceted investment approach combining fundamental, technical, charting, and cyclical analysis, offering strategies ranging from long-term holdings to active techniques such as short sales, margin transactions, and options writing.

Gregory Fontana is a CFA charterholder with 17 years of industry experience, currently serving as the principal advisor at Convergent Capital Partners, LLC in Boston, MA. He has been with Convergent Capital Partners since 2009. Convergent Capital Partners provides discretionary investment advisory and portfolio management services to individuals, high net worth, and institutional clients, focusing on customized portfolios primarily composed of exchange-listed securities. The firm serves both U.S. and notable non-U.S. clients and employs a value-focused, opportunistic approach that combines fundamental and technical analysis, including the use of options, margin, and short positions in its managed accounts.

Juan De Jesus is the sole advisor at Spotlight Investment LLC in Boston, MA, holding a Series 65 license with seven years of industry experience. Prior to founding Spotlight Investment in 2019, he was associated with Cascodium LLC beginning in 2018 and spent nine years as a full-time student. Outside of his advisory role, he designs and develops hardware through his engineering contracting business, China Export Trading LLC. Spotlight Investment LLC serves individual clients by providing comprehensive financial planning and non-discretionary portfolio management. The firm’s investment approach integrates fundamental analysis with portfolio construction techniques such as Modern Portfolio Theory, factor investing, and risk parity, and incorporates tools like backtesting and Monte Carlo simulation.

Mary Montanari is the founder and sole advisor of Montanari Financial Advisors Inc. in Norwell, MA. She holds the CFP® designation and has 27 years of industry experience, having led her independent firm since 1999. Montanari Financial Advisors is an independent, single-advisor registered investment adviser serving individual and trust clients with discretionary investment management and fee-for-service financial planning. The firm employs a top-down investment approach combining fundamental and technical analysis, managing diversified portfolios across various asset classes while adhering to a selective client intake policy and accommodating customized investment preferences.

Gavin Trebilcock is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He has worked at Goldman Sachs & Co. and held positions at Cornell University, GBS Corp, and Ohio State University before founding Grail Capital LLC in Boston. Grail Capital LLC provides discretionary portfolio management and investment oversight to high-net-worth individuals and corporate clients. The firm uses a combination of cyclical, fundamental, quantitative, and modern portfolio theory analyses, focusing primarily on equities while incorporating fixed income, ETFs, commodities, and international securities, and employs both long- and short-term strategies including derivatives and options where appropriate.

Susanne Howard is a financial advisor at L.F. Howard Associates Inc in Boston, MA, holding a Series 65 designation with 25 years of industry experience. L.F. Howard Associates provides portfolio management and consulting services to individuals, trusts and estates, and corporate clients. The firm manages approximately $96 million in client assets and develops individualized investment policies using a variety of analytical methods, implementing strategies ranging from long-term holdings to shorter-term trading across multiple asset classes. Its unique offerings include trustee and executor services by a Massachusetts-licensed attorney principal and work with private business entities, which contributes to a diverse client base.

Stephen Coville is a financial advisor at Alco Advisors, Inc. with 22 years of industry experience. He has been with Alco Advisors since 1987. Alco Advisors provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, corporations, and various institutional clients. The firm offers customized portfolio management using mutual funds, ETFs, and securities, and combines advisory services with non-advisory tax support.

Christopher De Roetth is the sole advisor at Account Management, LLC in Hingham, MA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has led Account Management, LLC since 1999. Account Management, LLC provides discretionary investment advisory services to a small number of high-net-worth individuals, families, trusts, foundations, and endowments. The firm focuses on public North American equities using a combination of fundamental and technical analysis and employs a broader set of instruments while generally avoiding margin or leverage.

Michael Durant Jr. is a Certified Financial Planner® with 21 years of industry experience. He is the sole advisor at Belmont Financial, LLC, where he has worked since 1992. Belmont Financial serves individual investors and small business clients by offering discretionary investment management and financial planning. The firm employs a globally diversified investment approach using no-load mutual funds, closed-end funds, and ETFs, with portfolios tailored to client risk tolerance and long-term goals.

Lucas Turton is a CFA® charterholder with nine years of industry experience. He is the principal advisor at Claritas Advisors, LLC and has previously worked at Webster Bank and Windham Capital Management, LLC. Claritas Advisors, LLC provides discretionary investment advisory and portfolio management services to individual and institutional clients, managing diversified multi-asset portfolios primarily using ETFs. The firm combines quantitative and fundamental analysis with an emphasis on risk management and tactical portfolio adjustments.

Kevin Maxwell is the sole advisor at Rivermax Financial Planning LLC in Boston, MA. He holds a Series 65 credential and has one year of industry experience. His prior roles include work with Rivermax Financial LLC, involvement in financial planning education through BU and Kaplan, and leadership positions in private companies Movie Skits Inc. and PicnicArea.com Inc. Rivermax Financial Planning LLC is an independent investment adviser providing discretionary portfolio management and both project-based and ongoing comprehensive financial planning for individuals and high-net-worth clients. The firm uses a combination of passive and active investment strategies, customized Investment Policy Statements, and model portfolios through the Altruist platform to implement asset allocation and security selection.

The world is waking up. And it needs more wealth in the hands of conscious people. I'm Julia — The Conscious CFP. I'm a fee-only, fiduciary CFP® who works with conscious creators and purpose-driven professionals who have built real wealth through soul-aligned work and are ready for a financial advisor who finally understands them. You've done the inner work. You think in terms of alignment, energy, and intention — not just returns and risk tolerance. You have questions about whether the old financial tools and the old financial playbook still make sense in the rapidly shifting world we're entering. And you've never found an advisor who could hold that complexity alongside a comprehensive wealth strategy. That's exactly what I do. I combine rigorous financial planning and investment management with a consciousness-forward philosophy. My clients hold diverse portfolios — real estate, alternative assets, traditional investments — and I build strategies that are resilient, values-aligned, and built for where the world is actually going, not just where it's been. I grew up off the grid in rural Massachusetts, built a career inside JPMorgan and Morgan Stanley, and have spent years doing my own deep inner work alongside serious financial study. I know both worlds from the inside — and I built my business because I got tired of watching high-earning, deeply intentional people settle for advisors who only spoke half their language.

Evergreen Wealth Management combines institutional-grade technology with the personalized attention of a boutique firm. We serve individuals age 50+ who want expert retirement guidance without the layers of complexity and fees that come with traditional firms. As a flat-fee, fiduciary advisor, we charge $725 per month—regardless of how much you have invested. That means no AUM-based fees, no commissions, and no incentive to sell you anything. Our only job is to help you make smart, confident financial decisions and guide you through retirement with clarity. We leverage tools like eMoney for retirement planning, Holistiplan for advanced tax analysis, Nitrogen for risk alignment, and Schwab’s iRebal® for efficient trading and portfolio management. You get the power of a large-firm platform—with direct access to a CFP® who knows your name, your values, and your goals. We help answer the questions that matter most: Are we financially ready to retire? What’s our optimal Social Security strategy? How do we minimize taxes and create steady income? How should we invest for both safety and growth? Every relationship starts with a personalized plan, built around your vision and your numbers—not generic assumptions. And we don’t stop there. As life evolves, we adapt your strategy, manage the details, and stay by your side through every decision that matters. Evergreen was founded by Nick Stevens, CFP®, after 12 years at a national investment firm. Tired of impersonal service and product-pushing incentives, he built Evergreen to give clients what they truly want: independent advice, fair pricing, and a relationship with someone who takes their retirement as seriously as they do. Nick lives in Boston with his wife Rachel, their young children, and a spirited dog named Sam. He’s a weekend DIYer, avid golfer, and firm believer that planning and consistency are the keys to success—in both life and investing. If you're looking for a modern advisor with both high-tech tools and high-touch service, Evergreen Wealth Management might be the partner you've been looking for.

Daniel Singh is a CFA® charterholder and financial advisor with eight years of industry experience. He has worked at LMCG Investments, LLC for twelve years before joining Dhyan Capital Management, where he has been since 2023. Dhyan Capital Management is a state-registered investment adviser providing discretionary asset management, financial planning, and consulting services. The firm employs a value-oriented, long-term investment approach with tactical asset allocation and uses various strategies including margin borrowing, short sales, and options.