Ryan Lee Young is a financial advisor at Philosophe Financial with Series 63 and Series 65 credentials and two years of industry experience. Prior to his advisory role, he worked at Vynamic LLC for seven years, Putnam Associates for two years, and Johns Hopkins University for three years. Philosophe Financial provides fee-only financial planning and non-discretionary investment advisory services to individuals and households, focusing on written financial plans, portfolio construction, and asset allocation. The firm operates primarily on an hourly and pre-purchased planning basis and serves as a fiduciary, delivering individualized advice without discretionary trading authority.

Brenda Wenning is the sole advisor at Wenning Investments, LLC, an independent firm based in Waban, MA. She holds a Series 65 designation and has 22 years of industry experience, including 18 years leading her own firm. Wenning Investments provides portfolio management and investment advisory services to individual and high-net-worth clients, focusing on personalized investment policy statements and risk-tolerant portfolio management. The firm employs a range of analytical methods and manages diversified portfolios with both long-term and short-term strategies.

Bing Lu is a financial advisor at Vesta Investment Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Vesta Investment Advisors since 2017, following two years at Vesta Investment, Inc. Located in Brookline, MA, he is the sole advisor at his independent firm. Vesta Investment Advisors provides discretionary portfolio management to individual investors, pooled investment vehicles, and corporate clients. The firm manages private funds and emphasizes a long-term, multi-analytical investment approach that integrates charting, cyclical, fundamental, quantitative, and technical analysis with risk-based asset allocation and security selection.

Marc Silk is a financial advisor at Silk Investment Advisors in Medfield, MA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at C. Silk And Sons since 2011 and has been associated with Delta Equity Services Corporation since 1998. Silk Investment Advisors provides discretionary portfolio management to individuals, high-net-worth clients, trusts, pension plans, and various business entities through separately managed accounts. The firm employs a long-term, patient Cash Rich Fallen Angel (CRFA) strategy focused on small and micro-cap securities, including non-U.S. issuers, and is notable for its concentrated positions and emphasis on balance-sheet analysis and turnaround prospects.

Harold Simansky is the sole advisor at Simansky Investments, LLC, an independent firm based in Brookline, MA. He holds a Series 65 designation and has 23 years of industry experience, including roles in management consulting, a residential energy-efficiency startup, and part-time work as a business-school admissions consultant. He has been involved with Educational Investments, LLC since 2003. Simansky Investments is a fee-only advisory firm serving primarily individuals and families with investment management and financial planning. The firm employs an evidence-based, low-cost passive investment approach using index funds and manages client assets on a non-discretionary basis, emphasizing alignment with client objectives and risk tolerance.

Zachary Stuppy is a financial advisor at Brave Boat Capital Advisors in Boston, MA, holding Series 65 and Series 66 licenses with 11 years of industry experience. He has been with Brave Boat Capital since 2015. Brave Boat Capital Advisors provides financial planning, portfolio management, and investment consultation to individuals, high-net-worth clients, and retirement plans. The firm combines Modern Portfolio Theory with tactical shifts, Core-and-Satellite allocations, and momentum-based overlays, offering customized plans and access to a broad investment universe including derivatives for qualified clients.

Stephen Lanczycki is a financial advisor at Value Financial Partners LLC with a Series 65 designation. He has experience at firms including Sun Life Financial and John Hancock, and currently holds a senior actuarial and finance governance role at Sun Life Financial. Value Financial Partners LLC is a newly registered investment adviser offering discretionary asset management and optional financial planning. The firm generally serves individuals, high-net-worth clients, trusts, small businesses, and estates, employing a passive, buy-and-hold investment approach grounded in modern portfolio theory.

William Wrean is the sole advisor at Sacajawea & Company, LLC, an independent firm based in Wellesley, MA. He has 21 years of industry experience and has been with Sacajawea & Co. since 1989. Outside of his advisory role, he serves as Treasurer of Oasis Semiconductor, Inc., a position unrelated to investment activities. Sacajawea & Company manages discretionary portfolios for high-net-worth individuals, trusts, foundations, retirement accounts, and pooled investment vehicles, including charitable organizations and fiduciary accounts. The firm employs a fundamental, long-term investment approach based on independent analysis of extensive historical financial data and manages diversified portfolios without the use of derivatives or leverage.

William O'Donnell is a financial advisor at Donal Fiduciaries with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Alan Biller and Associates from 2015 to 2017. Donal Fiduciaries provides ongoing investment advisory services to individuals, trusts, and institutional clients, including pension plans and endowments. The firm offers customized recommendations through a process that combines strategic asset allocation, macroeconomic and technical analysis, and fundamental security selection, primarily operating on a non-discretionary, consultative basis.

Craig Harsfield is a financial advisor with Collaborative Financial Solutions LLC in Brookline, MA, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Alternative Capitalis, LLC and LPL Financial LLC. He serves as chairperson of the Professional Advisors Committee for the Brookline Community Foundation and is a board member of the Pierce School Extended Day after school program. Collaborative Financial Solutions LLC provides discretionary portfolio management and financial planning to individual and small business clients, utilizing model portfolios and third-party money managers. The firm emphasizes asset allocation and manager selection, combining advisory services with licensed insurance offerings.

Derek Chin is a CFA® charterholder and principal of Northquant Capital Management, LLC, an independent firm based in Wellesley, MA. He has 14 years of experience with Northquant and six years in the financial industry overall. Northquant Capital Management offers discretionary portfolio management primarily to individuals and high-net-worth clients, focusing on equities and equity derivatives. The firm uses a combination of fundamental, quantitative, and technical analysis across various strategies, including long- and short-term trading and options, with client accounts monitored regularly and reported quarterly.

Trevor Gailun is a CFP® with seven years of industry experience, currently serving as the sole advisor at Thrive Investments, LLC in Wellesley, MA. He previously worked at Wellesley Investment Partners for six years before founding Thrive Investments in 2022. Thrive Investments provides ongoing investment management and a subscription-based online financial planning portal for individuals, high-net-worth clients, and charitable organizations. The firm’s investment approach emphasizes quantitative analysis and model allocations using low-cost ETFs, offering nine strategy options with tax-aware portfolio management and discretionary authority when authorized.

Patrick Lyte is the sole advisor at The Financial Network Group, holding a Series 65 designation with 18 years of industry experience. He has been with The Financial Network Group since 2001. Outside of his advisory work, he is president and owner of PRL Associates, a firm specializing in accounting, tax services, audit and risk management, and business consulting. The Financial Network Group provides investment advisory and financial planning services to individuals, trusts, estates, and small businesses. The firm follows a structured, five-phase advisory process and a buy-and-hold investment approach, combining portfolio management with coordinated tax and accounting support through its affiliated accounting entity.

Jeremy Bohne is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He has been the principal advisor at Paceline Wealth Management, LLC since 2017. Paceline Wealth Management serves individual and high-net-worth clients, offering wealth management services that include discretionary and non-discretionary portfolio management, financial planning, and retirement-account guidance. The firm employs a primarily long-term investment approach using fund, fundamental, and cyclical analysis to tailor portfolios to client goals and risk tolerance, and also provides pension-related participant account management and consulting for employer plans.

Caleb Smith is a CFP® and CFA® with one year of experience, currently serving as the sole advisor at Westmoor Wealth LLC in Boston, MA. Prior to founding Westmoor Wealth in 2025, he worked at SageView Advisory Group, Edelman Financial Engines, Forward Financing, and Fidelity Management & Research. Westmoor Wealth provides wealth management and financial planning services to individuals and high-net-worth clients, offering both discretionary and non-discretionary investment management. The firm utilizes a fundamentally based, long-term oriented investment process with customized portfolio construction employing low-cost mutual funds and ETFs, supplemented by individual stocks and bonds as needed, and it routinely recommends unaffiliated independent managers without accepting direct compensation from them.

Ichiro Ishiguro is a CFA® charterholder and the sole advisor at Balanstone, LLC, an independent firm based in Newton, MA. He has 10 years of industry experience and has led Balanstone since its founding in 2015. Balanstone provides ongoing portfolio management and subadvisory services to individuals, high-net-worth clients, corporations, and other investment advisers. The firm employs a long-term, fundamental equity investment approach focused on company fundamentals, future cash flows, and secular growth trends, managing accounts primarily on a discretionary basis with regular portfolio reviews.

Brian Foley is a CFP® with 17 years of industry experience and is the sole advisor at BCF Law Group, LLC in South Boston, MA. He has operated BCF Law Group since 2008 and maintains a private law practice through the Law Offices of Brian C. Foley. In addition to his advisory and legal work, he prepares individual income tax returns and is a licensed independent insurance agent. BCF Law Group is an independent investment adviser serving individual clients with financial planning and discretionary portfolio management. The firm employs a conservative, low-turnover investment approach tailored to clients’ personal circumstances, integrating estate, tax, and insurance services alongside its core investment advice.

Gerald Loftin is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of industry experience. He has worked at Proficient Wealth Counselors, LLC since 2011 and previously spent nine years with Commonwealth Financial Network. Loftin is also a licensed insurance agent. Proficient Wealth Counselors, LLC provides discretionary asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The firm emphasizes continuous account supervision and uses proprietary model portfolios predominantly composed of exchange-traded funds tailored to client objectives and risk tolerances.

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.

James Carlson is a financial advisor at Carlson Planning Company with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including Gannet Wealth Advisors and Mass Mutual Investors Services. Outside of advising, he is involved with Entropy Mining, focusing on consulting and deployment of data center infrastructure for energy demand response, and also conducts financial education presentations. Carlson Planning Company serves individual clients, high-net-worth individuals, small businesses, and retirement plan sponsors, offering comprehensive financial planning and portfolio management. The firm employs a Modern Portfolio Theory approach with diversified, cost-efficient investments and provides both discretionary and nondiscretionary management alongside flexible planning engagements.