Michael Wan is the sole advisor at Apperax Capital Management in Sharon, MA, holding a Series 65 license with 13 years of industry experience. He has been with Apperax Capital Management since 2012. Apperax Capital Management provides discretionary investment management primarily for high-net-worth individuals and qualified clients, focusing on long-term, value-oriented investing in undervalued companies. The firm uses proprietary research and manages concentrated portfolios with discretion, serving both individual and institutional investors.

Robert Skloff is a CFA® charterholder with 16 years of industry experience. He is the principal advisor at Silver Pine Capital, LLC, where he has worked since 2010, following a one-year tenure at Beck Bode Wealth Management. Silver Pine Capital is an independent investment adviser serving both individual and institutional clients, managing approximately $41.8 million in discretionary assets. The firm employs a value-oriented, fundamental investment approach with diversified portfolios across equities, fixed income, and alternatives, and is notable for offering performance-based compensation arrangements in select equity strategies.

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.

Thomas Mcauley is a financial advisor at EquityTrust with 21 years of industry experience. He has been with EquityTrust since 1979. EquityTrust provides discretionary investment management to individuals and a variety of private and institutional clients. The firm specializes in option strategies, primarily selling equity and index options to collect premium, and invests collateral in a range of interest-bearing and marketable securities.

David Morton is the principal of Oliver Investments with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morton Wealth Advisors Inc. and Iqvestments, LLC. Outside of investment management, he operates Hyde Park Consulting LLC, a business consulting firm. Oliver Investments, LLC is a Massachusetts-registered investment adviser serving high-net-worth individuals, business entities, and pooled investment vehicles. The firm combines quantitative methods and fundamental research in a long-term, intrinsic value–oriented investment approach while employing risk-management tools and a structured five-step process.

Alexander Burke is a CFP® and Series 65-licensed financial advisor with 14 years of experience. He is the sole advisor at Financial Solutions Associates, an independent firm based in Dedham, MA, where he has worked since 2012. Financial Solutions Associates provides discretionary investment management and financial planning primarily for individual clients, including high-net-worth individuals. The firm manages approximately $136 million on a discretionary basis and employs three model allocations—Aggressive, Balanced, and Conservative—using a mix of mutual funds, ETFs, stocks, bonds, and other publicly offered securities.

Steven Kruger is the sole advisor at Foresight Investing in Framingham, MA, holding a Series 65 designation and bringing 29 years of industry experience. He has managed Foresight Investing since 1996. Foresight Investing provides discretionary portfolio management to high-net-worth individuals, focusing on microcap growth equities primarily listed on NASDAQ. The firm employs a strategy combining fundamental and technical analysis, typically holding stocks for tax efficiency, and uses a performance-based compensation model for qualified clients.

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.

Mitchell Zides is a CFP® professional at Constant Guidance Financial, LLC with 20 years of industry experience. He has held roles at Pioneer Institutional Asset Management, Inc., Pioneer Funds Distributor, Inc., John Hancock Investment Management LLC, and Manulife Investment Management (US) LLC. In addition to his advisory work, he is a licensed real estate agent. Constant Guidance Financial provides wealth management, investment advisory, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm employs an active management approach combining macroeconomic analysis, security selection across various asset classes, option strategies like covered call writing, and AI-assisted research tools, while serving a diverse client base that includes both individual and corporate clients.

Walter Garbacik is a financial advisor at Augeo Wealth Management in Westwood, MA, holding Series 65 and Series 63 licenses with 20 years of industry experience. His career includes roles at National Financial Services LLC and Fidelity Investments, as well as work with Anabolyc LLC prior to joining Augeo Wealth Management in 2026. Augeo Wealth Management is a fee-only investment adviser serving primarily high-net-worth individuals, families, pre-retirees, retirees, small business owners, and trustees. The firm offers comprehensive wealth management with a fundamental, long-term investment approach that utilizes diversified, tax-efficient portfolios incorporating ETFs, individual securities, bond laddering, and alternative asset allocations where appropriate.

Thomas Terraccino is a CFA® charterholder and the sole advisor at Prudent Growth Investments LLC, with 18 years of industry experience. He previously worked at Wilkins Investment Counsel for 16 years and Kondracki Advisory, LLC for one year before joining his current firm in 2025. Prudent Growth Investments LLC is a Massachusetts-registered investment adviser that provides discretionary portfolio management primarily to individuals and high-net-worth clients. The firm employs fundamental analysis and a combination of long- and short-term trading strategies, focusing mainly on equities while incorporating mutual funds, ETFs, fixed income, and international securities in portfolios tailored to clients’ risk tolerance and objectives.

John Power is a CFP® professional with 20 years of experience in financial advising. He has worked at Goldense Group Inc. since 2002 and has operated Power Plans since 1993. Power Plans is a sole-practitioner firm based in Walpole, MA, serving fewer than twenty individuals or families. Power Plans offers comprehensive financial planning and investment advice primarily to individuals, families, active and retired military personnel, and small family-owned businesses. The firm emphasizes long-term, goal-oriented portfolios focused on diversification and asset allocation, with investment management generally provided through third-party managed portfolios.

New Shore Financial was born from my passion to help professional women navigate the challenges associated with financial changes in their lives. Too often, I see women who have remained hands-off or simply have no time when it comes to their family finances. When faced with new choices or challenges, they are not sure which is the best financial decision given their personal circumstances. I am committed to helping women understand and take control of their financial life. As a young woman, it was important for me to be financially independent. I remember hiring my first CPA to do my taxes and my father saying, “Don’t just file those away. Look them over and get an understanding of what’s going on”. I heeded his advice and learned I actually enjoyed diving into the numbers. I found that I had a strong interest in personal finance. I enjoyed reading about it, learning new strategies and implementing what I learned in my own financial life. My strengths and interests came together for me in a career path that allows me to help others navigate their own finances in a way they can understand, implement and feel confident about.

Paul Needham is a financial advisor at Colemma Asset Management LLC in Norwood, MA, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to his advisory role, he has held positions in the healthcare sector, including at Point32Health, where he manages a health insurance program. Colemma Asset Management LLC provides discretionary asset management services primarily to individual and high-net-worth clients, focusing on tailored portfolio management based on fundamental analysis and client-specific goals. The firm operates as a single-advisor practice and emphasizes personalized investment strategies without aggregating client trades.

Greg Dodge is a financial advisor with Dodge Wealth Management in Foxboro, MA, holding Series 63 and Series 66 licenses and having 31 years of industry experience. He worked previously at LPL Financial for 11 years before founding Dodge Wealth Management in 2014. Dodge has also served as an instructor for compliance-approved educational retirement seminars. Dodge Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages about $89 million across roughly 107 client relationships, emphasizing mutual funds and ETFs, employing fundamental analysis and modern portfolio theory within a long-term investment framework.

Scott Swartz is a CFP® professional with 16 years of experience in financial advising. He has worked at Andersonlane Associates, LLC since 2019 and previously spent eight years at TFC Financial Management, Inc. in Needham, MA. AndersonLane Associates is an independent, state-registered investment adviser serving individuals and high net worth clients with comprehensive financial planning and portfolio management. The firm combines fundamental and quantitative analysis, generally following Modern Portfolio Theory to build diversified portfolios using low-cost, tax-efficient ETFs and mutual funds, with selective use of active managers for less efficient markets.

Daniel Sullivan is the principal of Sullivan Retirement Resources, LLC in Wrentham, MA, holding Series 63, 65, and 66 licenses with 41 years of industry experience. He previously worked at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory work, he owns a consulting business that advises prospective students and parents on the college admission process. Sullivan Retirement Resources, LLC is a fee-based registered investment adviser serving individuals, high-net-worth clients, families, related entities, and small businesses. The firm provides comprehensive financial planning and discretionary investment advisory services through unaffiliated sub-advisors and third-party managers, employing a mosaic approach to portfolio analysis.

Sharon Lund is the sole advisor at SHARON LUND, FINANCIAL PLANNING, Inc. in Needham, MA, holding a Series 65 designation with 23 years of industry experience. She has been with her current firm since 2002. The firm provides independent financial planning and investment advice to individuals, trusts, small businesses, and non-profits, focusing on retirement planning, college funding, tax planning, estate-plan implementation, and insurance evaluation. Services are offered on a non-discretionary basis with an investment approach that emphasizes diversified, moderate-to-conservative allocations and fee arrangements based on hourly billing or retainer rather than asset-based fees.

Michael Sly is a CFP® with 25 years of industry experience, serving as the sole advisor at Strategic Financial Alliance, LLC since 2000. He is also a licensed CPA in Massachusetts, providing tax compliance and tax return preparation services to clients. Outside of financial advising, he manages a real estate holding and management company. Strategic Financial Alliance LLC offers investment advisory, management, comprehensive financial planning, and hourly consulting to individuals, corporations, and trusts. The firm focuses on mid- to long-term goal achievement through diversified asset allocation, regular portfolio reviews, and incorporates tax efficiency and cost control informed by Mr. Sly’s CPA background.

Philip Stockton is a CFP® with 16 years of industry experience and has been the sole advisor at Techgen Financial since 2008. He holds a Series 65 license and operates out of Sharon, MA. Techgen Financial is an independent firm offering fee-only holistic financial planning and advisory services to individuals and families. The firm focuses on long-term, globally diversified investment guidance that emphasizes tax efficiency and appropriate asset allocation, delivering services through comprehensive retainers or targeted project agreements.