Samuel Burns is a CFA® charterholder with 20 years of industry experience. He has been with Mill Street Research LLC since 2016, where he is the sole advisor. Mill Street Research provides non-discretionary investment research to institutional clients through subscription-based access to reports covering asset allocation, sector and industry selection, and a global quantitative stock-selection process. The firm focuses on data-driven analysis using publicly available financial and macroeconomic data, serving institutional subscribers without managing client assets or executing trades.

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.

Christopher Benoit is a CFP® with seven years of experience in financial advising, currently operating as the sole advisor at CB Capital LLC. He also serves as Vice President of Anchor Auto Group, an automotive dealership, and is President and owner of CB Capital Reinsurance Ltd., an automotive reinsurance company. Benoit has been involved in the automotive industry since 1998 alongside his advisory work. CB Capital LLC provides financial planning and portfolio management for individuals and high-net-worth clients, as well as retirement plan consulting for employer-sponsored plans. The firm also offers specialized reinsurance consulting for automotive reinsurance companies, combining expertise in retirement plans with automotive-related financial services.

Eric Tetschner is a financial advisor with Tetschner Financial Services in Ashland, MA, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience and has operated his independent advisory firm since 2007. Prior to and alongside his advisory work, he has been affiliated with LPL Financial. Tetschner Financial Services provides advisory and financial planning services primarily to pooled vehicles and institutional clients, offering consultative, non-transactional guidance tailored to client needs. The firm employs a variety of investment approaches, including Modern Portfolio Theory and quantitative methods, and typically recommends diversified vehicles such as mutual funds and ETFs.

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.

Mitchell Zides is a CFP® professional with 19 years of experience in the financial industry. He is the sole advisor at Constant Guidance Financial, LLC, an independent firm based in North Attleboro, MA. Prior to founding his firm, he has worked with Pioneer Institutional Asset Management, Inc. and Pioneer Funds Distributor, Inc. Additionally, he is a licensed real estate agent, dedicating a small portion of his time to that activity outside of trading hours. Constant Guidance Financial is a fee-only, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm employs a client-specific investment approach using fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis with a focus on fiduciary standards and institutional custodian support.

Jeremy Hartman is the sole advisor at his independent firm in Hopkinton, Massachusetts, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has operated as a sole proprietor since 2008. In addition to financial advisory services, he is a seasonal income tax preparer, working on personal tax returns each year from January through April. Hartman primarily serves individual clients, including trusts and estates, managing about 60 client relationships and $1.55 million in assets. His firm offers portfolio management along with financial, retirement, college, estate, and insurance planning, employing a tailored investment approach that uses both fundamental and technical analysis across various asset classes. The firm utilizes separately managed account platforms with limited discretionary authority, avoiding custody or direct trade execution.

Jeffrey Bograd is the principal of Fourth Quarter Retirement Strategies, LLC in Hopkinton, MA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at John Hancock from 2015 to 2020. Fourth Quarter Retirement Strategies provides project-based and ongoing financial planning for individual and high-net-worth clients, focusing on retirement and decumulation planning, tax and estate planning, and business planning. The firm offers fee-only, non-discretionary advice based on Modern Portfolio Theory and a primarily passive investment approach, and it regularly conducts educational seminars and speaking engagements.

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.

Joseph Williams is a financial advisor at Williams Wealth Management in Hopkinton, MA, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to founding his independent firm, he worked at Northwestern Mutual Wealth Management Company, Investment Services LLC, and Life Insurance Company from 2019 to 2020, and spent eight years at Staples Inc. Williams Wealth Management provides discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes a long-term, ETF-centric approach, incorporating low-cost ETFs, fundamental analysis, technical indicators, and disciplined use of options for downside protection and risk management.

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 founding Colemma, he worked in the healthcare sector, including roles at Harvard Pilgrim Health Care, Steward Health Care Network, and currently serves as a program manager at Point32Health. Colemma Asset Management LLC provides discretionary asset management services to individual and high-net-worth clients, emphasizing personalized portfolio management based on fundamental analysis, long-term investment strategies, and adherence to client-specific goals and restrictions. The firm operates as a single-advisor practice and maintains active oversight of client portfolios through quarterly reviews and tax-loss harvesting.

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 principal of SHARON LUND, FINANCIAL PLANNING, Inc., an independent firm based in Needham, MA. She holds a Series 65 designation and has 22 years of experience in financial planning. Since founding her firm in 2002, she has provided non-discretionary financial advice to a modest client base. Her firm offers independent financial planning and investment advice to individuals, trusts, small businesses, and non-profits, focusing on retirement, tax and estate planning, college funding, and insurance evaluation. The firm uses a fee model based on hourly billing or retainer arrangements rather than assets under management, emphasizing diversified, moderate-to-conservative portfolios with tax efficiency and low turnover.

Michael Sly is a CFP® with 24 years of industry experience and has been the principal advisor at Strategic Financial Alliance, LLC since 2000. He is also a licensed Certified Public Accountant in Massachusetts and provides tax compliance and tax return preparation services to some clients. Outside of his advisory work, he manages Sage Properties, LLC, a real estate holding and management company. Strategic Financial Alliance LLC offers investment advisory, portfolio management, and comprehensive financial planning services to individuals, corporations, and trusts. The firm’s investment approach incorporates asset allocation, diversification, and tax efficiency, with a notable integration of tax considerations into investment decision-making due to the principal’s CPA credentials.