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.

Dana Levit is a CFP® and holds a Series 65 license with 24 years of industry experience. She has worked at Back Bay Financial Group, Inc. since 2001. Levit is the sole advisor at Paragon Financial Advisors, an independent firm based in Newton, MA. Paragon Financial Advisors provides comprehensive financial planning and investment advisory services for individuals and families, including retirement, tax and estate planning, risk management, and small-business planning. The firm offers tailored investment guidance on a non-discretionary, fee-only basis, utilizing no-load mutual funds, ETFs, government securities, and individual bonds.

My Philosophy on Money While there is plenty of academic research that suggests money doesn’t make you happy once your basic needs are met, I do think it has a lot of potential to make you unhappy no matter how much you have. I, therefore, seek first and foremost to use money as a tool for achieving equanimity and peace of mind for my clients. My goal is not to help you maximize your net worth or income but instead to help you think through your values and act accordingly. Money, when handled correctly, can be an incredible tool for reducing stress, achieving a feeling of security for you and your family and giving you the freedom to pursue your dreams. My hope is that I can be a coach and guide to help you along that path. My Qualifications Other than your health, your money is perhaps the most personal and impactful area of your life. Just like with your doctor, trust is crucial. So why should you trust me to know what I’m doing? Here are a few of the things that I’ve done that have prepared me to handle your money with care and expertise. - I have nearly two decades of experience in financial services at multiple well-known firms, including Fidelity Investments, Charles Schwab and Goldman Sachs. - I have earned the well-regarded Chartered Financial Analyst (CFA) designation. If you’re unfamiliar with the CFA you can read more about it on the CFA Institute website, but the following is a brief excerpt: “The CFA designation is one of the most respected and recognized investment management designations in the world. To earn the charter, candidates must pass all three levels of the exam, which is considered to be the most rigorous exam in the investment profession … Less than one in five candidates who begin the program end up finishing … Candidates study approximately 1,000 hours on average to master 8,500 pages of curriculum. The CFA Program curriculum includes ethical and professional standards; financial reporting and analysis; corporate finance; economics; quantitative methods; equity; fixed income; alternative investments; derivatives; portfolio management; and wealth planning.” - I have an MBA in Finance from the Wharton School at the University of Pennsylvania, ranked by Forbes Magazine as the #1 MBA program in the country and by US News and Bloomberg BusinessWeek as among the top 3. On a personal note I live with my wife and two young children in Boston, Massachusetts where I enjoy spending as much time as possible outside with my family and appreciating everything the city has to offer. I’ve run nearly a dozen marathons, including a personal best of just under 2 hours 55 minutes at the 2017 Boston Marathon. In my spare time I love to learn about anything and everything and am an avid reader of books of all types.

Wendy Pyne is a financial advisor at Protegro, Inc. with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior work includes roles at Financial & Tax Architects and Gradient Advisors, LLC. Outside of her advisory work, she is a managing director at Polka Dot Powerhouse and a member of the Ashland Business Association. Protegro, Inc. is a small, independent registered investment adviser serving individuals, families—including high-net-worth clients—and small businesses. The firm provides discretionary portfolio management through third-party sub-advisors and offers financial and retirement planning while maintaining client relationships and monitoring investment objectives.

Gregory Peterson is a CFA® charterholder with 20 years of industry experience. He has been the sole advisor at Adaptive Financial Solutions, Inc. since 2018. Adaptive Financial Solutions is an independent, fee-only advisory firm serving individual clients and small businesses with coordinated financial planning and investment management. The firm employs a long-term, globally diversified, tax-aware investment approach using low-cost mutual funds and ETFs, and typically exercises discretionary trading authority.

Catherine Smith is a CFA® charterholder and the sole advisor at Nobscot Investment Management LLC, with 10 years of industry experience. She has been with Nobscot Investment Management since 2016. Nobscot Investment Management provides customized investment management services to individuals, IRAs, trusts, small endowments, and charitable organizations. The firm combines fundamental bottom-up company analysis with top-down macroeconomic assessment, focusing on multi-year investment horizons and low turnover.

Joseph Guinta is the sole advisor at Fair Haven Capital LLC in Westwood, MA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has led Fair Haven Capital since 2013. Fair Haven Capital provides discretionary investment management and project-based consulting to individuals, high-net-worth clients, trusts, businesses, and charitable organizations. The firm focuses on customized, concentrated portfolios using bottom-up fundamental analysis and employs active strategies such as shorting, options, and margin alongside fixed-income investments.

Scott Holley is a financial advisor at Sage Wealth Capital with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Four Barrell Capital Management and Mobile Paradigm Group. Outside of advising, Holley provides software consulting services for Fave App, LLC. Sage Wealth Capital is an independent, single-advisor firm offering asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined investment approach focusing on wealth preservation and long-term growth, utilizing a Growth-at-a-Reasonable-Price equity selection framework and a structured fixed-income strategy.

David Tomasetti is a CFP® with 21 years of industry experience and the principal of Tomasetti Investment Group, LLC, an independent advisory firm based in Needham, Massachusetts. He has managed his solo practice since 2003. Tomasetti is also a licensed insurance producer, providing insurance services on an as-needed basis outside his advisory role. Tomasetti Investment Group, LLC serves individuals, trusts, and company profit-sharing plans, managing approximately $60.6 million in discretionary assets. The firm employs a custom-managed, asset allocation approach with an index and value orientation, using a range of investment instruments tailored to client objectives and risk tolerances.

Vache Astarjian is a financial advisor at Waterstone Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Waterstone Advisors since 2012. Outside of his advisory role, he serves as an unpaid volunteer member of the investment sub-committee for the National Association for Armenian Studies and Research's endowment fund. Waterstone Advisors serves individuals, families, non-profits, small businesses, and other advisory firms, providing discretionary portfolio management, securities research, and consulting. The firm primarily focuses on equity management using fundamental analysis and employs a fiduciary approach while avoiding derivatives and other complex products.

Mark Majka is a CFA® charterholder with 14 years of industry experience, currently serving as the sole advisor at MJM Investment Advisors, Inc. He has worked at Kastel Capital Advisors, LLC since 2019 and has been with MJM Investment Advisors since 2011. Since 2020, he has also served as an outsourced Chief Investment Officer for Pension and Wealth Management Advisors, providing investment research and portfolio construction input. MJM Investment Advisors, Inc. is a fee-only registered investment adviser that offers discretionary portfolio management to individuals and small institutions. The firm employs a combination of top-down asset allocation and bottom-up fundamental analysis across multiple equity and balanced strategies, with client communications including quarterly performance reports and an Investment Outlook.

Adam Cole is the sole principal of Infinite Summer Financial Planning and holds a Series 65 designation with one year of industry experience. Prior to founding his firm, he has worked as a math teacher at Needham High School since 2007. Outside of his financial advisory role, he continues his employment in education. Infinite Summer Financial Planning provides fee-only financial planning and educational seminars for individuals, including high-net-worth clients. The firm does not manage client assets or accept custody and offers both ongoing and project-based engagements tailored to client needs, providing written comprehensive plans and investment recommendations without implementing trades.

Aaron Gardiner is the principal of Gardiner Financial, Inc., an independent investment advisory firm. He holds a Series 65 designation and has eight years of experience in the financial industry. Gardiner is also a practicing orthopedic surgeon and partner at Newton Wellesley Orthopedic Associates, where he has worked since 2009. Gardiner Financial is a fee-only, state-registered adviser serving individual and high-net-worth clients with customized portfolio management and financial planning. The firm primarily uses passive, asset-class-based portfolios with low-cost index funds and ETFs, supplemented by additional analysis as needed, focusing on individualized plans rather than high-volume reporting.

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 and Series 63 licensed advisor with 16 years of industry experience. He has been with Silver Pine Capital, LLC since 2010 and previously worked at Beck Bode Wealth Management, LLC. Silver Pine Capital is an independent investment adviser serving both individual and institutional clients with discretionary portfolio management, financial planning, and related services. The firm employs a value-oriented investment approach, combining bottom-up stock selection with top-down macroeconomic research, and offers several proprietary equity strategies and option overlay techniques.

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.

I’m Glenn Brown, a Certified Financial Planner™ and Chartered Retirement Planning Counselor with 30 years in wealth management. In 2017, I founded PlanDynamic, LLC to provide fee-only fiduciary advice, investment management, and comprehensive financial planning directly to motivated individuals. I focus on financial independence—not just retirement. By aligning your plan with your values, we build a staged, evolving roadmap that opens new choices along the way. Using adaptable technology, we model scenarios, track progress, and adjust actions in real time, so you understand the impact of every decision. As a ‘Sandwicher’ raising two daughters while supporting aging parents alongside my wife Karina, I understand the challenges of balancing time, priorities, and decisions to benefit both now and in the future. My goal is simple: help you gain clarity, act with confidence, and enjoy your journey to financial independence.

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.

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.