David Rosen is the principal of Rosen Investment Management LLC in Needham, MA, holding a Series 65 credential with 12 years of industry experience. He has been with Rosen Investment Management since 2013 and also practices law at Rosen Law Group. Rosen provides legal services separately from his advisory role. Rosen Investment Management offers investment advisory services to individuals and high-net-worth clients by recommending allocation models and coordinating with an unaffiliated adviser, Matson Money, to implement and monitor portfolios. The firm’s process is based on modern portfolio theory and tailored asset allocation, without discretionary trading authority or custody of client assets.

Vitaly Veksler is a CFA® charterholder and holds a Series 66 license, with 12 years of industry experience. He has been the sole advisor at Beyond Borders Investment Strategies, LLC since 2014. Beyond Borders Investment Strategies, LLC provides discretionary portfolio management to institutional clients and individual investors, including high-net-worth individuals, trusts, and estates. The firm specializes in tax-efficient single-country equity ETFs, employing a country-macro value equity style that focuses on undervalued markets during periods of crisis and aims to support recovery while seeking investment returns.

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.

George Massey is a financial advisor at Ellisville Harbour Partners in Cambridge, MA, holding a Series 65 designation with five years of industry experience. He has worked at Mozaic Capital Advisors, AAG Energy, and Kirkwood & Company LLC, and is also the owner of Far West Consulting, a business consultancy. Ellisville Harbour Partners provides investment management and advisory services to high-net-worth individuals, trusts, and estates, focusing on long-term, concentrated equity portfolios typically holding 10–20 businesses. The firm emphasizes proprietary research and invests in large addressable markets, technology-driven transformations, and frontier markets including Asia and overlooked U.S. regions.

Mark Giometti is a CFP® professional with 18 years at Black Diamond Financial Planning, LLC in Arlington, MA. He has seven years of industry experience. The firm provides financial planning and portfolio management to individual investors, personal trusts, and estates, maintaining a small client roster. Black Diamond Financial Planning uses a long-term, goals-based investment approach, incorporating ETFs, mutual funds, and, when appropriate, individual stocks or bonds, supported by both fundamental and technical analysis.

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.

Richard Fucillo is a financial advisor at Commenda Capital Advisors in Cambridge, MA, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Commenda Capital Advisors since 2020. Outside of his advisory role, he is a voting board member of a hockey equipment manufacturing company. Commenda Capital Advisors provides investment advisory services primarily by selecting and overseeing unaffiliated money managers for individuals, trusts, estates, and charitable organizations, tailoring recommendations to client needs without directly managing portfolios.

Zachary Stuppy is a financial advisor at Brave Boat Capital Advisors in Boston, MA, holding Series 66 and Series 65 designations with 11 years of industry experience. He began his career at Credit Suisse Securities (USA) LLC before founding Brave Boat Capital, where he has worked since 2015. Brave Boat Capital Advisors offers financial planning, portfolio management, and investment consultation to individuals, high-net-worth clients, and retirement plans. The firm emphasizes customized planning and uses Modern Portfolio Theory combined with tactical shifts, Core-and-Satellite allocations, and momentum-based overlays, including derivative strategies for qualified clients.

Stephen Lanczycki is a financial advisor at Value Financial Partners LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Sun Life Financial, AAA Life Insurance Company, and John Hancock. Outside of his advisory role, he serves as Director of Actuarial and Finance Governance at Sun Life Financial. Value Financial Partners provides discretionary asset management and financial planning services to individuals, high net worth clients, trusts, small businesses, and estates. The firm follows a passive, buy-and-hold investment approach based on modern portfolio theory, using index funds and ETFs, and generally operates with discretionary trading authority.

Alexander Schramm Von Blucher is a financial advisor at Von Blucher Capital LLC in Boston, MA. He holds a Series 65 designation and has one year of industry experience, including prior work at Tyr Securities LLC. Von Blucher Capital LLC is an independent, fee-only advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management and project-based financial planning, employing a combination of fundamental, technical, and charting methods within a Modern Portfolio Theory framework.

Kelly Gushue is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Bellatrice Wealth. Prior to founding Bellatrice Financial LLC in 2026, Kelly worked at Fidelity Investments and held roles at Natixis Global Asset Management, AllianceBernstein L.P., and Citigroup Global Markets. In addition to advising, Kelly operates a financial coaching business through Personal Finance Warrior LLC. Bellatrice Wealth provides wealth management and financial planning services to individuals and high-net-worth clients, using a fee-only, percentage-of-assets model. The firm employs a blended investment approach that combines fundamental, cyclical, and charting analysis with Modern Portfolio Theory to create diversified portfolios tailored to client goals and risk tolerance.

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 bringing 24 years of industry experience. His prior roles include positions at Alternative Capitalis, LLC and LPL Financial. 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 advises individual and small business clients, managing approximately $14 million with a focus on discretionary portfolio management and financial planning. The firm employs model portfolios and a combination of technical and fundamental analysis tailored to client objectives.

Steven Ayers is the principal of Steven Ayers & Company, an independent advisory firm based in Cambridge, MA. He holds the CFA® designation and Series 63 license, with 23 years of industry experience. Since founding his firm in 2002, he has focused on discretionary and non-discretionary investment management. Steven Ayers & Company manages approximately $88.6 million for individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs an active, fundamental research approach across a broad range of asset classes to construct portfolios tailored to clients’ objectives and risk tolerance.

Gwendolyn Floyd is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. She previously operated her own independent advisory and CPA firms from 2010 to 2023. Floyd provides financial planning, consulting, and tax preparation services through her independent business activities. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, a variety of model portfolios, and flexible investment solutions that combine advisory and brokerage services.

Derek Chin is a CFA® charterholder and the sole advisor at Northquant Capital Management, LLC, where he has worked since 2012. He has six years of industry experience and is based in Wellesley, MA. Northquant Capital Management, LLC provides discretionary portfolio management primarily to individuals and high-net-worth clients. The firm employs a combination of fundamental, quantitative, and technical analysis to design equity-based strategies, incorporating both long- and short-term trading techniques with risk management tailored to each client’s investment policy.

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 from 2014 to 2020. Thrive Investments offers investment management and a subscription-based online financial planning portal for individuals, high-net-worth clients, and charitable organizations. The firm’s approach uses quantitative analysis and model allocations with low-cost ETFs, providing multiple strategy options and tax-aware portfolio management, with client accounts maintained exclusively at Schwab Institutional.

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.

Chad Onufrechuk is a financial advisor at Cascade Wealth LLC with five years of industry experience. He holds the Series 65 designation and previously worked at Adviser Investments LLC for 20 years. Cascade Wealth LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates, acting as a fiduciary for retirement accounts including ERISA and IRAs. The firm uses a primarily long-term investment approach with diversified portfolios consisting of exchange-traded funds, mutual funds, individual equities, and fixed income, incorporating both fundamental and technical analysis.