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.

Mary Montanari is the founder and sole advisor of Montanari Financial Advisors Inc. in Norwell, MA. She holds the CFP® designation and has 27 years of industry experience, having led her independent firm since 1999. Montanari Financial Advisors is an independent, single-advisor registered investment adviser serving individual and trust clients with discretionary investment management and fee-for-service financial planning. The firm employs a top-down investment approach combining fundamental and technical analysis, managing diversified portfolios across various asset classes while adhering to a selective client intake policy and accommodating customized investment preferences.

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.

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 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.

Walter Garbacik is a financial advisor with Augeo Wealth Management in Westwood, MA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His work history includes roles at National Financial Services LLC from 2018 to the present and Fidelity Investments from 2015 to 2018. Augeo Wealth Management is a fee-only investment adviser serving high-net-worth individuals, families, pre-retirees, retirees, small business owners, and trustees. The firm provides comprehensive wealth management with a fundamental, long-term investment approach, utilizing diversified, tax-efficient portfolios and alternative investment options where appropriate.

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.

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.

Matthew Gallagher is a financial advisor with Odinic Advisors LLC in Plympton, MA, holding a Series 66 designation and 12 years of industry experience. He has worked at Gallagher Brokerage and BNI Nemasket and has served as a licensed attorney since 2006. Outside of investment advising, he is an insurance agent, a licensed real estate broker, and provides tax planning and consulting services, particularly during tax season. Odinic Advisors LLC serves individual clients, high-net-worth individuals, charitable organizations, and business entities, offering financial planning, investment management, and ERISA Section 3(38) fiduciary services. The firm emphasizes customized asset-allocation strategies using both fundamental and technical analysis, maintaining regular portfolio monitoring and client reviews.

The world is waking up. And it needs more wealth in the hands of conscious people. I'm Julia — The Conscious CFP. I'm a fee-only, fiduciary CFP® who works with conscious creators and purpose-driven professionals who have built real wealth through soul-aligned work and are ready for a financial advisor who finally understands them. You've done the inner work. You think in terms of alignment, energy, and intention — not just returns and risk tolerance. You have questions about whether the old financial tools and the old financial playbook still make sense in the rapidly shifting world we're entering. And you've never found an advisor who could hold that complexity alongside a comprehensive wealth strategy. That's exactly what I do. I combine rigorous financial planning and investment management with a consciousness-forward philosophy. My clients hold diverse portfolios — real estate, alternative assets, traditional investments — and I build strategies that are resilient, values-aligned, and built for where the world is actually going, not just where it's been. I grew up off the grid in rural Massachusetts, built a career inside JPMorgan and Morgan Stanley, and have spent years doing my own deep inner work alongside serious financial study. I know both worlds from the inside — and I built my business because I got tired of watching high-earning, deeply intentional people settle for advisors who only spoke half their language.

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.

Daniel Singh is a CFA® charterholder and financial advisor with eight years of industry experience. He has worked at LMCG Investments, LLC for twelve years before joining Dhyan Capital Management, where he has been since 2023. Dhyan Capital Management is a state-registered investment adviser providing discretionary asset management, financial planning, and consulting services. The firm employs a value-oriented, long-term investment approach with tactical asset allocation and uses various strategies including margin borrowing, short sales, and options.

Erica Wright is a financial advisor at Wright Financial with six years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at AE Wealth Management, Northwestern Mutual, and New York Life. Wright Financial provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients. The firm employs a multi-method investment approach incorporating charting, fundamental and quantitative analysis, and modern portfolio theory, and offers both fixed-fee and hourly financial planning arrangements.

Katie Macdonald is a CFP® professional with 17 years of industry experience. She is the sole advisor at MacDonald Wealth Management, LLC, where she has worked since 2016 following prior experience at Beck Bode Wealth Management. MacDonald Wealth Management provides portfolio management, financial planning, and related services to individuals, high-net-worth clients, and charitable organizations. The firm offers specialized tax preparation and a Sports & Entertainment division, delivering financial planning, investment management, and career counseling tailored to athletes and their support networks.

Stuart Nagode is a CFA® charterholder with 23 years of experience in the financial industry. He has been the sole advisor at Dover Investment Advisory Corporation since 2001. Dover Investment Advisory Corporation provides discretionary portfolio management to individuals, trusts, and corporations, managing approximately $135 million across about 45 client relationships. The firm employs broadly diversified, low-cost investment strategies primarily using index mutual funds and ETFs, with selective active management in specific market segments.

Peter Bernardi is the sole advisor at New Century Investment Management, L.L.C., an independent firm based in Hanover, MA. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Since 2004, he has been affiliated with both New Century Investment Management and LPL Financial. Outside of his advisory work, he serves as assistant treasurer and treasurer for the South River Beach Club, a nonprofit organization. New Century Investment Management provides pension consulting services to plan sponsors, trustees, businesses, and charitable organizations. The firm focuses on investment policy guidance, mutual fund selection, monitoring, performance reporting, and participant education without managing individual client assets or offering retail portfolio management.

Michael Najarian is a financial advisor at Najarian Financial LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research and Closing Time. In addition to his advisory work, he is a licensed independent life insurance agent and provides accounting and tax preparation services. Najarian Financial LLC offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and corporate entities. The firm employs a primarily non-discretionary investment approach that integrates multiple analytical methods and includes a range of investment options from mutual funds to private placements.

Jingsong Xu is the principal advisor at Growth Vision Asset Management LLC, an independent firm based in Sharon, MA. He holds a Series 65 designation and has 11 years of industry experience. Since founding Growth Vision Asset Management in 2013, he has focused on managing portfolios specializing in small- and mid-cap biotechnology equities. Growth Vision Asset Management provides discretionary portfolio management to qualified clients, including high-net-worth individuals, investment clubs, and institutional investors such as fund-of-funds and family offices. The firm employs a fundamental-analysis-driven strategy with long-term positions, low turnover, and no use of derivatives or short sales.