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.

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 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.

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 in Rockland, MA, with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at AE Wealth Management and Northwestern Mutual during her career. Wright Financial provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients. The firm’s investment approach integrates charting, fundamental and quantitative analysis, and modern portfolio theory, utilizing various trading strategies alongside model-based allocations through a sub-advised program with SEI.

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.

Thomas Gaylord Jr. is a Series 65 licensed financial advisor with over a decade of experience, including ten years at Liberty Mutual Investments and currently serving at Autumn Lane Advisory LLC since 2025. He is based in Norwell, MA. Autumn Lane Advisory LLC is a recently established investment adviser that provides portfolio management and financial planning to individuals, high-net-worth clients, and family offices, as well as private markets consulting to institutional investors and private fund sponsors. The firm combines retail portfolio management with institutional advisory services and employs a customized investment process that integrates fundamental analysis, modern portfolio theory, and quantitative techniques.

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.

Do you have financial goals but aren't sure what steps you need to take to achieve them? Need help prioritizing? I help clients simplify their finances and develop a clear plan for building and preserving wealth, so they can focus on life's other priorities. I have over 20 years' experience working with busy professionals, retirees and their families. Credentials and education: Certified Financial Planner® Professional MBA, Northeastern University BS, Biology, University of Ottawa I grew up in Canada and moved to Boston to attend graduate school. After working at a large regional accounting firm, I founded Clearvue Advisors to provide unbiased fee-only financial planning advice and investment management services. I am based in Milton, MA, serving clients in the Boston area and nationwide virtually. Financial planning is not a one-time event. It's a process that helps you make well informed decisions throughout your life. My goal is to help you achieve peace of mind knowing you have someone to guide you through life's many transitions. Contact me for a free consultation to see if we're a good fit.

Christopher Kristian is a financial advisor with Legacy Investment Advisors Inc. in Braintree, MA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Legacy Investment Advisors since 2000 and previously worked at Triad Advisors, LLC, and Osaic Wealth, Inc. Outside of his advisory role, he serves as an executive vice president at TWG Insurance Agency LLC and is involved in charitable activities through a personal LLC related to pleasure sailing. Legacy Investment Advisors serves individuals, trusts, closely held business owners, and certain pension and corporate clients, providing investment advice and portfolio management primarily through third-party program managers. The firm manages approximately $5.4 million in client assets on a non-discretionary basis, using model portfolios and manager-of-managers platforms with automated rebalancing, and incorporates various analysis methods while accommodating client-imposed investment restrictions.

If I asked you how to drive from Boston to Florida, you would probably tell me it’s a lot easier to get there with a map or GPS. Now what if I asked you how to get from here to… retirement? Financial planning is like a road map for your future. With a holistic perspective, we dive into every aspect of your financial situation, ensuring that no opportunity for growth or security is overlooked, and we put together a plan to help you realize your dreams. Then, we help monitor your progress, like a financial GPS, as you navigate traffic along the way, or choose to stop at a few scenic overlooks. I began my career in Corporate Finance, but my passion for personal planning was sparked when I realized that I missed a few financial opportunities in my own life. In the early years, between work and building a family, time is at a premium. While my husband and I had interest in managing our financial lives, we didn’t have the time to be intentional about it. Working with a financial professional would have been beneficial, but at the time, we didn’t know how to afford it, who to trust, or where to seek qualified advice. So, I decided to become the person we were seeking. In 2017, I started pursuit of the CERTIFIED FINANCIAL PLANNER™ certification, which requires a fiduciary oath to always put my clients’ best interests first. I founded Ascend Financial in 2023 because I believe financial planning should be accessible. At Ascend, we have no asset minimums. Our typical client is in their career-building phase, seeking advice on managing a lot of big-ticket expenses, and trying to maximize their opportunities for savings and retirement. In addition to comprehensive financial planning and investment management services, we also provide college funding analysis and student loan planning. Knowing that education is often one of the largest expenses a family incurs, we prioritize our skills in navigating the complex and ever-changing landscape of student loan and financial aid programs. At Ascend, we help clients organize their financial lives, dream about their goals, and analyze the what-if situations that come up. Our goal is to make sure that you see the opportunities that lie ahead, instead of noticing them in the rear-view mirror.

John Foley is a financial advisor at Harvest Capital Management, LLC in Quincy, MA, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with 2.0 Capital Management, LLC since 2014. Harvest Capital Management provides wealth management and discretionary investment management to individuals, high net worth clients, trusts, and estates. The firm employs a combination of a dynamic Global All Asset ETF strategy and a catalyst-driven Health Care/Biotech equity strategy, incorporating the routine use of options to generate income and manage portfolio positions.