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.

Reggie Peral is a financial advisor at Clearview Family Wealth, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC dba Salem Five Wealth Management and Ameriprise Financial Services, Inc. Prior to his financial services career, he was affiliated with Lesley University and Integration Partners. Clearview Family Wealth, LLC provides discretionary wealth management and comprehensive financial planning to individuals and high-net-worth clients, incorporating low-cost, diversified mutual funds and ETFs alongside individual securities and third-party managers. The firm emphasizes fundamental analysis with a long-term orientation and operates with discretionary authority within client-approved guidelines.

Ichiro Takayoshi is the sole advisor at Takayoshi Wealth Management LLC in Newton, MA. He holds a Series 65 designation and has 18 years of experience as a faculty member at Tufts University. Takayoshi Wealth Management provides financial planning and investment advisory services primarily to individuals and families through time-bound and ongoing engagements, offering diversified, long-term portfolio advice with an emphasis on low-cost ETFs and mutual funds. The firm uses a flat fee pricing model and incorporates scenario analysis and stress-testing in its recommendation process.

Mark Giometti is a CFP® professional with 18 years of experience, currently serving as the sole advisor at Black Diamond Financial Planning, LLC in Arlington, MA. He has focused his career on independent financial planning and portfolio management since founding his firm in 2008. Black Diamond Financial Planning, LLC works primarily with individual investors, personal trusts, and estates, providing goal-based financial planning and portfolio construction using a mix of ETFs, mutual funds, and individual securities. The firm employs a long-term investment approach that combines fundamental and technical analysis, with a billing structure based on hourly fees rather than asset percentages.

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 65 and Series 66 licenses with 11 years of industry experience. He has been with Brave Boat Capital since 2015. Brave Boat Capital Advisors provides financial planning, portfolio management, and investment consultation to individuals, high-net-worth clients, and retirement plans. The firm combines Modern Portfolio Theory with tactical shifts, Core-and-Satellite allocations, and momentum-based overlays, offering customized plans and access to a broad investment universe including derivatives for qualified clients.

Alexander Schramm Von Blucher is a financial advisor with Von Blucher Capital LLC in Arlington, MA. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Tyr Securities LLC and involvement with Little Flippers Swim School. Von Blucher Capital LLC provides wealth management and project-based financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a combined approach of fundamental analysis, Modern Portfolio Theory, and technical methods to manage portfolios using a mix of passive and active investments tailored to client needs.

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.

Mark Butterworth is a CFP® with 32 years of industry experience, currently serving as the sole advisor at Butterworth Financial LLC in Danvers, MA. Prior to founding Butterworth Financial in 2023, he spent 21 years at LPL Financial, LLC (formerly LINSCO/PRIVATE LEDGER CORP.). Butterworth Financial LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a model-based asset allocation approach supplemented by fundamental and technical analysis, and offers asset management through two platform options, including a wrap-fee program.

Craig Harsfield is a financial advisor with Collaborative Financial Solutions LLC in Brookline, MA, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Alternative Capitalis, LLC and LPL Financial LLC. 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 LLC provides discretionary portfolio management and financial planning to individual and small business clients, utilizing model portfolios and third-party money managers. The firm emphasizes asset allocation and manager selection, combining advisory services with licensed insurance offerings.

Kate began her financial career in the trenches at Fidelity Investments, the fourth largest mutual fund and financial services group in the world. She quickly advanced into leadership positions, managing an operations team, working in problem resolution and navigating the 2000 and 2008 financial crises. Although she loved helping people work toward their financial dreams, she realized that just focusing on the investments wasn't enough. She wanted to provide a service that not only delivered investment results but helped clients with their entire financial picture including; insurance, benefits, debt, taxes, estate planning and retirement planning. To realize her vision and truly help clients, Kate established Red Clover. Kate begins each client engagement by first learning about what is important to her clients, their values, the essential elements they need to live their best life now and then she works with them to build the financial infrastructure to support that life. After all financial planning should be about you, not your money. She is adept at connecting all the dots for clients and asking the hard-hitting questions so that they fully understand and appreciate all the pieces and parts of their financial wellness equation. In short, Kate helps her clients find a balanced approach to living, spending, saving and investing that is true to them.

Joseph Casale is a financial advisor at Sagamore Wealth Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Sagamore Wealth Management since 2011. In addition to his advisory role, Casale manages a wholesale distribution company, Coleman Manufacturing. Sagamore Wealth Management provides discretionary investment management and financial planning services to individual and high-net-worth clients, along with retirement plan advisory for plan sponsors. The firm employs a long-term, fundamental analysis approach using diversified portfolios of ETFs, mutual funds, and other securities, and offers a range of retirement plan consulting services.

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.

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.

Anupama Rames is a financial advisor at Sustainable Investment Partners LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Boston Trust Walden, BNP Paribas Asset Management, and Liberty Mutual Investments. Sustainable Investment Partners LLC is a fee-only registered investment adviser serving high-net-worth individuals, pension and profit-sharing plans, endowments, foundations, non-profits, and small businesses. The firm emphasizes fundamental analysis and impact-driven portfolios, combining passive and active strategies, and offers both consultative and discretionary management services.

Pavan Neti is an investment advisor at Standish Capital Management, LLC with a Series 65 designation and two years of industry experience. Prior to joining Standish Capital Management, he worked at Citizens Financial Group and spent several years as a primary caregiver and individual investor. Standish Capital Management provides discretionary investment management through separately managed accounts, serving individuals, high-net-worth clients, and small business entities. The firm employs a systematic, rules-based large/mid-cap growth equity strategy combining fundamental and quantitative indicators, with a single principal responsible for investment decisions and compliance.