Ianka Rando is a CFP® certificant with 23 years of industry experience. She has worked at Crystal Capital Management from 2003 to 2019 and has operated BG Financial Planning since 2002. BG Financial Planning is a solo, fee-only firm that provides financial planning and investment advice to individuals and small businesses through hourly engagements. The firm follows a long-term, fundamental buy-and-hold investment philosophy, primarily recommending diversified portfolios of low-cost index funds and ETFs, and does not take custody of client assets or provide ongoing discretionary management.

Thurman Smith is a financial advisor with Equity Fund Research, LLC, with 22 years of industry experience. He has worked at Equity Fund Research since 1982. Equity Fund Research provides discretionary investment supervisory services to individual investors and personal trust accounts, primarily using open-end mutual funds and ETFs selected through an in-house fund rating system. The firm operates as a single-principal entity and has historically published a mutual-fund newsletter, a distinguishing feature among similar-sized advisory practices.

Peter Foley is a CFP® and ChFC® with over 20 years of experience in financial advising. He has operated Fourthpoint Advisors in Wellesley, MA since 2005. In addition to his advisory work, Foley is a licensed insurance broker in multiple states, including Massachusetts. Fourthpoint Advisors serves a select group of individual and family clients, along with employer organizations and nonprofit plan sponsors, offering financial planning, portfolio management, and retirement-plan consulting. The firm provides both non-discretionary and discretionary investment solutions and maintains a distinct insurance brokerage practice.

Eric Liriano is a CFP® with 33 years of industry experience. He is the principal of Liriano Wealth Advisory Group, LLC, where he has worked since 2025. His prior experience includes roles at Primerica Advisors and Guardian Life Insurance Company of America, spanning from 2006 to 2025. Outside of advisory services, he is involved in offering group health insurance brokerage. Liriano Wealth Advisory Group, LLC provides discretionary portfolio management primarily through the AssetMark wrap-fee platform, focusing on mutual funds and ETFs. The firm also offers financial planning and consulting on an hourly basis, utilizing model portfolios and third-party sub-advisers who manage day-to-day investment decisions.

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.

Charlise Whiteside is a CFP® and holds a Series 66 license with 14 years of industry experience. She has been the principal advisor at Stonehaven Private Wealth Management LLC since 2013 and has operated as a sole proprietor since 2012. Whiteside is also a licensed insurance agent, dedicating a small portion of her time to this activity. Stonehaven Private Wealth Management serves high-net-worth individuals, families, trusts, charitable organizations, and institutional clients. The firm offers investment management, multi-generational wealth planning, financial planning, and business consulting, utilizing a goal-driven investment approach that combines strategic asset allocation with tactical overlays and both active and passive instruments.

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.

Reggie Peral is a financial advisor with seven years of industry experience and holds a Series 66 credential. He is the principal advisor at Clearview Family Wealth, LLC, an independent registered investment adviser founded in 2026. Prior to establishing Clearview, Peral worked at LPL Financial LLC dba Salem Five Wealth Management for six years and Ameriprise Financial Services, Inc. for one year. Clearview Family Wealth provides wealth management, discretionary investment management, and comprehensive financial planning for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is primarily long-term and grounded in fundamental analysis, utilizing low-cost mutual funds, ETFs, and independent managers, with tailored asset allocation and regular portfolio monitoring.

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, with 11 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Brave Boat Capital since 2015, following a brief tenure at Credit Suisse Securities (USA) LLC. Brave Boat Capital Advisors provides financial planning, portfolio management, and investment consultation to individuals, high-net-worth clients, and retirement plans. The firm integrates Modern Portfolio Theory with tactical adjustments, core-and-satellite allocations, and momentum-based overlays, offering a combination of retirement-plan advisory, investor education, and derivative strategies.

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 the principal advisor at Von Blucher Capital LLC in Boston, MA. He holds a Series 65 credential and began his financial advisory career in 2025 after experience at Tyr Securities LLC. Outside of finance, he has worked in education and community programs, including roles at Little Flippers Swim School and the YMCA. Von Blucher Capital LLC provides wealth management and project-based financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a combination of passive and active investment strategies and integrates fundamental analysis with technical methods to support tailored, long-term portfolios while considering short-term opportunities.

Kelly Gushue is a CFP® professional with nine years of experience in the financial services industry. She is currently with Bellatrice Wealth and also operates a financial coaching business, Personal Finance Warrior LLC. Her previous roles include positions at Fidelity Investments, Natixis Global Asset Management, AllianceBernstein L.P., and Citigroup Global Markets. Bellatrice Wealth is a fee-only advisory firm serving individuals and high-net-worth clients with wealth management and financial planning services. The firm combines modern portfolio theory with both passive and active fund selections and provides investment management on a non-discretionary basis alongside comprehensive financial planning.

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® professional with 33 years of industry experience. He is the sole advisor at Butterworth Financial LLC, an independent firm he founded in 2023 following a 21-year tenure at LPL Financial. Butterworth Financial LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients, offering asset management through two platform options including a wrap-fee program. The firm employs model-based asset allocation supplemented by fundamental and technical analysis and operates under a fiduciary standard for client accounts.