Andrea Crowell is a financial advisor at Kearney-Burch Financial Services, Inc. with eight years of industry experience. She holds a Series 65 designation and has been with Kearney-Burch Financial Services and its successor firm since 2005. Kearney-Burch Financial Services, Inc. provides investment advisory services, financial planning, and consultation to individuals, high-net-worth clients, and corporate entities. The firm manages discretionary portfolios using a risk tolerance questionnaire and employs MoneyGuide Pro for planning and portfolio modeling, offering services that include 401(k) advisory and pension consulting.

Adam Sureau is a financial advisor at Okemo Capital Management, LLC with 16 years of industry experience. He holds the Series 66 designation and has been with Okemo Capital Management since 2012. Outside of advising, he is the sole owner and property manager of Brick Capital, LLC, a multifamily real estate business, and is a limited partner in a family planning vehicle that owns a stake in Radant Technologies, Inc. Okemo Capital Management provides investment supervisory services to individual and high-net-worth clients, developing customized Investment Policy Statements and managing diversified portfolios that include mutual funds, equities, fixed income, ETFs, real estate vehicles, hedge funds, private placements, and insurance products. The firm employs a range of strategies from long-term holdings to short-term trading and offers both performance-based and standard fee structures while managing accounts on a discretionary basis.

Kenneth Hoyt is a CFP® with 11 years of industry experience and is the sole advisor at Hoyt Wealth Management in Westford, MA. He has worked at Origin Financial and Perennial Advisors Group, LLC, among other firms. Hoyt Wealth Management serves individual clients, including high-net-worth individuals, as well as corporations and business entities, providing discretionary portfolio management and a range of financial planning services. The firm focuses primarily on passive investment management using index mutual funds and ETFs, supplemented by various analytical methods, and maintains a small client base with approximately $27.7 million in discretionary assets under management.

Rhonda Murray is the principal of Murray Financial Advisors LLC in North Chelmsford, MA, with 23 years of industry experience. She holds the Series 66 designation and has led her firm since 2002. Murray Financial Advisors serves individuals, families, trusts, estates, and small businesses with financial planning, investment management, tax preparation, and consulting services. The firm uses a customized strategic asset allocation approach combining actively managed and passive funds, ETFs, and select individual equities, managing approximately $50.4 million in discretionary assets for about 52 client households.

Bryan Acuto is an advisor at Vital Wealth Strategy, LLC in Princeton, MA. He holds Series 63 and Series 65 designations and has experience working with Cunningham & Associates, LLC, Trust Advisory Group, Ltd., and other business ventures. His background includes roles in various companies over more than a decade. Vital Wealth Strategy, LLC provides discretionary portfolio management and comprehensive financial planning for individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm also offers family office services and uses a long-term investment approach that incorporates individual securities, mutual funds, ETFs, and options, supported by fundamental, technical, and cyclical analysis.

Glen Macneil is the sole advisor at MacNeil Capital Management in Littleton, MA. He holds the CFA® designation and Series 63 license, with 21 years of industry experience. He has worked at Fidelity Brokerage Services, Inc. since 1996. MacNeil Capital Management provides discretionary investment supervisory and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm employs a long-term investment strategy informed by fundamental analysis and offers flexibility in trading less-standard securities and aggregating trades for clients.

David Taylor is a financial advisor with Cambridge Trustee Advisors Inc in Sterling, MA, holding 32 years of industry experience. The firm provides discretionary investment management primarily to individuals, trusts, estates, charitable organizations, and occasionally pension or corporate plans. Cambridge Trustee Advisors manages approximately $55.7 million across a small client base, using a combination of fundamental, technical, cyclical, and charting methods within a range of investment strategies. The firm is attorney-owned and formally affiliated with a law firm, offering integrated legal and portfolio management services, particularly for trusts and estates.

Kelsey Brennan is a CFP® and holds a Series 65 license, with eight years of experience in financial advising. She has been with Perennial Advisors Group, LLC since 2015. Perennial Advisors Group provides fee-only wealth management, discretionary investment management, and financial planning services primarily to individuals, trusts, estates, and charitable organizations. The firm emphasizes a long-term, asset-class-based investment approach using diversified mutual funds and ETFs, combined with fundamental analysis and personal client contact.

Jennifer Murphy is a CFP® and holds a Series 65 license with 10 years of industry experience. She has been with Advanced Portfolio Design, LLC since 2016. Advanced Portfolio Design serves individuals, families, business owners, trusts, and charities with fee-only asset management and comprehensive financial planning. The firm employs portfolio construction based on asset allocation and Modern Portfolio Theory, offering both active and passive options, with adjustments for tax brackets and cash-flow needs.

You want to feel confident in your financial future, but finding the time to make the right decisions is a challenge. That's what I am here for. Mike Morton, CFP®, ChFC®, RLP®, is a fee-only financial advisor for high-earning professionals and busy parents with increasingly complex finances in the greater Boston area and nationwide. Morton Financial Advice clients are typically dual-income households in their 40s and 50s working in technology, biotech, engineering, finance, healthcare, and professional services, balancing demanding careers and growing families. We offer three ways to work together: hourly consultations, a fixed-fee comprehensive financial plan, or an ongoing monthly fixed-fee relationship for full, year-round support and investment management. In every case, we are fee-only fiduciaries, which means that 100% of our income comes from clients, never commissions, and there's no minimum in assets or net worth. Together, you and your advisor will cover investments, retirement planning, tax planning, employee and executive benefits (including equity compensation: RSUs, ISOs, and ESPPs), education planning (529s), wills, trusts, and insurance, with socially responsible investing available for clients who want it. Being a Registered Life Planner® means I focus on you: your time, energy, dreams, and goals, not just your portfolio. By building small habits, setting the right path, and providing year-round support, we can make sense of your financial resources and put everything to work, smarter, for your future. I live in Harvard, MA, with my wife and three children. We enjoy hiking, camping, running, snowboarding, and obstacle racing. I've played Ultimate Frisbee for decades and coach the youth team in town, and previously ran a woodworking/furniture-making business. I am the author of The Juggling Act and the host of Five Minute Finance, a financial planning podcast launched in 2020. Morton Financial Advice is a fee-only, fiduciary registered investment advisory firm based in Harvard, Massachusetts, founded in 2018 by Mike Morton, CFP®, ChFC®, RLP®. The firm works on published flat fees, earns no commissions, and sells no products. Morton Financial Advice is registered in Massachusetts, Pennsylvania, California, New York, and Colorado (CRD #293530), serves clients across the greater Boston area and works remotely with clients nationwide in states where it is registered or exempt. Learn more at https://mortonfinancialadvice.com.

Rodney Hass is a financial advisor with RF&L Wealth Management, LLC, holding a Series 65 credential and 22 years of industry experience. He has been with RF&L Wealth Management since 2006. Outside of his advisory work, he is a partner in BREAKING EIGHTY, LLC, an investment-related business involving real estate, equities, and other securities. RF&L Wealth Management provides advisory services to individuals, retirement plans, trusts, charitable organizations, and small businesses, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a diversified, evidence-based investment approach grounded in Modern Portfolio Theory and integrates third-party solutions to support its client services.

Richard Boretti is a financial advisor at Collaborative Wealth Advisors, LLC in Westford, MA, with 25 years of industry experience. He holds a Series 63 designation and worked at New England Securities from 2000 to 2003. Boretti is also a Certified Public Accountant (CPA). Collaborative Wealth Advisors, LLC provides portfolio management, modular financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, as well as various institutional clients. The firm manages approximately $84 million in discretionary assets and combines investment management with in-house accounting and affiliated insurance services.

Tyler Dostie is a CFP® and Series 65 credentialed advisor with four years of industry experience. He is currently with Perennial Advisors Group, LLC and previously worked at McCurdy Investments LLC. Perennial Advisors Group provides fee-only wealth management, discretionary investment management, and financial planning to individuals, trusts, estates, and charitable organizations. The firm emphasizes a primarily long-term, passive investment approach using diversified mutual funds and ETFs, combined with fundamental analysis and personalized portfolio construction.

Richard Shrier is the principal of Shrier Associates, LLC in Clinton, MA, holding the ChFC® and Series 63 designations with 22 years of industry experience. He has been self-employed since 2002 and has been associated with Shrier Associates since 1988. Shrier serves as vice-chair of the Investment Committee and as a board member for the Union for Reform Judaism, and he is also a board director and member of the Investment Committee for the Reform Pension Board. Shrier Associates provides investment management, financial planning, pension consulting, and ERISA 3(21) advisory services to individuals, trusts, businesses, non-profits, and retirement-plan sponsors. The firm employs a long-term, tailored investment approach using strategic asset allocation with low-cost mutual funds and ETFs, supplemented by other vehicles, and offers both discretionary and non-discretionary portfolio management.

Katherine Kiezulas is a financial advisor at Sechrest Financial Services with one year of industry experience. She holds a Series 65 credential and has a background that includes 12 years at Coatings2Go and over two decades associated with Sechrest & Bloom LLC and Sechrest Financial Services, LLC. Sechrest Financial Services provides fee-only wealth management and comprehensive financial planning to individuals, businesses, trusts, estates, and employer retirement plans. The firm emphasizes customized investment strategies primarily using no-load mutual funds and ETFs, operates largely on a non-discretionary basis, and is co-located with a CPA/accounting practice that offers tax and bookkeeping services integrated with financial planning.

John Konetzny is a CFP® with 15 years of industry experience and has been with The Practical Planner since 2016. He serves as a trustee and treasurer on the Groton Public Library Endowment Trust, where he manages funds and financial records. The Practical Planner provides holistic financial planning and investment management for individuals and families, including high-net-worth clients. The firm operates as a fee-only fiduciary, constructing diversified portfolios and offering in-house tax preparation alongside comprehensive financial planning services.

David Linnard is a CFP® and holds a Series 65 license with 22 years of experience in the financial advisory industry. He has been with Linnard Financial Management & Planning, Inc. since 2002. Linnard Financial Management & Planning serves individuals, families, and trusts with a focus on retirement and comprehensive financial planning. The firm uses a risk-focused investment approach primarily involving low-cost exchange-traded funds and no-load mutual funds, offering multiple management styles tailored to client preferences and emphasizing personalized, hands-on management.

Patricia Konetzny is a CFP® and holds a Series 63 license, with 27 years of industry experience. She has been with The Practical Planner since 1999. The Practical Planner serves individuals and families, including high-net-worth clients, with holistic financial planning and ongoing investment management. The firm operates as a fee-only fiduciary, constructing diversified portfolios tailored to clients’ risk tolerance and goals, and combines investment advisory services with in-house tax preparation.

Hope Canniff is a Series 65 credentialed advisor with Advanced Portfolio Design, LLC, where she has worked for a total of four years. Her background includes positions at Moonstones Restaurant and academic roles at the University of Massachusetts, Lowell and the University of Central Florida. Advanced Portfolio Design serves individuals, families, business owners, trusts, and charities with fee-only asset management and comprehensive financial planning, utilizing asset allocation and Modern Portfolio Theory in portfolio construction. The firm offers both active and passive investment approaches and incorporates tax-aware planning, including tax preparation services, while managing accounts on discretionary and non-discretionary bases.

Jarod Bloom is a CFP® with 26 years of industry experience and has been with Sechrest Financial Services since 2005. He is also a partner in Sechrest & Bloom, LLC, a CPA firm offering tax planning, preparation, accounting, and bookkeeping services. Sechrest Financial Services provides fee-only wealth management and comprehensive financial planning to individuals, businesses, trusts, estates, and employer retirement plans. The firm emphasizes customized investment policies implemented primarily with no-load mutual funds and ETFs, and it operates largely on a non-discretionary basis.