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.

William De La Cruz is a financial advisor at DLC Wealth Management in Andover, MA, holding a Series 65 designation with one year of industry experience. He has worked at Delta Air Lines since 2009 as a Systems Operations Manager. DLC Wealth Management provides portfolio management and investment advisory services to individual clients and charitable organizations, employing a diverse investment approach that includes multiple analytical methods and long-term trading strategies. The firm manages approximately $2.69 million in discretionary assets for 18 clients and operates as a small practice with a single advisor.

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.

Debra Neiman is a CFP® with 30 years of experience in the financial services industry. She has been the principal of Neiman & Associates Financial Services, LLC since 2003. Outside of her advisory work, she is a member and manager of Pembroke Properties, LLC, which manages office condo space. Neiman & Associates Financial Services, LLC provides personalized financial planning and investment management to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm employs a core-and-satellite asset allocation strategy mainly using mutual funds and ETFs, delivering advice on a non-discretionary basis and offering access to managed-account platforms with discretionary strategies.

Jennifer Dougherty is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. She has worked at Ballentine Partners LLC and has been operating BroadWealth LLC since 2019. BroadWealth serves a selective group of high-net-worth individuals, families, and related entities by providing integrated wealth management services focused on personalized asset allocation using low-cost, tax-aware vehicles and broad diversification. The firm also offers pension consulting and educational seminars, alongside standalone financial consulting and project-based work such as business-sale preparation and probate support.

Thomas Kilgallen is a CFP® professional with 13 years of industry experience. He is the principal of Fair Weather Strategies LLC, an independent advisory firm he has led since 2012. In addition to his advisory work, Kilgallen provides IT data consulting focused on analysis of large data sets and metric reporting. Fair Weather Strategies offers asset management, modular financial planning, and divorce financial counseling services to individuals, high-net-worth clients, business owners, trusts, and other entities. The firm emphasizes ETF and individual equity investments using fundamental and technical analysis, with a primarily long-only buy-and-hold strategy complemented by tactical adjustments.

Samanda Morales is a financial advisor at Wellfin360 with four years at the firm and two years of industry experience. She holds a Series 65 designation and previously worked at Bank of NY Mellon and MBS LLC. Morales is also the Co-Founder and CEO of Ahora Inc, where she provides strategic direction and participates in fundraising activities. Wellfin360 is a fee-only independent investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm focuses on asset-allocation-driven portfolio management primarily using passive funds and offers tailored financial planning through tiered service levels and educational seminars.

Cyrus Amin is the sole advisor at C. Michael Amin, LLC, a state-registered investment adviser based in Somerville, MA. He holds a Series 65 designation and has 11 years of industry experience. Amin has been with C. Michael Amin, LLC since 2009. C. Michael Amin, LLC provides discretionary asset management primarily to accredited investors, qualified clients, and institutional investors, using a long-biased, value-oriented, concentrated equity strategy focused on long-term capital appreciation. The firm employs fundamental research and may use leverage, derivatives, and short sales, offering both separately managed accounts and pooled vehicles with negotiable fee arrangements.

Hi there! I'm Ashley Rittershaus, CFP®, TPCP®, founder of Curious Crow Financial Planning, an advice-only firm dedicated to helping clients achieve the life they dream about and feel more confident managing their money on the path to financial freedom. I believe the concept of traditional retirement is outdated and that it is possible to live your best life now, while also taking care of your future self. Money is simply a tool to live the life you want. Whether you're interested in FIRE, changing careers, early retirement, taking a sabbatical, working less, financial independence, starting a business, or anything else, let's develop a plan to make it happen! I offer a flat-fee 6-month comprehensive financial planning engagement, during which we'll review all aspects of your financial life and develop a plan to get you where you want to go. During the first 3 months, we'll focus on building your plan and recommendations, over the course of 4 meetings. The next 3 months will be focused on implementing the recommendations and ensuring you are set up for success going forward. By the end of the 6 months, the goal is that you will have the planning recommendations implemented and will also have the skills, knowledge, and systems in place to feel confident managing your finances on an ongoing basis. Some of the areas we'll cover are: - Cash Flow Analysis - Financial Freedom & Retirement Projections - Investment Strategy - Tax Planning - Risk Management & Insurance - Estate Planning We'll also cover any other areas that apply to you, including: - Debt Management - Employee Benefits Optimization - Charitable Giving Strategy - Education Planning - Major Purchase Planning - and anything else related to your finances! Advice-only is a great choice for DIY investors or for anyone who prefers to learn how to manage their own investments, rather than delegating asset management to an advisor. I provide investment advice as part of my overall comprehensive financial planning services, without managing your investments or charging AUM (assets under management) fees. I'm based in the Greater Boston area, but provide 100% virtual services, which allows me to work with clients anywhere in the United States.

John Colantino is a CFP® professional with 10 years of industry experience. He is the principal of Act 2 Planning LLC in Winchester, MA, and previously worked at Fidelity Investments for 24 years. Act 2 Planning provides fee-only, project-based financial planning and consulting to individuals and institutional clients, focusing on written plans and implementation recommendations rather than discretionary asset management. The firm emphasizes asset allocation and modern portfolio theory, typically recommending passive/index funds and ETFs.

Dionysios Kaskarelis is a financial advisor at Access Investment Management with a Series 65 designation and less than one year of industry experience. His prior career includes roles at the European Investment Bank, the Consulate General of Greece in Boston, and Barrett Sotheby's International Realty. He is also involved in real estate brokerage and property management through affiliated entities. Access Investment Management provides fiduciary investment advisory services to individuals, families, businesses, institutional clients, and pooled investment vehicles. The firm combines fundamental analysis with a range of investment vehicles, including ETFs, mutual funds, and real estate interests, tailoring advice to client objectives and risk tolerance while integrating real estate fund management and related services.

Oleg Litvinenko is a CFA charterholder and Series 63 licensee with five years of industry experience. He has worked at Meeting House Capital, LLC since 2020 and previously at Cobblestone Capital Advisors, LLC from 2016 to 2020. Meeting House Capital provides discretionary portfolio management, integrated financial planning, and investment consulting primarily to individuals, trusts, estates, and other registered investment advisers. The firm employs a long-term, fundamental-analysis driven investment approach, tailoring portfolios to client goals and risk tolerance while utilizing a mix of individual stocks, mutual funds, ETFs, bonds, and REITs.

Yuji Koga is a financial advisor at Koga Capital Management LLC with 21 years of industry experience. He holds a Series 65 designation and previously worked at Reynders, McVeigh Capital Management, LLC for 12 years before founding his current firm in 2023. Koga Capital Management LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm employs a blend of fundamental analysis and passive and active strategies to construct customized portfolios, including options for socially conscious or ESG investing.

Paul Dougherty is the sole advisor at Boylston Capital Management in Medford, MA, holding a Series 63 designation with 29 years of industry experience. He has worked at Boylston Capital Management since 1992 and concurrently serves as an instructor for FINRA licensing courses at STC Corporation. Boylston Capital Management is an independent registered investment adviser that serves individual clients through discretionary portfolio management and financial planning. The firm uses a top-down investment approach focused on asset protection and long-term growth, customizing portfolios to client constraints while reporting performance results annually.

Mark Alaimo is a CFP® and PFS™ certified financial advisor with 10 years of industry experience. He is the principal of LCW Planning and Investments, LLC and also serves as president of LCW-CPA's, Inc., a CPA firm where he manages and oversees all operations. His work includes both financial advisory and accounting services. LCW Planning and Investments provides discretionary investment management and financial planning for individual and high-net-worth clients, utilizing customized portfolios with ETFs, mutual funds, and selected individual securities. The firm combines fundamental analysis with Modern Portfolio Theory and also uses independent managers, maintaining oversight without receiving additional compensation from those managers.

Andrew Sullivan is a CFP® with 28 years of industry experience, currently serving as the sole advisor at CIO Wealth Management, Inc. in Sudbury, MA. He previously worked at LPL Financial, llc for 12 years before founding his current independent advisory firm in 2021. CIO Wealth Management is a small independent adviser serving individuals, high-net-worth families, trusts, and small-business retirement plan sponsors. The firm offers discretionary portfolio management, holistic financial planning, and qualified plan consulting services, employing diversified investment strategies and providing ERISA fiduciary plan-level services uncommon for firms of its size.

Wei Chen is a CFA® charterholder and principal of RootsOn Capital LLC with one year of experience as a financial advisor. Prior to founding RootsOn Capital, Wei was employed at Columbia Threadneedle Investments and Dimensional Fund Advisors, accumulating a total of ten years in the investment industry. RootsOn Capital LLC is a fee-only, registered investment adviser serving individuals, high-net-worth clients, family trusts and estates, family offices, and other institutional entities. The firm employs a long-term investment approach based on modern portfolio theory, blending passive and active strategies across various asset types and tailoring portfolios to client goals, risk tolerance, and tax considerations.

Daniel Friel is a CFA® charterholder and principal of JSK Capital Advisors, LLC, an independent registered investment adviser in Waltham, MA. He has 12 years of experience in investment advisory and has operated JSK Capital Advisors since 2013. In addition to his advisory role, he owns and manages Daniel F. Friel CPA, PC, a separate accounting practice to which he devotes more than half of his business time. JSK Capital Advisors serves a concentrated client base of high-net-worth individuals, trusts, estates, and small businesses, providing discretionary portfolio management and financial planning. The firm employs a long-term, fundamentals-based investment approach, utilizing diversified portfolios of low-cost mutual funds and ETFs while accommodating individual securities and legacy positions when appropriate.