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.

Wei Chen is a CFA® charterholder and the sole advisor at RootsOn Capital LLC with eight years of industry experience, including roles at Dimensional Fund Advisors and Columbia Threadneedle Investments. Wei founded RootsOn Capital after a brief career transition period. RootsOn Capital provides investment management and project-based financial planning services primarily to individuals, high-net-worth clients, family trusts and estates, family offices, and other institutional entities. The firm employs an asset-allocation driven investment process based on Modern Portfolio Theory, utilizing both passive and active strategies across multiple asset classes.

Robert Cryts is a financial advisor with Cambridge Financial Services in Pelham, NH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Cetera Advisors LLC and Commonwealth Equity Securities prior to his current role. In addition to advisory services, he is an insurance agent focusing on life and annuities. Cambridge Financial Services is a solo independent registered investment adviser that provides personalized wealth management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages client accounts on a discretionary basis using a low-turnover, buy-and-hold strategy with mutual funds, ETFs, and select individual securities.

Patrick Mc Coy is a financial advisor at Main Street Financial Advisory LLC with 25 years of industry experience. He holds a Series 65 designation and has worked previously at Lowell Blake & Associates Inc. and The Financial Advisors. Outside of finance, he serves as an Implant System Ambassador for Integrum, LLC, assisting candidates with osseointegration prosthesis procedures. Main Street Financial Advisory provides portfolio management and financial planning services to individuals, including high-net-worth clients, and charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods to build long-term portfolios, with both discretionary and non-discretionary client relationships.

Andrew Tapparo is the sole advisor at Tapparo Capital Management, an independent firm based in Topsfield, MA. He holds a Series 65 designation and has 27 years of industry experience, having founded and led the firm since 1997. Tapparo Capital Management provides discretionary and non-discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm integrates financial planning with portfolio management, employing a mix of fundamental analysis, technical trading models, cyclical analysis, and charting, with occasional use of short-term positions, margin, or option strategies.

Steven Stanganelli is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Clear View Wealth Advisors, LLC since 2010, serving as the sole advisor at the independent firm based in Amesbury, MA. Clear View Wealth Advisors, LLC provides financial planning, investment management, and tax preparation services to individuals, families, trusts, estates, and business entities. The firm employs a combination of strategic, index-based allocations with tactical overlays and risk controls, utilizing low-cost ETFs alongside selected active and alternative investments.

Robert Skloff is a CFA® charterholder with 16 years of industry experience. He is the sole advisor at French and Skloff Investment Advisors, LLC and has previously worked at Beck Bode Wealth Management, LLC and Silver Pine Capital, LLC. French and Skloff Investment Advisors is an independent asset manager serving institutional clients and individual investors, including both non-high-net-worth and high-net-worth individuals. The firm employs a value-oriented, fundamental bottom-up research approach combined with top-down macro analysis and offers portfolio management, financial planning, and specialized strategies such as a hedged equity product with a dynamic covered-call overlay.

Charles Husak is a financial advisor at Stonehurst Capital Management, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Banc of America Investment Services, Inc. before founding his current independent practice in 2015. Stonehurst Capital Management provides discretionary managed account services primarily to high net worth individuals and institutional clients. The firm employs a proprietary fundamental value investment approach that combines bottom-up stock selection with long and short positions, along with the use of derivatives to hedge portfolios.

Laurence Cohen is a CFP® and holds a Series 65 license with 16 years of industry experience. He has operated Laurence Financial Planning LLC since 2009 in Danvers, MA. Laurence Financial Planning LLC serves individual investors and trusts by providing comprehensive financial planning, investment management, and limited-scope project planning. The firm emphasizes long-term strategic asset allocation, global diversification, and low-cost mutual funds, with a focus on non-discretionary management and detailed, client-directed implementation.

Bernard Ross III is the principal advisor at KBR Financial Solutions with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including CS Planning Corp. and Guardian Life. Ross has managed Ross Wealth Planning Group, LLC since 2003, focusing on comprehensive financial planning and investment management. KBR Financial Solutions is a state-registered independent advisory firm offering fee-based investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides discretionary, customized portfolio management using a strategic and tactical allocation approach across a variety of securities and also offers retirement income and one-time college planning services.

Carlos Rodriguez is the sole advisor at Broad Brook Financial in Chelmsford, MA, holding the CFA® designation and Series 63 license with 13 years of industry experience. He previously worked at Voya Financial Advisors for one year in 2014. Broad Brook Financial offers customized financial planning, investment management, and on-demand advice to individual investors and small businesses. The firm emphasizes active asset allocation using primarily passive exchange-traded funds and notes, operating on a non-discretionary basis with regular portfolio reviews.

Eilon Amir is a financial advisor at Brownstone Financial Group LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Sakura Partners for seven years and Outcome Capital, LLC for four years. Outside of his advisory work, Amir serves as the volunteer Vice President of the Board for Beit Sasson Sephardic Congregation in Newton, MA. Brownstone Financial Group LLC provides investment advisory and portfolio management services primarily to individual clients, beginning with a tailored written financial plan. The firm emphasizes asset allocation through model portfolios managed by sub-advisers, with ongoing account monitoring and formal quarterly and annual reviews.

James Kieffer is the sole advisor at Rational Frontier Advisors, LLC in Nashua, NH. He holds a Series 65 credential and has 18 years of experience at Rational Frontier Advisors, with an extended career spanning over 45 years at Proforma Financial Group, Inc. Rational Frontier Advisors, LLC provides investment supervisory services and portfolio management primarily for high-net-worth individuals and retirement plan accounts. The firm focuses on asset-class allocation, periodic rebalancing, and portfolio construction using mean-variance optimization, incorporating options-writing strategies as part of its investment approach.

John Olivieri is a financial advisor with North Shore Wealth Management in Westford, MA, holding a Series 65 designation and two years of industry experience. He has worked at North Shore Wealth Management since 2023 and concurrently owns an accounting business, Dermatology Financial Planning dba Docbookkeeping, where he also provides CFO services to Westford Dermatology. North Shore Wealth Management is an independent, single-advisor firm offering discretionary portfolio management, financial planning, and tax/accounting services to individuals and business entities. The firm employs a variety of investment analysis methods and strategies, and uniquely combines advisory services with accounting and CFO work, as well as educational seminars on financial topics.

Herbert Shanzer is the principal of Shanzer Management, an independent firm he has led since 1995. He holds 31 years of industry experience and is based in Westford, Massachusetts. Shanzer Management provides discretionary portfolio management and investment advice focused on no-load and low-load mutual funds. The firm emphasizes long-term, diversified equity portfolios tailored to clients' written investment objectives and risk tolerances, combining actively managed and passive index funds while managing risk through fund allocation adjustments rather than moving to cash.

Michelle Moss is a CFP® professional with five years of industry experience, currently serving at Evermoss Financial. She previously worked at New Harbor Financial Group, Taconic Advisors Inc., Third Eye Associates, and Information Clearinghouse Inc. Outside of her financial advisory role, Moss has a background as a breathing and movement instructor. Evermoss Financial provides financial planning and investment consulting for individuals, businesses, trusts, estates, and charitable organizations. The firm offers written financial plans, limited-scope reviews, and fixed-fee educational seminars without managing client portfolios or taking custody of assets.

Maureen Demers is a CFP® and holds a Series 63 license with 17 years of industry experience. She has been the principal of Demers Financial Planning since 2008 and has worked in financial services since 1998. The firm provides holistic financial planning and wealth management primarily to pre-retirees and retirees with at least $1 million in investable assets. Demers Financial Planning offers comprehensive planning, portfolio management including third-party asset managers, and limited-scope financial reviews, emphasizing asset allocation and a long-term buy-and-hold investment philosophy.

Scott French is the owner of French and Skloff Investment Advisors, LLC and holds experience primarily as a CPA with Giardina & French CPAs, LLC since 2011. He is also an owner and investor in Amigo Keeper LLC, a provider of bookkeeping and IT services. French and Skloff Investment Advisors is an independent asset manager serving institutional and individual clients with portfolio management and financial planning through separately managed accounts. The firm employs a value-oriented, fundamental bottom-up research process combined with top-down macro analysis, offering diversified portfolios and specialized strategies including a hedged equity product with a dynamic covered-call overlay.

Laurence Lamagna is a financial advisor with BostonNorth Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Boston North Financial Services and Commonwealth Equity Services since 1999. Outside of advisory services, he operates a fixed insurance sales sole proprietorship and serves as president of Boston North Financial Services, Inc. BostonNorth Financial Services is a small, independent advisory firm serving individuals, high-net-worth clients, retirement and corporate pension plans, charitable institutions, and trusts. The firm provides customized financial plans using a variety of analytical methods and typically charges hourly or fixed fees without discretionary trading or custody of client assets.

At Sunflower Financial Planning, we specialize in helping families in the midlife stage navigate complex financial responsibilities with clarity and confidence. Our clients are often balancing competing priorities—saving for their own future, supporting aging parents, and funding college education for their children. We guide them in building long-term wealth while creating financial security today. We also work closely with pre-retirees who are preparing to transition into retirement. Through personalized, comprehensive planning, we help align their resources with their goals, offering strategies for income distribution, tax efficiency, and long-term care planning. Whether you're facing the challenges of the “sandwich generation” or approaching retirement, we’re here to provide thoughtful, fee-only advice designed to support your life—not just your portfolio.