Michael Chasan is the sole advisor at Chasan Capital Management in Weston, MA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has led Chasan Capital Management since 2005. Chasan Capital Management provides individualized portfolio management and investment advice primarily to individual investors and trusts through separately managed accounts. The firm employs a value-oriented, fundamental analysis approach focusing on microcap and small-cap U.S. equities, typically maintaining diversified, long-term holdings.

Eric Tetschner is a financial advisor with Tetschner Financial Services in Ashland, MA, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience and has operated his independent advisory firm since 2007. Prior to and alongside his advisory work, he has been affiliated with LPL Financial. Tetschner Financial Services provides advisory and financial planning services primarily to pooled vehicles and institutional clients, offering consultative, non-transactional guidance tailored to client needs. The firm employs a variety of investment approaches, including Modern Portfolio Theory and quantitative methods, and typically recommends diversified vehicles such as mutual funds and ETFs.

Pam Gao is the principal of AsterBright Capital Management, LLC and holds the CFA® designation. She has seven years of industry experience, including 15 years at Putnam Investments prior to founding her independent firm in 2018. AsterBright Capital Management provides portfolio management services to individuals, high-net-worth clients, small businesses, and foundations, focusing on discretionary management of liquid, publicly traded securities. The firm uses a hybrid approach combining quantitative screening, fundamental company analysis, and top-down macro considerations to create tailored portfolios that range from long-only equity allocations to opportunistic strategies involving short positions, options, and leverage.

Albert Lu is a Series 65-licensed financial advisor with 15 years of industry experience. He is the sole advisor at Luma Financial, an independent firm he has led since 2021. Prior to founding Luma Financial, he held roles at Sprott Asset Management USA Inc and WB Wealth Management. Outside of advisory work, he produces and hosts online educational video content focused on natural resource investing. Luma Financial provides discretionary investment management to individuals, institutional, and charitable clients, including trusts and pension accounts. The firm employs a buy-and-hold investment approach that integrates micro- and macroeconomic analysis, fundamental securities research, and may include fixed-income and commodity exposures for diversification.

Robert Holzbach is the sole advisor at Red Kennedy Financial in Littleton, MA, holding a Series 65 designation with 23 years of industry experience. He has worked at H & R Block since 2002 and also performs contract work for Al Wroblewski, CFP, involving tax preparation, financial analysis, and Excel modeling for Wroblewski’s clients. Holzbach prepares federal and state tax returns outside of trading hours, contributing to 15% of his annual compensation. Red Kennedy Financial provides personalized, fee-only financial planning and advisory services to individuals, families, and small businesses, including pension consulting and 401(k) fiduciary advisory services. The firm emphasizes a globally diversified, passive index investment approach with non-discretionary advice and uses a flat-fee billing model rather than percentage-based fees.

Christopher Noonan is a CFP® and Series 66-registered advisor at TrueNorth Financial Planning with experience spanning several firms since 2018, including Putnam Investments and Blackstone Valley Wealth Management. He has worked in both investment management and financial planning roles and is currently the sole advisor at TrueNorth Financial Planning in Northborough, MA. TrueNorth Financial Planning provides fee-based investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis, offering discretionary portfolio management and standalone hourly financial planning services.

Kyle Mc Devitt is a financial advisor at Chilmark Wealth Management LLC in Concord, MA, holding a Series 65 designation with two years of industry experience. Prior to founding Chilmark, he worked at Skanska, MLL Capital, and AEW Capital Management. In addition to advisory services, he provides tax preparation services through Chilmark, particularly during tax season. Chilmark Wealth Management LLC is an independent advisory firm serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management. The firm employs an asset-allocation–based approach using mutual funds, ETFs, equities, and fixed income, and offers financial planning on an as-requested basis, alongside its tax preparation services.

Steven Kruger is the sole advisor at Foresight Investing in Framingham, MA, holding a Series 65 designation and bringing 29 years of industry experience. He has managed Foresight Investing since 1996. Foresight Investing provides discretionary portfolio management to high-net-worth individuals, focusing on microcap growth equities primarily listed on NASDAQ. The firm employs a strategy combining fundamental and technical analysis, typically holding stocks for tax efficiency, and uses a performance-based compensation model for qualified clients.

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.

Thomas Terraccino is a CFA® charterholder and the sole advisor at Prudent Growth Investments LLC, with 18 years of industry experience. He previously worked at Wilkins Investment Counsel for 16 years and Kondracki Advisory, LLC for one year before joining his current firm in 2025. Prudent Growth Investments LLC is a Massachusetts-registered investment adviser that provides discretionary portfolio management primarily to individuals and high-net-worth clients. The firm employs fundamental analysis and a combination of long- and short-term trading strategies, focusing mainly on equities while incorporating mutual funds, ETFs, fixed income, and international securities in portfolios tailored to clients’ risk tolerance and objectives.

Stephen Neumeier is the sole advisor at Neumeier Capital Management, Inc., an independent registered investment adviser based in Concord, MA. He holds the CFA® designation and Series 63 and 65 licenses, with 31 years of industry experience. Mr. Neumeier founded Neumeier Capital Management in 1991 and is also the managing member of Neumeier Partners Management, LLC, which operated a private investment fund from 2003 to 2016. Neumeier Capital Management serves individuals, corporations, employee benefit plans, foundations, and endowments, generally requiring a $1,000,000 minimum account. The firm follows a value-oriented investment approach that uses no-load mutual funds for smaller portfolios and common stocks or other securities for larger accounts, with distinctive practices such as employing borrowing, derivatives, and monthly account reviews.

Steven Fanger is a financial advisor with F.F. Advisors, LLC in Wayland, MA, holding a Series 65 designation and 28 years of industry experience. He operates as the sole advisor at an independent firm. F.F. Advisors serves individuals, trusts, estates, small businesses, and retirement plans by providing discretionary investment management, consulting, and retirement-plan advisory services. The firm constructs customized, primarily long-term portfolios using fundamental analysis and typically employs low-cost mutual funds and ETFs, with selective use of individual securities and legacy positions.

William Spring is a financial advisor at Spencer Brook Asset Management, LLC with 22 years of industry experience. He has been with Spencer Brook Asset Management since 2002. Spring holds a Series 65 designation. Spencer Brook Asset Management provides discretionary investment management and financial planning primarily to high-net-worth individuals and trusts. The firm employs a bottoms-up value investing approach focused on long-term capital appreciation with an equity-income orientation, managing concentrated portfolios tailored to each client’s objectives.

Jeffrey Sinder is a CFA charterholder and principal of AVK Partners, an independent investment advisory firm based in Concord, MA. He has three years of industry experience, including roles at Acadian Asset Management and Wellington Management. AVK Partners provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, combining passive and active investment vehicles, and offers educational seminars alongside its advisory services.

Justin Green is a CFP® professional with eight years of industry experience, currently operating as the sole advisor at Assist FP in Berlin, MA. He has worked at Four Ponds Financial Planning LLC and GTM Sportswear, and he also owns Be a Wealthy Coach LLC, a separate business offering CFO, business advisory, tax preparation, and tax planning services to solopreneurs and small businesses. He dedicates approximately 20% of his time to this outside activity. Assist FP provides investment management and comprehensive financial planning services to individuals, the self-employed, and small business owners. The firm combines passive portfolio construction and Modern Portfolio Theory with fundamental analysis, managing accounts through a single-advisor relationship and conducting regular reviews.

Alex Rakatansky is a financial advisor and owner of Rakatansky Financial LLC with three years of industry experience. He also owns Rakatansky CPA LLC, a tax and accounting firm where he spends approximately half of his working time. Prior to founding his current firm, he worked at Commonwealth Financial Network and Rakatansky Rakatansky & Associates. Rakatansky Financial LLC provides discretionary wealth management and financial planning services primarily to individuals, including high-net-worth clients, trusts, and estates. The firm’s investment approach emphasizes low-cost, diversified mutual funds and ETFs, fundamental analysis, and a long-term orientation, supplemented by occasional rebalancing and trades tailored to client objectives.

Sharon Lund is the principal of SHARON LUND, FINANCIAL PLANNING, Inc., an independent firm based in Needham, MA. She holds a Series 65 designation and has 22 years of experience in financial planning. Since founding her firm in 2002, she has provided non-discretionary financial advice to a modest client base. Her firm offers independent financial planning and investment advice to individuals, trusts, small businesses, and non-profits, focusing on retirement, tax and estate planning, college funding, and insurance evaluation. The firm uses a fee model based on hourly billing or retainer arrangements rather than assets under management, emphasizing diversified, moderate-to-conservative portfolios with tax efficiency and low turnover.

Benjamin Ramsey is a CFP® with eight years of industry experience, currently serving as the sole advisor at Faith and Family Wealth Management. Prior to founding his firm, he worked at Crestwood Advisors and Balanced Rock Investment Advisors and had periods of self-employment. Faith and Family Wealth Management provides wealth management and portfolio management services to individuals, high-net-worth clients, trusts, and estates, integrating comprehensive financial planning into ongoing advisory relationships. The firm employs an evidence-based, long-term investment approach focused on diversified portfolios of low-cost ETFs and mutual funds, managing accounts mostly on a discretionary basis while acting as a fiduciary for retirement accounts under ERISA and the Internal Revenue Code.

Louis Conrad is a CFA® charterholder with 21 years of experience in the financial industry. He has been with COMPASS Wealth Management, LLC since 2007 and previously worked at Bickling Financial Services, Inc. in 2021. COMPASS Wealth Management, LLC provides fee-only wealth management, investment management, and consulting services to individuals, families, and institutional clients such as small businesses, non-profits, and retirement-plan sponsors. The firm’s investment approach focuses on strategic asset allocation using no-load mutual funds, ETFs, and separate accounts, with an emphasis on institutional services including pension consulting and fiduciary advisory.

Arthur Ebersole is the principal of Ebersole Financial LLC in Wellesley Hills, MA, with 11 years of industry experience. He holds the CFP® and CFA® designations and has led his independent advisory firm since 2014. Ebersole serves on the boards of several nonprofit organizations, including Rosie’s Place and the Fund for Wellesley, contributing to audit, finance, and community efforts. Ebersole Financial LLC provides customized financial planning and portfolio management to individuals, high-net-worth clients, small businesses, and charitable organizations. The firm integrates Modern Portfolio Theory with active management, emphasizing value and dividend-paying equities, fixed-income strategies, and, for qualified clients, liquid alternative investments to achieve diversified, tax-sensitive portfolios.