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 I believe the concept of traditional retirement is outdated and that it is possible to live your best life now, while also taking care of your future self.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.

Craig Hartnett is a CFP® and CFA® with 13 years of experience in the financial services industry. He is currently with Boston Investment Advisors LLC, where he has worked since 2024. His prior experience includes roles at Lincoln Investment, Marshall Wealth Management, and HighVista Strategies. Boston Investment Advisors LLC provides portfolio management, financial planning, and related advisory services to individuals, families, and not-for-profit organizations. The firm delivers customized, non-discretionary investment recommendations and offers educational seminars as part of its advisory services.

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.

Christopher Sadkowski is a CFP® with 17 years of industry experience and has been the principal advisor at Christopher Investment Advisors since 2012. He operates a single-advisor, fee-only independent practice based in Beverly, MA. Christopher Investment Advisors provides investment management and financial planning to individuals, families, and businesses, focusing on a limited number of personal clients rather than pooled investment vehicles. The firm follows an endowment-style, academically supported approach that emphasizes broad diversification, low-cost passive investments, and tailored written investment policies, offering both asset-based management and non-AUM financial planning options.

Marvin Lahoud is the sole advisor at Marvin Capital, an independent firm based in Boston, MA. He holds a Series 65 designation and has four years of industry experience. In addition to his advisory work, he serves as general manager and partner at Tocci Building Corporation and is president of the Suzie and Marvin Lahoud Foundation, a private organization that donates to charitable causes. Marvin Capital provides continuous asset management and financial advice to a limited client base including individuals, trusts, estates, and corporate clients. The firm employs a value-oriented, primarily long-only investment approach supplemented by tactical and strategic asset allocation and uses various analytical methods, derivatives, and margin strategies in separately managed accounts.

Urban Larson is a financial advisor at White Pine Advisory LLC in Brookline, MA, holding a Series 65 designation with seven years of industry experience. He has worked exclusively with White Pine Advisory since 2019. White Pine Advisory LLC provides discretionary investment management and advisory services to individuals, trusts, and estates. The firm focuses on customized, primarily long-term portfolios utilizing low-cost diversified mutual funds and ETFs, guided by fundamental and cyclical analysis, and maintains a small client roster to support personalized service.

Yotam Mendlinger is a CFA® charterholder and the sole advisor at By The Square Investments in Boston, MA, with nine years of industry experience. He has been affiliated with Boston University since 2007 and operates By The Square Investments since 2015. Outside of advisory work, he is involved part-time with Taggart Galt, a bookkeeping company where he focuses on tax issues and payroll. By The Square Investments provides discretionary portfolio management and financial planning to individuals, trusts, small business owners, 401(k) plans, fraternal organizations, and nonprofit entities. The firm combines fundamental and technical analysis to implement diverse trading strategies and integrates investment management with tax and administrative services, including 401(k) plan administration.

Elizabeth Lavoie is a CFA charterholder and principal of Lavoie Wealth Advisors LLC in Cambridge, MA, with five years of industry experience. She previously worked at Lexington Wealth Management, Inc. and Hightower Advisors, LLC dba Lexington Wealth Management. Lavoie Wealth Advisors LLC provides discretionary investment management and wealth management services to individuals, high net worth clients, trusts, and estates. The firm uses a structured advisory model and combines fundamental analysis with Modern Portfolio Theory to build primarily long-term, diversified portfolios managed on a discretionary fiduciary basis.

Rayan Seif is a financial advisor at Harbor & Grow LLC with a Series 65 credential and experience working at firms including Pzena Investment Management, Aureus Asset Management, and Unigestion (US) Ltd. He has a background that includes roles at NYU Stern and The EuroMena Funds. Harbor & Grow LLC provides discretionary portfolio management to individual and high-net-worth clients through model portfolios focused on fundamental, long-term global equity investing. The firm maintains full trading discretion, employs a concentrated equity approach with an intended holding period of three years or longer, and operates under specific policies that distinguish its structure and service model.

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.

Mohammad Tabiekh is a financial advisor at MFT Wealth Management in Boston, MA, with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Morgan Stanley, Merrill, Bank of America, and Wells Fargo Clearing. Outside of advising, he is a licensed insurance agent selling life, disability, long-term care insurance, and fixed annuity products. MFT Wealth Management is an independent advisory firm serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines Modern Portfolio Theory with strategic and tactical asset allocation and employs risk-managed short-term trading strategies, including options and Sharia-compliant portfolios, for a diverse client base.

Ruzanna Queenan is a CFA charterholder and Series 63 licensee with seven years of industry experience. She is the principal of Queenvest LLC, an independent firm she has led since 2018. Prior to founding Queenvest, she worked at State Street Corporation for two years. Queenvest LLC serves individuals, high-net-worth clients, and small businesses, offering financial planning, portfolio management, and retirement plan consulting. The firm uses a process based on client goal setting, fundamental analysis, and Modern Portfolio Theory to create diversified portfolios, managing accounts directly or through third-party strategies.

Dominic Manzo is a financial advisor at Escalator Wealth Advisors in Cambridge, MA. He holds a Series 65 designation and has experience working at Lagrange 6, LLC and the Noble and Greenough School. His industry experience is recent, beginning in 2023. Escalator Wealth Advisors provides discretionary portfolio management and integrated financial planning to individual households using a quantitative, long-term passive approach focused on diversified, low-cost ETFs. The firm combines advanced portfolio construction methods with financial planning delivered through its proprietary application and employs a flat monthly fee structure while serving accounts of varying sizes.

John Cranston is the sole advisor at Cranston Capital Management, LLC in Boston, MA, holding a Series 66 designation with 17 years of industry experience. He has led Cranston Capital Management since its founding in 2012. Cranston Capital Management provides discretionary investment supervisory services and fee-based financial planning to individuals, including high-net-worth clients, as well as institutional and tax-advantaged entities. The firm employs a multi-faceted investment approach combining fundamental, technical, charting, and cyclical analysis, offering strategies ranging from long-term holdings to active techniques such as short sales, margin transactions, and options writing.

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.

Linda Gillespie is a financial advisor at Real World Financial Planning, LLC in Chestnut Hill, MA, holding a Series 65 designation with six years of industry experience. She has been with Real World Financial Planning since 2018 and was previously self-employed. Outside of advising, she works part-time as a business development and marketing consultant for Investing Media Solutions, LLC, a company serving financial publishers. Real World Financial Planning provides fee-only financial planning and investment advice to individuals, families, trusts, and estates, primarily on a project or hourly basis. The firm emphasizes globally diversified, passive investment strategies using low-cost index funds and ETFs, while clients retain control of their accounts and trades.

Gregory Fontana is a CFA charterholder with 17 years of industry experience, currently serving as the principal advisor at Convergent Capital Partners, LLC in Boston, MA. He has been with Convergent Capital Partners since 2009. Convergent Capital Partners provides discretionary investment advisory and portfolio management services to individuals, high net worth, and institutional clients, focusing on customized portfolios primarily composed of exchange-listed securities. The firm serves both U.S. and notable non-U.S. clients and employs a value-focused, opportunistic approach that combines fundamental and technical analysis, including the use of options, margin, and short positions in its managed accounts.

Wendy Weiss is the principal of Weiss Financial Advisors, LLC in Cambridge, MA, with 14 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several firms including Banc of America Investment Services and Hot Flash Financial Advisors. Weiss is actively involved in community organizations, serving as Co-Chair of the Cambridge Community Foundation's Professional Advisors and on the Board of Directors for Beth El Temple Center. Weiss Financial Advisors, LLC is an independent firm providing wealth management and modular financial planning to individual and high-net-worth clients. The firm customizes portfolios based on client objectives and manages accounts primarily on a non-discretionary basis, emphasizing direct oversight by the principal.