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.

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.

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, an independent registered investment adviser based in Cambridge, MA. She holds Series 65, 66, and 63 licenses and has 14 years of experience in the industry. Prior to founding her firm in 2014, she gained relevant professional experience elsewhere. Weiss is also involved in community organizations, serving as Co-Chair of the Cambridge Community Foundation's Professional Advisors committee and Co-Chair of the Social Action Committee at Beth El Temple Center, where she is a board member. Weiss Financial Advisors provides wealth management and modular financial planning services primarily to individual and high-net-worth clients. The firm customizes portfolios to client objectives and maintains mostly non-discretionary management, emphasizing personalized client oversight.

Philip Gillette Jr. is the sole advisor and owner of Cape Ann Financial in Manchester, MA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his independent firm since 1998. In addition to advisory services, he operates as a commodity trading advisor under his own name. Cape Ann Financial provides investment advice, portfolio management, and financial planning to individuals, trusts, and pension and profit-sharing plans. The firm employs a combination of fundamental and technical analysis, with monthly account reviews and a focus on non-discretionary management alongside the use of hedging instruments.

Charles Husak is a financial advisor with Stonehurst Capital Management, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009 and founded Stonehurst Capital Management in 2015. Stonehurst Capital Management provides discretionary managed account services to high net worth individuals and institutional clients, employing a proprietary fundamental value framework that integrates bottom-up stock selection with long and short positions, along with hedging strategies. The firm focuses on a limited client roster and combines medium- to long-term value investing with opportunistic short-term trades.

Bruce Holdridge is a CFP® with 21 years of industry experience and has been with Standard Planning Company since 1988. He holds a Series 63 license and operates as the sole advisor at the independent firm based in Rockport, MA. Standard Planning Company provides investment advice and account management to individuals, families, retirement plans, foundations, and endowments, offering personal financial planning services that cover retirement, estate, long-term care, charitable gifting, trust utilization, and retirement income distribution. The firm manages approximately $86 million, focusing on portfolios constructed from client risk profiles and primarily composed of passively managed index funds.

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.

Juan De Jesus is the sole advisor at Spotlight Investment LLC in Boston, MA, holding a Series 65 license with seven years of industry experience. Prior to founding Spotlight Investment in 2019, he was associated with Cascodium LLC beginning in 2018 and spent nine years as a full-time student. Outside of his advisory role, he designs and develops hardware through his engineering contracting business, China Export Trading LLC. Spotlight Investment LLC serves individual clients by providing comprehensive financial planning and non-discretionary portfolio management. The firm’s investment approach integrates fundamental analysis with portfolio construction techniques such as Modern Portfolio Theory, factor investing, and risk parity, and incorporates tools like backtesting and Monte Carlo simulation.

Alex Toussaint is the principal of Risen Phoenix Capital Advisers, LLC and holds Series 65 and Series 63 licenses with seven years of industry experience. Prior to founding Risen Phoenix, he was affiliated with New York Life and NYLIFE Securities for seven years. Outside of advising, he is the president of Kitaya Tax Services, LLC, which provides tax preparation and representation, and works as a real estate agent with RE/MAX On the Charles. Risen Phoenix Capital Advisers serves pooled vehicles, institutional assets, and individual clients offering discretionary portfolio management alongside retirement, trust, insurance, and coordinated tax planning. The firm employs a strategic asset allocation approach based on modern portfolio theory, primarily using passive indexing with ETFs and mutual funds, supplemented by select alternatives, and offers financial planning on fixed or hourly fee arrangements.

Gavin Trebilcock is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He has worked at Goldman Sachs & Co. and held positions at Cornell University, GBS Corp, and Ohio State University before founding Grail Capital LLC in Boston. Grail Capital LLC provides discretionary portfolio management and investment oversight to high-net-worth individuals and corporate clients. The firm uses a combination of cyclical, fundamental, quantitative, and modern portfolio theory analyses, focusing primarily on equities while incorporating fixed income, ETFs, commodities, and international securities, and employs both long- and short-term strategies including derivatives and options where appropriate.

Christina Larson is a Certified Financial Planner™ with 17 years of industry experience. She has operated Larson Financial Planning, Inc., an independent advisory firm based in Winchester, MA, since 2010. Larson Financial Planning provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm builds customized, primarily long-term portfolios using diversified mutual funds and ETFs, with ongoing portfolio supervision, rebalancing, and tax-loss harvesting.

Joseph Fodera is the principal of DBA Joseph Fodera and holds a Series 66 designation with 20 years of industry experience. He has been involved with Cornerstone Industries since 1991, where he is also the owner, focusing primarily on real estate development and renovations. Outside of advisory services, he serves as the registered agent and manager of DiCamillo Associates, LLC. Fodera Investments, Inc. provides investment advisory services primarily to individual clients, offering managed account oversight and consultation with a conservative, fundamental research-based approach. The firm operates on a small scale, with most of Mr. Fodera’s time dedicated to real estate development, and manages accounts mostly on a non-discretionary basis.

Dennis Butler is the president of Centre Street Cambridge Corporation and holds the CFA® designation. He has 31 years of experience in the financial industry, with over three decades at Centre Street Cambridge Corporation. Centre Street Cambridge Corporation provides discretionary management of long-term, value-oriented investment portfolios primarily for individual clients, though it is also available to serve trusts, pension plans, and endowments. The firm’s approach emphasizes fundamental research and business valuation, with low turnover and a selective use of fixed-income positions.

Susanne Howard is a financial advisor at L.F. Howard Associates Inc in Boston, MA, holding a Series 65 designation with 25 years of industry experience. L.F. Howard Associates provides portfolio management and consulting services to individuals, trusts and estates, and corporate clients. The firm manages approximately $96 million in client assets and develops individualized investment policies using a variety of analytical methods, implementing strategies ranging from long-term holdings to shorter-term trading across multiple asset classes. Its unique offerings include trustee and executor services by a Massachusetts-licensed attorney principal and work with private business entities, which contributes to a diverse client base.

Geoffrey Loynd is the sole advisor at Loynd Capital Management in Marblehead, MA, holding the CFA® designation and Series 63 license with 20 years of industry experience. He has led Loynd Capital Management since 1992. Loynd Capital Management is an independent, fee-only registered investment adviser serving primarily individual investors and one charitable organization. The firm employs a scientific, academically grounded investment approach focused on low-cost diversified funds and ETFs, using fixed income to reduce portfolio volatility and emphasizing tailored risk profiles, low turnover, and incorporation of new research.

Peter Jalbert is a CFP® with 23 years of industry experience and has been with Crossroads Capital Management LLC since 2008. He holds Series 63 and Series 65 licenses and operates as the sole advisor at his independent firm based in Marblehead, MA. Crossroads Capital Management provides financial planning and discretionary investment management to individuals, families, trusts, and related entities, including charitable organizations. The firm emphasizes strategic asset allocation and constructs individually tailored portfolios using a combination of passive index/ETF exposures, actively managed funds, and individual securities, managing accounts on a discretionary basis with regular client reviews and ongoing communication.