William O'Donnell is a financial advisor at Donal Fiduciaries with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Alan Biller and Associates from 2015 to 2017. Donal Fiduciaries provides ongoing investment advisory services to individuals, trusts, and institutional clients, including pension plans and endowments. The firm offers customized recommendations through a process that combines strategic asset allocation, macroeconomic and technical analysis, and fundamental security selection, primarily operating on a non-discretionary, consultative basis.

Craig Harsfield is a financial advisor with Collaborative Financial Solutions LLC in Brookline, MA, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Alternative Capitalis, LLC and LPL Financial. He serves as chairperson of the Professional Advisors Committee for the Brookline Community Foundation and is a board member of the Pierce School Extended Day after school program. Collaborative Financial Solutions advises individual and small business clients, managing approximately $14 million with a focus on discretionary portfolio management and financial planning. The firm employs model portfolios and a combination of technical and fundamental analysis tailored to client objectives.

Steven Ayers is the principal of Steven Ayers & Company, an independent advisory firm based in Cambridge, MA. He holds the CFA® designation and Series 63 license, with 23 years of industry experience. Since founding his firm in 2002, he has focused on discretionary and non-discretionary investment management. Steven Ayers & Company manages approximately $88.6 million for individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs an active, fundamental research approach across a broad range of asset classes to construct portfolios tailored to clients’ objectives and risk tolerance.

Derek Chin is a CFA® charterholder and the sole advisor at Northquant Capital Management, LLC, where he has worked since 2012. He has six years of industry experience and is based in Wellesley, MA. Northquant Capital Management, LLC provides discretionary portfolio management primarily to individuals and high-net-worth clients. The firm employs a combination of fundamental, quantitative, and technical analysis to design equity-based strategies, incorporating both long- and short-term trading techniques with risk management tailored to each client’s investment policy.

Trevor Gailun is a CFP® with seven years of industry experience, currently serving as the sole advisor at Thrive Investments, LLC in Wellesley, MA. He previously worked at Wellesley Investment Partners from 2014 to 2020. Thrive Investments offers investment management and a subscription-based online financial planning portal for individuals, high-net-worth clients, and charitable organizations. The firm’s approach uses quantitative analysis and model allocations with low-cost ETFs, providing multiple strategy options and tax-aware portfolio management, with client accounts maintained exclusively at Schwab Institutional.

Patrick Lyte is the sole advisor at The Financial Network Group, holding a Series 65 designation with 18 years of industry experience. He has been with The Financial Network Group since 2001. Outside of his advisory work, he is president and owner of PRL Associates, a firm specializing in accounting, tax services, audit and risk management, and business consulting. The Financial Network Group provides investment advisory and financial planning services to individuals, trusts, estates, and small businesses. The firm follows a structured, five-phase advisory process and a buy-and-hold investment approach, combining portfolio management with coordinated tax and accounting support through its affiliated accounting entity.

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.

Pavan Neti is a financial advisor at Standish Capital Management, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Standish Capital Management, Neti worked at Citizens Financial Group and spent six years as a primary caregiver and individual investor. Standish Capital Management provides discretionary investment management through separately managed accounts for individuals, high-net-worth investors, and small business entities. The firm employs a systematic, growth-oriented equity strategy focused on U.S. equities and ETFs, with customizable accounts and a quantitative and fundamental decision-making process.

Celeste Gilbert is a financial advisor with C.J. Gilbert Financial LLC in Weston, MA. She holds a Series 65 designation and has seven years of industry experience, including four years at J.W. Swenson Investment Counsel. C.J. Gilbert Financial LLC provides investment management services to individuals, trusts, and individual retirement plans through sub-advisory agreements with independent investment managers. The firm focuses on client objectives and oversight of independent managers, delivering consolidated reporting and advisory fees while not executing trades or maintaining custody of assets.

Jeremy Bohne is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He has been the principal advisor at Paceline Wealth Management, LLC since 2017. Paceline Wealth Management serves individual and high-net-worth clients, offering wealth management services that include discretionary and non-discretionary portfolio management, financial planning, and retirement-account guidance. The firm employs a primarily long-term investment approach using fund, fundamental, and cyclical analysis to tailor portfolios to client goals and risk tolerance, and also provides pension-related participant account management and consulting for employer plans.

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.

Caleb Smith is a CFP® and CFA® with one year of experience, currently serving as the sole advisor at Westmoor Wealth LLC in Boston, MA. Prior to founding Westmoor Wealth in 2025, he worked at SageView Advisory Group, Edelman Financial Engines, Forward Financing, and Fidelity Management & Research. Westmoor Wealth provides wealth management and financial planning services to individuals and high-net-worth clients, offering both discretionary and non-discretionary investment management. The firm utilizes a fundamentally based, long-term oriented investment process with customized portfolio construction employing low-cost mutual funds and ETFs, supplemented by individual stocks and bonds as needed, and it routinely recommends unaffiliated independent managers without accepting direct compensation from them.

Ichiro Ishiguro is a CFA® charterholder and the sole advisor at Balanstone, LLC, an independent firm based in Newton, MA. He has 10 years of industry experience and has led Balanstone since its founding in 2015. Balanstone provides ongoing portfolio management and subadvisory services to individuals, high-net-worth clients, corporations, and other investment advisers. The firm employs a long-term, fundamental equity investment approach focused on company fundamentals, future cash flows, and secular growth trends, managing accounts primarily on a discretionary basis with regular portfolio reviews.

Brian Foley is a CFP® with 17 years of industry experience and is the sole advisor at BCF Law Group, LLC in South Boston, MA. He has operated BCF Law Group since 2008 and maintains a private law practice through the Law Offices of Brian C. Foley. In addition to his advisory and legal work, he prepares individual income tax returns and is a licensed independent insurance agent. BCF Law Group is an independent investment adviser serving individual clients with financial planning and discretionary portfolio management. The firm employs a conservative, low-turnover investment approach tailored to clients’ personal circumstances, integrating estate, tax, and insurance services alongside its core investment advice.

Gerald Loftin is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of industry experience. He has worked at Proficient Wealth Counselors, LLC since 2011 and previously spent nine years with Commonwealth Financial Network. Loftin is also a licensed insurance agent. Proficient Wealth Counselors, LLC provides discretionary asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The firm emphasizes continuous account supervision and uses proprietary model portfolios predominantly composed of exchange-traded funds tailored to client objectives and risk tolerances.

Elizabeth Pleck is a CFP® professional with 13 years of industry experience, operating as the sole advisor at Financial Strategies, LLC in Wellesley, MA. She has been with Financial Strategies LLC since 1982 and is also active as a writer, lecturer, and consultant. Financial Strategies, LLC is an independent firm providing fee-only financial planning and discretionary investment management primarily for individuals and couples. The firm emphasizes a long-term, diversified investment approach based on Modern Portfolio Theory, offering ongoing portfolio management, hourly consultations, and comprehensive written financial plans.

Cyrus Amin is the principal of C. Michael Amin, LLC, an independent investment advisory firm. He holds a Series 65 designation and has 11 years of industry experience, having been with his current firm since 2009 when it was known as Redwood, LLC. C. Michael Amin, LLC provides discretionary asset management primarily to accredited investors, qualified clients, and institutional investors, employing a long-biased, value-oriented equity strategy focused on long-term capital appreciation. The firm utilizes fundamental research and incorporates leverage, derivatives, and performance-fee arrangements within customized client agreements.

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.

Dana Levit is a financial advisor at Paragon Financial Advisors in Newton, MA, holding CFP® and Series 65 credentials with 24 years of industry experience. Prior to founding Paragon Financial Advisors, Dana worked at Back Bay Financial Group, Inc. from 2001 to 2005. Paragon Financial Advisors offers comprehensive financial planning and investment advisory services for individuals and families, emphasizing retirement, tax and estate planning, risk management, and small-business planning. The firm uses a non-discretionary, fee-only approach with portfolios typically including no-load mutual funds, ETFs, government securities, and individual bonds.

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.