Juan De Jesus is the sole advisor at Spotlight Investment LLC in Boston, MA, holding a Series 65 designation with six years of industry experience. He has worked at Spotlight Investment since 2019 and also maintains an engineering design business, China Export Trading LLC, based in Doral, FL. Spotlight Investment LLC provides comprehensive financial planning and non-discretionary portfolio management primarily for individual clients. The firm’s investment approach incorporates fundamental analysis, Modern Portfolio Theory, factor investing, and risk-parity concepts to construct diversified portfolios across multiple asset classes.

Mary Montanari is the founder and sole advisor of Montanari Financial Advisors Inc. in Norwell, MA. She holds the CFP® designation and has 27 years of industry experience, having led her independent firm since 1999. Montanari Financial Advisors is an independent, single-advisor registered investment adviser serving individual and trust clients with discretionary investment management and fee-for-service financial planning. The firm employs a top-down investment approach combining fundamental and technical analysis, managing diversified portfolios across various asset classes while adhering to a selective client intake policy and accommodating customized investment preferences.

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.

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.

Stephen Coville is a financial advisor at Alco Advisors, Inc. with 22 years of industry experience. He has been with Alco Advisors since 1987. Alco Advisors provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, corporations, and various institutional clients. The firm offers customized portfolio management using mutual funds, ETFs, and securities, and combines advisory services with non-advisory tax support.

Christopher De Roetth is the sole advisor at Account Management, LLC in Hingham, MA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has led Account Management, LLC since 1999. Account Management, LLC provides discretionary investment advisory services to a small number of high-net-worth individuals, families, trusts, foundations, and endowments. The firm focuses on public North American equities using a combination of fundamental and technical analysis and employs a broader set of instruments while generally avoiding margin or leverage.

Michael Durant Jr. is a Certified Financial Planner® with 21 years of industry experience. He is the sole advisor at Belmont Financial, LLC, where he has worked since 1992. Belmont Financial serves individual investors and small business clients by offering discretionary investment management and financial planning. The firm employs a globally diversified investment approach using no-load mutual funds, closed-end funds, and ETFs, with portfolios tailored to client risk tolerance and long-term goals.

Lucas Turton is a CFA® charterholder with nine years of industry experience. He is the principal advisor at Claritas Advisors, LLC and has previously worked at Webster Bank and Windham Capital Management, LLC. Claritas Advisors, LLC provides discretionary investment advisory and portfolio management services to individual and institutional clients, managing diversified multi-asset portfolios primarily using ETFs. The firm combines quantitative and fundamental analysis with an emphasis on risk management and tactical portfolio adjustments.

Kevin Maxwell is the sole advisor at Rivermax Financial Planning LLC in Boston, MA. He holds a Series 65 credential and has one year of industry experience. His prior roles include work with Rivermax Financial LLC, involvement in financial planning education through BU and Kaplan, and leadership positions in private companies Movie Skits Inc. and PicnicArea.com Inc. Rivermax Financial Planning LLC is an independent investment adviser providing discretionary portfolio management and both project-based and ongoing comprehensive financial planning for individuals and high-net-worth clients. The firm uses a combination of passive and active investment strategies, customized Investment Policy Statements, and model portfolios through the Altruist platform to implement asset allocation and security selection.

Bradley Richardson is a Series 65 licensed financial advisor with 22 years of industry experience. He has been with Bradyco Financial in Cambridge, MA for over 40 years, where he serves as the sole advisor. Bradyco Financial provides investment management primarily to individuals, high-net-worth clients, families, and trusts, focusing on retirement preparation and management. The firm emphasizes long-term value investing in common stocks with concentrated portfolios and occasionally employs margin, short sales, and options as exceptions to its usual approach.

Dennis Mendoza is the sole advisor at Mendoza Wealth Management in Brookline, MA, holding the CFA® designation and Series 65 license with 18 years of industry experience. He has led his independent firm since 2007. Mendoza Wealth Management provides discretionary portfolio and asset management services to individuals, high-net-worth clients, and charitable organizations. The firm tailors portfolios according to client risk profiles, employing a blend of fundamental and technical analysis with a long-term investment horizon, and manages approximately $26.6 million in customized, concentrated portfolios.

The world is waking up. And it needs more wealth in the hands of conscious people. I'm Julia — The Conscious CFP. I'm a fee-only, fiduciary CFP® who works with conscious creators and purpose-driven professionals who have built real wealth through soul-aligned work and are ready for a financial advisor who finally understands them. You've done the inner work. You think in terms of alignment, energy, and intention — not just returns and risk tolerance. You have questions about whether the old financial tools and the old financial playbook still make sense in the rapidly shifting world we're entering. And you've never found an advisor who could hold that complexity alongside a comprehensive wealth strategy. That's exactly what I do. I combine rigorous financial planning and investment management with a consciousness-forward philosophy. My clients hold diverse portfolios — real estate, alternative assets, traditional investments — and I build strategies that are resilient, values-aligned, and built for where the world is actually going, not just where it's been. I grew up off the grid in rural Massachusetts, built a career inside JPMorgan and Morgan Stanley, and have spent years doing my own deep inner work alongside serious financial study. I know both worlds from the inside — and I built my business because I got tired of watching high-earning, deeply intentional people settle for advisors who only spoke half their language.

Tunc Tanin is the sole advisor at Tanin, Tunc, an independent advisory firm based in Cambridge, MA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. In addition to financial advising, he works as a licensed insurance agent focusing on life, health, and disability insurance, and provides tax preparation services during tax season. The firm serves individual and high-net-worth clients, offering hourly financial planning and discretionary portfolio management primarily through mutual funds. Its investment approach emphasizes fundamental analysis with a focus on value, safety, quality, and risk control.

Evergreen Wealth Management combines institutional-grade technology with the personalized attention of a boutique firm. We serve individuals age 50+ who want expert retirement guidance without the layers of complexity and fees that come with traditional firms. As a flat-fee, fiduciary advisor, we charge $725 per month—regardless of how much you have invested. That means no AUM-based fees, no commissions, and no incentive to sell you anything. Our only job is to help you make smart, confident financial decisions and guide you through retirement with clarity. We leverage tools like eMoney for retirement planning, Holistiplan for advanced tax analysis, Nitrogen for risk alignment, and Schwab’s iRebal® for efficient trading and portfolio management. You get the power of a large-firm platform—with direct access to a CFP® who knows your name, your values, and your goals. We help answer the questions that matter most: Are we financially ready to retire? What’s our optimal Social Security strategy? How do we minimize taxes and create steady income? How should we invest for both safety and growth? Every relationship starts with a personalized plan, built around your vision and your numbers—not generic assumptions. And we don’t stop there. As life evolves, we adapt your strategy, manage the details, and stay by your side through every decision that matters. Evergreen was founded by Nick Stevens, CFP®, after 12 years at a national investment firm. Tired of impersonal service and product-pushing incentives, he built Evergreen to give clients what they truly want: independent advice, fair pricing, and a relationship with someone who takes their retirement as seriously as they do. Nick lives in Boston with his wife Rachel, their young children, and a spirited dog named Sam. He’s a weekend DIYer, avid golfer, and firm believer that planning and consistency are the keys to success—in both life and investing. If you're looking for a modern advisor with both high-tech tools and high-touch service, Evergreen Wealth Management might be the partner you've been looking for.

Michael Sly is a CFP® with 24 years of industry experience and has been the principal advisor at Strategic Financial Alliance, LLC since 2000. He is also a licensed Certified Public Accountant in Massachusetts and provides tax compliance and tax return preparation services to some clients. Outside of his advisory work, he manages Sage Properties, LLC, a real estate holding and management company. Strategic Financial Alliance LLC offers investment advisory, portfolio management, and comprehensive financial planning services to individuals, corporations, and trusts. The firm’s investment approach incorporates asset allocation, diversification, and tax efficiency, with a notable integration of tax considerations into investment decision-making due to the principal’s CPA credentials.

Daniel Singh is a CFA® charterholder and financial advisor with eight years of industry experience. He has worked at LMCG Investments, LLC for twelve years before joining Dhyan Capital Management, where he has been since 2023. Dhyan Capital Management is a state-registered investment adviser providing discretionary asset management, financial planning, and consulting services. The firm employs a value-oriented, long-term investment approach with tactical asset allocation and uses various strategies including margin borrowing, short sales, and options.

Erica Wright is a financial advisor at Wright Financial with six years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at AE Wealth Management, Northwestern Mutual, and New York Life. Wright Financial provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients. The firm employs a multi-method investment approach incorporating charting, fundamental and quantitative analysis, and modern portfolio theory, and offers both fixed-fee and hourly financial planning arrangements.

James Panos is the sole advisor at Panos Financial Partners, LLC, an independent firm based in Boston, MA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 15 years with Boston Investment Advisors, LLC. Outside of his advisory work, he assists with the implementation of employee self-directed 401(k) plans through Paychex and is involved in sales for a customer cashback and loyalty card program. Panos Financial Partners provides portfolio management and investment supervisory services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm employs a multi-method investment approach and constructs client portfolios based on tailored Investment Policy Statements, acting with discretionary authority and offering regular monitoring and reporting.

Peter Bernardi is the sole advisor at New Century Investment Management, L.L.C., an independent firm based in Hanover, MA. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Since 2004, he has been affiliated with both New Century Investment Management and LPL Financial. Outside of his advisory work, he serves as assistant treasurer and treasurer for the South River Beach Club, a nonprofit organization. New Century Investment Management provides pension consulting services to plan sponsors, trustees, businesses, and charitable organizations. The firm focuses on investment policy guidance, mutual fund selection, monitoring, performance reporting, and participant education without managing individual client assets or offering retail portfolio management.