Joseph Casale is a financial advisor at Sagamore Wealth Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Sagamore Wealth Management since 2011. In addition to his advisory role, Casale manages a wholesale distribution company, Coleman Manufacturing. Sagamore Wealth Management provides discretionary investment management and financial planning services to individual and high-net-worth clients, along with retirement plan advisory for plan sponsors. The firm employs a long-term, fundamental analysis approach using diversified portfolios of ETFs, mutual funds, and other securities, and offers a range of retirement plan consulting services.

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.

Gwendolyn Floyd is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. She previously operated her own independent advisory and CPA firms from 2010 to 2023. Floyd provides financial planning, consulting, and tax preparation services through her independent business activities. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, a variety of model portfolios, and flexible investment solutions that combine advisory and brokerage services.

Derek Chin is a CFA® charterholder and principal of Northquant Capital Management, LLC, an independent firm based in Wellesley, MA. He has 14 years of experience with Northquant and six years in the financial industry overall. Northquant Capital Management offers discretionary portfolio management primarily to individuals and high-net-worth clients, focusing on equities and equity derivatives. The firm uses a combination of fundamental, quantitative, and technical analysis across various strategies, including long- and short-term trading and options, with client accounts monitored regularly and reported quarterly.

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 for six years before founding Thrive Investments in 2022. Thrive Investments provides ongoing investment management and a subscription-based online financial planning portal for individuals, high-net-worth clients, and charitable organizations. The firm’s investment approach emphasizes quantitative analysis and model allocations using low-cost ETFs, offering nine strategy options with tax-aware portfolio management and discretionary authority when authorized.

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.

Anupama Rames is a financial advisor at Sustainable Investment Partners LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Boston Trust Walden, BNP Paribas Asset Management, and Liberty Mutual Investments. Sustainable Investment Partners LLC is a fee-only registered investment adviser serving high-net-worth individuals, pension and profit-sharing plans, endowments, foundations, non-profits, and small businesses. The firm emphasizes fundamental analysis and impact-driven portfolios, combining passive and active strategies, and offers both consultative and discretionary management services.

Pavan Neti is an investment advisor at Standish Capital Management, LLC with a Series 65 designation and two years of industry experience. Prior to joining Standish Capital Management, he worked at Citizens Financial Group and spent several years as a primary caregiver and individual investor. Standish Capital Management provides discretionary investment management through separately managed accounts, serving individuals, high-net-worth clients, and small business entities. The firm employs a systematic, rules-based large/mid-cap growth equity strategy combining fundamental and quantitative indicators, with a single principal responsible for investment decisions and compliance.

Celeste Gilbert is a financial advisor at C.J. Gilbert Financial LLC in Weston, MA, holding a Series 65 designation with six years of industry experience. She previously worked for four years at J.W. Swenson Investment Counsel. C.J. Gilbert Financial LLC is an independent Massachusetts-registered investment adviser serving individuals, high-net-worth clients, trusts, and IRAs. The firm employs an exclusive sub-advisory model, implementing portfolios through independent managers and overseeing approximately $27 million in discretionary assets as a solo practitioner.

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.

Robert Abraham Jr. is the sole advisor at Abraham, Robert Ralph Jr., an independent firm based in Salem, MA. He holds a Series 65 designation and has 21 years of industry experience. Abraham has been with his current firm since 2002. The firm serves individual and trust clients with a fee-only, value-growth, buy-and-hold investment approach, managing approximately $7.4 million across about 19 households. Services include financial planning, portfolio management, retirement rollovers, and assistance with real-estate financing and related documentation.

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.

Walter Beck is a CFA® charterholder with 32 years of industry experience. He has been the principal of Tailwind Wealth Management, LLC since 2017 and previously worked at Fidelity Investments from 2013 to 2017. Tailwind Wealth Management is an independent registered investment adviser that provides customized wealth management, investment management, and financial planning services to individuals, trusts, and estates. The firm manages approximately $38.2 million on a discretionary basis for about 32 clients, using a primarily long-term, diversified, and rebalancing approach with ETFs, mutual funds, individual stocks, and bonds.

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.

Jennifer Dougherty is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. She has worked at Ballentine Partners LLC and has been operating BroadWealth LLC since 2019. BroadWealth serves a selective group of high-net-worth individuals, families, and related entities by providing integrated wealth management services focused on personalized asset allocation using low-cost, tax-aware vehicles and broad diversification. The firm also offers pension consulting and educational seminars, alongside standalone financial consulting and project-based work such as business-sale preparation and probate support.

Eric Hundahl is a CFA® charterholder with 15 years of industry experience. He has been the sole advisor at Sail Loft Capital Management LLC since 2014. Sail Loft Capital Management LLC is a state-registered, single-advisor firm based in Salem, MA, providing discretionary portfolio management primarily to high-net-worth individuals and related trusts and estates. The firm employs an opportunistic investment approach that integrates fundamental, macroeconomic, and technical analysis to manage portfolios ranging from conservative to aggressive, including stocks, bonds, mutual funds, ETFs, and option contracts with fixed downside risk.

Samanda Morales is a financial advisor at Wellfin360 with four years at the firm and two years of industry experience. She holds a Series 65 designation and previously worked at Bank of NY Mellon and MBS LLC. Morales is also the Co-Founder and CEO of Ahora Inc, where she provides strategic direction and participates in fundraising activities. Wellfin360 is a fee-only independent investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm focuses on asset-allocation-driven portfolio management primarily using passive funds and offers tailored financial planning through tiered service levels and educational seminars.

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.