Michael Sly is a CFP® with 25 years of industry experience, serving as the sole advisor at Strategic Financial Alliance, LLC since 2000. He is also a licensed CPA in Massachusetts, providing tax compliance and tax return preparation services to clients. Outside of financial advising, he manages a real estate holding and management company. Strategic Financial Alliance LLC offers investment advisory, management, comprehensive financial planning, and hourly consulting to individuals, corporations, and trusts. The firm focuses on mid- to long-term goal achievement through diversified asset allocation, regular portfolio reviews, and incorporates tax efficiency and cost control informed by Mr. Sly’s CPA background.

Philip Stockton is a CFP® with 16 years of industry experience and has been the sole advisor at Techgen Financial since 2008. He holds a Series 65 license and operates out of Sharon, MA. Techgen Financial is an independent firm offering fee-only holistic financial planning and advisory services to individuals and families. The firm focuses on long-term, globally diversified investment guidance that emphasizes tax efficiency and appropriate asset allocation, delivering services through comprehensive retainers or targeted project agreements.

Emmanuel Sabiiti is a CFP® and CFA® affiliated with Emma Research LLC, where he has worked since 2024. He has over 15 years of industry experience, including a 16-year tenure at Boston Common Asset Management and a concurrent role at MassMutual as Head of Sustainable Investment Strategy. In this latter position, he leads ESG investment initiatives. Emma Research LLC is a state-registered investment adviser serving individuals, high-net-worth clients, and charitable organizations. The firm emphasizes passive investment management with index funds and ETFs, supplemented by active management and fundamental analysis for larger accounts, and also provides financial planning on an hourly basis.

Dar Sandler is the sole advisor at Appian Road LLC, an independent firm based in Chestnut Hill, MA. He holds a Series 65 designation and has 10 years of industry experience, having been with Appian Road since 2013. Sandler is also registered as a Commodity Trading Advisor, which is notable given the firm’s focus on futures in client portfolios. Appian Road LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, using ETFs and futures contracts within its investment strategies. The firm emphasizes fundamental and cyclical analysis with both long- and short-term trading approaches, and manages accounts on a small scale with centralized oversight by Sandler.

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.

Stuart Nagode is a CFA® charterholder with 23 years of experience in the financial industry. He has been the sole advisor at Dover Investment Advisory Corporation since 2001. Dover Investment Advisory Corporation provides discretionary portfolio management to individuals, trusts, and corporations, managing approximately $135 million across about 45 client relationships. The firm employs broadly diversified, low-cost investment strategies primarily using index mutual funds and ETFs, with selective active management in specific market segments.

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.

Jeffrey Houben is a financial advisor with Houwen Planning Associates Inc. in Brighton, MA. He holds the ChFC® designation and a Series 63 license, with 22 years of experience in the industry. Houben has worked at Guardian Life since 1992 and has been with his own firm since 1999. Houwen Planning Associates serves individuals, families, retirees, and small businesses by providing financial planning, retirement-plan consulting, and fee-based investment advisory services. The firm focuses on customized, cost-conscious retirement planning using lower-cost or no-load investment vehicles and offers non-discretionary advice with periodic reviews.

Lisa Franks is a financial advisor with L M Franks Capital in Chestnut Hill, MA, holding a Series 65 designation and 11 years of industry experience. She previously worked at Taylor Wealth Management Partners for four years before founding her current firm in 2018. Outside of advising, she manages an art holding company and a family real estate LLC for estate planning purposes. L M Franks Capital provides customized discretionary and non-discretionary investment management and advisory services to individuals, high-net-worth clients, estates, trusts, and charitable organizations. The firm employs a top-down investment approach that integrates global growth analysis with fundamental, technical, behavioral, and charting methods to pursue long-term growth with income, managing approximately $34 million in client assets.

Steven Qian is the president and chief compliance officer of Tribeca Investment Inc. with 10 years of experience in the financial industry. He previously held positions at Ninth Eternity Asset Management LLC, Ninth Eternity Securities LLC, Ninth Eternity Venture Capital, and Beijing Botai Kangrui Investment Management. Outside of his advisory role, Qian is a shareholder and director of Pulsethera Corporation, a Massachusetts-based small business focused on eliminating drug-resistant pathogens through light inactivation, where he assists with capital raising and business development. Tribeca Investment Inc. provides discretionary investment management and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $19 million across tailored portfolios using a long-term investment approach with proprietary technical-analysis, strategic and tactical asset allocation, and conducts quarterly reviews.

Michael Najarian is a financial advisor at Najarian Financial LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research and Closing Time. In addition to his advisory work, he is a licensed independent life insurance agent and provides accounting and tax preparation services. Najarian Financial LLC offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and corporate entities. The firm employs a primarily non-discretionary investment approach that integrates multiple analytical methods and includes a range of investment options from mutual funds to private placements.

Stephen Colella is the sole advisor at Snug Harbor Capital Management, LLC, an independent firm based in Marshfield, MA. He holds Series 63, 65, and 66 licenses and has 23 years of industry experience, having led Snug Harbor since 2005. Snug Harbor Capital Management provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, corporations, and other business entities. The firm constructs individualized portfolios using a range of securities and may recommend active option strategies, private placement investments for accredited investors, and manages allocations within variable annuity and employer-sponsored retirement plans.

Jingsong Xu is the principal advisor at Growth Vision Asset Management LLC, an independent firm based in Sharon, MA. He holds a Series 65 designation and has 11 years of industry experience. Since founding Growth Vision Asset Management in 2013, he has focused on managing portfolios specializing in small- and mid-cap biotechnology equities. Growth Vision Asset Management provides discretionary portfolio management to qualified clients, including high-net-worth individuals, investment clubs, and institutional investors such as fund-of-funds and family offices. The firm employs a fundamental-analysis-driven strategy with long-term positions, low turnover, and no use of derivatives or short sales.

Do you have financial goals but aren't sure what steps you need to take to achieve them? Need help prioritizing? I help clients simplify their finances and develop a clear plan for building and preserving wealth, so they can focus on life's other priorities. I have over 20 years' experience working with busy professionals, retirees and their families. Credentials and education: Certified Financial Planner® Professional MBA, Northeastern University BS, Biology, University of Ottawa I grew up in Canada and moved to Boston to attend graduate school. After working at a large regional accounting firm, I founded Clearvue Advisors to provide unbiased fee-only financial planning advice and investment management services. I am based in Milton, MA, serving clients in the Boston area and nationwide virtually. Financial planning is not a one-time event. It's a process that helps you make well informed decisions throughout your life. My goal is to help you achieve peace of mind knowing you have someone to guide you through life's many transitions. Contact me for a free consultation to see if we're a good fit.

Peter Berenson is the sole advisor at CPAsset Management, Inc., an independent firm based in Newton, MA. He holds the PFS™ and Series 65 designations and has 29 years of industry experience, having worked at CPAsset Management since 1997. In addition to his advisory role, he provides bookkeeping and general business consulting through his CPA practice, including coordinating family meetings and working with independent accountants. CPAsset Management serves high net worth individuals, trusts, and estates, managing separately managed accounts with tailored investment strategies that combine fundamental and technical analysis. The firm emphasizes individualized client objectives and maintains a distinctive operational profile through its affiliation with accounting services and limited client authority practices.

Sunil Harpalani is the principal of Holistic View Financial, LLC, an independent advisory firm, with eight years of industry experience. He holds a Series 65 designation and also owns Sunil Harpalani, LLC, providing financial planning and accounting consulting primarily to biotech businesses. Holistic View Financial, LLC is a fee-only advisory firm serving individuals, families, and small businesses with a focus on passive investment strategies using low-cost index funds and ETFs. The firm integrates investment management with tax compliance and audit support, offering comprehensive financial planning and tailored portfolio management in a single-advisor setting.

Kathy O'Connor is a CFA® charterholder and the sole advisor at KJ Capital Management LLC, where she has worked since 2008. She has 14 years of industry experience. KJ Capital Management provides fee-only investment advisory services to individuals, trusts, charitable organizations, municipalities, corporations, banks, and employee benefit plans. The firm offers discretionary portfolio management, pension plan consulting, participant education, and licenses model portfolios exclusively to other investment advisers.

Christopher Kristian is a financial advisor with Legacy Investment Advisors Inc. in Braintree, MA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Legacy Investment Advisors since 2000 and previously worked at Triad Advisors, LLC, and Osaic Wealth, Inc. Outside of his advisory role, he serves as an executive vice president at TWG Insurance Agency LLC and is involved in charitable activities through a personal LLC related to pleasure sailing. Legacy Investment Advisors serves individuals, trusts, closely held business owners, and certain pension and corporate clients, providing investment advice and portfolio management primarily through third-party program managers. The firm manages approximately $5.4 million in client assets on a non-discretionary basis, using model portfolios and manager-of-managers platforms with automated rebalancing, and incorporates various analysis methods while accommodating client-imposed investment restrictions.

If I asked you how to drive from Boston to Florida, you would probably tell me it’s a lot easier to get there with a map or GPS. Now what if I asked you how to get from here to… retirement? Financial planning is like a road map for your future. With a holistic perspective, we dive into every aspect of your financial situation, ensuring that no opportunity for growth or security is overlooked, and we put together a plan to help you realize your dreams. Then, we help monitor your progress, like a financial GPS, as you navigate traffic along the way, or choose to stop at a few scenic overlooks. I began my career in Corporate Finance, but my passion for personal planning was sparked when I realized that I missed a few financial opportunities in my own life. In the early years, between work and building a family, time is at a premium. While my husband and I had interest in managing our financial lives, we didn’t have the time to be intentional about it. Working with a financial professional would have been beneficial, but at the time, we didn’t know how to afford it, who to trust, or where to seek qualified advice. So, I decided to become the person we were seeking. In 2017, I started pursuit of the CERTIFIED FINANCIAL PLANNER™ certification, which requires a fiduciary oath to always put my clients’ best interests first. I founded Ascend Financial in 2023 because I believe financial planning should be accessible. At Ascend, we have no asset minimums. Our typical client is in their career-building phase, seeking advice on managing a lot of big-ticket expenses, and trying to maximize their opportunities for savings and retirement. In addition to comprehensive financial planning and investment management services, we also provide college funding analysis and student loan planning. Knowing that education is often one of the largest expenses a family incurs, we prioritize our skills in navigating the complex and ever-changing landscape of student loan and financial aid programs. At Ascend, we help clients organize their financial lives, dream about their goals, and analyze the what-if situations that come up. Our goal is to make sure that you see the opportunities that lie ahead, instead of noticing them in the rear-view mirror.