Craig Harsfield is a financial advisor with Collaborative Financial Solutions LLC in Brookline, MA, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Alternative Capitalis, LLC and LPL Financial LLC. 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 LLC provides discretionary portfolio management and financial planning to individual and small business clients, utilizing model portfolios and third-party money managers. The firm emphasizes asset allocation and manager selection, combining advisory services with licensed insurance offerings.

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 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.

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.

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.

Gerald Loftin is a CFP® professional with 23 years of industry experience. He has been with Proficient Wealth Counselors, LLC since 2011, where he is the sole advisor. Loftin maintains a licensed insurance practice and dedicates a portion of his time to selling fixed insurance products. Proficient Wealth Counselors provides discretionary asset management, written financial planning, and retirement plan consulting to individuals and employer-sponsored pension and profit-sharing plans. The firm uses fundamental analysis and proprietary model portfolios primarily implemented through ETFs, with ongoing portfolio supervision and a long-term investment approach.

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 sole advisor at C. Michael Amin, LLC, a state-registered investment adviser based in Somerville, MA. He holds a Series 65 designation and has 11 years of industry experience. Amin has been with C. Michael Amin, LLC since 2009. C. Michael Amin, LLC provides discretionary asset management primarily to accredited investors, qualified clients, and institutional investors, using a long-biased, value-oriented, concentrated equity strategy focused on long-term capital appreciation. The firm employs fundamental research and may use leverage, derivatives, and short sales, offering both separately managed accounts and pooled vehicles with negotiable fee arrangements.

John Colantino is a CFP® professional with 10 years of industry experience. He is the principal of Act 2 Planning LLC in Winchester, MA, and previously worked at Fidelity Investments for 24 years. Act 2 Planning provides fee-only, project-based financial planning and consulting to individuals and institutional clients, focusing on written plans and implementation recommendations rather than discretionary asset management. The firm emphasizes asset allocation and modern portfolio theory, typically recommending passive/index funds and ETFs.

Dana Levit is a CFP® and holds a Series 65 license with 24 years of industry experience. She has worked at Back Bay Financial Group, Inc. since 2001. Levit is the sole advisor at Paragon Financial Advisors, an independent firm based in Newton, MA. Paragon Financial Advisors provides comprehensive financial planning and investment advisory services for individuals and families, including retirement, tax and estate planning, risk management, and small-business planning. The firm offers tailored investment guidance on a non-discretionary, fee-only basis, utilizing no-load mutual funds, ETFs, government securities, and individual bonds.