Daniel Sullivan is the principal of Sullivan Retirement Resources, LLC in Wrentham, MA, holding Series 63, 65, and 66 licenses with 41 years of industry experience. He previously worked at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory work, he owns a consulting business that advises prospective students and parents on the college admission process. Sullivan Retirement Resources, LLC is a fee-based registered investment adviser serving individuals, high-net-worth clients, families, related entities, and small businesses. The firm provides comprehensive financial planning and discretionary investment advisory services through unaffiliated sub-advisors and third-party managers, employing a mosaic approach to portfolio analysis.

Sharon Lund is the principal of SHARON LUND, FINANCIAL PLANNING, Inc., an independent firm based in Needham, MA. She holds a Series 65 designation and has 22 years of experience in financial planning. Since founding her firm in 2002, she has provided non-discretionary financial advice to a modest client base. Her firm offers independent financial planning and investment advice to individuals, trusts, small businesses, and non-profits, focusing on retirement, tax and estate planning, college funding, and insurance evaluation. The firm uses a fee model based on hourly billing or retainer arrangements rather than assets under management, emphasizing diversified, moderate-to-conservative portfolios with tax efficiency and low turnover.

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.

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.

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.

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.

Richard Bowers is the principal advisor at Venture Partners Wealth Management, LLC in Natick, MA, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Silverwood Partners LLC. Outside of his advisory role, Mr. Bowers co-founded Partners on Prospect, a nonprofit forum for business visionaries and investors, and serves as a board member and paymaster for The Corinthians Association, Inc. Venture Partners Wealth Management is a small, independent advisory firm serving individuals, trusts, estates, businesses, and retirement plans, including pension and profit-sharing clients. The firm emphasizes fundamental analysis and constructs diversified, low-cost portfolios using mutual funds, ETFs, individual securities, and Independent Managers, while providing fiduciary investment management, financial planning, and pension consulting services.

Sergey Agres is a CFA® charterholder affiliated with AMA Office Solutions LLC in Needham, MA. He has seven years of experience at Cambridge Associates, LLC and three years at Aon. AMA Office Solutions operates primarily as an accounting and bookkeeping practice while also functioning as a state-registered investment adviser serving corporations, families, and small institutions. The firm combines proprietary quantitative models with qualitative adjustments to manage diversified portfolios, with particular expertise in retirement plan consulting and pension strategy.

Katie Macdonald is a CFP® professional with 17 years of industry experience. She is the sole advisor at MacDonald Wealth Management, LLC, where she has worked since 2016 following prior experience at Beck Bode Wealth Management. MacDonald Wealth Management provides portfolio management, financial planning, and related services to individuals, high-net-worth clients, and charitable organizations. The firm offers specialized tax preparation and a Sports & Entertainment division, delivering financial planning, investment management, and career counseling tailored to athletes and their support networks.

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.

Michael Gross is a CFP®, PFS™, and Series 65-registered financial advisor with ten years of industry experience. He is the principal of Rising Tides Financial, LLC, an independent firm based in Needham, MA. Gross dedicates part of his time to an affiliated CPA practice that coordinates tax preparation and accounting services for his clients. Rising Tides Financial provides ongoing financial planning and portfolio management to individuals, trusts, estates, and charitable organizations. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and technical analysis, and offers both discretionary and non-discretionary management arrangements.

Kimberly Howard is a CFP® with 19 years of experience in the financial services industry. She is the principal advisor at KJH Financial Services in Needham, MA, and has worked at CitiStreet since 2004, where she also serves as a project manager for third-party retirement plan administration. KJH Financial Services offers fee-only financial planning for individuals, couples, high-net-worth clients, trusts, small businesses, and retirement plans. The firm provides consultative, educational investment guidance without portfolio management or custody of assets, focusing on long-term, diversified, buy-and-hold strategies and charging fees on an hourly, project, or retainer basis.

Paul Cloonan is a CFP® and CFA® with over 25 years of experience in the financial industry. He is the principal advisor at Pathways Financial Consulting LLC, where he has worked since 2023. Prior to founding Pathways, he spent 24 years at Amundi Distributor US, Inc. Pathways Financial Consulting LLC is an independent registered investment adviser serving individuals and high-net-worth clients. The firm focuses on discretionary wealth management and financial planning, constructing diversified portfolios primarily using low-cost mutual funds and ETFs, with the ability to include individual stocks or bonds as needed.

Matthew Priore is the sole advisor at Priore Investments, holding a Series 65 designation with 11 years of industry experience. He has worked at Priore Investments since 2015 and has been employed at Perficient, Inc. since 2010. Priore Investments is a sole-proprietorship investment adviser that serves both non-high-net-worth and high-net-worth individual clients. The firm provides customized investment management focused on risk-adjusted returns tailored to client needs, using traditional securities analysis and discretionary trading authority under client agreements.

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.

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.

Michael Widlake II is an investment manager at Commonwealth Guardians with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Gradient Advisors LLC and Simplicity Wealth. In addition to his advisory role, he is an independent licensed insurance agent involved in fixed insurance sales. Commonwealth Guardians provides discretionary asset management services primarily to individuals, high-net-worth clients, trusts, and estates. The firm utilizes the Orion Portfolio Solutions platform, applying fundamental and cyclical analysis alongside modern portfolio theory, and oversees third-party strategists to implement investment models.

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.