David Tomasetti is a CFP® with 21 years of industry experience and the principal of Tomasetti Investment Group, LLC, an independent advisory firm based in Needham, Massachusetts. He has managed his solo practice since 2003. Tomasetti is also a licensed insurance producer, providing insurance services on an as-needed basis outside his advisory role. Tomasetti Investment Group, LLC serves individuals, trusts, and company profit-sharing plans, managing approximately $60.6 million in discretionary assets. The firm employs a custom-managed, asset allocation approach with an index and value orientation, using a range of investment instruments tailored to client objectives and risk tolerances.

Jeffrey Vincent is a CFP® professional with 22 years of industry experience. He is the principal of Vincent Wealth Advisors LLC and has previously worked at Fernwood Investment Management, LLC and Vincent Financial Group. In addition to his advisory work, he is a licensed insurance agent involved in insurance sales and implementation. Vincent Wealth Advisors serves individual and high-net-worth clients with discretionary investment management and comprehensive wealth management services. The firm emphasizes a fundamental analysis approach, focusing on diversified, low-cost mutual funds and ETFs, with selective use of individual securities and an uncommon practice of employing short-term margin borrowings in client accounts.

Vache Astarjian is a financial advisor at Waterstone Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Waterstone Advisors since 2012. Outside of his advisory role, he serves as an unpaid volunteer member of the investment sub-committee for the National Association for Armenian Studies and Research's endowment fund. Waterstone Advisors serves individuals, families, non-profits, small businesses, and other advisory firms, providing discretionary portfolio management, securities research, and consulting. The firm primarily focuses on equity management using fundamental analysis and employs a fiduciary approach while avoiding derivatives and other complex products.

Mark Majka is a CFA® charterholder with 15 years of industry experience. He is the principal advisor at MJM Investment Advisors, Inc., where he has worked since 2011. Prior to that, he worked at Kastel Capital Advisors, LLC from 2019 to 2021. Since 2020, he has also served as an outsourced Chief Investment Officer for Pension and Wealth Management Advisors in Waltham, MA, providing investment research and portfolio construction input. MJM Investment Advisors, Inc. is a fee-only, registered investment adviser that offers discretionary portfolio management to individuals and small institutions. The firm employs a combination of top-down asset allocation and bottom-up fundamental analysis across several separate-account strategies and provides clients with regular performance reports and a quarterly Investment Outlook.

Adam Cole is the sole advisor at Infinite Summer Financial Planning in Needham, MA. He holds a Series 65 designation and has two years of industry experience. In addition to his financial advisory role, he has worked as a math teacher at Needham High School since 2007. Infinite Summer Financial Planning provides comprehensive financial planning and educational seminars to individuals and high-net-worth clients. The firm offers project-based and ongoing planning with written plans and annual reviews, applying Modern Portfolio Theory and using both passive and active investment vehicles tailored to client goals.

Aaron Gardiner is the principal of Gardiner Financial, Inc., an independent investment advisory firm. He holds a Series 65 designation and has eight years of experience in the financial industry. Gardiner is also a practicing orthopedic surgeon and partner at Newton Wellesley Orthopedic Associates, where he has worked since 2009. Gardiner Financial is a fee-only, state-registered adviser serving individual and high-net-worth clients with customized portfolio management and financial planning. The firm primarily uses passive, asset-class-based portfolios with low-cost index funds and ETFs, supplemented by additional analysis as needed, focusing on individualized plans rather than high-volume reporting.

Michael Wan is the sole advisor at Apperax Capital Management in Sharon, MA, holding a Series 65 license with 13 years of industry experience. He has been with Apperax Capital Management since 2012. Apperax Capital Management provides discretionary investment management primarily for high-net-worth individuals and qualified clients, focusing on long-term, value-oriented investing in undervalued companies. The firm uses proprietary research and manages concentrated portfolios with discretion, serving both individual and institutional investors.

Linda Gillespie is a financial advisor at Real World Financial Planning, LLC in Chestnut Hill, MA, holding a Series 65 designation with six years of industry experience. She has been with Real World Financial Planning since 2018 and was previously self-employed. Outside of advising, she works part-time as a business development and marketing consultant for Investing Media Solutions, LLC, a company serving financial publishers. Real World Financial Planning provides fee-only financial planning and investment advice to individuals, families, trusts, and estates, primarily on a project or hourly basis. The firm emphasizes globally diversified, passive investment strategies using low-cost index funds and ETFs, while clients retain control of their accounts and trades.

Robert Skloff is a CFA® charterholder with 16 years of industry experience. He is the principal advisor at Silver Pine Capital, LLC, where he has worked since 2010, following a one-year tenure at Beck Bode Wealth Management. Silver Pine Capital is an independent investment adviser serving both individual and institutional clients, managing approximately $41.8 million in discretionary assets. The firm employs a value-oriented, fundamental investment approach with diversified portfolios across equities, fixed income, and alternatives, and is notable for offering performance-based compensation arrangements in select equity strategies.

Samuel Burns is the sole advisor at Mill Street Research, an independent firm based in Sherborn, MA. He holds the CFA® designation and a Series 63 license, with 21 years of industry experience. Burns has led Mill Street Research since 2016. Mill Street Research provides non-discretionary investment research to institutional clients through subscription access to reports on asset allocation, country allocation, sector and industry selection, and global quantitative stock selection. The firm uses a data-driven approach with proprietary methodologies and does not manage client assets or provide portfolio management services.

I’m Glenn Brown, a Certified Financial Planner™ and Chartered Retirement Planning Counselor with 30 years in wealth management. In 2017, I founded PlanDynamic, LLC to provide fee-only fiduciary advice, investment management, and comprehensive financial planning directly to motivated individuals. I focus on financial independence—not just retirement. By aligning your plan with your values, we build a staged, evolving roadmap that opens new choices along the way. Using adaptable technology, we model scenarios, track progress, and adjust actions in real time, so you understand the impact of every decision. As a ‘Sandwicher’ raising two daughters while supporting aging parents alongside my wife Karina, I understand the challenges of balancing time, priorities, and decisions to benefit both now and in the future. My goal is simple: help you gain clarity, act with confidence, and enjoy your journey to financial independence.

John Biebel is a CFP® professional with 27 years of industry experience. He is the sole advisor at Ridley Cove Financial Advisors LLC in Newton, MA. His prior experience includes roles at Wellesley Investment Partners, Wingate Wealth Advisors, Wingate Planning Corp, Calibre Advisory Services, and Tanager Financial Services. Ridley Cove provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-HNW clients. The firm employs a forward-looking, globally diversified investment approach using primarily ETFs and mutual funds, supported by a formal monthly Allocation Committee and technology that allows management of workplace retirement accounts without custody.

David Morton is the principal of Oliver Investments with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morton Wealth Advisors Inc. and Iqvestments, LLC. Outside of investment management, he operates Hyde Park Consulting LLC, a business consulting firm. Oliver Investments, LLC is a Massachusetts-registered investment adviser serving high-net-worth individuals, business entities, and pooled investment vehicles. The firm combines quantitative methods and fundamental research in a long-term, intrinsic value–oriented investment approach while employing risk-management tools and a structured five-step process.

Alexander Burke is a CFP® and Series 65-licensed financial advisor with 14 years of experience. He is the sole advisor at Financial Solutions Associates, an independent firm based in Dedham, MA, where he has worked since 2012. Financial Solutions Associates provides discretionary investment management and financial planning primarily for individual clients, including high-net-worth individuals. The firm manages approximately $136 million on a discretionary basis and employs three model allocations—Aggressive, Balanced, and Conservative—using a mix of mutual funds, ETFs, stocks, bonds, and other publicly offered securities.

Pam Gao is the principal of AsterBright Capital Management, LLC and holds the CFA® designation. She has seven years of industry experience, including 15 years at Putnam Investments prior to founding her independent firm in 2018. AsterBright Capital Management provides portfolio management services to individuals, high-net-worth clients, small businesses, and foundations, focusing on discretionary management of liquid, publicly traded securities. The firm uses a hybrid approach combining quantitative screening, fundamental company analysis, and top-down macro considerations to create tailored portfolios that range from long-only equity allocations to opportunistic strategies involving short positions, options, and leverage.

Steven Kruger is the sole advisor at Foresight Investing in Framingham, MA, holding a Series 65 designation and bringing 29 years of industry experience. He has managed Foresight Investing since 1996. Foresight Investing provides discretionary portfolio management to high-net-worth individuals, focusing on microcap growth equities primarily listed on NASDAQ. The firm employs a strategy combining fundamental and technical analysis, typically holding stocks for tax efficiency, and uses a performance-based compensation model for qualified clients.

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.

Walter Garbacik is a financial advisor at Augeo Wealth Management in Westwood, MA, holding Series 65 and Series 63 licenses with 20 years of industry experience. His career includes roles at National Financial Services LLC and Fidelity Investments, as well as work with Anabolyc LLC prior to joining Augeo Wealth Management in 2026. Augeo Wealth Management is a fee-only investment adviser serving primarily high-net-worth individuals, families, pre-retirees, retirees, small business owners, and trustees. The firm offers comprehensive wealth management with a fundamental, long-term investment approach that utilizes diversified, tax-efficient portfolios incorporating ETFs, individual securities, bond laddering, and alternative asset allocations where appropriate.

Thomas Terraccino is a CFA® charterholder and the sole advisor at Prudent Growth Investments LLC, with 18 years of industry experience. He previously worked at Wilkins Investment Counsel for 16 years and Kondracki Advisory, LLC for one year before joining his current firm in 2025. Prudent Growth Investments LLC is a Massachusetts-registered investment adviser that provides discretionary portfolio management primarily to individuals and high-net-worth clients. The firm employs fundamental analysis and a combination of long- and short-term trading strategies, focusing mainly on equities while incorporating mutual funds, ETFs, fixed income, and international securities in portfolios tailored to clients’ risk tolerance and objectives.

John Power is a CFP® professional with 20 years of experience in financial advising. He has worked at Goldense Group Inc. since 2002 and has operated Power Plans since 1993. Power Plans is a sole-practitioner firm based in Walpole, MA, serving fewer than twenty individuals or families. Power Plans offers comprehensive financial planning and investment advice primarily to individuals, families, active and retired military personnel, and small family-owned businesses. The firm emphasizes long-term, goal-oriented portfolios focused on diversification and asset allocation, with investment management generally provided through third-party managed portfolios.