Daniel Tilton is a CFP® and Series 65 designated advisor with 22 years of industry experience. He founded and leads Tilton Asset Management, where he has worked for 25 years. Tilton Asset Management serves individuals, high-net-worth clients, trusts, and retirement accounts with portfolio management and advisory services. The firm uses a long-term, Modern Portfolio Theory-based approach that combines active and passive investments, with integration of an affiliated CPA practice offering tax preparation and planning services.

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.

Peter Shimkus is the sole advisor at Shimkus, Peter E, an independent firm based in Southboro, Massachusetts. He holds Series 63 and Series 65 licenses and has 50 years of industry experience, including roles at Chauner Securities and Michel Associates Ltd. since the early 1990s. His firm manages approximately $23.55 million for around 32 clients, primarily individuals, families, trusts, and custodial accounts. The firm offers fee-based portfolio management and financial planning with a focus on long-term, asset allocation-driven strategies using no-load mutual funds, ETFs, and occasionally individual equities, incorporating tax-aware active and passive management. Client objectives and risk tolerance are established through questionnaires, with client-imposed restrictions accommodated.

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.

Michael Chasan is the sole advisor at Chasan Capital Management in Weston, MA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has led Chasan Capital Management since 2005. Chasan Capital Management provides individualized portfolio management and investment advice primarily to individual investors and trusts through separately managed accounts. The firm employs a value-oriented, fundamental analysis approach focusing on microcap and small-cap U.S. equities, typically maintaining diversified, long-term holdings.

Eric Tetschner is a financial advisor with Tetschner Financial Services in Ashland, MA, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience and has operated his independent advisory firm since 2007. Prior to and alongside his advisory work, he has been affiliated with LPL Financial. Tetschner Financial Services provides advisory and financial planning services primarily to pooled vehicles and institutional clients, offering consultative, non-transactional guidance tailored to client needs. The firm employs a variety of investment approaches, including Modern Portfolio Theory and quantitative methods, and typically recommends diversified vehicles such as mutual funds and ETFs.

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.

Christopher Noonan is a CFP® and Series 66-registered advisor at TrueNorth Financial Planning with experience spanning several firms since 2018, including Putnam Investments and Blackstone Valley Wealth Management. He has worked in both investment management and financial planning roles and is currently the sole advisor at TrueNorth Financial Planning in Northborough, MA. TrueNorth Financial Planning provides fee-based investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis, offering discretionary portfolio management and standalone hourly financial planning services.

Joseph Tischler is the sole advisor at Parkstone Investments, LLC in Newton, MA. He holds a Series 65 designation and has 11 years of experience in financial advising. Prior to founding Parkstone Investments in 2014, he has owned and managed Parkstone Properties, Inc., a real estate investment company, since 2003. Parkstone Investments, LLC provides discretionary portfolio management to high-net-worth individuals, families, and trusts. The firm combines fundamental analysis with technical tools to construct diversified portfolios aimed at long-term capital appreciation.

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.