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.

Linda Nelson is a CFP® and Series 66-registered financial advisor with 28 years of industry experience. She has been the sole advisor at Freya Financial Services since 2002. Freya Financial Services is an independent, fee-only firm serving individuals, families, and small businesses with financial life planning and investment management. The firm employs a strategic asset-allocation approach using mostly no-load and low-load mutual funds, emphasizing non-discretionary portfolio management and personalized, plan-centered client relationships.

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.

Kyle Mc Devitt is a financial advisor at Chilmark Wealth Management LLC in Concord, MA, holding a Series 65 designation with two years of industry experience. Prior to founding Chilmark, he worked at Skanska, MLL Capital, and AEW Capital Management. In addition to advisory services, he provides tax preparation services through Chilmark, particularly during tax season. Chilmark Wealth Management LLC is an independent advisory firm serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management. The firm employs an asset-allocation–based approach using mutual funds, ETFs, equities, and fixed income, and offers financial planning on an as-requested basis, alongside its tax preparation services.

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.

Jeremy Hartman is the sole proprietor of his independent advisory firm with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been operating his own practice since 2008. In addition to financial advising, he prepares personal income tax returns seasonally, managing approximately 175 tax filings annually. His firm primarily serves individual clients, including trusts and estates, managing around 60 client relationships and $1.55 million in assets. The firm offers portfolio management along with financial, retirement, college, estate, and insurance planning, employing a tailored investment approach that utilizes both fundamental and technical analysis across a range of asset types. The adviser operates with limited discretionary authority on separately managed accounts chosen by clients, a model that differs from more typical custody and trade execution arrangements.

Walter Garbacik is a financial advisor at Augeo Wealth Management with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and National Financial Services LLC. Prior to founding Augeo Wealth Management, he was involved with Anabolyc LLC for four years. Augeo Wealth Management is a fee-only independent advisory firm that serves high-net-worth individuals, families, small business owners, and trustees. The firm employs a fundamental, long-term investment approach focused on diversified, tax-efficient portfolios and integrates comprehensive financial planning and investment management.

Jeffrey Bograd is the principal of Fourth Quarter Retirement Strategies, LLC in Hopkinton, MA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at John Hancock from 2015 to 2020. Fourth Quarter Retirement Strategies provides project-based and ongoing financial planning for individual and high-net-worth clients, focusing on retirement and decumulation planning, tax and estate planning, and business planning. The firm offers fee-only, non-discretionary advice based on Modern Portfolio Theory and a primarily passive investment approach, and it regularly conducts educational seminars and speaking engagements.

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.

Joseph Williams is a financial advisor at Williams Wealth Management in Hopkinton, MA, with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual in various capacities from 2019 to 2020, following eight years at Staples Inc. Williams Wealth Management is an independent investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, ETF-focused investment approach, incorporating fundamental and technical analysis with option-based hedging strategies and a formal liquidity screen for individual equity selections.

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.

Stephen Neumeier is the sole advisor at Neumeier Capital Management, Inc., an independent registered investment adviser based in Concord, MA. He holds the CFA® designation and Series 63 and 65 licenses, with 31 years of industry experience. Mr. Neumeier founded Neumeier Capital Management in 1991 and is also the managing member of Neumeier Partners Management, LLC, which operated a private investment fund from 2003 to 2016. Neumeier Capital Management serves individuals, corporations, employee benefit plans, foundations, and endowments, generally requiring a $1,000,000 minimum account. The firm follows a value-oriented investment approach that uses no-load mutual funds for smaller portfolios and common stocks or other securities for larger accounts, with distinctive practices such as employing borrowing, derivatives, and monthly account reviews.

Daniel Ringer is a CFP® professional with 19 years of industry experience. He has led Breakwater Financial, LLC since its founding in 2016. Breakwater Financial is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, estates, and businesses with portfolio management and financial planning services. The firm employs a primarily long-term, fundamental analysis approach, using no-transaction-fee mutual funds and ETFs, and incorporates tools like Nitrogen/Riskalyze for risk alignment.