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® and holds a Series 66 license with 26 years of industry experience. He has been with Wellesley Investment Partners since 2013 and is the sole advisor at Ridley Cove Financial Advisors LLC in Newton, MA. Ridley Cove Financial Advisors serves individuals, trusts, estates, charitable organizations, and business entities, providing discretionary investment management and comprehensive financial planning. The firm employs globally diversified portfolios using mutual funds and ETFs, supported by a formal monthly Allocation Committee and a single-advisor model.

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.

Dennis Butler is the president of Centre Street Cambridge Corporation and holds the CFA® designation. He has 31 years of experience in the financial industry, with over three decades at Centre Street Cambridge Corporation. Centre Street Cambridge Corporation provides discretionary management of long-term, value-oriented investment portfolios primarily for individual clients, though it is also available to serve trusts, pension plans, and endowments. The firm’s approach emphasizes fundamental research and business valuation, with low turnover and a selective use of fixed-income positions.

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.

Jeremy Hartman is the sole advisor at his independent firm in Hopkinton, Massachusetts, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has operated as a sole proprietor since 2008. In addition to financial advisory services, he is a seasonal income tax preparer, working on personal tax returns each year from January through April. Hartman primarily serves individual clients, including trusts and estates, managing about 60 client relationships and $1.55 million in assets. His firm offers portfolio management along with financial, retirement, college, estate, and insurance planning, employing a tailored investment approach that uses both fundamental and technical analysis across various asset classes. The firm utilizes separately managed account platforms with limited discretionary authority, avoiding custody or direct trade execution.

Walter Garbacik is a financial advisor with Augeo Wealth Management in Westwood, MA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His work history includes roles at National Financial Services LLC from 2018 to the present and Fidelity Investments from 2015 to 2018. Augeo Wealth Management is a fee-only investment adviser serving high-net-worth individuals, families, pre-retirees, retirees, small business owners, and trustees. The firm provides comprehensive wealth management with a fundamental, long-term investment approach, utilizing diversified, tax-efficient portfolios and alternative investment options where appropriate.

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, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to founding his independent firm, he worked at Northwestern Mutual Wealth Management Company, Investment Services LLC, and Life Insurance Company from 2019 to 2020, and spent eight years at Staples Inc. Williams Wealth Management provides discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes a long-term, ETF-centric approach, incorporating low-cost ETFs, fundamental analysis, technical indicators, and disciplined use of options for downside protection and risk management.

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.

New Shore Financial was born from my passion to help professional women navigate the challenges associated with financial changes in their lives. Too often, I see women who have remained hands-off or simply have no time when it comes to their family finances. When faced with new choices or challenges, they are not sure which is the best financial decision given their personal circumstances. I am committed to helping women understand and take control of their financial life. As a young woman, it was important for me to be financially independent. I remember hiring my first CPA to do my taxes and my father saying, “Don’t just file those away. Look them over and get an understanding of what’s going on”. I heeded his advice and learned I actually enjoyed diving into the numbers. I found that I had a strong interest in personal finance. I enjoyed reading about it, learning new strategies and implementing what I learned in my own financial life. My strengths and interests came together for me in a career path that allows me to help others navigate their own finances in a way they can understand, implement and feel confident about.

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.