Dionysios Kaskarelis is a financial advisor at Access Investment Management with a Series 65 designation and less than one year of industry experience. His prior career includes roles at the European Investment Bank, the Consulate General of Greece in Boston, and Barrett Sotheby's International Realty. He is also involved in real estate brokerage and property management through affiliated entities. Access Investment Management provides fiduciary investment advisory services to individuals, families, businesses, institutional clients, and pooled investment vehicles. The firm combines fundamental analysis with a range of investment vehicles, including ETFs, mutual funds, and real estate interests, tailoring advice to client objectives and risk tolerance while integrating real estate fund management and related services.

Gregory Peterson is a CFA® charterholder with 20 years of industry experience. He has been the sole advisor at Adaptive Financial Solutions, Inc. since 2018. Adaptive Financial Solutions is an independent, fee-only advisory firm serving individual clients and small businesses with coordinated financial planning and investment management. The firm employs a long-term, globally diversified, tax-aware investment approach using low-cost mutual funds and ETFs, and typically exercises discretionary trading authority.

Marvin Lahoud is the principal advisor of Marvin Capital, an independent advisory firm based in Boston, MA. He holds a Series 65 designation and has three years of industry experience. In addition to his advisory role, Lahoud is a general manager and partner at Tocci Building Corporation and serves as president of the Suzie and Marvin Lahoud Foundation, a private foundation focused on charitable donations to underserved communities. Marvin Capital provides asset management and financial advice to a small client base including individuals, trusts, estates, and corporate clients, with services extended to non-U.S. clients. The firm employs a value-oriented, primarily long-only investment strategy combined with tactical and strategic asset allocation, utilizing fundamental, technical, and charting analyses, and may incorporate margin, options, and exchange-traded products as part of its portfolio management.

Urban Larson is a financial advisor at White Pine Advisory LLC in Brookline, MA, holding a Series 65 designation with seven years of industry experience. He has worked exclusively with White Pine Advisory since 2019. White Pine Advisory LLC provides discretionary investment management and advisory services to individuals, trusts, and estates. The firm focuses on customized, primarily long-term portfolios utilizing low-cost diversified mutual funds and ETFs, guided by fundamental and cyclical analysis, and maintains a small client roster to support personalized service.

Yotam Mendlinger is a CFA® charterholder and the sole advisor at By The Square Investments in Boston, MA, with nine years of industry experience. He has been affiliated with Boston University since 2007 and operates By The Square Investments since 2015. Outside of advisory work, he is involved part-time with Taggart Galt, a bookkeeping company where he focuses on tax issues and payroll. By The Square Investments provides discretionary portfolio management and financial planning to individuals, trusts, small business owners, 401(k) plans, fraternal organizations, and nonprofit entities. The firm combines fundamental and technical analysis to implement diverse trading strategies and integrates investment management with tax and administrative services, including 401(k) plan administration.

Oleg Litvinenko is a CFA charterholder and Series 63 licensee with five years of industry experience. He has worked at Meeting House Capital, LLC since 2020 and previously at Cobblestone Capital Advisors, LLC from 2016 to 2020. Meeting House Capital provides discretionary portfolio management, integrated financial planning, and investment consulting primarily to individuals, trusts, estates, and other registered investment advisers. The firm employs a long-term, fundamental-analysis driven investment approach, tailoring portfolios to client goals and risk tolerance while utilizing a mix of individual stocks, mutual funds, ETFs, bonds, and REITs.

Elizabeth Lavoie is a CFA charterholder and principal of Lavoie Wealth Advisors LLC in Cambridge, MA, with five years of industry experience. She previously worked at Lexington Wealth Management, Inc. and Hightower Advisors, LLC dba Lexington Wealth Management. Lavoie Wealth Advisors LLC provides discretionary investment management and wealth management services to individuals, high net worth clients, trusts, and estates. The firm uses a structured advisory model and combines fundamental analysis with Modern Portfolio Theory to build primarily long-term, diversified portfolios managed on a discretionary fiduciary basis.

Yuji Koga is a financial advisor at Koga Capital Management LLC with 21 years of industry experience. He holds a Series 65 designation and previously worked at Reynders, McVeigh Capital Management, LLC for 12 years before founding his current firm in 2023. Koga Capital Management LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm employs a blend of fundamental analysis and passive and active strategies to construct customized portfolios, including options for socially conscious or ESG investing.

Rayan Seif is a financial advisor at Harbor & Grow LLC with a Series 65 credential and experience working at firms including Pzena Investment Management, Aureus Asset Management, and Unigestion (US) Ltd. He has a background that includes roles at NYU Stern and The EuroMena Funds. Harbor & Grow LLC provides discretionary portfolio management to individual and high-net-worth clients through model portfolios focused on fundamental, long-term global equity investing. The firm maintains full trading discretion, employs a concentrated equity approach with an intended holding period of three years or longer, and operates under specific policies that distinguish its structure and service model.

Paul Dougherty is the sole advisor at Boylston Capital Management in Medford, MA, holding a Series 63 designation with 29 years of industry experience. He has worked at Boylston Capital Management since 1992 and concurrently serves as an instructor for FINRA licensing courses at STC Corporation. Boylston Capital Management is an independent registered investment adviser that serves individual clients through discretionary portfolio management and financial planning. The firm uses a top-down investment approach focused on asset protection and long-term growth, customizing portfolios to client constraints while reporting performance results annually.

Andrew Sullivan is a CFP® with 28 years of industry experience, currently serving as the sole advisor at CIO Wealth Management, Inc. in Sudbury, MA. He previously worked at LPL Financial, llc for 12 years before founding his current independent advisory firm in 2021. CIO Wealth Management is a small independent adviser serving individuals, high-net-worth families, trusts, and small-business retirement plan sponsors. The firm offers discretionary portfolio management, holistic financial planning, and qualified plan consulting services, employing diversified investment strategies and providing ERISA fiduciary plan-level services uncommon for firms of its size.

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.

Mohammad Tabiekh is a financial advisor at MFT Wealth Management in Boston, MA, with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Morgan Stanley, Merrill, Bank of America, and Wells Fargo Clearing. Outside of advising, he is a licensed insurance agent selling life, disability, long-term care insurance, and fixed annuity products. MFT Wealth Management is an independent advisory firm serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines Modern Portfolio Theory with strategic and tactical asset allocation and employs risk-managed short-term trading strategies, including options and Sharia-compliant portfolios, for a diverse client base.

Wei Chen is a CFA® charterholder and principal of RootsOn Capital LLC with one year of experience as a financial advisor. Prior to founding RootsOn Capital, Wei was employed at Columbia Threadneedle Investments and Dimensional Fund Advisors, accumulating a total of ten years in the investment industry. RootsOn Capital LLC is a fee-only, registered investment adviser serving individuals, high-net-worth clients, family trusts and estates, family offices, and other institutional entities. The firm employs a long-term investment approach based on modern portfolio theory, blending passive and active strategies across various asset types and tailoring portfolios to client goals, risk tolerance, and tax considerations.

Daniel Friel is a CFA® charterholder and principal of JSK Capital Advisors, LLC, an independent registered investment adviser in Waltham, MA. He has 12 years of experience in investment advisory and has operated JSK Capital Advisors since 2013. In addition to his advisory role, he owns and manages Daniel F. Friel CPA, PC, a separate accounting practice to which he devotes more than half of his business time. JSK Capital Advisors serves a concentrated client base of high-net-worth individuals, trusts, estates, and small businesses, providing discretionary portfolio management and financial planning. The firm employs a long-term, fundamentals-based investment approach, utilizing diversified portfolios of low-cost mutual funds and ETFs while accommodating individual securities and legacy positions when appropriate.

Dominic Manzo is a financial advisor at Escalator Wealth Advisors in Cambridge, MA. He holds a Series 65 designation and has experience working at Lagrange 6, LLC and the Noble and Greenough School. His industry experience is recent, beginning in 2023. Escalator Wealth Advisors provides discretionary portfolio management and integrated financial planning to individual households using a quantitative, long-term passive approach focused on diversified, low-cost ETFs. The firm combines advanced portfolio construction methods with financial planning delivered through its proprietary application and employs a flat monthly fee structure while serving accounts of varying sizes.

John Cranston is the sole advisor at Cranston Capital Management, LLC in Boston, MA, holding a Series 66 designation with 17 years of industry experience. He has led Cranston Capital Management since its founding in 2012. Cranston Capital Management provides discretionary investment supervisory services and fee-based financial planning to individuals, including high-net-worth clients, as well as institutional and tax-advantaged entities. The firm employs a multi-faceted investment approach combining fundamental, technical, charting, and cyclical analysis, offering strategies ranging from long-term holdings to active techniques such as short sales, margin transactions, and options writing.

Andrew Tapparo is the sole advisor at Tapparo Capital Management, an independent firm based in Topsfield, MA. He holds a Series 65 designation and has 27 years of industry experience, having founded and led the firm since 1997. Tapparo Capital Management provides discretionary and non-discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm integrates financial planning with portfolio management, employing a mix of fundamental analysis, technical trading models, cyclical analysis, and charting, with occasional use of short-term positions, margin, or option strategies.

Philip Sagan is a CFP® and principal of Philip J. Sagan Financial Consulting, Inc. in Lexington, MA, with 28 years of experience in financial consulting. He has operated his independent advisory firm since 1997 and is also a principal of Sagan & Sagan P.C., a public accounting firm. His firm provides financial consulting and portfolio management primarily for high-net-worth individuals, offering services such as tax planning, retirement and educational planning, and tailored portfolio management. The firm emphasizes personalized advice and periodic reviews, typically recommending diversified allocations including individual equities, mutual funds, and ETFs.

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.