Dana Levit is a CFP® and holds a Series 65 license with 24 years of industry experience. She has worked at Back Bay Financial Group, Inc. since 2001. Levit is the sole advisor at Paragon Financial Advisors, an independent firm based in Newton, MA. Paragon Financial Advisors provides comprehensive financial planning and investment advisory services for individuals and families, including retirement, tax and estate planning, risk management, and small-business planning. The firm offers tailored investment guidance on a non-discretionary, fee-only basis, utilizing no-load mutual funds, ETFs, government securities, and individual bonds.

Craig Hartnett is a CFP® and CFA® with 13 years of experience in the financial services industry. He is currently with Boston Investment Advisors LLC, where he has worked since 2024. His prior experience includes roles at Lincoln Investment, Marshall Wealth Management, and HighVista Strategies. Boston Investment Advisors LLC provides portfolio management, financial planning, and related advisory services to individuals, families, and not-for-profit organizations. The firm delivers customized, non-discretionary investment recommendations and offers educational seminars as part of its advisory services.

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.

Wendy Pyne is a financial advisor at Protegro, Inc. with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior work includes roles at Financial & Tax Architects and Gradient Advisors, LLC. Outside of her advisory work, she is a managing director at Polka Dot Powerhouse and a member of the Ashland Business Association. Protegro, Inc. is a small, independent registered investment adviser serving individuals, families—including high-net-worth clients—and small businesses. The firm provides discretionary portfolio management through third-party sub-advisors and offers financial and retirement planning while maintaining client relationships and monitoring investment objectives.

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.

Catherine Smith is a CFA® charterholder and the sole advisor at Nobscot Investment Management LLC, with 10 years of industry experience. She has been with Nobscot Investment Management since 2016. Nobscot Investment Management provides customized investment management services to individuals, IRAs, trusts, small endowments, and charitable organizations. The firm combines fundamental bottom-up company analysis with top-down macroeconomic assessment, focusing on multi-year investment horizons and low turnover.

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 one year of industry experience. His prior roles include positions at Pzena Investment Management, Aureus Asset Management, Unigestion (US) Ltd., NYU Stern, and The EuroMena Funds. Harbor & Grow LLC offers discretionary portfolio management services to individuals and high-net-worth clients through model portfolios, focusing on a fundamental, long-term investment approach with concentrated global equity positions alongside fixed income, ETFs, and non-U.S. securities. The firm maintains investment discretion and assigns clients to models based on suitability rather than client-imposed restrictions.

Scott Holley is a financial advisor at Sage Wealth Capital with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Four Barrell Capital Management and Mobile Paradigm Group. Outside of advising, Holley provides software consulting services for Fave App, LLC. Sage Wealth Capital is an independent, single-advisor firm offering asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined investment approach focusing on wealth preservation and long-term growth, utilizing a Growth-at-a-Reasonable-Price equity selection framework and a structured fixed-income strategy.

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.

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 the principal of Tilton Asset Management in Weston, MA, with 21 years of industry experience. He holds CFP® and Series 65 credentials and has led his independent advisory firm since 2001. Tilton Asset Management provides portfolio management and advisory services to individuals, high-net-worth clients, trusts, and retirement accounts. The firm employs a long-term, Modern Portfolio Theory-based approach using a mix of active and passive funds, emphasizing strategic planning, asset allocation, and tax efficiency, while also offering coordination with an affiliated CPA practice for tax preparation and planning.

Founded in 2025, Nashoba Valley Wealth Management was established to provide comprehensive financial guidance rooted in my 26 years of experience in the industry. This firm was built on the wisdom I've gained over more than two decades of navigating complex markets, offering a sophisticated and seasoned perspective that only comes from years of dedicated practice. As a tenured advisor, I bring a wealth of knowledge from my extensive tenure at Fidelity Investments, where I assisted thousands of clients in reaching their financial goals. While my background involves comprehensive financial planning, my mission now is to apply that decades-long expertise to deeper, personalized relationships. I focus specifically on partnering with pre-retirees and retirees, providing the steady, experienced hand necessary to manage the transition into and through retirement. My philosophy is built on transparency, empathy, and a steadfast commitment to my clients' best interests. By combining my deep professional wisdom with clear communication regarding fees and strategies, I foster an environment of absolute trust. Ultimately, the firm serves as a reliable, long-term partner for those seeking a veteran advisor who is genuinely invested in their lifelong financial success.

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.