Justin Green is a CFP® professional with eight years of industry experience, currently operating as the sole advisor at Assist FP in Berlin, MA. He has worked at Four Ponds Financial Planning LLC and GTM Sportswear, and he also owns Be a Wealthy Coach LLC, a separate business offering CFO, business advisory, tax preparation, and tax planning services to solopreneurs and small businesses. He dedicates approximately 20% of his time to this outside activity. Assist FP provides investment management and comprehensive financial planning services to individuals, the self-employed, and small business owners. The firm combines passive portfolio construction and Modern Portfolio Theory with fundamental analysis, managing accounts through a single-advisor relationship and conducting regular reviews.

Alex Rakatansky is a financial advisor and owner of Rakatansky Financial LLC with three years of industry experience. He also owns Rakatansky CPA LLC, a tax and accounting firm where he spends approximately half of his working time. Prior to founding his current firm, he worked at Commonwealth Financial Network and Rakatansky Rakatansky & Associates. Rakatansky Financial LLC provides discretionary wealth management and financial planning services primarily to individuals, including high-net-worth clients, trusts, and estates. The firm’s investment approach emphasizes low-cost, diversified mutual funds and ETFs, fundamental analysis, and a long-term orientation, supplemented by occasional rebalancing and trades tailored to client objectives.

Benjamin Ramsey is a CFP® with eight years of industry experience, currently serving as the sole advisor at Faith and Family Wealth Management. Prior to founding his firm, he worked at Crestwood Advisors and Balanced Rock Investment Advisors and had periods of self-employment. Faith and Family Wealth Management provides wealth management and portfolio management services to individuals, high-net-worth clients, trusts, and estates, integrating comprehensive financial planning into ongoing advisory relationships. The firm employs an evidence-based, long-term investment approach focused on diversified portfolios of low-cost ETFs and mutual funds, managing accounts mostly on a discretionary basis while acting as a fiduciary for retirement accounts under ERISA and the Internal Revenue Code.

Arthur Ebersole is the principal of Ebersole Financial LLC in Wellesley Hills, MA, with 11 years of industry experience. He holds the CFP® and CFA® designations and has led his independent advisory firm since 2014. Ebersole serves on the boards of several nonprofit organizations, including Rosie’s Place and the Fund for Wellesley, contributing to audit, finance, and community efforts. Ebersole Financial LLC provides customized financial planning and portfolio management to individuals, high-net-worth clients, small businesses, and charitable organizations. The firm integrates Modern Portfolio Theory with active management, emphasizing value and dividend-paying equities, fixed-income strategies, and, for qualified clients, liquid alternative investments to achieve diversified, tax-sensitive portfolios.

Maxime Henri Crener is the sole advisor at Shilla Advisory LLC, an independent registered investment adviser. He holds a Series 65 credential and has experience managing a small consulting company. His prior roles include positions at Incap LLC, Harvard Extension School, Columbia University, and L'Oreal USA. Shilla Advisory LLC provides portfolio management and comprehensive financial planning primarily to individual clients, including high-net-worth individuals. The firm utilizes a fundamental analysis and long-term trading approach, offering a range of investment options such as mutual funds, ETFs, REITs, non-U.S. securities, private placements, and venture capital.

Carl Goodman is the principal of Goodman Asset Management, Inc. in Framingham, MA, holding the PFS™ designation and Series 65 license with 31 years of industry experience. He has operated his independent advisory firm since 1993 and maintains a separate CPA practice as a sole proprietor. Goodman divides his professional time between financial advisory and accounting services. Goodman Asset Management provides fee-only financial planning and investment management to individuals, trusts, and estates, focusing on fundamental analysis and strategic asset allocation. The firm employs non-discretionary, broadly diversified portfolios and manages approximately $33.6 million in client assets.

Richard Bowers is the principal advisor at Venture Partners Wealth Management, LLC in Natick, MA, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Silverwood Partners LLC. Outside of his advisory role, Mr. Bowers co-founded Partners on Prospect, a nonprofit forum for business visionaries and investors, and serves as a board member and paymaster for The Corinthians Association, Inc. Venture Partners Wealth Management is a small, independent advisory firm serving individuals, trusts, estates, businesses, and retirement plans, including pension and profit-sharing clients. The firm emphasizes fundamental analysis and constructs diversified, low-cost portfolios using mutual funds, ETFs, individual securities, and Independent Managers, while providing fiduciary investment management, financial planning, and pension consulting services.

Christa Canavan is a financial advisor at Norton Financial Consultants with 40 years of industry experience. She holds the ChFC® and Series 63 designations and has been with Norton Financial Consultants since 1984 and Commonwealth Financial Network since 1999. In addition to financial planning, she also provides tax preparation services. Norton Financial Consultants offers fee-based financial planning and wealth management consulting to individuals, high-net-worth households, trusts, estates, and small businesses. The firm focuses on customized, methodical financial plans aligned with clients’ goals, tax situations, and risk tolerance, providing implementation assistance through broker-dealer and insurance channels without discretionary portfolio management or custody of assets.

Andrea Crowell is a financial advisor at Kearney-Burch Financial Services, Inc. with eight years of industry experience. She holds a Series 65 designation and has been with Kearney-Burch Financial Services and its successor firm since 2005. Kearney-Burch Financial Services, Inc. provides investment advisory services, financial planning, and consultation to individuals, high-net-worth clients, and corporate entities. The firm manages discretionary portfolios using a risk tolerance questionnaire and employs MoneyGuide Pro for planning and portfolio modeling, offering services that include 401(k) advisory and pension consulting.

Adam Sureau is a financial advisor at Okemo Capital Management, LLC with 16 years of industry experience. He holds the Series 66 designation and has been with Okemo Capital Management since 2012. Outside of advising, he is the sole owner and property manager of Brick Capital, LLC, a multifamily real estate business, and is a limited partner in a family planning vehicle that owns a stake in Radant Technologies, Inc. Okemo Capital Management provides investment supervisory services to individual and high-net-worth clients, developing customized Investment Policy Statements and managing diversified portfolios that include mutual funds, equities, fixed income, ETFs, real estate vehicles, hedge funds, private placements, and insurance products. The firm employs a range of strategies from long-term holdings to short-term trading and offers both performance-based and standard fee structures while managing accounts on a discretionary basis.

Robert Dossett is a CFP® certificant and Series 65 license holder with 14 years of industry experience. He has been the principal of Waypoint Financial Planning LLC since 2011. Outside of financial advising, he is a minority investor in a medical device patent-holding LLC, iTKR Software LLC, though he does not materially participate in that business. Waypoint Financial Planning LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and trusts and estates across multiple states. The firm follows a long-term, fundamental-analysis approach to building diversified portfolios tailored to clients’ tax situations, time horizons, and risk tolerances.

Matthew Priore is the sole advisor at Priore Investments, holding a Series 65 designation with 11 years of industry experience. He has worked at Priore Investments since 2015 and has been employed at Perficient, Inc. since 2010. Priore Investments is a sole-proprietorship investment adviser that serves both non-high-net-worth and high-net-worth individual clients. The firm provides customized investment management focused on risk-adjusted returns tailored to client needs, using traditional securities analysis and discretionary trading authority under client agreements.

John Harrison is a CFP® with 21 years of industry experience and has served as President of Aspire Financial Advisors, Inc. since 2012. He is also a licensed insurance broker specializing in life, health, and fixed or indexed annuities. Aspire Financial Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes tactical asset allocation using both fundamental and technical analysis and offers a largely non-discretionary management model with multiple compensation options.

Bruce Kaufman is a financial advisor with BDKMarketGroup Investment Management LLC in Wellesley, MA. He holds a Series 65 credential and has 14 years of industry experience. In addition to his advisory role, Kaufman serves in strategic planning and leadership positions for several web-based marketing organizations, including Teenfreeway Inc., RewardsGold.com, and LettCharityRing.org. BDKMarketGroup provides fee-based discretionary investment management primarily for high-net-worth individual investors, offering customized portfolios across various securities. The firm employs a market-timing approach that integrates technical, cyclical, and fundamental analysis, and is noted for its use of performance-based fees and regular client communications such as newsletters and real-time market model outputs.

John Drohan Jr. is a financial advisor with Main Effort Financial, Inc. in Holliston, MA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments, Inc. and Sagepoint Financial, Inc. Outside of his advisory role, he is involved in several community organizations, including serving as president of the Holliston Community Action Fund and as a board member for the Department of Youth and Family Services and Holliston Cable Access TV. He is also co-host of the educational radio show Money & The Law. Main Effort Financial serves individuals, trusts, estates, businesses, and retirement plans by providing wealth management, discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term, diversified investment approach focused on exchange-traded funds and individual equities, incorporating both fundamental and technical analysis.

Andrew Silverman is a Series 65-licensed financial advisor with 21 years of industry experience. He has worked at the Ellison Foundation since 2000 and operated as a CPA from 1980 to 2020. His background includes accredited business valuation credentials alongside his CPA designation. Silverman, CPA, ABV, RIA provides investment advisory services to individuals, retirement accounts, and trusts, focusing on customized asset allocation and access to institutional money managers and ETF-based platforms. His firm combines accounting and tax expertise with a fundamental analysis approach, often coordinating outside financial advisors rather than maintaining custody or direct investment discretion.

Alan Hoffman is the sole advisor at Hoffman, Alan N. Investment Management in Wellesley, MA, holding a Series 65 designation with 24 years of industry experience. He has worked at Pearson since 2011 and served as a tenured business-school faculty member at Bentley University from 1988 to 2020. Hoffman is also a textbook author. His firm provides discretionary asset management and portfolio oversight primarily for individual and high-net-worth clients. The investment approach emphasizes fundamental analysis and long-term holdings focused on large-cap growth equities, with customized strategies based on client goals and risk tolerance.

Gerald Kochevar is the principal of Kochevar Financial Planning, LLC, an independent advisory firm based in Grafton, MA. He holds a Series 65 credential and has 14 years of industry experience, leading his firm since 2011. Kochevar Financial Planning provides broad-based financial planning services to individuals, trusts and estates, businesses, and charitable organizations. The firm emphasizes long-term, buy-and-hold investment strategies using diversified, cost-efficient index funds and ETFs, and focuses on financial planning and investment consultation without managing client portfolios directly.

Matthew Lurvey is a CFA charterholder and the principal advisor at PnL Investments, an independent firm based in Dover, MA. He has seven years of experience at Santander Bank N.A. and three years as a self-employed advisor before founding PnL Investments in 2025. PnL Investments provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses an active, tactical investment approach that incorporates charting, fundamental, technical, and cyclical analysis, emphasizing short-term trading and hedging strategies including inverse ETFs.

Joseph Degrazia Jr. is a CFP® with 31 years of industry experience, currently serving at LMC Investments, Inc. since 1990. He also maintains a CPA practice through Degrazia & Company CPAs. LMC Investments, Inc. is a small, fee-only investment management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages portfolios primarily for capital appreciation with tailored growth or income objectives, using a blend of fundamental, technical, charting, and cyclical analysis across various securities.