John Colantino is a CFP® professional with 10 years of industry experience. He is the principal of Act 2 Planning LLC in Winchester, MA, and previously worked at Fidelity Investments for 24 years. Act 2 Planning provides fee-only, project-based financial planning and consulting to individuals and institutional clients, focusing on written plans and implementation recommendations rather than discretionary asset management. The firm emphasizes asset allocation and modern portfolio theory, typically recommending passive/index funds and ETFs.

Dana Levit is a financial advisor at Paragon Financial Advisors in Newton, MA, holding CFP® and Series 65 credentials with 24 years of industry experience. Prior to founding Paragon Financial Advisors, Dana worked at Back Bay Financial Group, Inc. from 2001 to 2005. Paragon Financial Advisors offers comprehensive financial planning and investment advisory services for individuals and families, emphasizing retirement, tax and estate planning, risk management, and small-business planning. The firm uses a non-discretionary, fee-only approach with portfolios typically including 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.

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 sole advisor at Marvin Capital, an independent firm based in Boston, MA. He holds a Series 65 designation and has four years of industry experience. In addition to his advisory work, he serves as general manager and partner at Tocci Building Corporation and is president of the Suzie and Marvin Lahoud Foundation, a private organization that donates to charitable causes. Marvin Capital provides continuous asset management and financial advice to a limited client base including individuals, trusts, estates, and corporate clients. The firm employs a value-oriented, primarily long-only investment approach supplemented by tactical and strategic asset allocation and uses various analytical methods, derivatives, and margin strategies in separately managed accounts.

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 based in Concord, MA, with six years of industry experience. He has worked at Meeting House Capital, LLC since 2020 and previously spent four years at Cobblestone Capital Advisors, LLC. Meeting House Capital is an independent, single-advisor registered investment adviser serving individuals, high net worth clients, trusts, estates, and other registered investment advisors. The firm focuses on discretionary portfolio management and integrated financial planning, using a primarily long-term investment approach centered on concentrated individual-stock portfolios supplemented by select 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.

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.

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.

Joe Hanley is the founder of Nashoba Valley Wealth Management, a fee-only registered investment advisory firm based in Stow, Massachusetts. Joe spent more than twenty-five years as a financial advisor at Fidelity Investments, helping clients plan for retirement, invest, and navigate major financial decisions. In 2025, he founded NVWM to serve clients with the independence, objectivity, and personal attention that a small fiduciary firm makes possible. Joe is a CERTIFIED FINANCIAL PLANNER™ professional and an IRS Enrolled Agent. He holds an MBA from Seattle Pacific University and a BS in Finance from Bryant University. NVWM offers comprehensive and hourly financial planning, investment management, and retirement plan services for employers. Each client’s plan addresses the areas that matter most to them, such as retirement income, tax planning, investments, insurance, estate planning, and charitable giving. Because NVWM is fee-only, its only compensation comes from clients. No commissions or product incentives influence its advice, and NVWM has no account minimum. The result is a practice built on long-term relationships, clear communication, and a commitment to acting in each client’s best interest.

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 the sole advisor at RootsOn Capital LLC with eight years of industry experience, including roles at Dimensional Fund Advisors and Columbia Threadneedle Investments. Wei founded RootsOn Capital after a brief career transition period. RootsOn Capital provides investment management and project-based financial planning services primarily to individuals, high-net-worth clients, family trusts and estates, family offices, and other institutional entities. The firm employs an asset-allocation driven investment process based on Modern Portfolio Theory, utilizing both passive and active strategies across multiple asset classes.

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.