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.

Joseph Fodera is the principal of DBA Joseph Fodera and holds a Series 66 designation with 20 years of industry experience. He has been involved with Cornerstone Industries since 1991, where he is also the owner, focusing primarily on real estate development and renovations. Outside of advisory services, he serves as the registered agent and manager of DiCamillo Associates, LLC. Fodera Investments, Inc. provides investment advisory services primarily to individual clients, offering managed account oversight and consultation with a conservative, fundamental research-based approach. The firm operates on a small scale, with most of Mr. Fodera’s time dedicated to real estate development, and manages accounts mostly on a non-discretionary basis.

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.

Albert Lu is a Series 65-licensed financial advisor with 15 years of industry experience. He is the sole advisor at Luma Financial, an independent firm he has led since 2021. Prior to founding Luma Financial, he held roles at Sprott Asset Management USA Inc and WB Wealth Management. Outside of advisory work, he produces and hosts online educational video content focused on natural resource investing. Luma Financial provides discretionary investment management to individuals, institutional, and charitable clients, including trusts and pension accounts. The firm employs a buy-and-hold investment approach that integrates micro- and macroeconomic analysis, fundamental securities research, and may include fixed-income and commodity exposures for diversification.

Geoffrey Loynd is the sole advisor at Loynd Capital Management in Marblehead, MA, holding the CFA® designation and Series 63 license with 20 years of industry experience. He has led Loynd Capital Management since 1992. Loynd Capital Management is an independent, fee-only registered investment adviser serving primarily individual investors and one charitable organization. The firm employs a scientific, academically grounded investment approach focused on low-cost diversified funds and ETFs, using fixed income to reduce portfolio volatility and emphasizing tailored risk profiles, low turnover, and incorporation of new research.

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.

Charles Lavrentios is a financial advisor with Harbor Point Capital Management, LLC, holding a Series 66 designation and 23 years of industry experience. He operates as the sole advisor at his independent firm located in Woburn, Massachusetts. Harbor Point Capital Management provides wealth management and portfolio management services to individuals and institutional clients, including pension and profit-sharing plans, trusts, and business entities. The firm uses a disciplined, data-driven approach with proprietary tactical asset allocation models, emphasizing fixed income and ETF exposures, and integrates third-party research to tailor risk profiles and investment strategies for each client.

Kyle Mc Devitt is a financial advisor at Chilmark Wealth Management LLC in Concord, MA, holding a Series 65 designation with two years of industry experience. Prior to founding Chilmark, he worked at Skanska, MLL Capital, and AEW Capital Management. In addition to advisory services, he provides tax preparation services through Chilmark, particularly during tax season. Chilmark Wealth Management LLC is an independent advisory firm serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management. The firm employs an asset-allocation–based approach using mutual funds, ETFs, equities, and fixed income, and offers financial planning on an as-requested basis, alongside its tax preparation services.

Peter Jalbert is a CFP® with 23 years of industry experience and has been with Crossroads Capital Management LLC since 2008. He holds Series 63 and Series 65 licenses and operates as the sole advisor at his independent firm based in Marblehead, MA. Crossroads Capital Management provides financial planning and discretionary investment management to individuals, families, trusts, and related entities, including charitable organizations. The firm emphasizes strategic asset allocation and constructs individually tailored portfolios using a combination of passive index/ETF exposures, actively managed funds, and individual securities, managing accounts on a discretionary basis with regular client reviews and ongoing communication.

For years Quentara was the unexpected primary caregiver for her father who was diagnosed with Alzheimers. During his transition she continued to work, buy a house, get married, and start a family. She founded Powwow with the intent of helping other families prioritize their goals that are often neglected due to the in-the-moment demands of kids and aging parents. Powwow is fee-for-service, meaning a family's net worth, relationships, goals, and concerns are discussed and illustrated without the need to invest assets or purchase product. If you have questions related to every day goals, elder care transition, and kids you've come to the right place. Quentara has been featured in numerous publications, including NerdWallet, CBS MoneyWatch, and Financial Planning Magazine. She has also been invited to present on financial planning and elder care topics throughout Massachusetts. Follow her on social media and reach out to schedule a free consultation.

David Mc Donald is a Series 65 licensed financial advisor with five years of industry experience. He is the founder of Twin Lights Capital Management LLC and has previously worked with Dakota Wealth, LLC. In addition to his advisory work, he serves as an adjunct professor of finance at Boston University. Twin Lights Capital Management LLC is an independent, single-advisor registered investment adviser that provides discretionary investment management and sub-advisory services to individuals, family offices, and institutional investors. The firm specializes in U.S. growth equity strategies using a concentrated portfolio approach based on bottom-up fundamental research and top-down thematic analysis.

For as long as I can remember, I’ve always been a numbers nerd. Growing up, we had a small chalkboard propped up against the wall. Instead of scribbling random shapes, I would have my parents give me math problems to solve. (Don’t worry – I don’t do my math on a chalkboard anymore!). I started my career in financial services fresh out of college when I was hired at a boutique wealth management firm just outside of Boston. It was there that I quickly fell in love with financial planning. To me, it is the perfect blend of nerdy, technical, problem-solving, spreadsheet analysis and touchy-feely, meaningful, life-changing relationship work. I have always considered myself lucky to have found this profession when I didn’t even know I was looking for it. What better calling can there be than to help guide people in using their money to live their most deeply significant and fulfilling lives? I spent more than 18 years of my career with firms that only worked with individuals and families that had substantial wealth. In short, you already needed to have achieved financial success to get access to our advice! While I have always loved my work and the clients I helped, I could never shake the feeling that there was something missing. Instead of only working with people who already had wealth, I wanted to work with people to help them build it. As a result, Katapult Financial Planning was born.

Michael Durant Jr. is a Certified Financial Planner® with 21 years of industry experience. He is the sole advisor at Belmont Financial, LLC, where he has worked since 1992. Belmont Financial serves individual investors and small business clients by offering discretionary investment management and financial planning. The firm employs a globally diversified investment approach using no-load mutual funds, closed-end funds, and ETFs, with portfolios tailored to client risk tolerance and long-term goals.

Joseph Bruderman is a financial advisor at Bruderman Private Wealth with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America. He is also the president and CEO of Investegrity LLC, a registered investment advisory firm where he manages client assets and financial planning as the sole employee. Bruderman Private Wealth serves high-net-worth individuals, families, and select institutional clients, offering discretionary portfolio management and comprehensive financial planning. The firm uses a holistic approach to align asset allocation with clients’ cash-flow needs, tax and estate planning, and long-term goals, employing a range of investment strategies including concentrated equity, income, ETFs, and private placements.

Stephen Neumeier is the sole advisor at Neumeier Capital Management, Inc., an independent registered investment adviser based in Concord, MA. He holds the CFA® designation and Series 63 and 65 licenses, with 31 years of industry experience. Mr. Neumeier founded Neumeier Capital Management in 1991 and is also the managing member of Neumeier Partners Management, LLC, which operated a private investment fund from 2003 to 2016. Neumeier Capital Management serves individuals, corporations, employee benefit plans, foundations, and endowments, generally requiring a $1,000,000 minimum account. The firm follows a value-oriented investment approach that uses no-load mutual funds for smaller portfolios and common stocks or other securities for larger accounts, with distinctive practices such as employing borrowing, derivatives, and monthly account reviews.

Lucas Turton is a CFA® charterholder with nine years of industry experience. He is the principal advisor at Claritas Advisors, LLC and has previously worked at Webster Bank and Windham Capital Management, LLC. Claritas Advisors, LLC provides discretionary investment advisory and portfolio management services to individual and institutional clients, managing diversified multi-asset portfolios primarily using ETFs. The firm combines quantitative and fundamental analysis with an emphasis on risk management and tactical portfolio adjustments.

Brian Curtin is the principal of Curtin Financial Services, Inc. in Burlington, MA, with 20 years of industry experience. He has served as Treasurer/Collector for the Town of Burlington since 1977 and holds board roles with the Burlington Municipal Federal Credit Union, Burlington Community Scholarship Foundation, and Middlesex County Retirement System. Curtin Financial Services provides financial planning, investment advisory, retirement and education planning, and tax preparation services to individuals, small businesses, and trust accounts. The firm emphasizes personalized, non-discretionary investment advice combined with ongoing tax and accounting expertise.

Kevin Maxwell is the sole advisor at Rivermax Financial Planning LLC in Boston, MA. He holds a Series 65 credential and has one year of industry experience. His prior roles include work with Rivermax Financial LLC, involvement in financial planning education through BU and Kaplan, and leadership positions in private companies Movie Skits Inc. and PicnicArea.com Inc. Rivermax Financial Planning LLC is an independent investment adviser providing discretionary portfolio management and both project-based and ongoing comprehensive financial planning for individuals and high-net-worth clients. The firm uses a combination of passive and active investment strategies, customized Investment Policy Statements, and model portfolios through the Altruist platform to implement asset allocation and security selection.

Camille Fuleihan is the sole advisor at Fuleihan, Camille, Farid, an independent firm based in Belmont, MA. She holds Series 63 and Series 65 designations and has 23 years of industry experience, having worked at her current firm since 2002. The firm provides investment advisory and financial planning services to individuals, pension plans, trusts, and 401(k) plans. It employs a manager-of-managers approach, screening and coordinating with other advisory firms while typically operating on a non-discretionary basis, with regular account reviews and client consent required for changes.

Lurie Davis is a financial advisor with Lurie Davis Wealth Management LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. Davis has worked at Lurie Davis Wealth Management since 2006 and has prior experience with Waddell & Reed, Inc. Outside of advising, Davis serves as president of the Davis Estates Condominium Association, is a board member of the Lena Park Community Development Corporation, and participates in community organizations such as the Black Economic Council of Massachusetts and a Boston public school speakers series. Lurie Davis Wealth Management LLC provides customized investment management and financial planning services to high-net-worth individuals, pension and retirement plans, business owners, and families. The firm emphasizes broad asset allocation primarily through mutual funds and ETFs, conducting periodic account reviews and collaborating with clients on risk tolerance and investment policies while maintaining non-discretionary authority over client accounts.