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.

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.

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.

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.

Adam Cole is the sole principal of Infinite Summer Financial Planning and holds a Series 65 designation with one year of industry experience. Prior to founding his firm, he has worked as a math teacher at Needham High School since 2007. Outside of his financial advisory role, he continues his employment in education. Infinite Summer Financial Planning provides fee-only financial planning and educational seminars for individuals, including high-net-worth clients. The firm does not manage client assets or accept custody and offers both ongoing and project-based engagements tailored to client needs, providing written comprehensive plans and investment recommendations without implementing trades.

Aaron Gardiner is the principal of Gardiner Financial, Inc., an independent investment advisory firm. He holds a Series 65 designation and has eight years of experience in the financial industry. Gardiner is also a practicing orthopedic surgeon and partner at Newton Wellesley Orthopedic Associates, where he has worked since 2009. Gardiner Financial is a fee-only, state-registered adviser serving individual and high-net-worth clients with customized portfolio management and financial planning. The firm primarily uses passive, asset-class-based portfolios with low-cost index funds and ETFs, supplemented by additional analysis as needed, focusing on individualized plans rather than high-volume reporting.

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.

Mark Dwyer is a financial advisor at Motta Wealth Management LLC in Stoneham, MA, holding Series 63 and Series 65 licenses with 12 years of industry experience. Prior to joining Motta Wealth Management, he worked at Putnam Investments for 12 years. Outside of his advisory role, he works as a transportation driver for Uber. Motta Wealth Management provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business clients, focusing on portfolio management and financial planning. The firm uses both fundamental and technical analysis to guide investment decisions, primarily engaging in long-term trading across mutual funds, equities, fixed income, and ETFs, and prepares individualized Investment Policy Statements for clients.

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.

Gregory Fontana is a CFA charterholder with 17 years of industry experience, currently serving as the principal advisor at Convergent Capital Partners, LLC in Boston, MA. He has been with Convergent Capital Partners since 2009. Convergent Capital Partners provides discretionary investment advisory and portfolio management services to individuals, high net worth, and institutional clients, focusing on customized portfolios primarily composed of exchange-listed securities. The firm serves both U.S. and notable non-U.S. clients and employs a value-focused, opportunistic approach that combines fundamental and technical analysis, including the use of options, margin, and short positions in its managed accounts.

Wendy Weiss is the principal of Weiss Financial Advisors, LLC, an independent registered investment adviser based in Cambridge, MA. She holds Series 65, 66, and 63 licenses and has 14 years of experience in the industry. Prior to founding her firm in 2014, she gained relevant professional experience elsewhere. Weiss is also involved in community organizations, serving as Co-Chair of the Cambridge Community Foundation's Professional Advisors committee and Co-Chair of the Social Action Committee at Beth El Temple Center, where she is a board member. Weiss Financial Advisors provides wealth management and modular financial planning services primarily to individual and high-net-worth clients. The firm customizes portfolios to client objectives and maintains mostly non-discretionary management, emphasizing personalized client oversight.

Robert Skloff is a CFA® charterholder with 16 years of industry experience, currently serving as the sole advisor at Silver Pine Capital, LLC. He previously worked at Beck Bode Wealth Management, LLC from 2016 to 2017. Silver Pine Capital is an independent, state-registered investment adviser serving individual and institutional clients. The firm employs a value-oriented, fundamental investment approach with diversified portfolios across equities, fixed income, and alternatives, offering discretionary management, financial planning, and specialized strategies including performance-based compensation arrangements and covered-call overlays.

John Biebel is a CFP® and holds a Series 66 license with 26 years of industry experience. He has been with Wellesley Investment Partners since 2013 and is the sole advisor at Ridley Cove Financial Advisors LLC in Newton, MA. Ridley Cove Financial Advisors serves individuals, trusts, estates, charitable organizations, and business entities, providing discretionary investment management and comprehensive financial planning. The firm employs globally diversified portfolios using mutual funds and ETFs, supported by a formal monthly Allocation Committee and a single-advisor model.

Juan De Jesus is the sole advisor at Spotlight Investment LLC in Boston, MA, holding a Series 65 designation with six years of industry experience. He has worked at Spotlight Investment since 2019 and also maintains an engineering design business, China Export Trading LLC, based in Doral, FL. Spotlight Investment LLC provides comprehensive financial planning and non-discretionary portfolio management primarily for individual clients. The firm’s investment approach incorporates fundamental analysis, Modern Portfolio Theory, factor investing, and risk-parity concepts to construct diversified portfolios across multiple asset classes.

David Morton is the principal of Oliver Investments with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morton Wealth Advisors Inc. and Iqvestments, LLC. Outside of investment management, he operates Hyde Park Consulting LLC, a business consulting firm. Oliver Investments, LLC is a Massachusetts-registered investment adviser serving high-net-worth individuals, business entities, and pooled investment vehicles. The firm combines quantitative methods and fundamental research in a long-term, intrinsic value–oriented investment approach while employing risk-management tools and a structured five-step process.

Alex Toussaint is the principal of Risen Phoenix Capital Advisers, LLC and holds Series 65 and Series 63 licenses with seven years of industry experience. Prior to founding Risen Phoenix, he was affiliated with New York Life and NYLIFE Securities for seven years. Outside of advising, he is the president of Kitaya Tax Services, LLC, which provides tax preparation and representation, and works as a real estate agent with RE/MAX On the Charles. Risen Phoenix Capital Advisers serves pooled vehicles, institutional assets, and individual clients offering discretionary portfolio management alongside retirement, trust, insurance, and coordinated tax planning. The firm employs a strategic asset allocation approach based on modern portfolio theory, primarily using passive indexing with ETFs and mutual funds, supplemented by select alternatives, and offers financial planning on fixed or hourly fee arrangements.

Gavin Trebilcock is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He has worked at Goldman Sachs & Co. and held positions at Cornell University, GBS Corp, and Ohio State University before founding Grail Capital LLC in Boston. Grail Capital LLC provides discretionary portfolio management and investment oversight to high-net-worth individuals and corporate clients. The firm uses a combination of cyclical, fundamental, quantitative, and modern portfolio theory analyses, focusing primarily on equities while incorporating fixed income, ETFs, commodities, and international securities, and employs both long- and short-term strategies including derivatives and options where appropriate.