Joseph Guinta is the sole advisor at Fair Haven Capital LLC in Westwood, MA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has led Fair Haven Capital since 2013. Fair Haven Capital provides discretionary investment management and project-based consulting to individuals, high-net-worth clients, trusts, businesses, and charitable organizations. The firm focuses on customized, concentrated portfolios using bottom-up fundamental analysis and employs active strategies such as shorting, options, and margin alongside fixed-income investments.

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.

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.

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.