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.

Pam Gao is the principal of AsterBright Capital Management, LLC and holds the CFA® designation. She has seven years of industry experience, including 15 years at Putnam Investments prior to founding her independent firm in 2018. AsterBright Capital Management provides portfolio management services to individuals, high-net-worth clients, small businesses, and foundations, focusing on discretionary management of liquid, publicly traded securities. The firm uses a hybrid approach combining quantitative screening, fundamental company analysis, and top-down macro considerations to create tailored portfolios that range from long-only equity allocations to opportunistic strategies involving short positions, options, and leverage.

Susanne Howard is a financial advisor at L.F. Howard Associates Inc in Boston, MA, holding a Series 65 designation with 25 years of industry experience. L.F. Howard Associates provides portfolio management and consulting services to individuals, trusts and estates, and corporate clients. The firm manages approximately $96 million in client assets and develops individualized investment policies using a variety of analytical methods, implementing strategies ranging from long-term holdings to shorter-term trading across multiple asset classes. Its unique offerings include trustee and executor services by a Massachusetts-licensed attorney principal and work with private business entities, which contributes to a diverse client base.

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.

Christopher De Roetth is the sole advisor at Account Management, LLC in Hingham, MA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has led Account Management, LLC since 1999. Account Management, LLC provides discretionary investment advisory services to a small number of high-net-worth individuals, families, trusts, foundations, and endowments. The firm focuses on public North American equities using a combination of fundamental and technical analysis and employs a broader set of instruments while generally avoiding margin or leverage.

Walter Garbacik is a financial advisor at Augeo Wealth Management in Westwood, MA, holding Series 65 and Series 63 licenses with 20 years of industry experience. His career includes roles at National Financial Services LLC and Fidelity Investments, as well as work with Anabolyc LLC prior to joining Augeo Wealth Management in 2026. Augeo Wealth Management is a fee-only investment adviser serving primarily high-net-worth individuals, families, pre-retirees, retirees, small business owners, and trustees. The firm offers comprehensive wealth management with a fundamental, long-term investment approach that utilizes diversified, tax-efficient portfolios incorporating ETFs, individual securities, bond laddering, and alternative asset allocations where appropriate.

Michael Durant Jr. is a CFP® professional with 22 years of industry experience. He has been the sole advisor at Belmont Financial, LLC since its founding in 1992. Belmont Financial serves individual investors and small business clients with discretionary investment management and financial planning. The firm uses globally diversified portfolios primarily composed of no-load mutual funds, closed-end funds, and ETFs, focusing on client risk tolerance and long-term goals.

John Power is a CFP® professional with 20 years of experience in financial advising. He has worked at Goldense Group Inc. since 2002 and has operated Power Plans since 1993. Power Plans is a sole-practitioner firm based in Walpole, MA, serving fewer than twenty individuals or families. Power Plans offers comprehensive financial planning and investment advice primarily to individuals, families, active and retired military personnel, and small family-owned businesses. The firm emphasizes long-term, goal-oriented portfolios focused on diversification and asset allocation, with investment management generally provided through third-party managed portfolios.

Lucas Turton is a CFP® and CFA® with 10 years of industry experience. He is the sole advisor at Claritas Advisors, LLC, an independent firm he has been with since 2024. Prior to founding Claritas Advisors, he worked at Windham Capital Management, Webster Bank, and Santander N.A. Turton is also employed by a national bank, a business activity disclosed for transparency. Claritas Advisors provides discretionary investment management to individual and institutional clients, focusing on diversified portfolios primarily composed of exchange-traded funds with some individual stocks or bonds. The firm combines fundamental and quantitative analysis with an emphasis on risk management, implementing both strategic and tactical portfolio adjustments.

Daniel Ringer is a CFP® professional with 19 years of industry experience. He has led Breakwater Financial, LLC since its founding in 2016. Breakwater Financial is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, estates, and businesses with portfolio management and financial planning services. The firm employs a primarily long-term, fundamental analysis approach, using no-transaction-fee mutual funds and ETFs, and incorporates tools like Nitrogen/Riskalyze for risk alignment.

Gayle Buff is the founder and sole advisor of Buff Capital Management, LLC, based in Newton, MA. She holds CFP® and CFA® designations and has 32 years of industry experience, having led her firm since its inception in 1992. Buff Capital Management primarily serves individuals, families, nonprofit organizations, and retirement plans. The firm employs a value-oriented, long-term investment approach focused on capital preservation and downside protection through diversified allocations, tailoring plans to clients' tax status and special circumstances without employing margin, short selling, or options.

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.

Paul Needham is a financial advisor at Colemma Asset Management LLC in Norwood, MA, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to his advisory role, he has held positions in the healthcare sector, including at Point32Health, where he manages a health insurance program. Colemma Asset Management LLC provides discretionary asset management services primarily to individual and high-net-worth clients, focusing on tailored portfolio management based on fundamental analysis and client-specific goals. The firm operates as a single-advisor practice and emphasizes personalized investment strategies without aggregating client trades.

Greg Dodge is a financial advisor with Dodge Wealth Management in Foxboro, MA, holding Series 63 and Series 66 licenses and having 31 years of industry experience. He worked previously at LPL Financial for 11 years before founding Dodge Wealth Management in 2014. Dodge has also served as an instructor for compliance-approved educational retirement seminars. Dodge Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages about $89 million across roughly 107 client relationships, emphasizing mutual funds and ETFs, employing fundamental analysis and modern portfolio theory within a long-term investment framework.

Ranjan Mishra is a financial advisor with ESS Capital Services, holding a Series 65 designation and one year of industry experience. He has been a Senior Partner at ESS Analysis, a management consulting firm, since 2007, dedicating approximately 10 hours per week to that role. Mishra operates as the sole advisor at ESS Capital Services, which he joined in 2023. ESS Capital Services is a registered investment adviser that provides discretionary portfolio management services to individuals, high-net-worth clients, and business entities. The firm employs fundamental, quantitative, and technical analysis across a diverse set of instruments and generally requires discretionary authority to implement its investment strategies.

Bradley Richardson is a Series 65 licensed financial advisor with 22 years of industry experience. He has been with Bradyco Financial in Cambridge, MA for over 40 years, where he serves as the sole advisor. Bradyco Financial provides investment management primarily to individuals, high-net-worth clients, families, and trusts, focusing on retirement preparation and management. The firm emphasizes long-term value investing in common stocks with concentrated portfolios and occasionally employs margin, short sales, and options as exceptions to its usual approach.

Scott Swartz is a CFP® professional with 16 years of experience in financial advising. He has worked at Andersonlane Associates, LLC since 2019 and previously spent eight years at TFC Financial Management, Inc. in Needham, MA. AndersonLane Associates is an independent, state-registered investment adviser serving individuals and high net worth clients with comprehensive financial planning and portfolio management. The firm combines fundamental and quantitative analysis, generally following Modern Portfolio Theory to build diversified portfolios using low-cost, tax-efficient ETFs and mutual funds, with selective use of active managers for less efficient markets.

Sharon Lund is the sole advisor at SHARON LUND, FINANCIAL PLANNING, Inc. in Needham, MA, holding a Series 65 designation with 23 years of industry experience. She has been with her current firm since 2002. The firm provides independent financial planning and investment advice to individuals, trusts, small businesses, and non-profits, focusing on retirement planning, college funding, tax planning, estate-plan implementation, and insurance evaluation. Services are offered on a non-discretionary basis with an investment approach that emphasizes diversified, moderate-to-conservative allocations and fee arrangements based on hourly billing or retainer rather than asset-based fees.

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.