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.

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 license with seven years of industry experience. Prior to founding Spotlight Investment in 2019, he was associated with Cascodium LLC beginning in 2018 and spent nine years as a full-time student. Outside of his advisory role, he designs and develops hardware through his engineering contracting business, China Export Trading LLC. Spotlight Investment LLC serves individual clients by providing comprehensive financial planning and non-discretionary portfolio management. The firm’s investment approach integrates fundamental analysis with portfolio construction techniques such as Modern Portfolio Theory, factor investing, and risk parity, and incorporates tools like backtesting and Monte Carlo simulation.

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.

Mary Montanari is the founder and sole advisor of Montanari Financial Advisors Inc. in Norwell, MA. She holds the CFP® designation and has 27 years of industry experience, having led her independent firm since 1999. Montanari Financial Advisors is an independent, single-advisor registered investment adviser serving individual and trust clients with discretionary investment management and fee-for-service financial planning. The firm employs a top-down investment approach combining fundamental and technical analysis, managing diversified portfolios across various asset classes while adhering to a selective client intake policy and accommodating customized investment preferences.

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.

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.

Alexander Burke is a CFP® and Series 65-licensed financial advisor with 14 years of experience. He is the sole advisor at Financial Solutions Associates, an independent firm based in Dedham, MA, where he has worked since 2012. Financial Solutions Associates provides discretionary investment management and financial planning primarily for individual clients, including high-net-worth individuals. The firm manages approximately $136 million on a discretionary basis and employs three model allocations—Aggressive, Balanced, and Conservative—using a mix of mutual funds, ETFs, stocks, bonds, and other publicly offered securities.

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.

John Verrengia is the sole advisor at Lattanzi Financial Services LLC in Revere, MA, holding Series 63 and Series 65 registrations with 33 years of industry experience. His prior work includes roles at LPL Financial and Heritage Financial Group. Outside of investment advising, he serves as an assessor for the City of Revere and is involved in a family limited partnership, as well as operating a CPA firm. Lattanzi Financial Services provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm customizes portfolios based on risk assessments, diversifies across various asset classes, and monitors accounts daily, managing approximately $8.3 million for about 28 clients.

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 with Augeo Wealth Management in Westwood, MA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His work history includes roles at National Financial Services LLC from 2018 to the present and Fidelity Investments from 2015 to 2018. Augeo Wealth Management is a fee-only investment adviser serving high-net-worth individuals, families, pre-retirees, retirees, small business owners, and trustees. The firm provides comprehensive wealth management with a fundamental, long-term investment approach, utilizing diversified, tax-efficient portfolios and alternative investment options where appropriate.

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.

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 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.