Jay Abolofia is a CFP® professional with seven years of experience in financial planning. He is principal of Lyon Financial Planning, LLC, an independent firm in Waltham, MA, and also provides consulting services to Economic Security Planning, Inc., a software company focused on financial planning tools. His prior experience includes work at Sensible Financial Planning and Management LLC. Lyon Financial Planning is a state-registered, single-advisor firm serving individual clients across various life stages and asset levels. The firm offers comprehensive and limited-scope financial planning without discretionary portfolio management, emphasizing project-based and hourly billing, and focuses on planning rather than investment management.

Gary Najarian is a financial advisor with OSAIC, holding a Series 63 designation and 38 years of industry experience. He has been with OSAIC since 1993 and also serves as president of Perpetual Financial, a role he has held since 1991. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset-allocation planning software, and portfolio optimization tools to manage a wide range of investment products and offers both wrap and non-wrap fee programs.

Philip Stockton is a CFP® with 16 years of industry experience and has been the sole advisor at Techgen Financial since 2008. He holds a Series 65 license and operates out of Sharon, MA. Techgen Financial is an independent firm offering fee-only holistic financial planning and advisory services to individuals and families. The firm focuses on long-term, globally diversified investment guidance that emphasizes tax efficiency and appropriate asset allocation, delivering services through comprehensive retainers or targeted project agreements.

Maxime Henri Crener is the sole advisor at Shilla Advisory LLC, an independent registered investment adviser. He holds a Series 65 credential and has experience managing a small consulting company. His prior roles include positions at Incap LLC, Harvard Extension School, Columbia University, and L'Oreal USA. Shilla Advisory LLC provides portfolio management and comprehensive financial planning primarily to individual clients, including high-net-worth individuals. The firm utilizes a fundamental analysis and long-term trading approach, offering a range of investment options such as mutual funds, ETFs, REITs, non-U.S. securities, private placements, and venture capital.

Emmanuel Sabiiti is a CFP® and CFA® affiliated with Emma Research LLC, where he has worked since 2024. He has over 15 years of industry experience, including a 16-year tenure at Boston Common Asset Management and a concurrent role at MassMutual as Head of Sustainable Investment Strategy. In this latter position, he leads ESG investment initiatives. Emma Research LLC is a state-registered investment adviser serving individuals, high-net-worth clients, and charitable organizations. The firm emphasizes passive investment management with index funds and ETFs, supplemented by active management and fundamental analysis for larger accounts, and also provides financial planning on an hourly basis.

Dar Sandler is a financial advisor at Appian Road LLC with 11 years of industry experience and holds a Series 65 designation. He has been with Appian Road since 2013. Sandler is also registered as a Commodity Trading Advisor, a capacity separate from his advisory role at the firm. Appian Road LLC provides investment advisory services primarily to individuals, including high-net-worth clients, offering portfolio management and personalized Investment Policy Statements. The firm uses exchange-traded funds and employs a long-term trading approach that incorporates fundamental and cyclical analysis tailored to each client’s risk tolerance and time horizon.

Carl Goodman is the principal of Goodman Asset Management, Inc. in Framingham, MA, holding the PFS™ designation and Series 65 license with 31 years of industry experience. He has operated his independent advisory firm since 1993 and maintains a separate CPA practice as a sole proprietor. Goodman divides his professional time between financial advisory and accounting services. Goodman Asset Management provides fee-only financial planning and investment management to individuals, trusts, and estates, focusing on fundamental analysis and strategic asset allocation. The firm employs non-discretionary, broadly diversified portfolios and manages approximately $33.6 million in client assets.

Richard Bowers is the principal advisor at Venture Partners Wealth Management, LLC in Natick, MA, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Silverwood Partners LLC. Outside of his advisory role, Mr. Bowers co-founded Partners on Prospect, a nonprofit forum for business visionaries and investors, and serves as a board member and paymaster for The Corinthians Association, Inc. Venture Partners Wealth Management is a small, independent advisory firm serving individuals, trusts, estates, businesses, and retirement plans, including pension and profit-sharing clients. The firm emphasizes fundamental analysis and constructs diversified, low-cost portfolios using mutual funds, ETFs, individual securities, and Independent Managers, while providing fiduciary investment management, financial planning, and pension consulting services.

Sergey Agres is a CFA® charterholder affiliated with AMA Office Solutions LLC in Needham, MA. He has seven years of experience at Cambridge Associates, LLC and three years at Aon. AMA Office Solutions operates primarily as an accounting and bookkeeping practice while also functioning as a state-registered investment adviser serving corporations, families, and small institutions. The firm combines proprietary quantitative models with qualitative adjustments to manage diversified portfolios, with particular expertise in retirement plan consulting and pension strategy.

Katie Macdonald is a CFP® professional with 17 years of industry experience. She is the sole advisor at MacDonald Wealth Management, LLC, where she has worked since 2016 following prior experience at Beck Bode Wealth Management. MacDonald Wealth Management provides portfolio management, financial planning, and related services to individuals, high-net-worth clients, and charitable organizations. The firm offers specialized tax preparation and a Sports & Entertainment division, delivering financial planning, investment management, and career counseling tailored to athletes and their support networks.

Stuart Nagode is a CFA® charterholder with 23 years of experience in the financial industry. He has been the sole advisor at Dover Investment Advisory Corporation since 2001. Dover Investment Advisory Corporation provides discretionary portfolio management to individuals, trusts, and corporations, managing approximately $135 million across about 45 client relationships. The firm employs broadly diversified, low-cost investment strategies primarily using index mutual funds and ETFs, with selective active management in specific market segments.

Christa Canavan is a financial advisor at Norton Financial Consultants with 40 years of industry experience. She holds the ChFC® and Series 63 designations and has been with Norton Financial Consultants since 1984 and Commonwealth Financial Network since 1999. In addition to financial planning, she also provides tax preparation services. Norton Financial Consultants offers fee-based financial planning and wealth management consulting to individuals, high-net-worth households, trusts, estates, and small businesses. The firm focuses on customized, methodical financial plans aligned with clients’ goals, tax situations, and risk tolerance, providing implementation assistance through broker-dealer and insurance channels without discretionary portfolio management or custody of assets.

Michael Gross is a CFP®, PFS™, and Series 65-registered financial advisor with ten years of industry experience. He is the principal of Rising Tides Financial, LLC, an independent firm based in Needham, MA. Gross dedicates part of his time to an affiliated CPA practice that coordinates tax preparation and accounting services for his clients. Rising Tides Financial provides ongoing financial planning and portfolio management to individuals, trusts, estates, and charitable organizations. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and technical analysis, and offers both discretionary and non-discretionary management arrangements.

Kimberly Howard is a CFP® with 19 years of experience in the financial services industry. She is the principal advisor at KJH Financial Services in Needham, MA, and has worked at CitiStreet since 2004, where she also serves as a project manager for third-party retirement plan administration. KJH Financial Services offers fee-only financial planning for individuals, couples, high-net-worth clients, trusts, small businesses, and retirement plans. The firm provides consultative, educational investment guidance without portfolio management or custody of assets, focusing on long-term, diversified, buy-and-hold strategies and charging fees on an hourly, project, or retainer basis.

Lisa Franks is a financial advisor with L M Franks Capital in Chestnut Hill, MA, holding a Series 65 designation and 11 years of industry experience. She previously worked at Taylor Wealth Management Partners for four years before founding her current firm in 2018. Outside of advising, she manages an art holding company and a family real estate LLC for estate planning purposes. L M Franks Capital provides customized discretionary and non-discretionary investment management and advisory services to individuals, high-net-worth clients, estates, trusts, and charitable organizations. The firm employs a top-down investment approach that integrates global growth analysis with fundamental, technical, behavioral, and charting methods to pursue long-term growth with income, managing approximately $34 million in client assets.

Yuri Iozzo is a financial advisor with Oltarion Capital LLC and holds a Series 65 designation. He has professional experience primarily outside of finance, including roles at OPKO Health, Sanofi, and the University of Massachusetts Medical School. Oltarion Capital provides non-discretionary investment advisory services and limited-scope financial planning to individuals, high-net-worth clients, corporations, and institutional clients. The firm uses model portfolios focused on mutual funds and ETFs, customizing recommendations to client objectives while excluding cryptocurrencies and leveraged or inverse ETFs.

Robert Dossett is a CFP® professional and founder of Waypoint Financial Planning LLC in Milford, MA, with 15 years of industry experience. He has operated his independent advisory firm since 2011. Outside of financial advising, he is a minority investor in a company holding patents in the medical device field. Waypoint Financial Planning LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and trusts and estates across multiple states. The firm employs a long-term, fundamental-analysis investment approach and constructs diversified portfolios tailored to each client’s tax situation, time horizon, and risk tolerance.

Paul Cloonan is a CFP® and CFA® with over 25 years of experience in the financial industry. He is the principal advisor at Pathways Financial Consulting LLC, where he has worked since 2023. Prior to founding Pathways, he spent 24 years at Amundi Distributor US, Inc. Pathways Financial Consulting LLC is an independent registered investment adviser serving individuals and high-net-worth clients. The firm focuses on discretionary wealth management and financial planning, constructing diversified portfolios primarily using low-cost mutual funds and ETFs, with the ability to include individual stocks or bonds as needed.

Matthew Priore is the sole advisor at Priore Investments, holding a Series 65 designation with 11 years of industry experience. He has worked at Priore Investments since 2015 and has been employed at Perficient, Inc. since 2010. Priore Investments is a sole-proprietorship investment adviser that serves both non-high-net-worth and high-net-worth individual clients. The firm provides customized investment management focused on risk-adjusted returns tailored to client needs, using traditional securities analysis and discretionary trading authority under client agreements.

Elizabeth McVittie is a CFP® with 21 years of industry experience, currently serving at OSAIC since 2023. She has operated McVittie Financial Advisors since 2008 and previously worked at FSC Securities Corporation for 18 years. Outside of her advisory roles, she serves as Treasurer and Finance Committee Member for the United Parish of Auburndale, overseeing the church’s endowment fund and financial records. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services through a large network of financial advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, utilizing a range of investment strategies and technology-driven portfolio management tools.