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 advisory firm based in Cambridge, MA. She holds Series 65, 66, and 63 designations and has 14 years of industry experience. Prior to founding her firm in 2014, Weiss worked at Banc of America Investment Services and other advisory firms. She is co-chair of the Cambridge Community Foundation’s Professional Advisors and serves on the board of Beth El Temple Center, where she co-chairs the social action committee. Weiss Financial Advisors, LLC provides ongoing wealth management and modular financial planning primarily for individual and high-net-worth clients. The firm customizes portfolios based on client objectives, time horizon, tax situations, and risk tolerance, managing approximately $12.3 million for a small client base with mostly non-discretionary authority.

Philip Gillette Jr. is the sole advisor and owner of Cape Ann Financial in Manchester, MA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his independent firm since 1998. In addition to advisory services, he operates as a commodity trading advisor under his own name. Cape Ann Financial provides investment advice, portfolio management, and financial planning to individuals, trusts, and pension and profit-sharing plans. The firm employs a combination of fundamental and technical analysis, with monthly account reviews and a focus on non-discretionary management alongside the use of hedging instruments.

John Biebel is a CFP® professional with 27 years of industry experience. He is the sole advisor at Ridley Cove Financial Advisors LLC in Newton, MA. His prior experience includes roles at Wellesley Investment Partners, Wingate Wealth Advisors, Wingate Planning Corp, Calibre Advisory Services, and Tanager Financial Services. Ridley Cove provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-HNW clients. The firm employs a forward-looking, globally diversified investment approach using primarily ETFs and mutual funds, supported by a formal monthly Allocation Committee and technology that allows management of workplace retirement accounts without custody.

Laurence Cohen is a CFP® and holds a Series 65 license with 16 years of industry experience. He has operated Laurence Financial Planning LLC since 2009 in Danvers, MA. Laurence Financial Planning LLC serves individual investors and trusts by providing comprehensive financial planning, investment management, and limited-scope project planning. The firm emphasizes long-term strategic asset allocation, global diversification, and low-cost mutual funds, with a focus on non-discretionary management and detailed, client-directed implementation.

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.

Alex Toussaint is a financial advisor at Risen Phoenix Capital Advisers, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he is president and owner of Kitaya Tax Services, LLC, which provides tax preparation and representation, and he also works as a real estate agent with RE/MAX On the Charles. Risen Phoenix Capital Advisers serves institutional and individual clients by offering discretionary portfolio management along with retirement, trust, insurance, and coordinated tax planning. The firm’s investment approach emphasizes modern portfolio theory, strategic asset allocation, passive indexing, and selective use of alternatives, with portfolio reviews at least quarterly.

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.

Linda Nelson is a CFP® and Series 66-registered financial advisor with 28 years of industry experience. She has been the sole advisor at Freya Financial Services since 2002. Freya Financial Services is an independent, fee-only firm serving individuals, families, and small businesses with financial life planning and investment management. The firm employs a strategic asset-allocation approach using mostly no-load and low-load mutual funds, emphasizing non-discretionary portfolio management and personalized, plan-centered client relationships.

Christina Larson is a Certified Financial Planner™ with 17 years of industry experience. She has operated Larson Financial Planning, Inc., an independent advisory firm based in Winchester, MA, since 2010. Larson Financial Planning provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm builds customized, primarily long-term portfolios using diversified mutual funds and ETFs, with ongoing portfolio supervision, rebalancing, and tax-loss harvesting.

Joseph Fodera is the principal of DBA Joseph Fodera and holds a Series 66 designation with 20 years of industry experience. He has been involved with Cornerstone Industries since 1991, where he is also the owner, focusing primarily on real estate development and renovations. Outside of advisory services, he serves as the registered agent and manager of DiCamillo Associates, LLC. Fodera Investments, Inc. provides investment advisory services primarily to individual clients, offering managed account oversight and consultation with a conservative, fundamental research-based approach. The firm operates on a small scale, with most of Mr. Fodera’s time dedicated to real estate development, and manages accounts mostly on a non-discretionary basis.

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.

Geoffrey Loynd is the sole advisor at Loynd Capital Management in Marblehead, MA, holding the CFA® designation and Series 63 license with 20 years of industry experience. He has led Loynd Capital Management since 1992. Loynd Capital Management is an independent, fee-only registered investment adviser serving primarily individual investors and one charitable organization. The firm employs a scientific, academically grounded investment approach focused on low-cost diversified funds and ETFs, using fixed income to reduce portfolio volatility and emphasizing tailored risk profiles, low turnover, and incorporation of new research.

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.