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.

Thomas Terraccino is a CFA® charterholder and the sole advisor at Prudent Growth Investments LLC, with 18 years of industry experience. He previously worked at Wilkins Investment Counsel for 16 years and Kondracki Advisory, LLC for one year before joining his current firm in 2025. Prudent Growth Investments LLC is a Massachusetts-registered investment adviser that provides discretionary portfolio management primarily to individuals and high-net-worth clients. The firm employs fundamental analysis and a combination of long- and short-term trading strategies, focusing mainly on equities while incorporating mutual funds, ETFs, fixed income, and international securities in portfolios tailored to clients’ risk tolerance and objectives.

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.

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.

Steven Fanger is a financial advisor with F.F. Advisors, LLC in Wayland, MA, holding a Series 65 designation and 28 years of industry experience. He operates as the sole advisor at an independent firm. F.F. Advisors serves individuals, trusts, estates, small businesses, and retirement plans by providing discretionary investment management, consulting, and retirement-plan advisory services. The firm constructs customized, primarily long-term portfolios using fundamental analysis and typically employs low-cost mutual funds and ETFs, with selective use of individual securities and legacy positions.

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 founding Colemma, he worked in the healthcare sector, including roles at Harvard Pilgrim Health Care, Steward Health Care Network, and currently serves as a program manager at Point32Health. Colemma Asset Management LLC provides discretionary asset management services to individual and high-net-worth clients, emphasizing personalized portfolio management based on fundamental analysis, long-term investment strategies, and adherence to client-specific goals and restrictions. The firm operates as a single-advisor practice and maintains active oversight of client portfolios through quarterly reviews and tax-loss harvesting.

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 principal of SHARON LUND, FINANCIAL PLANNING, Inc., an independent firm based in Needham, MA. She holds a Series 65 designation and has 22 years of experience in financial planning. Since founding her firm in 2002, she has provided non-discretionary financial advice to a modest client base. Her firm offers independent financial planning and investment advice to individuals, trusts, small businesses, and non-profits, focusing on retirement, tax and estate planning, college funding, and insurance evaluation. The firm uses a fee model based on hourly billing or retainer arrangements rather than assets under management, emphasizing diversified, moderate-to-conservative portfolios with tax efficiency and low turnover.

Michael Capobianco is a financial advisor with Lattanzi Financial Services LLC in Revere, MA. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior roles include positions at Raymond James Financial Services, Wells Fargo Clearing, and MWA Asset Management. Capobianco is also the owner and director of Rorcha LLC, a business consulting firm. Lattanzi Financial Services LLC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm customizes portfolios based on initial risk assessments and offers ongoing monitoring and regular reviews, managing approximately $8.3 million for a small client base.

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.

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.