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.

Lurie Davis is a financial advisor with Lurie Davis Wealth Management LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. Davis has worked at Lurie Davis Wealth Management since 2006 and has prior experience with Waddell & Reed, Inc. Outside of advising, Davis serves as president of the Davis Estates Condominium Association, is a board member of the Lena Park Community Development Corporation, and participates in community organizations such as the Black Economic Council of Massachusetts and a Boston public school speakers series. Lurie Davis Wealth Management LLC provides customized investment management and financial planning services to high-net-worth individuals, pension and retirement plans, business owners, and families. The firm emphasizes broad asset allocation primarily through mutual funds and ETFs, conducting periodic account reviews and collaborating with clients on risk tolerance and investment policies while maintaining non-discretionary authority over client accounts.

William Spring is a financial advisor at Spencer Brook Asset Management, LLC with 22 years of industry experience. He has been with Spencer Brook Asset Management since 2002. Spring holds a Series 65 designation. Spencer Brook Asset Management provides discretionary investment management and financial planning primarily to high-net-worth individuals and trusts. The firm employs a bottoms-up value investing approach focused on long-term capital appreciation with an equity-income orientation, managing concentrated portfolios tailored to each client’s objectives.

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.

Jeffrey Sinder is a CFA charterholder and principal of AVK Partners, an independent investment advisory firm based in Concord, MA. He has three years of industry experience, including roles at Acadian Asset Management and Wellington Management. AVK Partners provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, combining passive and active investment vehicles, and offers educational seminars alongside its advisory services.

Maureen Demers is a CFP® and holds a Series 63 license with 17 years of industry experience. She has been the principal of Demers Financial Planning since 2008 and has worked in financial services since 1998. The firm provides holistic financial planning and wealth management primarily to pre-retirees and retirees with at least $1 million in investable assets. Demers Financial Planning offers comprehensive planning, portfolio management including third-party asset managers, and limited-scope financial reviews, emphasizing asset allocation and a long-term buy-and-hold investment philosophy.

Bhavneesh Sharma is a financial advisor with Integrity Advisors LLC in Burlington, MA, holding a Series 65 designation and 10 years of industry experience. He has held roles at firms including FATrader and Vasuda Indices, and he is co-founder and Co-CEO of DataFlynk.AI LLC, a software development company. He has also contributed to Seeking Alpha since 2015. Integrity Advisors LLC provides discretionary portfolio management and holistic financial planning to individuals, high-net-worth clients, and corporations. The firm focuses on equity and ETF investments, with an emphasis on healthcare sectors, and integrates financial planning through a cloud-based platform combining cash-flow analysis, retirement projections, and tax-efficient strategies.

Susan Parigian is a CFP® with 25 years of industry experience, currently with Geld Financial Advisors, Inc. She has been employed at Saba, Colman & Hunt, P.C., a certified public accounting firm, since 1994, where her responsibilities include tax preparation, tax research, and accounting services. Geld Financial Advisors, Inc. serves primarily high-net-worth individuals, facilitating referrals to an independent registered investment adviser for portfolio management rather than managing assets directly. The firm operates through a referral network affiliated with LPL Financial and is formally connected to a local CPA firm, with several principals, including Susan, employed there.

Richard Karlen is a financial advisor at Millenium Financial Services in Peabody, MA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Essex Securities LLC since 2004. Outside of his advisory work, he is also an insurance broker. Millenium Financial Services provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, small businesses, and pension and profit-sharing plans. The firm manages advisory relationships on a non-discretionary basis and employs a strategic asset allocation approach combining passive index funds and ETFs with selected active holdings.

Laurence Lamagna is a financial advisor with BostonNorth Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Boston North Financial Services and Commonwealth Equity Services since 1999. Outside of advisory services, he operates a fixed insurance sales sole proprietorship and serves as president of Boston North Financial Services, Inc. BostonNorth Financial Services is a small, independent advisory firm serving individuals, high-net-worth clients, retirement and corporate pension plans, charitable institutions, and trusts. The firm provides customized financial plans using a variety of analytical methods and typically charges hourly or fixed fees without discretionary trading or custody of client assets.

Brian Eddy is a CFP® and holds a Series 65 license, with 11 years of industry experience. He has been the sole advisor at Eddy Company, LLC since 2014, an independent firm based in Beverly, MA. Eddy Company primarily serves individual investors, offering portfolio management alongside tax preparation services for various client types, including individuals, couples, and small business entities. The firm manages portfolios on a non-discretionary basis using exchange-traded funds and fixed-income instruments, emphasizing diversification and long-term investment horizons.

Kenan Nacar is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Charles River Wealth Management, LLC since 2017. Prior to this, he worked at Sagamore Wealth Management for six years. He is involved with the Rotary Club of Winchester as a board member and holds limited partnership roles in local sports training facilities. Charles River Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a long-term investment approach focused on diversified portfolios constructed primarily from mutual funds and ETFs, with ongoing oversight and an institutional relationship for custody and trade execution.

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.

Jac Bentley is the principal advisor at Bentley Wealth Management, LLC in Marblehead, MA, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has been associated with Globalist Capital, LLC since 2012 and has operated Bentley Financial, LLC since 2008, which offers fixed annuities and various insurance products. Bentley Wealth Management provides financial planning and personalized investment management to individuals, high-net-worth clients, families, and small businesses. The firm uses a scientific, engineered investment approach focusing on global diversification, risk control, and avoidance of market timing, tailoring portfolios to client objectives using a diverse range of securities.

Christopher Lazzaro is a financial advisor with Plan For It Financial, LLC, holding the ChFC® designation and Series 63 license. He has 22 years of industry experience, including over two decades at Looms, Sayles & Company before founding his independent firm in 2023. Plan For It Financial, LLC is a fee-only advisory practice focusing on comprehensive financial planning for individuals, including high-net-worth clients. The firm emphasizes written financial plans with a globally diversified, low-cost, passive investment approach and does not provide discretionary portfolio management or custody of client assets.

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.

Aletta Tibbetts is the sole advisor at Stardust Wealth Strategies in Arlington, MA, holding a Series 65 designation with nine years of industry experience. She has been with Eos Financial Planning LLC, operating as Stardust Wealth Strategies, since 2017, and was self-employed for one year prior. Stardust Wealth Strategies provides financial planning and investment advisory services primarily to individual clients, with a focus on long-term, passive investment approaches using mutual funds, ETFs, stocks, and bonds. The firm also emphasizes client education and public speaking, offering seminars and group engagements alongside its financial planning and tax preparation services.

Tunc Tanin is the sole advisor at Tanin, Tunc, an independent advisory firm based in Cambridge, MA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. In addition to financial advising, he works as a licensed insurance agent focusing on life, health, and disability insurance, and provides tax preparation services during tax season. The firm serves individual and high-net-worth clients, offering hourly financial planning and discretionary portfolio management primarily through mutual funds. Its investment approach emphasizes fundamental analysis with a focus on value, safety, quality, and risk control.

Evergreen Wealth Management combines institutional-grade technology with the personalized attention of a boutique firm. We serve individuals age 50+ who want expert retirement guidance without the layers of complexity and fees that come with traditional firms. As a flat-fee, fiduciary advisor, we charge $900 per month—regardless of how much you have invested. That means no AUM-based fees, no commissions, and no incentive to sell you anything. Our only job is to help you make smart, confident financial decisions and guide you through retirement with clarity. We leverage tools like eMoney for retirement planning, Holistiplan for advanced tax analysis, Nitrogen for risk alignment, and Schwab’s iRebal® for efficient trading and portfolio management. You get the power of a large-firm platform—with direct access to a CFP® who knows your name, your values, and your goals. We help answer the questions that matter most: Are we financially ready to retire? What’s our optimal Social Security strategy? How do we minimize taxes and create steady income? How should we invest for both safety and growth? Every relationship starts with a personalized plan, built around your vision and your numbers—not generic assumptions. And we don’t stop there. As life evolves, we adapt your strategy, manage the details, and stay by your side through every decision that matters. Evergreen was founded by Nick Stevens, CFP®, after 12 years at a national investment firm. Tired of impersonal service and product-pushing incentives, he built Evergreen to give clients what they truly want: independent advice, fair pricing, and a relationship with someone who takes their retirement as seriously as they do. Nick lives in Boston with his wife Rachel, their young children, and a spirited dog named Sam. He’s a weekend DIYer, avid golfer, and firm believer that planning and consistency are the keys to success—in both life and investing. If you're looking for a modern advisor with both high-tech tools and high-touch service, Evergreen Wealth Management might be the partner you've been looking for.

Jeffrey Shank is a financial advisor at Andover Advisory Group with over 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his current role, he has been associated with Cambridge Investment Research Advisors since 2014. Outside of his advisory work, he serves on the board of the Kiwanis Club of Greater Lawrence and hosts a weekly live radio show and podcast. Andover Advisory Group provides comprehensive financial planning and tax preparation services to individual and high-net-worth clients, focusing on written plans covering investments, taxes, estate, and retirement issues. The firm emphasizes client risk assessment and asset allocation based on Modern Portfolio Theory but does not recommend specific securities or exercise investment discretion.