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.

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.

Dennis Mendoza is the sole advisor at Mendoza Wealth Management in Brookline, MA, holding the CFA® designation and Series 65 license with 18 years of industry experience. He has led his independent firm since 2007. Mendoza Wealth Management provides discretionary portfolio and asset management services to individuals, high-net-worth clients, and charitable organizations. The firm tailors portfolios according to client risk profiles, employing a blend of fundamental and technical analysis with a long-term investment horizon, and manages approximately $26.6 million in customized, concentrated portfolios.

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.

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.

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.

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.

Michael Stern is a financial advisor at Arlington Investment Advisors in Arlington, MA, with seven years of industry experience. He holds the Series 63 and Series 65 designations and serves as the executive officer for Massinvestor, Inc., a publisher focused on the Venture Capital and Private Equity industry. Arlington Investment Advisors offers investment management and financial planning services to individuals, families, and small businesses, emphasizing long-term, index-oriented allocations primarily through ETFs. The firm manages most accounts on a non-discretionary basis and provides educational seminars and access to third-party managers for specialized portfolio diversification.

Mary Koenig is a CFP® with 27 years of experience in financial planning. She has been with Harvard Square Financial Planning since 2012 and previously worked at Tfc Financial Management Inc for 13 years. Her practice focuses on serving clients in the nonprofit community and their families. Harvard Square Financial Planning provides financial planning and investment consultation primarily to nonprofit sector clients. The firm offers non-discretionary, consultative advice emphasizing diversification, tax efficiency, and long-term allocation strategies, without providing discretionary portfolio management or custody of client assets.

James Panos is the sole advisor at Panos Financial Partners, LLC, an independent firm based in Boston, MA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 15 years with Boston Investment Advisors, LLC. Outside of his advisory work, he assists with the implementation of employee self-directed 401(k) plans through Paychex and is involved in sales for a customer cashback and loyalty card program. Panos Financial Partners provides portfolio management and investment supervisory services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm employs a multi-method investment approach and constructs client portfolios based on tailored Investment Policy Statements, acting with discretionary authority and offering regular monitoring and reporting.

Erik Cooper is a financial advisor with ArcVest, LLC in Boston, MA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with ELC Advisors, LLC since 2012. Cooper is also the author and host of The Plain Wealth Blog/Book/Podcast, providing financial education through online writing and podcasting. ArcVest, LLC is an independent registered investment adviser managing approximately $63 million for individual and high-net-worth clients. The firm employs a combination of charting, fundamental and technical analysis, and both long- and short-term trading to align portfolios with client objectives and risk tolerances.

Jeffrey Houben is the sole advisor at Houben Planning Associates Inc. in Brighton, MA. He holds the ChFC® and Series 63 designations and has 22 years of industry experience. Houben has worked with Guardian Life since 1992 and has led his own firm since 1999. Houben Planning Associates serves individuals, families, retirees, and small businesses by providing financial planning, retirement-plan consulting, and fee-based investment advisory services. The firm emphasizes customized, cost-conscious retirement planning, offering non-discretionary advice with periodic reviews and supports clients in selecting their own brokers.

Sumit Dhanda is the sole advisor at Viraj Capital, LLC, an independent firm based in Cambridge, MA. He holds Series 63 and Series 65 designations and has seven years of industry experience, including six years as a self-employed advisor prior to founding Viraj Capital in 2019. Viraj Capital offers discretionary portfolio management and model portfolio construction focused on technology stocks, ETFs, and options related to the semiconductor industry. The firm employs an aggressive, tactical investment approach that integrates fundamental and technical analysis with short-term trading and hedging strategies, utilizing performance-based fees and derivatives in separately managed accounts.

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.

Kimberley Feeney Zollo is a Certified Financial Planner® with 17 years of industry experience. She has been with Essex Capital Management since 2012. Outside of her advisory role, she serves as an adjunct professor at North Shore Community College, teaching math, financial management, and macroeconomics courses. Essex Capital Management is an independent, fee-only firm serving individuals, families, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, focusing on diversified, asset-allocation driven portfolios using mutual funds, ETFs, individual securities, and non-correlating assets.