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.

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.

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.

Alex Rakatansky is a financial advisor and owner of Rakatansky Financial LLC with three years of industry experience. He also owns Rakatansky CPA LLC, a tax and accounting firm where he spends approximately half of his working time. Prior to founding his current firm, he worked at Commonwealth Financial Network and Rakatansky Rakatansky & Associates. Rakatansky Financial LLC provides discretionary wealth management and financial planning services primarily to individuals, including high-net-worth clients, trusts, and estates. The firm’s investment approach emphasizes low-cost, diversified mutual funds and ETFs, fundamental analysis, and a long-term orientation, supplemented by occasional rebalancing and trades tailored to client objectives.

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.

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 six years of industry experience, currently serving as the principal advisor at Lyon Financial Planning, LLC. He has previously worked at Sensible Financial Planning and Management LLC and provides consulting services to Economic Security Planning, Inc., a software company specializing in financial planning tools. Lyon Financial Planning is a state-registered, single-advisor firm that offers comprehensive financial planning services to individual clients across various life stages and asset levels. The firm emphasizes a planning-only model with project-based and hourly billing, providing investment recommendations focused on mutual funds and index funds while clients retain transaction execution responsibilities.

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 a financial advisor at Stardust Wealth Strategies in Arlington, MA, with eight years of industry experience. She holds a Series 65 designation and has been with Stardust Wealth Strategies, previously operating as Eos Financial Planning LLC, since 2017. Before that, she worked as a self-employed advisor for one year. Stardust Wealth Strategies provides financial planning and investment advisory services primarily to individual clients, with a focus on long-term, passive investment strategies using mutual funds, ETFs, stocks, and bonds. The firm offers comprehensive financial planning combined with discretionary investment management and incorporates client education and public speaking into its practice.

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 $725 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.

Michael Sly is a CFP® with 25 years of industry experience, serving as the sole advisor at Strategic Financial Alliance, LLC since 2000. He is also a licensed CPA in Massachusetts, providing tax compliance and tax return preparation services to clients. Outside of financial advising, he manages a real estate holding and management company. Strategic Financial Alliance LLC offers investment advisory, management, comprehensive financial planning, and hourly consulting to individuals, corporations, and trusts. The firm focuses on mid- to long-term goal achievement through diversified asset allocation, regular portfolio reviews, and incorporates tax efficiency and cost control informed by Mr. Sly’s CPA background.

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.

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 the sole advisor at Appian Road LLC, an independent firm based in Chestnut Hill, MA. He holds a Series 65 designation and has 10 years of industry experience, having been with Appian Road since 2013. Sandler is also registered as a Commodity Trading Advisor, which is notable given the firm’s focus on futures in client portfolios. Appian Road LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, using ETFs and futures contracts within its investment strategies. The firm emphasizes fundamental and cyclical analysis with both long- and short-term trading approaches, and manages accounts on a small scale with centralized oversight by Sandler.

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.