Paul Cloonan is a CFP® and CFA® with over 25 years of experience in the financial industry. He is the principal advisor at Pathways Financial Consulting LLC, where he has worked since 2023. Prior to founding Pathways, he spent 24 years at Amundi Distributor US, Inc. Pathways Financial Consulting LLC is an independent registered investment adviser serving individuals and high-net-worth clients. The firm focuses on discretionary wealth management and financial planning, constructing diversified portfolios primarily using low-cost mutual funds and ETFs, with the ability to include individual stocks or bonds as needed.

Enrique Perez is a financial advisor at Mission Park Capital, LLC in Cambridge, MA, holding a Series 65 designation with seven years of industry experience. He has served at Mission Park Capital since 2018 and previously worked at the Massachusetts Housing Finance Agency from 2015 to 2018. Mission Park Capital provides fee-based investment advisory and discretionary portfolio management to individuals and a variety of institutional clients, employing a tactical allocation approach with fundamental analysis. The firm also offers standalone financial planning, college-cost planning, and comprehensive services that include estate plan coordination and tax planning.

Elizabeth McVittie is a CFP® with 21 years of industry experience, currently serving at OSAIC since 2023. She has operated McVittie Financial Advisors since 2008 and previously worked at FSC Securities Corporation for 18 years. Outside of her advisory roles, she serves as Treasurer and Finance Committee Member for the United Parish of Auburndale, overseeing the church’s endowment fund and financial records. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services through a large network of financial advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, utilizing a range of investment strategies and technology-driven portfolio management tools.

Steven Qian is the president and chief compliance officer of Tribeca Investment Inc. with nine years of industry experience. He has prior experience at Ninth Eternity Asset Management LLC, Ninth Eternity Securities LLC, Ninth Eternity Venture Capital, and Beijing Botai Kangrui Investment Management. Outside of his advisory work, Qian is a shareholder and director of Pulsethera Corporation, a Massachusetts-based small business focused on eliminating drug-resistant pathogens through light inactivation. Tribeca Investment Inc. provides discretionary investment management and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $19 million across about 50 accounts, using tailored portfolios primarily allocated among equities, fixed income, mutual funds, and ETFs with a long-term investment approach incorporating proprietary technical analysis and regular account reviews.

Michael Najarian is a financial advisor at Najarian Financial LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research and Closing Time. In addition to his advisory work, he is a licensed independent life insurance agent and provides accounting and tax preparation services. Najarian Financial LLC offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and corporate entities. The firm employs a primarily non-discretionary investment approach that integrates multiple analytical methods and includes a range of investment options from mutual funds to private placements.

Jingsong Xu is the principal advisor at Growth Vision Asset Management LLC, an independent firm based in Sharon, MA. He holds a Series 65 designation and has 11 years of industry experience. Since founding Growth Vision Asset Management in 2013, he has focused on managing portfolios specializing in small- and mid-cap biotechnology equities. Growth Vision Asset Management provides discretionary portfolio management to qualified clients, including high-net-worth individuals, investment clubs, and institutional investors such as fund-of-funds and family offices. The firm employs a fundamental-analysis-driven strategy with long-term positions, low turnover, and no use of derivatives or short sales.

Do you have financial goals but aren't sure what steps you need to take to achieve them? Need help prioritizing? I help clients simplify their finances and develop a clear plan for building and preserving wealth, so they can focus on life's other priorities. I have over 20 years' experience working with busy professionals, retirees and their families. Credentials and education: Certified Financial Planner® Professional MBA, Northeastern University BS, Biology, University of Ottawa I grew up in Canada and moved to Boston to attend graduate school. After working at a large regional accounting firm, I founded Clearvue Advisors to provide unbiased fee-only financial planning advice and investment management services. I am based in Milton, MA, serving clients in the Boston area and nationwide virtually. Financial planning is not a one-time event. It's a process that helps you make well informed decisions throughout your life. My goal is to help you achieve peace of mind knowing you have someone to guide you through life's many transitions. Contact me for a free consultation to see if we're a good fit.

Peter Berenson is the sole advisor at CPAsset Management, Inc., an independent firm based in Newton, MA. He holds the PFS™ and Series 65 designations and has 29 years of industry experience, having worked at CPAsset Management since 1997. In addition to his advisory role, he provides bookkeeping and general business consulting through his CPA practice, including coordinating family meetings and working with independent accountants. CPAsset Management serves high net worth individuals, trusts, and estates, managing separately managed accounts with tailored investment strategies that combine fundamental and technical analysis. The firm emphasizes individualized client objectives and maintains a distinctive operational profile through its affiliation with accounting services and limited client authority practices.

Thomas Fisher is a CFP® professional with 20 years of industry experience and has been the principal advisor at Fisher Financial Strategies since 2005. He operates an independent firm based in Cambridge, MA. Outside of his advisory work, he manages a residential rental property in Cambridge. Fisher Financial Strategies provides fee-only financial planning and investment advisory services to individuals, families, and ERISA pension/profit-sharing plans. The firm emphasizes fundamental, long-term financial planning using low-cost mutual funds and index-based ETFs, delivering advice primarily through discrete written plans with optional implementation assistance.

Michael Widlake II is an investment manager at Commonwealth Guardians with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Gradient Advisors LLC and Simplicity Wealth. In addition to his advisory role, he is an independent licensed insurance agent involved in fixed insurance sales. Commonwealth Guardians provides discretionary asset management services primarily to individuals, high-net-worth clients, trusts, and estates. The firm utilizes the Orion Portfolio Solutions platform, applying fundamental and cyclical analysis alongside modern portfolio theory, and oversees third-party strategists to implement investment models.

Sunil Harpalani is the principal of Holistic View Financial, LLC, an independent advisory firm, with eight years of industry experience. He holds a Series 65 designation and also owns Sunil Harpalani, LLC, providing financial planning and accounting consulting primarily to biotech businesses. Holistic View Financial, LLC is a fee-only advisory firm serving individuals, families, and small businesses with a focus on passive investment strategies using low-cost index funds and ETFs. The firm integrates investment management with tax compliance and audit support, offering comprehensive financial planning and tailored portfolio management in a single-advisor setting.

Kathy O'Connor is a CFA® charterholder and the sole advisor at KJ Capital Management LLC, where she has worked since 2008. She has 14 years of industry experience. KJ Capital Management provides fee-only investment advisory services to individuals, trusts, charitable organizations, municipalities, corporations, banks, and employee benefit plans. The firm offers discretionary portfolio management, pension plan consulting, participant education, and licenses model portfolios exclusively to other investment advisers.

Edward Tribble is a financial advisor at Monument Asset Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Manulife Asset Management and John Hancock. Since 2019, he has been with Monument Asset Management, a firm that provides financial planning, portfolio management, retirement plan consulting, and third-party investment adviser recommendations to individuals, high-net-worth clients, corporations, charities, and pension/profit-sharing plans. The firm customizes portfolios using asset allocation combined with fundamental and technical analysis and offers both discretionary and non-discretionary management, including ERISA fiduciary services and hourly billing options.

Jennifer Reid is a financial advisor at Base with Series 65 and Series 63 licenses and one year of industry experience. Her prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as self-employment focused on financial services. She has been involved in insurance sales and coaching activities, including techniques such as NLP and EFT. Base is an independent firm that provides investment management and ongoing financial planning services to individuals and high-net-worth clients. The firm uses a mix of passive and active strategies based on modern portfolio theory and offers personalized asset allocation with discretionary and non-discretionary arrangements. It also conducts educational seminars and incorporates behavioral financial coaching alongside its investment services.

Adam Nowell is a financial advisor at R3I LLC in Cambridge, MA, holding a Series 65 credential with one year of industry experience. Prior to founding R3I LLC, he worked at Dentsu and Spark Foundry/Publicis, and has been self-employed since 2023. He maintains ongoing professional activities outside of his advisory role. R3I LLC is a state-registered independent advisory firm that provides comprehensive financial planning to individuals, high-net-worth clients, and charitable organizations. The firm focuses on written financial plans and investment analysis without discretionary management, employing a variety of analytical methods alongside Modern Portfolio Theory.

Christopher Kristian is a financial advisor with Legacy Investment Advisors Inc. in Braintree, MA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Legacy Investment Advisors since 2000 and previously worked at Triad Advisors, LLC, and Osaic Wealth, Inc. Outside of his advisory role, he serves as an executive vice president at TWG Insurance Agency LLC and is involved in charitable activities through a personal LLC related to pleasure sailing. Legacy Investment Advisors serves individuals, trusts, closely held business owners, and certain pension and corporate clients, providing investment advice and portfolio management primarily through third-party program managers. The firm manages approximately $5.4 million in client assets on a non-discretionary basis, using model portfolios and manager-of-managers platforms with automated rebalancing, and incorporates various analysis methods while accommodating client-imposed investment restrictions.

Bryan Barth is the principal advisor at Barth Capital LLC in Boston, MA, holding a Series 66 designation with 14 years of industry experience. He has led Barth Capital since 2014. Outside of his advisory role, he is also involved in photography services as the principal photographer for Barth Real Estate Photo. Barth Capital provides discretionary investment management to high-net-worth individuals, trusts, and various institutional clients. The firm employs a multi-strategy, market-timing absolute-return approach utilizing equities, fixed income, closed-end funds, ETFs, and derivatives, with an emphasis on both long and short positions and active trading.

Matthew Breuer is a financial advisor at Bowditch Advisory Services, LP in Boston, MA, holding a Series 65 credential with three years of industry experience. He has worked at Bowditch Advisory Services since 2021 and is also a software developer for Close Reach Investment Systems, a financial software company he has been involved with since 2013. Bowditch Advisory Services provides discretionary investment management and financial planning to a small set of high-net-worth clients, including individuals, families, trusts, and small businesses. The firm employs a client-centric separately managed account approach that integrates quantitative equity models with systematic futures trading and offers options overlays and actively managed futures strategies.

Alan Hoffman is the sole advisor at Hoffman, Alan N. Investment Management in Wellesley, MA, holding a Series 65 designation with 24 years of industry experience. He has worked at Pearson since 2011 and served as a tenured business-school faculty member at Bentley University from 1988 to 2020. Hoffman is also a textbook author. His firm provides discretionary asset management and portfolio oversight primarily for individual and high-net-worth clients. The investment approach emphasizes fundamental analysis and long-term holdings focused on large-cap growth equities, with customized strategies based on client goals and risk tolerance.

James Murray is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been the principal advisor at Jadim Wealth Management, LLC since 2009. Outside of his advisory role, he is a managing member of Cobalt Archive, LLC, a web archiving platform. Jadim Wealth Management provides investment management, financial planning, and pension consulting services to individuals, corporations, and pension plans. The firm employs both fundamental and technical analysis and offers a range of active and passive portfolio strategies tailored through an Investment Policy Statement.