Steven Qian is the sole advisor at Tribeca Investment Inc. in Chestnut Hill, MA, holding Series 63, 65, and 66 licenses with 10 years of industry experience. He previously worked at Ninth Eternity Asset Management LLC, Ninth Eternity Securities LLC, Ninth Eternity Venture Capital, and Beijing Botai Kangrui Investment Management. Outside of his advisory role, Qian is a shareholder and director of Pulsethera Corporation, a Massachusetts-based small business focused on eliminating drug-resistant pathogens through light inactivation, where he contributes to capital raising and business development. 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, offering account-level portfolio management tailored to clients’ risk tolerance with a focus on equities, fixed income, mutual funds, and ETFs, using proprietary technical analysis and strategic asset allocation.

John Harrison is a CFP® with 21 years of industry experience and has served as President of Aspire Financial Advisors, Inc. since 2012. He is also a licensed insurance broker specializing in life, health, and fixed or indexed annuities. Aspire Financial Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes tactical asset allocation using both fundamental and technical analysis and offers a largely non-discretionary management model with multiple compensation options.

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.

Kannan Ramasamy is the principal advisor at Garch Capital LLC, an independent firm based in Andover, MA. He holds a Series 65 designation and has eight years of industry experience. His prior work includes roles at Vay Network Services Private Limited, Clayfin Technologies Private Limited, and Adarsh LLC. Garch Capital manages separately managed accounts for individual and corporate clients, focusing on long-only US equities through a model-driven investment process based on technical analysis and relative price performance. The firm emphasizes transparency in fee arrangements and supports business accounts with a corporate-level operational structure.

John Boyle is a financial advisor at Lennox Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with FOX & Company Investments Inc. and Fox Advisor Group since 1990. Lennox Financial provides discretionary investment management primarily to individuals, multi-generation families, and business owners through separately managed accounts, employing a blend of macroeconomic analysis, technical analysis, and fundamental research supported by proprietary methodologies. The firm operates as a solo-advisor practice with a focused client roster and emphasizes loss avoidance through selective use of derivatives and risk controls.

Sunil Harpalani is the principal of Holistic View Financial, LLC and holds a Series 65 designation with nine years of industry experience. He also owns Sunil Harpalani, LLC, through which he provides financial planning and accounting consulting services primarily to businesses in the biotech sector. Holistic View Financial, LLC is a fee-only investment adviser serving individuals, families, and small businesses with a passive investment approach focused on diversified, low-cost portfolios emphasizing tax efficiency. The firm offers comprehensive financial planning, investment management, and income tax compliance services, combining investment advice with tax preparation and audit support.

Timothy Mortellite is the sole advisor at Timothy Charles Financial, LLC, with 32 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Brokers International Financial Services LLC from 2009 to 2017. In addition to his advisory role, he is an independent insurance agent involved in the sale of fixed insurance products. Timothy Charles Financial, LLC provides discretionary investment management and financial planning services to individuals, high net worth individuals, trusts, and estates. The firm employs a long-term, fundamental investment approach using low-cost, diversified ETFs and mutual funds, managing approximately $98.5 million in client assets across about 177 client relationships.

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.

Steven Caron is the principal advisor at Old School Capital LLC, an independent investment advisory firm based in Andover, MA. He holds a Series 65 designation and has 24 years of industry experience. Caron has led Old School Capital since 2001. He is also a practicing CPA, and his firm has an operational affiliation with a separately owned accounting practice that results in reciprocal recommendations. Old School Capital primarily serves individual and high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, banking institutions, and other businesses. The firm provides portfolio management, financial planning, pension consulting, and general advisory services, using fundamental, quantitative, and qualitative analysis methods to develop personalized investment policies and monitor third-party managers.

Jennifer Reid is a financial advisor at Base with Series 63 and Series 65 licenses and one year of industry experience. She has previous work history at NYLIFE Securities LLC and New York Life Insurance Company, and has operated as a self-employed financial coach. Reid incorporates educational programming involving behavioral techniques such as NLP and EFT into her services. Base Planning, LLC provides investment management and financial planning to individual clients, including high-net-worth individuals. The firm’s investment approach uses asset allocation and modern portfolio theory with a combination of passive and active funds, regularly monitoring accounts and utilizing Outside Managers and an institutional custodian platform.

Adam Nowell is a financial advisor at R3I LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to founding R3I LLC in 2026, he worked in various roles including positions at Dentsu and Spark Foundry/Publicis. Adam also has experience as a self-employed professional since 2023. R3I LLC provides fee-only financial planning and investment analysis to individuals, high-net-worth clients, and charitable organizations. The firm delivers financial plans and implementation guidance without taking custody of assets or providing discretionary management, employing a mix of fundamental, technical, and quantitative methods while offering fixed-fee or hourly planning arrangements instead of percentage-based fees.

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.

David Choi is a financial advisor at Ingeniq Capital in Bedford, MA, holding a Series 65 designation with three years of industry experience. Prior to founding Ingeniq Capital in 2023, he worked at Corza Medical and GCP Applied Technologies. Ingeniq Capital provides financial planning, discretionary investment management, and advisory services to individuals, families, trusts, estates, business owners, and charitable organizations. The firm emphasizes a fiduciary approach using a Modern Portfolio Theory framework with passive, low-cost index funds and ETFs, while also offering tax-preparation assistance, financial consulting, and educational programs.

Torrence Harder is the principal of Harder Management Company, Inc. in Lexington, MA, holding a Series 65 designation with 13 years of industry experience. He has been president and sole director of Entrepreneurial Ventures, Inc. since 1986 and serves on the boards of several operating companies across various industries. Harder Management Company provides discretionary investment management to high net worth individuals, pension plans, and IRAs, focusing on fixed-income securities, public equities, and private company investments. The firm emphasizes quality entrepreneurial management and employs a research-driven approach to identify opportunities in senior fixed-income securities, growing public companies, and selective private equity ventures.

Alan Hoffman is the sole advisor at Hoffman, Alan N. Investment Management, holding a Series 65 license with 24 years of industry experience. He has worked at Pearson since 2011 and served as a tenured professor and textbook author at Bentley University for 32 years. His outside activities include authoring textbooks for Pearson. Hoffman, Alan N. Investment Management is an independent, single-advisor firm founded in 1995 that provides discretionary asset management to individuals and high-net-worth clients. The firm focuses on large-cap growth equity investing using fundamental analysis and long-term purchase strategies tailored to client objectives 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.

Kenneth Nagy is a financial advisor at Northeast Equity Research Inc. with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has led his independent firm since 2010. Outside of advising, Mr. Nagy consults for Zacks Investment Research on a crowdfunding research platform and teaches college courses at Salem State University and Endicott College. Northeast Equity Research provides fee-based, non-discretionary asset management to individuals, small-business owners, charities, and high-net-worth clients. The firm combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory principles, emphasizing tailored Investment Policy Statements and coordinated management of held-away 401(k) assets.

Rhonda Murray is the principal of Murray Financial Advisors LLC in North Chelmsford, MA, with 23 years of industry experience. She holds the Series 66 designation and has led her firm since 2002. Murray Financial Advisors serves individuals, families, trusts, estates, and small businesses with financial planning, investment management, tax preparation, and consulting services. The firm uses a customized strategic asset allocation approach combining actively managed and passive funds, ETFs, and select individual equities, managing approximately $50.4 million in discretionary assets for about 52 client households.

Michael Caputo is a financial advisor at Vitale & Caputo Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Massachusetts Mutual Life Insurance Company, Metlife Securities, and Baystate Wealth Management. Outside of financial advising, he is the owner of the CPA firm Caputo & Company, PC. Vitale & Caputo Wealth Management LLC provides financial planning and refers individual and high-net-worth clients to third-party investment advisers for portfolio management. The firm does not manage client assets directly but offers one-time financial plans and conducts annual reviews of client-advisor relationships.