Ichiro Takayoshi, a tenured professor at Tufts University where he has taught since 2008, founded Takayoshi Wealth Management, a fee-only practice in Newton, MA. He charges flat fees agreed in advance, with no commissions and no percentage-of-assets fees. Engagements begin with a 90-Day Financial Sprint that builds the plan, followed by optional Year-Round Advisory. Portfolio advice centers on low-cost, diversified funds.

Kevin Feig is a CFP®, CPA, CFT™, professional affiliated with Walk You To Wealth in Dover, MA, with over 20 years of industry experience including executive-level roles at Fidelity Investments and digital asset firms such as Coinbase and Kraken. He currently serves as an Adjunct Professor of Financial Planning at Columbia and Regis Colleges. Walk You To Wealth provides financial coaching and comprehensive planning to individuals and families, including portfolio management and money-mindset coaching for a flat monthly fee.

Adam Wojtkowski is a CFP® professional with 17 years of industry experience, currently serving as the sole advisor at Copper Beech Wealth Management. His prior roles include positions at Northwest Asset Management, Smith, Salley & Associates, and Beaumont Financial Partners. Copper Beech Wealth Management provides portfolio management and financial planning services for individual and high-net-worth clients, managing approximately $78.2 million in discretionary assets. The firm employs a diverse investment approach incorporating multiple analysis methods and emphasizes diversification across equity and fixed-income exposures using primarily ETFs and mutual funds.

Growing up on a cattle ranch in Northern California, Joseph Bogdan learned the value of hard work, accountability, and long-term thinking from an early age. Those lessons continue to guide the way he serves clients today. Joseph attended the University of San Francisco, where he played Division I baseball while earning his degree in business management. The discipline, preparation, and resilience required to compete at a high level became the foundation for his approach to wealth management. Today, Joseph works with individuals, families, business owners, and corporate executives to simplify complex financial decisions and build strategies aligned with their long-term goals. He specializes in investment management, retirement planning, equity compensation, and helping clients navigate major financial transitions with confidence. Joseph believes great financial advice starts with understanding people—not just portfolios. He is passionate about building lasting relationships and helping clients make informed decisions at every stage of life. Originally from Sonoma County, California—which makes him a lifelong wine enthusiast—Joseph now lives in Boston. Outside of work, you’ll find him trying to catch fish that aren’t biting, traveling the world in search of his next adventure, or generously donating golf balls to the trees of New England.

Andrew Altenbach is a CFP® professional with seven years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities in Needham, MA. He works with clients for wealth management, income protection and advanced estate planning strategies. For business owners, Andrew helps owners retain and reward key employees and facilitate exit strategies. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Charles Norfleet Jr. is a CFP® professional with eight years of industry experience, currently affiliated with Cetera. His career includes roles at McAdam LLC, Purshe Kaplan Sterling Investments, Andrews & Cole, and Norfleet Advisory, which he owns and operates. Outside of advisory work, he provides insurance services including life, health, disability, annuities, and long-term care products. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions supported by a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed strategies.

Benjamin Doernberg is an independent financial advisor with First Step Financial in Boston, MA, holding a Series 65 credential and one year of industry experience. His prior work includes involvement with Never Again Action and experience at Escape the Room Boston. First Step Financial provides comprehensive financial planning and subscription-based advisory services primarily to individual and high-net-worth clients, focusing on diversified portfolios built with index mutual funds and ETFs. The firm emphasizes a long-term investment approach based on modern portfolio theory and offers flexible fee arrangements without managing client assets or exercising investment discretion.

Edward Vahey is a financial advisor at Silver Pine Capital, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Silver Pine Capital, he worked at Citizens Securities Inc. and Axa Advisors, LLC, and has concurrently been employed in sales at WRIGHT Medical Technology, Inc. Outside of his advisory role, Vahey serves as a referee for high school and youth hockey and lacrosse games and coaches youth hockey in Wellesley. Silver Pine Capital is an independent investment adviser serving individual and institutional clients, including high-net-worth and non-HNW investors. The firm employs a value-oriented, fundamental investment approach with diversified portfolios across equities, fixed income, and alternatives, and offers discretionary portfolio management, financial planning, and specialized strategies such as option overlays and performance-based compensation arrangements for accredited investors.

Adam Hark is the president of Wellesley Hills Capital in Newton, MA, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including PCF Capital Markets LLC and Preston Todd Advisors, Inc. He also maintains roles in related Wellesley Hills entities. Wellesley Hills Capital provides discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis, emphasizing low-cost exchange-traded funds alongside individual stocks, bonds, and options, with services offered both on a discretionary basis and through hourly consulting engagements.

Michael O'Keeffe is a financial advisor at MOK Financial Planning & Tax, Inc. with 20 years of industry experience. He holds a Personal Financial Specialist (PFS™) designation and a Series 65 license. Prior to founding his current firm in 2017, he worked at Oakdale Wealth Management for 12 years. He is also a CPA registered in Maryland and provides tax preparation and bookkeeping services. MOK Financial Planning & Tax, Inc. offers discretionary portfolio management primarily for individuals, trusts, and estates, with additional consulting services including bookkeeping and investment analysis. The firm combines tax preparation with financial planning and constructs customized portfolios tailored to client objectives and risk tolerance, utilizing a range of investment instruments and strategies.

Steve Ng is the sole advisor at Woodland Investment Consulting LLC in Boston, MA. He holds the CFA® designation and Series 63 license and has 17 years of industry experience. He has been employed with MFS Fund Distributors, Inc. since 2005 and has served as an instructor at the Boston Security Analysts Society since 1992. Woodland Investment Consulting provides discretionary portfolio management and integrated financial planning primarily for individual investors and pension plans, including defined-contribution plans. The firm follows a value-oriented, relatively low-risk investment approach with broad diversification and a focus on income and capital preservation.

Theodore Wolfstich is a CFP® with 19 years of industry experience and has been principal of Wolfstich Capital, LLC since 2008. He serves as a board member of the Medfield Lions Club, a charitable organization. Wolfstich Capital, LLC is an independent firm providing fee-only financial planning and discretionary wealth management to individuals, high-net-worth clients, and charitable organizations. The firm customizes investment policies and portfolio construction using fundamental analysis and strategic asset allocation, managing accounts on a discretionary basis with periodic reviews and the option to delegate portfolio management to sub-advisors.

William Curtin is the sole advisor at Curtin Financial Management, Inc. in Wellesley, MA. He holds the CFP® designation and Series 65 license and has 22 years of industry experience. He has led Curtin Financial Management since 2003. Curtin Financial Management, Inc. is an independent, state-registered advisory firm providing discretionary portfolio management to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm applies modern portfolio theory and academic research to construct diversified portfolios primarily through mutual funds and ETFs, managing approximately $73.9 million across about 25 accounts.

Fermo Bianchi III is the sole advisor at Fabco Investment Advisors, LLC, an independent firm based in Newton Upper Falls, MA. He holds a Series 65 designation and has 16 years of industry experience, having led Fabco Investment Advisors since 2010. In addition to his advisory role, he serves as chief tax preparer for the firm, providing individual and fiduciary income tax return preparation. Fabco Investment Advisors serves individual and high-net-worth clients, trusts, estates, and small businesses with portfolio management, financial planning, and in-house tax preparation services. The firm employs a generally long-term investment approach combining fundamental, charting, and historical analysis tailored to client-specific needs.

Peter Foley is a CFP® and ChFC® with over 20 years of experience in financial advising. He has operated Fourthpoint Advisors in Wellesley, MA since 2005. In addition to his advisory work, Foley is a licensed insurance broker in multiple states, including Massachusetts. Fourthpoint Advisors serves a select group of individual and family clients, along with employer organizations and nonprofit plan sponsors, offering financial planning, portfolio management, and retirement-plan consulting. The firm provides both non-discretionary and discretionary investment solutions and maintains a distinct insurance brokerage practice.

Eric Liriano is a CFP® with 33 years of industry experience. He is the principal of Liriano Wealth Advisory Group, LLC, where he has worked since 2025. His prior experience includes roles at Primerica Advisors and Guardian Life Insurance Company of America, spanning from 2006 to 2025. Outside of advisory services, he is involved in offering group health insurance brokerage. Liriano Wealth Advisory Group, LLC provides discretionary portfolio management primarily through the AssetMark wrap-fee platform, focusing on mutual funds and ETFs. The firm also offers financial planning and consulting on an hourly basis, utilizing model portfolios and third-party sub-advisers who manage day-to-day investment decisions.

David Rosen is the principal of Rosen Investment Management LLC in Needham, MA, holding a Series 65 credential with 12 years of industry experience. He has been with Rosen Investment Management since 2013 and also practices law at Rosen Law Group. Rosen provides legal services separately from his advisory role. Rosen Investment Management offers investment advisory services to individuals and high-net-worth clients by recommending allocation models and coordinating with an unaffiliated adviser, Matson Money, to implement and monitor portfolios. The firm’s process is based on modern portfolio theory and tailored asset allocation, without discretionary trading authority or custody of client assets.

Vitaly Veksler is a CFA® charterholder and holds a Series 66 license, with 12 years of industry experience. He has been the sole advisor at Beyond Borders Investment Strategies, LLC since 2014. Beyond Borders Investment Strategies, LLC provides discretionary portfolio management to institutional clients and individual investors, including high-net-worth individuals, trusts, and estates. The firm specializes in tax-efficient single-country equity ETFs, employing a country-macro value equity style that focuses on undervalued markets during periods of crisis and aims to support recovery while seeking investment returns.

Brenda Wenning is the sole advisor at Wenning Investments, LLC, an independent firm based in Waban, MA. She holds a Series 65 designation and has 22 years of industry experience, including 18 years leading her own firm. Wenning Investments provides portfolio management and investment advisory services to individual and high-net-worth clients, focusing on personalized investment policy statements and risk-tolerant portfolio management. The firm employs a range of analytical methods and manages diversified portfolios with both long-term and short-term strategies.

Bing Lu is a financial advisor at Vesta Investment Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Vesta Investment Advisors since 2017, following two years at Vesta Investment, Inc. Located in Brookline, MA, he is the sole advisor at his independent firm. Vesta Investment Advisors provides discretionary portfolio management to individual investors, pooled investment vehicles, and corporate clients. The firm manages private funds and emphasizes a long-term, multi-analytical investment approach that integrates charting, cyclical, fundamental, quantitative, and technical analysis with risk-based asset allocation and security selection.