CFP®-certified, equity compensation tax strategy financial advisors in Framingham, MA

Seth Thompson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides customized financial advice tailored to the individual goals of his clients, assisting with areas such as investment allocation, college planning, credit and lending, retirement, and estate planning. He utilizes resources from Bank of America banking services and Merrill Lynch's investment products to develop strategies aimed at meeting client objectives. Seth's expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. He holds the professional designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Seth graduated from Pennsylvania State University System with a Bachelor's Degree. He is involved in community organizations including Junior Achievement and Young America. Outside of his professional role, Seth enjoys camping, football, hiking, hunting, music, reading, running, skiing, spending time with his family, and traveling.

I’m Glenn Brown, a Certified Financial Planner™ and Chartered Retirement Planning Counselor with 30 years in wealth management. In 2017, I founded PlanDynamic, LLC to provide fee-only fiduciary advice, investment management, and comprehensive financial planning directly to motivated individuals. I focus on financial independence—not just retirement. By aligning your plan with your values, we build a staged, evolving roadmap that opens new choices along the way. Using adaptable technology, we model scenarios, track progress, and adjust actions in real time, so you understand the impact of every decision. As a ‘Sandwicher’ raising two daughters while supporting aging parents alongside my wife Karina, I understand the challenges of balancing time, priorities, and decisions to benefit both now and in the future. My goal is simple: help you gain clarity, act with confidence, and enjoy your journey to financial independence.

Matthew Boehm is a financial advisor with LPL Financial in Framingham, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Unified Wealth Management, LLC for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Martin Baker is a CFP® with 22 years of experience in the financial services industry. He is currently with Canby Financial Advisors, joining their five-advisor team in 2025. Prior to that, he held positions at Commonwealth Financial Network and Fidelity. Canby Financial Advisors is an SEC-registered firm managing approximately $729.4 million in client assets. The firm offers personalized financial planning and investment management to a diverse client base, including retirement plans and institutional accounts, using a long-term approach with a range of investment vehicles such as mutual funds, ETFs, and individual securities.

Michael Gore is a financial advisor with Polaris Investment Advisors, LLC, holding a PFS™ designation and Series 63 and 66 licenses, with 26 years of industry experience. He has previously worked at Cetera Advisor Networks LLC and Polaris Advisors, LLC, and is also a CPA partner at Whitney & Gore Financial Services. Additionally, he operates as an independent insurance agent specializing in fixed annuities. Polaris Investment Advisors is an SEC-registered firm serving individual and high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning, focusing on customized, primarily long-term portfolios using low-cost mutual funds and ETFs, supplemented as needed by individual stocks or independent managers.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.

James Cannon is a financial advisor at Cannon Wealth Group LLC in Eagle, Idaho, with 14 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2014. Cannon Wealth Group LLC is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and employer retirement plans. The firm offers tailored investment programs, comprehensive planning, and specialized pension consulting, including ERISA advisory and discretionary investment manager services.

Joseph Niehaus is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Jefferies in 2023, he worked at Golden 1 Credit Union and SAFE Credit Union. He also serves as a part-time lecturer at California State University, Sacramento, teaching a graduate-level financial markets course. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized planning process that includes balance sheet reviews, tax and estate planning, executive compensation, and philanthropic planning.

Seth Halley is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Tyson Foods/GDH Consulting. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and advanced analytics within the broader Goldman Sachs network to tailor solutions for client objectives.

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.