Colin Ormond Mc Clean

David Kopack is a financial advisor with Boston Investment Trust Management, Inc. in Bridgewater, MA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Boston Investment Trust Management since 2006. Boston Investment Trust Management provides discretionary portfolio management, written financial planning, and consulting services to individuals, including high-net-worth clients, and business clients. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to develop individualized investment policies and manages a diverse range of securities, including oil and gas partnership interests, serving both U.S. and notable non-U.S. clients.

Francis Decker Jr. is the principal of Decker Capital Management, LLC in Duxbury, MA, with nine years of industry experience. He holds Series 63 and Series 66 registrations and has been involved with Andes Capital Group, LLC since 2017 and Real Estate Fiduciary Services, LLC from 2007 to 2018. Outside of his advisory work, Decker serves as treasurer of the Waterbend Condominium Owners Association and manages DuPage County Properties, LLC, an investment vehicle owned by three pension funds. Decker Capital Management provides investment management and consulting primarily to institutional and pooled-vehicle clients, focusing on public and private real assets such as real estate, farmland, and timber. The firm employs an analytical, tailored approach that includes cash-flow modeling, capital-structure analysis, risk identification, and active management with periodic reviews and reporting.

Henry Frattaroli Jr. is a financial advisor at Wealth Management Planning with nine years of industry experience and holds the Series 65 designation. He previously worked at Brookstone Capital Management from 2016 to 2017. Outside of advisory services, he is involved in real estate and insurance sales. Wealth Management Planning is an independent firm providing personalized asset management and financial planning for individuals and various entities, including pension plans, trusts, estates, and business owners. The firm combines investment management with an affiliated insurance-brokerage capability and uses both fundamental and statistical analysis to guide investment decisions, including the use of derivative instruments when appropriate.

Abel Pizarro Jr. is a financial advisor at Pizarro Advisors in Taunton, MA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at New Leaf, PFS Investments Inc., and Primerica Financial Services. He has minority ownership in a cannabis dispensary and an affiliated real-estate holding entity. Pizarro Advisors is an independent, single-advisor firm offering financial planning, business consulting, and wealth management services to individuals, companies, and other investment advisers. The firm’s investment approach focuses on asset allocation guided by fundamental analysis and macroeconomic factors, incorporating political developments, and providing both discretionary and non-discretionary management with regular portfolio reviews.

Kimberly Quinn is a CFP® with 33 years of industry experience, currently principal at KSQ Financial Services LLC. Her prior roles include positions at Catalyst Investment Management LLC and LPL Financial. She maintains a small unrelated outside business alongside her advisory work. KSQ Financial Services LLC provides discretionary and non-discretionary asset management and financial planning for individuals, including high-net-worth clients. The firm focuses on client-specific objectives using fundamental and technical analysis, with flexibility for clients to impose written investment restrictions.

Roger Saint Pierre is a Series 65-licensed financial advisor with 30 years of industry experience. He has been with Northeast Capital Management, Inc. since 1999 and also has a long-standing association with Rhs Associates dating back to 1973. Northeast Capital Management provides discretionary investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs both fundamental and technical analysis and implements client-specific portfolios using a range of strategies tailored to each client’s objectives.