Daniel Clarke Caissie

Jeffrey Meenes is a CFP® and holds a Series 66 license, with 15 years of industry experience. He is the sole advisor at Meenes Wealth Partners in Shrewsbury, MA, and has worked at Blueprint Financial Planning, LLC since 2010. Meenes Wealth Partners provides flat-fee, fiduciary wealth management and comprehensive financial planning services primarily to pre-retiree and retiree households. The firm follows an evidence-based investment approach emphasizing global diversification, cost efficiency, and tax-aware portfolio management, operating on a non-discretionary basis with a small, hands-on client base.

Jeffrey Wexler is a financial advisor with Wexler Enterprises in Brookfield, MA, holding Series 66 and Series 63 licenses and five years of industry experience. He previously operated businesses providing document translation services under Wexler Enterprises’ d/b/a names, Assured Language Solutions and Wexler Solutions, which ceased operations in 2022. Wexler Enterprises serves a diverse client base including individuals, high-net-worth families, trusts, estates, corporations, businesses, and retirement plans. The firm offers investment management, financial planning, wealth management, and consulting services, combining traditional and alternative investments within an asset-allocation framework, along with insurance-producer services and retirement-plan consulting.

James Black is the sole advisor at Keystone Capital Advisors LLC in Auburn, MA. He holds Series 63 and Series 65 licenses and has experience in real estate consulting and property management through his concurrent roles at Long Run Property Solutions, Inc. and A&M Real Estate Consultants. Keystone Capital Advisors LLC is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm focuses on discretionary portfolio management with a long-term, equity-focused approach, supplemented by ETFs and mutual funds, and offers comprehensive financial planning including fixed-fee standalone services.

Joffrey Bremond is a financial advisor at Cigale Financial Services LLC with one year of industry experience. He holds a Series 65 designation and concurrently serves as Controller at Middlesex School, where he oversees the accounting team and manages accounting systems. Prior to his current role, he held various positions at UMass Memorial Health Care and Medically Home. Cigale Financial Services LLC provides asset management, financial planning, and outsourced chief investment officer (OCIO) services primarily to nonprofit organizations and individual clients. The firm's investment approach combines fundamental security analysis with modern portfolio theory and emphasizes long-term, passive strategies, diversification, and periodic rebalancing.

Jeffrey Forsman is the principal at Forsman Financial Services and holds a Series 65 designation. He has experience in accounting and tax planning through his separate CPA practice, Jeffrey Forsman CPA Inc, which he has operated since 2020. Prior to founding his advisory firm in 2025, he worked in tax roles at Huntington Tax Partners LLC and Abrams Little Gill Loberfeld PC. Forsman Financial Services is an independent, fee-only advisory firm offering wealth management and financial planning to individuals and high-net-worth clients. The firm uses a long-term investment approach based on asset allocation and modern portfolio theory, combining passive and active strategies to align with client goals and risk tolerance.

Jason Burack is a financial advisor at Hawk Capital Management LLC in Millbury, MA, holding a Series 66 designation with 12 years of industry experience. He has been with Hawk Capital Management since 2014. Hawk Capital Management provides discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, families, trusts, and client-owned businesses. The firm employs a research-driven, fundamentally oriented investment approach focused on concentrated, long-only U.S. equity portfolios, incorporating strategies such as discounted cash flow analysis, leverage, options, and short-selling.