David Kopack

Kevin Williams is a CFP® professional with 10 years of industry experience, currently operating as the sole advisor at Full Life Financial Planning in Pembroke, MA. His prior experience includes roles at Lincoln Investment and Damon & Associates, Inc. He serves as Treasurer/Clerk for the Financial Planning Association of Massachusetts in a volunteer capacity. Full Life Financial Planning offers wealth management, comprehensive financial planning, and tax preparation services to individuals, high-net-worth clients, and businesses. The firm employs a fee-only model and integrates passive and active investment strategies aligned with client objectives, providing personalized service with a focus on tax-aware financial planning.

Abel Pizarro Jr. is the founder of Pizarro Advisors, a state-registered investment advisory firm established in 2024. He holds Series 63 and Series 65 licenses and has experience with firms including New Leaf and Primerica Advisors. Outside of his advisory work, he has a minority private-equity stake in a cannabis dispensary. Pizarro Advisors provides financial planning, business consulting, and wealth management services to individuals, companies, investment companies, and other advisers. The firm’s investment approach focuses on asset allocation guided by fundamental analysis and macroeconomic factors, with portfolios tailored to client preferences and reviewed periodically.

Kimberly Quinn is a CFP® with 32 years of experience in the financial services industry. She is the principal of KSQ Financial Services LLC, an independent firm she founded in 2024. Prior to establishing KSQ, she held roles at Catalyst Investment Management LLC and LPL Financial, among others. KSQ Financial Services LLC provides discretionary and non-discretionary asset management, financial planning, and consultation services to individual and high-net-worth clients. The firm builds portfolios based on clients’ goals, time horizons, and risk tolerances, using both fundamental and technical analysis, and offers customized financial plans along with quarterly account reviews for rebalancing and tax-loss harvesting.

James Carlson is a financial advisor at Carlson Planning Company with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including Gannet Wealth Advisors and Mass Mutual Investors Services. Outside of advising, he is involved with Entropy Mining, focusing on consulting and deployment of data center infrastructure for energy demand response, and also conducts financial education presentations. Carlson Planning Company serves individual clients, high-net-worth individuals, small businesses, and retirement plan sponsors, offering comprehensive financial planning and portfolio management. The firm employs a Modern Portfolio Theory approach with diversified, cost-efficient investments and provides both discretionary and nondiscretionary management alongside flexible planning engagements.

Jeffrey Vincent is a CFP® professional with 22 years of industry experience. He is the principal of Vincent Wealth Advisors LLC and has previously worked at Fernwood Investment Management, LLC and Vincent Financial Group. In addition to his advisory work, he is a licensed insurance agent involved in insurance sales and implementation. Vincent Wealth Advisors serves individual and high-net-worth clients with discretionary investment management and comprehensive wealth management services. The firm emphasizes a fundamental analysis approach, focusing on diversified, low-cost mutual funds and ETFs, with selective use of individual securities and an uncommon practice of employing short-term margin borrowings in client accounts.

Laura Sweezey is a CFP® with 27 years of industry experience and has been the sole advisor at Laguna Investment Services since 2003. She previously worked at Linsco / Private Ledger during the same period. Laguna Investment Services provides portfolio management and advisory services to individuals, families, trusts, and small businesses, offering tailored advice for both taxable and retirement accounts. The firm employs technical, fundamental, and cyclical analysis to implement income, growth, and capital preservation strategies, with a notable focus on non-discretionary management and serving small-business clients.