David P Santoro

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.

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.

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.

Stacie Skryz is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Lechner Associates since 2014. She is based in North Attleboro, MA, and focuses on comprehensive financial planning and wealth management. Lechner Associates is an independent, fee-only firm that serves approximately 125 clients with $94 million in assets under management. The firm provides non-discretionary portfolio management tailored through fundamental analysis and retirement modeling, offering both ongoing wealth management and hourly financial consultation services.

Marc Silk is a financial advisor at Silk Investment Advisors in Medfield, MA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at C. Silk And Sons since 2011 and has been associated with Delta Equity Services Corporation since 1998. Silk Investment Advisors provides discretionary portfolio management to individuals, high-net-worth clients, trusts, pension plans, and various business entities through separately managed accounts. The firm employs a long-term, patient Cash Rich Fallen Angel (CRFA) strategy focused on small and micro-cap securities, including non-U.S. issuers, and is notable for its concentrated positions and emphasis on balance-sheet analysis and turnaround prospects.

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.