David Way

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.

Jonathan Kuczmarski is a financial advisor at Efficient Capital Strategies, LLC in Providence, RI, with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at WhaleRock Point Partners, LLC and Ameriprise. His firm provides customized, goals-based financial planning, discretionary portfolio management, and advisory consultations for both individual and institutional clients. Efficient Capital Strategies employs a value-oriented investment approach centered on fundamental analysis and offers services including project-based consultations and performance reviews, serving high-net-worth individuals as well as corporate and institutional clients.

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.

Jan Hilfer is a CFP® and Series 66 credentialed financial advisor with 12 years of industry experience. He has worked at Edward Jones for nine years before founding Eisenhilfer Capital LLC, where he has been practicing since 2022. Eisenhilfer Capital LLC provides discretionary portfolio management and financial planning to individual investors, charitable organizations, and businesses. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing approaches such as fundamental analysis and modern portfolio theory, and offers educational seminars upon request.

James Tavares is a financial advisor with Lodestar Wealth, LLC in Providence, RI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Quasar Distributors, LLC and Horizon Investments. He also supports a startup healthcare financial technology firm without receiving compensation. Lodestar Wealth Public Benefit, LLC is an independent registered investment adviser serving individuals, including high-net-worth clients, and business entities. The firm uses ETF-based, long-term portfolios guided by documented Investment Policy Statements and employs a combination of modern portfolio theory, fundamental, quantitative, and technical analysis to construct diversified allocations.

Robert Shuman is a CFA® charterholder at Encore Investment Advisors, LLC with five years of industry experience. His prior roles include positions at Northwestern Mutual Investment Management, Civic Financial Services, and Butterfield Asset Management. Encore Investment Advisors serves individuals, high-net-worth clients, businesses, trusts, and estates in Massachusetts, other U.S. states, and internationally. The firm offers customized wealth management combining discretionary and non-discretionary portfolio management with financial planning, employing a primarily long-term, low-turnover investment approach that utilizes ETFs, mutual funds, equities, fixed income, and alternative investments.