Eric Shepherd

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.

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.

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.

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.

Gerald Loftin is a CFP® professional with 23 years of industry experience. He has been with Proficient Wealth Counselors, LLC since 2011, where he is the sole advisor. Loftin maintains a licensed insurance practice and dedicates a portion of his time to selling fixed insurance products. Proficient Wealth Counselors provides discretionary asset management, written financial planning, and retirement plan consulting to individuals and employer-sponsored pension and profit-sharing plans. The firm uses fundamental analysis and proprietary model portfolios primarily implemented through ETFs, with ongoing portfolio supervision and a long-term investment approach.

Robert Shuman is a CFA® charterholder and the sole advisor at Encore Investment Advisors, LLC, with four years of industry experience. Prior to founding Encore, he worked at Butterfield Asset Management for six years and had brief tenures at Northwestern Mutual Investment Services and Civic Financial Services in 2021. Encore Investment Advisors is a single-advisor registered investment adviser serving individuals, high-net-worth clients, trusts, and estates both domestically and internationally. The firm employs a long-term, asset-allocation driven investment approach using a mix of ETFs, mutual funds, equities, and fixed income, and provides both discretionary and non-discretionary management alongside financial planning services.