Jacob Wharton

Jeffrey Meenes is a CFP® and Series 66-registered advisor with 14 years of industry experience. He is the sole advisor at Meenes Wealth Partners and has been involved with Blueprint Financial Planning, LLC since 2010. Meenes Wealth Partners is an independent firm offering flat-fee, fiduciary wealth management and comprehensive financial planning to individuals and families without a net-worth minimum. The firm emphasizes asset allocation based on Modern Portfolio Theory and employs a primarily non-discretionary approach, using retainer and project-based pricing instead of percentage-of-assets fees.

Joffrey Bremond is the sole principal of Cigale Financial Services LLC and holds a Series 65 designation with one year of industry experience. Prior to founding Cigale Financial Services in 2024, he held finance-related roles at UMass Memorial Health Care Inc. and Medically Home. He also serves as Controller at Middlesex School, overseeing the accounting team and managing accounting operations. Cigale Financial Services LLC provides asset management, financial planning, and outsourced Chief Investment Officer services, with a focus on non-profit organizations. The firm employs a combination of fundamental analysis and modern portfolio theory, emphasizing long-term, passive strategies and customized account management.

William Nickles is the sole advisor at Yellow Dog Financial, Inc., an independent firm based in Bolton, MA. He holds Series 63 and Series 66 licenses and has 18 years of experience in the financial industry, having been with Yellow Dog Financial since its founding in 2008. Yellow Dog Financial, Inc. manages approximately $21.2 million for around 60 clients, including individuals, high-net-worth clients, and employer plan sponsors. The firm employs a goal-based planning process with a focus on passive, benchmark-tracking investments and manages accounts primarily on a non-discretionary basis, combining comprehensive year-long financial planning with ongoing monthly support and retirement plan consulting.

Kyle Mannion is a financial advisor at Mannion Money Advisory with a Series 65 designation and one year of industry experience. Prior to his current role, he has held positions in sports management and brewing industries and serves as Accounts Payable Manager for 3 Step Sports LLC. Mannion Money Advisory provides financial planning, discretionary portfolio management, and non-discretionary consulting to individuals, families, small businesses, and corporate clients. The firm employs a long-term, goals-based investment approach focused on diversified asset allocation, cost-efficient ETFs, and periodic rebalancing, combining written financial plans with ongoing portfolio oversight.

Jeffrey Forsman is the principal of 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 provides tax compliance and planning services for individuals and small businesses. Prior to founding his advisory firm, he worked at Huntington Tax Partners LLC and Abrams Little Gill Loberfeld PC. Forsman Financial Services is a fee-only registered investment adviser serving individuals and high-net-worth clients with wealth management and financial planning. The firm employs a combination of fundamental company analysis and modern portfolio theory, utilizing both passive and active investment vehicles, and offers discretionary and non-discretionary investment management.

Peter Shimkus is the sole advisor at Shimkus, Peter E, an independent firm based in Southboro, Massachusetts. He holds Series 63 and Series 65 licenses and has 50 years of industry experience, including roles at Chauner Securities and Michel Associates Ltd. since the early 1990s. His firm manages approximately $23.55 million for around 32 clients, primarily individuals, families, trusts, and custodial accounts. The firm offers fee-based portfolio management and financial planning with a focus on long-term, asset allocation-driven strategies using no-load mutual funds, ETFs, and occasionally individual equities, incorporating tax-aware active and passive management. Client objectives and risk tolerance are established through questionnaires, with client-imposed restrictions accommodated.