James Patrick Mc Namara

Jeffrey Wexler is a financial advisor with Wexler Enterprises in Brookfield, MA, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to founding Wexler Enterprises, he worked at Transamerica Financial Advisors and World Financial Group. He previously operated translation businesses under Wexler Enterprises, which provided document translation services until 2022. Wexler Enterprises serves a diverse client base including individuals, high-net-worth families, trusts, corporations, and retirement plans, offering investment management, financial planning, wealth management, and insurance producer services. The firm’s approach centers on a documented Investment Policy Statement and asset-allocation driven portfolios that include both traditional and alternative investments, alongside retirement-plan consulting and educational seminars.

James Black is the sole advisor at Keystone Capital Advisors LLC in Auburn, MA. He holds Series 63 and Series 65 licenses and has experience in real estate consulting and property management through his concurrent roles at Long Run Property Solutions, Inc. and A&M Real Estate Consultants. Keystone Capital Advisors LLC is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm focuses on discretionary portfolio management with a long-term, equity-focused approach, supplemented by ETFs and mutual funds, and offers comprehensive financial planning including fixed-fee standalone services.

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.

John Estrella is a CFP® professional with 14 years of industry experience, operating as the sole advisor at Able Financial Planning, Inc. in West Brookfield, MA. He has been with Able Financial Planning since 2016 and also serves as President of Able Mortgage Inc., supervising mortgage brokerage activities. In addition to financial advising, he is involved in mortgage origination and tax preparation through affiliated businesses. Able Financial Planning provides investment advisory and financial planning services to individuals and institutional clients, including pension plans, foundations, and trusts. The firm manages portfolios using fundamental, technical, and cyclical analyses and offers a range of products and services, including insurance placement, mortgage origination, and tax preparation through affiliated entities.

Michael Hogan is a ChFC® credentialed financial advisor with 38 years of industry experience. He has worked at Cutler Capital Management since 2019 and previously held roles at Wellesley Investment Advisors, Foreside Fund Services, and had a brief period of unemployment. Outside of his advisory work, he serves as secretary on the board of Fashion for Friends, a nonprofit focused on mental health awareness and suicide prevention supporting women with breast cancer. Cutler Capital Management is a SEC-registered investment adviser serving individuals, trusts, retirement plans, and pooled private investment funds. The firm specializes in convertible securities, financial-sector equities, and publicly traded REITs, employing both fundamental and technical analysis and using various hedging and leverage techniques tailored to client objectives and risk tolerance.

Melvin Cutler is Chief Investment Officer and Managing Partner at Cutler Capital Management, with 25 years of industry experience. He has been with Cutler Capital Management since 1999 and has been involved with Cutler Associates Inc. since 1972. Outside of his advisory role, Mr. Cutler is a principal in a construction company and a real estate development company, dedicating about 10% of his time to these activities. Cutler Capital Management is a six-advisor SEC-registered firm managing approximately $340 million for individuals, trusts, retirement plans, and private funds. The firm specializes in convertible securities, financial-sector equities focused on community banks, and publicly traded REITs, employing both fundamental and technical analysis alongside hedging and leverage strategies tailored to client objectives.