Jeffrey Wexler

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 13 years of industry experience, currently serving as the sole advisor at Able Financial Planning, Inc. in West Brookfield, MA. He has managed his independent advisory and mortgage brokerage businesses since 2005. In addition to his advisory work, he oversees mortgage origination activities as president of Able Mortgage Inc. Able Financial Planning, Inc. provides investment advisory and financial planning services to individuals and various institutional clients, including pension plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management using a range of investment strategies and maintains affiliated services in insurance placement, mortgage origination, and tax preparation.

Joseph Somerset is a CFA® charterholder with 20 years of experience in the financial industry. He founded and has operated Beantown Financial Advisors LLC since 2003 and previously worked at Bentley University from 2011 to 2017. Beantown Financial Advisors provides personalized financial planning and investment advisory services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm focuses on strategic asset allocation and global diversification using primarily no-load and low-load mutual funds and ETFs, offering discretionary investment management and limited-scope hourly planning engagements under written agreements.

Wayne Ushman is a CFA® charterholder with 22 years of industry experience. He has been with Assabet Advisors, LLC since 2003. He holds several board and committee positions with nonprofit organizations, including serving as a board member of Jeffco Fibres Group, Inc. and chair of the Endowment Committee for the Jewish Federation of Central Massachusetts. Assabet Advisors provides discretionary investment management and consulting services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a scientific approach grounded in modern portfolio theory, emphasizing strategic asset allocation, individualized investment policy statements, and periodic rebalancing.

Lindsey Andrew is a financial advisor at McCurdy & Andrew Investments, LLC with three years of industry experience. She holds the Series 65 designation and has worked at McCurdy Investments since 2022. Outside of her investment career, she teaches dance at The Dance Place Studio. McCurdy & Andrew Investments is a two-advisor registered investment adviser serving individuals, businesses, IRAs, trusts, estates, and corporations. The firm offers financial planning and portfolio management, utilizing an investment process that combines fundamental analysis with asset allocation based on Modern Portfolio Theory.

Thomas Jacobsen is a financial advisor at Assabet Advisors, LLC with a Series 65 credential and one year of industry experience. He previously worked for BNY Mellon and West Texas A&M University. Outside of his advisory role, he serves as treasurer for Bethlehem Bible Church, handling bookkeeping and accounting. Assabet Advisors provides discretionary investment management and consulting services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm follows a scientifically grounded approach based on modern portfolio theory, emphasizing strategic asset allocation and periodic rebalancing over stock-picking or market timing.