Jennifer Marie Sterlacci

Jonathan Kuczmarski is the sole advisor at Efficient Capital Strategies, LLC in Providence, Rhode Island. He holds Series 65 and Series 66 licenses and has 12 years of industry experience, including 10 years with his current firm. In addition to his advisory work, he maintains an active real estate salesperson license and dedicates part of his week to real estate activities. Efficient Capital Strategies provides customized, goals-based financial planning and portfolio management services to high-net-worth individuals, corporate, and institutional clients. The firm employs a value-oriented investment approach primarily based on fundamental analysis, complemented by technical analysis, and offers both discretionary and non-discretionary advisory services.

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.

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 and founder of Encore Investment Advisors, LLC, with four years of industry experience. Prior to establishing Encore, he held roles at Butterfield Asset Management, Civic Financial Services, and Northwestern Mutual Investment Management. Encore Investment Advisors serves individuals, high-net-worth clients, businesses, trusts, and estates across the U.S. and internationally. The firm offers customized wealth management with a primarily long-term, low-turnover investment approach that incorporates fundamental and technical analysis and uses a diversified mix of ETFs, mutual funds, equities, fixed income, and alternative investments.