Katerina Lubonja

Adam Wojtkowski is a CFP® professional with 17 years of industry experience currently with Copper Beech Wealth Management. His prior roles include positions at NWAM, LLC, Smith, Salley & Associates, Beaumont Financial Partners, and other firms. Copper Beech Wealth Management provides ongoing portfolio management and financial planning for individual and high-net-worth clients, managing approximately $78.2 million in discretionary assets. The firm employs a diversified investment approach using ETFs and mutual funds, combining various analytical methods and offering tailored strategies aligned with documented client objectives and risk tolerance.

David Kopack is a financial advisor with Boston Investment Trust Management, Inc. in Bridgewater, MA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Boston Investment Trust Management since 2006. Boston Investment Trust Management provides discretionary portfolio management, written financial planning, and consulting services to individuals, including high-net-worth clients, and business clients. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to develop individualized investment policies and manages a diverse range of securities, including oil and gas partnership interests, serving both U.S. and notable non-U.S. clients.

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 a financial advisor at Pizarro Advisors with Series 63 and Series 65 credentials and two years of industry experience. His work history includes roles at New Leaf, PFS Investments Inc., and Primerica Financial Services. Outside of financial advising, he holds a minority private-equity interest 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 centers on asset allocation informed by fundamental and macroeconomic analysis, combined with client-specific factors such as risk tolerance and tax considerations.

Robert Shuman is a CFA® charterholder at Encore Investment Advisors, LLC with five years of industry experience. His prior roles include positions at Northwestern Mutual Investment Management, Civic Financial Services, and Butterfield Asset Management. Encore Investment Advisors serves individuals, high-net-worth clients, businesses, trusts, and estates in Massachusetts, other U.S. states, and internationally. The firm offers customized wealth management combining discretionary and non-discretionary portfolio management with financial planning, employing a primarily long-term, low-turnover investment approach that utilizes ETFs, mutual funds, equities, fixed income, and alternative investments.

James Carlson is a financial advisor at Carlson Planning Company with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including Gannet Wealth Advisors and Mass Mutual Investors Services. Outside of advising, he is involved with Entropy Mining, focusing on consulting and deployment of data center infrastructure for energy demand response, and also conducts financial education presentations. Carlson Planning Company serves individual clients, high-net-worth individuals, small businesses, and retirement plan sponsors, offering comprehensive financial planning and portfolio management. The firm employs a Modern Portfolio Theory approach with diversified, cost-efficient investments and provides both discretionary and nondiscretionary management alongside flexible planning engagements.