Kevin D Mc Rae

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.

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 licenses and one year of industry experience. His work history includes roles at New Leaf, PFS Investments Inc., and Primerica Financial Services. Pizarro Advisors is a state-registered investment adviser that provides financial planning, business consulting, and wealth management services to individuals, companies, and other advisers. The firm’s investment approach focuses on strategic asset allocation informed by fundamental analysis and macroeconomic indicators, tailoring portfolios to client objectives, risk tolerance, and tax considerations.

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.