Kimberly A. Quinn

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.

Kevin Williams is a CFP® with 10 years of industry experience and is the principal advisor at Full Life Financial Planning in Pembroke, MA. His prior roles include positions at W.H. Cornerstone Investments Inc., Powder Point Wealth Management, LLC, and Damon Diodati, Inc. He serves as Treasurer/Clerk for the Financial Planning Association of Massachusetts in a volunteer capacity. Full Life Financial Planning is an independent, fee-only advisory firm serving individuals, including high-net-worth clients, and corporate clients. The firm employs a goal-based process integrating passive and active investment strategies, providing a range of financial planning and wealth management services alongside in-house tax preparation and bookkeeping.

Francis Decker Jr. is the principal of Decker Capital Management, LLC in Duxbury, MA, with nine years of industry experience. He holds Series 63 and Series 66 registrations and has been involved with Andes Capital Group, LLC since 2017 and Real Estate Fiduciary Services, LLC from 2007 to 2018. Outside of his advisory work, Decker serves as treasurer of the Waterbend Condominium Owners Association and manages DuPage County Properties, LLC, an investment vehicle owned by three pension funds. Decker Capital Management provides investment management and consulting primarily to institutional and pooled-vehicle clients, focusing on public and private real assets such as real estate, farmland, and timber. The firm employs an analytical, tailored approach that includes cash-flow modeling, capital-structure analysis, risk identification, and active management with periodic reviews and reporting.

Henry Frattaroli Jr. is a financial advisor at Wealth Management Planning with nine years of industry experience and holds the Series 65 designation. He previously worked at Brookstone Capital Management from 2016 to 2017. Outside of advisory services, he is involved in real estate and insurance sales. Wealth Management Planning is an independent firm providing personalized asset management and financial planning for individuals and various entities, including pension plans, trusts, estates, and business owners. The firm combines investment management with an affiliated insurance-brokerage capability and uses both fundamental and statistical analysis to guide investment decisions, including the use of derivative instruments when appropriate.

Abel Pizarro Jr. is a financial advisor with Pizarro Advisors in Taunton, MA, holding Series 63 and Series 65 licenses and two years of industry experience. His career includes roles at New Leaf, PFS Investments Inc., and Primerica Financial Services. Outside of advising, he has a minority ownership interest in a cannabis dispensary. Pizarro Advisors provides financial planning, business consulting, and wealth management services to individuals and companies, offering both discretionary and non-discretionary portfolio management. The firm’s investment approach focuses on asset allocation informed by fundamental and macroeconomic analysis, incorporating considerations such as money supply, interest rates, commodity valuations, and relevant political developments.

Peter Kadra is the sole advisor at Trilogy Advisors, an independent firm based in Plymouth, MA. He holds Series 63 and Series 65 designations and has seven years of industry experience. Prior to founding Trilogy Advisors in 2022, he worked at Dixon Associates, Inc. and has been Vice President at Fiserv Solutions, Inc. since 2001. Trilogy Advisors provides investment advisory services to individual clients, including high-net-worth individuals, and retirement plans. The firm focuses on customized portfolio construction using low-cost mutual funds and ETFs, with an emphasis on fundamental analysis and a primarily non-discretionary management approach. It is notable for its retirement plan consulting services, including vendor analysis, participant education, and ERISA 3(21) investment oversight.