Matthew Charles Ramon

David Martula is a CFP® professional with 21 years of industry experience. He has been the sole advisor at Fee-Only Financial Planning since 1991. Fee-Only Financial Planning serves individual clients, including high-net-worth households, by providing financial planning and discretionary portfolio management. The firm emphasizes a low-cost, buy-and-hold investment approach using no-load mutual funds, tailoring recommendations to clients’ goals and life stages.

Michael Stein is a financial advisor at Eggz with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Seeley Howard and O'Hanesian LeCours. Michael is based in Charlemont, MA. Eggz is an independent firm providing online robo-advisory portfolio management using algorithm-generated investment solutions primarily comprising ETFs, mutual funds, and fixed income. The firm serves individuals, high-net-worth clients, and business entities, with a service model that emphasizes client choice based on an interactive questionnaire and algorithm without discretionary trading or individualized account monitoring.

Steve Kim is a financial advisor at Orbis Wealth Management in Greenfield, MA, holding the CFP® designation with 19 years of industry experience. He has served on multiple nonprofit and community boards, including chairing the Monadnock Regional Foundation for Family Services and participating in the Colonial Performing Arts Center. Kim is also involved with Monadnock Community Hospital’s finance and investment committees. Orbis Wealth Management provides comprehensive investment advisory and financial planning services for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm constructs portfolios tailored to clients’ objectives using various asset classes and employs methodologies such as fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo simulations, offering both ongoing asset management and consulting services.

Melissa Sweet is the principal advisor at SweetMoney in Greenfield, MA, holding a Series 65 designation with 23 years of industry experience. She has been leading SweetMoney since 2015 and has also been involved with MONEY$ENSE since 2002. SweetMoney provides financial planning, counseling, and coaching services focused on budgeting, debt management, savings, and major financial decisions for individuals and couples across income levels. The firm offers in-person and phone consultations, written reports, and conducts workshops for employers and educational institutions, emphasizing education and referrals to third-party managers for clients seeking active portfolio management.

Megan Donnelly is a CFP®, ChFC®, and Series 63-registered financial advisor with 14 years of industry experience. She is the sole advisor at Quabbin Advisors, an independent firm she has been with since 2012. Quabbin Advisors provides fee-only financial planning and investment advisory services to individuals, families, nonprofit organizations, and businesses. The firm emphasizes a largely non-discretionary approach to client assets, focusing on long-term, fundamental buy-and-hold strategies with low-fee mutual funds and ETFs, and maintains regular portfolio reviews following planning engagements.

Wendy Suzanne Marsden is a CFP® professional with 10 years of industry experience, currently serving at ProsperiTea Planning. She is also the principal of Tea & Taxes Company, a seasonal tax preparation firm she has operated since 2001. ProsperiTea Planning provides holistic financial planning and discretionary portfolio management to individuals and families across various wealth levels, integrating tax planning and preparation services. The firm’s approach includes a written Investment Policy Statement, strategic asset allocation, and tax-aware investment decisions, delivered through an annual retainer model and supported by a multi-credential team.