Peter Gagne

Ichiro Takayoshi is the sole advisor at Takayoshi Wealth Management LLC in Newton, MA. He holds a Series 65 designation and has 18 years of experience as a faculty member at Tufts University. Takayoshi Wealth Management provides financial planning and investment advisory services primarily to individuals and families through time-bound and ongoing engagements, offering diversified, long-term portfolio advice with an emphasis on low-cost ETFs and mutual funds. The firm uses a flat fee pricing model and incorporates scenario analysis and stress-testing in its recommendation process.

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.

Julian Morris is a financial advisor with Flagship Harbor Advisors, LLC, holding the ChFC® designation and Series 66 license. He has 21 years of industry experience, with prior roles at LPL Financial, Ameriprise Financial Services, and IDS Life Insurance Company. Morris also operates Pinnacle Insurance & Financial Services, a general agency for fixed insurance products. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, utilizing a range of investment vehicles and both fundamental and technical analysis in their strategies.

Andrew Altenbach is a CFP® professional with six years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities in Needham, MA. He has served as Music Director for the Brookline Symphony Orchestra and works as a freelance conductor at Indiana University. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Charles Norfleet Jr. is a CFP® professional with eight years of industry experience, currently affiliated with Cetera. His career includes roles at McAdam LLC, Purshe Kaplan Sterling Investments, Andrews & Cole, and Norfleet Advisory, which he owns and operates. Outside of advisory work, he provides insurance services including life, health, disability, annuities, and long-term care products. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions supported by a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed strategies.

Thomas Hagstrom is a CFA® charterholder with 30 years of industry experience. He is currently with Appleton Partners, Inc. in Boston, MA, and previously worked at Charles Schwab Investment Advisory and Charles Schwab. He is an Army Veteran and involved in Veteran's affairs. Appleton Partners, Inc. provides discretionary portfolio management and wealth planning for individuals, trusts, charitable organizations, and institutional clients. The firm employs fundamental, relative-value, and technical analysis across fixed income and equity strategies, tailoring portfolios to client objectives with ongoing monitoring and quarterly appraisals.