Tisha N Evans

Adam Wojtkowski is a CFP® professional with 17 years of industry experience, currently serving as the sole advisor at Copper Beech Wealth Management. His prior roles include positions at Northwest Asset Management, Smith, Salley & Associates, and Beaumont Financial Partners. Copper Beech Wealth Management provides portfolio management and financial planning services for individual and high-net-worth clients, managing approximately $78.2 million in discretionary assets. The firm employs a diverse investment approach incorporating multiple analysis methods and emphasizes diversification across equity and fixed-income exposures using primarily ETFs and mutual funds.

Michael O'Keeffe is a financial advisor at MOK Financial Planning & Tax, Inc. with 20 years of industry experience. He holds a Personal Financial Specialist (PFS™) designation and a Series 65 license. Prior to founding his current firm in 2017, he worked at Oakdale Wealth Management for 12 years. He is also a CPA registered in Maryland and provides tax preparation and bookkeeping services. MOK Financial Planning & Tax, Inc. offers discretionary portfolio management primarily for individuals, trusts, and estates, with additional consulting services including bookkeeping and investment analysis. The firm combines tax preparation with financial planning and constructs customized portfolios tailored to client objectives and risk tolerance, utilizing a range of investment instruments and strategies.

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.

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.

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.

Gabriel Alvarez is the principal and sole advisor at Alvarez & Associates Financial. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to founding his independent advisory firm, he worked for Fidelity Investments for three years and has held several roles in education. Outside of advising, he spends part of his time working as a rideshare driver. Alvarez & Associates Financial is an independent, fee-only registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines fundamental, technical, and cyclical analysis with both active and passive investment strategies, and incorporates a range of assets including mutual funds, ETFs, stocks, bonds, and limited cryptocurrency exposure.