William Reeve is a CFP® and CFA® credentialed advisor with nine years of industry experience. He is a partner at Kastel Capital Advisors, LLC and also maintains a role as a partner in a tax and accounting firm specializing in tax planning and preparation. Reeve has previously worked at Island Light Capital, Inc. and Asset Strategy Investments, and has ongoing affiliations with Boston University and Northeastern University. Kastel Capital Advisors provides investment advice and wealth management to individuals, business retirement plans, and institutional clients, including endowments and foundations. The firm emphasizes long-term investing supported by fundamental, technical, and quantitative analysis, and has a distinctive affiliation with an accounting practice that supports its integrated tax planning services.

Matthew Pierce is a PFS™ credentialed financial advisor at Kastel Capital Advisors, LLC, with 17 years of industry experience. His prior roles include positions at Asset Strategy Consultants LLC, Island Light Capital Corp, and New Frontier Advisors, LLC. He also serves as President of Island Light Capital and holds treasurer roles in several private realty companies and nonprofit organizations. Kastel Capital Advisors provides investment advice and wealth management to individuals, business retirement plans, and institutional clients such as endowments and foundations. The firm emphasizes long-term investing with selective short-term trading, employing fundamental, technical, and quantitative analysis, and offers integrated services including portfolio management, financial planning, institutional asset management, estate planning, and tax planning.

Drasko Kovrlija is a financial advisor at Kastel Capital Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kastel since 2015. Kastel Capital Advisors provides portfolio management, financial planning, and wealth-management services to individuals, high-net-worth clients, charitable organizations, and retirement plan sponsors. The firm combines long-term investing with selective short-term trading, uses a variety of analysis methods, and integrates estate-planning services through a partnership with Wealth, Inc.