Jeffrey Meenes is a CFP® and Series 66-registered advisor with 14 years of industry experience. He is the sole advisor at Meenes Wealth Partners and has been involved with Blueprint Financial Planning, LLC since 2010. Meenes Wealth Partners is an independent firm offering flat-fee, fiduciary wealth management and comprehensive financial planning to individuals and families without a net-worth minimum. The firm emphasizes asset allocation based on Modern Portfolio Theory and employs a primarily non-discretionary approach, using retainer and project-based pricing instead of percentage-of-assets fees.

Charles Levin is the sole advisor at Levin Financial Planning in Wayland, MA, holding a Series 65 license with 20 years of industry experience. He has led his independent firm since 2004, providing fee-only, hourly financial planning and investment advice. Levin Financial Planning serves individuals, families, small businesses, and retirement or profit-sharing plans using a fundamental, long-term buy-and-hold investment approach primarily with low-cost index funds and ETFs. The firm is notable for advising pension or profit-sharing plan clients despite being a solo, hourly-planning practice and is currently winding down operations and not accepting new clients.

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.

Theodore Wolfstich is a CFP® with 19 years of industry experience and has been principal of Wolfstich Capital, LLC since 2008. He serves as a board member of the Medfield Lions Club, a charitable organization. Wolfstich Capital, LLC is an independent firm providing fee-only financial planning and discretionary wealth management to individuals, high-net-worth clients, and charitable organizations. The firm customizes investment policies and portfolio construction using fundamental analysis and strategic asset allocation, managing accounts on a discretionary basis with periodic reviews and the option to delegate portfolio management to sub-advisors.

William Curtin is the sole advisor at Curtin Financial Management, Inc. in Wellesley, MA. He holds the CFP® designation and Series 65 license and has 22 years of industry experience. He has led Curtin Financial Management since 2003. Curtin Financial Management, Inc. is an independent, state-registered advisory firm providing discretionary portfolio management to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm applies modern portfolio theory and academic research to construct diversified portfolios primarily through mutual funds and ETFs, managing approximately $73.9 million across about 25 accounts.

Penelope Tzougros is a financial advisor with Wealthy Choices (R) LLC, holding the ChFC® designation and Series 63 license, with 39 years of industry experience. She has worked with Wealthy Choices since 2005, alongside roles at LPL Financial and Bay Financial Advisors. In addition to advisory work, she is an author of books related to financial education. Wealthy Choices provides personalized, fee-based financial planning and investment advice to individuals, families, and small businesses, focusing on areas such as cash-flow management, insurance review, retirement and estate planning, and education funding. The firm uses a discovery-driven planning process supported by fundamental and technical analysis, with compensation structured through hourly, project, and retainer fees, while clients retain control over implementation.

Matthew Berger is the sole advisor at Crescent Lake Advisors in Southborough, MA, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Brookfield Asset Management, Waterstone Property Group, and as an independent executive consultant. Outside of his advisory work, he serves as CFO of Bridge Logistics Properties at Bridge Investment Group, focusing on the logistics value-add fund manager business. Crescent Lake Advisors is a state-registered investment adviser serving individual and high-net-worth clients with tailored portfolio management and financial planning services. The firm emphasizes asset allocation and passive, long-term buy-and-hold strategies using low-cost index funds and ETFs, operating on a non-discretionary basis and providing advisory reviews for held-away accounts.

Peter Foley is a CFP® and ChFC® with over 20 years of experience in financial advising. He has operated Fourthpoint Advisors in Wellesley, MA since 2005. In addition to his advisory work, Foley is a licensed insurance broker in multiple states, including Massachusetts. Fourthpoint Advisors serves a select group of individual and family clients, along with employer organizations and nonprofit plan sponsors, offering financial planning, portfolio management, and retirement-plan consulting. The firm provides both non-discretionary and discretionary investment solutions and maintains a distinct insurance brokerage practice.

Ryan Lee Young is a financial advisor at Philosophe Financial in Wayland, MA, holding Series 63 and Series 65 licenses. His professional background details beyond these credentials are not specified. Philosophe Financial offers fee-only financial planning and non-discretionary investment advisory services to individuals and households, focusing on written financial plans, portfolio construction, and asset allocation. The firm utilizes hourly and pre-purchased planning arrangements, maintains a fiduciary standard, and provides tailored advice without discretionary trading authority.

Marc Silk is a financial advisor at Silk Investment Advisors in Medfield, MA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at C. Silk And Sons since 2011 and has been associated with Delta Equity Services Corporation since 1998. Silk Investment Advisors provides discretionary portfolio management to individuals, high-net-worth clients, trusts, pension plans, and various business entities through separately managed accounts. The firm employs a long-term, patient Cash Rich Fallen Angel (CRFA) strategy focused on small and micro-cap securities, including non-U.S. issuers, and is notable for its concentrated positions and emphasis on balance-sheet analysis and turnaround prospects.

Stephen Lanczycki is a financial advisor at Value Financial Partners LLC with a Series 65 designation. He has experience at firms including Sun Life Financial and John Hancock, and currently holds a senior actuarial and finance governance role at Sun Life Financial. Value Financial Partners LLC is a newly registered investment adviser offering discretionary asset management and optional financial planning. The firm generally serves individuals, high-net-worth clients, trusts, small businesses, and estates, employing a passive, buy-and-hold investment approach grounded in modern portfolio theory.

Joffrey Bremond is the sole principal of Cigale Financial Services LLC and holds a Series 65 designation with one year of industry experience. Prior to founding Cigale Financial Services in 2024, he held finance-related roles at UMass Memorial Health Care Inc. and Medically Home. He also serves as Controller at Middlesex School, overseeing the accounting team and managing accounting operations. Cigale Financial Services LLC provides asset management, financial planning, and outsourced Chief Investment Officer services, with a focus on non-profit organizations. The firm employs a combination of fundamental analysis and modern portfolio theory, emphasizing long-term, passive strategies and customized account management.

Derek Chin is a CFA® charterholder and the sole advisor at Northquant Capital Management, LLC, where he has worked since 2012. He has six years of industry experience in portfolio management. Northquant Capital Management provides discretionary portfolio management services to individuals and high-net-worth clients, focusing on equities and equity derivatives. The firm employs a combination of fundamental, quantitative, and technical analysis and routinely uses leveraged and derivative strategies, including short sales and options trading, for individual accounts.

Trevor Gailun is a CFP® with six years of industry experience, currently serving as the sole advisor at Thrive Investments, LLC in Wellesley, MA. His prior experience includes roles at Wellesley Investment Partners from 2014 to 2020. Thrive Investments primarily serves high-net-worth individuals and charitable organizations, managing approximately $10.8 million across a small number of client relationships. The firm employs a quantitative, ETF-centric investment approach with discretionary portfolio management and offers a customizable online financial planning portal that integrates account aggregation and document storage.

Celeste Gilbert is a financial advisor at C.J. Gilbert Financial LLC in Weston, MA, holding a Series 65 designation with six years of industry experience. She previously worked for four years at J.W. Swenson Investment Counsel. C.J. Gilbert Financial LLC is an independent Massachusetts-registered investment adviser serving individuals, high-net-worth clients, trusts, and IRAs. The firm employs an exclusive sub-advisory model, implementing portfolios through independent managers and overseeing approximately $27 million in discretionary assets as a solo practitioner.

Jeremy Bohne is a financial advisor at Paceline Wealth Management, LLC in Medfield, MA, holding a Series 65 designation with eight years of industry experience. He has worked at Brookfield Investment Management and has been with Paceline Wealth Management since 2017. Paceline Wealth Management provides investment advisory and wealth management services to individual and high-net-worth clients, focusing on long-term, fund-based portfolio construction using mutual funds, index funds, ETFs, and occasional individual securities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and specialized retirement plan consulting services, including vendor analysis, ERISA 404(c) assistance, and both 3(21) and 3(38) plan management options.

Ichiro Ishiguro is a CFA® charterholder and the sole advisor at Balanstone, LLC, an independent firm based in Newton, MA. He has 10 years of industry experience and has led Balanstone since its founding in 2015. Balanstone provides ongoing portfolio management and subadvisory services to individuals, high-net-worth clients, corporations, and other investment advisers. The firm employs a long-term, fundamental equity investment approach focused on company fundamentals, future cash flows, and secular growth trends, managing accounts primarily on a discretionary basis with regular portfolio reviews.

Elizabeth Pleck is a CFP® professional with 13 years of industry experience, operating as the sole advisor at Financial Strategies, LLC in Wellesley, MA. She has been with Financial Strategies LLC since 1982 and is also active as a writer, lecturer, and consultant. Financial Strategies, LLC is an independent firm providing fee-only financial planning and discretionary investment management primarily for individuals and couples. The firm emphasizes a long-term, diversified investment approach based on Modern Portfolio Theory, offering ongoing portfolio management, hourly consultations, and comprehensive written financial plans.

My Philosophy on Money While there is plenty of academic research that suggests money doesn’t make you happy once your basic needs are met, I do think it has a lot of potential to make you unhappy no matter how much you have. I, therefore, seek first and foremost to use money as a tool for achieving equanimity and peace of mind for my clients. My goal is not to help you maximize your net worth or income but instead to help you think through your values and act accordingly. Money, when handled correctly, can be an incredible tool for reducing stress, achieving a feeling of security for you and your family and giving you the freedom to pursue your dreams. My hope is that I can be a coach and guide to help you along that path. My Qualifications Other than your health, your money is perhaps the most personal and impactful area of your life. Just like with your doctor, trust is crucial. So why should you trust me to know what I’m doing? Here are a few of the things that I’ve done that have prepared me to handle your money with care and expertise. - I have nearly two decades of experience in financial services at multiple well-known firms, including Fidelity Investments, Charles Schwab and Goldman Sachs. - I have earned the well-regarded Chartered Financial Analyst (CFA) designation. If you’re unfamiliar with the CFA you can read more about it on the CFA Institute website, but the following is a brief excerpt: “The CFA designation is one of the most respected and recognized investment management designations in the world. To earn the charter, candidates must pass all three levels of the exam, which is considered to be the most rigorous exam in the investment profession … Less than one in five candidates who begin the program end up finishing … Candidates study approximately 1,000 hours on average to master 8,500 pages of curriculum. The CFA Program curriculum includes ethical and professional standards; financial reporting and analysis; corporate finance; economics; quantitative methods; equity; fixed income; alternative investments; derivatives; portfolio management; and wealth planning.” - I have an MBA in Finance from the Wharton School at the University of Pennsylvania, ranked by Forbes Magazine as the #1 MBA program in the country and by US News and Bloomberg BusinessWeek as among the top 3. On a personal note I live with my wife and two young children in Boston, Massachusetts where I enjoy spending as much time as possible outside with my family and appreciating everything the city has to offer. I’ve run nearly a dozen marathons, including a personal best of just under 2 hours 55 minutes at the 2017 Boston Marathon. In my spare time I love to learn about anything and everything and am an avid reader of books of all types.

Kyle Mannion is a financial advisor at Mannion Money Advisory with a Series 65 designation and one year of industry experience. Prior to his current role, he has held positions in sports management and brewing industries and serves as Accounts Payable Manager for 3 Step Sports LLC. Mannion Money Advisory provides financial planning, discretionary portfolio management, and non-discretionary consulting to individuals, families, small businesses, and corporate clients. The firm employs a long-term, goals-based investment approach focused on diversified asset allocation, cost-efficient ETFs, and periodic rebalancing, combining written financial plans with ongoing portfolio oversight.