Kevin Norwood is a CFP® with 18 years of industry experience, currently serving as an Investment Advisor Representative at New England Schooner, Inc., where he has worked since 2010. He also holds Series 63 and Series 65 licenses and has been affiliated with Royal Alliance Associates, Inc. since 2007. In addition to his advisory role, Norwood provides clients with term, universal, and variable universal life insurance products. New England Schooner, Inc. offers portfolio management, financial planning, and pension consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach is based on fundamental analysis and tailored to client goals and risk tolerance, with portfolios that include mutual funds, ETFs, equities, options, and other securities.

Maureen Zock is a financial advisor with Robert A. Zock & Co., Inc. in Boston, MA, holding 24 years of industry experience. The firm provides discretionary investment advisory services to individuals, trusts, estates, and charitable organizations, with a focus on long-term portfolio management based on fundamental analysis. Robert A. Zock & Co., Inc. emphasizes tailored investment strategies and offers administrative support for clients’ non-U.S. multicurrency securities accounts.

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.

Lowell Thomas III is a CFA® charterholder with 17 years of industry experience. He has been with South Shore Capital Advisors, LLC since 2008. The firm serves individuals, high-net-worth clients, trusts, corporations, and other businesses through customized separate account management and financial planning without a separate planning fee. South Shore Capital Advisors employs fundamental analysis and a buy-and-hold investment approach, integrating ESG factors for clients who request it and managing approximately $217 million in assets as of December 31, 2024.

Douglas Hart is a financial advisor at Penobscot Investment Management Company, Inc. with 31 years of industry experience. He has been with Penobscot since 1988, including his current tenure since 2021. Hart serves as a director of the Wildlands Trust of Southeastern Massachusetts and is an honorary trustee of the Emma Willard School. Penobscot Investment Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm manages approximately $1.63 billion through a five-person advisory team, focusing on long-term capital appreciation and income growth with broadly diversified portfolios emphasizing dividend-paying companies with above-average dividend growth.

Michelle Zancanaro is a financial advisor at Catalyst Financial Partners with five years of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon for 11 years. Catalyst Financial Partners offers discretionary and non-discretionary investment supervisory and wealth management services to high-net-worth individuals, family offices, businesses, and various institutional clients. The firm focuses on long-term, diversified investment strategies using a range of asset types and provides access to private funds and a wrap-fee program that integrates advisory, execution, custody, and reporting services.

Matthew Malicki is a CFA® charterholder with four years of industry experience. He has worked at Birch Hill Investment Advisors LLC since 2022 and previously held roles at Dolan McEniry Capital Management, Echo Global Logistics, and Badger Mutual Insurance Company. Birch Hill Investment Advisors LLC provides portfolio management and investment advisory services to individuals, trusts, IRAs, endowments, and foundations. The firm employs a fundamental, quality-oriented, long-term investment approach with ESG integration and customizes portfolios based on client objectives and constraints.

Kevin Bonacci is a financial advisor at Riverview Capital Advisers LLC with 11 years of industry experience. He has held prior roles at The O.N. Equity Sales Company, Ohio National Insurance Company, and Fidelity Investments. Outside of his advisory work, he volunteers as a climbing instructor with the Appalachian Mountain Club. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners, providing investment management, wealth management, family office services, and business advisory services. The firm manages portfolios primarily on a discretionary basis using strategic asset allocation and fundamental analysis and offers tailored wealth planning and business consulting for ultra-high-net-worth clients.

Lauren Fakonas is a CFP®, ChFC®, and Series 66 licensed advisor with four years of industry experience. She is currently with Rise North Capital Investment Advisors and previously worked at MML Investors Services, MassMutual Life Insurance, and Northwestern Mutual. Outside of her advisory role, she is active as an insurance broker, selling life, fixed annuities, disability, long-term care, and health insurance. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm operates with a co-advisor model, offering customized portfolio proposals, ongoing reviews, and public educational workshops.

Alonzo Tredwell is a financial advisor at Vital Investment Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PIMCO Investments LLC, Pacific Investment Management Company LLC, and Fidelity. Outside of his advisory role, he consults with Red Door 80. Vital Investment Management is a five-advisor SEC-registered firm managing approximately $284 million for individual and high-net-worth clients. The firm employs a value-oriented, long-only core investment strategy combined with strategic and tactical asset allocation, integrating planning tools and AI-supported research to enhance its services.

Elizabeth Levy Bouldin is a CFA® charterholder with one year of industry experience. She is currently with Clean Yield Asset Management, where she has worked for two years following a 12-year tenure at Trillium Asset Management. Clean Yield Asset Management manages discretionary portfolios for individuals, trusts, foundations, and institutions using a team-based investment process focused on socially responsible investing. The firm employs integrated financial analysis combined with environmental and social screens, and it offers a range of equity, balanced, and fixed income mandates tailored to client preferences.

Benjamin Dawson is a financial advisor with Woodstock Corporation in Boston, MA, holding a Series 63 designation and 27 years of industry experience. He previously worked at Alpha Windward LLC for 22 years before joining Woodstock Corporation in 2020. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for a diverse client base that includes individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm focuses on fundamental research with an emphasis on high-quality growth equities and investment-grade debt, offering tailored asset allocation and a range of portfolio management, financial counseling, and custody services.

I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.

Lianna Deprey is a financial advisor at Wingate Wealth Advisors, Inc. with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for two years before joining Wingate Wealth Advisors. Wingate Wealth Advisors is an SEC-registered firm that provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm employs a fee-only model and blends active and passive strategies tailored to client-specific investment objectives.

John Slupski III is a CFP® professional with 26 years of experience in financial advising. He has been with Wingate Wealth Advisors, Inc. since 2017 and previously worked at East Coast Asset Management, PEGAESUS Advisors, and Wingate Planning Corp. Wingate Wealth Advisors is an SEC-registered firm that provides investment management and financial planning services to individuals, charitable organizations, and retirement plans, utilizing a blend of active and passive strategies with a focus on client-specific investment policies.

Colby Snyder is a financial advisor at Clear Brook Advisors, Inc. in Boston, MA, holding a Series 65 designation with six years of industry experience. He has worked at Clear Brook Advisors since 2018 and previously was affiliated with the University of Vermont from 2014 to 2018. Clear Brook Advisors provides investment advisory services to high net worth individuals, family offices, corporations, other investment advisers, and trusts, focusing on private investment partnerships, alternatives, and specific securities. The firm emphasizes manager due diligence, client decision authority, and active portfolio monitoring, working primarily on a non-discretionary basis.

Alisa Skatrud is a financial advisor at Plum Street Advisors, LLC in Newton, MA, holding CFP® and CFA® designations with six years of industry experience. Her prior roles include positions at Sawyer Business School and the Shriver Center at the University of Massachusetts Medical School, as well as a period of volunteer work. Plum Street Advisors is a boutique wealth management firm serving individual and high-net-worth clients, as well as retirement plan sponsors and trustees. The firm combines financial planning with discretionary portfolio management, using strategic asset allocation, low-cost index funds and ETFs, active rebalancing, and tax-aware strategies, while also offering access to third-party separately managed account platforms.

Kennan Startzell is a CFP® with nine years of industry experience, currently serving at Stablepoint Partners, LLC. He previously worked at Morgan Stanley for eight years. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. Stablepoint Partners provides wealth management, investment management, and financial planning services to a broad range of clients, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm delivers customized, primarily long-term investment strategies using a mix of ETFs, mutual funds, and other securities, supported by ongoing monitoring and formal reviews.

Christopher Bekel is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has worked at Wingate Wealth Advisors, Inc. since 2017 and previously spent four years at East Coast Asset Management LLC and one year at Boston Hill Advisors, LLC. Bekel is based in Lexington, MA, and holds a Series 65 license. Wingate Wealth Advisors, Inc. provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm employs a client-specific investment process that combines active and passive strategies within model portfolios and operates on a fee-only basis without accepting third-party compensation.

Henry Wheelwright is a CFP®-certified financial advisor with 24 years of industry experience. He currently works at Stablepoint Partners, LLC and has previously held positions at Morgan Stanley and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he serves on the South Shore Health Development Committee's Finance Committee in Weymouth, Massachusetts. Stablepoint Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs customized, primarily long-term investment strategies and offers additional services such as retirement plan advisory and cash-management access through third-party programs.