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.

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.

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.

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.

Edward Dixon is a financial advisor at The L. Warner Companies, Inc with nine years of industry experience. He holds a Series 65 designation and previously worked for Dixon & Associates for 21 years. Outside of advisory work, he spends approximately 10 hours per week involved in insurance sales. The L. Warner Companies provides discretionary investment management and financial planning primarily to high-net-worth individuals, trusts, estates, and pension plans, while also offering consulting and administration services to corporations and non-profits. The firm emphasizes fundamental analysis and diversified portfolios, integrating third-party platforms and providing fiduciary and plan administrative services through a hybrid operating model.

James Moise is a financial advisor at Little House Capital, LLC in Braintree, MA, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with Little House Capital since 2017 and previously worked at People's United Bank from 2013 to 2017. Little House Capital is an SEC-registered advisory firm serving individuals, trusts, foundations, endowments, and corporate clients with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, offering trustee, family-office, and multi-generational planning services.

Lynn Kelly is a financial advisor at Little House Capital, LLC with one year of industry experience. She holds a Series 65 designation and has been with Little House Capital since 2019. Little House Capital is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, foundations, endowments, and other corporate entities. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services, using a primarily long-term investment approach that combines fundamental and technical analysis.

Michael Doucette is a financial advisor with Kelly Financial Services LLC in Braintree, MA, holding Series 63 and Series 66 designations and 22 years of industry experience. His career includes roles at Pioneer Financial Group, Minnesota Life Insurance Company, Securian Financial Services Inc., Guardian Life, and Hornor, Townsend & Kent, LLC. He has been with Kelly Financial Services since 2020. Kelly Financial Services provides wealth management and financial planning for individuals and high-net-worth households, focusing on clients nearing or in retirement. The firm manages portfolios primarily on a discretionary basis, using a mix of equities, fixed income, mutual funds, and ETFs with a long-term approach and tactical adjustments, serving approximately 1,401 client households.

Andrew Kebalka is a Series 66-registered advisor with BostonPremier Wealth, where he has worked since 2020. He has six years of industry experience, including prior roles at Commonwealth Financial Network and Astrocyte Research. Kebalka also spends a small portion of his time on fixed insurance sales. BostonPremier Wealth is a seven-advisor team providing financial planning, portfolio management, and retirement-plan consulting to individuals, charitable organizations, and business clients. The firm manages approximately $525 million across about 749 client relationships, using a discretionary, model-based investment approach combined with customized financial planning.

Jacob Ciechon is a financial advisor with Rise North Capital Investment Advisors holding a Series 65 license and three years of industry experience. He previously worked at Foundations Investment Advisors, LLC, and has business experience with GC & Sons Dock Equipment. Outside of advisory work, he is involved in life insurance and annuity sales. 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, emphasizing customized portfolio proposals, ongoing reviews, and public educational workshops.

Mark Stiles is an advisor at BostonPremier Wealth with 30 years of industry experience. He has been associated with Stiles & Associates, LLC since 1996. BostonPremier Wealth provides financial planning, portfolio management, and retirement-plan consulting to individuals, charitable organizations, and business clients. The firm uses discretionary, model-based portfolios with a top-down asset allocation approach and offers customization when needed.

Kristin Creighton is a financial advisor at DAI Wealth, LLC with eight years of industry experience. She holds Series 63, 65, and 66 licenses. Kristin has worked previously at Concorde Investment Services, LLC, and DAI Securities, LLC, and she operates a separate marketing and branding consulting business for small businesses as a sole proprietor. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse client base including individuals, institutional clients, and retirement plans. The firm combines advisor-led portfolio customization with third-party model solutions and offers investment management across multiple account types and platforms.

Adam Dani is a financial advisor at Napier Financial with 13 years of industry experience. He holds the Series 66 designation and has previously worked at US Wealth Management, Valentinos, Volturno, PFE Advisors, and John Hancock. Napier Financial serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management, financial planning, retirement-plan advisory, family office, and trustee services. The firm employs a macro-economic, top-down asset allocation process and manages most client accounts on a discretionary basis, utilizing a range of investment vehicles tailored to client objectives.

Omar Mian is a financial advisor with Compass Capital Corporation, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Compass Capital Corporation since 2005 and Compass Securities Corp since 2008. In addition to his advisory work, he occasionally handles life insurance cases through an affiliation with the Moody Street Group, LLC. Compass Capital Corporation provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on asset allocation and portfolio optimization using software-driven techniques and offers both discretionary and non-discretionary portfolio management alongside limited standalone financial planning and retirement rollover advice.

Mary Madeline Kelly is a financial advisor at Kelly Financial Services LLC with a Series 65 designation and two years of industry experience. She has been with Kelly Financial Services since 2017 in various roles and also worked at Providence College from 2015 to 2019. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages approximately $623.6 million in assets for about 1,401 client households, focusing on income and capital growth with an emphasis on capital preservation through a mix of equities, fixed income, mutual funds, and ETFs.

Lisette Smith is a CFP® professional with 19 years of experience, currently associated with The Advisory Group of San Francisco, LLC. She has been with the firm since 2016. The Advisory Group of San Francisco, LLC is a fee-only advisory firm with a six-advisor team managing approximately $810 million for individuals, foundations, endowments, and retirement plans. The firm combines modern portfolio theory with fundamental and quantitative analysis, utilizing both active and passive funds, and offers services including discretionary investment management, integrated financial planning, and fiduciary support.

Alexander Weiss is a CFP® professional with 16 years of industry experience. He is currently with Napier Financial, LLC and has previously worked at LPL Financial and U.S. Financial Advisors, LLC. Weiss is a partial owner of GenWel Capital, LLC, a firm established for investing in private real estate transactions. Napier Financial serves high-net-worth individuals, foundations, trusts, estates, corporations, and charitable organizations with discretionary investment management, financial planning, and related services. The firm employs a macro-economic, top-down asset allocation process and manages client accounts primarily on a discretionary basis using a mix of mutual funds, ETFs, individual securities, structured products, and private placements.

David Morgan is a financial advisor at Compass Capital Corporation with 17 years of industry experience. He holds a Series 65 designation and previously worked at the Norfolk District Attorney Office from 2013 to 2017. Compass Capital Corporation provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a software-driven investment process focused on asset allocation and portfolio optimization, managing diversified portfolios through direct management or sub-advisory arrangements.

Noreen Walsh is a financial advisor at Aequitas Investment Advisors, LLC with 19 years of industry experience. She holds a Series 65 designation and has been with Aequitas since 2005. Aequitas Investment Advisors is a small multi-advisor team managing approximately $826 million for around 180 clients, including high-net-worth individuals, charitable foundations, and non-profit organizations. The firm provides financial planning, portfolio management, and consulting services, emphasizing a long-term, buy-and-hold investment approach with client-approved, non-discretionary management.

John Cooney is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently a financial advisor at Great Oak Capital Partners, LLC and also works as a tax preparer with Great Oak Tax Planning, Inc. In addition to his advisory roles, Cooney serves as a Civil Affairs Officer in the United States Army Reserve. Great Oak Capital Partners, LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm employs an evidence-based investment approach emphasizing low costs, diversification, and rebalancing, and combines investment advice with access to tax and accounting services through affiliated professionals.