Kevin Feig is a CFP®, CPA, CFT™, professional affiliated with Walk You To Wealth in Dover, MA, with over 20 years of industry experience including executive-level roles at Fidelity Investments and digital asset firms such as Coinbase and Kraken. He currently serves as an Adjunct Professor of Financial Planning at Columbia and Regis Colleges. Walk You To Wealth provides financial coaching and comprehensive planning to individuals and families, including portfolio management and money-mindset coaching for a flat monthly fee.

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.

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.

Fermo Bianchi is the sole advisor at Fabco Investment Advisors, LLC, holding a Series 65 designation with 15 years of industry experience. He has led Fabco Investment Advisors since 2010 and also provides individual and fiduciary income tax preparation services outside of his advisory role. Fabco Investment Advisors offers portfolio management, financial planning, and optional tax preparation services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes individualized investment profiles with a long-term strategy, managing over $100 million in discretionary assets while coordinating with clients’ estate attorneys and addressing real estate and college-planning needs.

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.

David Rosen is the principal of Rosen Investment Management LLC in Needham, MA, holding a Series 65 credential with 12 years of industry experience. He has been with Rosen Investment Management since 2013 and also practices law at Rosen Law Group. Rosen provides legal services separately from his advisory role. Rosen Investment Management offers investment advisory services to individuals and high-net-worth clients by recommending allocation models and coordinating with an unaffiliated adviser, Matson Money, to implement and monitor portfolios. The firm’s process is based on modern portfolio theory and tailored asset allocation, without discretionary trading authority or custody of client assets.

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.

Brenda Wenning is the sole advisor at Wenning Investments, LLC, an independent firm based in Waban, MA. She holds a Series 65 designation and has 22 years of industry experience, including 18 years leading her own firm. Wenning Investments provides portfolio management and investment advisory services to individual and high-net-worth clients, focusing on personalized investment policy statements and risk-tolerant portfolio management. The firm employs a range of analytical methods and manages diversified portfolios with both long-term and short-term strategies.

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.

William Wrean is the sole advisor at Sacajawea & Company, LLC, an independent firm based in Wellesley, MA. He has 21 years of industry experience and has been with Sacajawea & Co. since 1989. Outside of his advisory role, he serves as Treasurer of Oasis Semiconductor, Inc., a position unrelated to investment activities. Sacajawea & Company manages discretionary portfolios for high-net-worth individuals, trusts, foundations, retirement accounts, and pooled investment vehicles, including charitable organizations and fiduciary accounts. The firm employs a fundamental, long-term investment approach based on independent analysis of extensive historical financial data and manages diversified portfolios without the use of derivatives or leverage.

Derek Chin is a CFA® charterholder and principal of Northquant Capital Management, LLC, an independent firm based in Wellesley, MA. He has 14 years of experience with Northquant and six years in the financial industry overall. Northquant Capital Management offers discretionary portfolio management primarily to individuals and high-net-worth clients, focusing on equities and equity derivatives. The firm uses a combination of fundamental, quantitative, and technical analysis across various strategies, including long- and short-term trading and options, with client accounts monitored regularly and reported quarterly.

Trevor Gailun is a CFP® with seven years of industry experience, currently serving as the sole advisor at Thrive Investments, LLC in Wellesley, MA. He previously worked at Wellesley Investment Partners for six years before founding Thrive Investments in 2022. Thrive Investments provides ongoing investment management and a subscription-based online financial planning portal for individuals, high-net-worth clients, and charitable organizations. The firm’s investment approach emphasizes quantitative analysis and model allocations using low-cost ETFs, offering nine strategy options with tax-aware portfolio management and discretionary authority when authorized.

Patrick Lyte is the sole advisor at The Financial Network Group, holding a Series 65 designation with 18 years of industry experience. He has been with The Financial Network Group since 2001. Outside of his advisory work, he is president and owner of PRL Associates, a firm specializing in accounting, tax services, audit and risk management, and business consulting. The Financial Network Group provides investment advisory and financial planning services to individuals, trusts, estates, and small businesses. The firm follows a structured, five-phase advisory process and a buy-and-hold investment approach, combining portfolio management with coordinated tax and accounting support through its affiliated accounting entity.

Jeremy Bohne is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He has been the principal advisor at Paceline Wealth Management, LLC since 2017. Paceline Wealth Management serves individual and high-net-worth clients, offering wealth management services that include discretionary and non-discretionary portfolio management, financial planning, and retirement-account guidance. The firm employs a primarily long-term investment approach using fund, fundamental, and cyclical analysis to tailor portfolios to client goals and risk tolerance, and also provides pension-related participant account management and consulting for employer plans.

Gerald Loftin is a CFP® professional with 23 years of industry experience. He has been with Proficient Wealth Counselors, LLC since 2011, where he is the sole advisor. Loftin maintains a licensed insurance practice and dedicates a portion of his time to selling fixed insurance products. Proficient Wealth Counselors provides discretionary asset management, written financial planning, and retirement plan consulting to individuals and employer-sponsored pension and profit-sharing plans. The firm uses fundamental analysis and proprietary model portfolios primarily implemented through ETFs, with ongoing portfolio supervision and a long-term investment approach.

Robert Shuman is a CFA® charterholder and founder of Encore Investment Advisors, LLC, with four years of industry experience. Prior to establishing Encore, he held roles at Butterfield Asset Management, Civic Financial Services, and Northwestern Mutual Investment Management. Encore Investment Advisors serves individuals, high-net-worth clients, businesses, trusts, and estates across the U.S. and internationally. The firm offers customized wealth management with a primarily long-term, low-turnover investment approach that incorporates fundamental and technical analysis and uses a diversified mix of ETFs, mutual funds, equities, fixed income, and alternative investments.

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.