Great Oak Capital Partners, LLC

John Cooney is a CFP® with nine years of industry experience, currently serving at Great Oak Capital Partners, LLC. His prior roles include six years at Green and Gold Financial Planning and ten years with EMC. He is also a Civil Affairs Officer in the United States Army Reserve. Additionally, Cooney is involved in tax preparation and consulting through Great Oak Tax Planning, Inc. Great Oak Capital Partners serves individuals, high-net-worth clients, trusts, estates, and retirement plans with wealth management, portfolio management, financial planning, and retirement-plan advisory services. The firm employs an evidence-based investment approach focusing on low costs, diversification, and factor integration, using primarily institutional mutual funds and ETFs.

Mark Mcauley is a CFP® with 14 years of experience in the financial services industry. He has been with Great Oak Capital Partners, LLC since 2019 and also serves as president of Great Oak Tax Planning, Inc., a tax preparation firm. Great Oak Capital Partners serves individuals, high-net-worth clients, trusts, estates, and retirement plans with wealth management, portfolio management, financial planning, and retirement-plan advisory services. The firm employs an evidence-based investment approach emphasizing low costs, diversification, and factor integration, and provides coordinated tax, accounting, and investment advice through its affiliated tax practice.

Joseph Arsenault is a CFP® and holds a Series 66 license with Great Oak Capital Partners, LLC, where he has worked since 2026. He has 19 years of experience in financial services, including 18 years at Heritage Financial Services, LLC. Great Oak Capital Partners serves individuals, high-net-worth clients, trusts, estates, and retirement plans with wealth management, portfolio management, financial planning, and retirement-plan advisory services. The firm employs an evidence-based investment approach focusing on low costs, broad diversification, and factor integration, while also offering integrated tax planning through its affiliated accounting entity.

William Sylvia is a CFP®-certified financial advisor with 18 years of industry experience, currently serving at Great Oak Capital Partners, LLC since 2015. He holds a Series 66 license and operates out of South Easton, MA. Great Oak Capital Partners serves individuals, high-net-worth clients, trusts, estates, and retirement plans with wealth management, portfolio management, financial planning, and retirement-plan advisory services. The firm uses an evidence-based investment approach focused on low costs, diversification, and factor integration, often utilizing institutional mutual funds and ETFs.

John Noonan is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Great Oak Capital Partners, LLC since 2015. He holds Series 63 and Series 65 licenses and operates out of South Easton, MA. Great Oak Capital Partners serves individuals, high-net-worth clients, trusts, estates, and retirement plans with wealth management, portfolio management, financial planning, and retirement-plan advisory services. The firm employs an evidence-based investment approach focusing on low costs, diversification, rebalancing, and factor integration, using primarily institutional mutual funds and ETFs.

William Driscoll is a CFP® professional with 28 years of experience in the financial services industry. He is the principal of Driscoll Financial and has held roles at Great Oak Capital Partners, LLC, The Investment Center, Inc., and Ic Advisory Services Inc. Mr. Driscoll is also involved in insurance brokerage through his firm. Driscoll Financial offers fee-based financial planning, investment management, and consulting services to individuals, corporations, and qualified retirement plans, managing approximately $9.8 million in client assets. The firm combines insurance brokerage with pension consulting and employs both fundamental and technical analysis in portfolio management.