Alan Besterman

Phuong Luong is a CFP® professional with eight years of industry experience, operating through her independent firm, Just Wealth LLC in Pittsfield, MA. She has held roles at Adasina Social Capital, Saltbox Financial LLC, Morningstar, and Robasciotti & Associates, Inc. Luong contributes as a curriculum developer for the Boston University Financial Planning Program and serves on Adasina Social Capital’s Stewardship Circle Committee advising on social justice issues. Just Wealth LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, families, and related entities such as small organizations and foundations. The firm employs a largely passive, low-turnover investment approach informed by Modern Portfolio Theory, emphasizing ESG and socially responsible investing, with integrated financial planning and educational services.

Patrick Hanley is a financial advisor at Hanley & Associates LLC in Pittsfield, MA, holding a Series 65 designation with two years of industry experience. His background includes roles in financial services and other industries such as real estate and hospitality. Hanley & Associates serves individual investors, small business owners, and corporate pension and profit-sharing plans by providing financial coaching, consulting, retirement-plan fiduciary reviews, and investor education. The firm emphasizes non-discretionary management and offers clients access to third-party portfolio managers using asset-allocation models based on modern portfolio theory.

Francis Hanley is a financial advisor at Hanley & Associates LLC in Pittsfield, MA, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Hanley & Associates since 2006. In addition to his advisory role, he is a licensed insurance agent offering life, disability income, long-term care, and group insurance. Hanley & Associates serves individual investors, small business owners, and corporate pension and profit-sharing plans by providing financial coaching, consulting, retirement-plan fiduciary reviews, and investor education. The firm typically offers non-discretionary investment recommendations and introduces clients seeking discretionary management to third-party portfolio managers using asset-allocation models based on modern portfolio theory.

Kathleen Peer is a financial advisor at SAGE 360 Advisors LLC with 30 years of industry experience. She holds a Series 63 designation and has worked at Peer Law Firm since 2011 while also serving at Sage360 Advisors since 2007. Outside of financial advising, she is an investor in Coalbed Methane Solutions LLC, a company that develops and manufactures down-hole sensor equipment for oil and gas wells. SAGE 360 Advisors serves individual and high-net-worth clients, as well as trusts and estates, managing approximately $21 million for about two dozen households. The firm provides portfolio management and financial planning services, primarily using fundamental analysis and a variety of investment strategies, and maintains a mostly non-discretionary management approach.

Trevor Forbes is a financial advisor at Renaissance Investment Group, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Renaissance Investment Group since 2011. Renaissance Investment Group provides discretionary and non-discretionary portfolio management and financial counseling to individuals, pension and profit-sharing plans, charitable organizations, corporations, and banking or thrift institutions. The firm combines top-down geopolitical and macroeconomic analysis with bottom-up fundamental research, maintaining a long-term purchase-and-hold strategy tailored to client-specific investment policy statements.

Christopher Silipigno is a financial advisor at Renaissance Investment Group, LLC with seven years of industry experience. He holds the ChFC® designation and a Series 65 license. His prior work includes roles at Home America Lending, City Mission of Schenectady, and CAS Management Consulting. Renaissance Investment Group provides discretionary and non-discretionary portfolio management and financial counseling to individuals with at least $1 million in investable assets, pension and profit-sharing plans, charitable organizations, corporations, and banking or thrift institutions. The firm combines top-down geopolitical and macroeconomic analysis with bottom-up fundamental research and a long-term, purchase-and-hold approach tailored to client-specific investment policies.