Joseph Soucy

For years Quentara was the unexpected primary caregiver for her father who was diagnosed with Alzheimers. During his transition she continued to work, buy a house, get married, and start a family. She founded Powwow with the intent of helping other families prioritize their goals that are often neglected due to the in-the-moment demands of kids and aging parents. Powwow is fee-for-service, meaning a family's net worth, relationships, goals, and concerns are discussed and illustrated without the need to invest assets or purchase product. If you have questions related to every day goals, elder care transition, and kids you've come to the right place. Quentara has been featured in numerous publications, including NerdWallet, CBS MoneyWatch, and Financial Planning Magazine. She has also been invited to present on financial planning and elder care topics throughout Massachusetts. Follow her on social media and reach out to schedule a free consultation.

At Sunflower Financial Planning, we specialize in helping families in the midlife stage navigate complex financial responsibilities with clarity and confidence. Our clients are often balancing competing priorities—saving for their own future, supporting aging parents, and funding college education for their children. We guide them in building long-term wealth while creating financial security today. We also work closely with pre-retirees who are preparing to transition into retirement. Through personalized, comprehensive planning, we help align their resources with their goals, offering strategies for income distribution, tax efficiency, and long-term care planning. Whether you're facing the challenges of the “sandwich generation” or approaching retirement, we’re here to provide thoughtful, fee-only advice designed to support your life—not just your portfolio.

Bryce Haynes is a Planning Consultant at Fidelity Investments, where he partners with local individuals and their loved ones to develop comprehensive financial plans. He emphasizes connecting on a personal level to understand client preferences and utilizes Fidelity's resources to align plans with their financial goals. Bryce has accumulated experience in various roles at Fidelity Investments since 2021, including Relationship Manager, Financial Representative, Retirements Representative, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as an Insurance Representative at Mutual of Omaha from 2020 to 2021. Outside of his professional work, Bryce has interests in comedy, cooking and baking, golf, movies, pets, and traveling.

Peter Anthony is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He began his career with Fidelity in 2004 and has held several roles within the company, including Financial Planning Consultant, Senior Investment Consultant, Investment Representative, and Financial Representative. His professional journey reflects extensive experience in financial consulting and investment advising. Peter holds insurance licenses in Arkansas and California, supporting his work in financial planning and investment services. He emphasizes a partnership approach with clients, focusing on active listening and understanding each individual's unique situation to develop tailored financial strategies. Outside of his professional responsibilities, Peter enjoys boating, fishing, hiking, fitness activities, and spending time with his family, often engaging in lake-related activities.

Miguel Pacheco Jr is a Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2018, he has focused on helping clients organize their financial affairs through a holistic wealth management approach. Miguel assists clients in creating and growing wealth, managing it tax-efficiently, and developing strategies to achieve and maintain their desired lifestyle and family goals. His client focus areas include college education planning, executive compensation, family wealth management strategies, retirement income, and individual and corporate investment strategy, among others. Miguel has been in the financial services industry since 2009. He holds both a Bachelor's and a Master's degree in Corporate Finance from Nyack College. He is also affiliated with the Church of God of Prophecy (COGOP) and is actively involved with community organizations such as Christ Church USA, Newark Community Church, YFC – Capital District New York, and the YMCA of Rockland County. Outside of his professional work, Miguel enjoys adventure sports, baseball, basketball, chess, football, golfing, horseback riding, reading, softball, and spending time with his family. His personal philosophy centers on delivering investment insights from Merrill while leveraging a global network of specialists to explore financial possibilities for his clients.

Robert Kochakian is a Wealth Management Advisor at Merrill Lynch Wealth Management, co-leading Degraeve, Kochakian & Associates, a full-service wealth advisory practice with offices in Andover, Beverly, and Boston, Massachusetts. He joined Merrill Lynch in 2016 after ten years with U.S. Trust Family Office and prior experience at Fidelity Investments. Robert works with individuals, families, and business owners, including successful professionals and corporate executives, to build, preserve, and administer their wealth through personalized and actionable wealth management and investment strategies. Robert’s expertise encompasses corporate executive services, retirement and education planning, executive and equity compensation, liquidity management, tax minimization, and individualized investment strategies. He utilizes a goals-based wealth management process to help clients identify life goals, simplify financial complexities, and make impactful financial decisions. Robert collaborates with specialists to address various aspects of his clients' financial lives, including long-term care, insurance needs, and access to banking and lending solutions through Bank of America. He holds a Bachelor of Science degree in Computer Science from the University of Lowell and an MBA from Babson College. Robert is a CERTIFIED FINANCIAL PLANNER™ certificant, a Certified Private Wealth Advisor®, and a Personal Investment Advisor. He is fluent in English and Armenian. Outside of work, Robert enjoys spending time with his family and engaging in activities such as golfing, ice hockey, music, swimming, and traveling.