Michael Stein

Senaida Bautista is a financial advisor with Clarity Wealth Management LLC in Montague, MA, holding Series 65 and Series 66 licenses and seven years of industry experience. She has worked at several firms including AE Wealth Management and Dale A. Frank Financial, and currently owns Steadfast Insurance LLC. Bautista also serves as a board advisor for the Beacon Hill Women’s Forum, a nonprofit organization. Clarity Wealth Management provides asset management, financial planning, and retirement plan advisory services to individuals, trusts, businesses, and charitable organizations. The firm offers tailored investment programs using various analytical methods and is notable for its pension consulting, service to charitable organizations, and participant education for plan sponsors.

Steve Kim is a CFP® professional with 19 years of experience in financial advisory services. He is currently with Orbis Wealth Management and has previously worked with several firms including Gradient Securities, Monadnock Financial, and Dublin Health & Benefit Group. Outside of his advisory work, Kim serves on boards for nonprofit organizations such as Monadnock Community Hospital and the Colonial Performing Arts Center, and he is involved with the Rotary Club scholarship committee. Orbis Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a variety of analysis techniques to guide asset allocation and portfolio oversight, with regular account reviews and monitoring that includes rebalancing and tax-loss harvesting.

Melissa Sweet is the principal advisor at SweetMoney in Greenfield, MA, holding a Series 65 designation with 23 years of industry experience. She has been leading SweetMoney since 2015 and has also been involved with MONEY$ENSE since 2002. SweetMoney provides financial planning, counseling, and coaching services focused on budgeting, debt management, savings, and major financial decisions for individuals and couples across income levels. The firm offers in-person and phone consultations, written reports, and conducts workshops for employers and educational institutions, emphasizing education and referrals to third-party managers for clients seeking active portfolio management.

Wendy Suzanne Marsden is a CFP® professional with 10 years of experience in financial planning. She is the firm principal of Tea & Taxes Company, a seasonal tax preparation business she has operated since 2001. Marsden is based in Greenfield, MA, and is a co-advisor at ProsperiTea Planning. ProsperiTea Planning serves individuals, families, closely held businesses, and trustees by providing fee-only financial planning, discretionary investment management, and integrated tax planning and preparation. The firm integrates tax preparation into its client services and employs a strategic investment approach with routine rebalancing and tax-aware actions.

Mari Fries is a CFP® professional with experience in tax preparation and financial advising. She currently works at ProsperiTea Planning and owns Lead Turn Consulting, where she provides tax preparation and advisory services. Fries has prior experience with the National Association of Tax Professionals, Zeiders Enterprises, and HR Block. ProsperiTea Planning serves individuals, families, closely held businesses, and trustees by offering fee-only financial planning, discretionary investment management, and integrated tax and administrative services. The firm combines tax preparation with investment advice through a retainer model and employs a team including CPA, EA, CFA, and CFP professionals.

Jennifer Lane is a CFP® professional with 23 years of industry experience. She has been with Compass Planning Associates, Inc. since 2005. Compass Planning Associates, Inc. provides comprehensive financial, investment, and tax planning to individuals, retirement plan participants, trusts, estates, and business entities. The firm follows a planning-first, long-term approach, typically implementing portfolios through passive asset allocation using index mutual funds and ETFs, and offers project-, hourly-, or annual-based billing without relying on percentage-of-assets fees.