William Holder

Jeffrey Meenes is a CFP® and Series 66-registered advisor with 14 years of industry experience. He is the sole advisor at Meenes Wealth Partners and has been involved with Blueprint Financial Planning, LLC since 2010. Meenes Wealth Partners is an independent firm offering flat-fee, fiduciary wealth management and comprehensive financial planning to individuals and families without a net-worth minimum. The firm emphasizes asset allocation based on Modern Portfolio Theory and employs a primarily non-discretionary approach, using retainer and project-based pricing instead of percentage-of-assets fees.

Joffrey Bremond is the sole principal of Cigale Financial Services LLC and holds a Series 65 designation with one year of industry experience. Prior to founding Cigale Financial Services in 2024, he held finance-related roles at UMass Memorial Health Care Inc. and Medically Home. He also serves as Controller at Middlesex School, overseeing the accounting team and managing accounting operations. Cigale Financial Services LLC provides asset management, financial planning, and outsourced Chief Investment Officer services, with a focus on non-profit organizations. The firm employs a combination of fundamental analysis and modern portfolio theory, emphasizing long-term, passive strategies and customized account management.

William Nickles is the sole advisor at Yellow Dog Financial, Inc., an independent firm based in Bolton, MA. He holds Series 63 and Series 66 licenses and has 18 years of experience in the financial industry, having been with Yellow Dog Financial since its founding in 2008. Yellow Dog Financial, Inc. manages approximately $21.2 million for around 60 clients, including individuals, high-net-worth clients, and employer plan sponsors. The firm employs a goal-based planning process with a focus on passive, benchmark-tracking investments and manages accounts primarily on a non-discretionary basis, combining comprehensive year-long financial planning with ongoing monthly support and retirement plan consulting.

Christopher Noonan is a CFP® and Series 66-registered advisor at TrueNorth Financial Planning with experience spanning several firms since 2018, including Putnam Investments and Blackstone Valley Wealth Management. He has worked in both investment management and financial planning roles and is currently the sole advisor at TrueNorth Financial Planning in Northborough, MA. TrueNorth Financial Planning provides fee-based investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis, offering discretionary portfolio management and standalone hourly financial planning services.

Marina Muehlke is a financial advisor at Holistic Financial Planning LLC in Westminster, Massachusetts, with three years of industry experience. She holds a Series 65 designation and has worked previously at Ferris Capital LLC, Prudence Financial, Inc., and Wingate Wealth Advisors, LLC. Since 2021, she has also served as Investor Relations Director at Cahoon Capital Management, a firm focused on private lending for single-family fix and flip properties in the New England area. Holistic Financial Planning provides comprehensive, project-based financial planning and investment reviews for individual clients outside the high-net-worth category. The firm delivers strategic, non-discretionary investment recommendations and emphasizes client education through seminars and coaching, operating on an hourly, fee-only basis.

Joseph Somerset is a CFA® charterholder with 20 years of experience in the financial industry. He founded and has operated Beantown Financial Advisors LLC since 2003 and previously worked at Bentley University from 2011 to 2017. Beantown Financial Advisors provides personalized financial planning and investment advisory services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm focuses on strategic asset allocation and global diversification using primarily no-load and low-load mutual funds and ETFs, offering discretionary investment management and limited-scope hourly planning engagements under written agreements.