Lorraine Sloper

New Shore Financial was born from my passion to help professional women navigate the challenges associated with financial changes in their lives. Too often, I see women who have remained hands-off or simply have no time when it comes to their family finances. When faced with new choices or challenges, they are not sure which is the best financial decision given their personal circumstances. I am committed to helping women understand and take control of their financial life. As a young woman, it was important for me to be financially independent. I remember hiring my first CPA to do my taxes and my father saying, “Don’t just file those away. Look them over and get an understanding of what’s going on”. I heeded his advice and learned I actually enjoyed diving into the numbers. I found that I had a strong interest in personal finance. I enjoyed reading about it, learning new strategies and implementing what I learned in my own financial life. My strengths and interests came together for me in a career path that allows me to help others navigate their own finances in a way they can understand, implement and feel confident about.

Misty Lynch, CFP® is the Owner and CEO of Sound View Financial Advisors, LLC. She is passionate in her commitment to help her clients handle their finances and lives with confidence. A fee-only fiduciary and independent financial advisor, Misty does not receive commission and is legally required by her certifications to provide unbiased and reputable financial advice. Misty hosts the unscripted reality show HEARTBROKE and the Demystifying Money podcast. She is also the author of DEMYSTIFYING MONEY and a personal finance expert and resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero and many others. Investopedia named her one of the Top 100 Financial Advisors in 2021 and US News and World Report called her one of the 9 Women in Finance to Follow "because sometimes you need life advice, not just financial advice." When she isn't working you can find her reading mysteries, skiing the East Coast or coaching her kids basketball and field hockey teams. Misty lives with her husband and children in Walpole, MA.

Kerry O’Brien is a CFP® and Founder of BeingFIT Financial (BFF). Her mission is to help people gain and maintain optimal financial fitness — and to support living with overall wellness and intention. Her firm offers programs for all stages of wealth, and allows clients to choose the program that best matches their personality and competencies. Financial Planning is the core service, along with Investment Management and Tax Preparation. BFF also hosts Wealth and Wellness Events. Prior to creating BeingFIT Financial, Kerry spent over 15 years working for large financial firms, during which time she specialized in insurance, retirement products, investments, and financial planning. Kerry’s most valuable experience came from her work as a Financial Planning Consultant to financial advisors across the country, serving a variety of markets and planning needs. While she gained valuable professional experience and perspective - personally Kerry grew very overwhelmed and stressed trying to balance all the elements of day-to-day existence. She discovered how HARD it is to work full-time, advance a career, AND be a good mom. What unfortunately happened is that all the healthy habits (and social life) that she cherished from her 20’s, living beach-side in Southern California — like hitting the gym, good nutrition, yoga, practicing mindfulness — all went out the window. Now, she is dedicated again to nurturing her whole self, and has created BeingFIT Financial with the intention to help other like-minded and ambitious people on their path to optimal wellness. BFF’s Financial Planning Philosophies are: 1. Your Why and Values before your Numbers. 2. Guidance on ALL aspects of your Financial Life. 3. Freedom to use (or don’t) our Investment Management options. 4. Compassionate and Judgement Free Zone. Financial Planning Fitness programs are available as short-term engagements and designed for entry-level planning needs. BeingFIT Personal Advisory Services are for busy professionals, who desire a long-term Financial “Co-Pilot”, and include financial planning, investment management, and tax preparation for a monthly (or quarterly) flat-fee. Additionally, Game-Plans are an option for special financial goals, or occasional professional assessments for DIY individuals. Plus, through events and communication, BFF supports financial wellness as well as additional dimensions - by showcasing experts and tips in areas such as physical, emotional, social, intellectual, spiritual, occupational, and environmental wellness. When she is not working, Kerry is spending time with her 9 year old daughter, at the hockey rink, lifting weights or practicing yoga.

Jeremiah Figueroa is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. Jeremiah provides guidance on a range of financial topics including general investing, retirement planning, and emergency savings. He also facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Jeremiah holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from the Massachusetts College of Liberal Arts. He values building relationships with clients to deliver ongoing advice tailored to their evolving needs. Outside of his professional work, Jeremiah is involved with Awakening Church.

Erik Pelletier is a Financial Advisor with the Carcieri & Bock Group at Merrill Lynch Wealth Management, operating out of Providence, Rhode Island. He draws on his engineering background from the automotive and aerospace & defense industries to provide structured, calculated, and thoughtful financial guidance. Erik applies the analytical rigor and problem-solving skills honed as an engineer to deliver objective and tailored solutions designed to meet clients' unique financial goals. Erik holds dual Bachelor of Science degrees in Mechanical Engineering and German Language from the University of Rhode Island. He is a Chartered Financial Analyst (CFA) and a Personal Investment Advisor (PIA). His expertise spans executive compensation planning, tax-efficient strategies, strategic cash flow management, multi-generational wealth planning, and legacy preservation. He works closely with successful individuals and families, particularly those in science, technology, healthcare, and athletics, providing insightful guidance and transparent feedback in sophisticated investment management. Aside from his professional focus, Erik has extensive international experience, having lived in Germany and Mexico. He remains active in professional and cultural organizations, including the CFA Society of Providence, the German American Business Council of Boston, and the Tau Beta Pi Central Connecticut Engineering Honor Society. His personal interests include cooking, golf, ice hockey, rock climbing, traveling, and spending time with his family.