Joel Roberts is a CFP® and Series 65-licensed financial advisor with over 16 years of industry experience. He is currently the sole advisor at Brescor Wealth Advisory, where he has worked since 2024. His prior experience includes roles at Aurora Management Services LLC and J.P. Marvel Wealth Management. Brescor Wealth Advisory is an investment management firm serving pooled investment vehicles, institutional clients, individuals, trusts, foundations, and family offices. The firm offers discretionary asset management with a long-term focus, supplemented by financial planning, personal finance coaching, and public financial education seminars.

Michael O'Keeffe is a financial advisor at MOK Financial Planning & Tax, Inc. with 20 years of industry experience. He holds a Personal Financial Specialist (PFS™) designation and a Series 65 license. Prior to founding his current firm in 2017, he worked at Oakdale Wealth Management for 12 years. He is also a CPA registered in Maryland and provides tax preparation and bookkeeping services. MOK Financial Planning & Tax, Inc. offers discretionary portfolio management primarily for individuals, trusts, and estates, with additional consulting services including bookkeeping and investment analysis. The firm combines tax preparation with financial planning and constructs customized portfolios tailored to client objectives and risk tolerance, utilizing a range of investment instruments and strategies.

Theodore Wolfstich is a CFP® with 19 years of industry experience and has been principal of Wolfstich Capital, LLC since 2008. He serves as a board member of the Medfield Lions Club, a charitable organization. Wolfstich Capital, LLC is an independent firm providing fee-only financial planning and discretionary wealth management to individuals, high-net-worth clients, and charitable organizations. The firm customizes investment policies and portfolio construction using fundamental analysis and strategic asset allocation, managing accounts on a discretionary basis with periodic reviews and the option to delegate portfolio management to sub-advisors.

William Curtin is the sole advisor at Curtin Financial Management, Inc. in Wellesley, MA. He holds the CFP® designation and Series 65 license and has 22 years of industry experience. He has led Curtin Financial Management since 2003. Curtin Financial Management, Inc. is an independent, state-registered advisory firm providing discretionary portfolio management to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm applies modern portfolio theory and academic research to construct diversified portfolios primarily through mutual funds and ETFs, managing approximately $73.9 million across about 25 accounts.

Fermo Bianchi is the sole advisor at Fabco Investment Advisors, LLC, holding a Series 65 designation with 15 years of industry experience. He has led Fabco Investment Advisors since 2010 and also provides individual and fiduciary income tax preparation services outside of his advisory role. Fabco Investment Advisors offers portfolio management, financial planning, and optional tax preparation services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes individualized investment profiles with a long-term strategy, managing over $100 million in discretionary assets while coordinating with clients’ estate attorneys and addressing real estate and college-planning needs.

Peter Foley is a CFP® and ChFC® with over 20 years of experience in financial advising. He has operated Fourthpoint Advisors in Wellesley, MA since 2005. In addition to his advisory work, Foley is a licensed insurance broker in multiple states, including Massachusetts. Fourthpoint Advisors serves a select group of individual and family clients, along with employer organizations and nonprofit plan sponsors, offering financial planning, portfolio management, and retirement-plan consulting. The firm provides both non-discretionary and discretionary investment solutions and maintains a distinct insurance brokerage practice.

David Rosen is the principal of Rosen Investment Management LLC in Needham, MA, holding a Series 65 credential with 12 years of industry experience. He has been with Rosen Investment Management since 2013 and also practices law at Rosen Law Group. Rosen provides legal services separately from his advisory role. Rosen Investment Management offers investment advisory services to individuals and high-net-worth clients by recommending allocation models and coordinating with an unaffiliated adviser, Matson Money, to implement and monitor portfolios. The firm’s process is based on modern portfolio theory and tailored asset allocation, without discretionary trading authority or custody of client assets.

Marc Silk is a financial advisor at Silk Investment Advisors in Medfield, MA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at C. Silk And Sons since 2011 and has been associated with Delta Equity Services Corporation since 1998. Silk Investment Advisors provides discretionary portfolio management to individuals, high-net-worth clients, trusts, pension plans, and various business entities through separately managed accounts. The firm employs a long-term, patient Cash Rich Fallen Angel (CRFA) strategy focused on small and micro-cap securities, including non-U.S. issuers, and is notable for its concentrated positions and emphasis on balance-sheet analysis and turnaround prospects.

Stephen Lanczycki is a financial advisor at Value Financial Partners LLC with a Series 65 designation. He has experience at firms including Sun Life Financial and John Hancock, and currently holds a senior actuarial and finance governance role at Sun Life Financial. Value Financial Partners LLC is a newly registered investment adviser offering discretionary asset management and optional financial planning. The firm generally serves individuals, high-net-worth clients, trusts, small businesses, and estates, employing a passive, buy-and-hold investment approach grounded in modern portfolio theory.