Michelle Morris is a CFP® and Series 65 credentialed financial advisor with 14 years of industry experience. She is the principal of Brio Financial Planning in Quincy, MA, and has worked as a tax specialist at Leo J. Hart III since 2009. Brio Financial Planning is an independent, fee-only firm serving individuals and families with holistic financial planning and portfolio management. The firm focuses on goals-based planning, offering services such as tax preparation and typically managing assets on a non-discretionary basis with fixed retainer fees rather than percentage-of-AUM charges.

I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.

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.

Adam Hark is the president of Wellesley Hills Capital in Newton, MA, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including PCF Capital Markets LLC and Preston Todd Advisors, Inc. He also maintains roles in related Wellesley Hills entities. Wellesley Hills Capital provides discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis, emphasizing low-cost exchange-traded funds alongside individual stocks, bonds, and options, with services offered both on a discretionary basis and through hourly consulting engagements.

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.

David Kopack is a financial advisor with Boston Investment Trust Management, Inc. in Bridgewater, MA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Boston Investment Trust Management since 2006. Boston Investment Trust Management provides discretionary portfolio management, written financial planning, and consulting services to individuals, including high-net-worth clients, and business clients. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to develop individualized investment policies and manages a diverse range of securities, including oil and gas partnership interests, serving both U.S. and notable non-U.S. clients.

Kevin Williams is a CFP® professional with 10 years of industry experience, currently operating as the sole advisor at Full Life Financial Planning in Pembroke, MA. His prior experience includes roles at Lincoln Investment and Damon & Associates, Inc. He serves as Treasurer/Clerk for the Financial Planning Association of Massachusetts in a volunteer capacity. Full Life Financial Planning offers wealth management, comprehensive financial planning, and tax preparation services to individuals, high-net-worth clients, and businesses. The firm employs a fee-only model and integrates passive and active investment strategies aligned with client objectives, providing personalized service with a focus on tax-aware financial planning.

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.