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.

My Philosophy on Money While there is plenty of academic research that suggests money doesn’t make you happy once your basic needs are met, I do think it has a lot of potential to make you unhappy no matter how much you have. I, therefore, seek first and foremost to use money as a tool for achieving equanimity and peace of mind for my clients. My goal is not to help you maximize your net worth or income but instead to help you think through your values and act accordingly. Money, when handled correctly, can be an incredible tool for reducing stress, achieving a feeling of security for you and your family and giving you the freedom to pursue your dreams. My hope is that I can be a coach and guide to help you along that path. My Qualifications Other than your health, your money is perhaps the most personal and impactful area of your life. Just like with your doctor, trust is crucial. So why should you trust me to know what I’m doing? Here are a few of the things that I’ve done that have prepared me to handle your money with care and expertise. - I have nearly two decades of experience in financial services at multiple well-known firms, including Fidelity Investments, Charles Schwab and Goldman Sachs. - I have earned the well-regarded Chartered Financial Analyst (CFA) designation. If you’re unfamiliar with the CFA you can read more about it on the CFA Institute website, but the following is a brief excerpt: “The CFA designation is one of the most respected and recognized investment management designations in the world. To earn the charter, candidates must pass all three levels of the exam, which is considered to be the most rigorous exam in the investment profession … Less than one in five candidates who begin the program end up finishing … Candidates study approximately 1,000 hours on average to master 8,500 pages of curriculum. The CFA Program curriculum includes ethical and professional standards; financial reporting and analysis; corporate finance; economics; quantitative methods; equity; fixed income; alternative investments; derivatives; portfolio management; and wealth planning.” - I have an MBA in Finance from the Wharton School at the University of Pennsylvania, ranked by Forbes Magazine as the #1 MBA program in the country and by US News and Bloomberg BusinessWeek as among the top 3. On a personal note I live with my wife and two young children in Boston, Massachusetts where I enjoy spending as much time as possible outside with my family and appreciating everything the city has to offer. I’ve run nearly a dozen marathons, including a personal best of just under 2 hours 55 minutes at the 2017 Boston Marathon. In my spare time I love to learn about anything and everything and am an avid reader of books of all types.

Kerry started BeingFIT because she felt financial services for everyday families were lacking at best, filled with conflict of interest at worst, and more importantly missing the big picture. She knew she could do better and decided to create a modern financial services firm for everyday families looking for a family office like experience. Prior to BeingFIT, Kerry spent over 15 years working for large financial firms, specializing in retirement, investments, cash flow, insurance, business, estate, employee benefits, and tax. She served as a Financial Planning Consultant to financial advisors, where she created and reviewed thousands of financial plans for optimal strategies and integrity. Kerry also provided financial education and consulting to financial advisors located at various institutions across the country. Now Kerry focuses her energy on providing her clients with holistic financial planning and tax advice, and educating the public in areas such as strategies for tax allocation and investment strategy, equity compensation planning, and real estate investing. Kerry is also a fitness advocate and loves meeting new people and learning about their money stories and fitness journeys. Outside of her professional work, you may find Kerry enjoying life with her 14 year old daughter, camping or cruising in their Jeep, traveling to fun locations, at the hockey rink watching her daughter play, lifting weights, or practicing yoga. Kerry’s 5 top values in life are family, health, independence, honesty, and meaningful work.

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.

Gary Ferreira is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2004, he has dedicated over 38 years to providing financial advice and wealth management services to high net worth families, corporate executives, business owners, family foundations, and non-profit organizations. His approach includes developing customized financial strategies focused on wealth preservation, growth, and transfer, while collaborating closely with clients' tax and legal advisors. Gary holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor® (CRPC®), CERTIFIED PRIVATE WEALTH ADVISOR® (CPWA®), and Chartered Advisor in Philanthropy® (CAP®). He earned a Bachelor of Arts degree in Mathematics from Boston College in 1984 and remains active in the Boston College Alumni Community. His client focus areas encompass college education planning, family wealth management strategies, liquidity management, retirement planning, philanthropic planning, portfolio management, and personalized wealth approaches for women. Beyond his professional work, Gary volunteers with community organizations and supports children's causes such as St. Jude's Children's Hospital and Shriners Hospitals for Children. He enjoys activities including cooking, fishing, football, and yoga.

Ryan Boland is the Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2021. In this capacity, he works as part of a team to assist individuals and families in pursuing their financial goals through thoughtful and customized planning strategies. His approach involves building deep and enduring relationships with clients to understand their priorities and utilize the resources and specialists available at Fidelity Investments. Prior to his current position, Ryan held various roles within Fidelity Charitable, including Vice President of National Corporate & Executive Giving from 2019 to 2021, Vice President and Charitable Planning Consultant from 2017 to 2019, and Director and Vice President of the Complex Assets Group from 2011 to 2017. Before joining Fidelity, he practiced as an attorney specializing in Trust & Estates and Real Estate at Taylor, Ganson & Perrin, LLP from 2001 to 2011. Outside of his professional work, Ryan has interests in art, golf, painting, and tennis.

Nicholas Blanchette is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He partners with clients to understand their financial goals and helps develop customized financial plans utilizing the resources provided by Fidelity. Nicholas has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 2013, including Investment Consultant, Financial Representative II, Regional Investment Consultant, and Inside Sales Representative. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones and as an Account Executive at NSM Securities. Outside of his professional life, Nicholas has interests in beach activities, golf, music, and caring for pets.

Zoe Ganglani is a Financial Consultant at Fidelity Investments, where she has worked since 2006. She has been with Fidelity for over 20 years, serving in various roles including Investments Consultant and Financial Representative prior to her current position. Zoe specializes in working with families to navigate the complexities of financial planning. She focuses on wealth planning, helping clients create and execute strategies to grow, protect, and maintain their wealth. Her role involves educating clients and supporting them in working towards their financial goals. She holds a California Insurance License. Additional details regarding her education or personal interests were not provided.