RPG Family Wealth Advisory, LLC

Ryan Kolden is a financial advisor with RPG Family Wealth Advisory, LLC and holds a Series 65 designation. He has two years of industry experience, including prior roles at HK Financial and a 13-year career in the U.S. Navy. Outside of his advisory work, he is involved with Mortgage Free Life, assisting clients with mortgage paydown strategies, and offers tax credit opportunities to clients. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented investment approach using both fundamental and technical analysis, constructing portfolios from various asset classes and utilizing sub-advisors and managed account programs.

Mitchell Goldfeld is a financial advisor with RPG Family Wealth Advisory, LLC in Burlington, MA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with RPG Family Wealth Advisory since 2015. Outside of his advisory role, he serves as chairman of the North Shore Jazz Project and is on the board of advisors for Save Serve, both non-investment-related activities. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis, offering portfolio management that includes equities, fixed income, mutual funds, ETFs, and alternative investments.

Meaghan Keeven is a financial advisor with RPG Family Wealth Advisory, LLC, holding a Series 66 designation and five years of industry experience. She previously worked at Synergy Wealth Solutions, MML Investors Services, LLC, and Mass Mutual Life Insurance Co. Meaghan is also a partner in 925 Syndicate, a venture focused on tax mitigation strategies. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis, with portfolios that include equities, fixed income, mutual funds, ETFs, and alternative investments.

Timothy Smith is a financial advisor at RPg Family Wealth Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Calvary Community Church and the Christina Grimmie Foundation. Outside of his advisory role, Timothy is also an insurance agent with Freedom Financial. RPg Family Wealth Advisory offers customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented investment approach with a long-term focus, utilizing both fundamental and technical analysis and a range of investment vehicles including equities, fixed income, mutual funds, ETFs, and alternative investments.

Ryan Bennett is a financial advisor with RPG Family Wealth Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Freedom Financial LLC, First Heartland Capital Inc, Transamerica Financial Advisors, and World Financial Group. Outside of advisory work, he operates a hobby business selling trading cards on eBay with his son. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis, constructing diversified portfolios that may include equities, fixed income, mutual funds, ETFs, and alternative investments.

Matthew Evans is a financial advisor with RPg Family Wealth Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes over two decades at First Heartland Capital and roles at Solae Group, LLC, and Mortgage Free Life, LLC, where he is involved in insurance sales and agent training. RPg Family Wealth Advisory offers customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented investment approach combining fundamental and technical analysis, with portfolios constructed from equities, fixed income, mutual funds, ETFs, and alternative investments, and utilizes managed account programs and sub-advisors to implement strategies.

Juan Donabedian is a Series 66 credentialed financial advisor with 16 years of industry experience. He has been with RPG Family Wealth Advisory, LLC since 2015. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented investment approach with a long-term focus, utilizing both fundamental and technical analysis to manage portfolios consisting of equities, fixed income, mutual funds, ETFs, and alternative investments.

John Edwardh is a financial advisor at RPG Family Wealth Advisory, LLC with a Series 65 credential. He has been with RPG Family Wealth Advisory since 2025 and has prior experience at ECHL and Risk Paradigm Group Holdings. Before entering the financial advisory field, he worked in various roles including at the University of Massachusetts Lowell and in sports-related activities such as Driscoll Skating and Skills. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented investment approach with a long-term focus, utilizing both fundamental and technical analysis, and offers diversified portfolios including equities, fixed income, mutual funds, ETFs, and alternative investments.

Lamar Breshears is a financial advisor with RPg Family Wealth Advisory, LLC, holding a Series 66 designation and 18 years of industry experience. He has held roles at several firms, including The Leaders Group, Inc., Horter Investment Management, and Alpine Capital Management. Outside of his advisory work, he serves as president of a heavy construction equipment rental company and is a board member of Mortgage Free Life, where he trains agents on life insurance illustrations. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis, constructing portfolios from a range of asset classes and employing third-party sub-advisors when appropriate.

William Eaton is a financial advisor at RPG Family Wealth Advisory, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RPG Family Wealth Advisory since 2015. Eaton serves as a board member and investment committee member for the North Shore United Way. RPG Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis and constructs portfolios with a variety of asset types, including equities, fixed income, mutual funds, ETFs, and alternative investments.

Sharon Consoli is a financial advisor with RPG Family Wealth Advisory, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at First Heartland Capital Inc and Transamerica Financial Advisors, Inc. She serves as Treasurer on the board of the Liberty Hill Voters Association, a local political action committee. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented investment approach combining fundamental and technical analysis, offering portfolio management that includes individual equities, fixed income, mutual funds, ETFs, and alternative investments.