Elizabeth K Souza

Earle Johnson is a financial advisor at Boselah Investments with 11 years of industry experience. He holds a Series 65 designation and has led Boselah Investments since 2014. His background includes public accounting and commercial banking. Boselah Investments provides discretionary investment management and tailored portfolio services for individuals, high-net-worth investors, businesses, and trusts. The firm employs a range of instruments and strategies, including fundamental, technical, and cyclical analysis, and conducts active trading primarily through Interactive Brokers’ platform.

Roger Saint Pierre is a Series 65-licensed financial advisor with 30 years of industry experience. He has been with Northeast Capital Management, Inc. since 1999 and also has a long-standing association with Rhs Associates dating back to 1973. Northeast Capital Management provides discretionary investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs both fundamental and technical analysis and implements client-specific portfolios using a range of strategies tailored to each client’s objectives.

Mark Nassiff Jr. is the sole advisor at Southcoast Advisory Group, Inc. in Fall River, MA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has managed Southcoast Advisory Group since 2012 and has operated Nassiff Financial since 2007. Outside of advisory services, he is also involved in real estate sales and insurance. Southcoast Advisory Group provides investment supervisory services to individual clients, creating customized Investment Policy Statements and recommending diversified portfolios. The firm employs fundamental analysis and both long- and short-term trading strategies, while allowing clients to direct brokerage and retaining no discretionary trading authority.

Andrew Mc Alarney is a financial advisor with First Due Financial LLC in Wareham, MA. He holds Series 63 and Series 66 licenses and has six years of industry experience. Outside of his advisory role, he serves as an on-call firefighter and paramedic and manages a vacation rental business through Yellow Rose Realty, LLC. First Due Financial LLC provides discretionary and non-discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm employs a range of investment strategies tailored to clients’ goals and risk tolerance and maintains a small client roster focused on higher-touch relationships.

Michael Pierre is the sole advisor at Pierre & Company LLC, an independent firm based in Marion, Massachusetts. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including seven years at Anchor Capital Advisors LLC prior to founding his current firm. Pierre & Company LLC provides separately managed portfolio services primarily to individual clients, with a subset of institutional accounts. The firm employs a long-only, low-turnover investment approach that combines broad index exposure with fundamental stock selection across all market capitalizations, and it also offers treasury-management advisory services.

South Coast Planning & Wealth Management was started on the premise that everyone should have access to personalized, quality financial planning & investment management — regardless of income or asset level. Dan has 18+ years of investment & financial planning experience working with individuals and institutions. His investment experience & financial planning expertise is what allows him to get results for both clients who are just getting started on their financial journeys, near or in retirment, and those with complex situations. He attended the University of Massachusetts and has a Master’s degree in Finance from Northeastern University. Dan is also a board member of CFA Society Providence.