Jeremiah Kennedy

William Hurst is a financial advisor at Momentum Investment Research and Management, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity and Fidelity Brokerage Services, LLC. Momentum Investment Research and Management, LLC provides discretionary portfolio management and subadvisory services primarily to other advisers, as well as financial planning and account management for individual and high-net-worth clients. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, focusing on equity-oriented, long-term trading strategies and operates with discretionary trading authority.

Anthony Chen is an independent financial advisor at Honorable Financial Services, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked concurrently at ClearCost Health since 2014, where he serves as a quality assurance manager developing healthcare software. Prior to and during this time, he has also been associated with Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Honorable Financial Services is a small, state-registered independent advisory firm serving primarily individual clients, especially lower- to middle-income individuals and families. The firm offers discretionary portfolio management and ongoing financial planning focused on retirement and life transitions, utilizing a long-term, passive ETF asset-allocation strategy implemented through the Betterment platform.

Scott Stratton is the sole advisor at Stratton Capital Management, LLC, an independent firm based in Bedford, NH. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. In addition to his advisory work, Stratton has been employed as a pilot for Federal Express Corporation since 1987 and is affiliated with the Airline Pilots Association International. Stratton Capital Management provides discretionary investment supervisory services to individual and high-net-worth clients, managing portfolios that include mutual funds, equities, bonds, ETFs, REITs, and government securities. The firm employs a combination of charting, fundamental, technical, and cyclical analysis, using both long-term and short-term trading strategies, and manages all assets in-house with a small client base.

Scott Sullivan is a financial advisor at Bay Point Financial, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Inc., Independent Advisers Group Corp., New England Securities, and Parks-Tuttle Financial. Outside of advising, he sells life, disability, health, and long-term care insurance through multiple carriers and serves as a corporator for Franklin Savings Bank. Bay Point Financial serves individual clients, retirement plans, trusts, and other entities by providing financial planning, retirement plan consulting, and portfolio management primarily through recommending third-party advisory programs and money managers. The firm emphasizes asset allocation, diversification, and Modern Portfolio Theory, using passive index funds and ETFs as core holdings, and operates a primarily non-discretionary, referral-based model.

Elizabeth Evans is a financial advisor at Cayena Capital Management, LLC with 16 years of industry experience. She has previously worked at Curbstone Financial Management Corporation and Fidelity Brokerage Services LLC. In addition to her advisory role, Evans consults for the Morgan Franklin Fellowship Foundation, developing financial literacy curriculum, and serves as a business advisor and underwriter at the Regional Economic Development Center. Cayena Capital Management serves individuals and families by providing comprehensive and modular financial planning, limited consulting, and non-discretionary investment consulting. The firm focuses on fundamental analysis, historical data review, risk profiling, and asset allocation principles, operating on an hourly or engagement basis without managing client accounts or placing trades.

Robert Creegan Jr. is a CFP® professional with 25 years of industry experience. He has been with Creegan & Nassoura Financial Group, LLC since 2000 and was previously with Creegan & Associates, LLC. The firm is an SEC-registered, fee-only investment adviser providing discretionary portfolio management and financial planning to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. It emphasizes balance and diversification, tailoring portfolios to clients’ risk tolerances and objectives through fundamental and technical analysis, with a range of investment strategies including equities, fixed income, and options.