Justin O Try

Kurt Jamiel is the principal advisor at Income Associates, an independent firm based in Barrington, RI. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at Cetera and Summit Financial Group. Outside of advising, he owns and operates Quiet Keeper LLC, a sales and service business. Income Associates provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and businesses. The firm emphasizes client-specific, discretionary investment strategies using a mix of fundamental, technical, and quantitative analysis, often implementing third-party model portfolios and sub-advisors while offering ERISA 3(21) fiduciary services for employer-sponsored retirement plans.

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.

Steven Antunes is a CFP® professional with six years of experience in financial advisory roles. He is the sole advisor at GrowthFocus Wealth Management LLC in Swansea, MA, where he has worked since 2020. His prior experience includes positions at CITIZENS Bank and SK Wealth Management, LLC. GrowthFocus Wealth Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients. The firm employs a long-term, fundamental analysis approach using primarily low-cost, diversified mutual funds and ETFs, with portfolios customized to client goals and risk tolerance.

Abel Pizarro Jr. is a financial advisor at Pizarro Advisors with Series 65 and Series 63 credentials and two years of industry experience. His prior roles include work at New Leaf, PFS Investments Inc., and Primerica Financial Services. Pizarro Advisors is a state-registered investment adviser offering financial planning, business consulting, and wealth management services to individuals, companies, and other advisers. The firm focuses on strategic asset allocation informed by fundamental and macroeconomic analysis, tailoring portfolios to client objectives, risk tolerance, and tax considerations.

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.

Gabriel Alvarez is a financial advisor at Alvarez & Associates Financial with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fidelity Investments for three years. Outside of advising, he spends part of his time driving for a rideshare service. Alvarez & Associates Financial is an independent, fee-only registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers both comprehensive and project-based financial planning and uses a blend of active and passive strategies with fundamental, technical, and cyclical analysis to manage client portfolios.