Lynne Marie Clancy

Jeremy Bogle is the principal of Bogle Wealth Management, LLC, an independent firm based in Yarmouth Port, MA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, operating his own advisory practice since 2010. Bogle Wealth Management provides investment management and advisory services primarily to high-net-worth individuals, families, trusts, and estates, focusing on customized portfolios using ETFs, individual stocks, and bonds. The firm manages approximately $20.5 million on a non-discretionary, fee-only basis and integrates tax and accounting services through an affiliated Enrolled Agent.

Justin Hudock is a financial advisor at Starboard Wealth Management, LLC, an independent firm based in Marstons Mills, MA. He holds a Series 65 designation and has nine years of industry experience, including three years at Bridge Creek Capital Management LLC before joining Starboard Wealth Management in 2020. Starboard Wealth Management provides ongoing portfolio management for individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a variety of analytical methods and offers both long-term and active trading strategies, including derivatives, options, short sales, and margin transactions, tailoring allocations to client goals and risk tolerance.

Gregory Fenton is a CFP® professional with 21 years of industry experience, currently serving at Cambridge Cape Cod Advisors, LLC since 1997. He holds a Series 63 license and is based in Sandwich, Massachusetts. Cambridge Cape Cod Advisors serves retired and upper-income individuals and families, providing holistic financial planning and investment advisory services through a fee-only model. The firm focuses on comprehensive planning, including retirement, estate, and tax planning, and is notable for managing a large amount of non-discretionary assets while offering tailored investment policy statements and periodic portfolio reviews.

At Pier 42 Advisors, we understand that successful wealth planning is about more than just plugging numbers into a formula and generating a generic plan. Instead, it’s about taking the time to understand your specific needs and the “why” behind your motivations. Our goal is to serve as your trusted partner by working alongside you to incorporate your values, emotions, concerns and motivations into a tailored financial plan to guide your actions. By focusing primarily on building relationships, trust and understanding, we are better able to help you achieve your version of financial success, whatever that may be.

Joseph Williams is a CFA® charterholder with 21 years of industry experience. He is the sole advisor at J. Williams Wealth Management, LLC, an independent firm based in East Dennis, MA. In addition to his advisory work, he is a partner in a home-based bed and breakfast business, Mermaid Cottage, where he participates in hosting and managing the business. J. Williams Wealth Management provides portfolio management and investment advice to individual clients, employing a tactical asset-allocation strategy that adjusts equity and bond allocations based on market cycles. The firm consolidates clients’ accounts into a single portfolio and uses a scoring system to evaluate investments, offering both discretionary and non-discretionary services with a focus on a small client base.

John Tympanick is a financial advisor at Global Vision Financial Services with 27 years of industry experience. He holds a Series 65 designation and has worked at his current firm since 2019. Prior to this, he spent 12 years at Hospitality Mutual Insurance Company and has been a principal at JWT Investment & Tax Consultants for 28 years. Tympanick serves as a hearing officer for the Massachusetts Board of Bar Overseers and is a member of the investment committee for the Massachusetts Medical Malpractice Reinsurance Plan. Global Vision Financial Services serves individuals, pension and profit-sharing plans, trusts, estates, and business entities by providing investment management, financial planning, accounting, tax preparation, bookkeeping, and business consulting services. The firm applies a modern portfolio theory-based investment approach using low-cost ETFs and integrates licensed accounting and tax services to support business owners and plan sponsors.