Robert Courtney Clower

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.

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.

John Tympanick is a Series 65-licensed financial advisor with 28 years of industry experience. He is the principal of Global Vision Financial Services, an independent firm he founded in 2019. Previously, he worked for Hospitality Mutual Insurance Company for 12 years. In addition to his advisory roles, Tympanick serves as a member of the investment committee for the Massachusetts Medical Malpractice Reinsurance Plan and acts as a hearing officer for the Massachusetts Board of Bar Overseers. Global Vision Financial Services provides investment management and financial planning to individuals, business entities, trusts, pensions, and profit-sharing plans. The firm combines investment advisory services with accounting, tax preparation, and business consulting, applying a tax-aware, ETF-focused investment approach tailored to client-specific policies.

John Williams is a CFP®-certified financial advisor with over 21 years of industry experience. He has been with Burr & Company, LLC since 2006. The firm serves individual and trust clients by providing investment management and integrated financial planning, using a long-term, buy-and-hold investment approach focused on dividend-oriented equities and tailored fixed-income allocations. Burr & Company generally operates on a non-discretionary basis, requiring client approval prior to trade execution.