Robert Foster Jr. is the sole advisor at Plain Talk Financial Planning, LLC, holding a Series 65 designation and beginning his advisory career in 2024. He has worked at Nokia since 1984 as a Technical Support Engineer, a role that occupies the majority of his time. Plain Talk Financial Planning, LLC is a fee-only, state-registered investment adviser serving individuals and high-net-worth clients with investment management and financial planning services. The firm uses asset allocation principles and a combination of passive and active strategies, often incorporating third-party model portfolios and outside managers to implement advice.

Diane Pappas is a financial advisor at Solutions For Divorce in Gloucester, MA, with 10 years of industry experience. She holds a Series 65 designation and has focused her career exclusively at Solutions For Divorce since 2013. The firm specializes in divorce-focused financial planning and consulting, providing detailed analyses related to cash flow, support, taxation, and division of retirement assets. Solutions For Divorce does not offer ongoing asset management but delivers tailored written plans and refers clients to outside investment professionals for implementation.

Robert Salzer is a financial advisor with NAV Wealth Management LLC in Amesbury, MA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has led NAV Wealth Management since 2014. Outside of advisory work, he serves as president of the Woburn High School Scholarship Fund and is a trustee of The Tidd Home Inc., overseeing its portfolio. NAV Wealth Management LLC provides discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs modern portfolio theory and a long-term trading approach, tailoring portfolios to client risk tolerance and time horizon, and is notable for its client mix that includes charitable and corporate clients.

Roger Blundell is the sole advisor at New England Tactical Investments LLC, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, Freedom, and Interstate Arms. New England Tactical Investments LLC provides discretionary portfolio management and investment advice to individual and high-net-worth clients, employing a tactical approach that integrates technical and cyclical analysis with modern portfolio theory across various asset classes.

Patrick Mc Coy is a financial advisor with Main Street Financial Advisory LLC, holding a Series 65 designation and 24 years of industry experience. His prior roles include positions at The Financial Advisors and Lowell, Blake & Associates, Inc. Outside of finance, he serves as an Implant System Ambassador for Integrum, LLC, assisting candidates and representing the company publicly. Main Street Financial Advisory LLC provides portfolio management and comprehensive financial planning to individual and high-net-worth clients as well as charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative analysis with a long-term trading orientation, managing both discretionary and non-discretionary accounts.

Steven Stanganelli is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Clear View Wealth Advisors, LLC since 2010, serving as the sole advisor at the independent firm based in Amesbury, MA. Clear View Wealth Advisors, LLC provides financial planning, investment management, and tax preparation services to individuals, families, trusts, estates, and business entities. The firm employs a combination of strategic, index-based allocations with tactical overlays and risk controls, utilizing low-cost ETFs alongside selected active and alternative investments.

Kevin Delaney is a financial advisor with KD Wealth Management LLC in Hampton, NH. He holds the Series 63 and Series 66 designations and has 18 years of industry experience. Prior to founding KD Wealth Management in 2020, he worked at Apollo Financial Group and Fidelity Investments. KD Wealth Management provides personalized investment management and financial planning to individuals, high-net-worth clients, and businesses. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental analysis, and offers services including third-party manager selection and portfolio supervision.

For years Quentara was the unexpected primary caregiver for her father who was diagnosed with Alzheimers. During his transition she continued to work, buy a house, get married, and start a family. She founded Powwow with the intent of helping other families prioritize their goals that are often neglected due to the in-the-moment demands of kids and aging parents. Powwow is fee-for-service, meaning a family's net worth, relationships, goals, and concerns are discussed and illustrated without the need to invest assets or purchase product. If you have questions related to every day goals, elder care transition, and kids you've come to the right place. Quentara has been featured in numerous publications, including NerdWallet, CBS MoneyWatch, and Financial Planning Magazine. She has also been invited to present on financial planning and elder care topics throughout Massachusetts. Follow her on social media and reach out to schedule a free consultation.

Daniel Pimental is a financial advisor at Alignment Financial Group with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors from 2015 to 2021. Alignment Financial Group primarily serves institutional plan sponsors and pooled investment vehicles, focusing on pension consulting and advisory services. The firm uses a tactical allocation approach across various asset classes and also manages a digital currency fund as general partner and investment manager.

Susan Parigian is a CFP® with 24 years of experience and is affiliated with Geld Financial Advisors, Inc. She has worked at Saba, Colman & Hunt, P.C., a certified public accounting firm, since 1994, where her principal duties include tax preparation, tax research, and accounting services. Geld Financial Advisors, Inc. primarily serves high-net-worth individuals by facilitating referrals to independent registered investment advisers and custodians for portfolio management. The firm does not manage client assets or provide direct advisory services but focuses on assessing client needs and coordinating introductions.

Patricia Rosen is a CFP® professional with seven years of industry experience, currently serving as the sole advisor at Access Financial Planning, LLC in Newburyport, MA. She previously worked at LPL Financial LLC and has nearly a decade of experience with her current firm. Access Financial Planning, LLC provides fee-only financial planning and discretionary investment management to individuals, families, and small businesses. The firm offers comprehensive planning services and constructs portfolios tailored to client objectives using a combination of passive indexing, fundamental analysis, and selective technical inputs.

Carl Boedecker is an investment advisor with Seaport Financial Planning, LLC in Rye, New Hampshire. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including roles at StoneX Securities Inc since 2019. Outside of his advisory work, he co-owns a lake house rental property. Seaport Financial Planning provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes diversified allocations for long-term capital appreciation and employs a multi-step planning process including discovery, recommended allocations, implementation, and ongoing monitoring.

Holly Colvin is a CFP® and CFA® credentialed financial advisor with 13 years of industry experience. She has been the principal of Helm Financial Planning LLC since 2015. Helm Financial Planning provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, diversification-focused investment approach grounded in modern portfolio theory and fundamental analysis, with portfolios tailored to client objectives, tax considerations, and liquidity needs.

Jason Canzano is the principal of Breakwater Asset Management, LLC, an independent firm based in Hampton, NH. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Since 2013, he has also served as a director at Preferred Home Care & Nursing Services DBA Acceleron Medical Products, where he manages and supervises business operations. Breakwater Asset Management provides discretionary investment management and fee-only financial planning to individuals, retirement plans, trusts, non-profits, and businesses. The firm employs a technical-analysis and momentum-driven investment approach, actively managing portfolios using ETFs, closed-end funds, and individual equities to adjust positioning across various time horizons.

Loretta Scarpettiscroggins is a financial advisor at Aventura Capital Management, LLC with 17 years of industry experience. She holds Series 63 and Series 65 designations and has been with Aventura since 2011. She is also involved with Scarpetti & Scroggins, LLC, a business engaged in the sale of fixed annuities, life insurance, disability insurance, and long-term care insurance. Aventura Capital Management provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as institutional and household entities. The firm employs a combination of fundamental security analysis and asset allocation with various investment strategies, offering both discretionary and non-discretionary supervisory services across multiple asset classes.

Leonard Turcotte is a financial advisor with BlueLine Advisors in Barrington, NH, holding a Series 65 credential and 13 years of industry experience. He has been with BlueLine Advisors since 2013 and also works with Wolverton-Wrexham LLC. In addition to his financial advisory roles, he has a long-standing career with American Airlines dating back to 1985. BlueLine Advisors provides fee-based investment advisory and wealth management services primarily to individual clients, including high-net-worth individuals, as well as retirement plans, trusts, estates, and business entities. The firm manages portfolios using strategic and tactical asset allocation with a focus on ETFs and mutual funds, and is notable for its sub-advisory services and consulting projects offered to other investment advisers and plan sponsors.

David Mayes is a CFP® professional with 21 years of experience in financial advising. He has worked at Mackensen & Company, Inc. since 2008 and is currently affiliated with Three Bearings Fiduciary Advisors, Inc. Three Bearings Fiduciary Advisors provides fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, municipalities, and small businesses. The firm uses a core-satellite asset allocation strategy combining passive index funds with active managers and offers specialized services including municipal investment management and tax preparation.

Peter Burkly is a CFA® charterholder with over eight years of experience in financial services. He is currently an advisor at Cove Private Wealth, LLC and previously worked at Deutsche Bank and Bank of America/US Trust. Cove Private Wealth provides portfolio management and retirement plan consulting for high-net-worth individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs a multifaceted investment process that includes fundamental, technical, and qualitative analysis along with strategic asset allocation and uses derivatives and option-writing strategies within separately managed accounts.

Robert Leonard is a CFA® charterholder with nine years of industry experience. He is the sole advisor at Simpson Investment Counsel, where he has worked since 2016. Prior to this, he was briefly with Boston Hill Advisors LLC in 2016. Simpson Investment Counsel is an independent firm providing investment management and financial advice primarily to individual clients with significant assets. The firm employs a top-down investment approach focused on macroeconomic analysis and manages portfolios on a discretionary basis with client-specific guidelines.

Robert Guy is a financial advisor with Tax & Investment Advisors in Newburyport, MA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at LPL Financial and various wealth management firms. He is active in financial education, serving as Chapter President of the American Financial Education Alliance and a member of the Society of Financial Awareness, and he writes financial education books. Tax & Investment Advisors provides discretionary asset management and financial planning primarily to individual clients, including high-net-worth households, overseeing about $97 million across roughly 228 client relationships. The firm’s investment approach incorporates fundamental analysis, Modern Portfolio Theory, and evidence-based indexing, with a structured, tax-aware planning process that includes the “Retirement Freedom Roadmap.”