Carey Roebuck is the sole advisor at Carey S. Roebuck Financial Services, LLC, an independent firm based in Brewster, MA. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Roebuck has operated his own advisory firm since 2015. The firm provides portfolio management and investment advice to individuals, corporations, businesses, and high-net-worth clients, managing approximately $5.54 million in assets across 36 discretionary accounts. Its investment approach combines charting, fundamental, technical, and cyclical analysis, utilizing strategies such as long- and short-term purchases, active trading, option writing, and investments in ETFs and ETNs.

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 Series 65-licensed financial advisor with 27 years of industry experience. He is the principal of Global Vision Financial Services, an independent firm he has led since 2019. Prior to this, he worked for Hospitality Mutual Insurance Company for 12 years and has been involved with JWT Investment & Tax Consultants for over 28 years. He 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 provides investment management and financial planning based on modern portfolio theory, alongside accounting, tax, and business consulting services. The firm serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, implementing diversified portfolios with low-cost ETFs, tax-loss harvesting, and regular portfolio monitoring.

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.

Harry Bower is the sole advisor at Harry S. Bower, LLC, an independent firm based in Dennis, MA. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 17 years of industry experience. He has led his firm since 2006. Harry S. Bower, LLC provides non-discretionary investment consulting to individuals, trusts, estates, and charitable organizations, focusing on portfolio construction, equity market conditions, and asset allocation. The firm emphasizes large-cap domestic and international equities and investment-grade fixed income, and advises on complex strategies such as options and derivatives without discretionary trading authority.

Harold Tincher is a financial advisor with Wharton Financial Group, holding a Series 63 designation and over 32 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and Cambridge Investment Research, Inc. since 2010, while maintaining a long tenure at Wharton Financial Group since 1995. Outside of advisory work, he is also an independent insurance agent and a licensed notary. Wharton Financial Group provides estate-planning and advisory services to retired or soon-to-be-retired individuals, corporations, and pension plan sponsors. The firm focuses on estate plan design and client relationships with third-party investment managers, offering asset-allocation guidance, client education, and periodic account reviews rather than discretionary portfolio management.

Christopher Nichols is the principal advisor at Nichols Investment Advisory Services with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his independent advisory firm since 1993. Nichols Investment Advisory Services serves professionals, retirees, business owners, trusts, pension plans, and small businesses by providing portfolio management, retirement and pension planning, and assistance with estate planning and trusts. The firm employs modern portfolio theory to construct diversified portfolios tailored to clients' time horizons and risk tolerance, incorporates tactical asset shifts based on economic conditions, and offers pension consulting and plan implementation services for small employers.

James Shannon is a CFA® charterholder with 11 years of industry experience. He is the sole advisor at Shannon Investment Management, an independent firm based in Falmouth, MA. Prior to founding his firm, he has been affiliated with SoFi Securities LLC and Social Finance, Inc. since 2012. Shannon Investment Management provides fee-only, discretionary investment management and ongoing investment guidance to individuals, families, trusts, businesses, and nonprofit entities. The firm primarily utilizes passively managed exchange-traded funds, applying principles from modern portfolio theory and market-efficiency research to build diversified portfolios with strategic and tactical asset allocation.

Margaret Mcnabb is a CFP® professional with 32 years of industry experience, serving as the sole advisor at Portfolios Boston since 1994. She holds a Series 63 license and operates out of Dennis, MA. Portfolios Boston is an independent firm providing fee-only investment management and occasional hourly consulting primarily to individuals and personal trusts who are retired or approaching retirement. The firm constructs tailored portfolios using fundamental analysis, blending individual securities and managed investments to align with clients’ risk tolerance and income needs.

Mikhail Kabalin is a financial advisor at LendingRobot with a Series 65 credential and three years of industry experience. He has previously worked at Finam for ten years and at Lime Advisory Corp for one year. He is based in South Yarmouth, MA. Lend Academy Investments, doing business as LendingRobot and NSR Invest, provides discretionary and non-discretionary investment advice to private U.S. funds, institutional investors, financial advisors, family offices, and individual clients. The firm utilizes proprietary credit-pricing and loan-selection algorithms to allocate capital to loans on online marketplaces, offering managed and non-discretionary investment services through technology-driven platforms.

Katherine Horgan is a financial advisor at Heritage Wealth Management with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Coastal Investment Advisors, Inc. and Coastal Equities, Inc. prior to her current role. She has been with Heritage Wealth Management since 2011. Heritage Wealth Management serves individual clients, including high-net-worth individuals, and charitable organizations, providing discretionary portfolio management, financial consulting, and retirement plan consulting for small businesses. The firm employs proprietary asset-allocation strategies and emphasizes individual security selection with attention to liquidity, concentration, and tax implications.

Susan Roman is a CFP® with 12 years of industry experience, currently serving as an advisor at Roman Retirement Planning, LLC since 2018. Her prior roles include positions at Strategic Planning Group, Inc., Cutter Financial Group, LLC, and Precision Capital Management. She is also a licensed attorney who does not practice law and is licensed to produce life insurance products. Roman Retirement Planning serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing portfolio management, financial planning, and pension consulting. The firm employs a mix of long-term trading and various analysis methods to tailor portfolios and utilizes third-party managers and automated advisory platforms for investment management.

Humam Sirhal is a financial advisor with Washington Financial Group, Inc. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. Prior to joining Washington Financial Group in 2021, he worked at Cadaret, Grant & Co., Inc. for 24 years. Outside of advising, he is involved in civil engineering and insurance sales. Washington Financial Group serves individual clients and trust accounts, offering discretionary portfolio management, financial and estate planning, and insurance products. The firm employs a dynamic asset-allocation approach and uses detailed manager performance metrics in its investment process.

Jeffrey Cutter is a financial advisor with Cutter Financial Group LLC in Falmouth, MA, holding the PFS™ and Series 66 designations and having 19 years of industry experience. He has worked at Cutter Financial Group since 2006 and Precision Capital Management since 2015. Outside of advisory roles, he is involved in insurance and financial product sales through independent contracting arrangements. Cutter Financial Group provides investment advisory and planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a risk-first investment approach focused on retirement income needs and offers portfolio management primarily through mutual funds, with additional services including income, legacy, risk management, and advanced tax planning.

Ethan Kapsambelis is a financial advisor at Cutter Financial Group LLC with four years of industry experience. He holds a Series 66 designation and has worked at Cutter Financial Group since 2022 and Wood Wealth Group since 2021. Outside of finance, he is involved in Lewis & Weldon Custom Cabinetry LLC as an inside project manager, where he collaborates on developing a CRM system to improve project management efficiency. Cutter Financial Group provides investment advisory and planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm uses a risk-first investment approach focused on retirement income needs and manages approximately $214.7 million for about 522 clients.

Jennifer Farrington is a Series 65-licensed advisor with Cutter Financial Group LLC, where she has worked since 2018. She has seven years of industry experience and also serves as the Associate Director of Regulatory Affairs for Associates of Cape Cod, Inc., a consulting role she has held since 2005. Cutter Financial Group provides investment advisory and planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a risk-first investment approach focused on retirement income needs and offers services including income planning, legacy planning, risk management, and portfolio management.