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.

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.

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.

Gregory Barry is a financial advisor at Norcross Capital Management LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wellington Management Company LLP for 11 years. His current role involves managing discretionary investment portfolios for a select group of clients. Norcross Capital Management LLC provides discretionary investment management to individual and high-net-worth clients using a value-oriented, absolute-return, bottom-up approach. The firm manages diversified portfolios that may include equities, fixed income, REITs, ETFs, commodities, and cash, and does not incorporate ESG criteria or cryptocurrencies in its investment process.

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.

Douglas McClennen is the sole advisor at Douglas A. McClennen IA, an independent firm based in East Harwich, MA. He holds a Series 65 designation and has 18 years of industry experience, operating his own practice since 2006. In addition to investment advisory services, he manages stock portfolios as a trustee for various trusts and provides investment advice to multiple parties. Douglas A. McClennen IA primarily advises individuals, trusts, and endowments, and also works with groups evaluating retirement plans. The firm employs a research-driven investment approach focused on low-cost, no-load index funds, periodic rebalancing, and risk-adjusted allocation, supplemented by individual stock selections when appropriate.

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.

Mark Schiffenhaus is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Long Point Wealth Management, LLC. His prior roles include positions at Cantella & Co., Inc. and Detwiler Fenton Investment Management LLC. He is also involved in managing family LLCs. Long Point Wealth Management provides discretionary wealth management and financial planning services to individuals, trusts, and estates, managing approximately $39.9 million for 36 clients. The firm employs a long-term, diversified portfolio approach incorporating ETFs, mutual funds, individual equities, and a systematic managed-futures sleeve, with an uncommon emphasis on the explicit use of derivatives for low-correlation exposure and crisis protection.

Richard Goselin is a financial advisor at GSI Financials, LLC with two years of industry experience. He holds a Series 65 designation and has worked in financial services through his various roles at GSI Consulting and related entities since 1997. In addition to his advisory work, Mr. Goselin is the President and a certified flight instructor at GSI Corp. GSI Financials, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental, long-term investment approach using diversified portfolios of low-cost mutual funds, ETFs, individual stocks, and bonds, and offers both discretionary and non-discretionary portfolio management.

Thomas McIntyre is a CFA® charterholder with 31 years of industry experience. He is a principal at McIntyre, Freedman & Flynn Investment Advisers, Inc. and has been with Dessauer & McIntyre Asset Management, Inc. since 1989. McIntyre, Freedman & Flynn provides discretionary portfolio management and oversight to individuals, pension plans, corporations, trusts, and estates, managing approximately $148.3 million for about 69 clients. The firm employs fundamentally driven equity strategies focused on long-term growth and dividend income, offering concentrated, equity-focused portfolios with individualized account services.

Herbert Montgomery is a CFP® with 19 years of industry experience and has been with The Montgomery Financial Group, Inc. since 2006. He holds a Series 63 license and is a 50% owner of Fitz-Mont Environmental Solutions, Inc., a company that provides environmentally sound electricity, water, waste, and lighting solutions. The Montgomery Financial Group serves individual and high-net-worth clients as well as small business owners, offering discretionary investment management, financial planning, and a range of non-investment advisory services such as tax preparation and bookkeeping. The firm employs a Modern Portfolio Theory framework focusing on cost-efficient index funds and ETFs, with a significant portion of its efforts dedicated to non-investment services for individuals and small businesses.

Jonathan Ambrose is a financial advisor at The Montgomery Financial Group, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked for the Monomoy Regional School District for five years. The Montgomery Financial Group serves individual and high-net-worth clients as well as small business owners, offering discretionary investment management, financial planning, and various non-investment advisory services such as tax preparation and bookkeeping. The firm uses a Modern Portfolio Theory approach with cost-efficient index funds and ETFs, emphasizing long-term management and regular account reviews.

Douglas Sivco is a financial advisor at McIntyre, Freedman & Flynn Investment Advisers, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with the firm since 2002. McIntyre, Freedman & Flynn provides discretionary portfolio management and oversight to individuals, pension and profit-sharing plans, corporations, trusts, and estates, managing approximately $148.3 million for about 69 clients. The firm focuses on fundamentally driven equity strategies, offering concentrated, equity-focused portfolios tailored to long-term appreciation or income, with an emphasis on direct client service.

Bernard Nugent is a financial advisor with Trust Advisory Group Ltd, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He has been with Trust Advisory Group Ltd since 2010 and currently works with StoneX Securities Inc. Nugent is the sole owner and president of Investment Securities Group, an office he manages to support his advisory activities. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of approximately 30 advisors managing around $494 million in discretionary assets. The firm employs a variety of investment strategies, including proprietary models and manager-of-managers approaches, and benefits from its recent acquisition by StoneX Advisors Inc., which provides unique affiliations affecting custody and clearing services.

William Lord is a CFA® charterholder with 18 years of industry experience. He has been with Pearson Financial Services since 2007 and also serves as an estate administrator at the Law Office of Kathleen Fowler. Pearson Financial Services works with individuals and families, including trusts and estates, providing asset allocation, portfolio monitoring, and comprehensive financial planning. The firm employs a team-based approach that integrates investment, tax, and estate planning, using primarily mutual funds and index ETFs with long-term portfolio management principles.

Bryan Bastoni is a CFP® and holds a Series 66 license with 24 years of industry experience. He has worked at Pearson Financial Services since 1999 and has been with Purshe Kaplan Sterling Investments since 2005. Based in Venice, FL, he provides financial planning services through his long tenure at these firms. Pearson Financial Services works with individuals and families, including trusts and higher-net-worth households, providing asset allocation, portfolio monitoring, and comprehensive financial planning. The firm employs a team-based approach integrating investment, tax, and estate planning, primarily using mutual funds and index ETFs, with portfolio changes requiring client approval.

Coral Murphy is a financial advisor at Pearson Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Pearson Financial Services since 1996. Outside of her advisory role, she is a partner in Chase Garden Creek, LLC, a rental property management business. Pearson Financial Services serves individuals and families, including trusts and estates, offering asset allocation, portfolio monitoring, and comprehensive financial planning. The firm employs a team-based approach integrating investment, tax, and estate planning, primarily using mutual funds and index ETFs, with portfolio changes requiring client approval.

Kathleen Fowler is a financial advisor at Pearson Financial Services with 19 years of industry experience. She holds a Series 65 designation and has been affiliated with Pearson Financial Services since 2006. In addition to her advisory role, she operates the Law Offices of Kathleen Fowler, combining legal and financial expertise. Pearson Financial Services serves individuals and families, including trusts and estates, offering asset allocation, portfolio monitoring, and comprehensive financial planning. The firm employs a team-based approach integrating investment, tax, and estate planning, primarily utilizing mutual funds and index ETFs within a long-term, Modern Portfolio Theory framework.