Kurt Jamiel is the principal advisor at Income Associates in Barrington, RI, holding Series 63 and Series 65 credentials with 28 years of industry experience. His career includes roles at Cetera Investment Advisers and Summit Financial Group, among others. Outside of advisory work, he owns and operates Quiet Keeper, a sales and service business. Income Associates serves primarily individual investors, high-net-worth individuals, and business entities, managing approximately $9.37 million in assets. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services, utilizing a mix of fundamental, technical, and quantitative analysis alongside third-party model portfolios and sub-advisors.

David Kopack is a financial advisor with Boston Investment Trust Management, Inc. in Bridgewater, MA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Boston Investment Trust Management since 2006. Boston Investment Trust Management provides discretionary portfolio management, written financial planning, and consulting services to individuals, including high-net-worth clients, and business clients. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to develop individualized investment policies and manages a diverse range of securities, including oil and gas partnership interests, serving both U.S. and notable non-U.S. clients.

Stacie Skryz is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Lechner Associates since 2014. She is based in North Attleboro, MA, and focuses on comprehensive financial planning and wealth management. Lechner Associates is an independent, fee-only firm that serves approximately 125 clients with $94 million in assets under management. The firm provides non-discretionary portfolio management tailored through fundamental analysis and retirement modeling, offering both ongoing wealth management and hourly financial consultation services.

Steven Antunes is a CFP® professional with six years of experience in financial advisory roles. He is the sole advisor at GrowthFocus Wealth Management LLC in Swansea, MA, where he has worked since 2020. His prior experience includes positions at CITIZENS Bank and SK Wealth Management, LLC. GrowthFocus Wealth Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients. The firm employs a long-term, fundamental analysis approach using primarily low-cost, diversified mutual funds and ETFs, with portfolios customized to client goals and risk tolerance.

Abel Pizarro Jr. is the founder of Pizarro Advisors, a state-registered investment advisory firm established in 2024. He holds Series 63 and Series 65 licenses and has experience with firms including New Leaf and Primerica Advisors. Outside of his advisory work, he has a minority private-equity stake in a cannabis dispensary. Pizarro Advisors provides financial planning, business consulting, and wealth management services to individuals, companies, investment companies, and other advisers. The firm’s investment approach focuses on asset allocation guided by fundamental analysis and macroeconomic factors, with portfolios tailored to client preferences and reviewed periodically.

Robert Shuman is a CFA® charterholder and the sole advisor at Encore Investment Advisors, LLC, with four years of industry experience. Prior to founding Encore, he worked at Butterfield Asset Management for six years and had brief tenures at Northwestern Mutual Investment Services and Civic Financial Services in 2021. Encore Investment Advisors is a single-advisor registered investment adviser serving individuals, high-net-worth clients, trusts, and estates both domestically and internationally. The firm employs a long-term, asset-allocation driven investment approach using a mix of ETFs, mutual funds, equities, and fixed income, and provides both discretionary and non-discretionary management alongside financial planning services.

Kimberly Quinn is a CFP® with 32 years of experience in the financial services industry. She is the principal of KSQ Financial Services LLC, an independent firm she founded in 2024. Prior to establishing KSQ, she held roles at Catalyst Investment Management LLC and LPL Financial, among others. KSQ Financial Services LLC provides discretionary and non-discretionary asset management, financial planning, and consultation services to individual and high-net-worth clients. The firm builds portfolios based on clients’ goals, time horizons, and risk tolerances, using both fundamental and technical analysis, and offers customized financial plans along with quarterly account reviews for rebalancing and tax-loss harvesting.

James Carlson is a financial advisor at Carlson Planning Company with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including Gannet Wealth Advisors and Mass Mutual Investors Services. Outside of advising, he is involved with Entropy Mining, focusing on consulting and deployment of data center infrastructure for energy demand response, and also conducts financial education presentations. Carlson Planning Company serves individual clients, high-net-worth individuals, small businesses, and retirement plan sponsors, offering comprehensive financial planning and portfolio management. The firm employs a Modern Portfolio Theory approach with diversified, cost-efficient investments and provides both discretionary and nondiscretionary management alongside flexible planning engagements.

John Mileszko is a financial advisor with Betro Mileszko & Company, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Betro Mileszko & Company since 2007. Betro Mileszko & Company provides investment advisory and portfolio management services primarily to individuals, high-net-worth clients, profit-sharing plans, and trusts. The firm focuses on individualized strategies using no-load mutual funds and ETFs, managing accounts on a discretionary, fee-only basis.

Mitchell Zides is a CFP® professional with 19 years of experience in the financial industry. He is the sole advisor at Constant Guidance Financial, LLC, an independent firm based in North Attleboro, MA. Prior to founding his firm, he has worked with Pioneer Institutional Asset Management, Inc. and Pioneer Funds Distributor, Inc. Additionally, he is a licensed real estate agent, dedicating a small portion of his time to that activity outside of trading hours. Constant Guidance Financial is a fee-only, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm employs a client-specific investment approach using fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis with a focus on fiduciary standards and institutional custodian support.

New Shore Financial was born from my passion to help professional women navigate the challenges associated with financial changes in their lives. Too often, I see women who have remained hands-off or simply have no time when it comes to their family finances. When faced with new choices or challenges, they are not sure which is the best financial decision given their personal circumstances. I am committed to helping women understand and take control of their financial life. As a young woman, it was important for me to be financially independent. I remember hiring my first CPA to do my taxes and my father saying, “Don’t just file those away. Look them over and get an understanding of what’s going on”. I heeded his advice and learned I actually enjoyed diving into the numbers. I found that I had a strong interest in personal finance. I enjoyed reading about it, learning new strategies and implementing what I learned in my own financial life. My strengths and interests came together for me in a career path that allows me to help others navigate their own finances in a way they can understand, implement and feel confident about.

Greg Dodge is a financial advisor with Dodge Wealth Management in Foxboro, MA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at LPL Financial LLC for 11 years before founding Dodge Wealth Management in 2014. Dodge has also served as an instructor for compliance-approved educational retirement seminars. Dodge Wealth Management provides portfolio management and financial planning services primarily to individual and high-net-worth clients, managing approximately $89 million across about 107 accounts. The firm employs a discretionary, long-term investment approach focused on mutual funds and ETFs, with financial planning offered at no additional charge to ongoing clients.

Matthew Gallagher is a financial advisor at Odinic Advisors LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Gallagher Brokerage and Waddell & Reed. In addition to his advisory role, Gallagher is a licensed attorney and provides tax planning and consulting services during tax season. Odinic Advisors is a small independent registered investment adviser primarily serving individual clients, including high-net-worth individuals, charitable organizations, and business entities. The firm offers customized financial planning and portfolio management using a combination of fundamental and technical analysis across various asset classes.

Daniel Sullivan is the principal of Sullivan Retirement Resources, LLC in Wrentham, MA, holding Series 63, 65, and 66 licenses with 41 years of industry experience. He previously worked at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory work, he owns a consulting business that advises prospective students and parents on the college admission process. Sullivan Retirement Resources, LLC is a fee-based registered investment adviser serving individuals, high-net-worth clients, families, related entities, and small businesses. The firm provides comprehensive financial planning and discretionary investment advisory services through unaffiliated sub-advisors and third-party managers, employing a mosaic approach to portfolio analysis.

Cindy Foster is the sole advisor at Foster Strategic Wealth Partners, LLC in Rehoboth, MA. She holds a Series 65 designation and has 12 years of experience in tax accounting at Norman, Graham & DiGangi, a certified public accounting firm. In her role there, she prepares individual and small business tax returns and oversees bookkeeping functions. Foster Strategic Wealth Partners provides discretionary portfolio management and financial planning services primarily to individuals and small business owners, using a long-term, goals-based approach with low-cost ETFs and mutual funds. The firm incorporates structured client discovery and risk-tolerance assessments, applying fundamental and technical analysis along with Modern Portfolio Theory.

Katie Macdonald is a CFP® with 17 years of experience in financial advising. She has worked at MacDonald Wealth Management, LLC since 2014, including its predecessor entities, and previously held roles at Beck Bode Wealth Management, LLC and Private Advisor Group, LLC. MacDonald Wealth Management serves individual clients, including high-net-worth individuals, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, third-party money manager selection, and tax preparation. The firm uses diversified investment strategies involving mutual funds, ETFs, and model portfolios, and is notable for its Sports & Entertainment division offering specialized financial and career counseling to athletes and related professionals.

Darryl Melcher is a financial advisor at Wade Management LLC in Somerset, MA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Fieldpoint Private Securities, LLC since 2011. Outside of his advisory role, he is involved in the life insurance business through Mass Mutual. Wade Management LLC provides investment supervisory services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a multi-method investment approach, including charting, fundamental, technical, and cyclical analysis, and uses both long-term and short-term trading strategies with a mix of traditional and higher-risk instruments.

James Horton is the sole advisor at James Horton, LLC, an independent firm based in Rehoboth, Massachusetts. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Since 2000, he has operated his own advisory firm. In addition to his advisory role, Horton is a licensed insurance agent offering life, disability, long-term care products, annuities, and health insurance. James Horton, LLC provides discretionary investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, and small businesses. The firm employs a range of analytic methods and investment strategies, including the use of leveraged and inverse funds, and manages approximately $45.3 million for about 66 clients.

Charles Consentino is the sole advisor at NestEgg Financial in North Attleboro, MA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with NestEgg since 1991. Outside of advising, he operates a tax preparation service as a sole proprietor during tax season. NestEgg Financial provides portfolio management and financial planning primarily for individual clients, focusing on equities, mutual funds, bonds, and money market instruments. The firm emphasizes client education and uses fundamental analysis and third-party research to guide investment decisions, managing accounts on a largely non-discretionary basis.

Joseph Digiammo Jr. is a CFP®-certified financial advisor at JMD Financial Planning Inc. in Somerset, MA, with experience that includes roles at Publicis Sapient and Valtech. He maintains an external IT consulting practice alongside his financial advisory work. JMD Financial Planning Inc. serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning on an hourly basis. The firm tailors portfolios using various asset classes and combines fundamental and technical analysis while allowing clients to set investment restrictions and receive regular reviews.