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.

Anthony Corsino Jr. is a CFP® and ChFC® with seven years of industry experience, currently serving as the sole advisor at Zen Financial Planning, LLC in Andover, MA. His prior experience includes four years at Merrill Lynch and roles at Raytheon. He is an adjunct lecturer and subject matter expert for financial planning programs at Regis College and Boston University. Zen Financial Planning provides wealth management and financial planning services to individuals, families, trusts, estates, and business owners through its integrated Zen Advisory Program (ZAP), which combines discretionary investment management with comprehensive financial planning. The firm also offers targeted hourly and project-based planning and specializes in limited-scope ERISA retirement plan advisory services.

Robert Foster Jr. is the principal of Plain Talk Financial Planning, LLC in Amesbury, MA, holding a Series 65 license with one year of industry experience. He has worked at Nokia since 1984 as a Technical Support Engineer. Foster dedicates a significant portion of his time to this role outside of his advisory work. Plain Talk Financial Planning offers investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm employs asset allocation strategies grounded in modern portfolio theory, incorporating both passive and active management, and provides tailored solutions including socially conscious options and cryptocurrency-related exposure when requested.

Noah Tillinghast is a financial advisor at Callidus Capital with a Series 65 designation and experience beginning in 2022. He previously worked at Clearview Financial Strategies LLC and has a background that includes ten years in education. In addition to his advisory role, he is a licensed insurance agent selling life insurance. Callidus Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of fundamental, technical, and cyclical analysis across various security types. The firm typically manages portfolios under written discretionary authority and does not concentrate on any single security type.

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.

Mark Alaimo is a CFP® and PFS™ certified financial advisor with 10 years of industry experience. He is the principal of LCW Planning and Investments, LLC and also serves as president of LCW-CPA's, Inc., a CPA firm where he manages and oversees all operations. His work includes both financial advisory and accounting services. LCW Planning and Investments provides discretionary investment management and financial planning for individual and high-net-worth clients, utilizing customized portfolios with ETFs, mutual funds, and selected individual securities. The firm combines fundamental analysis with Modern Portfolio Theory and also uses independent managers, maintaining oversight without receiving additional compensation from those managers.

Roger Blundell is the sole advisor at New England Tactical Investments LLC and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and previously worked at The Prudential Insurance Company of America and Pruco Securities. His background also includes six years at Interstate Arms. New England Tactical Investments LLC is an independent firm offering discretionary portfolio management and investment advice to individual and high-net-worth clients. The firm employs a tactical approach that integrates technical and cyclical analysis with modern portfolio theory, utilizing a range of instruments and trading strategies.

Patrick Mc Coy is a financial advisor at Main Street Financial Advisory LLC with 25 years of industry experience. He holds a Series 65 designation and has worked previously at Lowell Blake & Associates Inc. and The Financial Advisors. Outside of finance, he serves as an Implant System Ambassador for Integrum, LLC, assisting candidates with osseointegration prosthesis procedures. Main Street Financial Advisory provides portfolio management and financial planning services to individuals, including high-net-worth clients, and charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods to build long-term portfolios, with both discretionary and non-discretionary client relationships.

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 at KD Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Investments and Apollo Financial Group. Delaney has operated KD Wealth Management since 2020. KD Wealth Management provides personalized investment management and financial planning to individuals, high-net-worth individuals, and businesses. The firm primarily employs a passive investment approach using index mutual funds and ETFs, while incorporating fundamental analysis and third-party managers to tailor client portfolios.

Daniel Pimental is a financial advisor with Alignment Financial Group in Exeter, NH, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Wells Fargo Advisors for six years and has been with Alignment Financial Group since 2009. Alignment Financial Group provides fee-based pension consulting and fiduciary services to plan sponsors, institutions, and other business entities, along with discretionary investment management and comprehensive financial planning for high-net-worth individuals and trusts. The firm’s approach includes a custom, discretionary investment process utilizing tactical allocation strategies and a broad range of instruments, and it also serves as an exempt commodity pool operator and manages digital currency pooled vehicles.

Susan Parigian is a CFP® with 25 years of industry experience, currently with Geld Financial Advisors, Inc. She has been employed at Saba, Colman & Hunt, P.C., a certified public accounting firm, since 1994, where her responsibilities include tax preparation, tax research, and accounting services. Geld Financial Advisors, Inc. serves primarily high-net-worth individuals, facilitating referrals to an independent registered investment adviser for portfolio management rather than managing assets directly. The firm operates through a referral network affiliated with LPL Financial and is formally connected to a local CPA firm, with several principals, including Susan, employed there.

Patricia Rosen is a CFP® credentialed financial advisor with eight years of industry experience. She is the principal and sole advisor at Access Financial Planning, LLC, an independent firm based in Newburyport, MA. Prior to founding her firm, she worked at LPL Financial for one year. Access Financial Planning, LLC provides personalized, fee-only financial planning and investment advisory services to individuals, families, and small businesses. The firm offers comprehensive planning in areas such as retirement, tax, estate, cash-flow, and risk management, and uses a mix of fundamental, technical, and passive investment strategies implemented through institutional and no-load mutual funds, ETFs, and individual securities.

Carl Boedecker is an investment advisor representative at Seaport Financial Planning, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at StoneX Securities Inc since 2019. In addition to his advisory work, he is a co-owner of a rental lake house. Seaport Financial Planning primarily serves individual clients and also works with trusts, estates, charitable organizations, corporations, investment companies, and pension or profit-sharing plans. The firm offers comprehensive financial planning and investment advisory services, emphasizing a four-step planning process and diversified allocations aimed at long-term capital appreciation.

Jonathan Rogers is the principal and sole advisor at Clearview Financial Strategies LLC in Atkinson, NH, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Gradient Advisors, Inspire Advisors, and operating as a sole proprietor under Clearview Financial Strategies. Outside of financial advising, he owns Horizon Properties LLC, a residential property management business. Clearview Financial Strategies provides discretionary asset management, qualified retirement plan advice, and hourly financial planning to individual clients, typically serving households with a minimum of $500,000 in assets. The firm customizes investment programs based on client goals and risk tolerance and incorporates insurance services through the owner’s independent insurance agency.

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 advisory firm based in Hampton, NH. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Prior to founding Breakwater, he worked at Essex Private Wealth Management LLC for one year. Outside of his advisory role, he serves as a director at Preferred Home Care & Nursing Services DBA Acceleron Medical Products, a durable medical equipment company. Breakwater Asset Management provides discretionary investment management and fee-only comprehensive financial planning to individuals, qualified retirement plans, trusts, nonprofit organizations, and businesses. The firm uses a tactical allocation approach based on technical analysis and manages accounts on a discretionary basis aligned with client objectives and restrictions.

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.

William Gaudino II is a CFP® with 33 years of industry experience, currently serving as an investment advisor representative at ArborStone Financial, LLC. He previously worked at Ameriprise for 34 years and is also registered as a representative with Purshe Kaplan Sterling Investments, Inc. In addition to his advisory role, he is a licensed insurance agent. ArborStone Financial provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamentals-driven, long-term investment approach using model portfolios, ETFs, mutual funds, and individual securities, and oversees client strategies that may include independent managers.

Robert Kintz is a financial advisor at Mardin Capital Group with 19 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial from 2007 to 2026 before joining Mardin Capital Group. In addition to his advisory role, he is commissioned as a Notary Public. Mardin Capital Group provides integrated wealth management services to individuals and families, focusing on discretionary investment management and financial planning tailored to clients’ goals, risk tolerance, and time horizons. The firm employs a planning-driven, goals-based investment approach, utilizing diversified portfolios and tax-aware strategies while maintaining discretionary trading authority.