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.

Luke Kearing is the sole advisor at Kearing Capital LLC in Chatham, MA, holding a Series 65 designation. He has one year of industry experience, having founded Kearing Capital in 2026 after five years at Chatham Bars Inn and 16 years in a prior role. Kearing Capital provides discretionary investment management using a specialized equity index options strategy focused on broad-market indices such as the S&P 500 and Euro Stoxx 50. The firm serves clients who meet options and margin approval requirements and uses quantitative, volatility, and options-pricing analysis combined with risk and collateral management in its high-risk, concentrated options approach.

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 previously worked at Wellington Management Company LLP for eleven years. Norcross Capital Management provides discretionary portfolio management exclusively for individual and high-net-worth clients. The firm employs a value-oriented, absolute-return, bottom-up investment approach and focuses on a very small client base for individualized account handling.

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.

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 the sole advisor at McIntyre, Freedman & Flynn Investment Advisers, Inc. and has been associated with Dessauer & McIntyre Asset Management, Inc. since 1989. McIntyre, Freedman & Flynn Investment Advisers provides discretionary, ongoing investment management and portfolio oversight primarily for individual and high-net-worth clients, along with pension and profit-sharing plans, corporations, trusts, and estates. The firm employs a fundamental analysis-driven investment process focused on high-grade, well-managed companies and offers tailored portfolios with features such as tax-loss harvesting and client-imposed restrictions.

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.

William Reik is a financial advisor at Wealthion with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Greylock Peak Investments, SCP Real Assets, Compass Securities Corporation, Bristol Gold Group, and Sprott Asset Management. Wealthion provides discretionary portfolio management and referral services to individuals, high net worth clients, family offices, and institutions. The firm focuses on strategies involving real assets such as real estate, commodities, and natural resources, and offers both discretionary and non-discretionary account management while maintaining various broker-dealer affiliations and a referral-based business model.

Thomas Ryder is a financial advisor with TGA Capital Management in Hyannis, MA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been associated with The Green Agency since 2008 and operates Thomas F. Ryder & Associates Inc, which he founded in 1975. Ryder is also licensed as an insurance agent. TGA Capital Management provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a fixed-income and dividend-driven core supplemented by equities and ETFs, coordinating broader planning through affiliated insurance and actuarial providers.

David Carpenter is a financial advisor at Perennial Advisors Group, LLC with 27 years of industry experience. He has been with Perennial Advisors Group since 1998. Perennial Advisors Group serves individuals, including high-net-worth clients, trusts, estates, and charitable organizations, providing fee-only wealth management, discretionary investment management, and financial planning. The firm manages approximately $397 million in discretionary client assets and emphasizes a long-term, primarily passive investment approach combined with fundamental analysis and personalized portfolio construction.

Bernard Nugent Jr. is a financial advisor with Trust Advisory Group Ltd, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at StoneX Securities Inc since 2024 and has been with Trust Advisory Group Ltd since 2010. Outside of his advisory role, he is the sole owner and president of Investment Securities Group, which provides an office location for his work as a StoneX Advisor. Trust Advisory Group Ltd offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals and institutional retirement plan sponsors. The firm employs a variety of investment programs, including proprietary model portfolios and third-party money managers, and is affiliated with StoneX Group, providing access to futures and commodity markets infrastructure.

Katherine Dimascolo is a financial advisor at Beacon Financial Planning, Inc. with 16 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 12 years and at Osaic Institutions, Inc. for 3 years. She holds the Series 63 and Series 66 designations. Beacon Financial Planning, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations through a seven-advisor team managing approximately $397 million. The firm offers wealth management and financial planning services with a long-term investment approach grounded in fundamental analysis and Modern Portfolio Theory.

Caden Buckley is a CFP® at Beacon Financial Planning, Inc. with one year of experience in financial advising. Prior to joining Beacon, he worked in various roles including real estate and banking, and he has coached youth sailing at Sail Newport. Beacon Financial Planning serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with a team of seven advisors managing approximately $397 million. The firm focuses on long-term investment strategies based on fundamental analysis and Modern Portfolio Theory, utilizing diversified portfolios mainly composed of mutual funds and ETFs.