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.

John Spoto is a CFP® and holds a Series 65 license, with 17 years of experience in the financial advisory industry. He has been with Sentry Financial Planning, LLC since 2008 and also has a longstanding role at Vanguard Systems Technology, Inc. since 1992. Sentry Financial Planning, LLC provides fee-only, fiduciary financial planning and investment advisory services primarily to individuals and trusts, including high-net-worth clients. The firm emphasizes long-term, buy-and-hold investing with a collaborative, non-discretionary approach to portfolio management.

Charlise Whiteside is a CFP® and holds a Series 66 license with 14 years of industry experience. She has been the principal advisor at Stonehaven Private Wealth Management LLC since 2013 and has operated as a sole proprietor since 2012. Whiteside is also a licensed insurance agent, dedicating a small portion of her time to this activity. Stonehaven Private Wealth Management serves high-net-worth individuals, families, trusts, charitable organizations, and institutional clients. The firm offers investment management, multi-generational wealth planning, financial planning, and business consulting, utilizing a goal-driven investment approach that combines strategic asset allocation with tactical overlays and both active and passive instruments.

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.

Mark Butterworth is a CFP® professional with 33 years of industry experience. He is the sole advisor at Butterworth Financial LLC, an independent firm he founded in 2023 following a 21-year tenure at LPL Financial. Butterworth Financial LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients, offering asset management through two platform options including a wrap-fee program. The firm employs model-based asset allocation supplemented by fundamental and technical analysis and operates under a fiduciary standard for client accounts.

Robert Sherr is the principal of Sherr Financial Associates in Danvers, MA, with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his independent advisory firm since 1994. Prior to that, he was affiliated with Commonwealth Equity Services, Inc. since 1992. Outside of advisory activities, he is co-owner of Trident Benefit Solutions, LLC, which is involved in employee group benefits consulting. Sherr Financial Associates provides financial planning, consulting, and asset-allocation advice to individual clients, including high-net-worth individuals. The firm offers customized plans without taking custody of assets or providing ongoing discretionary portfolio management, typically implementing recommendations through brokerage or insurance channels rather than in-house portfolio management.

Diane Pappas is a financial advisor at Solutions For Divorce in Gloucester, MA, with 10 years of industry experience. She holds a Series 65 designation and has focused her career exclusively at Solutions For Divorce since 2013. The firm specializes in divorce-focused financial planning and consulting, providing detailed analyses related to cash flow, support, taxation, and division of retirement assets. Solutions For Divorce does not offer ongoing asset management but delivers tailored written plans and refers clients to outside investment professionals for implementation.

William De La Cruz is a financial advisor at DLC Wealth Management in Andover, MA, holding a Series 65 designation with one year of industry experience. He has worked at Delta Air Lines since 2009 as a Systems Operations Manager. DLC Wealth Management provides portfolio management and investment advisory services to individual clients and charitable organizations, employing a diverse investment approach that includes multiple analytical methods and long-term trading strategies. The firm manages approximately $2.69 million in discretionary assets for 18 clients and operates as a small practice with a single advisor.

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.

Thomas Kilgallen is a CFP® professional with 13 years of industry experience. He is the principal of Fair Weather Strategies LLC, an independent advisory firm he has led since 2012. In addition to his advisory work, Kilgallen provides IT data consulting focused on analysis of large data sets and metric reporting. Fair Weather Strategies offers asset management, modular financial planning, and divorce financial counseling services to individuals, high-net-worth clients, business owners, trusts, and other entities. The firm emphasizes ETF and individual equity investments using fundamental and technical analysis, with a primarily long-only buy-and-hold strategy complemented by tactical adjustments.

Samanda Morales is a financial advisor at Wellfin360 with four years at the firm and two years of industry experience. She holds a Series 65 designation and previously worked at Bank of NY Mellon and MBS LLC. Morales is also the Co-Founder and CEO of Ahora Inc, where she provides strategic direction and participates in fundraising activities. Wellfin360 is a fee-only independent investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm focuses on asset-allocation-driven portfolio management primarily using passive funds and offers tailored financial planning through tiered service levels and educational seminars.

Christopher Sadkowski is a CFP® with 17 years of industry experience and has been the principal advisor at Christopher Investment Advisors since 2012. He operates a single-advisor, fee-only independent practice based in Beverly, MA. Christopher Investment Advisors provides investment management and financial planning to individuals, families, and businesses, focusing on a limited number of personal clients rather than pooled investment vehicles. The firm follows an endowment-style, academically supported approach that emphasizes broad diversification, low-cost passive investments, and tailored written investment policies, offering both asset-based management and non-AUM financial planning options.

Wei Chen is a CFA® charterholder and the sole advisor at RootsOn Capital LLC with eight years of industry experience, including roles at Dimensional Fund Advisors and Columbia Threadneedle Investments. Wei founded RootsOn Capital after a brief career transition period. RootsOn Capital provides investment management and project-based financial planning services primarily to individuals, high-net-worth clients, family trusts and estates, family offices, and other institutional entities. The firm employs an asset-allocation driven investment process based on Modern Portfolio Theory, utilizing both passive and active strategies across multiple asset classes.

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.

Ruzanna Queenan is a CFA charterholder and Series 63 licensee with seven years of industry experience. She is the principal of Queenvest LLC, an independent firm she has led since 2018. Prior to founding Queenvest, she worked at State Street Corporation for two years. Queenvest LLC serves individuals, high-net-worth clients, and small businesses, offering financial planning, portfolio management, and retirement plan consulting. The firm uses a process based on client goal setting, fundamental analysis, and Modern Portfolio Theory to create diversified portfolios, managing accounts directly or through third-party strategies.

Andrew Tapparo is the sole advisor at Tapparo Capital Management, an independent firm based in Topsfield, MA. He holds a Series 65 designation and has 27 years of industry experience, having founded and led the firm since 1997. Tapparo Capital Management provides discretionary and non-discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm integrates financial planning with portfolio management, employing a mix of fundamental analysis, technical trading models, cyclical analysis, and charting, with occasional use of short-term positions, margin, or option strategies.

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.

Philip Gillette Jr. is the sole advisor and owner of Cape Ann Financial in Manchester, MA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his independent firm since 1998. In addition to advisory services, he operates as a commodity trading advisor under his own name. Cape Ann Financial provides investment advice, portfolio management, and financial planning to individuals, trusts, and pension and profit-sharing plans. The firm employs a combination of fundamental and technical analysis, with monthly account reviews and a focus on non-discretionary management alongside the use of hedging instruments.