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.

Eric Cooper has spent his life building and leading. From starting his first business at 15 to founding the Sooner family of companies, he has always been driven by a singular purpose: helping people align their wealth with their values and create a life of clarity, impact, and freedom. For 14 years, Eric has navigated nearly every corner of the financial industry, banking, insurance, wealth management, business consulting, only to discover the same problem repeated everywhere: fragmented advice. Traditional firms prioritize scalability and products, leaving clients with disjointed strategies and blind spots that hold them back. Eric built Sooner Private Financial Council to change that. Acting as an integrated command center, his team brings together six essential disciplines: advanced tax planning, wealth management, income planning, risk management, estate and legal strategy, and business value acceleration. This unified approach helps purpose-driven clients break free from confusion, outgrow outdated teams, and achieve total command over their financial lives. Clients who once felt overwhelmed or uncertain experience a powerful shift: from reactive to proactive, from imposter syndrome to absolute confidence. This is the transformation Eric lives to create, turning wealth into a force that reflects who you are and what you stand for. A national champion public speaker, devoted husband, and father of five, Eric lives in New Hampshire, where he pursues wild places as a hunter, coaches youth basketball, and continues his lifelong study of leadership and building things that matter.

David Hunt Jr. is a CFP® and CFA® with 16 years of industry experience, currently serving as the sole advisor at Applied Capital Management, LLC. He has worked at LPL Financial since 2020 and has been affiliated with Applied Capital Management, Inc. since 2015. Applied Capital Management provides comprehensive financial planning and consulting services to individuals, trusts, estates, and small businesses. The firm emphasizes written financial plans and ongoing consulting, supporting a large client base with customized plans developed through detailed client engagement and fundamental analysis.

Bradley Kayton is a financial advisor with Studio Ventures and Capital Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. He has been with Studio Ventures since 2014 and also consults with start-up companies, providing executive management, board governance, CEO mentoring, and strategic consulting through a separate consulting firm. Studio Ventures and Capital Advisors, LLC serves family offices, high-net-worth individuals, pooled investment vehicles, and business entities by creating and managing custom private-market equity and debt funds. The firm focuses on bespoke investment programs tailored to client objectives, often emphasizing private placements and early-stage companies, and uses performance-based compensation arrangements for qualified pooled investors.

Narendra Kapadia is the sole advisor at Value Financial Services Corp. in Chelmsford, MA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Value Financial Services since 2000 and is also the owner and president of Value Mortgage Corporation, a mortgage origination and processing business he founded in 1996. Value Financial Services provides discretionary investment management and comprehensive financial planning to individuals, high net worth persons, trusts, estates, and small businesses. The firm offers customized portfolios and employs a long-term, personalized approach with flexibility to adjust holdings based on market conditions or client objectives.

Martin Krikorian is a financial advisor at Capital Wealth Management in Tewksbury, MA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Capital Wealth Management since 2005. Capital Wealth Management is a fee-only registered investment adviser serving individuals, families including high-net-worth clients, trusts, foundations, businesses, and non-profit organizations. The firm focuses on portfolio diversification and risk control using low-cost, no-load, and index mutual funds, applying Modern Portfolio Theory with defined rebalancing guidelines, and offers no-cost educational seminars on investments, retirement planning, and estate planning.

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.

Alicia Donahue is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. She holds a Series 65 credential and previously served as principal at Nashua Capital Management LLC, an independent firm she led from 2012 until its operating assets were acquired in 2026. Nashua Capital Management LLC provided discretionary investment management and occasional financial planning to individuals and high net worth clients. The firm managed roughly $65 million in assets, focusing on long-term portfolios built around dividend-paying growth and value companies, using fundamental analysis and strategic asset allocation.

Jeremy Gassman is the principal advisor at Gassman Financial LLC in Salem, NH, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior work includes 13 years at Madison Avenue Securities, LLC and five years at Informed Resources, Inc. In addition to his advisory role, he is involved in commission-based insurance and annuity sales through his firm. Gassman Financial LLC provides wealth management services to individuals, high-net-worth clients, trusts, and estates, offering discretionary investment management alongside financial planning and consulting. The firm employs a long-term, low-turnover investment approach, constructing diversified portfolios with ETFs, mutual funds, equities, and fixed-income securities based on individualized asset allocation strategies.

Beth Lundberg is a CFP® and Series 65-registered financial advisor with five years at Hawthorne Wellman Financial Planning, LLC and a total of three years in the industry. Her prior experience includes roles at Hawthorne Wellman, LLC and Zeiders Enterprises, as well as self-employment. Outside of her advisory work, she dedicates time to an outside media project, a podcast. Hawthorne Wellman Financial Planning, LLC is a fee-only, state-registered investment adviser serving individuals, couples, and families with comprehensive financial planning and discretionary portfolio management. The firm employs an evidence-based, factor-driven, globally diversified, and cost-conscious investment approach tailored to clients’ tax situations, risk tolerances, and life goals.

Edward Murray is a ChFC® credentialed advisor with 27 years of industry experience. He has led Family Investment Advisory, LLC since 2011 and has been involved in his own advisory and compensation architecture businesses since 1981. He is also a licensed insurance agent specializing in long-term care insurance, maintaining this role since 2008. Family Investment Advisory, LLC provides portfolio management services to individuals, trusts, and estates, focusing on diversified asset allocation and fundamental analysis. The firm develops individualized, discretionary portfolios and conducts regular reviews to adjust holdings based on client objectives and risk tolerance.

My clients are young families and professionals in their 30s-40s who have hit a wall when it comes to managing their finances. They have busy personal schedules, growing careers, and recently introduced financial complexity that’s too much to manage. Questions my clients have include: - How do I prioritize multiple financial goals? - I have some cash saved, but what should I do with it? - I don't understand my taxes, is there more I should be doing? - Should I be saving for my children’s education? - Will I be able to retire on time, and live comfortably once I get there? - I’m self-employed, how should I be planning for my future? - How should I handle my equity compensation? - Do I have enough insurance to protect my loved ones? - How does having a baby impact my financial situation?

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.

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.

Adam Mead is the principal of Mead Capital Management, LLC, an independent firm located in Derry, NH. He holds a Series 65 credential and has 11 years of industry experience. In addition to his advisory role, he serves as Assistant Vice President and Commercial Loan Portfolio Manager at Pentucket Bank. Mead Capital Management provides discretionary portfolio management, financial planning, and limited consulting services to individuals, trusts, charitable organizations, pensions, and other business entities. The firm employs a value-oriented, business-ownership approach with concentrated portfolios for proprietary accounts and strategic asset allocation using low-cost ETFs for financial planning.

Carl Smith is the principal advisor at CJS Financial Advisers / CJSF Advisers in Nashua, NH, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Primex, NFSG Corporation, and Lasalle St. Investment Advisors. Outside of his advisory role, he is involved as a licensed real estate sales associate in Florida and serves as senior managing director of a private fund. CJSF Advisers primarily acts as a solicitor to other investment advisers while also offering direct advisory and financial planning services. The firm provides both discretionary and non-discretionary advice using a combination of passive and active investment strategies and employs a variety of fee arrangements for clients who choose direct management.

Jared Hoole is a CFP® and holds a Series 65 license, with 12 years of experience in financial planning. He is the principal advisor at Lakeside Financial Planning, LLC, where he has worked since 2014. In addition to his financial advisory role, Jared is a tax manager at Bright Horizons Family Solutions, a company specializing in early education and employer-sponsored childcare. Lakeside Financial Planning, LLC is an independent, fee-only firm serving individuals, families, and small businesses. The firm manages approximately $64 million on a discretionary basis, providing comprehensive wealth management, investment management, and financial education through community seminars. Their investment approach includes tax-focused strategies and utilizes no-load mutual funds, ETFs, bonds, and cash equivalents.

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.