John Power is a CFP® professional with 20 years of experience in financial advising. He has worked at Goldense Group Inc. since 2002 and has operated Power Plans since 1993. Power Plans is a sole-practitioner firm based in Walpole, MA, serving fewer than twenty individuals or families. Power Plans offers comprehensive financial planning and investment advice primarily to individuals, families, active and retired military personnel, and small family-owned businesses. The firm emphasizes long-term, goal-oriented portfolios focused on diversification and asset allocation, with investment management generally provided through third-party managed portfolios.

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.

James Cogswell is the principal of Stillwater Investments, an independent registered investment adviser based in Smithfield, Rhode Island. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including 16 years at Stillwater Investments. In addition to his advisory role, he is a licensed real estate agent, assisting clients with buying and selling homes. Stillwater Investments is a sole-proprietor firm offering discretionary wealth management, portfolio management, and financial planning to individuals, trusts, and estates. The firm focuses on a long-term, fundamental analysis-based investment approach, using diversified portfolios of low-cost mutual funds, ETFs, and individual securities, serving a limited number of clients with assets held at third-party custodians.

Greg Dodge is a financial advisor with Dodge Wealth Management in Foxboro, MA, holding Series 63 and Series 66 licenses and having 31 years of industry experience. He worked previously at LPL Financial 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 discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages about $89 million across roughly 107 client relationships, emphasizing mutual funds and ETFs, employing fundamental analysis and modern portfolio theory within a long-term investment framework.

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.

Philip Stockton is a CFP® with 16 years of industry experience and has been the sole advisor at Techgen Financial since 2008. He holds a Series 65 license and operates out of Sharon, MA. Techgen Financial is an independent firm offering fee-only holistic financial planning and advisory services to individuals and families. The firm focuses on long-term, globally diversified investment guidance that emphasizes tax efficiency and appropriate asset allocation, delivering services through comprehensive retainers or targeted project agreements.

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® professional with 17 years of industry experience. She is the sole advisor at MacDonald Wealth Management, LLC, where she has worked since 2016 following prior experience at Beck Bode Wealth Management. MacDonald Wealth Management provides portfolio management, financial planning, and related services to individuals, high-net-worth clients, and charitable organizations. The firm offers specialized tax preparation and a Sports & Entertainment division, delivering financial planning, investment management, and career counseling tailored to athletes and their support networks.

Angela Thomson is a Certified Financial Planner (CFP®) and holds a Series 65 license with 18 years of industry experience. She has been the principal advisor at Coastal Financial Planning, Inc. since 1997. Coastal Financial Planning, Inc. is a fee-only registered investment adviser serving individuals, small businesses, trusts, and charitable organizations. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory and global diversification, focusing on long-term investment horizons and downside protection.

Christa Canavan is a financial advisor at Norton Financial Consultants with 40 years of industry experience. She holds the ChFC® and Series 63 designations and has been with Norton Financial Consultants since 1984 and Commonwealth Financial Network since 1999. In addition to financial planning, she also provides tax preparation services. Norton Financial Consultants offers fee-based financial planning and wealth management consulting to individuals, high-net-worth households, trusts, estates, and small businesses. The firm focuses on customized, methodical financial plans aligned with clients’ goals, tax situations, and risk tolerance, providing implementation assistance through broker-dealer and insurance channels without discretionary portfolio management or custody of assets.

Patrick Randall is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Bulldog Financial Planning LLC. He previously worked at Fidelity Investment and Fidelity Brokerage Services over a combined 14-year period. Bulldog Financial Planning provides fee-only financial planning, ongoing advice, group seminars, and discretionary portfolio management to individuals, families, trusts, and small businesses. The firm emphasizes tailored investment strategies supported by fundamental and technical analysis, offers educational outreach, and manages a sponsor-style wrap fee program that includes comprehensive performance reporting.

James Horton is the sole advisor at James Horton, LLC, an independent firm based in Rehoboth, MA. He holds Series 63 and Series 65 designations and has 26 years of industry experience, having operated his own firm since 2000. Horton is also a licensed insurance agent offering life, disability, long-term care products, annuities, and health insurance. James Horton, LLC provides discretionary investment supervisory services and individual portfolio management to individuals, including high-net-worth clients, pension and profit-sharing plans, and small businesses. The firm uses a mix of fundamental and technical analysis with strategies ranging from long-term buy-and-hold to short-term trading, managing approximately $45.3 million for about 66 clients.

Robert Dossett is a CFP® certificant and Series 65 license holder with 14 years of industry experience. He has been the principal of Waypoint Financial Planning LLC since 2011. Outside of financial advising, he is a minority investor in a medical device patent-holding LLC, iTKR Software LLC, though he does not materially participate in that business. Waypoint Financial Planning LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and trusts and estates across multiple states. The firm follows a long-term, fundamental-analysis approach to building diversified portfolios tailored to clients’ tax situations, time horizons, and risk tolerances.

Jingsong Xu is the principal advisor at Growth Vision Asset Management LLC, an independent firm based in Sharon, MA. He holds a Series 65 designation and has 11 years of industry experience. Since founding Growth Vision Asset Management in 2013, he has focused on managing portfolios specializing in small- and mid-cap biotechnology equities. Growth Vision Asset Management provides discretionary portfolio management to qualified clients, including high-net-worth individuals, investment clubs, and institutional investors such as fund-of-funds and family offices. The firm employs a fundamental-analysis-driven strategy with long-term positions, low turnover, and no use of derivatives or short sales.

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.

Kevin Nulton is a CFP® with 15 years of industry experience and has been the sole advisor at Titanium Advisors, LLC since 2010. He holds the Series 63 designation and operates out of Franklin, MA. Titanium Advisors is a fee-only, SEC-registered independent investment adviser serving individuals, pension and profit-sharing plans, foundations, charitable organizations, and business entities. The firm employs a long-term, passive, tax-aware asset allocation approach using broadly diversified mutual funds and ETFs, including institutional products, and provides discretionary portfolio management along with qualified plan advisory services under ERISA.

Brian McGivern is a financial advisor with Stonestreet Financial, Inc., holding a Series 66 designation and 18 years of industry experience. Prior to joining Stonestreet Financial in 2017, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. He is also president of CFO Strategies Inc., which provides QuickBooks training, and serves as a business development consultant and accountant for Brenda J. McGivern, P.C., a CPA firm. Stonestreet Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting services. The firm utilizes a goals-based investment process with both discretionary and non-discretionary arrangements, and it has a focus on pension consulting and employer plans.

Felix Betro is the principal of Betro Mileszko & Company with 18 years of experience in financial advising. He also serves as president of Betro and Company, P.C., a certified public accounting firm, and operates the Law Offices of Felix S. Betro, focusing on estate planning and commercial law. Betro Mileszko & Company provides investment advisory and portfolio management services primarily to individuals, high-net-worth clients, profit-sharing plans, and trusts. The firm emphasizes individualized strategies developed through personal consultations and fundamental analysis, typically using no-load mutual funds and exchange-traded funds.

Robert Clary is the sole advisor at Clary Financial, Inc., an independent registered investment adviser. He holds Series 63 and Series 65 credentials and has 48 years of industry experience. Clary has worked at McNeish, Delorey Inc. and North Easton Savings Bank, where he also serves as a director. He is involved in an insurance planning business providing life, disability, and health coverage. Clary Financial, Inc. offers retirement and financial planning along with discretionary portfolio management to individuals, trusts, retirement plans, and corporations. The firm manages approximately $92.9 million in assets for 439 clients, using a long-term, fundamental-analysis approach focused on no-load mutual funds and ETFs.

Gina Szigety is a CFP® with five years of industry experience, currently serving as a financial advisor at Sound View Financial Advisors. She has been with the firm since 2014. Sound View Financial Advisors serves individuals and families, trusts, estates, charitable organizations, small businesses, and employer plan sponsors with personalized financial planning and investment management. The firm employs a strategic asset-allocation approach that combines passive and actively managed no-load mutual funds and ETFs, emphasizing global diversification and fundamental analysis.