James Cogswell is a financial advisor at Stillwater Investments with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stillwater Investments since 2010, following five years at Oppenheimer. Outside of advising, he is also a real estate agent assisting clients with buying and selling homes. Stillwater Investments is an independent wealth management firm serving individuals, trusts, and estates with discretionary portfolio management and financial planning. The firm focuses on customized, low-cost portfolios primarily composed of mutual funds and ETFs, managing accounts mainly on a discretionary basis.

Barry Misbin is a financial advisor with The Capital Group in Cranston, RI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with The Capital Group and its affiliated entities since 2000 and has also worked at Fortune Financial Services since 2018. Misbin serves as vice president of The Capital Group Investment Advisors, Inc. and president of The Capital Group Financial Advisors, Inc. The Capital Group Investment Advisors, Inc. offers personalized financial planning and investment management to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm manages approximately $56 million in client assets across around 268 client relationships, providing customized portfolios generally managed on a discretionary basis with regular reviews and rebalancing.

South Coast Planning & Wealth Management was started on the premise that everyone should have access to personalized, quality financial planning & investment management — regardless of income or asset level. Dan has 18+ years of investment & financial planning experience working with individuals and institutions. His investment experience & financial planning expertise is what allows him to get results for both clients who are just getting started on their financial journeys, near or in retirment, and those with complex situations. He attended the University of Massachusetts and has a Master’s degree in Finance from Northeastern University. Dan is also a board member of CFA Society Providence.

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.

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.

Patrick Randall is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Bulldog Financial Planning LLC. He previously worked for Fidelity Brokerage Services and Fidelity Investment for a combined 14 years. Bulldog Financial Planning is an independent firm providing fee-only financial planning, discretionary portfolio management, and educational seminars to individuals, families, trusts, and small businesses. The firm uses written investment policy statements and a mix of fundamental, strategic, economic, and technical analysis to guide its investment decisions, offering regular client communications and performance reporting as part of its advisory services.

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.

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.

Jeffrey Brown is a CFP® and ChFC® with 38 years of industry experience. He is the owner and Investment Advisor Representative of Brown Advisory Group, LLC, where he has worked since 2006. Prior to and concurrent with his role at Brown Advisory Group, he has been associated with Triad Advisors, Inc. and Vanderbilt Securities, LLC. Outside of his advisory work, he manages a realty group and serves as president and building manager of a commercial office park. Brown Advisory Group provides investment management, retirement and comprehensive financial planning, and consulting to individuals, trusts, estates, and retirement plans. The firm employs a dynamic, tactical asset allocation approach using a five-profile risk framework and offers access to multiple wrap-fee programs and select private placements.

Brittany Moran is a Certified Financial Planner® with 19 years of industry experience. She has been with Lincoln Capital Corporation since 2011. Lincoln Capital serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering discretionary portfolio management and integrated financial planning with a fee-only approach. The firm manages over $400 million in client assets through a small team, employing fundamental, technical, and cyclical analysis across various investment types.

Sotirios Pappas is a financial advisor with The Retirement Planning Company of New England, Inc. in Warwick, RI, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He is also CEO and President of Mystic Asset Management and Pappas Asset Management. The Retirement Planning Company of New England provides investment advisory and financial planning services primarily to individuals, high-net-worth households, trusts, pension plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, retirement account rollover advice, and financial planning tailored to each client’s objectives and risk tolerance.

Sean Mcguirk is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Lincoln Capital Corporation since 2015. He is based in East Greenwich, Rhode Island, and operates within a three-advisor team. Lincoln Capital Corporation provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis across various asset classes and manages over $400 million in client assets on a fee-only basis.

Rick Campbell is a financial advisor at Financial Independence, LLC with 23 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Penn Mutual Life Insurance Company, Hornor Townsend & Kent, and Cigna Financial Services. Campbell serves as a board member of the Trudeau Memorial Foundation. Financial Independence, LLC serves individual and high-net-worth clients as well as retirement plans, offering modular financial planning and a wealth management program called the Financial Independence BEST Life Planning Program. The firm recommends portfolio strategists through the AssetMark Platform and emphasizes behavioral coaching, manager diversification, and a mix of tactical and strategic approaches.

Scott Seidman is a financial advisor at The Retirement Planning Company of New England, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at his current firm since 2013, following prior roles at Seidman Investment Advisors, LLC and UBS Financial Services. The Retirement Planning Company of New England provides investment advisory and financial planning services to individuals, high-net-worth households, trusts, pension plans, and other institutional clients. The firm offers tailored portfolio management and planning services using a combination of fundamental, technical, charting, and cyclical analysis, generally operating under discretionary authority when granted.

Stephen Clair Jr. is a financial advisor at Hall Capital Management Company, Inc. with 12 years of industry experience. He has been with Hall Capital since 2013 and holds a Series 65 designation. Outside of his advisory role, he is a 50% owner of Island Adventures Inc., a bicycle rental business in Newport, Rhode Island, where he manages the website and bookkeeping. Hall Capital Management serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable institutions, corporations, and trustees. The firm employs a fundamental analysis-driven investment process with model portfolios focused on long-term capital appreciation and dividend income, complemented by actively managed fixed-income strategies. It is notable for integrating accounting and tax expertise into its advisory services, including in-house tax preparation and consulting.

Liam Timmons is a CFP® with 18 years of industry experience and the sole advisor at Timmons Wealth Management, a firm he has led since 2012. Based in Attleboro, MA, he holds a Series 65 license and focuses on comprehensive financial planning and investment management. Timmons Wealth Management provides discretionary investment management and integrated financial planning to individuals, small businesses, and charitable organizations. The firm manages approximately $145 million in discretionary assets and emphasizes customized asset allocations combined with fundamental and macroeconomic analysis, integrating individualized financial planning into its wealth management services.

Vannak Sao is a financial advisor at Proactive Financial Solutions 360, LLC, holding Series 63 and Series 65 licenses with two years of industry experience. He has a background that includes operating his own sole proprietorship and involvement with All Star Staffing, LLC. Outside of advisory work, he concurrently runs an accounting and tax-preparation practice. Proactive Financial Solutions 360 offers discretionary asset management, financial planning, consulting, and ERISA retirement-plan advisory services to individuals and businesses. The firm tailors investment programs based on client goals, time horizon, and risk tolerance, utilizing fundamental, technical, charting, and cyclical analysis, with quarterly reviews that include rebalancing and tax-loss harvesting.

Leonard Hirst II is a CFP®-certified financial advisor with 32 years of industry experience. He is the principal of Hirst Financial Independence Planning, Inc., where he has worked since 2016. Prior to this, he spent 12 years at CWM, LLC, and 20 years at Hirst Wealth Management, Inc. In addition to his financial advisory work, Leonard practices law as an attorney at his own law office. Hirst Financial Independence Planning, Inc. provides fee-only financial planning and wealth management services to individuals, high-net-worth clients, businesses, and charitable organizations. The firm manages client accounts on a discretionary basis, focusing on personalized investment policies and fundamental analysis to build diversified portfolios tailored to each client’s objectives and risk tolerances.

Christopher Gauthier is a CFP® professional with seven years of industry experience, currently serving at Proactive Financial Solutions 360, LLC in North Attleboro, MA. He has prior experience at firms including Corrigan Financial and Castro, Thresher and Oliviera P.C., and also owns and directs a tax and accounting services business. Proactive Financial Solutions 360 provides discretionary asset management, financial planning, retirement-plan advisory services, and consulting to individuals and businesses. The firm utilizes a combination of fundamental, technical, charting, and cyclical analysis in tailoring investment programs, incorporates quarterly portfolio reviews, and offers comprehensive financial planning for clients managing $250,000 or more in assets.

Lisa Picillo is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Spinnaker Asset Management Inc. She has worked at Purshe Kaplan Sterling Investments, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and National Financial Services, LLC. Picillo is also the owner of Picillo Advisors LLC, a holding company. Spinnaker Asset Management is a state-registered advisory firm managing approximately $38.7 million for around 178 clients. The firm serves individual and high-net-worth clients using a core-and-satellite investment approach with model portfolios primarily implemented through ETFs and supplemented by selected satellite securities.