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 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.

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.

Darryl Melcher is a financial advisor at Wade Management LLC in Somerset, MA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Fieldpoint Private Securities, LLC since 2011. Outside of his advisory role, he is involved in the life insurance business through Mass Mutual. Wade Management LLC provides investment supervisory services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a multi-method investment approach, including charting, fundamental, technical, and cyclical analysis, and uses both long-term and short-term trading strategies with a mix of traditional and higher-risk instruments.

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.

Joseph Digiammo Jr. is a CFP® professional serving as the sole advisor at JMD Financial Planning Inc. in Somerset, MA. He holds Series 63 and Series 66 registrations and has previously worked at Valtech and Publicis Sapient. He also maintains an outside consulting role that occupies about 20% of his time. JMD Financial Planning Inc. offers discretionary asset management and financial planning primarily to individual and high-net-worth clients, tailoring investment programs using equities, fixed income, mutual funds, ETFs, and limited conservative options strategies. The firm manages accounts separately without aggregating trades, does not vote client proxies, and discloses potential exposure to cryptocurrency ETFs in its investment approach.

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.

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.

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.

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.

James Mayer is a financial advisor at FamilyWealth Asset Management with five years of industry experience. He holds a Series 65 designation and has previously worked at Voya Financial and Freedom America Retirement Services of New England, where he also serves as president, offering fixed insurance products. FamilyWealth Asset Management serves individual and institutional clients, providing discretionary and non-discretionary portfolio management alongside retirement plan consulting and access to insurance products. The firm employs a multi-asset, dynamic investment approach that combines passive core exposures with higher-conviction active and alternative strategies.

Dustin Latham is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with Alternative Capitalis, LLC and has prior experience at Manulife Investment Management (US) LLC, Allspring Funds Management, LLC, and Queues Enforth Development, Inc. Outside of his advisory role, he owns a seasonal rental property on Cape Cod. Alternative Capitalis, LLC, operating as Kanon Bloch Carré, is a fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and pension consulting services, utilizing model portfolios and diverse investment strategies, including leveraged and derivative approaches.