Raymond Jacques is a CFP® professional with 40 years of experience in the financial industry. He has been with New England Schooner, Inc. since 1998 and also has a long tenure at Royal Alliance Associates, INC. Outside of his advisory work, Jacques is involved in youth hockey programs, serving as a team director and coach for nonprofit and LLC-sponsored girls and boys hockey teams. New England Schooner, Inc. provides portfolio management, financial planning, and pension consulting to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach is grounded in fundamental analysis and tailored to client goals and risk tolerance, managing portfolios across various asset classes while maintaining limited discretionary authority.

William Furber is a financial advisor at Park State Asset Management LLC with 40 years of industry experience. He previously worked at Raymond James & Associates for nine years before joining Park State in 2025. He holds Series 63 and Series 65 licenses. Park State provides discretionary and non-discretionary investment management and consulting services to individuals, charitable organizations, profit-sharing plans, and trusts. The firm emphasizes fundamental, business-oriented analysis and long-term ownership, typically focusing Global Equity portfolios on 15–20 high-quality companies while also offering Conservative and Balanced strategies tailored to client needs.

Lonnie Mayer is a financial advisor at Good Harbor Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Investment Center Inc and LPL Financial. Mayer provides administrative support to Good Harbor Advisors alongside his advisory role. Good Harbor Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and pension consulting, using a combination of customized allocations and multiple investment analyses, supported by AI tools for service delivery.

Michael Capobianco is a financial advisor with MWA Asset Management based in Danvers, MA. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at several firms, including Triad Advisors and Lattanzi Financial, and owns Rorcha LLC, a business consulting firm. MWA Asset Management provides discretionary and non-discretionary asset management and financial planning services to individuals, pensions, trusts, estates, and charitable organizations. The firm customizes portfolios based on client objectives and uses both internal and third-party research to guide investment decisions.

James Baga is a financial advisor with Essex Private Wealth Management LLC, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. He has been affiliated with Huntwicke Securities, LLC and Huntwicke Advisors, LLC since 2016. Essex Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, managing approximately $330.5 million for about 216 clients. The firm’s investment approach primarily utilizes mutual funds and ETFs with a generally long-term orientation, incorporating both fundamental and technical analysis along with internal due diligence.

Joshua Massey is a financial advisor based in Ipswich, MA, with 21 years of industry experience. He holds a Series 65 designation and has been working as an advisor since 1994. Outside of his advisory role, he is a member of Cameron-Elmwood Realty, LLC, where he provides input on lease negotiations and extraordinary issues. His firm offers discretionary investment management services to individuals, high-net-worth clients, trusts, and estates, managing approximately $97 million in client assets. The firm focuses on closed-end fund event opportunities and utilizes borrowing strategies to actively manage portfolios.

Grant Spradlin is a financial advisor at First Light Investment Advisors with a Series 65 credential and three years of industry experience. He has held roles at several firms including Vertesia, iSOFTSTONE, Orange Logic, Nuxeo, and Salesforce. Outside of financial advising, he serves as Vice President of Product for Composable Prompts, an AI software development company. First Light Investment Advisors provides fee-based, discretionary portfolio management and custom advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy with fundamental, technical, and cyclical analysis to manage portfolios, using listed securities, options, and cash positions for risk management.

Michael Finer is a CFP® professional with 21 years of experience in financial advising. He has been with Finer Wealth Management, Inc. since 1996 and also serves as president and CPA of Finer Financial & Tax, Inc., a firm he founded in 1995. Finer Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides financial planning, discretionary portfolio management, and integrated wealth management, managing approximately $249.7 million in assets for about 244 clients.

Robert Deiana Jr. is a financial advisor at Lighthouse Financial, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TQM Wealth Partners and Edward Jones. In addition to his advisory role, he is a licensed insurance agent for annuities, life, health, and long-term care insurance through various unaffiliated companies. Lighthouse Financial serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing wealth management, financial planning, and retirement-plan advisory services. The firm employs a long-term, discretionary investment approach that integrates fundamental and technical analysis to create diversified portfolios primarily composed of ETFs, mutual funds, and individual equities.

Douglas Soons is a financial advisor with Revolution Capital, Inc in Salem, MA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Revolution Capital since 2000. Outside of his primary role, he co-owns Sanderling Expat Advisors, a financial advisory firm serving American citizens and green card holders living in France. Revolution Capital provides financial planning and discretionary investment management to individuals, business owners, and trusts, managing approximately $44 million in discretionary assets. The firm serves a small client base with portfolios built from diversified allocations of index funds, ETFs, mutual funds, and individual equities, emphasizing tailored financial plans and periodic rebalancing.

Russell Obrien is a financial advisor at Nu Paradigm Investment Partners L.L.C. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aberdeen Standard Investments, Inc. and Wall Street Access Asset Management. He has been with Nu Paradigm since 2014. Nu Paradigm Investment Partners is a small registered investment adviser that offers discretionary investment management and retirement-plan advisory services to institutional and individual clients. The firm focuses on customized, long-term portfolios and provides fiduciary 3(38) services alongside plan-sponsor support such as investment policy development and benchmarking.

Duncan Perry is a financial advisor at Smarter Bear Financial Advisory with a Series 65 designation and two years of industry experience. Before joining Smarter Bear LLC, he worked at Numerated Growth Technologies, Klaviyo, and Charles River Development. He also provides executive management consulting for high-tech companies. Smarter Bear Financial Advisory offers Financial Life Planning and investment advising for individuals, trusts, and estates, focusing on clients with complex asset situations such as private company stock and business ownership stakes. The firm uses an asset-allocation framework that includes non-public and non-securities assets and typically operates on a largely non-discretionary basis.

Adam Neves is a financial advisor at First Light Investment Advisors in Manchester, MA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Citizens Inn, New England Investment & Retirement Group, ECCF, and Anchor Capital Advisors. First Light Investment Advisors provides fee-based, discretionary portfolio management and custom advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm applies a tactical allocation strategy using fundamental, technical, and cyclical analysis to manage portfolios, including trading listed securities and options.

William Guglielmo D'annibale is a financial advisor with American Retirement & Investment Strategies, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with the firm since 2006. In addition to his advisory role, he operates an insurance agency offering various insurance products. American Retirement & Investment Strategies provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs a documented client profile and Investment Policy Statement to guide investment choices, utilizing a combination of fundamental and technical analysis and a proprietary Dynamic Portfolio equity strategy.

Owen Hyland is a financial advisor at Family Partners Capital, LLC with one year of industry experience. Prior to joining Family Partners Capital, he worked at Empaxis Data Management and Portolan Capital. He has also been involved with Faraday West Indies Rum, a business that is currently winding down operations. Family Partners Capital provides discretionary portfolio management primarily to high-net-worth individuals, endowments, and foundations. The firm employs a concentrated equity approach combined with active use of options and trading strategies, conducting monthly portfolio reviews under discretionary authority.

Joseph Rosano is a financial advisor at R.A.I. Financial Services, Inc. with 25 years of industry experience. He holds a Series 65 designation and has operated Rosano Associates, Inc. since 1998. R.A.I. Financial Services is a fee-only advisory firm that provides comprehensive financial planning and investment management to individuals, retirement accounts, trusts, and small businesses. The firm follows asset-allocation principles based on Modern Portfolio Theory, emphasizing global diversification through no-load and low-load funds and ETFs, primarily managing accounts on a discretionary basis.

Samuel Cohen is a CFP® and CFA® with four years of industry experience. He is currently an advisor at Park State Asset Management LLC and has previously worked at firms including Securities America Advisors, Alpha IR Group, Santander Securities, BlackRock Investments, and Raymond James Financial. Park State Asset Management LLC provides discretionary and non-discretionary investment management and consulting services to individuals, charitable organizations, profit-sharing plans, trusts, and other entities. The firm’s investment approach emphasizes fundamental, business-oriented analysis and long-term ownership, typically focusing Global Equity portfolios on 15–20 high-quality companies with strategies tailored to client time horizons, liquidity needs, and risk tolerance.

Lawrence Derany is a financial advisor at Smarter Bear Financial Advisory with a Series 65 designation and two years of industry experience. Prior to joining Smarter Bear, he worked for ten years at Tibco Software Inc. He also engages in management consulting for high-tech firms specializing in software and data sciences. Smarter Bear Financial Advisory provides Financial Life Planning and investment advising to individuals, trusts, and estates, focusing on clients with complex asset situations such as pensions, private company stock, and ownership stakes. The firm integrates non-public and non-securities assets into its asset-allocation framework and typically operates on a largely non-discretionary basis.

Jonathan Iannacone is a financial advisor at Wernau Asset Management with 11 years of industry experience. He holds a Series 65 designation and has been with Wernau Asset Management since 2014. In addition to his advisory role, he is the founder and CEO of Verge Advisors LLC, a business consulting firm serving private companies. Wernau Asset Management provides fee-based discretionary and non-discretionary investment management and consulting to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a value-oriented investment approach and offers services ranging from hourly consulting to family office planning for complex client needs.

Brian Woodland is a financial advisor with Essex Private Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Essex Private Wealth Management since 2009 and is also involved in several business ventures, including his role as president of Huntwicke Capital Group, which oversees various enterprises such as Ipswich Brewery Partners and Skillz Check Soccer, a youth soccer training organization. Essex Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, managing approximately $330.5 million across about 216 clients. The firm offers discretionary and non-discretionary investment management along with comprehensive wealth planning, using a mix of mutual funds and ETFs with a long-term investment approach supplemented by both fundamental and technical analysis.