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.

Robert Foster Jr. is the sole advisor at Plain Talk Financial Planning, LLC, holding a Series 65 designation and beginning his advisory career in 2024. He has worked at Nokia since 1984 as a Technical Support Engineer, a role that occupies the majority of his time. Plain Talk Financial Planning, LLC is a fee-only, state-registered investment adviser serving individuals and high-net-worth clients with investment management and financial planning services. The firm uses asset allocation principles and a combination of passive and active strategies, often incorporating third-party model portfolios and outside managers to implement advice.

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.

Robert Salzer is a financial advisor with NAV Wealth Management LLC in Amesbury, MA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has led NAV Wealth Management since 2014. Outside of advisory work, he serves as president of the Woburn High School Scholarship Fund and is a trustee of The Tidd Home Inc., overseeing its portfolio. NAV Wealth Management LLC provides discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs modern portfolio theory and a long-term trading approach, tailoring portfolios to client risk tolerance and time horizon, and is notable for its client mix that includes charitable and corporate clients.

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.

Roger Blundell is the sole advisor at New England Tactical Investments LLC and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and previously worked at The Prudential Insurance Company of America and Pruco Securities. His background also includes six years at Interstate Arms. New England Tactical Investments LLC is an independent firm offering discretionary portfolio management and investment advice to individual and high-net-worth clients. The firm employs a tactical approach that integrates technical and cyclical analysis with modern portfolio theory, utilizing a range of instruments and trading strategies.

Patrick Mc Coy is a financial advisor with Main Street Financial Advisory LLC, holding a Series 65 designation and 24 years of industry experience. His prior roles include positions at The Financial Advisors and Lowell, Blake & Associates, Inc. Outside of finance, he serves as an Implant System Ambassador for Integrum, LLC, assisting candidates and representing the company publicly. Main Street Financial Advisory LLC provides portfolio management and comprehensive financial planning to individual and high-net-worth clients as well as charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative analysis with a long-term trading orientation, managing both discretionary and non-discretionary accounts.

Steven Stanganelli is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Clear View Wealth Advisors, LLC since 2010, serving as the sole advisor at the independent firm based in Amesbury, MA. Clear View Wealth Advisors, LLC provides financial planning, investment management, and tax preparation services to individuals, families, trusts, estates, and business entities. The firm employs a combination of strategic, index-based allocations with tactical overlays and risk controls, utilizing low-cost ETFs alongside selected active and alternative investments.

Kevin Delaney is a financial advisor with KD Wealth Management LLC in Hampton, NH. He holds the Series 63 and Series 66 designations and has 18 years of industry experience. Prior to founding KD Wealth Management in 2020, he worked at Apollo Financial Group and Fidelity Investments. KD Wealth Management provides personalized investment management and financial planning to individuals, high-net-worth clients, and businesses. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental analysis, and offers services including third-party manager selection and portfolio supervision.

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.

Daniel Pimental is a financial advisor with Alignment Financial Group in Exeter, NH, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Wells Fargo Advisors for six years and has been with Alignment Financial Group since 2009. Alignment Financial Group provides fee-based pension consulting and fiduciary services to plan sponsors, institutions, and other business entities, along with discretionary investment management and comprehensive financial planning for high-net-worth individuals and trusts. The firm’s approach includes a custom, discretionary investment process utilizing tactical allocation strategies and a broad range of instruments, and it also serves as an exempt commodity pool operator and manages digital currency pooled vehicles.

Susan Parigian is a CFP® professional with 25 years of experience. She is the sole advisor at Geld Financial Advisors, Inc. and has worked at Saba, Colman & Hunt, P.C., a certified public accounting firm, since 1994, where she provides tax preparation, tax research, and accounting services. Geld Financial Advisors, Inc. operates as a referral-only investment adviser representative, primarily directing high-net-worth clients to independent, SEC-registered advisers for investment management. The firm does not manage assets or custody securities but sources referrals mainly through its close affiliation with Saba, Colman & Hunt, P.C.

Patricia Rosen is a CFP®-certified financial advisor at Access Financial Planning, LLC in Newburyport, MA, with eight years of industry experience. She previously worked at LPL Financial in 2023 and has led Access Financial Planning since 2017. Access Financial Planning, LLC is an independent, fee-only firm serving individuals, families, and small-business clients with comprehensive financial planning and investment advisory services. The firm employs a tailored investment approach combining passive strategies with fundamental and technical analysis, offering portfolio construction, ongoing supervision, and support for clients using outside money managers.

Carl Boedecker is an investment advisor representative at Seaport Financial Planning, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at StoneX Securities Inc since 2019. In addition to his advisory work, he is a co-owner of a rental lake house. Seaport Financial Planning primarily serves individual clients and also works with trusts, estates, charitable organizations, corporations, investment companies, and pension or profit-sharing plans. The firm offers comprehensive financial planning and investment advisory services, emphasizing a four-step planning process and diversified allocations aimed at long-term capital appreciation.

Jonathan Rogers is the principal and sole advisor at Clearview Financial Strategies LLC in Atkinson, NH, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Gradient Advisors, Inspire Advisors, and operating as a sole proprietor under Clearview Financial Strategies. Outside of financial advising, he owns Horizon Properties LLC, a residential property management business. Clearview Financial Strategies provides discretionary asset management, qualified retirement plan advice, and hourly financial planning to individual clients, typically serving households with a minimum of $500,000 in assets. The firm customizes investment programs based on client goals and risk tolerance and incorporates insurance services through the owner’s independent insurance agency.

Holly Colvin is a CFP® and CFA® credentialed financial advisor with 13 years of industry experience. She has been the principal of Helm Financial Planning LLC since 2015. Helm Financial Planning provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, diversification-focused investment approach grounded in modern portfolio theory and fundamental analysis, with portfolios tailored to client objectives, tax considerations, and liquidity needs.

Jason Canzano is the principal of Breakwater Asset Management, LLC, an independent firm based in Hampton, NH. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Since 2013, he has also served as a director at Preferred Home Care & Nursing Services DBA Acceleron Medical Products, where he manages and supervises business operations. Breakwater Asset Management provides discretionary investment management and fee-only financial planning to individuals, retirement plans, trusts, non-profits, and businesses. The firm employs a technical-analysis and momentum-driven investment approach, actively managing portfolios using ETFs, closed-end funds, and individual equities to adjust positioning across various time horizons.

Loretta Scarpettiscroggins is a financial advisor at Aventura Capital Management, LLC with 17 years of industry experience. She holds Series 63 and Series 65 designations and has been with Aventura since 2011. She is also involved with Scarpetti & Scroggins, LLC, a business engaged in the sale of fixed annuities, life insurance, disability insurance, and long-term care insurance. Aventura Capital Management provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as institutional and household entities. The firm employs a combination of fundamental security analysis and asset allocation with various investment strategies, offering both discretionary and non-discretionary supervisory services across multiple asset classes.

William Gaudino II is a CFP® with 33 years of industry experience, currently serving as an investment advisor representative at ArborStone Financial, LLC. He previously worked at Ameriprise for 34 years and is also registered as a representative with Purshe Kaplan Sterling Investments, Inc. In addition to his advisory role, he is a licensed insurance agent. ArborStone Financial provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamentals-driven, long-term investment approach using model portfolios, ETFs, mutual funds, and individual securities, and oversees client strategies that may include independent managers.

Robert Kintz is a financial advisor at Mardin Capital Group with 19 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial from 2007 to 2026 before joining Mardin Capital Group. In addition to his advisory role, he is commissioned as a Notary Public. Mardin Capital Group provides integrated wealth management services to individuals and families, focusing on discretionary investment management and financial planning tailored to clients’ goals, risk tolerance, and time horizons. The firm employs a planning-driven, goals-based investment approach, utilizing diversified portfolios and tax-aware strategies while maintaining discretionary trading authority.