Kurt Jamiel is a financial advisor at Income Associates in Barrington, RI, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera and Summit Financial Group. In addition to his advisory work, he owns and operates Quiet Keeper LLC, a sales and service business. Income Associates primarily serves individual investors, high-net-worth clients, and business entities, managing approximately $9.37 million in assets. The firm employs a discretionary investment approach tailored to client goals, utilizing a combination of fundamental, technical, and quantitative analysis alongside third-party model portfolios and sub-advisors.

David Kopack is a financial advisor with Boston Investment Trust Management, Inc. in Bridgewater, MA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Boston Investment Trust Management since 2006. Boston Investment Trust Management provides discretionary portfolio management, written financial planning, and consulting services to individuals, including high-net-worth clients, and business clients. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to develop individualized investment policies and manages a diverse range of securities, including oil and gas partnership interests, serving both U.S. and notable non-U.S. clients.

Stacie Skryz is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Lechner Associates since 2014. She is based in North Attleboro, MA, and focuses on comprehensive financial planning and wealth management. Lechner Associates is an independent, fee-only firm that serves approximately 125 clients with $94 million in assets under management. The firm provides non-discretionary portfolio management tailored through fundamental analysis and retirement modeling, offering both ongoing wealth management and hourly financial consultation services.

Steven Antunes is a CFP® professional with six years of experience in financial advisory roles. He is the sole advisor at GrowthFocus Wealth Management LLC in Swansea, MA, where he has worked since 2020. His prior experience includes positions at CITIZENS Bank and SK Wealth Management, LLC. GrowthFocus Wealth Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients. The firm employs a long-term, fundamental analysis approach using primarily low-cost, diversified mutual funds and ETFs, with portfolios customized to client goals and risk tolerance.

Abel Pizarro Jr. is a financial advisor at Pizarro Advisors with Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at New Leaf, PFS Investments Inc., and Primerica Financial Services. Pizarro Advisors is a state-registered investment adviser that provides financial planning, business consulting, and wealth management services to individuals, companies, and other advisers. The firm’s investment approach focuses on strategic asset allocation informed by fundamental analysis and macroeconomic indicators, tailoring portfolios to client objectives, risk tolerance, and tax considerations.

Robert Shuman is a CFA® charterholder and founder of Encore Investment Advisors, LLC, with four years of industry experience. Prior to establishing Encore, he held roles at Butterfield Asset Management, Civic Financial Services, and Northwestern Mutual Investment Management. Encore Investment Advisors serves individuals, high-net-worth clients, businesses, trusts, and estates across the U.S. and internationally. The firm offers customized wealth management with a primarily long-term, low-turnover investment approach that incorporates fundamental and technical analysis and uses a diversified mix of ETFs, mutual funds, equities, fixed income, and alternative investments.

James Carlson is a financial advisor at Carlson Planning Company with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including Gannet Wealth Advisors and Mass Mutual Investors Services. Outside of advising, he is involved with Entropy Mining, focusing on consulting and deployment of data center infrastructure for energy demand response, and also conducts financial education presentations. Carlson Planning Company serves individual clients, high-net-worth individuals, small businesses, and retirement plan sponsors, offering comprehensive financial planning and portfolio management. The firm employs a Modern Portfolio Theory approach with diversified, cost-efficient investments and provides both discretionary and nondiscretionary management alongside flexible planning engagements.

Roger Saint Pierre is a Series 65-licensed financial advisor with 30 years of industry experience. He has been with Northeast Capital Management, Inc. since 1999 and also has a long-standing association with Rhs Associates dating back to 1973. Northeast Capital Management provides discretionary investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs both fundamental and technical analysis and implements client-specific portfolios using a range of strategies tailored to each client’s objectives.

Gabriel Alvarez is a financial advisor at Alvarez & Associates Financial with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fidelity Investments for three years. Outside of advising, he spends part of his time driving for a rideshare service. Alvarez & Associates Financial is an independent, fee-only registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers both comprehensive and project-based financial planning and uses a blend of active and passive strategies with fundamental, technical, and cyclical analysis to manage client portfolios.

Mark Nassiff Jr. is the sole advisor at Southcoast Advisory Group, Inc. in Fall River, MA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has managed Southcoast Advisory Group since 2012 and has operated Nassiff Financial since 2007. Outside of advisory services, he is also involved in real estate sales and insurance. Southcoast Advisory Group provides investment supervisory services to individual clients, creating customized Investment Policy Statements and recommending diversified portfolios. The firm employs fundamental analysis and both long- and short-term trading strategies, while allowing clients to direct brokerage and retaining no discretionary trading authority.

Shaun Jones is a CFP® with 25 years of industry experience and is the sole advisor at Jones Fiduciary Wealth Management LLC in Pawtucket, RI. He previously worked for Diamond State Financial Group Inc, Minnesota Life, and Securian Financial Services INC from 2001 to 2021. In addition to his advisory work, Mr. Jones is a published author of *UnBrainwashed Investing: Protecting Your Portfolio From Today's Mislead Industry*. Jones Fiduciary Wealth Management serves individuals, families, trusts, estates, businesses, and charitable organizations by providing comprehensive financial planning, discretionary investment management, and consulting services. The firm utilizes a discovery-driven planning process to create customized portfolios and offers access to private pooled investment vehicles, including a series of real estate partnerships managed by Mr. Jones.

Thomas Mcauley is a financial advisor at EquityTrust with 21 years of industry experience. He has been with EquityTrust since 1979. EquityTrust provides discretionary investment management to individuals and a variety of private and institutional clients. The firm specializes in option strategies, primarily selling equity and index options to collect premium, and invests collateral in a range of interest-bearing and marketable securities.

Mitchell Zides is a CFP® professional with 19 years of experience in the financial industry. He is the sole advisor at Constant Guidance Financial, LLC, an independent firm based in North Attleboro, MA. Prior to founding his firm, he has worked with Pioneer Institutional Asset Management, Inc. and Pioneer Funds Distributor, Inc. Additionally, he is a licensed real estate agent, dedicating a small portion of his time to that activity outside of trading hours. Constant Guidance Financial is a fee-only, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm employs a client-specific investment approach using fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis with a focus on fiduciary standards and institutional custodian support.

Charles Means is the sole advisor at Charles J. Means & Co., LLC in Providence, RI, holding a Series 65 credential with 23 years of industry experience. He has led his firm since 2002, providing personalized investment management services. Charles J. Means & Co., LLC offers customized, discretionary portfolio management primarily for individuals, IRAs, trusts, estates, and charitable organizations. The firm manages approximately $84 million across about 59 accounts, focusing on equity and debt securities aligned with macroeconomic views and client objectives.

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.

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.

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.

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.