Carey Roebuck is the sole advisor at Carey S. Roebuck Financial Services, LLC, an independent firm based in Brewster, MA. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Roebuck has operated his own advisory firm since 2015. The firm provides portfolio management and investment advice to individuals, corporations, businesses, and high-net-worth clients, managing approximately $5.54 million in assets across 36 discretionary accounts. Its investment approach combines charting, fundamental, technical, and cyclical analysis, utilizing strategies such as long- and short-term purchases, active trading, option writing, and investments in ETFs and ETNs.

Jeremy Bogle is the principal of Bogle Wealth Management, LLC, an independent firm based in Yarmouth Port, MA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, operating his own advisory practice since 2010. Bogle Wealth Management provides investment management and advisory services primarily to high-net-worth individuals, families, trusts, and estates, focusing on customized portfolios using ETFs, individual stocks, and bonds. The firm manages approximately $20.5 million on a non-discretionary, fee-only basis and integrates tax and accounting services through an affiliated Enrolled Agent.

At Pier 42 Advisors, we understand that successful wealth planning is about more than just plugging numbers into a formula and generating a generic plan. Instead, it’s about taking the time to understand your specific needs and the “why” behind your motivations. Our goal is to serve as your trusted partner by working alongside you to incorporate your values, emotions, concerns and motivations into a tailored financial plan to guide your actions. By focusing primarily on building relationships, trust and understanding, we are better able to help you achieve your version of financial success, whatever that may be.

Joseph Williams is a CFA® charterholder with 21 years of industry experience. He is the sole advisor at J. Williams Wealth Management, LLC, an independent firm based in East Dennis, MA. In addition to his advisory work, he is a partner in a home-based bed and breakfast business, Mermaid Cottage, where he participates in hosting and managing the business. J. Williams Wealth Management provides portfolio management and investment advice to individual clients, employing a tactical asset-allocation strategy that adjusts equity and bond allocations based on market cycles. The firm consolidates clients’ accounts into a single portfolio and uses a scoring system to evaluate investments, offering both discretionary and non-discretionary services with a focus on a small client base.

Harry Bower is the sole advisor at Harry S. Bower, LLC, an independent firm based in Dennis, MA. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 17 years of industry experience. He has led his firm since 2006. Harry S. Bower, LLC provides non-discretionary investment consulting to individuals, trusts, estates, and charitable organizations, focusing on portfolio construction, equity market conditions, and asset allocation. The firm emphasizes large-cap domestic and international equities and investment-grade fixed income, and advises on complex strategies such as options and derivatives without discretionary trading authority.

Gregory Barry is a financial advisor at Norcross Capital Management LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wellington Management Company LLP for 11 years. His current role involves managing discretionary investment portfolios for a select group of clients. Norcross Capital Management LLC provides discretionary investment management to individual and high-net-worth clients using a value-oriented, absolute-return, bottom-up approach. The firm manages diversified portfolios that may include equities, fixed income, REITs, ETFs, commodities, and cash, and does not incorporate ESG criteria or cryptocurrencies in its investment process.

Margaret Mcnabb is a CFP® professional with over 31 years of experience in the financial industry. She has been the sole advisor at Portfolios Boston since 1994. Portfolios Boston is an independent, fee-only investment management firm serving primarily retired individuals and those nearing retirement. The firm manages approximately $19 million across about two dozen clients, focusing on portfolios built from individual stocks, bonds, mutual funds, closed-end funds, and ETFs selected through fundamental analysis without the use of short selling or options.

Douglas McClennen is the sole advisor at Douglas A. McClennen IA, an independent firm based in East Harwich, MA. He holds a Series 65 designation and has 18 years of industry experience, operating his own practice since 2006. In addition to investment advisory services, he manages stock portfolios as a trustee for various trusts and provides investment advice to multiple parties. Douglas A. McClennen IA primarily advises individuals, trusts, and endowments, and also works with groups evaluating retirement plans. The firm employs a research-driven investment approach focused on low-cost, no-load index funds, periodic rebalancing, and risk-adjusted allocation, supplemented by individual stock selections when appropriate.

Mark Schiffenhaus is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Long Point Wealth Management, LLC. His prior roles include positions at Cantella & Co., Inc. and Detwiler Fenton Investment Management LLC. He is also involved in managing family LLCs. Long Point Wealth Management provides discretionary wealth management and financial planning services to individuals, trusts, and estates, managing approximately $39.9 million for 36 clients. The firm employs a long-term, diversified portfolio approach incorporating ETFs, mutual funds, individual equities, and a systematic managed-futures sleeve, with an uncommon emphasis on the explicit use of derivatives for low-correlation exposure and crisis protection.