Amanda Ann Alksnitis

Eric Sanborn is the principal and sole advisor at On Track Financial LLC in Concord, NH, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and LORD & SANBORN Inc. Outside of his advisory role, he is involved in building management through a real estate holding company and is a licensed fixed insurance agent. On Track Financial is an independent registered investment adviser serving individuals and high-net-worth clients with financial planning, estate planning, insurance consulting, and investment advisory services. The firm manages approximately $78 million across 145 client relationships, employing diversified portfolios that combine mutual funds, ETFs, and individual securities with a focus on risk tolerance, tax, and estate considerations.

John Colligan is a CFP® with 16 years of industry experience and the principal advisor at Colligan Advisory, LLC, an independent firm he founded in 2009. He holds Series 63 and Series 65 licenses and operates from Concord, NH. Colligan Advisory provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $70 million in assets, focusing on strategic and tactical asset allocation using both fundamental and technical analysis across various asset classes, with a long-term approach that allows for shorter-term adjustments.

Scott Sullivan is a financial advisor at Bay Point Financial, LLC in Bedford, NH, holding Series 63 and Series 65 registrations with 34 years of industry experience. His career includes roles at OSAIC, Triad Advisors, Independent Advisers Group Corp, and Osaic FS, Inc. Sullivan is also owner of an insurance business selling life, disability, health, and long-term care insurance, and serves as a corporator for Franklin Savings Bank. Bay Point Financial, LLC advises individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing financial planning, retirement plan consulting, and third-party program consulting. The firm emphasizes diversified, passive core allocations using index funds and ETFs, applying asset allocation and Modern Portfolio Theory, and typically operates on a non-discretionary basis by directing clients to third-party managers with discretionary authority.

Natalya Pearl is a CFP® and holds a Series 66 license, with 10 years of experience in the financial industry. She is the sole advisor at Dragonfly Wealth Advisory, where she has worked since 2026. Prior to this, she spent six years at Bangor Savings Bank and ten years at Infinex Investments. Dragonfly Wealth Advisory serves individual and high-net-worth clients by providing discretionary portfolio management combined with comprehensive financial planning. The firm emphasizes written Investment Policy Statements and tailors strategies based on client goals, tax considerations, and risk tolerance, using a blend of cyclical, fundamental, and quantitative analysis alongside modern portfolio theory.

Michael Solari is a Certified Financial Planner™ and holds a Series 66 license with 15 years of industry experience. He has been the sole advisor at Solari Financial Planning, LLC in Goffstown, NH since 2013. Solari Financial Planning, LLC provides fee-only financial planning and investment advisory services to individuals, families, trusts, estates, and small plans. The firm emphasizes asset allocation, low-cost diversified investments, tax efficiency, and non-discretionary, client-approved portfolio management.

Souheil Asmar is a financial advisor at Triumph Wealth Management LLC in Concord, NH, holding a Series 65 designation with 15 years of industry experience. He has been president of Triumph Business Advisors LLC since 2010, where he provides business consulting services including marketing, strategic and financial planning, tax planning and preparation, and executive coaching. Triumph Wealth Management serves individual clients and small businesses with tailored financial, tax, and retirement planning, focusing on detailed financial reviews and written plans without engaging in securities trading or discretionary account management. The firm operates on a fee-only basis and integrates formal tax credentials into its advisory services.