Amy Lynne Duffy

Christopher Mason is a financial advisor at Ox Lux Advisory LLC with one year of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Ox Lux Advisory, he worked at Aaron Wealth Advisors and Specialist TeleMed LLC, and he also has experience with Saudi Aramco. Ox Lux Advisory LLC provides advisory services to individuals, high-net-worth individuals, and charitable organizations, offering financial planning and ongoing portfolio management tailored to client goals. The firm integrates modern portfolio theory, quantitative and technical analysis, and employs various trading strategies, conducting regular account reviews and providing detailed reporting.

Hudsen Hagland is a CFP®-certified financial advisor with four years of industry experience. He currently leads AFS Wealth Management LLC, an independent advisory firm, and has prior experience at SHP Wealth Management, LLC and Fisher Financial Advisors, LLC. He also held a position at the University of Massachusetts Dartmouth from 2015 to 2020. AFS Wealth Management LLC is a single-advisor firm managing approximately $30.7 million for about 44 clients. The firm offers discretionary portfolio management and financial consulting tailored to individual client objectives, employing a combination of modern portfolio theory and technical analysis methods.

Nicholas Hobart is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Empower Advisory Group and previously spent three years at Benjamin F. Edwards & Co. Outside the financial industry, he works part-time as a center store clerk at Hannaford Supermarket. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm emphasizes long-term portfolio strategies through integrated planning and managed account solutions linked to its recordkeeping and administrative platforms.

Maria Horne is a Series 66-licensed financial advisor with LPL Financial, based in Claremont, NH. She has one year of industry experience and has worked at LPL Financial and Claremont Financial Services. Outside of her advisory role, she is a commissioned notary public in New Hampshire. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

William Stevens is a financial advisor at Edward Jones in Bellows Falls, VT, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Maccioli is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 credential and has worked at Woodbury Financial Services, Inc. and multiple related entities including Horizon Financial Services, where he serves as owner and provides services such as income tax preparation and payroll as well as fixed term life and health insurance. Outside of advising, he owns an LLC that designs and develops wildlife food plots. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers a range of services such as integrated brokerage and investment advisory, financial planning, and access to third-party money managers, using various tools and platforms to construct portfolios tailored to client needs.