Andrew Thomas Orsini

Janice Ainsworth is a financial advisor with Rockworth Investment Services LLC, holding a Series 65 designation and 16 years of industry experience. She has been with Rockworth Investment Services since its founding in 2010 and also maintains a long-standing career with RE/MAX Presidential in real estate. Rockworth Investment Services provides continuous, discretionary portfolio and asset management to individuals, corporate plans, and trusts. The firm employs an active, tactical investment approach favoring ETFs and individual stocks, with frequent monitoring and portfolio adjustments in response to market developments.

Deborah Doucet is a CFP® professional with 16 years of experience in financial advising. She is the sole advisor at Saco River Financial Planning in Bartlett, NH, and has previously worked at LPL Financial and Citizens Securities, Inc. In addition to her advisory work, she engages in self-publishing books and serves as an adjunct instructor. Saco River Financial Planning serves middle-income individuals and families, as well as trusts, estates, charitable organizations, and small businesses, offering comprehensive financial planning and investment advisory services with a focus on client-directed, largely non-discretionary asset management.

Craig Duvarney is the principal of Craig Duvarney, CFP, an SEC-registered, single-adviser firm based in Bartlett, New Hampshire. He holds the CFP® designation and has 26 years of industry experience, including roles at Royal Alliance Associates, Inc. and Osaic Wealth. Duvarney volunteers as a guest lecturer and mentor at Babson College and serves as a counselor for the Van Noy Valor Foundation, a nonprofit supporting disadvantaged youth. His firm primarily serves high-net-worth individuals and families, offering written financial planning, customized portfolio management, and retirement plan consulting. The investment approach includes long-term positions using actively managed mutual funds, ETFs, stocks, bonds, and cash equivalents, with discretionary authority commonly used for rebalancing and quarterly account reviews.

James Mac Millan is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at GWFS Equities, Inc., Bank of America, N.A., and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Lawrence Nicotera is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with GWFS Equities, Inc. since 2017. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies to emphasize long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Brian Day Lewis is a financial advisor with LPL Financial who holds the Series 63 and Series 65 designations and has 24 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Investors Capital Corp. He is also a notary associated with Lifeline Financial Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary strategies supported by technology and extensive resources.