Charles Wayne Wagner

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.

Jeremiah Chaplin is a CFA® charterholder and Series 65 licensed advisor at Truehand Inc, an independent registered investment advisory firm based in Strafford, NH. He has been with Truehand since 2022 and previously worked in roles at RSA Security, Deep Core Data, and Cimpress. His background includes technical experience in software and engineering alongside advanced investment training. Truehand serves individuals, families, and entities with investment management, financial planning, and fiduciary services. The firm employs a disciplined investment process focusing on large-cap, blue-chip stocks within a buy-and-hold framework and offers a range of service tiers, including active and passive management with bespoke ESG indexing tailored to client needs.

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.

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.

Alexander Miller is the sole advisor and principal at BQ Asset Management, holding a Series 65 credential with one year of industry experience. His prior work includes roles at LPT and Associates and various positions outside the financial sector. BQ Asset Management offers discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, and trusts. The firm employs a multi-method investment approach incorporating charting, fundamental, technical, cyclical, and economic analysis to tailor strategies aligned with client goals and risk tolerance.

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.