Christopher Neeb

William West is the principal and sole advisor at DW West Investments LLC, an independent firm based in Groton, NH. He holds a Series 65 credential and has experience spanning roles at the University of Maine, National Renewable Energy Laboratory, and Mount Prospect Academy. Outside of his advisory work, he maintains full-time employment unrelated to the investment business. DW West Investments LLC provides discretionary portfolio management primarily to retail individuals, including high-net-worth households. The firm offers three model portfolios focused on technology, dividend-paying large caps, and innovation, applying fundamental research and risk controls while accommodating client-specific investment restrictions.

Lawrence Dwight III is the principal advisor at Dwight Investment Counsel, holding a Series 65 credential with four years of industry experience. Prior to founding his firm in 2019, he worked at Stericycle, Inc. and Lance Dwight Media, LLC. Dwight Investment Counsel is a state-registered investment adviser that provides personalized financial advice and discretionary portfolio management to individuals, families, business entities, and trusts. The firm emphasizes fundamental analysis with a focus on individual equities and low-cost ETFs for long-term growth, while using fixed income and money market funds for liquidity and stability, and manages accounts on a discretionary basis with quarterly reviews.

I started my career in Boston working with ultra-high-net-worth clients at a large wealth management firm. After more than a decade in that environment, I realized I wanted a different kind of success — one built around health, family, and purpose. In 2018, my wife and I relocated our family to the White Mountains of New Hampshire, where we’re raising our two kids and running our own businesses. That experience of stepping off the traditional path deeply shapes the way I now serve my clients. At Sheer Empowerment Financial, I work with mid-career professionals, parents, and self-employed individuals who are navigating transitions and want to bring more clarity and intention to their money. Whether you’re changing careers, growing a business, planning for kids, or simply seeking alignment between your finances and your values, I’ll help you simplify the complex, make thoughtful decisions, and move forward with a plan that reflects what matters most. I’m an advice-only, flat-fee planner — no product sales, no portfolio minimums, and no hidden agenda. My role is to provide you with objective, practical strategies and clear steps you can actually take. Ongoing support is available if you want a long-term partner, but it’s always flexible: some clients prefer periodic check-ins, while others just need a comprehensive plan or a focused session to gain confidence in their next move. As a CFA® Charterholder, CFP® professional, and Certified Health & Wellness Coach, I bring both technical expertise and a holistic perspective. Because money decisions don’t exist in isolation — they shape how you spend your time, manage your energy, and build the life you envision. If you’re looking for expert guidance from someone who’s been through major transitions himself, I’d love to connect. Together we can design a financial plan that reflects your values, supports your goals, and gives you the freedom to create the life you truly want.

Kelly Luethje is a CFP® and holds a Series 65 license with 11 years of industry experience. She has been with Willow Planning Group, LLC since 2014, serving as the firm's sole advisor. Willow Planning Group is an independent advisory firm providing comprehensive financial planning and consulting to individuals, families, business entities, and retirement plan administrators. The firm emphasizes educational programming and periodic newsletters, offering investment analysis and recommendations focused on passive, asset-class-based strategies without direct portfolio management.

Rachel Dadian is a financial advisor with The Foundry Financial Group, Inc. in Laconia, NH. She holds a Series 65 credential and has one year of industry experience. Her prior work includes roles at Cambridge Investment Research Advisors, Inc., Meredith Village Savings Bank, and Sardinha Brands, Inc. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans, offering investment management, financial planning, and retirement plan consulting for approximately 300 clients with $250 million in assets under management. The firm uses top-down macroeconomic analysis and modern portfolio theory to guide strategic and tactical allocations, employing a range of investment vehicles including mutual funds, ETFs, and less-liquid structured products.

Michael Fogarty is a financial advisor at The Foundry Financial Group, Inc. in Laconia, NH, holding CFP® and ChFC® designations with 34 years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. and Fogarty Associates, Inc. prior to his current role. Outside of advisory work, he is the owner of AEHT LLC, a real estate-related business. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans, offering investment management, financial planning, and retirement plan consulting to approximately 300 clients with $250 million in assets under management. The firm employs top-down macroeconomic analysis combined with modern portfolio theory to guide strategic and tactical allocations, utilizing a range of investment vehicles such as mutual funds, ETFs, fixed income, and alternative funds.