Christopher William Neeb

Robert Maloney is a financial advisor at Squam Lakes Financial Advisors, LLC, with 28 years of industry experience. He has been with Squam Lakes Financial Advisors since 2007. Squam Lakes Financial Advisors serves a small client base including individuals, business entities, and trusts, offering financial planning and consulting services such as tax planning and preparation. The firm does not provide investment management but refers clients to independent third-party managers and monitors their performance, operating under written financial planning agreements with fixed or hourly fee arrangements.

William West is the sole advisor at DW West Investments LLC in Groton, NH. He holds a Series 65 designation and has one year of experience in financial advising. Prior to founding his firm, he worked at Mount Prospect Academy, the National Renewable Energy Laboratory, and the University of Maine, where he held roles related to advanced structures and composites. William also maintains full-time employment outside the advisory business with specific conflict-mitigation measures in place. DW West Investments LLC provides discretionary portfolio management primarily to retail and high-net-worth individuals. The firm constructs portfolios using three model allocations focused on technology and high-quality U.S. companies, applying fundamental research and structured rebalancing within client-specific investment guidelines.

Lawrence Dwight III is a financial advisor at Squam Lakes Investment Management, LLC, holding a Series 65 designation with five years of industry experience. He founded Dwight Investment Counsel, LLC, where he has provided investment advisory services since 2019. Prior to that, he worked at Stericycle, Inc. for four years. Squam Lakes Investment Management, LLC offers personalized, discretionary portfolio management and ongoing financial advice to individuals, families, trusts, and business entities. The firm emphasizes long-term wealth preservation and growth through fundamental analysis, primarily investing in equities with selective use of low-cost ETFs and fixed income, while managing a small number of client relationships to maintain service capacity.

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 at The Foundry Financial Group, Inc. in Laconia, NH, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Cambridge Investment Research Advisors, Meredith Village Savings Bank, and Sardinha Brands, Inc. The Foundry Financial Group advises individuals, high-net-worth clients, and employer-sponsored retirement plans with services ranging from financial planning to discretionary and non-discretionary portfolio management. The firm utilizes a blend of top-down macroeconomic analysis and modern portfolio theory, constructing portfolios primarily with ETFs, mutual funds, fixed income, and other pooled vehicles, while incorporating less-common instruments and serving as an ERISA investment fiduciary for trustee-directed plans.

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.