David Joseph James

Eric Sanborn is the owner and sole advisor of On Track Financial LLC, an independent registered investment adviser based in Concord, NH. He holds Series 65 and Series 63 licenses and has 34 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Essential Planning, and LORD & SANBORN Inc. Outside of financial advising, he is a licensed agent involved in fixed insurance sales and a member of a real estate holding company. On Track Financial serves individual and high-net-worth clients, providing financial planning, estate planning, insurance consulting, and investment advisory services. The firm manages approximately $78 million across around 145 client relationships and employs diversified portfolio strategies using mutual funds, ETFs, and individual securities tailored to clients’ risk tolerance and tax considerations.

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.

Elizabeth Evans is a financial advisor at Cayena Capital Management, LLC with 16 years of industry experience. She has previously worked at Curbstone Financial Management Corporation and Fidelity Brokerage Services LLC. In addition to her advisory role, Evans consults for the Morgan Franklin Fellowship Foundation, developing financial literacy curriculum, and serves as a business advisor and underwriter at the Regional Economic Development Center. Cayena Capital Management serves individuals and families by providing comprehensive and modular financial planning, limited consulting, and non-discretionary investment consulting. The firm focuses on fundamental analysis, historical data review, risk profiling, and asset allocation principles, operating on an hourly or engagement basis without managing client accounts or placing trades.

Natalya Pearl is a CFP® and holds a Series 66 license with 10 years of industry experience. She is the sole advisor at Dragonfly Wealth Advisory, an independent firm she joined in 2026 after working six years at Bangor Savings Bank and ten years at Infinex Investments. Dragonfly Wealth Advisory serves individual and high-net-worth clients by providing ongoing portfolio management and comprehensive financial planning. The firm uses cyclical and fundamental analysis, modern portfolio theory, and quantitative methods to guide long-term trading, focusing on mutual funds, equities, fixed income, ETFs, and select international securities.

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.