Edward Albert Wardle

Samuel Graham is a CFP® professional with two years of experience currently serving at Sweeney Financial Advisors. He has worked with Sweeney Financial Advisors for over ten years. Sweeney Financial Advisors offers financial planning and discretionary investment management to individuals, families, trusts, endowments, retirement-plan sponsors, and business entities. The firm uses a fee-only approach with tailored portfolios that incorporate low-cost funds, fixed income, and private alternative investments, serving clients with a minimum of $500,000 in assets.

Christopher June is a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of industry experience. He is a partner, chief investment officer, and wealth advisor at Sweeney Financial Advisors for over 24 years since 2002, a team of four advisors based in Bedford, NH. Chris spends his time helping people of all ages and income levels to grow their net worth, plan for and decide when & how to retire, and manage their investment portfolio. Chris provides a completely customized approach to helping his clients manage their finances. Since 1998, Sweeney Financial Advisors has helped individuals, families, business owners and nonprofits make confident financial decisions through personalized, goals-driven guidance. As a fee-only fiduciary firm, we are paid directly by our clients, not through commissions or product sales, so our advice remains focused on your goals, your interests and your financial future. With over a century of combined experience, our professionals support clients with deep expertise and a history of successfully navigating complex financial challenges. Sweeney Financial Advisors provides financial planning and discretionary investment management to individuals, families, trusts, endowments, qualified retirement-plan sponsors, and business entities. The firm emphasizes tailored portfolios that consider client goals and tax factors, using low-cost institutional funds, fixed-income securities, and select private alternative investments.

Ryan Flynn is a financial advisor and business planning strategist helping business owners, executives, and high-earning professionals create clarity, structure, and long-term confidence in their financial lives. He navigates personal financial planning with the realities of running and scaling a business. His approach is simplifying complexity. Clients come to him because they’re navigating growth, life transitions, rising income, or retirement and want a financial plan that ties together everything from cash flow and tax strategy to retirement income and business succession. Ryan focuses on aligning personal and business goals, identifying blind spots, and developing plans that help clients use their money intentionally. His work includes business evaluations, benefit and retirement plan analysis, cash flow structuring, tax-efficient income planning, legacy considerations, and coordinated strategies that blend financial, business, and personal priorities. Ryan is known for his clear communication, level-headed guidance, and ability to explain financial decisions in a way that feels actionable rather than overwhelming. Rooted in collaboration, partnering with CPAs, attorneys, and other advisors he ensures clients have a complete, coordinated support team. Ryan’s priority is giving clients financial confidence, developing a financial plan for their specific needs, no matter the stage of life or business. Baystate Financial does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser. Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. Ryan is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). Supervisory address: Baystate Financial One Marina Park Drive, 16th Floor Boston, MA. Phone number: 617‐585‐4500. Ryan is licensed to sell Insurance products in the following jurisdictions: CA, CO, CT, KY, MA, ME, NC, NH, NY, NC, SC, TX, UT, VT Ryan is licensed to sell securities products in the following jurisdictions: CA, CT, KY, MA, NH, NJ, NY, SC, VT Ryan cannot communicate with, nor respond to requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business. CA Insurance LIC#: 4371139 | State of Domicile: NH

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.

Anthony Chen is a financial advisor at Honorable Financial Services, LLC, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Transamerica Financial Advisors and World Financial Group. Outside of his advisory role, Chen is involved in healthcare software development as a quality assurance manager for ClearCost Health. Honorable Financial Services provides ongoing financial planning and discretionary portfolio management primarily to individual clients focused on retirement and major life transitions. The firm employs a top-down asset allocation strategy using passive ETFs and partners exclusively with the Betterment platform for custody, model implementation, and trade execution.

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.