Gary Geraci

David Hunt Jr. is a CFP® and CFA® with 16 years of industry experience, currently serving as the sole advisor at Applied Capital Management, LLC. He has worked at LPL Financial since 2020 and has been affiliated with Applied Capital Management, Inc. since 2015. Applied Capital Management provides comprehensive financial planning and consulting services to individuals, trusts, estates, and small businesses. The firm emphasizes written financial plans and ongoing consulting, supporting a large client base with customized plans developed through detailed client engagement and fundamental analysis.

Anthony Corsino Jr. is a CFP® and ChFC® with seven years of industry experience, currently serving as the sole advisor at Zen Financial Planning, LLC in Andover, MA. His prior experience includes four years at Merrill Lynch and roles at Raytheon. He is an adjunct lecturer and subject matter expert for financial planning programs at Regis College and Boston University. Zen Financial Planning provides wealth management and financial planning services to individuals, families, trusts, estates, and business owners through its integrated Zen Advisory Program (ZAP), which combines discretionary investment management with comprehensive financial planning. The firm also offers targeted hourly and project-based planning and specializes in limited-scope ERISA retirement plan advisory services.

John Spoto is a CFP® and holds a Series 65 license, with 17 years of experience in the financial advisory industry. He has been with Sentry Financial Planning, LLC since 2008 and also has a longstanding role at Vanguard Systems Technology, Inc. since 1992. Sentry Financial Planning, LLC provides fee-only, fiduciary financial planning and investment advisory services primarily to individuals and trusts, including high-net-worth clients. The firm emphasizes long-term, buy-and-hold investing with a collaborative, non-discretionary approach to portfolio management.

Alicia Donahue is the sole advisor at Nashua Capital Management LLC, an independent firm based in Nashua, NH. She holds a Series 65 designation and has 13 years of industry experience, having led her firm since 2012. Nashua Capital Management provides discretionary portfolio management and incidental financial planning to individual and high-net-worth clients. The firm employs a long-term investment approach focused on dividend-paying growth and value companies, supplemented by ETFs, mutual funds, and fixed income for diversification.

Jeremy Gassman is the principal of Gassman Financial LLC in Salem, NH, with 28 years of experience in the financial industry. He holds Series 63 and Series 65 licenses and previously worked at Madison Avenue Securities, LLC for 13 years before focusing on his own firm. Gassman is also a licensed insurance professional involved in the sale of insurance and annuities. Gassman Financial LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, and estates. The firm manages approximately $112.6 million in assets under management, employing a long-term, diversified asset-allocation strategy using ETFs, mutual funds, individual equities, and fixed income, with discretionary portfolio management and periodic rebalancing.

Beth Lundberg is a CFP® and Series 65-registered financial advisor with five years at Hawthorne Wellman Financial Planning, LLC and a total of three years in the industry. Her prior experience includes roles at Hawthorne Wellman, LLC and Zeiders Enterprises, as well as self-employment. Outside of her advisory work, she dedicates time to an outside media project, a podcast. Hawthorne Wellman Financial Planning, LLC is a fee-only, state-registered investment adviser serving individuals, couples, and families with comprehensive financial planning and discretionary portfolio management. The firm employs an evidence-based, factor-driven, globally diversified, and cost-conscious investment approach tailored to clients’ tax situations, risk tolerances, and life goals.