Geoffrey Soper

David Engels is the sole advisor at Engels Investment Advisors, LLC, an independent firm he has led since 2000. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Based in Center Sandwich, NH, Engels focuses exclusively on serving high-net-worth individuals and families. Engels Investment Advisors, LLC manages approximately $28.8 million for a small client base, providing long-term supervisory portfolio management and advice on asset allocation and specific securities. The firm employs a research-driven investment approach combining fundamental, technical, and cyclical analysis, and operates on a fully non-discretionary basis.

Deborah Doucet is a CFP® with 15 years of industry experience and is the sole advisor at Saco River Financial Planning in Bartlett, NH. She has worked at LPL Financial since 2012. Outside of advising, she is involved in adjunct teaching and self-publishes books. Saco River Financial Planning serves middle-income individuals and families, as well as trusts, estates, charitable organizations, and small businesses. The firm provides comprehensive financial planning and generally manages client assets on a largely non-discretionary basis, emphasizing client control over transaction approval.

Craig Duvarney is the principal of Craig Duvarney, CFP, an SEC-registered, single-adviser firm based in Bartlett, New Hampshire. He holds the CFP® designation and has 26 years of industry experience, including roles at Royal Alliance Associates, Inc. and Osaic Wealth. Duvarney volunteers as a guest lecturer and mentor at Babson College and serves as a counselor for the Van Noy Valor Foundation, a nonprofit supporting disadvantaged youth. His firm primarily serves high-net-worth individuals and families, offering written financial planning, customized portfolio management, and retirement plan consulting. The investment approach includes long-term positions using actively managed mutual funds, ETFs, stocks, bonds, and cash equivalents, with discretionary authority commonly used for rebalancing and quarterly account reviews.

Dolores Kong is a CFP® with 24 years of industry experience, currently serving as a financial advisor at B. Riley Wealth Advisors, Inc. since 2021. Her prior experience includes 17 years at Winslow, Evans & Crocker, Inc. Outside of her advisory role, she is an IRS licensed enrolled agent who provides individual tax preparation seasonally and operates a hiking-focused blog and book project through AOMM Enterprises LLC. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a variety of advisory programs, financial planning, and retirement solutions through multiple program structures and a combination of proprietary and third-party asset management.

Callum Maclean is a financial advisor at Moors & Cabot, Inc. with 31 years of industry experience. He has held positions at Moors & Cabot since 2017 and previously worked at Janney Montgomery Scott for 13 years. Outside of his advisory role, he serves as Treasurer for the Walpole Area Visiting Nurses Association and is Co-Director of the Newsboys Reading Room Association. He also volunteers with the Waterville Valley Resort Ski Patrol as an emergency outdoor care responder. Moors & Cabot provides investment advisory services to individual and high-net-worth clients, corporations, pension plans, and charitable organizations, employing a variety of analytic approaches and offering discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Kimberly Du Laurence is a Certified Financial Planner® with 21 years of industry experience. She has been with Facet Wealth since 2020 and previously worked at Tiaa and Citizens Financial Group. Kimberly holds Series 63 and Series 66 licenses. Facet Wealth serves individual members across a broad range of net worth levels through subscription-based financial planning that includes investment management. The firm uses technology-driven, model-based asset allocation primarily with ETFs and offers additional strategies such as direct indexing and tax-loss harvesting at certain service tiers.