Jean Trim

Peyton Oakes Bryden is a Series 65 credentialed advisor at Steele Street Capital LLC with one year of industry experience. Prior to joining Steele Street Capital, he worked at Prescott Hamilton International for three years and was employed by the University of New Hampshire for four years. Outside of his advisory work, he owns IBW Group, LLC, which designs and manufactures camera systems. Steele Street Capital serves individuals, families, affiliated trusts, and business clients through various service lines including comprehensive wealth management, limited-scope advisory, financial and investment planning, and retirement-plan consulting. The firm offers both discretionary and non-discretionary asset management, utilizing custodian platforms such as LPL Financial and Betterment Advisor Solutions, and is notable for sponsoring wrap-fee programs and integrating business transition and cash-management consulting.

Justin Moyer is a financial advisor at KWM Financial LLC with seven years of industry experience. He holds a Series 65 designation and has been with KWM Financial, formerly Kearsarge Wealth Management, since 2017. Outside of his advisory role, he works as a pilot for Southwest Airlines, dedicating approximately 15% of his time during trading hours to this activity. KWM Financial LLC is a state-registered investment adviser serving individuals, high-net-worth families, and institutional clients, including employer-sponsored pension and profit-sharing plans. The firm employs a proprietary core-satellite investment approach based on fundamental research and offers both discretionary and non-discretionary portfolio management as well as financial planning and retirement plan consulting services.

John Mccune Jr. is a CFP® professional with 28 years of industry experience, currently serving as the sole advisor at Gulfstream Financial Group LLC since 2005. Prior to and concurrently with his role at Gulfstream, he has been affiliated with LPL Financial. Outside of financial advising, he is involved in commercial lobster fishing on weekends and occasionally works as an engineer/deckhand for tugboats. He also serves as a board member for Piscataqua Savings Bank. Gulfstream Financial Group provides financial planning and investment advice to individuals, trusts, estates, and business entities, focusing on tailored written plans and consultations. The firm employs a long-term, asset-allocation approach without discretionary trading authority, charging hourly and fixed fees rather than percentage-based fees.

Russell Robertson is a CERTIFIED FINANCIAL PLANNER™ with 15 years of industry experience. He is the sole advisor at ATI Wealth Partners, LLC, an independent firm based in New Castle, NH, and has worked with J. Murphy Asset Management, LLC since 2022. ATI Wealth Partners provides discretionary asset management and financial planning services to individuals, small businesses, and trusts, estates, and charitable organizations. The firm employs a long-term strategic asset allocation approach using low-cost, broadly diversified ETFs, structured notes, and, for some clients, option-writing strategies.

Eric Gregg is the principal and sole advisor at Four Tree Island Advisory LLC in Portsmouth, NH. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, all with Four Tree Island Advisory since its founding in 2011. Outside of advisory work, Mr. Gregg serves on the advisory board and is a minority owner of Microwave Techniques LLC, and he is a board member of Portsmouth Regional Hospital as well as a member of the governance committee for the Foundation of Seacoast Health. Four Tree Island Advisory LLC provides discretionary investment management to individual and institutional clients through separately managed accounts. The firm employs a limited set of named strategies focusing primarily on liquid equities and fixed income, and uses derivative strategies alongside traditional investments to manage client portfolios.

Barry Obrien is a CFP® professional with 19 years of experience in the financial advisory industry. He is the principal advisor at O'Brien Asset Management LLC, an independent firm he has led since 2007. O'Brien Asset Management provides comprehensive financial planning and investment management services to individuals and families, including high-net-worth clients. The firm’s investment approach focuses on long-term, diversified portfolios primarily using no-load mutual funds and ETFs, emphasizing non-discretionary asset management and customized investment policy statements.