Jeffrey Alan Jacobs

Christopher Mason is a financial advisor at Ox Lux Advisory LLC with one year of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Ox Lux Advisory, he worked at Aaron Wealth Advisors and Specialist TeleMed LLC, and he also has experience with Saudi Aramco. Ox Lux Advisory LLC provides advisory services to individuals, high-net-worth individuals, and charitable organizations, offering financial planning and ongoing portfolio management tailored to client goals. The firm integrates modern portfolio theory, quantitative and technical analysis, and employs various trading strategies, conducting regular account reviews and providing detailed reporting.

Hudsen Hagland is a CFP®-certified financial advisor with four years of industry experience. He currently leads AFS Wealth Management LLC, an independent advisory firm, and has prior experience at SHP Wealth Management, LLC and Fisher Financial Advisors, LLC. He also held a position at the University of Massachusetts Dartmouth from 2015 to 2020. AFS Wealth Management LLC is a single-advisor firm managing approximately $30.7 million for about 44 clients. The firm offers discretionary portfolio management and financial consulting tailored to individual client objectives, employing a combination of modern portfolio theory and technical analysis methods.

Heather Thompson is a Series 65-licensed financial advisor with eight years of industry experience. She has held positions at Best Life Infinity, LLC since 2023 and previously worked at Investment Advisor Group, American Tax and Financial Planners, and Investment Advisor Alliance. Before entering the financial sector, she taught at SAU 29 Keene High School and provided private tutoring. Best Life Infinity serves individual investors and families, including high-net-worth clients and military survivors. The firm offers investment management, financial planning, and retirement rollover advice, employing a range of strategies based on asset allocation, diversification, and both active and passive management.

Michael Adrian III is a financial advisor at Archer Investment Corporation with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archer since 2019. Prior to this, he spent over two decades at H.D. Vest Advisory Services and H.D. Vest Investment Services. Adrian is also a member of the Board of Directors for the Leland & Gray Education Foundation and is involved in tax preparation and accounting through Adrian & Adrian, LLC. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million using both discretionary and model-based strategies, focusing on diversified portfolios that include equities, fixed income, mutual funds, ETFs, and options.

Richard Anderson is a financial advisor with Flagship Harbor Advisors, LLC in Walpole, NH. He holds a Series 66 designation and has 18 years of industry experience. Anderson has been with Flagship Harbor Advisors since 2012 and has also worked with LPL Financial since 2011. Outside of his advisory work, he refers personal injury and medical-related cases to attorneys under established referral fee practices in New Hampshire. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and uses a combination of mutual funds, ETFs, individual securities, and independent managers with both fundamental and technical analysis across various trading strategies.

Norman Juniewic Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He previously spent 20 years with LPL Financial, LLC and currently operates Juniewic Financial Group. He is also the owner of Norman Juniewic, LLC, a private entity through which he conducts fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.