Jessica K. Mclavey

Brandon Archibald is a financial advisor with The Ivy League Advisory Group, LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been with The Ivy League Advisory Group since 2014, following prior roles at Gradient Advisors, LLC and Primerica Advisors. In addition to his advisory role, Archibald is involved in insurance sales and service. The Ivy League Advisory Group provides investment advisory and planning services to individual clients, including high-net-worth individuals, as well as retirement plan sponsors. The firm emphasizes non-discretionary asset management using diversified, low-cost mutual funds and ETFs, along with educational seminars and workshops.

Christopher Della Valle is a financial advisor at C2C Wealth Management, LLC in Gilford, NH, holding a Series 65 designation with over seven years of advisory experience including his current role and his work at DV Consulting Group LLC. Prior to his advisory career, he held a position at Dunkin' Donuts LLC. C2C Wealth Management provides discretionary wealth management and financial planning services primarily to individuals, high-net-worth clients, trusts, and estates, managing approximately $180 million in assets. The firm employs fundamental analysis with a long-term investment approach while also monitoring portfolios for rebalancing and cash flow needs.

Markus Cole is a financial advisor at The Ivy League Advisory Group, LLC with a Series 65 credential. He has been with the firm since 2019 and has prior experience as a sole proprietor. The Ivy League Advisory Group provides investment advisory and planning services to individuals, including high-net-worth clients, and retirement plan sponsors. The firm focuses on non-discretionary asset management using diversified, low-cost mutual funds and ETFs, with client approval required for transactions and a strong emphasis on educational seminars and workshops.

Peter Laufenberg is a financial advisor with The Ivy League Advisory Group, LLC, holding a Series 65 designation and 10 years of industry experience. He has been with The Ivy League Advisory Group since 2016. The Ivy League Advisory Group provides investment advisory and planning services to individual clients, including high-net-worth individuals, and retirement plan sponsors. The firm operates primarily on a non-discretionary basis, offering diversified, low-cost portfolio solutions alongside educational seminars and workshops.

Lucas Beane is a financial advisor at The Foundry Financial Group, Inc. in Laconia, NH, holding the Series 65 designation. He has recently transitioned from educational roles at Bryant University and local schools to his current position, beginning his industry experience in 2024. The Foundry Financial Group serves individuals, high-net-worth clients, and employer-sponsored retirement plans with comprehensive portfolio management and financial planning. The firm employs a blend of macroeconomic analysis and modern portfolio theory, utilizing a range of investment vehicles including ETFs, mutual funds, and specialized instruments such as interval funds and buffer ETFs.

Luis Trigueros is a financial advisor at Independence Financial Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Independence Financial Advisors, he worked at Lockwood Hills Federal, LLC and has held positions in healthcare and mental health organizations. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, offering separately managed account portfolio management and financial planning services. The firm manages assets on both discretionary and non-discretionary bases using defined model allocations and an internal approved list of securities.