John Joseph Heaney

Brian McGuigan is a certified financial planner (CFP®) with 27 years of experience in the financial services industry. He is the principal of McGuigan Financial, LLC, an independent advisory firm he founded in 2018. His prior experience includes roles at Edward Jones and Flagship Harbor Advisors. McGuigan Financial, LLC manages approximately $79 million for individual, high-net-worth, and retirement plan clients. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing fundamental analysis and tailored portfolio construction on open-architecture platforms in affiliation with LPL Financial.

Kathi Spurr is the principal advisor at Spurr Financial Investment Services, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at H.D. Vest Advisory Services, Inc. and Ms Howells & Co. In addition to her advisory work, she manages a fixed and index life insurance and annuity business through MS Insentra, LLC. Spurr Financial Investment Services, LLC provides discretionary investment and wealth management services to individuals, high net worth clients, trusts, and estates. The firm’s investment approach focuses on long-term strategies using diversified mutual funds, ETFs, and individual securities, with portfolio customization based on tax status, risk tolerance, and client-specific factors.

Stuart Hawver is the principal of Stu Hawver, CFA, MBA, LLC, an independent advisory firm based in Wolfeboro, New Hampshire. He holds the CFA designation and has 22 years of industry experience, including a one-year tenure at Davidson Capital. His firm provides discretionary investment management and integrated financial planning to individual clients and trusts, focusing on low-cost, tax-efficient mutual funds and ETFs. The firm applies Modern Portfolio Theory in its model portfolios and offers performance-based fee arrangements alongside asset-based accounts.

John Pinto Jr. is a financial advisor at Sintra Capital Corp with 46 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Sintra Capital Corporation since 1987 and Fairport Capital, Inc. since 1993. Pinto also serves as a director for several funds, including Sintra Fund, Ltd. and Mako Europe Fund Limited. Sintra Capital focuses on emerging-market investing through discretionary managed accounts and advisory services for accredited investors and private investment funds. The firm aims for long-term capital appreciation by investing in equity and debt securities across developing markets using fundamental analysis while retaining flexibility for shorter-term trading.

Matthew Krause is a financial professional with 16 years of industry experience, currently at William J. Krause CPA, P.C., where he has worked since 2005. The firm is a certified public accounting practice offering tax preparation, payroll, business consulting, and other accounting services to a range of clients, including individuals, corporations, partnerships, estates, trusts, and nonprofit organizations. When clients require investment services, William J. Krause CPA, P.C. acts as a solicitor and consultant through alliances with UBS Financial Services Inc. and Morgan Stanley Smith Barney, LLC, with investment accounts managed directly by those broker-dealers.

William Krause is a CPA with 21 years at William J. Krause CPA, P.C. and 14 years of industry experience. He leads a team of eight advisors based in Wolfeboro, NH. William J. Krause CPA, P.C. is a certified public accounting firm providing tax preparation, payroll, business consulting, and other accounting services to individuals, corporations, partnerships, estates, trusts, and nonprofit organizations. The firm focuses primarily on tax and business advisory work and operates as a solicitor and consultant for investment services through formal alliances with UBS Financial Services Inc. and Morgan Stanley Smith Barney, LLC.