Kevin Delaney

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 CFP® with 15 years of industry experience, currently serving as the Chief Compliance Officer and Investment Advisor Representative at ATI Wealth Partners, LLC. He also holds an advisory role at J. Murphy Asset Management, LLC. ATI Wealth Partners offers discretionary asset management and financial planning services to individuals, small businesses, and fiduciary clients, utilizing a long-term strategic asset allocation with diversified ETFs and structured notes. The firm incorporates derivatives and options strategies in separately managed accounts, a practice less common among independent advisers.

Robert Foster Jr. is the sole advisor at Plain Talk Financial Planning, LLC, holding a Series 65 designation and beginning his advisory career in 2024. He has worked at Nokia since 1984 as a Technical Support Engineer, a role that occupies the majority of his time. Plain Talk Financial Planning, LLC is a fee-only, state-registered investment adviser serving individuals and high-net-worth clients with investment management and financial planning services. The firm uses asset allocation principles and a combination of passive and active strategies, often incorporating third-party model portfolios and outside managers to implement advice.

Robert Salzer is a financial advisor with NAV Wealth Management LLC in Amesbury, MA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has led NAV Wealth Management since 2014. Outside of advisory work, he serves as president of the Woburn High School Scholarship Fund and is a trustee of The Tidd Home Inc., overseeing its portfolio. NAV Wealth Management LLC provides discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs modern portfolio theory and a long-term trading approach, tailoring portfolios to client risk tolerance and time horizon, and is notable for its client mix that includes charitable and corporate clients.

Rhonda Bowden is a CFP® professional with two years of industry experience, currently serving as the sole advisor at Hanai Financial. She previously worked at Zeiders for ten years before joining Hanai Financial in 2023. Hanai Financial provides investment management primarily for pooled vehicles and institutional clients, while also offering financial planning and educational seminars to individuals, charitable organizations, and businesses. The firm employs a passive, asset-allocation-based approach using mutual funds and ETFs and serves individual clients without a stated account minimum.

Roger Blundell is the sole advisor at New England Tactical Investments LLC, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, Freedom, and Interstate Arms. New England Tactical Investments LLC provides discretionary portfolio management and investment advice to individual and high-net-worth clients, employing a tactical approach that integrates technical and cyclical analysis with modern portfolio theory across various asset classes.