Lucas Pozzetta

Eric Sanborn is the owner and sole advisor of On Track Financial LLC, an independent registered investment adviser based in Concord, NH. He holds Series 65 and Series 63 licenses and has 34 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Essential Planning, and LORD & SANBORN Inc. Outside of financial advising, he is a licensed agent involved in fixed insurance sales and a member of a real estate holding company. On Track Financial serves individual and high-net-worth clients, providing financial planning, estate planning, insurance consulting, and investment advisory services. The firm manages approximately $78 million across around 145 client relationships and employs diversified portfolio strategies using mutual funds, ETFs, and individual securities tailored to clients’ risk tolerance and tax considerations.

John Colligan is a CFP® with 16 years of industry experience and the principal advisor at Colligan Advisory, LLC, an independent firm he founded in 2009. He holds Series 63 and Series 65 licenses and operates from Concord, NH. Colligan Advisory provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $70 million in assets, focusing on strategic and tactical asset allocation using both fundamental and technical analysis across various asset classes, with a long-term approach that allows for shorter-term adjustments.

Natalya Pearl is a CFP® and holds a Series 66 license with 10 years of industry experience. She is the sole advisor at Dragonfly Wealth Advisory, an independent firm she joined in 2026 after working six years at Bangor Savings Bank and ten years at Infinex Investments. Dragonfly Wealth Advisory serves individual and high-net-worth clients by providing ongoing portfolio management and comprehensive financial planning. The firm uses cyclical and fundamental analysis, modern portfolio theory, and quantitative methods to guide long-term trading, focusing on mutual funds, equities, fixed income, ETFs, and select international securities.

Souheil Asmar is a financial advisor at Triumph Wealth Management LLC in Concord, NH, holding a Series 65 designation with 15 years of industry experience. He has been president of Triumph Business Advisors LLC since 2010, where he provides business consulting services including marketing, strategic and financial planning, tax planning and preparation, and executive coaching. Triumph Wealth Management serves individual clients and small businesses with tailored financial, tax, and retirement planning, focusing on detailed financial reviews and written plans without engaging in securities trading or discretionary account management. The firm operates on a fee-only basis and integrates formal tax credentials into its advisory services.

Keith Burbank is a financial advisor at Capitol Wealth Management with 12 years of industry experience. He holds a Series 65 designation and has worked at Capitol Wealth Management since 2017, following four years at Boston Asset Management Inc. Capitol Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a tactical allocation approach to discretionary portfolio management, combining fundamental, technical, and cyclical analysis to tailor investment strategies according to clients’ objectives, risk tolerance, and time horizons.

David Woolpert is a financial advisor at Altus Investment Group in Concord, NH, holding a Series 63 designation with 29 years of industry experience. He has been with Altus Investment Group since 2003 and also teaches at the Concord Community Music School, a role he has held since 1996. Altus Investment Group provides personalized financial planning and analysis to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes discovery and written plans over ongoing asset management and operates primarily on fixed and hourly fees rather than percentage-of-assets billing.