Rachel Jean Brown Lawrence

Jeremiah Chaplin is a CFA® charterholder and Series 65 licensed advisor at Truehand Inc, an independent registered investment advisory firm based in Strafford, NH. He has been with Truehand since 2022 and previously worked in roles at RSA Security, Deep Core Data, and Cimpress. His background includes technical experience in software and engineering alongside advanced investment training. Truehand serves individuals, families, and entities with investment management, financial planning, and fiduciary services. The firm employs a disciplined investment process focusing on large-cap, blue-chip stocks within a buy-and-hold framework and offers a range of service tiers, including active and passive management with bespoke ESG indexing tailored to client needs.

Barry Obrien is a CFP® professional with 19 years of experience in the financial advisory industry. He is the principal advisor at O'Brien Asset Management LLC, an independent firm he has led since 2007. O'Brien Asset Management provides comprehensive financial planning and investment management services to individuals and families, including high-net-worth clients. The firm’s investment approach focuses on long-term, diversified portfolios primarily using no-load mutual funds and ETFs, emphasizing non-discretionary asset management and customized investment policy statements.

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.

Matthew Daigneault is a financial advisor at Dirigo Financial LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Aries Wealth Management, Marble Trail Advisors, and Purshe Kaplan Sterling Investments. Dirigo Financial serves individual and high-net-worth clients by providing asset management, financial planning, and consulting services. The firm also offers consulting to employee benefit plans, using a fundamental, long-term investment approach tailored to each client’s goals and risk tolerance.

Christopher Rockwell is a financial advisor at RSI Advisors in Dover, NH, holding a Series 65 designation with nine years of industry experience. He has been operating Rock Solid Investments LLC since 2015. RSI Advisors provides financial planning, portfolio management, and investment consultation to individual and high-net-worth clients. The firm combines strategic passive asset allocation with active tactical approaches based on business-cycle analysis and proprietary volatility trading signals, and offers services including retirement, tax, estate, and education planning.

Eric Wasson is a CFP® certificant with 32 years of experience in the financial services industry. He is the principal advisor at AZTEC Financial Group, LLC, where he has worked since 2018, and also maintains a relationship with LPL Financial. Wasson holds Series 63 and Series 65 licenses and is additionally licensed to sell fixed insurance products. AZTEC Financial Group, LLC provides financial education and comprehensive planning services primarily to retail and high-net-worth individuals, focusing on retirement planning and goal-oriented strategies. The firm emphasizes individualized, relationship-based planning and does not hold custody of client assets, with investment implementation offered through separate brokerage and advisory arrangements.