Reed Wilson

Robert Maloney is a financial advisor at Squam Lakes Financial Advisors, LLC, with 28 years of industry experience. He has been with Squam Lakes Financial Advisors since 2007. Squam Lakes Financial Advisors serves a small client base including individuals, business entities, and trusts, offering financial planning and consulting services such as tax planning and preparation. The firm does not provide investment management but refers clients to independent third-party managers and monitors their performance, operating under written financial planning agreements with fixed or hourly fee arrangements.

William West is the sole advisor at DW West Investments LLC in Groton, NH. He holds a Series 65 designation and has one year of experience in financial advising. Prior to founding his firm, he worked at Mount Prospect Academy, the National Renewable Energy Laboratory, and the University of Maine, where he held roles related to advanced structures and composites. William also maintains full-time employment outside the advisory business with specific conflict-mitigation measures in place. DW West Investments LLC provides discretionary portfolio management primarily to retail and high-net-worth individuals. The firm constructs portfolios using three model allocations focused on technology and high-quality U.S. companies, applying fundamental research and structured rebalancing within client-specific investment guidelines.

Lawrence Dwight III is a financial advisor at Squam Lakes Investment Management, LLC, holding a Series 65 designation with five years of industry experience. He founded Dwight Investment Counsel, LLC, where he has provided investment advisory services since 2019. Prior to that, he worked at Stericycle, Inc. for four years. Squam Lakes Investment Management, LLC offers personalized, discretionary portfolio management and ongoing financial advice to individuals, families, trusts, and business entities. The firm emphasizes long-term wealth preservation and growth through fundamental analysis, primarily investing in equities with selective use of low-cost ETFs and fixed income, while managing a small number of client relationships to maintain service capacity.

John Elliott is the principal of John Elliott Wealth Management LLC in New London, NH. He holds a Series 65 designation and has prior work experience at Shift Technology and Duck Creek Technologies, spanning over 16 years in the technology sector. John Elliott Wealth Management LLC provides integrated wealth management services primarily to individuals and families with investable assets of $1 million or more, as well as related trusts, estates, and other legal entities. The firm manages portfolios in-house using a combination of fundamental and technical analysis, focusing on a predominantly long-term equity approach with discretionary and non-discretionary arrangements.

Kelly Luethje is a CFP® and holds a Series 65 license with 11 years of industry experience. She has been with Willow Planning Group, LLC since 2014, serving as the firm's sole advisor. Willow Planning Group is an independent advisory firm providing comprehensive financial planning and consulting to individuals, families, business entities, and retirement plan administrators. The firm emphasizes educational programming and periodic newsletters, offering investment analysis and recommendations focused on passive, asset-class-based strategies without direct portfolio management.

Peter Hager is a financial advisor with Hager Investment Management Services, LLC, holding a Series 63 designation and over 25 years of industry experience. He has been with Hager Investment Management Services since 1982. Hager Investment Management Services is a family-managed registered investment adviser that provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, charities, trusts, and estates. The firm employs a client-specific investment approach combining fundamental, quantitative, and cyclical analysis with modern portfolio theory, and maintains a defined retirement-plan practice including plan monitoring and participant education.