Richard Robichaud

William Hurst is a financial advisor at Momentum Investment Research and Management, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity and Fidelity Brokerage Services, LLC. Momentum Investment Research and Management, LLC provides discretionary portfolio management and subadvisory services primarily to other advisers, as well as financial planning and account management for individual and high-net-worth clients. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, focusing on equity-oriented, long-term trading strategies and operates with discretionary trading authority.

Kenneth Posco is a CFP® professional with 21 years of industry experience and over 40 years as a CPA. He operates Investment Management Trust, LLC as its sole advisor. In addition to his advisory work, he owns and runs a separate CPA practice providing accounting, tax, and investment advisory services in Fitchburg, MA. Investment Management Trust, LLC provides discretionary investment management, wealth management, and financial planning primarily to middle-income clients, high-net-worth individuals, trusts, estates, and small businesses. The firm focuses on long-term portfolio construction using ETFs, individual stocks, and other instruments, combining fundamental, technical, and cyclical analysis while avoiding commission-based products and speculative investments.

Brian Sawyer is the founder and sole advisor of Larchmont Wealth Advisors in Lunenburg, MA, holding a Series 65 credential with 10 years of industry experience. He has managed Larchmont Wealth Advisors since 2015 and also operates Sawyer Automotive, an automotive repair business. Larchmont Wealth Advisors provides financial planning and portfolio management services primarily for individual investors and small businesses. The firm employs a top-down, macro-informed investment approach combined with core-plus-satellite construction and elements of active management, focusing on diversified, tax-conscious portfolios built from low-cost mutual funds, ETFs, and individual securities when appropriate.

Robert Bonacorsi is a CFP® with 34 years of industry experience, operating Bonacorsi Wealth Management in Amherst, NH. He has worked with Mike Bonacorsi LLC since 2010 and has been affiliated with LPL Financial since 2008. He is also the author of a book titled *Retirement Readiness* and engages in public speaking on related topics. Bonacorsi Wealth Management serves primarily individual and high‑net‑worth clients with comprehensive financial planning and both discretionary and non‑discretionary investment management. The firm offers tailored investment strategies that incorporate fundamental, technical, and cyclical analysis, along with long‑ and short‑term trading approaches, and sponsors its own wrap-fee program.

Charles Krause is a financial advisor at Monadnock Capital Partners, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Northstar Equities since 2007. Krause serves on the Monadnock Community Hospital Investment Committee as a volunteer member. Monadnock Capital Partners provides fee-based portfolio management and pension consulting to individuals, high-net-worth clients, businesses, and institutions. The firm employs a fundamental, disciplined investment approach and manages a small client roster with discretionary authority and ongoing oversight by its senior team.

Robert Ellis is a CFP®-certified financial advisor with 24 years of industry experience. He is the principal of Amherst Financial Group, LLC, which he founded in 2021, and has also worked with LPL Financial since 2012. In addition to his advisory work, Ellis serves as an on-call volunteer firefighter with the Amherst Fire Department. Amherst Financial Group provides asset management and financial planning primarily to individual and small-business clients, offering tailored investment strategies ranging from income preservation to aggressive growth. The firm integrates a broader set of affiliated financial services, including insurance, mortgage brokering, and tax preparation, to deliver a comprehensive approach beyond traditional portfolio management.