Robin Dale Morrell

Thomas Villeneuve is a financial advisor with Monadnock Retirement Solutions, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He has held prior roles at Citizens Securities, NYLIFE Securities, New York Life Insurance Company, and Baltimore Life. Outside of advisory work, he serves as a part-time instructor providing basic financial education at UNH Cheshire Academy of Lifelong Learning. Monadnock Retirement Solutions offers comprehensive financial planning and investment management to individual and high-net-worth clients, focusing on written financial plans and ongoing portfolio oversight. The firm manages client assets primarily on a non-discretionary basis and incorporates insurance and long-term care reviews, 401(k) evaluations, and tailored model portfolios through third-party sub-advisers.

Samuel Graham is a CFP® professional with two years of experience currently serving at Sweeney Financial Advisors. He has worked with Sweeney Financial Advisors for over ten years. Sweeney Financial Advisors offers financial planning and discretionary investment management to individuals, families, trusts, endowments, retirement-plan sponsors, and business entities. The firm uses a fee-only approach with tailored portfolios that incorporate low-cost funds, fixed income, and private alternative investments, serving clients with a minimum of $500,000 in assets.

Christopher June is a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of industry experience. He is a partner, chief investment officer, and wealth advisor at Sweeney Financial Advisors for over 24 years since 2002, a team of four advisors based in Bedford, NH. Chris spends his time helping people of all ages and income levels to grow their net worth, plan for and decide when & how to retire, and manage their investment portfolio. Chris provides a completely customized approach to helping his clients manage their finances. Since 1998, Sweeney Financial Advisors has helped individuals, families, business owners and nonprofits make confident financial decisions through personalized, goals-driven guidance. As a fee-only fiduciary firm, we are paid directly by our clients, not through commissions or product sales, so our advice remains focused on your goals, your interests and your financial future. With over a century of combined experience, our professionals support clients with deep expertise and a history of successfully navigating complex financial challenges. Sweeney Financial Advisors provides financial planning and discretionary investment management to individuals, families, trusts, endowments, qualified retirement-plan sponsors, and business entities. The firm emphasizes tailored portfolios that consider client goals and tax factors, using low-cost institutional funds, fixed-income securities, and select private alternative investments.

Eric Sanborn is the principal and sole advisor at On Track Financial LLC, an independent registered investment adviser based in Concord, NH. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, Essential Planning LLC, Jason & Charles LLC, and LORD & SANBORN Inc. Outside of investment advisory, he is involved in building management through a real estate holding company and holds a license for fixed insurance sales. On Track Financial provides financial planning, estate planning, insurance consulting, and investment advisory services primarily to individuals and high-net-worth clients. The firm manages approximately $78 million across 145 client relationships, utilizing diversified portfolio strategies that include mutual funds, ETFs, individual securities, and fixed income to align with clients’ risk tolerance and estate considerations.

Anthony Chen is a financial advisor at Honorable Financial Services, LLC, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Transamerica Financial Advisors and World Financial Group. Outside of his advisory role, Chen is involved in healthcare software development as a quality assurance manager for ClearCost Health. Honorable Financial Services provides ongoing financial planning and discretionary portfolio management primarily to individual clients focused on retirement and major life transitions. The firm employs a top-down asset allocation strategy using passive ETFs and partners exclusively with the Betterment platform for custody, model implementation, and trade execution.

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.