Samuel Barker

Eric Sanborn is the principal 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 33 years of industry experience. Prior to founding On Track Financial in 2024, Mr. Sanborn worked at several firms including Purshe Kaplan Sterling Investments and LORD & SANBORN Inc. Outside of his advisory work, he is involved in building management through his membership in Jason & Charles LLC, a real estate holding company. On Track Financial serves individuals and high-net-worth clients by providing financial planning, estate planning, insurance consulting, and investment advisory services. The firm manages diversified portfolios using mutual funds, ETFs, and individual securities, and combines discretionary management with client review and approval processes.

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.

Alexander Miller is the sole advisor and principal at BQ Asset Management, holding a Series 65 credential with one year of industry experience. His prior work includes roles at LPT and Associates and various positions outside the financial sector. BQ Asset Management offers discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, and trusts. The firm employs a multi-method investment approach incorporating charting, fundamental, technical, cyclical, and economic analysis to tailor strategies aligned with client goals and risk tolerance.

Michael Solari is a Certified Financial Planner™ and holds a Series 66 license with 15 years of industry experience. He has been the sole advisor at Solari Financial Planning, LLC in Goffstown, NH since 2013. Solari Financial Planning, LLC provides fee-only financial planning and investment advisory services to individuals, families, trusts, estates, and small plans. The firm emphasizes asset allocation, low-cost diversified investments, tax efficiency, and non-discretionary, client-approved portfolio management.

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.

Samuel Graham is a CFP® at Sfm, LLC in Manchester, NH, with two years of industry experience. He has been with Sfm, LLC since 2015. Outside of his advisory role, Mr. Graham works as a valet at Hanover Street Chophouse. Sfm, LLC serves individuals, families, and institutional clients, managing approximately $323 million across 264 client relationships. The firm offers discretionary investment management and comprehensive financial planning, employing a mix of fundamental, technical, and cyclical analysis to customize portfolios using low-cost institutional funds and other investment vehicles.