Stephen Coolidge

Justin Moyer is a financial advisor at KWM Financial LLC with seven years of industry experience. He holds a Series 65 designation and has been with KWM Financial, formerly Kearsarge Wealth Management, since 2017. Outside of his advisory role, he works as a pilot for Southwest Airlines, dedicating approximately 15% of his time during trading hours to this activity. KWM Financial LLC is a state-registered investment adviser serving individuals, high-net-worth families, and institutional clients, including employer-sponsored pension and profit-sharing plans. The firm employs a proprietary core-satellite investment approach based on fundamental research and offers both discretionary and non-discretionary portfolio management as well as financial planning and retirement plan consulting services.

Barry Obrien is a CFP® with 18 years of industry experience and has been the sole advisor at O'Brien Asset Management since 2007. He holds Series 63 and Series 65 licenses and operates from Eliot, ME. O'Brien Asset Management provides comprehensive financial planning and investment management services to individuals and families, including high-net-worth clients. The firm emphasizes personalized Investment Policy Statements, diversified asset allocations using low-turnover no-load mutual funds and ETFs, and generally manages portfolios on a non-discretionary basis with client pre-approval for changes.

Adam Mead is the principal advisor at Mead Capital Management, LLC, holding a Series 65 credential with 11 years of industry experience. He has been managing his independent firm since 2014 and concurrently serves as Assistant Vice President and Commercial Loan Portfolio Manager at Pentucket Bank. Mead Capital Management provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and other business entities. The firm focuses on value-oriented, fundamental analysis with a concentrated portfolio approach and serves clients who prefer a long-term, business-owner perspective on publicly traded securities.

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.

Richard Davisson is the sole advisor at Davisson Investment, LLC in Newington, NH, holding Series 63 and Series 65 credentials with 22 years of industry experience. Outside of financial advising, he serves as chairman and secretary and owns a 15% stake in Sponge-Jet, Inc., an industrial abrasives company, and is president and a minority owner of Milton Oil Corp, involved in oil production. Davisson Investment, LLC provides discretionary portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm employs a fundamental, primarily long-term investment approach with tailored asset allocation and security selection, maintaining ongoing client monitoring and periodic reviews.

Craig Krespach is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at Golden Financial Services in Portsmouth, NH. He has been with the firm since 2004 and holds Series 63 and Series 65 licenses. Prior to his advisory role, he has experience as a certified public accountant. Golden Financial Services provides discretionary portfolio management and consulting services to individuals, trusts, estates, charitable organizations, foundations, corporations, and other business entities. The firm tailors investment programs based on client goals and risk tolerance, managing portfolios with a mix of mutual funds, ETFs, bond funds, and, when appropriate, individual equities and fixed-income securities.