Steve R Palmer

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.

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.

Natalya Pearl is a CFP® and holds a Series 66 license, with 10 years of experience in the financial advisory industry. She has worked at Infinex Investments and Bangor Savings Bank prior to founding Dragonfly Wealth Advisory. Natalya operates as the sole advisor at Dragonfly Wealth Advisory, based in Concord, NH. Dragonfly Wealth Advisory serves individual and high-net-worth clients with ongoing portfolio management and comprehensive financial planning. The firm’s investment approach incorporates cyclical and fundamental analysis, modern portfolio theory, and quantitative methods, focusing on long-term trading and tailored portfolios.

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.

Keith Burbank is a financial advisor at Capitol Wealth Management with 12 years of industry experience. He holds a Series 65 designation and has worked at Capitol Wealth Management since 2017, following four years at Boston Asset Management Inc. Capitol Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a tactical allocation approach to discretionary portfolio management, combining fundamental, technical, and cyclical analysis to tailor investment strategies according to clients’ objectives, risk tolerance, and time horizons.

David Woolpert is a financial advisor with Altus Investment Group in Concord, NH, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Altus Investment Group since 2003 and previously worked at LPL Financial from 1996 to 2022. Outside of finance, he has taught at the Concord Community Music School since 1996. Altus Investment Group provides personalized financial planning and consulting services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers fee-only, hourly, and flat-fee planning arrangements, focusing on tailored financial plans while clients retain control of implementation.