Steven Wallace Schmitt

Christopher Mason is a financial advisor at Ox Lux Advisory LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aaron Wealth Advisors and Specialist TeleMed LLC. Before entering finance, he spent seven years at Saudi Aramco. Ox Lux Advisory LLC serves individuals, high-net-worth clients, and charitable organizations with financial planning and portfolio management tailored to client goals and risk tolerance. The firm uses a combination of modern portfolio theory, quantitative, and technical analysis, providing regular account reviews and customized investment strategies.

Hudsen Hagland is a CFP® professional at AFS Wealth Management LLC with five years of industry experience. Before founding AFS Wealth Management, he worked at SHP Wealth Management, LLC and Fisher Financial Advisors, LLC. AFS Wealth Management LLC is an independent registered investment adviser serving individuals, including high-net-worth clients, and charitable organizations. The firm employs model portfolios based on modern portfolio theory, charting, and cyclical analysis, managing a range of asset types with discretionary trading authority while accommodating client restrictions.

Heather Thompson is a Series 65-licensed financial advisor with eight years of industry experience. She has held positions at Best Life Infinity, LLC since 2023 and previously worked at Investment Advisor Group, American Tax and Financial Planners, and Investment Advisor Alliance. Before entering the financial sector, she taught at SAU 29 Keene High School and provided private tutoring. Best Life Infinity serves individual investors and families, including high-net-worth clients and military survivors. The firm offers investment management, financial planning, and retirement rollover advice, employing a range of strategies based on asset allocation, diversification, and both active and passive management.

Michael Adrian III is a financial advisor at Archer Investment Corporation with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archer since 2019. Prior to this, he spent over two decades at H.D. Vest Advisory Services and H.D. Vest Investment Services. Adrian is also a member of the Board of Directors for the Leland & Gray Education Foundation and is involved in tax preparation and accounting through Adrian & Adrian, LLC. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million using both discretionary and model-based strategies, focusing on diversified portfolios that include equities, fixed income, mutual funds, ETFs, and options.

Richard Anderson is a financial advisor with Flagship Harbor Advisors, LLC in Walpole, NH. He holds a Series 66 designation and has 18 years of industry experience. Anderson has been with Flagship Harbor Advisors since 2012 and has also worked with LPL Financial since 2011. Outside of his advisory work, he refers personal injury and medical-related cases to attorneys under established referral fee practices in New Hampshire. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and uses a combination of mutual funds, ETFs, individual securities, and independent managers with both fundamental and technical analysis across various trading strategies.

Brandy Mohan is a financial advisor at OSAIC Institutions, Inc. with 16 years of industry experience. She holds the Series 66 designation and has worked at Mill River Wealth Management and Infinex Investments since 2018, and at Citizens Securities from 2015 to 2018. Outside of her advisory work, she is a bartender at The Bob House Restaurant, a role she has held since 2010. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, alternative investments, and lending solutions, operating with a hybrid adviser and broker-dealer structure.