Thomas O Malley

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.

William Hurst is a financial advisor at Momentum Investment Research and Management, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity and Fidelity Brokerage Services, LLC. Momentum Investment Research and Management, LLC provides discretionary portfolio management and subadvisory services primarily to other advisers, as well as financial planning and account management for individual and high-net-worth clients. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, focusing on equity-oriented, long-term trading strategies and operates with discretionary trading authority.

Edward Oakes is the principal of The Oakes Financial Group in Troy, NH, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been involved with Oakes Financial Services, Inc. since 2011 and with Hancock Tax & Financial Services since 2005, where he provides income tax preparation services. The Oakes Financial Group offers fee-only financial planning, portfolio design, asset management, and investment consultation to individuals, trusts, estates, and businesses. The firm incorporates educational workshops and seminars into its client services and employs a diversified investment approach based on fundamental analysis and Modern Portfolio Theory.

Charles Krause is a financial advisor at Monadnock Capital Partners, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Northstar Equities since 2007. Krause serves on the Monadnock Community Hospital Investment Committee as a volunteer member. Monadnock Capital Partners provides fee-based portfolio management and pension consulting to individuals, high-net-worth clients, businesses, and institutions. The firm employs a fundamental, disciplined investment approach and manages a small client roster with discretionary authority and ongoing oversight by its senior team.

Carl Johnson is a CFP® with 24 years of industry experience and has been with Grove Street Fiduciary, LLC for 10 years. He has a military background, serving in the United States Navy and currently in the Navy Reserves. Johnson is also a managing member of 20 Grove Street Partners LLC. Grove Street Fiduciary serves high-net-worth individuals, trusts, and various organizations by providing personalized wealth and trust advisory services. The firm employs a globally diversified, asset-allocation approach using primarily ETFs, index funds, and no-load mutual funds, with a focus on tailored financial planning and discretionary asset management.

Bryan Krause is a financial advisor at Monadnock Capital Partners, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Monadnock Capital Partners since 2014. Monadnock Capital Partners provides fee-based portfolio management and occasional pension consulting to individuals, high-net-worth clients, businesses, and institutional clients. The firm employs a fundamental, disciplined investment approach focused on business fundamentals, margin of safety, and long-term holdings, managing a small client roster with discretionary authority and ongoing senior team oversight.