Valerie Joy Alves

Jeremiah Chaplin is a CFA® charterholder and Series 65 licensed advisor at Truehand Inc, an independent registered investment advisory firm based in Strafford, NH. He has been with Truehand since 2022 and previously worked in roles at RSA Security, Deep Core Data, and Cimpress. His background includes technical experience in software and engineering alongside advanced investment training. Truehand serves individuals, families, and entities with investment management, financial planning, and fiduciary services. The firm employs a disciplined investment process focusing on large-cap, blue-chip stocks within a buy-and-hold framework and offers a range of service tiers, including active and passive management with bespoke ESG indexing tailored to client needs.

Kathi Spurr is the principal advisor at Spurr Financial Investment Services, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at H.D. Vest Advisory Services, Inc. and Ms Howells & Co. In addition to her advisory work, she manages a fixed and index life insurance and annuity business through MS Insentra, LLC. Spurr Financial Investment Services, LLC provides discretionary investment and wealth management services to individuals, high net worth clients, trusts, and estates. The firm’s investment approach focuses on long-term strategies using diversified mutual funds, ETFs, and individual securities, with portfolio customization based on tax status, risk tolerance, and client-specific factors.

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.

Gregory Farland is a financial advisor at Alliance Private Wealth, LLC with 19 years of industry experience. He holds the CFP® designation and Series 63 license. His career includes roles at Commonwealth Financial Network since 2007 and managing The Farland Group from 2007 to 2019. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and businesses with discretionary investment management, financial planning, retirement plan advisory, and exit-planning services. The firm emphasizes a primarily long-term, diversified investment approach and offers additional resources such as newsletters and webinars for business owners.

Charles Wagner is a financial advisor with StoneX Advisors Inc. in Chichester, NH, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. He has worked with StoneX Securities Inc. since 2019 and has been affiliated with 1st Choice Retirement Planning since 2005, where he is the owner and a licensed insurance broker. He also serves as a successor trustee for a family trust. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a variety of investment strategies through independent advisors and an in-house Private Client Group, utilizing proprietary models and third-party money managers.

James Barrett V is a CFP® professional at Grimes & Company with 12 years of industry experience, including 11 years at his current firm. He holds the Series 66 designation and is based in Alton, New Hampshire. Grimes & Company provides discretionary investment management and financial planning services to a broad range of clients, including individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm offers customized investment strategies using proprietary research and portfolio management systems, along with specialized institutional-type services such as sub-advisory roles and ERISA plan services.