William Francis Slattery Jr.

Maurice Patterson is a financial advisor with MHP Asset Management in Tilton, NH, holding the Series 63, 65, and 66 designations and bringing 22 years of industry experience. He has been with MHP Asset Management since 2006 and also has experience at Mayflower Financial Advisors, LLC. In addition to his advisory role, he is a licensed insurance producer. MHP Asset Management is a state-registered investment adviser serving individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, municipalities, and private investment funds. The firm employs a modern portfolio theory approach, utilizing tailored portfolios of individual securities and options contracts, and accommodates both discretionary and non-discretionary client arrangements.

Robert Maloney is a financial advisor at Squam Lakes Financial Advisors, LLC, with 28 years of industry experience. He has been with Squam Lakes Financial Advisors since 2007. Squam Lakes Financial Advisors serves a small client base including individuals, business entities, and trusts, offering financial planning and consulting services such as tax planning and preparation. The firm does not provide investment management but refers clients to independent third-party managers and monitors their performance, operating under written financial planning agreements with fixed or hourly fee arrangements.

Brian Mc Guigan is a CFP® with 26 years of experience in financial advising. He is the sole advisor at McGuigan Financial, LLC, an independent firm he founded in 2018. Prior to starting his own firm, he worked with LPL Financial and Flagship Harbor Advisors. McGuigan Financial, LLC manages approximately $79 million for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm provides discretionary asset management and comprehensive financial planning, using a fundamental investment approach tailored to client risk profiles and employs open-architecture platforms through an affiliation with LPL Financial.

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.

Lawrence Dwight III is a financial advisor at Squam Lakes Investment Management, LLC, holding a Series 65 designation with five years of industry experience. He founded Dwight Investment Counsel, LLC, where he has provided investment advisory services since 2019. Prior to that, he worked at Stericycle, Inc. for four years. Squam Lakes Investment Management, LLC offers personalized, discretionary portfolio management and ongoing financial advice to individuals, families, trusts, and business entities. The firm emphasizes long-term wealth preservation and growth through fundamental analysis, primarily investing in equities with selective use of low-cost ETFs and fixed income, while managing a small number of client relationships to maintain service capacity.

Barbara Shegog is a CFA® charterholder with four years of industry experience. She is the sole advisor at BAS Capital Management LLC and has previously worked at Squam Lakes Financial Advisors, LeanUp, LLC, and The NeuGroup. BAS Capital Management LLC provides comprehensive, project-based financial planning and consultation services to individuals, business entities, and trusts, including specialized divorce financial planning. The firm emphasizes long-term, buy-and-hold asset allocation using low-cost mutual funds, ETFs, and government bonds, with a fee structure based on fixed fees and hourly rates rather than asset-based or performance fees.