Gregory Gagne is a financial advisor with Affinity Investment Group, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Affinity since 1998. Outside of his advisory role, he works as an independent insurance agent, dedicating a portion of his time to this activity. Affinity Investment Group serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $515 million in client assets using a core-and-satellite asset allocation strategy focused on mutual funds and ETFs, with portfolio supervision tailored to client objectives and tax considerations.

Lucas Gagne is a Series 65-licensed advisor with Affinity Investment Group, LLC, where he has worked for three years. His prior experience includes roles at Channel Building Company, Inc., and the University of Vermont. He is also an independent insurance agent, dedicating a portion of his time to this activity outside of his advisory work. Affinity Investment Group serves individuals, trusts, estates, charitable organizations, and business entities by providing investment management and financial planning. The firm employs a strategic asset-allocation, core-and-satellite approach using no-load or load-waived mutual funds and passive ETFs as the core, supplemented with actively managed funds.

Forrest Chicoine is a CFP® with three years of industry experience, currently serving at Affinity Investment Group, LLC. His prior roles include positions at Fiduciary Wealth Partners, SVB Wealth LLC, and Bank of NY Mellon. Affinity Investment Group provides investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset-allocation core-and-satellite approach using primarily no-load or load-waived mutual funds and passive ETFs, with accounts managed on either a discretionary or non-discretionary basis.

Peter Willcox Jr. is a CFP® professional with 15 years of industry experience, currently serving at Affinity Investment Group, LLC since 2009. He is also licensed as an insurance broker/agent, dedicating a portion of his time to this activity. Affinity Investment Group serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities with personalized financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $515 million in assets using a core-and-satellite asset allocation approach, emphasizing mutual funds and ETFs, with portfolio supervision tailored to client objectives and tax considerations.