Kate Graham is a financial advisor with Carlson Investments in Concord, NH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with Fidelity Brokerage Services since 2000, including a role at Fidelity Personal and Workplace Advisors since 2018. Carlson Investments is an employee-owned, fee-only advisory firm managing approximately $735 million across diverse client relationships. The firm uses fundamental analysis to guide investment decisions across Equity, Balanced, and Fixed Income portfolio styles and provides transparent performance reporting alongside stand-alone financial planning services.

Joseph Drinon is a financial advisor with Carlson Investments, holding Series 63 and Series 65 registrations and 21 years of industry experience. He has worked at UBS Financial Services since 1978. Carlson Investments is an employee-owned, fee-only advisory firm that manages approximately $735 million for individuals, retirement plans, trusts, and businesses. The firm employs a fundamental analysis approach across Equity, Balanced, and Fixed Income portfolios and provides discretionary investment management alongside financial planning services.

Daniel Bednarczyk is a financial advisor at Carlson Investments with a Series 65 designation and five years of industry experience. He has worked at DL Carlson Investment Group since 2020 and has a background with SBLI of Massachusetts dating back to 2009. D.L. Carlson Investment Group is an employee-owned, fee-only advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $735 million across about 360 client relationships, using fundamental analysis to guide investment decisions implemented through a variety of portfolio styles and strategies.

James Mullins is a CFA® charterholder and holds a Series 66 license with 25 years of experience in the financial industry. He has been with DL Carlson Investment Group, Inc. since 2001. Mullins works as part of an eight-advisor team based in Concord, NH. DL Carlson Investment Group is an employee-owned, fee-only advisory firm managing approximately $735 million for individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm uses fundamental analysis across Equity, Balanced, and Fixed Income portfolio styles, employing various strategies including long-term holdings and option writing, and provides detailed performance reporting alongside client financial planning services.

Alan Rattee Jr. is a financial advisor with Carlson Investments, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at Fidelity Investments and Hamilton College. Carlson Investments is an employee-owned, fee-only advisory firm managing approximately $735 million across about 360 client relationships. The firm offers discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, employing fundamental analysis across Equity, Balanced, and Fixed Income portfolio styles.

Kyle Fellers is a financial advisor at Carlson Investments with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at DL Carlson Investment Group, Inc. since 2016. D.L. Carlson Investment Group is an employee-owned, fee-only advisory firm that manages approximately $735 million for individuals, institutions, and organizations. The firm uses fundamental analysis to guide investment decisions across Equity, Balanced, and Fixed Income portfolios and provides discretionary management along with financial planning services.

Maxwell Kemper is a financial advisor at Carlson Investments with a Series 65 designation and one year of industry experience. Prior to joining Carlson Investments, he worked at EliseAI and PwC. Carlson Investments is an employee-owned, fee-only advisory firm managing approximately $735 million across around 360 client relationships. The firm offers discretionary investment management and financial planning to individuals, institutions, and charitable organizations, employing fundamental analysis and a variety of portfolio strategies across Equity, Balanced, and Fixed Income styles.

Richard Habermann Jr. is a financial advisor at Carlson Investments with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Carlson Dl Investment Group Inc since 2013. Carlson Investments is an employee-owned, fee-only advisory firm managing approximately $735 million across about 360 clients. The firm provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, using fundamental analysis across equity, balanced, and fixed income portfolios.