David Engels is the sole advisor at Engels Investment Advisors, LLC, an independent firm he has led since 2000. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Based in Center Sandwich, NH, Engels focuses exclusively on serving high-net-worth individuals and families. Engels Investment Advisors, LLC manages approximately $28.8 million for a small client base, providing long-term supervisory portfolio management and advice on asset allocation and specific securities. The firm employs a research-driven investment approach combining fundamental, technical, and cyclical analysis, and operates on a fully non-discretionary basis.

Lawrence Dwight III is the principal advisor at Dwight Investment Counsel, holding a Series 65 credential with four years of industry experience. Prior to founding his firm in 2019, he worked at Stericycle, Inc. and Lance Dwight Media, LLC. Dwight Investment Counsel is a state-registered investment adviser that provides personalized financial advice and discretionary portfolio management to individuals, families, business entities, and trusts. The firm emphasizes fundamental analysis with a focus on individual equities and low-cost ETFs for long-term growth, while using fixed income and money market funds for liquidity and stability, and manages accounts on a discretionary basis with quarterly reviews.

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.

Douglas Greene is a financial advisor at Greene & Company Financial Services LLC with 21 years of industry experience. He holds the PFS™ designation and Series 63 license and has operated Greene & Company, PC, a certified public accounting firm, since 1982, providing tax planning, preparation, and accounting assistance. Greene & Company Financial Services LLC offers investment advice and portfolio management to individual clients as well as pension and profit-sharing plans. The firm employs a discretionary management approach that incorporates charting, fundamental and technical analysis, and integrates tax considerations through its affiliation with the accounting firm owned by the principal.

I started my career in Boston working with ultra-high-net-worth clients at a large wealth management firm. After more than a decade in that environment, I realized I wanted a different kind of success — one built around health, family, and purpose. In 2018, my wife and I relocated our family to the White Mountains of New Hampshire, where we’re raising our two kids and running our own businesses. That experience of stepping off the traditional path deeply shapes the way I now serve my clients. At Sheer Empowerment Financial, I work with mid-career professionals, parents, and self-employed individuals who are navigating transitions and want to bring more clarity and intention to their money. Whether you’re changing careers, growing a business, planning for kids, or simply seeking alignment between your finances and your values, I’ll help you simplify the complex, make thoughtful decisions, and move forward with a plan that reflects what matters most. I’m an advice-only, flat-fee planner — no product sales, no portfolio minimums, and no hidden agenda. My role is to provide you with objective, practical strategies and clear steps you can actually take. Ongoing support is available if you want a long-term partner, but it’s always flexible: some clients prefer periodic check-ins, while others just need a comprehensive plan or a focused session to gain confidence in their next move. As a CFA® Charterholder, CFP® professional, and Certified Health & Wellness Coach, I bring both technical expertise and a holistic perspective. Because money decisions don’t exist in isolation — they shape how you spend your time, manage your energy, and build the life you envision. If you’re looking for expert guidance from someone who’s been through major transitions himself, I’d love to connect. Together we can design a financial plan that reflects your values, supports your goals, and gives you the freedom to create the life you truly want.

Kelly Luethje is a CFP® and holds a Series 65 license with 11 years of industry experience. She has been with Willow Planning Group, LLC since 2014, serving as the firm's sole advisor. Willow Planning Group is an independent advisory firm providing comprehensive financial planning and consulting to individuals, families, business entities, and retirement plan administrators. The firm emphasizes educational programming and periodic newsletters, offering investment analysis and recommendations focused on passive, asset-class-based strategies without direct portfolio management.

Jeffrey Hare is a CFA® charterholder with 27 years of industry experience. He has worked at Aventus Investment Advisors, Inc. since 2010 and was previously employed at Purshe Kaplan Sterling Investments from 2015 to 2016. Outside of his advisory role, he manages bookkeeping duties for a real estate entity. Aventus Investment Advisors provides portfolio management, financial planning, and related advisory services to individuals, trusts, estates, businesses, and charitable organizations. The firm serves clients with investable assets typically above $500,000 and employs a global macroeconomic and fundamental research approach to investment across multiple asset classes.

Rachel Dadian is a financial advisor with The Foundry Financial Group, Inc. in Laconia, NH. She holds a Series 65 credential and has one year of industry experience. Her prior work includes roles at Cambridge Investment Research Advisors, Inc., Meredith Village Savings Bank, and Sardinha Brands, Inc. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans, offering investment management, financial planning, and retirement plan consulting for approximately 300 clients with $250 million in assets under management. The firm uses top-down macroeconomic analysis and modern portfolio theory to guide strategic and tactical allocations, employing a range of investment vehicles including mutual funds, ETFs, and less-liquid structured products.

Michael Fogarty is a financial advisor at The Foundry Financial Group, Inc. in Laconia, NH, holding CFP® and ChFC® designations with 34 years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. and Fogarty Associates, Inc. prior to his current role. Outside of advisory work, he is the owner of AEHT LLC, a real estate-related business. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans, offering investment management, financial planning, and retirement plan consulting to approximately 300 clients with $250 million in assets under management. The firm employs top-down macroeconomic analysis combined with modern portfolio theory to guide strategic and tactical allocations, utilizing a range of investment vehicles such as mutual funds, ETFs, fixed income, and alternative funds.

Sarah Anderson is a Series 65-licensed financial advisor at The Foundry Financial Group, Inc. with five years of industry experience. She has worked at The Foundry Financial Group since 2019, including a prior role at Cambridge Investment Research Advisors. Outside of her advisory work, she is a member of Bayview Properties LLC, a real estate business. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans, managing approximately $250 million in assets for around 300 clients. The firm uses a combination of top-down macroeconomic analysis and modern portfolio theory to guide investment strategies, employing a range of vehicles such as mutual funds, ETFs, interval funds, and independent managers.

Michael Blanchard is a financial advisor at Aegis Wealth Management, Inc. with 41 years of industry experience. He holds a Series 63 designation and has previously worked at Foundations Investment Advisors, Gradient Advisors, and Financial Security Associates Inc., where he remains president and owner. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-adviser approach by delegating portfolio management to several sub-advisers while tailoring allocations to client objectives.

Daniel Rivet is a CFP® professional with eight years of industry experience, currently serving at The Foundry Financial Group, Inc. He has worked previously with Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., Putnam Investments, and held roles outside finance including at The Common Man Family of Restaurants and the University of New Hampshire. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans with investment management, financial planning, and retirement plan consulting. The firm employs top-down macroeconomic analysis and modern portfolio theory, utilizing a range of investment vehicles such as mutual funds, ETFs, and alternative strategies to manage approximately $250 million in client assets.

Mark Visnic is a financial advisor at Oak Grove Capital, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oak Grove Capital since 2012. Oak Grove Capital, LLC provides discretionary portfolio management and tailored investment advice to individuals, high net worth clients, and business entities through separately managed accounts. The firm employs fundamental, technical, and sentiment analysis combined with routine use of derivatives and options strategies, offering a low-volatility allocation designed to reduce risk relative to the S&P 500.

Brady Martin is a financial advisor at The Foundry Financial Group, Inc. with a Series 65 credential and one year of industry experience. Prior to joining The Foundry Financial Group, he worked at Northwestern Mutual and has a background that includes positions in education and hospitality. Outside of financial advising, he works as a server at Gridiron Restaurant. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans with investment management, financial planning, and retirement plan consulting. The firm employs top-down macroeconomic analysis and modern portfolio theory to guide strategic and tactical allocations, utilizing a range of investment vehicles such as mutual funds, ETFs, and less-liquid structured products.

Joshua Allen is a CFP® with five years of industry experience, currently serving as an advisor at The Foundry Financial Group, Inc. Prior to joining The Foundry Financial Group, he worked at NHTrust, NYLIFE Securities LLC, and New York Life. He is a board member and finance board treasurer for Living Hope Lakeport, a community organization focused on Christian discipleship, and volunteers on the Town of Meredith Parks and Recreation board. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans, providing investment management, financial planning, and retirement plan consulting to approximately 300 clients with about $250 million in assets under management. The firm uses top-down macroeconomic analysis and modern portfolio theory to guide strategic and tactical allocations, implementing portfolios primarily with mutual funds, ETFs, fixed income, real estate funds, and other investment vehicles.

Ava Clark is a financial advisor at The Foundry Financial Group, Inc. in Laconia, NH, holding a Series 65 designation. She has been with the firm since 2025 and has no prior industry experience. Outside of advising, she works as a bartender at Covered Bridge Farm Table, a bar and restaurant where she serves customers and manages the bar. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans, offering investment management, financial planning, and retirement plan consulting. The firm uses top-down macroeconomic analysis combined with modern portfolio theory to manage portfolios primarily through mutual funds, ETFs, and other structured investment vehicles.

Jason Taylor is a financial advisor with Flagship Harbor Advisors, LLC in Gilford, NH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Flagship Harbor Advisors and LPL Financial since 2017 and was previously with Cco Investment Services Corp from 2011 to 2017. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a range of investment strategies across mutual funds, ETFs, individual securities, and separately managed accounts.

Susan Mc Bournie is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 license and nine years of industry experience. She has worked at Foundations Investment Advisors and Whitney And Associates since 2017 and at Virtue Capital Management from 2016 to 2017. Additionally, she is a self-employed independent agent offering fixed annuities and life insurance. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm manages portfolios using model allocations and third-party sub-advisers, delivering advice through a large network of affiliated offices and licensed representatives.

William Martin is a financial advisor at StoneX Advisors Inc. with 32 years of industry experience. He holds the ChFC® and Series 63 designations and has been with StoneX Advisors since 2015. Outside of his advisory role, Martin is the proprietor of Martin & Associates, an insurance sales business focusing on life and health insurance products, and he also works in mail delivery with DDA Transport, Inc. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary models, and third-party managers.

John Heaney is a financial advisor at Latitude Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Latitude Advisors since 2010. Prior to this, he was with Dana S Beane and Company for 14 years and has been involved with various insurance carriers since 2000. Outside of advising, Heaney also provides tax preparation and bookkeeping services. Latitude Advisors serves individual and business clients, including high-net-worth investors, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage client portfolios, typically on a discretionary basis.