Justin Moyer is a financial advisor at KWM Financial LLC with seven years of industry experience. He holds a Series 65 designation and has been with KWM Financial, formerly Kearsarge Wealth Management, since 2017. Outside of his advisory role, he works as a pilot for Southwest Airlines, dedicating approximately 15% of his time during trading hours to this activity. KWM Financial LLC is a state-registered investment adviser serving individuals, high-net-worth families, and institutional clients, including employer-sponsored pension and profit-sharing plans. The firm employs a proprietary core-satellite investment approach based on fundamental research and offers both discretionary and non-discretionary portfolio management as well as financial planning and retirement plan consulting services.

John Mccune Jr. is a CFP® professional with 28 years of industry experience, currently serving as the sole advisor at Gulfstream Financial Group LLC since 2005. Prior to and concurrently with his role at Gulfstream, he has been affiliated with LPL Financial. Outside of financial advising, he is involved in commercial lobster fishing on weekends and occasionally works as an engineer/deckhand for tugboats. He also serves as a board member for Piscataqua Savings Bank. Gulfstream Financial Group provides financial planning and investment advice to individuals, trusts, estates, and business entities, focusing on tailored written plans and consultations. The firm employs a long-term, asset-allocation approach without discretionary trading authority, charging hourly and fixed fees rather than percentage-based fees.

Russell Robertson is a CFP® with 15 years of industry experience, currently serving as the Chief Compliance Officer and Investment Advisor Representative at ATI Wealth Partners, LLC. He also holds an advisory role at J. Murphy Asset Management, LLC. ATI Wealth Partners offers discretionary asset management and financial planning services to individuals, small businesses, and fiduciary clients, utilizing a long-term strategic asset allocation with diversified ETFs and structured notes. The firm incorporates derivatives and options strategies in separately managed accounts, a practice less common among independent advisers.

Eric Gregg is the sole advisor at Four Tree Island Advisory LLC in Portsmouth, NH, holding Series 63 and Series 65 designations with 14 years of industry experience. He founded Four Tree Island Advisory in 2011 and serves on the advisory board and as a minority owner of Microwave Techniques LLC. Gregg is also on the board of Portsmouth Regional Hospital and part of the governance committee for the Foundation of Seacoast Health. Four Tree Island Advisory provides customized, discretionary investment management to individuals and institutions, focusing on liquid investments such as equities and fixed income. The firm employs fundamental and relative-value analysis across three principal strategies and serves a client base that includes institutional relationships, utilizing features like derivatives and client-initiated margin borrowing.

Barry Obrien is a CFP® with 18 years of industry experience and has been the sole advisor at O'Brien Asset Management since 2007. He holds Series 63 and Series 65 licenses and operates from Eliot, ME. O'Brien Asset Management provides comprehensive financial planning and investment management services to individuals and families, including high-net-worth clients. The firm emphasizes personalized Investment Policy Statements, diversified asset allocations using low-turnover no-load mutual funds and ETFs, and generally manages portfolios on a non-discretionary basis with client pre-approval for changes.

At Wolf Pine Capital, we redefine wealth management with a focus on personalized, family office-style service at an AUM fee of 0.65% annually. Our mission is to offer transparency, low fees, and tailored financial strategies accessible to a broader audience. Specializing in financial planning, investment management, and wealth transfer, we help you achieve your immediate goals and secure your legacy. Connect with us to explore how we can help you navigate your financial future with confidence and expertise.

Jeffrey Bogue is a CFP® professional with 22 years of industry experience, serving as the sole advisor at Bogue Asset Management LLC since 1998. The firm provides fee-only investment advice and financial planning to a range of clients including individuals, trusts, estates, corporations, charitable organizations, and retirement-plan participants. Bogue Asset Management employs a core-and-satellite investment approach that combines passively managed funds with select actively managed funds and tactical adjustments, grounded in Modern Portfolio Theory and global diversification. The firm focuses on nondiscretionary portfolio recommendations and pension consulting services, maintaining annual reviews against documented Investment Policy Statements.

Gerard Iacangelo is the principal advisor at Iacangelo Financial Group, LLC, an independent firm based in Portsmouth, NH. He holds Series 65 and Series 66 licenses and has 18 years of industry experience, including prior work at Michael F. Iacangelo & Co., Inc. Since 2013, he has also been a licensed insurance agent involved in insurance sales and service. Iacangelo Financial Group provides personalized financial planning and discretionary portfolio management primarily to individuals in or near retirement. The firm implements investment programs on a discretionary basis, utilizing sub-advisors for trade execution and investment modeling, while maintaining overall client oversight and offering additional planning services such as college-planning assessments.

Rhonda Bowden is a CFP® professional with two years of industry experience, currently serving as the sole advisor at Hanai Financial. She previously worked at Zeiders for ten years before joining Hanai Financial in 2023. Hanai Financial provides investment management primarily for pooled vehicles and institutional clients, while also offering financial planning and educational seminars to individuals, charitable organizations, and businesses. The firm employs a passive, asset-allocation-based approach using mutual funds and ETFs and serves individual clients without a stated account minimum.

Matthew Daigneault is a financial advisor at Dirigo Financial LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Aries Wealth Management, Marble Trail Advisors, and Raymond James & Associates. Dirigo Financial provides discretionary asset management and financial planning services to individual and high-net-worth clients, as well as consulting for pension and employee benefit plans. The firm’s investment approach focuses on fundamental analysis and long-term strategies, integrating financial planning and pension consulting into its advisory process.

Christopher Rockwell is a financial advisor at RSI Advisors in Dover, NH, holding a Series 65 designation with nine years of industry experience. He has been operating Rock Solid Investments LLC since 2015. RSI Advisors provides financial planning, portfolio management, and investment consultation to individual and high-net-worth clients. The firm combines strategic passive asset allocation with active tactical approaches based on business-cycle analysis and proprietary volatility trading signals, and offers services including retirement, tax, estate, and education planning.

Richard Davisson is the sole advisor at Davisson Investment, LLC in Newington, NH, holding Series 63 and Series 65 credentials with 22 years of industry experience. Outside of financial advising, he serves as chairman and secretary and owns a 15% stake in Sponge-Jet, Inc., an industrial abrasives company, and is president and a minority owner of Milton Oil Corp, involved in oil production. Davisson Investment, LLC provides discretionary portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm employs a fundamental, primarily long-term investment approach with tailored asset allocation and security selection, maintaining ongoing client monitoring and periodic reviews.

Craig Krespach is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at Golden Financial Services in Portsmouth, NH. He has been with the firm since 2004 and holds Series 63 and Series 65 licenses. Prior to his advisory role, he has experience as a certified public accountant. Golden Financial Services provides discretionary portfolio management and consulting services to individuals, trusts, estates, charitable organizations, foundations, corporations, and other business entities. The firm tailors investment programs based on client goals and risk tolerance, managing portfolios with a mix of mutual funds, ETFs, bond funds, and, when appropriate, individual equities and fixed-income securities.

Nathan Fox is the principal of F3 Capital, an independent advisory firm based in Portsmouth, NH. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to founding F3 Capital, Fox worked at Concord Wealth, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. In addition to his advisory role, he operates as a licensed insurance agent. F3 Capital provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes documented investment policies, asset allocation, and regular portfolio monitoring, focusing mainly on mutual funds and insurance products with a long-term, risk-aligned approach.

Eric Wasson is a CFP® certificant with 32 years of experience in the financial services industry. He is the principal advisor at AZTEC Financial Group, LLC, where he has worked since 2018, and also maintains a relationship with LPL Financial. Wasson holds Series 63 and Series 65 licenses and is additionally licensed to sell fixed insurance products. AZTEC Financial Group, LLC provides financial education and comprehensive planning services primarily to retail and high-net-worth individuals, focusing on retirement planning and goal-oriented strategies. The firm emphasizes individualized, relationship-based planning and does not hold custody of client assets, with investment implementation offered through separate brokerage and advisory arrangements.

James Grace is a CFP® with 15 years of industry experience. He is currently a financial advisor at Silver Pine Capital, LLC, where he has worked since 2018. Prior to that, he held positions at United Bank and Infinex Investments, Inc. Grace also provides advisory services through Modern Financial Wellness, LLC. Silver Pine Capital serves individual and institutional clients, including accredited investors, offering discretionary portfolio management and ongoing financial planning. The firm employs a value-oriented, fundamental investment process with diversified portfolios across equities, fixed income, and alternative assets.

Anthony Petrilli is the principal and sole advisor at Petrilli Capital Management LLC in Portsmouth, NH, holding a Series 65 license with 12 years of industry experience. He has been managing Petrilli Capital since 2013 and concurrently serves as Chief Executive Officer of ViewTrade Holding Corporation and its subsidiary Orbis Systems Inc, which provides technology products and services to financial firms. Anthony holds a minority ownership interest in ViewTrade Holding Corporation. Petrilli Capital Management LLC provides discretionary investment management to individuals, families, business entities, trusts, and retirement plans. The firm offers two strategy-based portfolios—Managed Income and Growth & Income Spectrum—managed on a discretionary and actively traded basis with an emphasis on macro and technical analysis.

Thad Ackerman is a financial advisor at Silver Maple Financial, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Silver Maple Financial since 2007. His prior experience includes roles at AFT Amesbury and Amesbury Public Schools. Silver Maple Financial provides financial planning and investment management primarily for individual clients, offering services ranging from one-time plans to ongoing account monitoring. The firm employs a non-discretionary investment approach focusing on passive, low-cost ETFs and mutual funds, emphasizing long-term holdings, annual rebalancing, and risk-conscious asset allocation.

Nicholas Drew is a financial advisor at Drew Wealth Management with 16 years of industry experience. He holds a Series 66 designation and has worked at Capital Design Private Wealth, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services. Drew Wealth Management serves individual and high-net-worth clients with wealth management and comprehensive financial planning, employing a fee-only model and an asset-allocation framework that combines passive and active strategies. The firm oversees nearly $90 million in assets and requires client custody on Charles Schwab’s institutional platform.

Patrick Dichter is a financial advisor at Appletree Financial Services LLC with a Series 65 designation and over six years of experience in the industry. He previously worked at Cultivate Advisors and RevLocal before founding his current firm. In addition to investment management, he has been involved with Appletree Business Services since 2021. Appletree Financial Services provides investment management and financial planning to pension and profit-sharing plans, charitable organizations, and corporations, with a focus on retirement plan consulting. The firm employs a mix of active and passive strategies guided by modern portfolio theory and offers services such as investment policy development, fee analysis, and vendor due diligence.