Thomas Villeneuve is a financial advisor with Monadnock Retirement Solutions, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He has held prior roles at Citizens Securities, NYLIFE Securities, New York Life Insurance Company, and Baltimore Life. Outside of advisory work, he serves as a part-time instructor providing basic financial education at UNH Cheshire Academy of Lifelong Learning. Monadnock Retirement Solutions offers comprehensive financial planning and investment management to individual and high-net-worth clients, focusing on written financial plans and ongoing portfolio oversight. The firm manages client assets primarily on a non-discretionary basis and incorporates insurance and long-term care reviews, 401(k) evaluations, and tailored model portfolios through third-party sub-advisers.

Elizabeth Evans is a financial advisor at Cayena Capital Management, LLC with 16 years of industry experience. She has previously worked at Curbstone Financial Management Corporation and Fidelity Brokerage Services LLC. In addition to her advisory role, Evans consults for the Morgan Franklin Fellowship Foundation, developing financial literacy curriculum, and serves as a business advisor and underwriter at the Regional Economic Development Center. Cayena Capital Management serves individuals and families by providing comprehensive and modular financial planning, limited consulting, and non-discretionary investment consulting. The firm focuses on fundamental analysis, historical data review, risk profiling, and asset allocation principles, operating on an hourly or engagement basis without managing client accounts or placing trades.

Charles Krause is a financial advisor at Monadnock Capital Partners, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Northstar Equities since 2007. Krause serves on the Monadnock Community Hospital Investment Committee as a volunteer member. Monadnock Capital Partners provides fee-based portfolio management and pension consulting to individuals, high-net-worth clients, businesses, and institutions. The firm employs a fundamental, disciplined investment approach and manages a small client roster with discretionary authority and ongoing oversight by its senior team.

Carl Johnson is a CFP® with 24 years of industry experience and has been with Grove Street Fiduciary, LLC for 10 years. He has a military background, serving in the United States Navy and currently in the Navy Reserves. Johnson is also a managing member of 20 Grove Street Partners LLC. Grove Street Fiduciary serves high-net-worth individuals, trusts, and various organizations by providing personalized wealth and trust advisory services. The firm employs a globally diversified, asset-allocation approach using primarily ETFs, index funds, and no-load mutual funds, with a focus on tailored financial planning and discretionary asset management.

Bryan Krause is a financial advisor at Monadnock Capital Partners, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Monadnock Capital Partners since 2014. Monadnock Capital Partners provides fee-based portfolio management and occasional pension consulting to individuals, high-net-worth clients, businesses, and institutional clients. The firm employs a fundamental, disciplined investment approach focused on business fundamentals, margin of safety, and long-term holdings, managing a small client roster with discretionary authority and ongoing senior team oversight.

Hazel Grolljahn is a CFP® professional with nine years of industry experience, currently serving at Grove Street Fiduciary, LLC in Peterborough, NH. She has been with the firm since 2008, including its earlier incarnation as Ames Planning Associates, Inc. Outside of advisory work, she is secretary of 20 Grove Street Partners, LLC. Grove Street Fiduciary serves high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a globally diversified, asset-allocation strategy primarily based on ETFs, index funds, and no-load mutual funds, applying modern portfolio theory and cash flow analysis to tailor portfolios to client risk tolerance and time horizon.

Nicholas Davis is a financial advisor at Blueprint Financial Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Hemlock Creek Wealth Management. Outside of his advisory role, he is a partner in Anxiety Guys LLC, a coaching business focused on reducing PTSD and anxiety for individuals and corporations. Blueprint Financial Advisors serves a diverse client base including individuals, trusts, pension and ERISA plans, foundations, and endowments. The firm employs a globally diversified investment framework that combines strategic and tactical asset allocation using proprietary trend-following and momentum-based signals.

Sarah Davis is a financial advisor at Blueprint Financial Advisors with six years of industry experience. She holds a Series 66 designation and previously worked at Hemlock Creek Wealth Management, Raymond James Financial Services, and Edward Jones. Davis is also a licensed insurance agent with Blueprint Insurance Services. Blueprint Financial Advisors serves individuals, trusts, pension and ERISA plans, foundations, and endowments, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a globally diversified investment approach that combines strategic and tactical allocations based on proprietary trend-following and momentum signals.

Robin Morrell is a CFP® with 35 years of industry experience, currently serving at First Heartland Consultants, Inc. He has previously worked at Ameriprise Financial Services Inc, Flatiron Financial Group, and LPL Financial, LLC. Outside of his advisory role, Morrell teaches water aerobics at the Granite YMCA in Manchester, NH. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

Leroy Davis II is a ChFC® credentialed financial advisor with 43 years of industry experience. He has been with Commonwealth Financial Network since 2001, including his current tenure starting in 2020. Prior to joining Commonwealth, he was self-employed for over four decades. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions.

James Freeman is a financial advisor with Empower Advisory Group in New Boston, NH, holding Series 63, 65, and 66 licenses and has 32 years of industry experience. Since 2015, he has been affiliated with GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders through an integrated service model connected to Empower’s recordkeeping and administrative platforms.

Jeremiah Kennedy is a financial advisor at Hornor, Townsend & Kent, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Scott Christensen and Northwestern Mutual Investment Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Macgregor Maitland is a financial advisor at Steward Partners Investment Advisory, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Securities Corporation, Lincoln Financial Advisors, Commonwealth Financial Network, and Signator Investors, Inc. Maitland is based in New Boston, New Hampshire. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets and serves a diverse client base including individuals, charitable and corporate clients, retirement plans, and institutions. The firm employs a combination of proprietary investment strategies and third-party money managers to provide discretionary and non-discretionary portfolio management across various account types.

Jeremy Lathrop is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. Since 2010, he has served as Chief Compliance Officer at Investment Services Corp. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

John Sinclair Jr. is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at GWFS Equities, Inc. since 2014. Outside of his advisory role, he operates a business selling discounted products, primarily books, toys, and seasonal items, on Amazon. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and participants, as well as to Premier IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Kara Nixon is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2000. Nixon is based in Lyndeborough, NH. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and offers advisory roles to multiple registered investment companies.

Thomas Frazier is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has six years of industry experience, including prior positions at City National Bank and The Main Street America Group. Outside of his advisory work, he is a part-owner of two farms in Fitzwilliam, NH, involved in oversight capacities. He also serves on the investment committee of a nonprofit elementary school, reviewing its endowment fund. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory and portfolio management programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and incorporating tax management and responsible investing options.

Robert Roland is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 35 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously at Lincoln Investment from 2010 to 2017. Roland also operates Roland & Roland, an independent insurance agency, and serves as a member of the Zoning Board of Adjustment in Nelson, NH. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals.

Jessica Moore is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 21 years of industry experience. She has worked in various capacities at Fidelity since 2004, including roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its approach. The firm offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery while maintaining oversight of sub-advisers and addressing conflicts of interest.

Michael Jorczak is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Fidelity entities since 1996, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base with discretionary and non-discretionary advisory services, and it is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.