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.

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.

I've known that working with money was my calling since senior year of high school. As it turns out, I’ve poured my entire career (20+ years) into financial planning and coaching, starting with data entry and paperwork, then building financial plans and implementing the recommendations for other advisors. I started taking my own planning clients in 2007, got my CERTIFIED FINANCIAL PLANNER™ certification, an Accredited Investment Fiduciary® designation, and a few years later, a Masters degree in Personal Financial Planning from my alma mater Bentley University. In 2012 I made the leap from traditional firms with high minimums to a new way of working with regular Americans: fintech (aka financial technology). Since then, my mission has been to find scalable ways using technology to bring financial planning to those who need it the most - in particular, women and their allies. Now I get to accomplish some of this through my work with clients at Reverie Wealth, and also through my consulting firm, Plan Ventures, where I do projects for fintech and coaching companies on topics like scaling mass market financial services or coaching and automating financial planning advice. These days, I’m passionate about money ideas that work in the real world for real people, using your core values and your body's intelligence (head/heart/gut) to guide financial and other life decisions, backing up financial planning principles with research and evidence, tackling systemic issues in ways that can be good for both the world and our bottom lines, and like a true Enneagram 7, finding ways to have fun while doing it all! When I’m not working to bring good money to the masses, you can find me reading sci-fi and psychology books, watching reruns of New Girl and Abbott Elementary, skiing or mountain biking with my partner and kids, leading women-only small group trips to places like Paris and Japan, and fighting the patriarchy.

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.

Zachary Rubin is a financial advisor with Kingfisher Capital Management LLC in York, Maine, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Camden Wealth Management and Deutsche Bank Securities Inc. He also serves as a non-fiduciary administrative co-trustee for the Simson trusts, a family trust, dedicating approximately 10 hours per month. Kingfisher Capital Management LLC is a single-advisor registered investment adviser serving primarily high-net-worth individuals. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to provide discretionary portfolio management and ongoing monitoring.

Douglas Cobb is a CFP® professional with 22 years of industry experience. He has been the sole advisor at Cobb Financial, LLC since 2003. The firm provides discretionary investment management and financial planning services, along with tax preparation and CFO/business consulting engagements under separate fee arrangements. Cobb also maintains a full-time corporate finance role outside of his advisory practice. Cobb Financial, LLC serves individual clients by constructing diversified portfolios using fundamental and technical analysis, with regular reviews and reporting. The firm combines investment management with tax and business advisory services, operating a practitioner-led model focused on accounts generally at or above $100,000.

Nathanael Stewart is a CFA® charterholder and holds a Series 65 license, with 10 years of experience in the financial industry. He has been the principal advisor at N.A.S. Capital LLC since 2018 and previously worked at Opus Capital Group, LLC from 2015 to 2018. N.A.S. Capital LLC provides discretionary portfolio management through separately managed accounts for individuals, trusts, family offices, pension funds, and other institutional clients. The firm employs a single, opportunistic investment strategy focused on long-term capital appreciation, using fundamental, quantitative, and technical analysis to identify undervalued securities, and is noted for its use of performance-based compensation for qualifying clients and the principal’s personal investment in the core strategy.

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.

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.

Kathryn Shea is the sole advisor at Chez Shea LLC in Dover, NH, holding a Series 65 designation with 19 years of industry experience. She previously worked at David Wendell Associates for eight years and had a voluntary unemployment period before founding her current firm. Chez Shea LLC provides non-discretionary investment portfolio recommendations to individuals, trusts, and charitable organizations, as well as analytical consulting and written company research to institutional clients. The firm employs a bottom-up, fundamental analysis approach with a long-term, tax-sensitive focus, primarily investing in large- and mid-cap equities.

Richard Hilow is a financial advisor at Straight Forward Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2012. In addition to his advisory role, he is involved in related businesses including tax preparation, bookkeeping, and an insurance agency. Straight Forward Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, business entities, and qualified retirement plans. The firm manages approximately $33.3 million in discretionary assets and employs a range of investment strategies tailored to client objectives, including fundamental, technical, charting, and cyclical analysis.

Bruce Fenton is a financial advisor at Atlantic Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Foris Capital US LLC and P2 Corporate Finance, LLC. Fenton is also president of Chainstone Labs, a fintech company that sponsors non-investment-related conferences. Atlantic Financial provides investment supervisory services and asset allocation planning to individuals, pension and profit-sharing plans, and business entities. The firm uses a macro-global economic framework with fundamental and technical analysis, offering a broad investable universe that includes digital assets such as Bitcoin.

James Dimos is a financial advisor with LPL Financial in Bedford, NH, holding CFP®, Series 63, and Series 65 credentials and 20 years of industry experience. His career includes roles at New Hampshire Federal Credit Union, Advisory Resource Group, LLC, and several insurance and financial services firms. He also sells fixed life, liability, long-term care, and health insurance products. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory operations with insurance and lending products.

William Leibundgut is an investment adviser representative at Atlantic Financial with one year of industry experience. He previously worked at Foris Capital US LLC and Watchdog Capital, LLC and serves as Vice President of Chainstone Labs, a FinTech company involved in conference planning. Atlantic Financial provides investment supervisory services and asset allocation planning to individuals, pension and profit-sharing plans, and business entities. The firm employs a macro-global economic approach, uses fundamental and technical analysis, and includes a broad investable universe ranging from traditional assets to digital currencies, offering flexible fee structures and access to institutional platforms.

Peyton Oakes Bryden is a financial advisor at Steele Street Capital LLC with a Series 65 credential and two years of industry experience. Prior to joining Steele Street Capital in 2024, Bryden worked at Prescott Hamilton International from 2021 to 2024 and was affiliated with the University of New Hampshire from 2017 to 2021. Outside of financial advising, Bryden owns IBW Group, LLC, a company involved in the design and manufacturing of camera systems. Steele Street Capital provides investment advisory and planning services to individuals, families, business owners, and retirement plan sponsors. The firm offers comprehensive wealth management and financial planning, managing client assets primarily on a discretionary basis with a preference for ETFs to reduce costs and tax impact.

John Pinto Jr. is a financial advisor at Sintra Capital Corp with 45 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fairport Capital, Inc., Sintra Capital Corporation, and Olympic Realty Management. Pinto serves as a director for several funds, including Sintra Fund, Ltd., Sovereign Capital Limited, Mako Europe Fund Limited, and Dowgate Europe Fund Limited. Sintra Capital provides investment advisory services focused on emerging-market investing through discretionary managed accounts for accredited investors and as adviser to private investment companies and pooled vehicles. The firm emphasizes long-term capital appreciation by investing in equity and debt securities across Asia, Latin America, and other developing markets, employing fundamental analysis alongside the ability to engage in shorter-term trading strategies.

Rebecca Jones Fields is a financial advisor at Straight Forward Wealth Management, LLC in Rochester, NH. She holds a Series 66 designation and has two years of industry experience. Prior to her current role, she worked at Wentworth Douglas Hospital and operated in various business capacities including EvoFit, LLC and Beauvisage Salon & Spa. Straight Forward Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, business entities, and qualified retirement plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor investment strategies and manages discretionary portfolios with regular account reviews and rebalancing.

Troy Zerveskes is a financial advisor with Advisory Resource Group, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2015 and is currently associated with New Hampshire Federal Credit Union. Outside of financial advising, he has a business interest in Hurricane IT LLC, a company involved in the ring/hook game industry. Advisory Resource Group, LLC provides financial planning and consulting services to individuals, high-net-worth clients, and businesses, focusing on written plans and ad-hoc consultations without offering ongoing discretionary investment management. The firm operates on hourly or fixed-fee engagements, with implementation typically handled through affiliated broker-dealer or insurance channels.