Kathi Spurr is the principal advisor at Spurr Financial Investment Services, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at H.D. Vest Advisory Services, Inc. and Ms Howells & Co. In addition to her advisory work, she manages a fixed and index life insurance and annuity business through MS Insentra, LLC. Spurr Financial Investment Services, LLC provides discretionary investment and wealth management services to individuals, high net worth clients, trusts, and estates. The firm’s investment approach focuses on long-term strategies using diversified mutual funds, ETFs, and individual securities, with portfolio customization based on tax status, risk tolerance, and client-specific factors.

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.

Alexander Miller is the sole advisor and principal at BQ Asset Management, holding a Series 65 credential with one year of industry experience. His prior work includes roles at LPT and Associates and various positions outside the financial sector. BQ Asset Management offers discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, and trusts. The firm employs a multi-method investment approach incorporating charting, fundamental, technical, cyclical, and economic analysis to tailor strategies aligned with client goals and risk tolerance.

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.

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.

Gregory Farland is a financial advisor at Alliance Private Wealth, LLC with 19 years of industry experience. He holds the CFP® designation and Series 63 license. His career includes roles at Commonwealth Financial Network since 2007 and managing The Farland Group from 2007 to 2019. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and businesses with discretionary investment management, financial planning, retirement plan advisory, and exit-planning services. The firm emphasizes a primarily long-term, diversified investment approach and offers additional resources such as newsletters and webinars for business owners.

Paul Lefevre is a financial advisor at Brookwood Investment Group with eight years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Redwood Private Wealth, Secure Investment Management, and Retirement Wealth Advisors. He is also the owner and principal of an insurance sales business, Snug Harbor Financial & Insurance Services dba Retirement Income USA. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a variety of investment strategies and affiliated service platforms.

James Barrett V is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Grimes & Company since 2015. He holds the Series 66 designation and is based in Alton, New Hampshire. Grimes & Company Wealth Management provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, business entities, trusts, estates, charitable organizations, and government entities. The firm employs proprietary research and portfolio management systems to develop customized investment strategies across various asset classes and also offers retirement plan services and sub-advisory arrangements.

Michael Boswak Jr. is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at IC Advisory Services Inc, The Investment Center Inc, Signator Investors, Inc., and Intersecurities, Inc. Outside of advisory work, he owns Frontier Financial Group, which provides life and term fixed insurance sales as well as tax preparation services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and distributes advisory services through a national network of several hundred Investment Adviser Representatives.

Jennifer Riel is a financial advisor at Independent Financial Group, LLC with one year of industry experience. She holds a Series 66 designation and has prior experience at The Investment Center, Inc. outside of her advisory roles, she has served in municipal positions for the towns of Epsom, Alton, and New Durham in New Hampshire over the past decade. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to a diverse client base including individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, with custody and execution services provided by Pershing or Schwab.

Timothy Stickney is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior experience includes 11 years at Lincoln Financial Advisors and Lincoln Financial Securities. Outside of his advisory role, he serves as a call firefighter and advanced EMT in Epsom, NH, and is a trustee on the board of the New Rye Congregational Church. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets and serves a diverse client base including individuals, charitable organizations, and institutions. The firm offers discretionary and non-discretionary portfolio management using proprietary strategies alongside third-party money managers, with investment allocations spanning equities, fixed income, mutual funds, ETFs, alternatives, and cash.

Natalie Allard Arell is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services. Outside of her advisory role, she is involved in insurance sales through JD Mellberg Financial in Tucson, AZ. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, and sovereign wealth funds. The firm provides investment management primarily on a discretionary basis through various model portfolios and managed accounts, supporting a large advisor network with its turnkey asset management platform.

Joseph Perusse is a financial advisor at Citizens Securities, Inc. in Rochester, NH, holding Series 63 and Series 66 registrations with 14 years of industry experience. He has worked at several firms, including NYLIFE Securities LLC and Atlantic Planning Group, before joining Citizens Securities in 2019. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program and managed account services, and operates as a broker-dealer and insurance agency, with a notable integration of banking products through its ownership by Citizens Bank, N.A.

Katherine Carlson is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at AXA Advisors, Mass Mutual Investors Services, and Metropolitan Life Insurance Company. She serves as president of the Northwood Historical Society, where she leads monthly board meetings and helps organize quarterly programs. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage/insurance channels to tailor services based on client goals and risk tolerance.

Andrew Hooper is a financial advisor at Edward Jones in Rochester, NH, holding the Series 66 designation with one year of industry experience. His prior work experience includes roles at Lowe’s Home Improvement and service in the U.S. Army. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of investment advisory programs and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

John Pickowicz is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using systematic methodologies and a blend of fundamental and quantitative research. The firm also serves as a commodity pool operator and acts as an advisor to multiple registered investment companies.

Richard Driscoll is a financial advisor at Osaic with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Everbank and Securities America Advisors, Inc. Driscoll is also licensed as a life insurance agent, focusing on annuities and fixed index life insurance. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process incorporating risk tolerance assessments and portfolio optimization, supporting a wide range of investment options and advisory programs.

Aaron Hobart is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Fidelity Investments, Cetera Investment Services, and Robert Half Financial & Accounting. Outside of his advisory role, he is a co-owner and musician with Matty and the Penders LLC. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Kirk Miller is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Ameriprise and RBC Capital Markets. In addition to his advisory role, he is involved in insurance sales. 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 range of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

Christopher Hooper is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of client types. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Randall Briolat Jr. is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he spent ten years working at Portsmouth Naval Shipyard. Outside of his advisory role, he owns a short-term rental property in Bethel, Maine. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

John Olerio is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 37 years of industry experience. His prior work includes 14 years at LPL Financial and over two decades at Webster Investment Services. He serves as president of the Bank Insurance & Securities Association and is a board member and associate treasurer for the Cranston Veterans Memorial Fund. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers portfolio management, financial planning, retirement solutions, and access to various third-party money managers and model portfolios.

Richard Hackett II is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Cetera and has held prior roles at Voya Financial Advisors and Chl College Funding Services. Outside of his advisory work, Hackett is an independent insurance agent and serves as a notary public. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a mix of advisor-managed accounts and firm-sponsored model portfolios.

Rick Creteau is a financial advisor at Cetera with four years of industry experience and holds the Series 66 designation. His prior work includes roles at Cetera Wealth Services, CHL & Associates, and the University of Rhode Island's Business Department. Outside of advisory work, he is involved as an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing advisor-managed accounts, model portfolios, and third-party managed options.

Samuel Barker is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across multiple Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a blend of fundamental research and quantitative analysis, utilizing algorithmic methods and long-term asset allocation strategies.

Michael Fraser II is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Fidelity in various capacities since 2011. Outside of his advisory work, he is the sole proprietor of Phresh Entertainment, where he provides editing and hosting services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, including model portfolio delivery and fund advisory, with distinctive roles such as acting as a registered commodity pool operator and advisor to multiple registered investment companies.

John Creteau is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Voya Financial Advisors and managing Creteau, Hackett, Lachapelle & Associates LLC, where he is involved in insurance product sales and services. Outside of his advisory work, he serves as president of The Spaulding High School Baseball Fan Club, which raises funds for local high school baseball programs. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions alongside retirement and fiduciary capabilities.

Deanna St. Hilaire is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co. since 2009. Outside of her advisory work, she owns a custom dog accessories business and serves as a board member of the Tenants Association at Pease. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning guidance.

Brittany Baylor is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 66 credential and has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, she sells produce from her home garden in Middleton, NH. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

David Ranson is a financial advisor with Edward Jones in Barrington, NH, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices.

Robin Cook is a Planning Consultant at Fidelity Investments, where they provide comprehensive financial planning services, including retirement planning, investment strategies, and income planning. They have been with Fidelity Investments since 2022, holding positions such as Investment Consultant, Central Relationship Manager, High Net Worth Service Associate, and Client Relationship Advocate. Robin holds insurance licenses in Arkansas and California. Outside of work, Robin enjoys fitness, hiking, spending time at the lake, music, outdoor adventures, and running.

John Lachapelle is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, with 40 years of industry experience. He has worked at Cetera since 2021 and previously at Voya Financial Advisors, Inc. He is a committee chair for the Portsmouth Football Golf Tournament and Mark Beaulier Scholarship and serves as Executive Leader and Men's Ministry Director at Christian Life Church in Elliot, Maine. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions. The firm combines retirement and fiduciary capabilities with a broad trust and institutional network, supporting client needs across multiple program structures.

Nicholas Kurtz is a financial advisor at Edward Jones in Dover, NH, holding a Series 66 designation with one year of experience at the firm. His prior work experience includes roles at Wentworth Douglas Hospital, York Hospital, Wentworth Institute of Technology, Cochecho Country Club, and Dover High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of about 23,701 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tammy Lavertue is a financial advisor with Ameriprise in Sanbornville, NH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at LPL Financial for 10 years before joining Ameriprise Financial Services Inc and then Ameriprise. Outside of her advisory role, she is involved in independent insurance brokering and owns a tax preparation business. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with substantial investable assets. The firm provides personalized, research-driven recommendations and combines advisory, brokerage, and insurance solutions through its large institutional platform.

Valerie Alves is a financial advisor at Ameriprise with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities Inc. since 2015. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Eric De Lorey is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones in Rochester, NH since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering various advisory programs and investment strategies under a fiduciary standard.