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.

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.

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.

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.

Tyler Bennett is a financial advisor at AlphaStar Capital Management with two years of industry experience. He holds a Series 65 designation and has worked at AlphaStar and Abbott Bennett Advisory Services, among other roles. Outside of finance, he is involved with Pyrotechnico, a fireworks display and sales company, where he serves as a licensed technician. AlphaStar Capital Management manages approximately $1.84 billion for a range of clients including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and subadvisory services, using strategic asset allocation and quantitative analysis in its investment approach.

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.

Jeremy Flynn is a financial advisor with First Command Advisory Services in Concord, NH. He holds Series 63 and Series 65 licenses and has experience working with Flynn's Financial Coaching, where he helped clients develop healthy money habits. Flynn also serves as an Army Reserve Career Counselor, supporting retention and professional growth within the U.S. Army Reserve. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform that features financial planning, discretionary asset management, and brokerage and insurance product distribution. The firm emphasizes advisor-led planning relationships and offers structured, face-to-face financial coaching engagements.

Todd O'Connell Jr. is a financial advisor at Bankers Life Advisory Services, Inc. in Concord, NH, holding a Series 66 designation with several years of experience including roles at Bankers Life Securities, Scott Merl PA, and the University of Miami. His background also includes work in education and the hospitality industry. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Todd O'Connell is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. His prior work includes roles at ProEquities, Inc. and Bankers Life Securities, Inc. Additionally, he serves as a unit sales manager and insurance agent at Bankers Life & Casualty, focusing on sales and management of non-variable insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

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.

Kathleen Leclair is a financial advisor at OSAIC Institutions, Inc. with 11 years of industry experience. She holds the Series 66 designation and has worked at firms including TD Bank, N.A., TD Private Client Wealth LLC, and Ledyard Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services. The firm offers customized financial planning, ERISA plan services, access to alternative investments, and lending and cash-management options, delivering advice primarily through a network of investment adviser representatives.

Kevin Bishop is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing over 20 years of experience in the insurance and securities industries. His career includes roles at Bankers Life Securities, Inc., ProEquities, Inc., and Bankers Life and Casualty. Bankers Life Advisory Services, Inc. serves primarily mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Zenaida Blanchard is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Bankers Life, she worked in various roles including positions at Hypertherm Associates and Dartmouth-Hitchcock Medical Center. She also serves as an insurance agent with Bankers Life and Casualty, focusing on life insurance, long-term care, and annuity products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis. The firm integrates investment advisory with affiliated broker-dealer and insurance services, concentrating on individual clients rather than institutional or charitable organizations.

Jonathan Schofield is a financial advisor with Bankers Life Advisory Services, Inc. in Concord, NH. He holds a Series 66 designation and has seven years of industry experience. His career includes roles at Bankers Life Advisory Services since 2019, Bankers Life Securities since 2018, and Bankers Life and Casualty since 2009, where he also serves as an agent. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Bruce Adams Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Bankers Life Securities, Inc. since 2016 and previously with ProEquities, Inc. from 2010 to 2016. Outside of his advisory role, he is involved in managing rental properties with his wife. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily for mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, periodic rebalancing, and a combination of fundamental and technical analysis to guide investment decisions.

Tucker Twardosky is a financial advisor at Bankers Life Advisory Services, Inc. with Series 63 and Series 65 licenses and over one year of experience in advisory roles. His background includes positions at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., as well as involvement as a hockey official with Seacost Hockey Officials. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide security selection and portfolio adjustments.

Rebecca Murzin is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to her current role, she was involved in insurance sales and agent training at Bankers Life & Casualty, Inc., and owned a retail bait and tackle business. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, periodic rebalancing, and tax efficiency. The firm emphasizes individual client service and integrates investment management with affiliated broker-dealer and insurance entities.

Cristopher Ettinger is a financial advisor at First Command Advisory Services with 10 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked with First Command-affiliated firms since 2015. Outside of his advisory role, he was previously involved with Toppen Solutions LLC from 2015 to 2017. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes ongoing, advisor-led planning relationships and offers structured Tailored Professional Services engagements alongside discretionary asset management through its in-house Investment Management Team.

Erica Simpson is a Series 66-licensed financial advisor at OSAIC Institutions, Inc. with two years of industry experience. Prior to joining OSAIC, she held roles at Fidelity Investments and several academic institutions, including the University System of New Hampshire and Rivier University. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm emphasizes customized advisory engagements and offers access to alternative investments, lending, and cash-management options through a network of investment adviser representatives.

Matthew Wineriter is a financial advisor with First Command Advisory Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, having worked at First Command Financial Services and its affiliated entities since 2000. He is also president of Mashloch, Inc., an S-Corporation that serves as his financial advising practice. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led planning relationships and offers a structured Tailored Professional Services engagement with a 12-month cycle, supported by an in-house Investment Management Team that manages model portfolios on a discretionary basis.