Brian Mc Guigan is a CFP® professional with 26 years of experience in the financial advisory industry. He is the principal of McGuigan Financial, LLC, an independent firm he founded in 2018, and has prior experience at LPL Financial, Flagship Harbor Advisors, and Edward Jones. McGuigan Financial serves individual and high-net-worth clients by providing discretionary asset management, comprehensive financial planning, and retirement-focused services, including participant education. The firm uses fundamental analysis to guide investment decisions and operates on LPL’s open-architecture platforms, offering both wrap and non-wrap account structures.

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.

Stuart Hawver is the principal of Stu Hawver, CFA, MBA, LLC, an independent advisory firm based in Mocksville, NC. He holds the CFA designation and has 21 years of industry experience, including nine years at Davidson Capital. His firm provides discretionary investment management and integrated financial planning to individual clients and trusts, focusing on low-cost, tax-efficient mutual funds and ETFs. Investment decisions follow Modern Portfolio Theory with model portfolios and Monte Carlo simulations to meet client goals, and the firm offers both performance-based and asset-based fee arrangements.

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.

Michael Hepworth is a financial advisor with Hepworth Equity Partners, LLC in Wolfeboro, NH, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Hepworth Equity Partners since 2007. Hepworth Equity Partners provides discretionary portfolio management and ongoing financial planning for individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm sponsors and exclusively manages its own wrap fee program, focusing on separately managed accounts tailored to client objectives and risk tolerance.

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.

Bonnie Aves is a financial advisor at Hepworth Equity Partners, LLC with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been with Hepworth Equity Partners since 2007. The firm provides discretionary portfolio management and ongoing financial planning for individuals, trusts, estates, pension and profit-sharing plans, and business entities. Hepworth Equity Partners manages client assets through a firm-sponsored wrap fee program focused on separately managed accounts, combining customization and tax considerations with a small advisory team approach.

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.

Landon Fritch is a CFP® with nine years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2019. He previously worked at Financial Focus, Marliave, and Lincoln Financial. Outside of his advisory role, he is a co-owner of Don Fritch Family Farms, LLC, a farming business. F.L. Putnam Investment Management Company provides investment management, financial planning, and consulting services to a varied client base including individuals, families, foundations, and corporations. The firm employs a combination of strategic asset allocation and tactical adjustments, offering specialized strategies such as Optimized Indexing and socially responsible investing.

Jason Taylor is a financial advisor with Flagship Harbor Advisors, LLC in Gilford, NH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Flagship Harbor Advisors and LPL Financial since 2017 and was previously with Cco Investment Services Corp from 2011 to 2017. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a range of investment strategies across mutual funds, ETFs, individual securities, and separately managed accounts.

Thomas Goodwin is a CFP® with 21 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Co. since 2019. Prior to this, he worked at Financial Focus, Inc. for seven years. F.L. Putnam Investment Management Company offers discretionary and non-discretionary investment management, financial planning, and family office solutions to individuals, families, foundations, endowments, corporations, and other advisers. The firm employs strategic asset allocation combined with tactical adjustments and uses a range of internally managed and third-party strategies, including specialized approaches like Optimized Indexing and socially responsible investing.

Gregory Evans is a CFP® with 31 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2026. His prior experience includes roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors, as well as RWA Wealth Partners. F.L. Putnam Investment Management Company provides discretionary and non-discretionary investment management, financial planning, and family office solutions to a diverse client base including individuals, foundations, corporations, and registered investment companies. The firm employs a combination of strategic asset allocation, tactical adjustments, and a range of investment vehicles, offering specialized strategies such as Optimized Indexing and socially responsible investing.

Susan John is a CFP® with 21 years of industry experience, currently serving as an advisor at F.L. Putnam Investment Management Co. since 2019. She previously worked at Financial Focus, Inc. for 25 years. In addition to her advisory role, she acts as a trustee for several client trusts, handling estate settlement, trust distributions, and investment manager selection. F.L. Putnam Investment Management Company offers discretionary and non-discretionary investment management, financial planning, and family office solutions to individuals, families, foundations, endowments, corporations, and other advisers. The firm employs a combination of strategic asset allocation, tactical adjustments, and a range of investment vehicles, including proprietary strategies and socially responsible options, to manage client portfolios.

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.

Valerie Brown is a Series 65-registered financial advisor with 19 years of industry experience. She has worked at F.L. Putnam Investment Management Company since 2019 and previously spent 18 years at Financial Focus, Inc. F.L. Putnam Investment Management Company provides discretionary and non-discretionary investment management, financial planning, and family office solutions to a diverse client base including individuals, families, foundations, and corporations. The firm employs a combination of strategic asset allocation and tactical adjustments, utilizing both internally managed strategies and third-party managers across various asset classes.

James Balfour is a CFP® and CFA® with six years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2021. His prior roles include positions at Lowell, Blake & Associates, Inc. and Loomis, Sayles and Company, LLC. F.L. Putnam Investment Management Company offers discretionary and non-discretionary investment management, financial planning, and family office services to a diverse clientele including individuals, families, foundations, and corporations. The firm employs a combination of strategic asset allocation and tactical adjustments, utilizing internally managed strategies, third-party managers, mutual funds, ETFs, and alternative investments to build client portfolios across multiple asset classes.

Kristen Madden is a financial advisor at F.L. Putnam Investment Management Co. with 20 years of industry experience. She has held her current position since 2019 and previously worked at Financial Focus, Inc. from 2005 to 2019. She holds Series 63 and Series 65 designations. F.L. Putnam Investment Management Company offers discretionary and non-discretionary investment management, financial planning, and family office solutions to a broad client base including individuals, families, foundations, corporations, and registered investment companies. The firm combines strategic asset allocation with tactical adjustments and utilizes both internally managed and third-party strategies across equities, fixed income, and alternatives.

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.