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.

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.

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.

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.

Genevieve Rowell is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. in North Conway, NH. She has been with Citizens Securities since 2018 and previously worked at CruCon Cruise Outlet for eleven years. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program with ETF-based portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

Michael Murray is a financial advisor with Principal Financial Services based in Sanbornville, NH. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Lincoln Financial Securities Corporation before joining Principal in 2018. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

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.

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.

Kevin Lawlor is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Karen Stone is a financial advisor at Edward Jones with 15 years of industry experience. She has been with Edward Jones since 2012 and holds a Series 66 designation. Outside of her advisory role, she owns a seasonal rental property managed through a real estate company in Wellfleet, Massachusetts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

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.

Gregory Powers is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as Junior Warden on the Vestry of St. John the Baptist Episcopal Church, participating in property management and church operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a managed-account program and periodic plan reviews, emphasizing planning delivered through a large network of financial advisors rather than institutional portfolio management.

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.

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.

Lawrence Depaulis is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 17 years. Outside of his advisory role, he is involved with searchable.ai, providing financial advice related to short-term cash management accounts. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, combining IPS-driven investment processes with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Edward Ronan is a Certified Financial Planner (CFP®) with 26 years of experience in the financial services industry. He has been with LPL Financial since 2004 and previously worked at Bay Financial Advisors, Inc. Ronan is a founding member of a local business networking group for wealth management professionals and serves on a nonprofit board. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, institutions, and retirement plan participants. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with insurance and credit products through its affiliated agencies.

Christopher Russell is a financial advisor at Edward Jones in Wolfeboro Falls, NH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he spent 11 years at Northway Bank. Outside of his advisory role, he coaches 4th-6th grade basketball at the North Conway Community Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors.

Jeffrey Mc Guinness is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones from 2018 to 2022 and has experience outside finance, including roles at Antilles School and Huggins Hospital. He operates a support company, McGuinness Wealth Advisor, as an independent contractor. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

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.

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.

Brian Laing is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2014. Outside of his advisory role, he serves as an assistant football coach at Kingswood High School in Wolfeboro, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Thomas Scala is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Enterprise in the sales division and various positions in hospitality and construction. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

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.

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.

Dana Pelkey is a financial advisor at LPL Enterprise with 25 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America and its related entities for over 20 years. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm’s approach centers on model portfolios developed by its research team and third-party strategists, offering both discretionary and non-discretionary financial planning and access to various asset management programs.

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.