William West is the principal and sole advisor at DW West Investments LLC, an independent firm based in Groton, NH. He holds a Series 65 credential and has experience spanning roles at the University of Maine, National Renewable Energy Laboratory, and Mount Prospect Academy. Outside of his advisory work, he maintains full-time employment unrelated to the investment business. DW West Investments LLC provides discretionary portfolio management primarily to retail individuals, including high-net-worth households. The firm offers three model portfolios focused on technology, dividend-paying large caps, and innovation, applying fundamental research and risk controls while accommodating client-specific investment restrictions.

Lawrence Dwight III is the principal advisor at Dwight Investment Counsel, holding a Series 65 credential with four years of industry experience. Prior to founding his firm in 2019, he worked at Stericycle, Inc. and Lance Dwight Media, LLC. Dwight Investment Counsel is a state-registered investment adviser that provides personalized financial advice and discretionary portfolio management to individuals, families, business entities, and trusts. The firm emphasizes fundamental analysis with a focus on individual equities and low-cost ETFs for long-term growth, while using fixed income and money market funds for liquidity and stability, and manages accounts on a discretionary basis with quarterly reviews.

I started my career in Boston working with ultra-high-net-worth clients at a large wealth management firm. After more than a decade in that environment, I realized I wanted a different kind of success — one built around health, family, and purpose. In 2018, my wife and I relocated our family to the White Mountains of New Hampshire, where we’re raising our two kids and running our own businesses. That experience of stepping off the traditional path deeply shapes the way I now serve my clients. At Sheer Empowerment Financial, I work with mid-career professionals, parents, and self-employed individuals who are navigating transitions and want to bring more clarity and intention to their money. Whether you’re changing careers, growing a business, planning for kids, or simply seeking alignment between your finances and your values, I’ll help you simplify the complex, make thoughtful decisions, and move forward with a plan that reflects what matters most. I’m an advice-only, flat-fee planner — no product sales, no portfolio minimums, and no hidden agenda. My role is to provide you with objective, practical strategies and clear steps you can actually take. Ongoing support is available if you want a long-term partner, but it’s always flexible: some clients prefer periodic check-ins, while others just need a comprehensive plan or a focused session to gain confidence in their next move. As a CFA® Charterholder, CFP® professional, and Certified Health & Wellness Coach, I bring both technical expertise and a holistic perspective. Because money decisions don’t exist in isolation — they shape how you spend your time, manage your energy, and build the life you envision. If you’re looking for expert guidance from someone who’s been through major transitions himself, I’d love to connect. Together we can design a financial plan that reflects your values, supports your goals, and gives you the freedom to create the life you truly want.

Kelly Luethje is a CFP® and holds a Series 65 license with 11 years of industry experience. She has been with Willow Planning Group, LLC since 2014, serving as the firm's sole advisor. Willow Planning Group is an independent advisory firm providing comprehensive financial planning and consulting to individuals, families, business entities, and retirement plan administrators. The firm emphasizes educational programming and periodic newsletters, offering investment analysis and recommendations focused on passive, asset-class-based strategies without direct portfolio management.

Rachel Dadian is a financial advisor with The Foundry Financial Group, Inc. in Laconia, NH. She holds a Series 65 credential and has one year of industry experience. Her prior work includes roles at Cambridge Investment Research Advisors, Inc., Meredith Village Savings Bank, and Sardinha Brands, Inc. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans, offering investment management, financial planning, and retirement plan consulting for approximately 300 clients with $250 million in assets under management. The firm uses top-down macroeconomic analysis and modern portfolio theory to guide strategic and tactical allocations, employing a range of investment vehicles including mutual funds, ETFs, and less-liquid structured products.

Michael Fogarty is a financial advisor at The Foundry Financial Group, Inc. in Laconia, NH, holding CFP® and ChFC® designations with 34 years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. and Fogarty Associates, Inc. prior to his current role. Outside of advisory work, he is the owner of AEHT LLC, a real estate-related business. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans, offering investment management, financial planning, and retirement plan consulting to approximately 300 clients with $250 million in assets under management. The firm employs top-down macroeconomic analysis combined with modern portfolio theory to guide strategic and tactical allocations, utilizing a range of investment vehicles such as mutual funds, ETFs, fixed income, and alternative funds.

Sarah Anderson is a Series 65-licensed financial advisor at The Foundry Financial Group, Inc. with five years of industry experience. She has worked at The Foundry Financial Group since 2019, including a prior role at Cambridge Investment Research Advisors. Outside of her advisory work, she is a member of Bayview Properties LLC, a real estate business. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans, managing approximately $250 million in assets for around 300 clients. The firm uses a combination of top-down macroeconomic analysis and modern portfolio theory to guide investment strategies, employing a range of vehicles such as mutual funds, ETFs, interval funds, and independent managers.

Michael Blanchard is a financial advisor at Aegis Wealth Management, Inc. with 41 years of industry experience. He holds a Series 63 designation and has previously worked at Foundations Investment Advisors, Gradient Advisors, and Financial Security Associates Inc., where he remains president and owner. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-adviser approach by delegating portfolio management to several sub-advisers while tailoring allocations to client objectives.

Daniel Rivet is a CFP® professional with eight years of industry experience, currently serving at The Foundry Financial Group, Inc. He has worked previously with Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., Putnam Investments, and held roles outside finance including at The Common Man Family of Restaurants and the University of New Hampshire. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans with investment management, financial planning, and retirement plan consulting. The firm employs top-down macroeconomic analysis and modern portfolio theory, utilizing a range of investment vehicles such as mutual funds, ETFs, and alternative strategies to manage approximately $250 million in client assets.

Mark Visnic is a financial advisor at Oak Grove Capital, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oak Grove Capital since 2012. Oak Grove Capital, LLC provides discretionary portfolio management and tailored investment advice to individuals, high net worth clients, and business entities through separately managed accounts. The firm employs fundamental, technical, and sentiment analysis combined with routine use of derivatives and options strategies, offering a low-volatility allocation designed to reduce risk relative to the S&P 500.

Brady Martin is a financial advisor at The Foundry Financial Group, Inc. with a Series 65 credential and one year of industry experience. Prior to joining The Foundry Financial Group, he worked at Northwestern Mutual and has a background that includes positions in education and hospitality. Outside of financial advising, he works as a server at Gridiron Restaurant. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans with investment management, financial planning, and retirement plan consulting. The firm employs top-down macroeconomic analysis and modern portfolio theory to guide strategic and tactical allocations, utilizing a range of investment vehicles such as mutual funds, ETFs, and less-liquid structured products.

Joshua Allen is a CFP® with five years of industry experience, currently serving as an advisor at The Foundry Financial Group, Inc. Prior to joining The Foundry Financial Group, he worked at NHTrust, NYLIFE Securities LLC, and New York Life. He is a board member and finance board treasurer for Living Hope Lakeport, a community organization focused on Christian discipleship, and volunteers on the Town of Meredith Parks and Recreation board. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans, providing investment management, financial planning, and retirement plan consulting to approximately 300 clients with about $250 million in assets under management. The firm uses top-down macroeconomic analysis and modern portfolio theory to guide strategic and tactical allocations, implementing portfolios primarily with mutual funds, ETFs, fixed income, real estate funds, and other investment vehicles.

Ava Clark is a financial advisor at The Foundry Financial Group, Inc. in Laconia, NH, holding a Series 65 designation. She has been with the firm since 2025 and has no prior industry experience. Outside of advising, she works as a bartender at Covered Bridge Farm Table, a bar and restaurant where she serves customers and manages the bar. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans, offering investment management, financial planning, and retirement plan consulting. The firm uses top-down macroeconomic analysis combined with modern portfolio theory to manage portfolios primarily through mutual funds, ETFs, and other structured investment vehicles.

William Martin is a financial advisor at StoneX Advisors Inc. with 32 years of industry experience. He holds the ChFC® and Series 63 designations and has been with StoneX Advisors since 2015. Outside of his advisory role, Martin is the proprietor of Martin & Associates, an insurance sales business focusing on life and health insurance products, and he also works in mail delivery with DDA Transport, Inc. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary models, and third-party managers.

John Heaney is a financial advisor at Latitude Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Latitude Advisors since 2010. Prior to this, he was with Dana S Beane and Company for 14 years and has been involved with various insurance carriers since 2000. Outside of advising, Heaney also provides tax preparation and bookkeeping services. Latitude Advisors serves individual and business clients, including high-net-worth investors, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage client portfolios, typically on a discretionary basis.

Elena Larson is a Series 65 licensed financial advisor at Simplicity Wealth with eight years of industry experience. She has held roles at multiple firms, including Lakes Financial, Sawtooth Solutions, MHP-Asset Management, and DAK Financial Group, where she also works as an insurance consultant and licensed independent insurance agent. Simplicity Wealth serves individual and high-net-worth clients as well as financial intermediaries, providing discretionary portfolio management, financial planning, and retirement plan advisory. The firm utilizes a largely model-driven investment approach with ETFs, mutual funds, and select securities, and offers technology and operations services including a Managed Account Program and customizable asset management software for advisers.

Tyler Lewis is a financial advisor at Prospera Financial Services, Inc. with five years of industry experience. He holds the Series 66 designation and has previously worked at Cetera Advisor Networks and Edward Jones. Tyler is also involved with Reed Wealth Management in a non-investment advisory capacity. Prospera Financial Services, Inc. is an enterprise-scale firm serving individual, corporate, charitable, and retirement plan clients through a network of approximately 207 advisors across 140 offices. The firm provides investment advisory and financial planning services using a variety of platforms and models, combining firm and third-party resources for portfolio construction and management.

Nancy Blanchette is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Prior to joining Mariner Wealth in 2022, she worked with Northwestern Mutual Investment Management and Bret Michael Wheeler, among others. Mariner Wealth Advisors is a large multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a broad range of services including investment management, financial planning, retirement plan consulting, tax services, and family-office style administration, using both active and passive investment strategies across multiple asset classes.

Ellen Molnar is a Certified Financial Planner® with 40 years of industry experience. She has been with Commonwealth Financial Network since 2015. In addition to her advisory role, she is a notary public and conducts fixed insurance sales at her branch. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside firm-managed model portfolios and specialized program structures.

Terri Harbour is a financial advisor at Citizens Securities, Inc. in Meredith, NH, holding a Series 66 designation with 23 years of industry experience. She has been with Citizens Securities since 2010. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.