David Engels is the sole advisor at Engels Investment Advisors, LLC, an independent firm he has led since 2000. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Based in Center Sandwich, NH, Engels focuses exclusively on serving high-net-worth individuals and families. Engels Investment Advisors, LLC manages approximately $28.8 million for a small client base, providing long-term supervisory portfolio management and advice on asset allocation and specific securities. The firm employs a research-driven investment approach combining fundamental, technical, and cyclical analysis, and operates on a fully non-discretionary basis.

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.

Barbara Shegog is a CFA® charterholder with four years of industry experience. She is the sole advisor at BAS Capital Management LLC and has previously worked at Squam Lakes Financial Advisors, LeanUp, LLC, and The NeuGroup. BAS Capital Management LLC provides comprehensive, project-based financial planning and consultation services to individuals, business entities, and trusts, including specialized divorce financial planning. The firm emphasizes long-term, buy-and-hold asset allocation using low-cost mutual funds, ETFs, and government bonds, with a fee structure based on fixed fees and hourly rates rather than asset-based or performance fees.

Douglas Greene is a financial advisor at Greene & Company Financial Services LLC with 21 years of industry experience. He holds the PFS™ designation and Series 63 license and has operated Greene & Company, PC, a certified public accounting firm, since 1982, providing tax planning, preparation, and accounting assistance. Greene & Company Financial Services LLC offers investment advice and portfolio management to individual clients as well as pension and profit-sharing plans. The firm employs a discretionary management approach that incorporates charting, fundamental and technical analysis, and integrates tax considerations through its affiliation with the accounting firm owned by the principal.

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.

Jeffrey Hare is a CFA® charterholder with 27 years of industry experience. He has worked at Aventus Investment Advisors, Inc. since 2010 and was previously employed at Purshe Kaplan Sterling Investments from 2015 to 2016. Outside of his advisory role, he manages bookkeeping duties for a real estate entity. Aventus Investment Advisors provides portfolio management, financial planning, and related advisory services to individuals, trusts, estates, businesses, and charitable organizations. The firm serves clients with investable assets typically above $500,000 and employs a global macroeconomic and fundamental research approach to investment across multiple asset classes.

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.

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.

Susan Mc Bournie is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 license and nine years of industry experience. She has worked at Foundations Investment Advisors and Whitney And Associates since 2017 and at Virtue Capital Management from 2016 to 2017. Additionally, she is a self-employed independent agent offering fixed annuities and life insurance. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm manages portfolios using model allocations and third-party sub-advisers, delivering advice through a large network of affiliated offices and licensed representatives.

Kimberly Du Laurence is a Certified Financial Planner® with 21 years of industry experience. She has been with Facet Wealth since 2020 and previously worked at Tiaa and Citizens Financial Group. Kimberly holds Series 63 and Series 66 licenses. Facet Wealth serves individual members across a broad range of net worth levels through subscription-based financial planning that includes investment management. The firm uses technology-driven, model-based asset allocation primarily with ETFs and offers additional strategies such as direct indexing and tax-loss harvesting at certain service tiers.

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.

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.

William Reepmeyer is a financial advisor at Oppenheimer with 57 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2010. Outside of finance, he owns and manages a harness horse racing business, involving buying and selling horses and selecting races, drivers, and trainers. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment products.

Sarah Goodale is a financial advisor at Empower Advisory Group with two years of industry experience. She holds the Series 66 designation and has worked in education roles at Brewster Academy and Tilton School. Outside of advising, she prepares tax returns for friends and family for a nominal fee. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by sponsors.

Brandy Mohan is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and 16 years of industry experience. She has worked at Mill River Wealth Management and Infinex Investments since 2018, and previously at Citizens Securities, Inc. from 2015 to 2018. Outside of finance, she has been involved with The Bob House Restaurant as a bartender since 2010. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a wide range of advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominantly non-discretionary asset management and its dual broker-dealer/adviser status.

Steven Aiken is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Meredith Village Savings Bank and Infinex Investments, Inc. He is also a Select Board Member for the Town of Meredith, New Hampshire. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers advisors discretion to construct portfolios from a broad selection of securities and insurance products while managing discretionary model portfolios through its Investment Management and Research team.

Thad Richardson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he manages a residential property previously used by his parents. 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 variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with additional product offerings such as insurance and credit services.

Carl Ring is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Ring volunteers as a wax technician and coach for several high school and club Nordic ski teams in New Hampshire. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Brendan Casey is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Lincoln Financial Securities Corporation before joining Cambridge in 2017. Outside of his advisory role, he is a partner and independent insurance agent at Aggregate Wealth Strategies and Insurance Advisors and serves as secretary of a local BNI networking group. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services with a range of investment platforms and strategies.

Donald Hannigan Jr. is a financial advisor at OSAIC with 41 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining OSAIC in 2023, he was associated with Questar Asset Management and Questar Capital Corporation since 2008 and has operated Hannigan Brokerage Services, a sole proprietorship selling insurance products, since 1997. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments, asset allocation software, and portfolio optimization tools, offering a broad range of investment options and access to multiple custodial platforms.

William Slattery Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes long-term roles at Minnesota Mutual and Guardian Life Insurance Co. of America, as well as operating his own business, Slattery Inc. In addition to advising, he works as an independent insurance agent specializing in life, accident, health, and Medicare-related products. Cetera Investment Advisers serves a broad range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, supported by a variety of model portfolios and program options.

Heather Phillips is a financial advisor at UBS Financial Services with 29 years of industry experience. She previously worked at Merrill Lynch and Bank of America, N.A. from 2005 to 2023. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm integrates institutional trading capabilities with wealth management services, including fee-based financial planning and portfolio management.

Deanne Chrystal is a financial advisor with Primerica Advisors in Holderness, NH, holding Series 63 and Series 65 licenses and six years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2019. In addition to her advisory role, she is an attorney with Chrystal Law, PLLC, where she has practiced since 2009, and she owns The Purrfect Inn, LLC, a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of discretionary separately managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers for its investment models.

Bonnie Ireland is a financial advisor with LPL Financial in Meredith, NH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with LPL Financial and its predecessor entities since 2006. In addition to advisory services, she spends part of her time offering and selling life, health, disability, long-term care, and fixed annuity insurance products. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining large-scale advisory operations with insurance and lending services.

Nicholas Trudel is a financial advisor with Edward Jones in Gilford, NH, holding the CFP®, ChFC®, and Series 66 designations. He has nine years of industry experience, including six years at Banks Chevrolet prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Christopher Neeb is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in managing client wealth by developing personalized strategies that align with individual life priorities, including college education planning, family wealth management, liquidity management, personal retirement planning, and retirement income. Christopher leverages the global resources of Merrill and the banking services of Bank of America to provide comprehensive financial solutions. He holds a Bachelor's Degree from the University of Denver and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Christopher follows Merrill's tradition of community involvement, dedicating time to volunteer with local organizations. Outside of work, he enjoys fishing, golfing, skiing, and spending time with his family.

Robert Kennelly is a financial advisor with Ameriprise who holds a Series 66 designation and has 21 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with the Meredith Rotary Club, where he manages funds dedicated to scholarships for local students. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm provides structured, research-based recommendations combining modeling and tax-efficiency analysis, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

James Shuttleworth is a financial advisor with Thrivent Investment Management in Moultonborough, NH, holding Series 63 and Series 66 licenses. He has 33 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning with tools that cover topics such as retirement, income tax, estate, and special needs planning, delivered independently from portfolio management services.

Donald Albiston is a financial advisor at OSAIC with over 42 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation and PRUCO Securities, LLC, as well as The Prudential Insurance Company of America. He is also licensed to offer accident and health insurance, disability insurance, fixed annuities, and traditional life insurance. OSAIC is a large investment advisory and brokerage firm serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers access to various custody platforms, third-party managers, and alternative investment solutions.

Mark Feigelman is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Elijah Swanson is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he held various roles in hospitality and retail, including positions at Giuseppe's Ristorante and Center Harbor Beach. 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 options supported by a large network of financial advisors and branch offices.

Keith Britton is a financial advisor with Edward Jones in Moultonborough, NH, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his financial advisory role, Britton is involved in the fitness industry as an owner and partner of several fitness businesses, including CrossFit Juggernaut. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm provides a range of advisory and managed account strategies, operating under a fiduciary standard, and supports its clients through a nationwide network of financial advisors and branch offices.

Reed Wilson is a financial advisor with Ameriprise, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Ameriprise, he was involved in educational roles at Plymouth State University and several ski academies. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm’s approach integrates research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations in collaboration with its financial advisors.

Jacqueline Taylor is a financial advisor at Ameriprise with 15 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations through a centralized consulting team.

Jeffery Cossar is a financial advisor with Cetera in Plymouth, NH, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at Fidelity Investments and Spark. Outside of advising, he works as a driver delivering groceries part-time. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, supported by various managed account programs and a nationally chartered trust company.

Virginia Perkins is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with LPL Financial since 1995. Outside of her advisory role, she serves as a notary public and acts as a co-trustee for her parents’ accounts. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Heather Yetman is a CFP® with 10 years of industry experience, currently with Mass Mutual Investors Services. She has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2020 and previously held positions at Dana Hall School and UBS Financial Services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using detailed client information and firm-approved software to deliver written recommendations.

Cari Lamontagne is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 26 years of industry experience. She has previously worked at Citizens Securities, Fidelity Brokerage Services LLC, Morgan Stanley, Breiter Capital Management, Wells Fargo Clearing, and Valic Financial Advisors. Outside of her advisory role, she is involved with Live Nation / BankNH Pavilion, a concert venue in Gilford, NH, where she assists with patron directions and ticketing. 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 network of financial advisors and branch offices nationwide.

Celeste Monaghan is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked with firms including Zelek & Associates and Investors Capital Corporation, and she currently owns Monaghan Investment Resources LLC. In addition to her advisory work, she is a notary public and an independent insurance agent. 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 both discretionary and non-discretionary investment strategies.

Jillian Verspyck is a financial advisor at Merrill with seven years of industry experience. She has worked at Merrill since 2018 and previously spent four years at Voya Financial. Outside of her advisory role, she serves as a trustee for a family trust in Rumney, New Hampshire. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient strategies and is closely integrated with Bank of America’s broader banking and capital-markets platform.

Devon Sullivan is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior work includes positions at 128 Technology and a brief period of unemployment before joining Edward Jones in 2018, where he has worked for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.