David Hunt Jr. is a CFP® and CFA® with 16 years of industry experience, currently serving as the sole advisor at Applied Capital Management, LLC. He has worked at LPL Financial since 2020 and has been affiliated with Applied Capital Management, Inc. since 2015. Applied Capital Management provides comprehensive financial planning and consulting services to individuals, trusts, estates, and small businesses. The firm emphasizes written financial plans and ongoing consulting, supporting a large client base with customized plans developed through detailed client engagement and fundamental analysis.

Anthony Chen is an independent financial advisor at Honorable Financial Services, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked concurrently at ClearCost Health since 2014, where he serves as a quality assurance manager developing healthcare software. Prior to and during this time, he has also been associated with Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Honorable Financial Services is a small, state-registered independent advisory firm serving primarily individual clients, especially lower- to middle-income individuals and families. The firm offers discretionary portfolio management and ongoing financial planning focused on retirement and life transitions, utilizing a long-term, passive ETF asset-allocation strategy implemented through the Betterment platform.

Edward Murray is a ChFC® credentialed advisor with 27 years of industry experience. He has led Family Investment Advisory, LLC since 2011 and has been involved in his own advisory and compensation architecture businesses since 1981. He is also a licensed insurance agent specializing in long-term care insurance, maintaining this role since 2008. Family Investment Advisory, LLC provides portfolio management services to individuals, trusts, and estates, focusing on diversified asset allocation and fundamental analysis. The firm develops individualized, discretionary portfolios and conducts regular reviews to adjust holdings based on client objectives and risk tolerance.

Noah Tillinghast is a financial advisor at Callidus Capital with a Series 65 designation and experience beginning in 2022. He previously worked at Clearview Financial Strategies LLC and has a background that includes ten years in education. In addition to his advisory role, he is a licensed insurance agent selling life insurance. Callidus Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of fundamental, technical, and cyclical analysis across various security types. The firm typically manages portfolios under written discretionary authority and does not concentrate on any single security type.

Scott Stratton is the sole advisor at Stratton Capital Management, LLC in Bedford, NH, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has worked as a pilot for Federal Express Corporation since 1987 and is currently affiliated with the Airline Pilots Association International. Stratton Capital Management provides discretionary portfolio management and ongoing investment supervisory services to individual and high-net-worth clients, utilizing a combination of fundamental, technical, and cyclical analysis across a range of securities. The firm manages all assets in-house and conducts regular account reviews to align with clients’ risk tolerances and objectives.

Adam Mead is the principal advisor at Mead Capital Management, LLC, holding a Series 65 credential with 11 years of industry experience. He has been managing his independent firm since 2014 and concurrently serves as Assistant Vice President and Commercial Loan Portfolio Manager at Pentucket Bank. Mead Capital Management provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and other business entities. The firm focuses on value-oriented, fundamental analysis with a concentrated portfolio approach and serves clients who prefer a long-term, business-owner perspective on publicly traded securities.

Jared Hoole is a CFP® and holds a Series 65 license, with 12 years of experience in financial planning. He is the principal advisor at Lakeside Financial Planning, LLC, where he has worked since 2014. In addition to his financial advisory role, Jared is a tax manager at Bright Horizons Family Solutions, a company specializing in early education and employer-sponsored childcare. Lakeside Financial Planning, LLC is an independent, fee-only firm serving individuals, families, and small businesses. The firm manages approximately $64 million on a discretionary basis, providing comprehensive wealth management, investment management, and financial education through community seminars. Their investment approach includes tax-focused strategies and utilizes no-load mutual funds, ETFs, bonds, and cash equivalents.

Scott Sullivan is a financial advisor with Bay Point Financial, LLC in Bedford, NH, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with Bay Point Financial since 2010 and previously worked at Triad Advisors, LLC. Outside of advising, he is involved as a corporator at Franklin Savings Bank. Bay Point Financial provides investment advisory and financial planning services to individuals, trusts, business entities, and retirement plans. The firm emphasizes a passive, index-based ETF strategy with globally diversified asset allocation and typically operates in a non-discretionary, consultative capacity, recommending third-party managers and offering ongoing account reviews and plan implementation support.

Douglas Cobb is a CFP® professional with 22 years of industry experience. He has been the sole advisor at Cobb Financial, LLC since 2003. The firm provides discretionary investment management and financial planning services, along with tax preparation and CFO/business consulting engagements under separate fee arrangements. Cobb also maintains a full-time corporate finance role outside of his advisory practice. Cobb Financial, LLC serves individual clients by constructing diversified portfolios using fundamental and technical analysis, with regular reviews and reporting. The firm combines investment management with tax and business advisory services, operating a practitioner-led model focused on accounts generally at or above $100,000.

Robert Creegan Jr. is a CFP® professional with 25 years of industry experience. He has been with Creegan & Nassoura Financial Group, LLC since 2000 and was previously with Creegan & Associates, LLC. The firm is an SEC-registered, fee-only investment adviser providing discretionary portfolio management and financial planning to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. It emphasizes balance and diversification, tailoring portfolios to clients’ risk tolerances and objectives through fundamental and technical analysis, with a range of investment strategies including equities, fixed income, and options.

Bernard Ross III is a financial advisor with KBR Financial Solutions, an independent advisory firm, and holds Series 63 and Series 65 securities licenses. He has 26 years of industry experience and has been involved with multiple entities, including Ross Wealth Planning Group, LLC, which he has managed since 2003. KBR Financial Solutions operates as a single-advisor practice offering fee-based investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary, custom portfolio management using a strategic and tactical allocation approach across a broad range of securities and offers specialized services such as retirement income and one-time college planning engagements.

Corey Walker is a financial advisor with Walker Capital Partners, LLC in Bedford, NH, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Northwestern Mutual and other financial services firms. Additionally, he serves as an Account Executive for Hortica Insurance Services, working in property and casualty insurance outside of his advisory activities. Walker Capital Partners is an independent, SEC-registered firm that provides discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and select institutional clients. The firm manages a private pooled vehicle employing a mix of fundamental and technical analysis along with option strategies, and also offers retirement-plan consulting through a third-party platform.

Eilon Amir is a financial advisor at Brownstone Financial Group LLC with two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to his current role, he worked at Sakura Partners and Outcome Capital, LLC. Outside of his advisory work, he serves as Volunteer Vice President of the Board for Beit Sasson Sephardic Congregation in Newton, MA. Brownstone Financial Group LLC provides investment advisory and portfolio management services to individual clients, beginning with a tailored financial plan. The firm emphasizes asset allocation and utilizes model portfolios managed by sub-advisers, conducting ongoing account reviews and maintaining authority over sub-adviser selection and monitoring.

Frank Demaio is a CFP® professional with 33 years of experience in financial advisory services. He has been associated with JTD Financial Services, LLC since 2008 and has prior experience with United Planners Financial Services. Outside of his advisory role, he is involved in managing a ski condo rental business. JTD Financial Services provides investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm creates individualized investment programs tailored to clients’ financial situations and goals, employing a range of analytical methods and maintaining regular account reviews.

At Sunflower Financial Planning, we specialize in helping families in the midlife stage navigate complex financial responsibilities with clarity and confidence. Our clients are often balancing competing priorities—saving for their own future, supporting aging parents, and funding college education for their children. We guide them in building long-term wealth while creating financial security today. We also work closely with pre-retirees who are preparing to transition into retirement. Through personalized, comprehensive planning, we help align their resources with their goals, offering strategies for income distribution, tax efficiency, and long-term care planning. Whether you're facing the challenges of the “sandwich generation” or approaching retirement, we’re here to provide thoughtful, fee-only advice designed to support your life—not just your portfolio.

Theodore Svirbly is a financial advisor and founder of T.S. Financial Planning in Derry, NH, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual and Mass Mutual prior to establishing his independent practice. In addition to advisory services, he maintains a fixed insurance agency. T.S. Financial Planning offers investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate plan sponsors. The firm provides both discretionary and non-discretionary portfolio management and is notable for its pension consulting and fiduciary services for workplace retirement plans.

Jonathan Rogers is the principal and sole advisor at Clearview Financial Strategies LLC in Atkinson, NH, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Gradient Advisors, Inspire Advisors, and operating as a sole proprietor under Clearview Financial Strategies. Outside of financial advising, he owns Horizon Properties LLC, a residential property management business. Clearview Financial Strategies provides discretionary asset management, qualified retirement plan advice, and hourly financial planning to individual clients, typically serving households with a minimum of $500,000 in assets. The firm customizes investment programs based on client goals and risk tolerance and incorporates insurance services through the owner’s independent insurance agency.

Stephen Mathieu is a ChFC® credentialed financial advisor with 27 years of industry experience. He has been with Legacy Financial Solutions, Inc. since 1997 and also serves as managing member and accountant at LFS Tax Group, LLC, a tax consulting and accounting firm. Legacy Financial Solutions provides personalized financial planning and asset management services to individuals, trusts, estates, charitable organizations, and business entities, serving both individual and high-net-worth clients. The firm employs a non-discretionary approach using fundamental and technical analysis and integrates financial and estate planning into its advisory services.

Tiffany Donegan is a financial advisor at Cohen Investment Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked in education and real estate management. Cohen Investment Advisors provides financial planning, consulting, and investment management services to individuals, high net worth clients, pooled investment vehicles, retirement plans, trusts, and estates. The firm emphasizes discretionary portfolio management using proprietary model portfolios and conducts ongoing account monitoring, with additional offerings including privately placed securities and pooled vehicles for qualified investors.

Daniel Mclaughlin is a financial advisor at Nutfield Financial with 14 years of industry experience. He holds the Series 66 designation and has worked at Cetera Advisors LLC and Investors Capital Corporation among other roles. In addition to his advisory work, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. Nutfield Financial serves individual investors, high-net-worth clients, trusts, and small businesses by providing financial planning focused on retirement and estate planning, investment advisory services, tax preparation, and insurance products. The firm delivers non-discretionary investment advice using fundamental and cyclical analysis, combining buy-and-hold strategies with occasional short-term trading and covered-call techniques.