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.

Christopher Rockwell is a financial advisor at RSI Advisors in Dover, NH, holding a Series 65 designation with nine years of industry experience. He has been operating Rock Solid Investments LLC since 2015. RSI Advisors provides financial planning, portfolio management, and investment consultation to individual and high-net-worth clients. The firm combines strategic passive asset allocation with active tactical approaches based on business-cycle analysis and proprietary volatility trading signals, and offers services including retirement, tax, estate, and education planning.

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.

Roger Blundell is the sole advisor at New England Tactical Investments LLC and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and previously worked at The Prudential Insurance Company of America and Pruco Securities. His background also includes six years at Interstate Arms. New England Tactical Investments LLC is an independent firm offering discretionary portfolio management and investment advice to individual and high-net-worth clients. The firm employs a tactical approach that integrates technical and cyclical analysis with modern portfolio theory, utilizing a range of instruments and trading strategies.

Kevin Delaney is a financial advisor with KD Wealth Management LLC in Hampton, NH. He holds the Series 63 and Series 66 designations and has 18 years of industry experience. Prior to founding KD Wealth Management in 2020, he worked at Apollo Financial Group and Fidelity Investments. KD Wealth Management provides personalized investment management and financial planning to individuals, high-net-worth clients, and businesses. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental analysis, and offers services including third-party manager selection and portfolio supervision.

Eric Wasson is a CFP® certificant with 32 years of experience in the financial services industry. He is the principal advisor at AZTEC Financial Group, LLC, where he has worked since 2018, and also maintains a relationship with LPL Financial. Wasson holds Series 63 and Series 65 licenses and is additionally licensed to sell fixed insurance products. AZTEC Financial Group, LLC provides financial education and comprehensive planning services primarily to retail and high-net-worth individuals, focusing on retirement planning and goal-oriented strategies. The firm emphasizes individualized, relationship-based planning and does not hold custody of client assets, with investment implementation offered through separate brokerage and advisory arrangements.

Daniel Pimental is a financial advisor with Alignment Financial Group in Exeter, NH, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Wells Fargo Advisors for six years and has been with Alignment Financial Group since 2009. Alignment Financial Group provides fee-based pension consulting and fiduciary services to plan sponsors, institutions, and other business entities, along with discretionary investment management and comprehensive financial planning for high-net-worth individuals and trusts. The firm’s approach includes a custom, discretionary investment process utilizing tactical allocation strategies and a broad range of instruments, and it also serves as an exempt commodity pool operator and manages digital currency pooled vehicles.

Christopher Eddy is a CFP® professional with 21 years of industry experience. He is the principal advisor at 603 Financial Advisors, LLC, an independent firm based in Newfields, NH. His prior work includes positions at Fortune Financial Services, The Patriot Financial Group, Securities America, Ledyard Bank, Infinex Investments, and Northway Bank. Eddy also holds a licensed insurance sales position focusing on fixed annuities and insurance products. 603 Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management and comprehensive financial planning. The firm constructs portfolios using ETFs, mutual funds, equities, and fixed-income securities, emphasizing a long-term investment approach tailored to each client’s specific goals and risk tolerance.

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.

Kathryn Shea is the sole advisor at Chez Shea LLC in Dover, NH, holding a Series 65 designation with 19 years of industry experience. She previously worked at David Wendell Associates for eight years and had a voluntary unemployment period before founding her current firm. Chez Shea LLC provides non-discretionary investment portfolio recommendations to individuals, trusts, and charitable organizations, as well as analytical consulting and written company research to institutional clients. The firm employs a bottom-up, fundamental analysis approach with a long-term, tax-sensitive focus, primarily investing in large- and mid-cap equities.

Jason Canzano is the principal of Breakwater Asset Management, LLC, an independent firm based in Hampton, NH. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Since 2013, he has also served as a director at Preferred Home Care & Nursing Services DBA Acceleron Medical Products, where he manages and supervises business operations. Breakwater Asset Management provides discretionary investment management and fee-only financial planning to individuals, retirement plans, trusts, non-profits, and businesses. The firm employs a technical-analysis and momentum-driven investment approach, actively managing portfolios using ETFs, closed-end funds, and individual equities to adjust positioning across various time horizons.

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.

Loretta Scarpettiscroggins is a financial advisor at Aventura Capital Management, LLC with 17 years of industry experience. She holds Series 63 and Series 65 designations and has been with Aventura since 2011. She is also involved with Scarpetti & Scroggins, LLC, a business engaged in the sale of fixed annuities, life insurance, disability insurance, and long-term care insurance. Aventura Capital Management provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as institutional and household entities. The firm employs a combination of fundamental security analysis and asset allocation with various investment strategies, offering both discretionary and non-discretionary supervisory services across multiple asset classes.

Leonard Turcotte is a financial advisor with BlueLine Advisors in Barrington, NH, holding a Series 65 credential and 13 years of industry experience. He has been with BlueLine Advisors since 2013 and also works with Wolverton-Wrexham LLC. In addition to his financial advisory roles, he has a long-standing career with American Airlines dating back to 1985. BlueLine Advisors provides fee-based investment advisory and wealth management services primarily to individual clients, including high-net-worth individuals, as well as retirement plans, trusts, estates, and business entities. The firm manages portfolios using strategic and tactical asset allocation with a focus on ETFs and mutual funds, and is notable for its sub-advisory services and consulting projects offered to other investment advisers and plan sponsors.

David Mayes is a CFP®-certified financial advisor with 21 years of industry experience. He is currently affiliated with Mackensen & Company, Inc. and is part of Three Bearings Fiduciary Advisors, Inc., a firm based in Hampton, NH. Three Bearings Fiduciary Advisors provides personalized, fee-only financial planning and discretionary investment management to a diverse client base, including individuals, trusts, charitable organizations, and municipalities. The firm employs a core-satellite investment approach with a focus on strategic asset allocation, offers a broad range of ancillary services such as municipal investment management and tax preparation, and maintains a fiduciary, non–performance-fee compensation structure.

Bruce Fenton is a financial advisor with Atlantic Financial in Durham, NH, holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. He has worked at Capital Gain Securities Group, LLC, Foris Capital US LLC, and has been involved with Atlantic Financial Asset Management Corp. since 2011. Fenton also serves as president of Chainstone Labs, a fintech company that sponsors non-investment-related conferences. Atlantic Financial Asset Management Corp provides portfolio management and asset allocation planning for individuals, high-net-worth clients, pension plans, and business entities. The firm employs a macro global economic approach, combining fundamental and technical analysis with a variety of investment strategies, including alternative investments.

James Dimos is a CFP® with 20 years of industry experience. He is currently with Advisory Resource Group, LLC and has prior experience at LPL Financial, Northeast Planning Associates, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He is also involved in selling fixed life, liability, and long-term care insurance. Advisory Resource Group, LLC provides financial planning and consulting services to individuals, high net worth clients, and businesses. The firm focuses on delivering tailored written plans and consultations without managing or custodying client assets, typically completing plans within six months and coordinating implementation through affiliated broker-dealer and insurance services.

Zachary Zwick is a CFP® with seven years of industry experience, currently serving at Three Bearings Fiduciary Advisors, Inc. since 2019. His prior roles include positions at JB Capital, LLC and Johnson Brunetti, as well as a four-year tenure at the University of Connecticut. Three Bearings Fiduciary Advisors offers personalized, fee-only financial planning and discretionary investment management to a diverse client base, including individuals, trusts, municipalities, and small businesses. The firm employs a core-satellite investment approach focused on passively managed index funds and ETFs, provides comprehensive ancillary services such as tax preparation and municipal investment management, and emphasizes detailed, fiduciary-driven reporting.

David Mclaughlin is a CFP® with 30 years of experience in financial advising. He is the sole advisor at Nutfield Financial, an independent firm based in Auburn, NH. His prior experience includes eight years at Cetera Advisors LLC and sixteen years at Investors Capital Corporation. In addition to financial advising, he is involved in tax preparation and insurance sales, focusing on life, health, disability, annuities, and long-term care products. Nutfield Financial serves individual investors, high-net-worth clients, trusts, and small businesses, offering financial planning with an emphasis on retirement and estate planning, investment advisory services, tax preparation, and insurance products. The firm provides non-discretionary investment advice using fundamental and cyclical analysis combined with buy-and-hold, short-term trading, and covered-call strategies.

Paula Parrish is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at BlueLine Advisors. Her career includes roles at Ally Invest Advisors, Clarfeld Financial Advisors, Citizens Securities, AXA Advisors, and Fidelity Brokerage Services. BlueLine Advisors provides fee-based investment advisory and portfolio management to individual and institutional clients. The firm employs a range of strategies including strategic asset allocation and discretionary management, and it also offers consulting and sub-advisory services to other advisers.