Eric Sanborn is the principal and sole advisor at On Track Financial LLC, an independent registered investment adviser based in Concord, NH. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, Essential Planning LLC, Jason & Charles LLC, and LORD & SANBORN Inc. Outside of investment advisory, he is involved in building management through a real estate holding company and holds a license for fixed insurance sales. On Track Financial provides financial planning, estate planning, insurance consulting, and investment advisory services primarily to individuals and high-net-worth clients. The firm manages approximately $78 million across 145 client relationships, utilizing diversified portfolio strategies that include mutual funds, ETFs, individual securities, and fixed income to align with clients’ risk tolerance and estate considerations.

Jeremiah Chaplin is a CFA® charterholder and Series 65 licensed advisor at Truehand Inc, an independent registered investment advisory firm based in Strafford, NH. He has been with Truehand since 2022 and previously worked in roles at RSA Security, Deep Core Data, and Cimpress. His background includes technical experience in software and engineering alongside advanced investment training. Truehand serves individuals, families, and entities with investment management, financial planning, and fiduciary services. The firm employs a disciplined investment process focusing on large-cap, blue-chip stocks within a buy-and-hold framework and offers a range of service tiers, including active and passive management with bespoke ESG indexing tailored to client needs.

John Colligan is a CFP® with 16 years of industry experience and the principal advisor at Colligan Advisory, LLC, an independent firm he founded in 2009. He holds Series 63 and Series 65 licenses and operates from Concord, NH. Colligan Advisory provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $70 million in assets, focusing on strategic and tactical asset allocation using both fundamental and technical analysis across various asset classes, with a long-term approach that allows for shorter-term adjustments.

Natalya Pearl is a CFP® and holds a Series 66 license, with 10 years of experience in the financial advisory industry. She has worked at Infinex Investments and Bangor Savings Bank prior to founding Dragonfly Wealth Advisory. Natalya operates as the sole advisor at Dragonfly Wealth Advisory, based in Concord, NH. Dragonfly Wealth Advisory serves individual and high-net-worth clients with ongoing portfolio management and comprehensive financial planning. The firm’s investment approach incorporates cyclical and fundamental analysis, modern portfolio theory, and quantitative methods, focusing on long-term trading and tailored portfolios.

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 Solari is a Certified Financial Planner™ and holds a Series 66 license with 15 years of industry experience. He has been the sole advisor at Solari Financial Planning, LLC in Goffstown, NH since 2013. Solari Financial Planning, LLC provides fee-only financial planning and investment advisory services to individuals, families, trusts, estates, and small plans. The firm emphasizes asset allocation, low-cost diversified investments, tax efficiency, and non-discretionary, client-approved portfolio management.

Souheil Asmar is a financial advisor at Triumph Wealth Management LLC in Concord, NH, holding a Series 65 designation with 15 years of industry experience. He has been president of Triumph Business Advisors LLC since 2010, where he provides business consulting services including marketing, strategic and financial planning, tax planning and preparation, and executive coaching. Triumph Wealth Management serves individual clients and small businesses with tailored financial, tax, and retirement planning, focusing on detailed financial reviews and written plans without engaging in securities trading or discretionary account management. The firm operates on a fee-only basis and integrates formal tax credentials into its advisory services.

Daniel Mclaughlin is a financial advisor at Nutfield Financial with 14 years of industry experience. He holds a Series 66 designation and has worked at Cetera Advisors LLC and Nutfield Financial Services Ltd. Outside of advisory work, he is also 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, offering financial planning focused 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 various portfolio strategies and supports employer retirement arrangements along with an on-demand advisory option.

Keith Burbank is a financial advisor at Capitol Wealth Management with 12 years of industry experience. He holds a Series 65 designation and has worked at Capitol Wealth Management since 2017, following four years at Boston Asset Management Inc. Capitol Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a tactical allocation approach to discretionary portfolio management, combining fundamental, technical, and cyclical analysis to tailor investment strategies according to clients’ objectives, risk tolerance, and time horizons.

David Woolpert is a financial advisor with Altus Investment Group in Concord, NH, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Altus Investment Group since 2003 and previously worked at LPL Financial from 1996 to 2022. Outside of finance, he has taught at the Concord Community Music School since 1996. Altus Investment Group provides personalized financial planning and consulting services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers fee-only, hourly, and flat-fee planning arrangements, focusing on tailored financial plans while clients retain control of implementation.

Clayton Poole is a financial advisor at Capitol Wealth Management in Concord, NH, holding a Series 65 designation with no prior industry experience. He has a background in music production and event management as co-owner and director of business at CP Music Productions since 2012. Capitol Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, managing approximately $34.7 million for about 59 clients. The firm employs a tactical allocation approach with discretionary portfolio management, incorporating fundamental, technical, and cyclical analysis to tailor strategies to each client’s objectives and risk tolerance.

David Mclaughlin is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Nutfield Financial. He has worked at Cetera Advisors LLC for eight years and has been with Nutfield Financial Services, Ltd since 1994. Outside of advisory work, he is involved in tax preparation and financial services under a DBA of his firm and also acts 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, occasional short-term trading, and covered-call techniques.

Laura Provost is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been associated with LPL Financial since 2012 and Altus Investment Group since 2013. Provost is also involved in the sale of fixed life, long-term care, disability insurance, and fixed annuities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory solutions supported by in-house research, model portfolios, and a variety of investment management options tailored to client needs.

James Steproe is a financial advisor at Capitol Wealth Management in Concord, NH, holding Series 63, 65, and 66 licenses with 10 years of industry experience. He has been with Capitol Wealth Management since 2017 and previously worked at Boston Asset Management, Inc. for one year. Capitol Wealth Management is a four-advisor firm that serves individual and high-net-worth clients with fee-based investment advisory and financial planning services. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, managing portfolios on a discretionary basis to balance risk and performance.

Ronald Valpey is a CFP® and holds a Series 66 license with 24 years of experience in the financial advisory industry. He has been with Valpey Financial Services LLC since 2010, where he serves as one of two advisors. Valpey Financial Services LLC provides portfolio management, financial planning, and consulting to individual, high-net-worth, and certain corporate clients. The firm employs a strategic asset allocation approach with diversified portfolios and emphasizes low-cost passive indexing, using active managers selectively based on net-of-cost evidence.

Mark Lavalle is a financial advisor at KCS Advisors, LLC in Concord, NH, holding a Series 65 designation with 19 years of industry experience. He has been with KCS Advisors since 2010. Outside of his advisory role, he serves as Treasurer for the Bow School District and is a trustee for multiple trusts, including the Bedford Kids First Trust, where he manages trust assets independently of KCS Advisors. KCS Advisors is a privately owned registered investment adviser providing discretionary investment supervisory services and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term, buy-and-hold investment approach focused on diversification, tax awareness, and minimizing trading costs, with occasional use of derivative strategies for specific portfolio management needs.

Clayton Poole Jr. is a financial advisor at Capitol Wealth Management in Concord, NH, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Boston Asset Management and Banc Of America Investment Services. Outside of finance, he is involved in professional music contracting, conducting orchestras several times a year, and performs with a musical big band through a related musical production company. Capitol Wealth Management is a four-advisor firm serving individual and high-net-worth clients with fee-based investment advisory and financial planning services. The firm employs a tactical allocation strategy combining fundamental, technical, and cyclical analysis to manage discretionary portfolios.

Kevin Soles is a financial advisor at KCS Advisors, LLC in Concord, NH, holding Series 63 and Series 65 designations with 24 years of industry experience. He has been with KCS Advisors since 2003. KCS Advisors is a small, privately owned registered investment adviser that provides discretionary investment supervisory services and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term, buy-and-hold investment approach combining fundamental and quantitative analysis with broad diversification and tax awareness.

Monique Pratte is a financial advisor at Gelinas & Company, CPA, PLLC with 11 years of industry experience. She holds a Series 65 designation and has been with Gelinas & Company since 2006. The firm is a CPA practice that also offers investment advisory services, including model portfolio management and financial consulting, primarily through model portfolios or referrals to a third-party investment adviser. Gelinas & Company provides advisory services alongside its accounting practice, with an emphasis on referral and consulting engagements rather than direct asset management.

Madelyn Ducharme is a financial advisor at Altus Investment Group with a Series 66 credential and two years of industry experience. She has worked at firms including J.P. Morgan Securities and RBC Wealth Management. Outside of finance, she is involved with Kate Noel Fitness, a home-based fitness business. Altus Investment Group provides personalized financial planning and consulting services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on tailored financial plans and analyses, with clients retaining control over implementation, and utilizes fee-only, fixed, and hourly planning arrangements rather than asset-based fees.