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.

Dan Hagler is a CFP® professional with 32 years of industry experience. He is the owner and CEO of Granite State Retirement Planning, Inc., where he has worked since 2006, and has prior experience with Triad Advisors, Inc. and Osaic Wealth, Inc. He is the creator of The Protected Retirement Process®, a trademarked four-step financial planning process, and co-author of the books *Retire Abundantly* and *Build Wealth Like A Shark*. Granite State Retirement Planning, Inc. serves individuals, trusts, corporations, and employer-sponsored retirement plans with comprehensive portfolio management, a proprietary financial planning process, retirement plan consulting, and referrals to third-party money managers. The firm manages client assets entirely on a non-discretionary basis and offers tailored investment solutions including ETFs, mutual funds, individual securities, and insurance products.

Robert Bonacorsi is a CFP® professional with 34 years of experience in financial advisory services. He founded Bonacorsi Wealth Management and has held prior roles at Mike Bonacorsi LLC, LPL Financial, and Cetera Investment Services. He is also the author of a book titled *Retirement Readiness* and engages in public speaking. Bonacorsi Wealth Management serves individual and high-net-worth clients, providing comprehensive financial planning and investment management through both discretionary and non-discretionary approaches. The firm offers customized strategies based on client goals and risk tolerance, utilizing multiple platforms and including a proprietary wrap-fee program with algorithmic model portfolios alongside advisor-driven management.

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.

Drew Kellner is a CFA® charterholder with 20 years of industry experience. He has been with Lumbard & Kellner, LLC since 2005. Lumbard & Kellner, LLC provides discretionary investment management primarily for high-net-worth individuals, trusts, estates, and charitable organizations. The firm follows a value investing approach based on fundamental analysis and manages accounts on a fully discretionary basis.

Daniel Mclaughlin is a financial advisor at Nutfield Financial with 15 years of industry experience and holds a Series 66 designation. He has worked with Nutfield Financial Services Ltd since 2006, including roles at Cetera Advisors LLC and Cetera. In addition to his advisory work, he is an insurance agent specializing in life, health, disability, annuities, and long-term care. Nutfield Financial serves individual investors, high-net-worth clients, trusts, and small businesses by offering financial planning focused on retirement and estate planning, investment advisory services, tax preparation, and a range of insurance products. The firm provides non-discretionary investment advice, employing a mix of buy-and-hold strategies, short-term trading, and covered-call techniques, alongside a sub-advisory partnership and technology-enhanced client service.

John Lumbard is a CFA® charterholder with 36 years of industry experience. He has been with Lumbard & Kellner, LLC since its founding in 1990. The firm provides discretionary investment management primarily for high-net-worth individuals, trusts, estates, and charitable organizations. Lumbard & Kellner, LLC focuses on value investing through fundamental analysis, using earnings, valuation multiples, dividend yield, and management quality to construct portfolios. The firm manages accounts on a full discretionary basis, employs fixed income and ETFs for income and hedging, and publishes a quarterly market commentary called “Insight.”

Joseph Latona is a CFP® professional with 21 years of experience in the financial services industry. He has been with Goldfinch Financial, Inc. since 2015 and is also associated with LPL Financial. In addition to his advisory work, he is a licensed notary. Goldfinch Financial provides financial planning and consulting services to individuals, trusts, charitable organizations, and businesses. The firm focuses on broad-based or modular written plans and targeted advice without offering discretionary portfolio management or taking custody of client assets.

Charles Stephen is a financial advisor with Glenwood Investment Group, LLC in Manchester, NH. He holds the ChFC® designation and has 27 years of industry experience, including prior roles at Affinity Investment Group, LLC and Mass Mutual Investors Services. He is also a licensed insurance broker. Glenwood Investment Group provides personalized financial planning and investment management to individuals, trusts, small businesses, estates, and a charitable organization. The firm uses a core-and-satellite investment approach, combining actively managed funds, index funds, and ETFs, with regular portfolio reviews and written account statements.

James Perry is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Cohen Investment Advisors since 2025 and previously held roles at Applied Capital Management, Natixis Distribution, L.P., and MFS Investment Management. Cohen Investment Advisors offers 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 based on fundamental analysis and conducts ongoing account monitoring with quarterly reviews.

Jeffrey Williams is a CFP® with 23 years of industry experience and is currently a principal at Fairscale Capital, LLC. He has led Williams Wealth Management, LLC since 2012. Fairscale Capital provides financial planning and portfolio management to individuals, including high net worth clients, as well as banking institutions, non-profits, and business entities. The firm manages approximately $208 million in assets across 177 client relationships, employing diversified, actively managed investment strategies guided by individualized Investment Policy Statements.

Dyllin Moulton is a Series 65-licensed advisor at Fairscale Capital, LLC in Nashua, NH, with 11 years of industry experience, including his tenure at Williams Wealth Management, LLC. He is part of a three-advisor team serving a diverse client base. Fairscale Capital provides financial planning and portfolio management to individuals—including high net worth clients—as well as banking institutions, non-profits, and businesses. The firm implements diversified, actively managed investment strategies guided by individualized Investment Policy Statements and combines fundamental, technical, and cyclical analysis.

Brian Howlett is a financial advisor with Amherst Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Putnam Investments in retail management for 13 years. Outside of financial advising, he is the managing partner and owner of Phenix Salon Suites, a salon studio rental business currently in development. Amherst Financial Group provides asset management and financial planning primarily to individual and small-business clients. The firm offers tailored investment strategies across a range of objectives and integrates a broader set of affiliated financial services, including insurance, employee benefits, mortgage brokering, tax preparation, and student-loan lending.

Jenny Rivard is a financial advisor with American Wealth Protection Financial, LLC in Manchester, NH. She holds a Series 65 designation and has nine years of industry experience. Rivard previously worked at Truth of Investing and The Cloutier Group's Estate & Financial Strategies. She is also the owner and practicing attorney of AWP Legal LLC, a law firm in Manchester. American Wealth Protection Financial provides investment management, financial planning, and consulting services to individuals, trusts, nonprofits, corporations, and other advisers. The firm manages approximately $70 million across 159 client relationships, typically using exchange-traded funds and a long-term, tailored approach that combines fundamental, technical, and quantitative analysis.

Alexander Thompson is a financial advisor with Fairscale Capital, LLC in Nashua, NH, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Williams Wealth Management, LLC, Alku, and Elon University. Fairscale Capital provides financial planning and portfolio management services to individuals, including high net worth clients, as well as banking institutions, non-profits, and businesses. The firm manages approximately $208 million in assets across 177 client relationships, utilizing individualized investment policies and a mix of fundamental, technical, and cyclical analysis to implement diversified, actively managed portfolios.

Derek Deangelis is a financial advisor at Apex Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Apex Wealth Management since 2021, following a seven-year tenure at Peak Wealth Management, LLC. Apex Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, comprehensive wealth management, and financial planning. The firm emphasizes fundamental analysis and a long-term investment approach, tailoring portfolios to clients’ goals, time horizons, 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.

Patrick Grasso is a financial advisor at Robbins Farley LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Vision Capital Partners, Affinia Financial Group, and The Ayco Company, L.P., a Goldman Sachs company. Robbins Farley is an independent registered investment adviser serving individuals, families, foundations, pensions, and corporations. The firm employs a top-down investment process aligned with macroeconomic conditions and client objectives, offering wealth planning, discretionary asset management, and retirement plan consulting services.

Jennifer Degraffenried is a financial advisor at Hurst & DeGraffenried Wealth Management, LLC in Bedford, NH, holding a Series 65 designation with 10 years of industry experience. She has been associated with N/a since 1997. Hurst & DeGraffenried Wealth Management provides portfolio management and financial planning primarily to individual clients, including trusts, estates, corporations, and high-net-worth individuals. The firm uses client-specific Investment Policy Statements, regular portfolio monitoring, and discretionary trading authority, employing a combination of fundamental, technical, charting, and cyclical analysis across a broad range of investment instruments.