Edwin Safir is a financial advisor with Safir Wealth Advisors, LLC in Greenland, NH, holding Series 63 and Series 66 designations and bringing 53 years of industry experience. He worked at Coburn & Meredith, Inc. for 14 years before founding Safir Wealth Advisors in 2017. Safir Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and comprehensive financial planning. The firm manages approximately $198 million across about 67 clients, focusing on diversified portfolios primarily composed of low-cost mutual funds and ETFs, with an investment approach that combines fundamental, technical, cyclical, and charting analysis.

William Leibundgut is a financial advisor with Atlantic Financial Asset Management Corp in Durham, NH, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked at Foris Capital US LLC and has served as Vice President of Chainstone Labs, a FinTech company that sponsors non-investment related conferences. Atlantic Financial provides portfolio management and asset allocation planning to individuals, pension plans, and business entities, using a macro global economic approach and a range of strategies including long- and short-term trading and alternative investments.

Eric Giacobba is a financial advisor at BlueLine Advisors with 17 years of industry experience. He holds a Series 65 designation and has worked at BlueLine Advisors since 2022. In addition to his advisory role, Mr. Giacobba is the CEO of Covrd, Inc., a technology company focused on product management, design, and sales and marketing. BlueLine Advisors serves individual and institutional clients, offering fee-based investment advisory, portfolio management, and wealth advisory services. The firm employs a strategic and tactical asset allocation approach with customized management and provides outsourced Chief Investment Officer and consulting services to other advisers and programs.

Tracy Middleton is a financial advisor at Castle Asset Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Castle Asset Management since 2017. Castle Asset Management provides financial planning, portfolio management, and pension consulting primarily to non-high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses a combination of income-focused and long-term purchase strategies supported by fundamental and technical analysis and modern portfolio theory.

Andrew Safir is a CFP® with 14 years of industry experience. He is a founding advisor at Safir Wealth Advisors, LLC, where he has worked since 2017. Prior to that, he spent four years at Coburn & Meredith Inc. Safir Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm provides discretionary portfolio management and comprehensive financial planning, focusing on diversified portfolios with low-cost mutual funds and ETFs alongside selective use of individual securities.

Robert Wofchuck is a CFP® professional at Ledgewood Wealth Advisors, LLC with 23 years of industry experience. He has been with Ledgewood Wealth Advisors since 2005. Ledgewood Wealth Advisors serves individuals, trusts, estates, and business entities with portfolio management and financial planning services. The firm employs fundamental analysis and continuous monitoring, using both discretionary and non-discretionary accounts, and may incorporate active investment techniques based on client objectives and risk tolerance.

Barry Dyke is a financial advisor at Castle Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in pension consulting and insurance since the early 1980s. In addition to his advisory work, he is active in life, disability insurance, and annuity sales. Castle Asset Management provides financial planning, portfolio management, and pension consulting primarily for individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses a combination of income-focused and long-term purchase strategies supported by fundamental and technical analysis, managing assets mainly on a non-discretionary basis.

Troy Zerveskes is a financial advisor with Advisory Resource Group, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2015 and is currently associated with New Hampshire Federal Credit Union. Outside of financial advising, he has a business interest in Hurricane IT LLC, a company involved in the ring/hook game industry. Advisory Resource Group, LLC provides financial planning and consulting services to individuals, high-net-worth clients, and businesses, focusing on written plans and ad-hoc consultations without offering ongoing discretionary investment management. The firm operates on hourly or fixed-fee engagements, with implementation typically handled through affiliated broker-dealer or insurance channels.

Frank Sabin is a CFA® charterholder with 20 years of industry experience and has been with BlueLine Advisors since 2012. He holds a Series 63 license and teaches courses at Southern New Hampshire University outside of his advisory role. BlueLine Advisors provides fee-based investment advisory and wealth management services to individual clients, retirement plans, trusts, estates, and business entities. The firm employs a discretionary portfolio management approach using strategic and tactical asset allocation with a focus on ETFs and mutual funds, and it also serves as a sub-advisor and service provider to other advisers and plan sponsors.

Lawrence Sarkozy is a financial advisor at Ledgewood Wealth Advisors, LLC with five years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ledgewood Wealth Advisors since 2010. Ledgewood Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and business entities by providing portfolio management and financial planning services. The firm uses fundamental analysis and continuous monitoring to implement client allocations, employing both discretionary and non-discretionary strategies tailored to client objectives and risk tolerance.

Joshua Weiss is a financial advisor at Compass Planning Associates, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC and Liberty Mutual Insurance Company. Compass Planning Associates, Inc. provides comprehensive financial, investment, and tax planning services to individuals, retirement plan participants, trusts, estates, and business entities. The firm typically implements portfolios through passive asset allocation using index mutual funds and ETFs, offering ongoing planning with regular client check-ins and discretionary or non-discretionary account management.

Alexander Fredette is a financial advisor at Elevated Capital Advisors, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Elevated Capital Advisors, he worked in various roles at Wentworth Douglas Hospital, Frisbie Memorial Hospital, and Massachusetts General Hospital. He also operates Fredette Financial Services, an independent financial service entity. Elevated Capital Advisors is a team of approximately 20 advisors managing around $499 million for about 1,000 clients, serving individuals, trusts, estates, retirement and profit-sharing plans, and small businesses. The firm provides wealth management, financial planning, ERISA retirement-plan services, sub-advisory services, and self-directed brokerage account options, utilizing model portfolios and advisor-directed accounts with a range of strategic and tactical investment approaches.

Patrick Parisi is a financial advisor at Elyxium Wealth LLC with 21 years of industry experience. He holds a Series 65 designation and previously worked for 13 years at BMO Family Office before joining Elyxium Wealth in 2026. Elyxium Wealth LLC provides comprehensive wealth management and financial planning to individuals, high-net-worth clients, trusts, pension plans, and other entities. The firm employs a multifaceted investment process incorporating fundamental, quantitative, technical, and credit analysis across traditional and alternative assets, including private equity and structured products, while managing a concentrated client base with over $1.3 billion in regulatory assets under management.

Katherine Adams is a financial advisor with Summit Wealth Group LLC, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Summit Wealth Group since 2016. Summit Wealth Group LLC provides personalized financial life planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm integrates portfolio management with ongoing financial planning, tax preparation, and consulting, employing client-specific investment policies and occasionally using tactical investment tools and artificial-intelligence platforms for research.

Gregory Gagne is a financial advisor with Affinity Investment Group, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Affinity since 1998. Outside of his advisory role, he works as an independent insurance agent, dedicating a portion of his time to this activity. Affinity Investment Group serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $515 million in client assets using a core-and-satellite asset allocation strategy focused on mutual funds and ETFs, with portfolio supervision tailored to client objectives and tax considerations.

Peter Burkly is a CFA® charterholder and investment advisor with Cove Private Wealth, LLC, located in Hampton, NH. He has six years of experience at Deutsche Bank and four years at Bank of America/US Trust. Burkly joined Cove Private Wealth in 2026 and holds Series 63 and Series 65 licenses. Cove Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, and retirement plan sponsors, offering comprehensive portfolio management and retirement plan consulting. The firm employs a diversified investment approach incorporating fundamental, technical, sector, and qualitative analysis, alongside risk controls and the use of derivatives within separately managed accounts.

Abigail Hurlburt is a CFP® with 26 years of experience, currently serving at Summit Wealth Group LLC and Purshe Kaplan Sterling Investments since 2016. She holds Series 63 and Series 65 licenses and is based in Exeter, NH. Outside of her advisory role, she serves on the boards of the Weston Playhouse Theatre Group and Upper Valley Hostel, contributing to organizational management and business decisions. Summit Wealth Group LLC provides personalized financial life planning and wealth management to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm combines portfolio management with tax planning and consulting services, employing written investment policies, discretionary account management, and tactical tools tailored to client risk tolerances.

Ronald Fredette is a financial advisor with Elevated Capital Advisors, LLC in Dover, NH, holding Series 63 and Series 65 licenses and six years of industry experience. He has operated Fredette Insurance Services since 2002. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations, offering investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis alongside strategic and tactical asset allocation to manage portfolios and provide consulting services.

Sarah Brookes Governo is a financial advisor at Summit Wealth Group LLC in Exeter, NH, with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Summit Wealth Group since 2015. Summit Wealth Group LLC provides personalized Financial Life Planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm integrates portfolio management with ongoing financial planning and offers tax preparation and tax-planning services on a subscription basis.

I was hanging on every word… It was a beautiful spring day in Palo Alto in 1996. My Modern Portfolio Theory professor – Nobel laureate Bill Sharpe – was explaining the “illusion of stock picking skill” and the idea that stock pickers as a group lose big to the stock market as a whole. I remember closing my eyes and taking it all in. Was it possible that a several hundred billion dollar industry was just harming investors? That the whole thing was built on an illusion? Even a lie? I was just entranced. (It turns out I caught a brief glimpse of my true calling that day, but it would be another 17 years before I actually took concrete steps to become a financial advisor.) But then the class ended, and I went back to the business of graduating from Stanford Business School. I headed back to consulting for a couple years, and then co-founded a dot com. But in 2003, I ended up in awkward position. An awkward position that ultimately lead me to my true calling. I had accepted the position of Publisher & Chief Marketing Officer at The Motley Fool, the personal finance website. I loved the people, and rocked the job. But something was wrong. You see, one of my responsibilities was to convince millions of investors that we had superior stock picking skills. There was just one problem with this – I didn’t believe it. Beliefs are a funny thing. I came to believe back in 1996 that stock picking skills are an illusion, and that belief had just stuck. And I couldn’t unstick it. I eventually left The Fool with mixed feelings. I was proud of our commercial success, and my role in that. But I also felt like I had betrayed my beliefs. It wasn’t a good feeling. I tried jobs in other industries, but something kept pulling me back to investing and personal finance. And then it finally hit me. I knew what I was meant to do, and I set out to form my financial advisory firm, Clark Asset Management, LLC. Now I get to help people directly, and do it in a way that’s 100% consistent with my beliefs. I get to leverage a career’s worth of skills in financial planning and analysis, problem solving and client communication. And I get to do my part to help transform an often shady industry into a helping profession. It’s awesome. …if you’d like to learn more, I encourage you to download one of my complimentary guides or schedule a complimentary phone consultation.