Bernard Ross III is the principal advisor at KBR Financial Solutions with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including CS Planning Corp. and Guardian Life. Ross has managed Ross Wealth Planning Group, LLC since 2003, focusing on comprehensive financial planning and investment management. KBR Financial Solutions is a state-registered independent advisory firm offering fee-based investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides discretionary, customized portfolio management using a strategic and tactical allocation approach across a variety of securities and also offers retirement income and one-time college planning services.

Corey Walker is a financial advisor with Walker Capital Partners, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to founding his independent advisory firm, he worked at Northwestern Mutual and several insurance and financial services companies. He also serves as an Account Executive at Hortica Insurance Services, providing property and casualty insurance solutions. Walker Capital Partners is a small, SEC-registered independent advisory firm offering discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, pooled investment vehicles, and some institutional clients. The firm manages equities, ETFs, and options with a blend of fundamental and technical analysis, operating a private fund alongside separate accounts and providing retirement-plan consulting.

Eilon Amir is a financial advisor at Brownstone Financial Group LLC with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Sakura Partners for seven years and Outcome Capital, LLC for four years. Outside of his advisory role, Amir serves as the volunteer Vice President of the Board at Beit Sasson Sephardic Congregation in Newton, MA. Brownstone Financial Group provides investment advisory and portfolio management services to individual clients, beginning with a tailored written financial plan. The firm emphasizes asset allocation and uses model portfolios managed by sub-advisers while maintaining oversight and ongoing account reviews.

James Kieffer is the sole advisor at Rational Frontier Advisors, LLC in Nashua, NH. He holds a Series 65 credential and has 18 years of experience at Rational Frontier Advisors, with an extended career spanning over 45 years at Proforma Financial Group, Inc. Rational Frontier Advisors, LLC provides investment supervisory services and portfolio management primarily for high-net-worth individuals and retirement plan accounts. The firm focuses on asset-class allocation, periodic rebalancing, and portfolio construction using mean-variance optimization, incorporating options-writing strategies as part of its investment approach.

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.

Michelle Moss is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is the founder of Evermoss Financial in Nashua, NH, and previously worked at New Harbor Financial Group, Taconic Advisors Inc., and other firms. Outside of advising, she teaches breathing and movement techniques and participates in the Alliance of Comprehensive Planners. Evermoss Financial provides financial planning and investment consulting to individuals, businesses, trusts, estates, and charitable organizations. The firm customizes advice based on client goals, risk tolerance, and time horizon, using technical and cyclical analysis, and offers fee-based educational seminars on financial education and planning.

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.

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.

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.

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.

Stephanie Griebel is a CFP® professional with 15 years of industry experience. She has been with Davis Wealth Advisors since 2022, following five years at Resolute Financial, LLC. Davis Wealth Advisors serves individuals, including high net worth clients, as well as pension and profit-sharing plans, providing wealth management, financial planning, and business consulting. The firm utilizes a tailored investment approach incorporating mutual funds, ETFs, fundamental analysis, and modern portfolio theory, and is known for its educational seminar program and ERISA 3(38) fiduciary services.