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.

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.

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 at Glenwood Investment Group, LLC in Manchester, NH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has been with Glenwood Investment Group since 2004. In addition to his advisory role, he is a licensed insurance broker and spends part of his time engaged in insurance-related activities. Glenwood Investment Group provides personalized financial planning and investment management services to individuals, trusts, small businesses, estates, and a charitable organization. The firm employs a core-and-satellite investment approach, combining actively managed funds, passive index funds, and ETFs, with continuous portfolio monitoring and quarterly reviews.

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.

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, holding a Series 65 designation and eight years of industry experience. She has worked at Truth of Investing since 2018 and previously at The Cloutier Group's Estate & Financial Strategies from 2016 to 2018. In addition to her advisory role, Rivard is the owner and attorney at AWP Legal LLC, a law firm based in Manchester, NH. American Wealth Protection Financial, PLLC provides investment management, financial planning, and consulting services to individuals, personal trusts and estates, nonprofits, corporations, and other advisers. The firm manages approximately $70 million and employs a long-term, tailored investment approach using exchange-traded funds, combining fundamental, technical, and quantitative analysis to construct 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.

William Rich is a CFA® charterholder and holds a Series 65 license with 30 years of industry experience. He has been with Northstar Capital Advisors, Inc. since 1995. NorthStar Capital serves wealthy individuals, their families, and selected institutional accounts, focusing on discretionary management of separate long-only portfolios tailored to clients’ objectives. The firm emphasizes fundamental research with a long-term growth equity strategy and incorporates index funds, ETFs, and bond funds where appropriate.

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.

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.

Dorothy Cole is a CFP® with 31 years of industry experience, operating her own firm, Dorothy J. Cole, since 1993. She is based in Merrimack, NH, and has served individual and institutional clients through comprehensive financial planning and investment management. Her firm provides fee-only services to individuals, trusts, estates, charitable organizations, and small-to-medium-sized businesses. The firm emphasizes tailored investment recommendations implemented with client consent, using a combination of top-down and bottom-up analysis, diversification, and risk management, all managed on a non-discretionary basis.

Colleen Farley is a Series 66 licensed financial advisor with Robbins Farley LLC in Bedford, NH, where she has worked since 2017. She has 21 years of industry experience, including five years at Wells Fargo Advisors. Outside of her advisory role, she serves as a board member for Associated Grocers of New England and works as a notary public. Robbins Farley is an independent registered investment adviser serving individuals, families, foundations, pensions, and corporations. The firm manages approximately $253 million in assets and employs a top-down investment process that incorporates tailored portfolio models and derivatives strategies, alongside wealth planning and discretionary asset management services.

Daniel Cohen is a CFP® with 32 years of industry experience and has been with Cohen Investment Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses. Cohen serves as vice president and executive committee member of the Boys & Girls Club of Manchester and is a trustee of the Foundation of the Jewish Federation of New Hampshire. He also manages finances for a local Pilates studio and serves on the board of Derryfield School. Cohen Investment Advisors provides financial planning, consulting, and discretionary investment management to individuals, pooled investment vehicles, profit sharing plans, trusts, and estates. The firm employs proprietary, model-based allocations combining fundamental, technical, and cyclical analysis, and sponsors a private real estate fund alongside managing multiple offices.

John Dougherty is a financial advisor at Glenwood Investment Group, LLC in Manchester, NH, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Steward Partners, among others. Glenwood Investment Group provides personalized financial planning and investment management services to individuals, trusts, small businesses, estates, and a charitable organization, focusing on a strategic core-and-satellite asset allocation approach with ongoing portfolio monitoring and quarterly reviews.

Christine Keller is a CFP® and holds Series 66, 65, and 63 licenses with four years of experience in financial services. She is affiliated with Apex Wealth Management, LLC in Bedford, NH, and has prior experience in the mortgage industry with firms including Supreme Lending and Embrace Home Loans. Outside of her advisory role, Keller works as a loan officer at Annie Mac Mortgage, assisting clients in selecting mortgage loan options suited to their personal circumstances. Apex Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive wealth management, and financial planning. The firm constructs customized investment portfolios primarily using ETFs, individual stocks, and mutual funds, with an investment approach that emphasizes fundamental analysis and tailored asset allocation based on clients’ goals and risk tolerance.

Thomas Stephen is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Glenwood Investment Group, LLC since 2018 and previously held roles at Valmark Advisers, Inc. and Valmark Securities, Inc. He is based in Manchester, NH. Glenwood Investment Group provides personalized financial planning and investment management services to individuals, trusts, small businesses, estates, and a charitable organization. The firm uses a strategic asset allocation with a core-and-satellite approach, combining actively managed funds, index funds, and ETFs, and offers continuous portfolio supervision along with financial and non-securities advice.

Samuel Degraffenried is a financial advisor at Hurst & DeGraffenried Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with the firm since 2010. Outside of his advisory role, he consults with companies on reducing expenses and increasing operational efficiency. 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 emphasizes client-specific Investment Policy Statements, regular portfolio monitoring, and discretionary trading, utilizing a range of analytical approaches and investment instruments.

Nicholas Prigitano is a CFP® professional with 11 years of experience in financial advising. He is currently with F5 Financial Planning, L.L.C. and has previously worked at firms including FF Advisors, LLC, Clark Asset Management, LLC, Milestone Financial Planning, LLC, and Fidelity Brokerage Services LLC. F5 Financial Planning, L.L.C. is a NAPFA-approved, fee-only advisory firm serving corporate executives, entrepreneurs, and families with comprehensive financial planning and portfolio management. The firm emphasizes long-term, fundamental analysis and risk-managed, diversified portfolios, offering both discretionary and non-discretionary investment supervision as part of ongoing financial planning relationships.