Daniel Rivet is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at The Foundry Financial Group, Inc. since 2017 with prior roles at Cambridge Investment Research and Putnam Investments. The Foundry Financial Group, Inc. provides advisory services to individuals, high-net-worth clients, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach combines macroeconomic analysis with modern portfolio theory, utilizing a range of instruments including ETFs, mutual funds, and specialized exchange-traded products.

Christopher Pessotti is a financial advisor at Independence Financial Advisors, LLC in Franklin, NH, holding a Series 65 designation with seven years of industry experience. He has worked since 2012 at TMMC Inc., where he serves as an insurance agent advising on fixed annuities and fixed life insurance products. Independence Financial Advisors primarily serves individual and high-net-worth clients, offering portfolio management and financial planning services. The firm employs defined model allocations and manages portfolios mostly on a discretionary basis, with a notable client base supported by a seven-advisor team.

Pamela Hannan is a financial advisor with Independence Financial Advisors, LLC in Franklin, NH, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at Independence Financial Advisors since 2011 and previously at infinex Investments, Inc. from 2005 to 2021. Outside of her advisory role, Ms. Hannan is also employed by Consolidated Life Producers, where she assists clients with life, accident, and health insurance products. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, providing separately managed account portfolio management and financial planning services. The firm uses defined model allocations and internal approved securities lists to manage portfolios, often on a discretionary basis, and maintains a high client-per-advisor ratio across its multi-office team.

Glen Moore is a financial advisor at Independence Financial Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes six years at Franklin Savings Bank and thirteen years at Market Basket. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, providing separately managed account portfolio management and financial planning services. The firm employs defined model allocations and manages portfolios mostly on a discretionary basis while incorporating client objectives and risk tolerance through financial planning and risk-assessment software.

Brady Martin is a financial advisor at The Foundry Financial Group, Inc. with a Series 65 credential and one year of industry experience. Prior to joining The Foundry Financial Group, he worked at Northwestern Mutual and has a background that includes positions in education and hospitality. Outside of financial advising, he works as a server at Gridiron Restaurant. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans with investment management, financial planning, and retirement plan consulting. The firm employs top-down macroeconomic analysis and modern portfolio theory to guide strategic and tactical allocations, utilizing a range of investment vehicles such as mutual funds, ETFs, and less-liquid structured products.

Joshua Allen is a CFP®-credentialed financial advisor with five years of industry experience. He is currently with The Foundry Financial Group, Inc. and has previously worked at NHTrust, NYLIFE Securities LLC, and New York Life. Outside of his advisory role, Allen serves on the finance board of Living Hope Lakeport and is a board member for the Town of Meredith Parks and Recreation. The Foundry Financial Group, Inc. serves individuals, high-net-worth clients, and employer-sponsored retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of top-down macroeconomic analysis and modern portfolio theory, incorporating various investment vehicles including ETFs, mutual funds, and less-common instruments such as interval funds and buffer ETFs.

Ava Clark is a Series 65-licensed advisor at The Foundry Financial Group, Inc. with one year of industry experience. Prior to joining the firm, she worked in various service roles including bartending at Covered Bridge Farm Table, a bar and restaurant. The Foundry Financial Group advises individuals, high-net-worth clients, and employer-sponsored retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a blend of macroeconomic analysis and modern portfolio theory to construct diversified portfolios primarily composed of ETFs, mutual funds, and fixed income securities.

Paul Gatehouse is a financial advisor with Independence Financial Advisors, LLC in Franklin, NH, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Independence Financial Advisors since 2011 and is also employed by Infinex Investments, Inc. Outside of his advisory roles, Gatehouse serves as a corporator and secretary for the executive committee of the Gordon Nash Library and is a director and executive committee member of Bolduc Park, a nonprofit golf and ski facility. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, offering separately managed account portfolio management and financial planning services. The firm manages assets using defined model allocations and conducts regular account reviews, generally managing portfolios on a discretionary basis while allowing client-imposed restrictions.

Michael Ventura is a financial advisor at Independence Financial Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Independence Financial Advisors since 2011. Ventura also serves on the boards of several nonprofit organizations, including the New Hampshire Charitable Foundation and the Spaulding Youth Center, where he is chairman of the board. Independence Financial Advisors primarily serves individual and high-net-worth clients, offering separately managed account portfolio management and financial planning services. The firm uses defined model allocations and an internal approved list of securities, managing most portfolios on a discretionary basis while accommodating client-imposed restrictions.

Landon Fritch is a CFP® with 10 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Co. since 2019. Prior to this, he worked at Financial Focus from 2016 to 2019. Outside of his advisory role, he is a co-owner of Don Fritch Family Farms, LLC, where he manages farm finances. F.L. Putnam provides investment management and advisory services to a diverse client base, including individuals, institutions, foundations, and religious organizations. The firm uses a strategic asset allocation framework with internally managed strategies and third-party managers, offering specialized solutions such as Optimized Indexing and tax-aware fixed income strategies.

Jason Taylor is a financial advisor with Flagship Harbor Advisors, LLC in Gilford, NH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Flagship Harbor Advisors and LPL Financial since 2017 and was previously with Cco Investment Services Corp from 2011 to 2017. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a range of investment strategies across mutual funds, ETFs, individual securities, and separately managed accounts.

Thomas Space is a CFP® professional with 26 years of industry experience. He is currently with Brookwood Investment Group and has previously worked at Redwood Private Wealth LLC, Redwood Tax Specialists, and Advisors Financial Planning Group, LLC. In addition to his advisory work, he serves as managing director of a tax reduction and insurance agency. Brookwood Investment Group is a multi-advisor firm managing over $1 billion for more than 3,000 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services using a range of investment strategies and supports negotiable advisor-level fees and supplemental third-party services.

Thomas Goodwin is a CFP® with over 22 years of experience in the financial services industry. He has been with F.L. Putnam Investment Management Co. since 2019 and previously worked at Financial Focus, Inc. for seven years. F.L. Putnam serves a diverse client base including individual investors, institutions, and nonprofit organizations, offering customized investment management and advisory services. The firm utilizes both internally managed strategies and third-party managers, incorporating strategic asset allocation with tactical flexibility, and manages the AOG Institutional Fund, an interval fund investing in private alternative assets.

Gregory Evans is a CFP® with 31 years of industry experience, currently serving at F.L. Putnam Investment Management Company. He previously worked at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors for a combined 33 years, as well as at RWA Wealth Partners, LLC. F.L. Putnam serves a diverse client base including individuals, institutions, and non-profits, offering customized investment management and consulting services. The firm employs a strategic asset allocation approach with a mix of internally managed and third-party strategies across multiple asset classes, and is notable for its management of the AOG Institutional Fund and ownership of Darwin Trust Company of New Hampshire.

Susan John is a financial advisor at F.L. Putnam Investment Management Co. with 21 years of industry experience. She holds the CFP® and Series 63 designations and previously worked for Financial Focus, Inc. for 25 years before joining F.L. Putnam in 2019. Outside of advisory duties, she serves as a trustee for several client trusts, managing estate settlement, trust distributions, and related administrative responsibilities. F.L. Putnam serves a diverse client base including individual investors, registered investment companies, foundations, and endowments, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm uses a strategic asset allocation framework combining internally managed and third-party strategies across multiple asset classes and is noted for managing the AOG Institutional Fund and owning Darwin Trust Company, which provides trust and custody services.

Valerie Brown is a financial advisor at F.L. Putnam Investment Management Co. with 19 years of industry experience. She holds a Series 65 designation and previously worked at Financial Focus, Inc. for 18 years before joining F.L. Putnam in 2019. F.L. Putnam serves a diverse client base including individual, institutional, and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, OCIO advisory, and family office solutions. The firm employs a strategic asset allocation framework utilizing both internally managed strategies and third-party managers across multiple asset classes, and it manages the AOG Institutional Fund, an interval fund focusing on private and illiquid alternative assets.

William Martin is a financial advisor at StoneX Advisors Inc. with 32 years of industry experience. He holds the ChFC® and Series 63 designations and has been with StoneX Advisors since 2015. Outside of his advisory role, Martin is the proprietor of Martin & Associates, an insurance sales business focusing on life and health insurance products, and he also works in mail delivery with DDA Transport, Inc. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary models, and third-party managers.

James Balfour is a CFP® and CFA® affiliated with F.L. Putnam Investment Management Co. in Wolfeboro, NH, with six years of industry experience. His prior work includes positions at Lowell, Blake & Associates, Inc. and Loomis, Sayles and Company, LLC. F.L. Putnam provides investment management and financial planning services to a diverse client base including individuals, institutions, and nonprofits. The firm offers customized portfolios using internally managed and third-party strategies across multiple asset classes, emphasizing a strategic asset allocation framework with tactical flexibility.

John Heaney is a financial advisor with Latitude Advisors, LLC in Laconia, NH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Latitude Advisors since 2010 and has been involved in insurance sales with various carriers since 2000. In addition to his advisory role, Heaney provides tax preparation and bookkeeping services as a CPA. Latitude Advisors serves individual, high-net-worth, institutional, and corporate clients with financial planning, discretionary portfolio management, third-party manager selection, and pension consulting services. The firm employs a combination of valuation-driven and momentum-based multi-asset model strategies, managing the majority of client assets on a discretionary basis with continuous monitoring and rebalancing.

Kristen Madden is a financial advisor with F.L. Putnam Investment Management Co. She holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to joining F.L. Putnam in 2019, she worked at Financial Focus, Inc. for 14 years. F.L. Putnam serves individual and institutional clients with discretionary and non-discretionary investment management, financial planning, OCIO advisory, and family office solutions. The firm offers customized portfolios using both internally managed strategies and third-party managers, focusing on equities, fixed income, and alternative asset classes within a strategic asset allocation framework.