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.

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.

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.

Elena Larson is a financial advisor at Simplicity Wealth with nine years of industry experience. She holds a Series 65 credential and has worked at several firms including Lakes Financial, Sawtooth Solutions, and MHP-Asset Management. In addition to her advisory role, she is a licensed independent insurance agent and provides insurance consulting through DAK Financial Group. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional entities and offers services including financial planning, portfolio management, and retirement plan advisory. The firm uses a fund-of-funds investment approach mainly involving ETFs and mutual funds and provides technology and operational support to other advisers through its managed account platform.

Tyler Lewis is a financial advisor with Prospera Financial Services, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to joining Prospera in 2021, he was affiliated with Cetera Advisor Networks and Edward Jones. Outside of his advisory role, he is involved with Reed Wealth Management. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and vehicles.

Nancy Blanchette is a financial advisor at Mariner with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Northwestern Mutual Investment Management and Ameriprise Financial Services. Blanchette is also associated with MSEC, LLC. Mariner serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios supported by both internal research and third-party managers, with additional offerings in tax integration and employer financial-wellness solutions.

Ellen Molnar is a Certified Financial Planner® with 40 years of industry experience. She has been with Commonwealth Financial Network since 2015. In addition to her advisory role, she is a notary public and conducts fixed insurance sales at her branch. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside firm-managed model portfolios and specialized program structures.

William Reepmeyer is a financial advisor at Oppenheimer with 57 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2010. Outside of finance, he owns and manages a harness horse racing business, involving buying and selling horses and selecting races, drivers, and trainers. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment products.

Genevieve Rowell is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. in North Conway, NH. She has been with Citizens Securities since 2018 and previously worked at CruCon Cruise Outlet for eleven years. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program with ETF-based portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

Christine Marceau is a financial advisor at Commonwealth Financial Network with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Lincoln Financial Distributors and Lincoln Financial Securities Corporation. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Sarah Goodale is a financial advisor with Empower Advisory Group holding a Series 66 designation and three years of industry experience. Prior to joining Empower Financial Services in 2023, she worked at Revolution Prep and Tilton School. She is also a teacher at Brewster Academy and provides tax return preparation services for friends and family on a nominal fee basis. Empower Advisory Group offers financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies with recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Brandy Mohan is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and 16 years of industry experience. She has worked at Mill River Wealth Management and Infinex Investments since 2018, and previously at Citizens Securities, Inc. from 2015 to 2018. Outside of finance, she has been involved with The Bob House Restaurant as a bartender since 2010. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a wide range of advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominantly non-discretionary asset management and its dual broker-dealer/adviser status.

Joseph Di Biasi is a financial advisor with LPL Financial in Greenwood Village, CO, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Woodbury Financial Services, Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by research and various investment strategies.

Thad Richardson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he manages a residential property that was used by his parents until their passing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research from multiple sources, and various portfolio management options.

Brendan Casey is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 19 years of industry experience. He previously worked at Lincoln Financial Securities Corporation from 2008 to 2017 before joining Cambridge Investment Research Advisors. Casey is also a partner and independent insurance agent with Aggregate Wealth Strategies and Insurance Advisors and serves as secretary of a local networking group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple custody platforms and proprietary models alongside third-party strategies.

Kevin Lawlor is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Karen Stone is a financial advisor at Edward Jones with 15 years of industry experience. She has been with Edward Jones since 2012 and holds a Series 66 designation. Outside of her advisory role, she owns a seasonal rental property managed through a real estate company in Wellfleet, Massachusetts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.