Michael Conlon is a financial advisor with American Wealth Protection Financial, LLC, holding a Series 65 designation and six years of industry experience. He has worked at several firms, including Markowski Investments and Advisorassist LLC, and served in the Hillsborough County Attorney Office. Conlon is also a licensed attorney and provides legal services through AWP LEGAL LLC. American Wealth Protection Financial, PLLC offers investment management, financial planning, and consulting services to individuals, trusts, nonprofits, corporations, and other advisers. The firm employs a long-term, tailored investment approach using fundamental, technical, and quantitative analysis, and typically constructs portfolios with exchange-traded funds.

Kevin Soles is a financial advisor at KCS Advisors, LLC in Concord, NH, holding Series 63 and Series 65 designations with 24 years of industry experience. He has been with KCS Advisors since 2003. KCS Advisors is a small, privately owned registered investment adviser that provides discretionary investment supervisory services and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term, buy-and-hold investment approach combining fundamental and quantitative analysis with broad diversification and tax awareness.

Monique Pratte is a financial advisor at Gelinas & Company, CPA, PLLC with 11 years of industry experience. She holds a Series 65 designation and has been with Gelinas & Company since 2006. The firm is a CPA practice that also offers investment advisory services, including model portfolio management and financial consulting, primarily through model portfolios or referrals to a third-party investment adviser. Gelinas & Company provides advisory services alongside its accounting practice, with an emphasis on referral and consulting engagements rather than direct asset management.

Daniel Blandini is a financial advisor at Valpey Financial Services LLC with a Series 65 credential. He has been with the firm since 2025 and has prior experience in education and customer service roles, including multiple positions at the University of New Hampshire and work with Mount Washington Cruise Line. Valpey Financial Services is an SEC-registered advisory firm serving individuals, trusts, estates, corporations, and charitable organizations. The firm uses a strategic asset allocation framework to create diversified portfolios tailored to client goals and generally favors passive and low-cost investment strategies.

Michael Panico is a Certified Financial Planner (CFP®) with 23 years of industry experience, currently serving as an advisor at Arcadia Wealth Management, LLC since 2014. He previously worked at GWN Securities Inc. from 2011 to 2016. Outside of his advisory role, Mr. Panico is the principal owner of Arcadia Tax, LLC, which provides tax preparation and planning services, and he is also actively licensed as an insurance agent representing various carriers through Arcadia Financial Group, LLC. Arcadia Wealth Management, LLC is a team-based firm serving individuals, high-net-worth clients, and pension plans by providing portfolio management, financial planning, and pension consulting. The firm applies a combination of fundamental, technical, and quantitative analysis within diversified investment strategies and offers ongoing client reviews and support across discretionary and non-discretionary arrangements.

Kate Graham is a financial advisor at Carlson Investments with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, INC. Carlson Investments is an employee-owned, fee-only advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs fundamental analysis across Equity, Balanced, and Fixed Income portfolio styles and provides publicly reported performance information alongside comprehensive financial planning services.

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.

Justin Eldridge is a financial advisor at Eldridge Investment Advisors Inc. in Manchester, NH, with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Stephen Eldridge & Company. Eldridge Investment Advisors provides personalized investment advisory and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a range of investment strategies aligned with client objectives and risk tolerances and offers both discretionary and non-discretionary account management.

Craig Garner is a financial advisor with Eldridge Investment Advisors Inc. in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Eldridge Investment Advisors and LPL Financial since 2010 and has been involved with Stephen Eldridge & Company, Inc. since 1990. Outside of his advisory role, he performs and arranges music for a brass quintet and has written training material for the American Retirement Association. Eldridge Investment Advisors, Inc. provides discretionary and non-discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm customizes portfolios based on clients’ goals, time horizons, and risk tolerances, employing various analysis methods and offering retirement plan services including ERISA 3(38) fiduciary arrangements.

William Salazar is a CFP®-certified financial advisor with six years of industry experience. He is currently with Arcadia Wealth Management, LLC in Manchester, NH, where he has worked for one year. Prior to this, he held roles at Commonwealth Financial Network, Lincoln Investment, Ameriprise, and other firms. Outside of finance, Salazar is the author of *The Smoke Shop's Backyard BBQ: Eat, Drink, and Party Like a Pitmaster*. Arcadia Wealth Management, LLC serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing portfolio management, third-party adviser selection, pension consulting, and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis within various investment strategies and conducts regular account reviews through a team of nine advisors managing approximately $436 million in discretionary assets.

Ryan Raphael is a financial advisor at Arcadia Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Level Four Financial, Good Life Advisors, Edward Jones, and Bankers Life. Raphael is also a licensed insurance agent affiliated with various unaffiliated insurance carriers through Arcadia Financial Group LLC. Arcadia Wealth Management is a team of nine advisors managing approximately $436 million in discretionary assets, serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a range of investment strategies supported by documented client goals and risk tolerances, and it offers ongoing portfolio management, financial planning, and pension consulting services.

Colby Wolfe is a financial advisor at Whitegate Investment Counselors, Inc. in Concord, NH, holding a Series 65 designation with two years of industry experience. Prior to joining Whitegate, he worked at Queen's University Belfast and the University of New Haven. Whitegate Investment Counselors serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations by providing discretionary and non-discretionary portfolio management and targeted consulting engagements. The firm manages approximately $545 million in client assets and emphasizes tailored asset allocation and mutual fund/ETF analysis.

Richard Bean is a CFP® with 23 years of industry experience, currently serving at Fiscal Wisdom Wealth Management LLC in Manchester, NH. His prior roles include positions at Portsmouth-SmartLife Financial Group, Motiv8 Investments LLC, Capital Asset Advisory Services, LLC, and Retirement Advisor Of Ne, Inc. In addition to his advisory work, he is an independent insurance producer specializing in fixed life, health, fixed annuities, long-term care, and estate planning. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, using both discretionary and non-discretionary portfolio management. The firm offers tailored portfolio construction with active and passive strategies across various asset classes, along with financial plans, seminars, and cash-management options.

Glenn Sullivan is a financial advisor at Arcadia Wealth Management, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Financial Compass Group, Bank of America, and Equitable Advisors. Arcadia Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm emphasizes documented client goals and risk tolerances, using a range of analytical approaches and offering both discretionary and non-discretionary account management.

Olivia Lima is a CFP® professional with three years of industry experience, currently serving at Abundo Wealth in Sioux Falls, SD. Her background includes roles at The Vanguard Group, Randstad, and Lutheran Social Services of SD, as well as a long tenure at Augustana University. Olivia holds a minority interest ownership in NeuralStudio SEZC, an investment-related business based in the Cayman Islands. Abundo Wealth offers comprehensive financial planning and non-discretionary investment advisory services to individual clients without an asset minimum. The firm emphasizes passive, low-cost index fund strategies and provides advice through a client portal, operating multiple offices and structuring fees on a subscription basis rather than as a percentage of assets.

Stephen Murray is a CFA® charterholder with 17 years of industry experience, currently serving at Eldridge Investment Advisors Inc. in Manchester, NH, where he has worked since 2016. He holds the Series 63 license and is part of an eight-advisor team. Eldridge Investment Advisors provides personalized investment advisory and financial planning services to a diverse client base, including individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a range of investment methods tailored to client objectives and risk tolerances, and it offers both discretionary and non-discretionary account management.

Timothy Spampinato is a financial advisor at Arcadia Wealth Management, LLC with a Series 66 credential and one year of industry experience. His prior roles include positions at Equitable Advisors, LLC and various non-financial companies. He also works as a paraplanner at Arcadia Financial Group, preparing cases for retirement planning. Arcadia Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management, third-party adviser selection, pension consulting, and integrated financial planning without a separate planning fee. The firm employs discretionary management strategies including asset allocation, diversification, and tax-aware investing, and offers educational seminars and coordination with third-party managed account programs.

Joseph Drinon is a financial advisor at Carlson Investments in Concord, NH, holding Series 63 and Series 65 licenses with 21 years of industry experience. Prior to joining Carlson Investments, he worked at UBS Financial Services from 1978 to 2007. Carlson Investments is an employee-owned, fee-only advisory firm managing approximately $735 million for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs fundamental analysis across Equity, Balanced, and Fixed Income portfolio styles and reports performance publicly, operating without commission arrangements or third-party product sales.

Sarah Burdette is a financial advisor at Whitegate Investment Counselors, Inc. with 20 years of industry experience. She holds Series 65 and Series 66 credentials and has worked previously at Merrill, Harvest Capital Management, and Taylor, Cottrill, Erickson & Associates. Whitegate Investment Counselors serves high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and corporations by providing discretionary and non-discretionary portfolio management, participant-directed 401(k) advisory, IRA rollover recommendations, and targeted consulting. The firm manages approximately $545 million in client assets and focuses on tailored asset allocation and mutual fund/ETF analysis with periodic reviews and institutional brokerage custody.

Eric Putney is a financial advisor with LPL Financial in Manchester, NH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Eldridge Investment Advisors, Stephen Eldridge & Company, and LPL Financial since 2002. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory financial products.