Thad Ackerman is a financial advisor at Silver Maple Financial, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Silver Maple Financial since 2007. His prior experience includes roles at AFT Amesbury and Amesbury Public Schools. Silver Maple Financial provides financial planning and investment management primarily for individual clients, offering services ranging from one-time plans to ongoing account monitoring. The firm employs a non-discretionary investment approach focusing on passive, low-cost ETFs and mutual funds, emphasizing long-term holdings, annual rebalancing, and risk-conscious asset allocation.

Christopher Eddy is a CFP® professional with 21 years of industry experience. He is the principal advisor at 603 Financial Advisors, LLC, an independent firm based in Newfields, NH. His prior work includes positions at Fortune Financial Services, The Patriot Financial Group, Securities America, Ledyard Bank, Infinex Investments, and Northway Bank. Eddy also holds a licensed insurance sales position focusing on fixed annuities and insurance products. 603 Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management and comprehensive financial planning. The firm constructs portfolios using ETFs, mutual funds, equities, and fixed-income securities, emphasizing a long-term investment approach tailored to each client’s specific goals and risk tolerance.

Nicholas Drew is a financial advisor at Drew Wealth Management in Portsmouth, NH, holding a Series 66 designation with 17 years of industry experience. His prior roles include positions at Capital Design Private Wealth LLC and Fidelity, where he worked for a combined 13 years. Drew Wealth Management serves individual and high-net-worth clients with wealth management and comprehensive financial planning. The firm employs an asset-allocation framework informed by modern portfolio theory, combining passive and active strategies, and maintains a sub-advisory relationship with 55ip to provide model portfolios and tax-loss harvesting services.

Mark Berube is a financial advisor with Patriot Advisory Group in Portsmouth, NH, holding the ChFC® designation along with Series 63 and 65 licenses. He has 24 years of industry experience, including 20 years at Patriot Advisory Group prior to 2022 and continuing with the firm since then. Mr. Berube is also a licensed health and life insurance agent and may receive compensation for insurance products sold through him. Patriot Advisory Group LLC, operating as Quantum Capital, is an independent advisory firm serving individuals, high-net-worth clients, and individually owned trusts with discretionary portfolio management and financial planning. The firm employs a variety of investment strategies across multiple asset categories and offers hourly financial planning, managing client accounts with no minimum balance requirement.

John Hebert is the sole advisor at Benchmark Capital Management Corporation in Portsmouth, NH, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has operated Hebert Investment Advisors since 1998. Benchmark Capital Management provides investment supervisory services and manages discretionary portfolios for individuals, corporations, retirement accounts, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a proprietary, mathematically based contrarian investment process that incorporates fundamental, technical, and cyclical analysis, employing a range of strategies including short sales, margin transactions, and options to manage portfolios over long holding periods.

David Sinclair is the sole advisor at Mile High Investments, LLC in Portsmouth, NH, holding Series 63 and Series 65 credentials with 17 years of industry experience. He has managed Mile High Investments since 2011 and concurrently has professional roles with JetBlue Airways, Airman Tax Prep, LLC, and a personal business, David A-Sinclair Jr. Mile High Investments, LLC is an independent registered investment adviser providing discretionary portfolio management and fee-based financial planning primarily to individual and high-net-worth clients. The firm employs a combination of charting, fundamental, technical, and cyclical analysis, offering strategies from long-term investing to active trading including options and margin transactions, with client accounts reviewed monthly by the sole advisor.

Paul Barry is a financial advisor at Middle Street Capital, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as a Public Member of the New Hampshire Board of Mental Health Practice, where he reviews professional standards and licensing for mental health practitioners in the state. Middle Street Capital serves individual and high-net-worth clients with portfolio management and financial planning services, emphasizing long-term investment strategies based on fundamental and cyclical analysis. The firm manages client assets internally on a discretionary basis and recently added estate-planning facilitation through an independent third party.

Kathryn Shea is the sole advisor at Chez Shea LLC in Dover, NH, holding a Series 65 designation with 19 years of industry experience. She previously worked at David Wendell Associates for eight years and had a voluntary unemployment period before founding her current firm. Chez Shea LLC provides non-discretionary investment portfolio recommendations to individuals, trusts, and charitable organizations, as well as analytical consulting and written company research to institutional clients. The firm employs a bottom-up, fundamental analysis approach with a long-term, tax-sensitive focus, primarily investing in large- and mid-cap equities.

Lisa Dugan is a CFP® with 28 years of experience in the financial industry. She has been with Secure Planning, LLC since 1998. In addition to her advisory role, she is also licensed as an insurance agent, providing insurance planning as part of the firm's comprehensive financial services. Secure Planning, LLC serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm manages discretionary and non-discretionary portfolios using Modern Portfolio Theory and an efficient market approach, offering financial planning, consulting, and access to third-party asset allocation programs.

Weld Butler is a financial advisor with Harbor Advisory Corporation, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Harbor Advisory Corporation since 1986. Outside of his advisory role, Mr. Butler is an owner of a condominium associated with the firm. Harbor Advisory Corporation provides discretionary investment management for approximately 154 clients, including families, trusts, foundations, and institutions. The firm offers personalized asset allocation plans based on economic, fundamental, and technical analysis, and supplements portfolio management with retirement, estate, and tax planning, among other services.

Richard Hilow is a financial advisor at Straight Forward Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2012. In addition to his advisory role, he is involved in related businesses including tax preparation, bookkeeping, and an insurance agency. Straight Forward Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, business entities, and qualified retirement plans. The firm manages approximately $33.3 million in discretionary assets and employs a range of investment strategies tailored to client objectives, including fundamental, technical, charting, and cyclical analysis.

Julianne Smith is a financial advisor with Secure Planning, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Secure Planning since 2006. Secure Planning, LLC provides asset management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm serves both non-high-net-worth and high-net-worth clients and employs an investment approach based on Modern Portfolio Theory and an efficient market philosophy, offering discretionary and non-discretionary portfolios with quarterly rebalancing.

Robert Kintz is a financial advisor at Mardin Capital Group with 19 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial from 2007 to 2026 before joining Mardin Capital Group. In addition to his advisory role, he is commissioned as a Notary Public. Mardin Capital Group provides integrated wealth management services to individuals and families, focusing on discretionary investment management and financial planning tailored to clients’ goals, risk tolerance, and time horizons. The firm employs a planning-driven, goals-based investment approach, utilizing diversified portfolios and tax-aware strategies while maintaining discretionary trading authority.

Jeffrey Keefe is a financial advisor with Whole Wealth Management in Portsmouth, NH, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked with Commonwealth Financial Network for 20 years and has been with Whole Wealth Management since 2007. Additionally, he serves as a notary public and is involved in commercial real estate through a separately managed entity. Whole Wealth Management provides custom financial planning services to individuals, institutions, and organizations, focusing on a detailed client discovery process and long-term, tax-aware asset allocation. The firm does not manage assets directly but offers planning on an hourly or fixed-fee basis, with implementation left to the client through third-party custodians or broker-dealers.

Raymond Panek is a financial advisor at Odiorne Point Asset Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Estate Planners of New England and People's Securities Inc. In addition to his advisory role, he is a licensed insurance agent offering life insurance and annuity solutions to clients when appropriate. Odiorne Point Asset Management provides discretionary portfolio management and investment advice primarily to individual investors, including retirement accounts. The firm uses a long-term approach with proprietary asset-allocation models and incorporates a range of investment vehicles including mutual funds, ETFs, fixed income, and annuities, operating under discretionary authority aligned with each client’s Investment Policy Statement.

Diane DuBois is a financial advisor with Integrated Wealth Management, LLC in Portsmouth, NH, holding a Series 63 designation and 38 years of industry experience. She has worked previously at Granite Bay Wealth Management, LLC and Purshe Kaplan Sterling Investments. Diane is also a licensed insurance producer active in risk analysis and mitigation, occasionally brokering insurance products or assisting clients with claims. Integrated Wealth Management serves individual clients, families, and trusts, including high-net-worth households, providing discretionary portfolio management and integrated financial planning. The firm emphasizes diversified asset allocation and uses financial planning tools and a secure client portal to model cash flow and retirement scenarios while managing portfolios for tax and trading efficiency.

Bruce Fenton is a financial advisor with Atlantic Financial in Durham, NH, holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. He has worked at Capital Gain Securities Group, LLC, Foris Capital US LLC, and has been involved with Atlantic Financial Asset Management Corp. since 2011. Fenton also serves as president of Chainstone Labs, a fintech company that sponsors non-investment-related conferences. Atlantic Financial Asset Management Corp provides portfolio management and asset allocation planning for individuals, high-net-worth clients, pension plans, and business entities. The firm employs a macro global economic approach, combining fundamental and technical analysis with a variety of investment strategies, including alternative investments.

Edward Mallon is a CFP® with 56 years of industry experience, currently serving at Secure Planning, LLC since 1990. He holds a Series 63 license and has worked extensively in financial planning. Mallon is also an insurance agent with Secure Planning, providing insurance planning as part of comprehensive financial services. Secure Planning, LLC serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations, managing over $169 million in discretionary assets. The firm employs a Modern Portfolio Theory and efficient market approach, offering portfolio management, financial planning, and specialized services such as Finn Wealth Advisors for athletes.

Hilton Kelly Jr. is a financial advisor with Capital Design Private Wealth LLC and holds a Series 66 designation. He has 25 years of industry experience, including 19 years at Ameriprise Financial Services, Inc. prior to joining Capital Design Private Wealth in 2019. Capital Design Private Wealth LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, and a three-tiered advisory service model, employing a blend of fundamental and technical analysis while allowing for client-directed brokerage relationships and customized investment restrictions.

James Dimos is a CFP® with 20 years of industry experience. He is currently with Advisory Resource Group, LLC and has prior experience at LPL Financial, Northeast Planning Associates, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He is also involved in selling fixed life, liability, and long-term care insurance. Advisory Resource Group, LLC provides financial planning and consulting services to individuals, high net worth clients, and businesses. The firm focuses on delivering tailored written plans and consultations without managing or custodying client assets, typically completing plans within six months and coordinating implementation through affiliated broker-dealer and insurance services.