Peyton Oakes Bryden is a Series 65 credentialed advisor at Steele Street Capital LLC with one year of industry experience. Prior to joining Steele Street Capital, he worked at Prescott Hamilton International for three years and was employed by the University of New Hampshire for four years. Outside of his advisory work, he owns IBW Group, LLC, which designs and manufactures camera systems. Steele Street Capital serves individuals, families, affiliated trusts, and business clients through various service lines including comprehensive wealth management, limited-scope advisory, financial and investment planning, and retirement-plan consulting. The firm offers both discretionary and non-discretionary asset management, utilizing custodian platforms such as LPL Financial and Betterment Advisor Solutions, and is notable for sponsoring wrap-fee programs and integrating business transition and cash-management consulting.

Andrew Safir is a CFP® with 14 years of industry experience. He is a founding advisor at Safir Wealth Advisors, LLC, where he has worked since 2017. Prior to that, he spent four years at Coburn & Meredith Inc. Safir Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm provides discretionary portfolio management and comprehensive financial planning, focusing on diversified portfolios with low-cost mutual funds and ETFs alongside selective use of individual securities.

Rebecca Jones Fields is a financial advisor at Straight Forward Wealth Management, LLC in Rochester, NH. She holds a Series 66 designation and has two years of industry experience. Prior to her current role, she worked at Wentworth Douglas Hospital and operated in various business capacities including EvoFit, LLC and Beauvisage Salon & Spa. Straight Forward Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, business entities, and qualified retirement plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor investment strategies and manages discretionary portfolios with regular account reviews and rebalancing.

Troy Zerveskes is a financial advisor with Advisory Resource Group, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2015 and is currently associated with New Hampshire Federal Credit Union. Outside of financial advising, he has a business interest in Hurricane IT LLC, a company involved in the ring/hook game industry. Advisory Resource Group, LLC provides financial planning and consulting services to individuals, high-net-worth clients, and businesses, focusing on written plans and ad-hoc consultations without offering ongoing discretionary investment management. The firm operates on hourly or fixed-fee engagements, with implementation typically handled through affiliated broker-dealer or insurance channels.

David Gerasin is a financial advisor at Steele Street Capital LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors for 12 years. Outside his advisory role, he is involved in managing several commercial real estate ventures through various family-owned entities. Steele Street Capital serves individuals, families, affiliated trusts, and business clients with comprehensive wealth management, limited-scope advisory, financial and investment planning, and retirement-plan consulting. The firm manages assets on both a discretionary and non-discretionary basis and offers a combination of traditional wealth management with business transition and cash-management consulting.

Gregg Marks is a financial advisor at Estate Planners of New England, LLC with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has prior experience at Fidelity Brokerage Services LLC and Wells Fargo Advisors. Estate Planners of New England, LLC provides discretionary portfolio management and financial planning for individuals, corporations, pension and profit-sharing plans, and other advisors through turnkey asset management programs. The firm employs a proprietary portfolio model architecture incorporating mutual funds and ETFs, combining fundamental analysis with a range of strategies to align portfolios with client objectives and risk tolerance.

Joshua Weiss is a financial advisor at Compass Planning Associates, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC and Liberty Mutual Insurance Company. Compass Planning Associates, Inc. provides comprehensive financial, investment, and tax planning services to individuals, retirement plan participants, trusts, estates, and business entities. The firm typically implements portfolios through passive asset allocation using index mutual funds and ETFs, offering ongoing planning with regular client check-ins and discretionary or non-discretionary account management.

Alexander Fredette is a financial advisor at Elevated Capital Advisors, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Elevated Capital Advisors, he worked in various roles at Wentworth Douglas Hospital, Frisbie Memorial Hospital, and Massachusetts General Hospital. He also operates Fredette Financial Services, an independent financial service entity. Elevated Capital Advisors is a team of approximately 20 advisors managing around $499 million for about 1,000 clients, serving individuals, trusts, estates, retirement and profit-sharing plans, and small businesses. The firm provides wealth management, financial planning, ERISA retirement-plan services, sub-advisory services, and self-directed brokerage account options, utilizing model portfolios and advisor-directed accounts with a range of strategic and tactical investment approaches.

Jillian Wagner is a financial advisor with Cornerstone Financial Planning, LLC in Portsmouth, NH. She holds a Series 65 designation and has one year of industry experience. Prior to joining Cornerstone Financial Planning, Jillian held roles in nonprofit and marketing organizations, including the Tamarack Grief Resource Center and Cindy May Marketing. Cornerstone Financial Planning serves individuals, trusts, estates, and charitable organizations with financial planning, investment management, and consulting services. The firm utilizes mutual funds and exchange-traded funds within a framework of written investment policies and model portfolios, incorporating portfolio optimization and Monte Carlo analysis as part of its process.

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.

Nichole Raftopoulos is a CFP® professional with 30 years of industry experience, currently serving at Nvest Financial, LLC. She has been with Nvest Financial since 2003 and holds registrations with both Nvest Financial and Purshe Kaplan Sterling Investments. Outside of her advisory role, she is co-founder and President of the nonprofit Operation Love From Home, a board member at Kennebunk Savings Bank, and a singer with the Deep Blue C Studio Orchestra. Nvest Financial is a team-based SEC-registered investment adviser managing approximately $688 million for individuals, trusts, businesses, and charitable organizations. The firm offers discretionary investment management and financial planning services, focusing on customized, generally long-term portfolios using diversified mutual funds, ETFs, and other securities.

Ronald Fredette is a financial advisor with Elevated Capital Advisors, LLC in Dover, NH, holding Series 63 and Series 65 licenses and six years of industry experience. He has operated Fredette Insurance Services since 2002. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations, offering investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis alongside strategic and tactical asset allocation to manage portfolios and provide consulting services.

Vera Kelsey Watts is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds a Series 65 license with 12 years of industry experience. She has been with Saltbox Financial LLC since 2014. Saltbox Financial LLC serves individuals, couples, families, and select charitable organizations with financial planning, investment advisory, and portfolio management services. The firm emphasizes customized portfolios and direct manager engagement, offering comprehensive wealth-management relationships and in-house tax-preparation services.

Danielle Pensinger is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Cornerstone Financial Planning, LLC since 2019 and previously spent five years at VCA Chiquita Animal Hospital. Cornerstone Financial Planning provides financial planning, investment management, and consulting services to individuals, trusts, estates, and charitable organizations. The firm employs mutual funds and exchange-traded funds based on investment policy statements and model portfolios, incorporating tools like portfolio optimization and Monte Carlo analysis in its planning process.

Barry Betters II is a CFP® professional with 11 years of industry experience, currently serving at Cornerstone Financial Planning, LLC since 2021. He previously worked at Zeiders Enterprises Inc. and Paladin Advisors, LLC. Betters also provides unpaid mentorship as a member of the advisory board for NextStep Portfolios, LLC, focusing on supporting financial planners. Cornerstone Financial Planning offers financial planning, investment management, and consulting services to individuals, trusts, estates, and charitable organizations. The firm employs mutual funds and ETFs guided by written investment policies and uses portfolio optimization and Monte Carlo analysis, providing both discretionary and non-discretionary management along with specialized services such as divorce-focused consulting.

Leah Beattie is a financial advisor at Veris Wealth Partners, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Veris Wealth Partners since 2007 and A. G. Edwards & Sons, Inc. since 2006. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies and integrates ESG analysis and an Inclusion and Belonging framework into its portfolio construction.

Reid Smith is a CFA® charterholder with 19 years of industry experience. He is currently affiliated with David Wendell Associates, Inc. and has worked at R.M. Davis, Inc. for the past 10 years. In addition to his advisory role, he serves as a director of Borden Mining Co., a business involved in leasing land and collecting mining royalties. David Wendell Associates provides fee-only investment supervisory and advisory services to individuals, high-net-worth families, institutions, and other advisors. The firm focuses on fundamental, company-by-company equity and bond analysis and manages over $1.33 billion in assets across five portfolio managers.

Leslie Modica is a CFP® and holds a Series 65 license with three years of industry experience. She is currently an advisor at Saltbox Financial LLC, where she has worked since 2021. Outside of financial advising, Leslie is involved in the restaurant industry as a server at Festina Lente in Kittery, ME. Saltbox Financial LLC provides financial planning, investment advisory, and portfolio management services to individuals, couples, families, and select charitable organizations. The firm focuses on customized portfolios and integrates socially responsible and impact-oriented investment strategies.

Eileen Monahan is a financial advisor with Nvest Financial, LLC, holding Series 63 and Series 66 credentials and over 44 years of industry experience. She previously worked at Commonwealth Equity Services, Inc. for 39 years before joining Nvest Financial. Monahan serves on the boards of two nonprofits that support artists and musicians. Nvest Financial is a team-based SEC-registered investment adviser managing approximately $688 million for individuals, trusts, businesses, and charitable organizations. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services, using diversified portfolios that incorporate fundamental and technical analyses.

Mackenzie Parsons is a CFP® with 13 years of industry experience, currently serving as an advisor at Cornerstone Financial Planning, LLC. Parsons has been with Cornerstone since 2014. Outside of advising, Parsons is the managing member and owner of West Mountain Margarita LLC, a short-term rental business in Maine. Cornerstone Financial Planning provides financial planning, investment management, and consulting services to individuals, trusts, estates, and charitable organizations. The firm employs a planning process that includes portfolio optimization and Monte Carlo analysis and offers both discretionary and non-discretionary management, with specialized services such as divorce-focused financial consulting.