Eric Flaim is a financial advisor with Estate Planners of New England, LLC, holding a Series 66 designation and 23 years of industry experience. He has been with Estate Planners of New England since 2015 and also works with APW Capital, Inc. Outside of his advisory roles, Flaim engages in public speaking and serves as an assistant ski team coach at St. Thomas High School. Estate Planners of New England, LLC provides discretionary portfolio management and financial planning to individuals, corporations, pension and profit-sharing plans, and other advisors. The firm employs proprietary portfolio models and a mix of investment strategies, focusing on aligning portfolios with clients’ investment policies and risk tolerances.

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 with Estate Planners of New England, LLC, holding Series 65, Series 63, and Series 66 credentials and bringing 31 years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Wells Fargo Clearing, UBS Financial Services, Morgan Stanley, and Merrill. Estate Planners of New England, LLC provides discretionary portfolio management and financial planning to individuals, corporations, pension and profit-sharing plans, and other advisors. The firm employs proprietary portfolio models licensed from a partner firm, using fundamental analysis and a mix of strategies to align investments with client risk profiles and objectives.

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 CFP® and Series 65 registered advisor with Saltbox Financial LLC, where she has worked for 12 years. She is based in Portsmouth, NH, and is part of a five-advisor team. Saltbox Financial LLC is a fee-only registered investment adviser serving individuals, families, couples, and charitable organizations. The firm combines comprehensive financial planning with discretionary portfolio management, integrating tax services into its offerings and focusing on personalized portfolios tailored to clients’ tax situations, risk tolerance, and life goals.

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 with Veris Wealth Partners, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Veris Wealth Partners since 2007, following prior roles at A. G. Edwards & Sons, Inc. and Waddell & Reed. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing investment management, financial planning, OCIO, and consulting services. The firm focuses on sustainable and impact investing, integrating ESG factors through a goals-based process and a structured due diligence framework that includes an Inclusion and Belonging assessment.

Reid Smith is a CFA® charterholder with 19 years of experience in the financial industry. He currently works at David Wendell Associates, Inc., where he has been employed since 2007, and previously worked at R.M. Davis, Inc. from 2016 to 2023. Outside of his advisory role, Smith serves as a director of a mining company that manages mining leases and royalties in Maryland. David Wendell Associates provides fee-only investment supervisory and advisory services to a diverse client base, including individuals, high-net-worth families, trusts, charitable organizations, businesses, and banks, as well as consulting to other advisors. The firm focuses on a fundamental, company-by-company approach to equities and bonds, supported by proprietary research and external fixed-income consulting.

Leslie Modica is a CFP® and holds a Series 65 license, with four years of industry experience. She currently works at Saltbox Financial LLC and is also involved in the restaurant industry as a server at Festina Lente. Saltbox Financial LLC is a fee-only registered investment adviser serving individuals, couples, families, and charitable organizations. The firm combines financial planning, portfolio management, and tax preparation, tailoring portfolios to clients’ tax situations, risk tolerance, and life goals.

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.