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.

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.

Jeffrey Sickler is a financial advisor with Odiorne Point Asset Management, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Estate Planners of New England and Santander Bank. In addition to his advisory work, he is a licensed producer for Athene and Nationwide Life and Annuity Insurance Company. Odiorne Point Asset Management provides discretionary portfolio management primarily for individual clients, focusing on asset allocation and ongoing portfolio monitoring based on documented investment policy statements. The firm employs proprietary asset-allocation models and emphasizes fundamental analysis within a small team managing approximately $66 million.

William Leibundgut is a financial advisor with Atlantic Financial Asset Management Corp in Durham, NH, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked at Foris Capital US LLC and has served as Vice President of Chainstone Labs, a FinTech company that sponsors non-investment related conferences. Atlantic Financial provides portfolio management and asset allocation planning to individuals, pension plans, and business entities, using a macro global economic approach and a range of strategies including long- and short-term trading and alternative investments.

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.

John Degan is a financial advisor at Harbor Advisory Corporation with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Harbor Advisory since 1996. Harbor Advisory Corporation provides discretionary investment management and financial advice primarily to families and related accounts, as well as trusts, estates, foundations, and various organizational clients. The firm develops individualized asset-allocation plans based on risk profiles and tax and estate needs, using economic and fundamental analysis for security selection, and offers ongoing portfolio oversight and detailed client reporting.

Andre Laplante is a financial advisor at Capital Design Private Wealth LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services from 2015 to 2019. Laplante has been with Capital Design since 2019. Capital Design Private Wealth LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, and consulting through a three-tiered advisory model, combining fundamental and technical analysis to build diversified portfolios with low-cost mutual funds and ETFs.

Justin Finn is a financial advisor with Secure Planning, LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has been with Secure Planning since 2000. In addition to his advisory role, Finn also acts as an insurance agent within the firm, dedicating a portion of his time to 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 utilizes Modern Portfolio Theory and an efficient market approach to construct and manage portfolios, offering both discretionary and non-discretionary services as well as specialized support for athletes through its Finn Wealth Advisors service line.

Daniel Zibinskas is a CFA® charterholder with 15 years of industry experience. He has been with Harbor Advisory Corporation since 2020 and previously worked at Beaumont Financial Partners, LLC from 2011 to 2020. Harbor Advisory Corporation provides discretionary investment management and comprehensive financial planning services primarily for families, trusts, foundations, and other institutions. The firm emphasizes individualized asset allocation plans and maintains regular oversight through an Investment Committee, with a focus on client communication and education alongside portfolio management.