Ava Clark is a Series 65-licensed advisor at The Foundry Financial Group, Inc. with one year of industry experience. Prior to joining the firm, she worked in various service roles including bartending at Covered Bridge Farm Table, a bar and restaurant. The Foundry Financial Group advises individuals, high-net-worth clients, and employer-sponsored retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a blend of macroeconomic analysis and modern portfolio theory to construct diversified portfolios primarily composed of ETFs, mutual funds, and fixed income securities.

Landon Fritch is a CFP® with 10 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Co. since 2019. Prior to this, he worked at Financial Focus from 2016 to 2019. Outside of his advisory role, he is a co-owner of Don Fritch Family Farms, LLC, where he manages farm finances. F.L. Putnam provides investment management and advisory services to a diverse client base, including individuals, institutions, foundations, and religious organizations. The firm uses a strategic asset allocation framework with internally managed strategies and third-party managers, offering specialized solutions such as Optimized Indexing and tax-aware fixed income strategies.

Jason Taylor is a financial advisor with Flagship Harbor Advisors, LLC in Gilford, NH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Flagship Harbor Advisors and LPL Financial since 2017 and was previously with Cco Investment Services Corp from 2011 to 2017. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a range of investment strategies across mutual funds, ETFs, individual securities, and separately managed accounts.

Susan Mc Bournie is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. She holds a Series 65 credential and has worked at Whitney and Associates and Virtue Capital Management, LLC. In addition to her advisory role, she is an independent insurance agent offering fixed annuities and life insurance. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients, providing portfolio management, financial planning, and retirement-plan support through a network of nearly 300 advisers. The firm serves individuals, trusts, estates, and registered investment companies with tailored asset allocations and a broad range of investment products.

Thomas Space is a CFP® professional with 26 years of industry experience. He is currently with Brookwood Investment Group and has previously worked at Redwood Private Wealth LLC, Redwood Tax Specialists, and Advisors Financial Planning Group, LLC. In addition to his advisory work, he serves as managing director of a tax reduction and insurance agency. Brookwood Investment Group is a multi-advisor firm managing over $1 billion for more than 3,000 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services using a range of investment strategies and supports negotiable advisor-level fees and supplemental third-party services.

Thomas Goodwin is a CFP® with over 22 years of experience in the financial services industry. He has been with F.L. Putnam Investment Management Co. since 2019 and previously worked at Financial Focus, Inc. for seven years. F.L. Putnam serves a diverse client base including individual investors, institutions, and nonprofit organizations, offering customized investment management and advisory services. The firm utilizes both internally managed strategies and third-party managers, incorporating strategic asset allocation with tactical flexibility, and manages the AOG Institutional Fund, an interval fund investing in private alternative assets.

Gregory Evans is a CFP® with 31 years of industry experience, currently serving at F.L. Putnam Investment Management Company. He previously worked at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors for a combined 33 years, as well as at RWA Wealth Partners, LLC. F.L. Putnam serves a diverse client base including individuals, institutions, and non-profits, offering customized investment management and consulting services. The firm employs a strategic asset allocation approach with a mix of internally managed and third-party strategies across multiple asset classes, and is notable for its management of the AOG Institutional Fund and ownership of Darwin Trust Company of New Hampshire.

Susan John is a financial advisor at F.L. Putnam Investment Management Co. with 21 years of industry experience. She holds the CFP® and Series 63 designations and previously worked for Financial Focus, Inc. for 25 years before joining F.L. Putnam in 2019. Outside of advisory duties, she serves as a trustee for several client trusts, managing estate settlement, trust distributions, and related administrative responsibilities. F.L. Putnam serves a diverse client base including individual investors, registered investment companies, foundations, and endowments, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm uses a strategic asset allocation framework combining internally managed and third-party strategies across multiple asset classes and is noted for managing the AOG Institutional Fund and owning Darwin Trust Company, which provides trust and custody services.

Valerie Brown is a financial advisor at F.L. Putnam Investment Management Co. with 19 years of industry experience. She holds a Series 65 designation and previously worked at Financial Focus, Inc. for 18 years before joining F.L. Putnam in 2019. F.L. Putnam serves a diverse client base including individual, institutional, and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, OCIO advisory, and family office solutions. The firm employs a strategic asset allocation framework utilizing both internally managed strategies and third-party managers across multiple asset classes, and it manages the AOG Institutional Fund, an interval fund focusing on private and illiquid alternative assets.

William Martin is a financial advisor at StoneX Advisors Inc. with 32 years of industry experience. He holds the ChFC® and Series 63 designations and has been with StoneX Advisors since 2015. Outside of his advisory role, Martin is the proprietor of Martin & Associates, an insurance sales business focusing on life and health insurance products, and he also works in mail delivery with DDA Transport, Inc. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary models, and third-party managers.

James Balfour is a CFP® and CFA® affiliated with F.L. Putnam Investment Management Co. in Wolfeboro, NH, with six years of industry experience. His prior work includes positions at Lowell, Blake & Associates, Inc. and Loomis, Sayles and Company, LLC. F.L. Putnam provides investment management and financial planning services to a diverse client base including individuals, institutions, and nonprofits. The firm offers customized portfolios using internally managed and third-party strategies across multiple asset classes, emphasizing a strategic asset allocation framework with tactical flexibility.

John Heaney is a financial advisor with Latitude Advisors, LLC in Laconia, NH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Latitude Advisors since 2010 and has been involved in insurance sales with various carriers since 2000. In addition to his advisory role, Heaney provides tax preparation and bookkeeping services as a CPA. Latitude Advisors serves individual, high-net-worth, institutional, and corporate clients with financial planning, discretionary portfolio management, third-party manager selection, and pension consulting services. The firm employs a combination of valuation-driven and momentum-based multi-asset model strategies, managing the majority of client assets on a discretionary basis with continuous monitoring and rebalancing.

Kristen Madden is a financial advisor with F.L. Putnam Investment Management Co. She holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to joining F.L. Putnam in 2019, she worked at Financial Focus, Inc. for 14 years. F.L. Putnam serves individual and institutional clients with discretionary and non-discretionary investment management, financial planning, OCIO advisory, and family office solutions. The firm offers customized portfolios using both internally managed strategies and third-party managers, focusing on equities, fixed income, and alternative asset classes within a strategic asset allocation framework.

James Barrett V is a CFP® and holds a Series 66 designation with 12 years of industry experience. He has been with Grimes & Company since 2015. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, providing discretionary investment management and financial planning. The firm uses proprietary research and diverse investment strategies, including mutual funds, ETFs, individual securities, and alternative managers, and offers specialized services such as an affiliated private investment vehicle and work for other advisers and governmental clients.

Tyler Lewis is a financial advisor with Prospera Financial Services, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to joining Prospera in 2021, he was affiliated with Cetera Advisor Networks and Edward Jones. Outside of his advisory role, he is involved with Reed Wealth Management. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and vehicles.

Terri Harbour is a financial advisor at Citizens Securities, Inc. in Meredith, NH, holding a Series 66 designation with 23 years of industry experience. She has been with Citizens Securities since 2010. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Genevieve Rowell is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. in North Conway, NH. She has been with Citizens Securities since 2018 and previously worked at CruCon Cruise Outlet for eleven years. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program with ETF-based portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

Sarah Goodale is a financial advisor with Empower Advisory Group holding a Series 66 designation and three years of industry experience. Prior to joining Empower Financial Services in 2023, she worked at Revolution Prep and Tilton School. She is also a teacher at Brewster Academy and provides tax return preparation services for friends and family on a nominal fee basis. Empower Advisory Group offers financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies with recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Michael Murray is a financial advisor with Principal Financial Services based in Sanbornville, NH. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Lincoln Financial Securities Corporation before joining Principal in 2018. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Joseph Di Biasi is a financial advisor with LPL Financial in Greenwood Village, CO, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Woodbury Financial Services, Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by research and various investment strategies.