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.

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.

Warren Berger is a financial advisor with Salem Advisory Group LLC, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has been with Salem Advisory Group since 2009 and also worked at Lamaine Industries from 2011 to 2023. Salem Advisory Group serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management and financial planning. The firm tailors investment strategies to client goals and risk tolerance using a combination of fundamental and technical analysis, with account reviews at least quarterly.

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 at Integrated Wealth Management, LLC with 39 years of industry experience. She holds the Series 63 designation and has worked at her current firm since 2016, following prior roles at Granite Bay Wealth Management and Martel Dorow, Inc. In addition to her advisory role, Diane is a licensed insurance producer and occasionally assists clients with insurance risk analysis, policy modifications, and claims. Integrated Wealth Management serves individual clients, families, and trusts, including high-net-worth households, offering discretionary portfolio management and integrated financial planning. The firm employs a diversified investment approach tailored to investor profiles and emphasizes personalized service with a limited client roster.

Kevin Colley is a CFP® with 28 years of experience in the financial advisory industry. He has been with Salem Advisory Group LLC since 2009 and has been self-employed since 1983. Colley serves as an ad hoc non-voting member of the investment committee at Cheverus High School, a nonprofit Jesuit high school. Salem Advisory Group, LLC manages approximately $76 million for individual and high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary investment management, financial planning, and pension consulting, tailoring portfolios to client objectives through a blend of fundamental and technical analysis and a range of investment strategies.

Peter Bishop is a financial advisor with Salem Advisory Group LLC in Wells, ME, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Salem Advisory Group since 2013. Salem Advisory Group serves individual investors, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers fee-based investment management and financial planning, tailoring strategies based on client goals, risk tolerance, and time horizon, with portfolio reviews at least quarterly.

Hilton Kelly Jr. is a financial advisor with Capital Design Private Wealth LLC, holding a Series 66 designation and 25 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 19 years before joining Capital Design Private Wealth in 2019. Capital Design Private Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering investment management and financial planning through a three-tiered advisory model ranging from planning-only services to full discretionary portfolio management. The firm focuses on long-term asset allocation using low-cost mutual funds and ETFs, along with other investment options tailored to client needs.

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.

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 with Capital Design Private Wealth LLC in Portsmouth, NH, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked at Capital Design Private Wealth since 2019, following prior roles at Ameriprise Financial Services and Fidelity. Capital Design Private Wealth serves individuals, high-net-worth clients, trusts, estates, and retirement plans with a flexible three-tiered advisory model ranging from planning-only to full discretionary portfolio management. The firm focuses on continuous personal contact and a long-term, asset-allocation strategy using primarily low-cost mutual funds and ETFs.

Jason Pinkham is a financial advisor at Sonder Partners, LLC with seven years of industry experience. He holds Series 65 and Series 66 designations and has worked at Sonder Partners since 2021, following a decade at Dynasty Financial Partners and earlier experience at Morgan Stanley DW Inc. Outside of his advisory role, he serves as a strategic advisor and investor for AndSimpleApS, a family office networking and consulting business. Sonder Partners provides advisory services to individual and high-net-worth clients, focusing on referring prospective clients to selected third-party money managers. The firm uses a suitability-based approach and a combination of investment analysis methods while operating with flat-dollar management fees and maintaining discretionary management for a limited number of legacy clients.

William Rispoli II is a financial advisor at Salem Advisory Group LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Village Accounting and Hostile Valley Corporation. Salem Advisory Group manages approximately $76 million for a diverse client base including individual and high-net-worth households, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm provides discretionary investment management, financial planning, and pension consulting services, tailoring portfolios to client objectives using fundamental and technical analysis along with various investment strategies.

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.

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.

Paul Doran is a financial advisor with Essential Planning, LLC in Portsmouth, NH, holding Series 63 and Series 65 licenses and over 24 years of industry experience. He has worked with ValMark Securities, Inc. since 2020 and Purshe Kaplan Sterling Investments from 2016 to 2020, alongside his long tenure at Essential Planning. Outside of financial advising, he serves on the board of the Wolfeboro Area Recreation Association, a nonprofit recreational facility in Wolfeboro, NH. Essential Planning, LLC is a team-based registered investment adviser managing approximately $524 million for several hundred client households, including high-net-worth individuals and families. The firm employs a strategic asset-allocation approach combining passive index and ETF cores with selected active funds and third-party managers, offering fee-based financial planning, ongoing consulting, and discretionary portfolio management.

Michael Leclerc is a CFP® with seven years of industry experience, currently advising at CMH Wealth Management, LLC. His prior roles include positions at Fidelity Investments and Lake Street Advisors. CMH Wealth Management offers discretionary investment and wealth management services to a diverse client base, utilizing both qualitative and quantitative analysis to construct tailored portfolios guided by a regular Investment Committee.