Bernard Ross III is the principal advisor at KBR Financial Solutions with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including CS Planning Corp. and Guardian Life. Ross has managed Ross Wealth Planning Group, LLC since 2003, focusing on comprehensive financial planning and investment management. KBR Financial Solutions is a state-registered independent advisory firm offering fee-based investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides discretionary, customized portfolio management using a strategic and tactical allocation approach across a variety of securities and also offers retirement income and one-time college planning services.

Eilon Amir is a financial advisor at Brownstone Financial Group LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Sakura Partners for seven years and Outcome Capital, LLC for four years. Outside of his advisory work, Amir serves as the volunteer Vice President of the Board for Beit Sasson Sephardic Congregation in Newton, MA. Brownstone Financial Group LLC provides investment advisory and portfolio management services primarily to individual clients, beginning with a tailored written financial plan. The firm emphasizes asset allocation through model portfolios managed by sub-advisers, with ongoing account monitoring and formal quarterly and annual reviews.

Daniel Pimental is a financial advisor with Alignment Financial Group in Exeter, NH, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Wells Fargo Advisors for six years and has been with Alignment Financial Group since 2009. Alignment Financial Group provides fee-based pension consulting and fiduciary services to plan sponsors, institutions, and other business entities, along with discretionary investment management and comprehensive financial planning for high-net-worth individuals and trusts. The firm’s approach includes a custom, discretionary investment process utilizing tactical allocation strategies and a broad range of instruments, and it also serves as an exempt commodity pool operator and manages digital currency pooled vehicles.

Maureen Demers is a CFP® and holds a Series 63 license with 17 years of industry experience. She has been the principal of Demers Financial Planning since 2008 and has worked in financial services since 1998. The firm provides holistic financial planning and wealth management primarily to pre-retirees and retirees with at least $1 million in investable assets. Demers Financial Planning offers comprehensive planning, portfolio management including third-party asset managers, and limited-scope financial reviews, emphasizing asset allocation and a long-term buy-and-hold investment philosophy.

Patricia Rosen is a CFP® credentialed financial advisor with eight years of industry experience. She is the principal and sole advisor at Access Financial Planning, LLC, an independent firm based in Newburyport, MA. Prior to founding her firm, she worked at LPL Financial for one year. Access Financial Planning, LLC provides personalized, fee-only financial planning and investment advisory services to individuals, families, and small businesses. The firm offers comprehensive planning in areas such as retirement, tax, estate, cash-flow, and risk management, and uses a mix of fundamental, technical, and passive investment strategies implemented through institutional and no-load mutual funds, ETFs, and individual securities.

Laurence Lamagna is a financial advisor with BostonNorth Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Boston North Financial Services and Commonwealth Equity Services since 1999. Outside of advisory services, he operates a fixed insurance sales sole proprietorship and serves as president of Boston North Financial Services, Inc. BostonNorth Financial Services is a small, independent advisory firm serving individuals, high-net-worth clients, retirement and corporate pension plans, charitable institutions, and trusts. The firm provides customized financial plans using a variety of analytical methods and typically charges hourly or fixed fees without discretionary trading or custody of client assets.

At Sunflower Financial Planning, we specialize in helping families in the midlife stage navigate complex financial responsibilities with clarity and confidence. Our clients are often balancing competing priorities—saving for their own future, supporting aging parents, and funding college education for their children. We guide them in building long-term wealth while creating financial security today. We also work closely with pre-retirees who are preparing to transition into retirement. Through personalized, comprehensive planning, we help align their resources with their goals, offering strategies for income distribution, tax efficiency, and long-term care planning. Whether you're facing the challenges of the “sandwich generation” or approaching retirement, we’re here to provide thoughtful, fee-only advice designed to support your life—not just your portfolio.

Jeffrey Shank is a financial advisor at Andover Advisory Group with over 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his current role, he has been associated with Cambridge Investment Research Advisors since 2014. Outside of his advisory work, he serves on the board of the Kiwanis Club of Greater Lawrence and hosts a weekly live radio show and podcast. Andover Advisory Group provides comprehensive financial planning and tax preparation services to individual and high-net-worth clients, focusing on written plans covering investments, taxes, estate, and retirement issues. The firm emphasizes client risk assessment and asset allocation based on Modern Portfolio Theory but does not recommend specific securities or exercise investment discretion.

Theodore Svirbly is a financial advisor and founder of T.S. Financial Planning in Derry, NH, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual and Mass Mutual prior to establishing his independent practice. In addition to advisory services, he maintains a fixed insurance agency. T.S. Financial Planning offers investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate plan sponsors. The firm provides both discretionary and non-discretionary portfolio management and is notable for its pension consulting and fiduciary services for workplace retirement plans.

Jonathan Rogers is the principal and sole advisor at Clearview Financial Strategies LLC in Atkinson, NH, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Gradient Advisors, Inspire Advisors, and operating as a sole proprietor under Clearview Financial Strategies. Outside of financial advising, he owns Horizon Properties LLC, a residential property management business. Clearview Financial Strategies provides discretionary asset management, qualified retirement plan advice, and hourly financial planning to individual clients, typically serving households with a minimum of $500,000 in assets. The firm customizes investment programs based on client goals and risk tolerance and incorporates insurance services through the owner’s independent insurance agency.

Kannan Ramasamy is the principal advisor at Garch Capital LLC, an independent firm based in Andover, MA. He holds a Series 65 designation and has eight years of industry experience. His prior work includes roles at Vay Network Services Private Limited, Clayfin Technologies Private Limited, and Adarsh LLC. Garch Capital manages separately managed accounts for individual and corporate clients, focusing on long-only US equities through a model-driven investment process based on technical analysis and relative price performance. The firm emphasizes transparency in fee arrangements and supports business accounts with a corporate-level operational structure.

Steven Caron is the principal advisor at Old School Capital LLC, an independent investment advisory firm based in Andover, MA. He holds a Series 65 designation and has 24 years of industry experience. Caron has led Old School Capital since 2001. He is also a practicing CPA, and his firm has an operational affiliation with a separately owned accounting practice that results in reciprocal recommendations. Old School Capital primarily serves individual and high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, banking institutions, and other businesses. The firm provides portfolio management, financial planning, pension consulting, and general advisory services, using fundamental, quantitative, and qualitative analysis methods to develop personalized investment policies and monitor third-party managers.

Holly Colvin is a CFP® and CFA® credentialed financial advisor with 13 years of industry experience. She has been the principal of Helm Financial Planning LLC since 2015. Helm Financial Planning provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, diversification-focused investment approach grounded in modern portfolio theory and fundamental analysis, with portfolios tailored to client objectives, tax considerations, and liquidity needs.

Daniel Mclaughlin is a financial advisor at Nutfield Financial with 14 years of industry experience. He holds a Series 66 designation and has worked at Cetera Advisors LLC and Nutfield Financial Services Ltd. Outside of advisory work, he is also an insurance agent selling life, health, disability, annuities, and long-term care products. Nutfield Financial serves individual investors, high-net-worth clients, trusts, and small businesses, offering financial planning focused on retirement and estate planning, investment advisory services, tax preparation, and insurance products. The firm provides non-discretionary investment advice using fundamental and cyclical analysis combined with various portfolio strategies and supports employer retirement arrangements along with an on-demand advisory option.

Loretta Scarpettiscroggins is a financial advisor at Aventura Capital Management, LLC with 17 years of industry experience. She holds Series 63 and Series 65 designations and has been with Aventura since 2011. She is also involved with Scarpetti & Scroggins, LLC, a business engaged in the sale of fixed annuities, life insurance, disability insurance, and long-term care insurance. Aventura Capital Management provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as institutional and household entities. The firm employs a combination of fundamental security analysis and asset allocation with various investment strategies, offering both discretionary and non-discretionary supervisory services across multiple asset classes.

William Gaudino II is a CFP® with 33 years of industry experience, currently serving as an investment advisor representative at ArborStone Financial, LLC. He previously worked at Ameriprise for 34 years and is also registered as a representative with Purshe Kaplan Sterling Investments, Inc. In addition to his advisory role, he is a licensed insurance agent. ArborStone Financial provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamentals-driven, long-term investment approach using model portfolios, ETFs, mutual funds, and individual securities, and oversees client strategies that may include independent managers.

Laura Schenkel is a CFP® and Series 66 holder at VaMa Oak Wealth, LLC with two years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and PNC. VaMa Oak Wealth serves individuals, trusts, employer retirement plans, and corporate entities, offering portfolio management, financial planning, and consulting services. The firm uses a multifaceted investment approach combining fundamental, quantitative, and technical analysis with strategic and tactical asset allocation.

Justin Gaudino is a CFP® professional with 11 years of industry experience, currently serving as an advisor at ArborStone Financial, LLC. His prior roles include positions at Ameriprise Financial Services, Mayflower Financial Advisors, Private Client Services, Wells Fargo Advisors, and MFS Fund Distributors. Gaudino is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. ArborStone Financial provides discretionary wealth management and investment advisory services to individuals, high-net-worth clients, trusts, and estates. The firm focuses on fundamental analysis and strategic asset allocation, delivering primarily ETF and mutual fund model portfolios alongside tailored portfolio construction, and offers retirement and estate planning support through third-party specialists.

Leonard Turcotte is a financial advisor with BlueLine Advisors in Barrington, NH, holding a Series 65 credential and 13 years of industry experience. He has been with BlueLine Advisors since 2013 and also works with Wolverton-Wrexham LLC. In addition to his financial advisory roles, he has a long-standing career with American Airlines dating back to 1985. BlueLine Advisors provides fee-based investment advisory and wealth management services primarily to individual clients, including high-net-worth individuals, as well as retirement plans, trusts, estates, and business entities. The firm manages portfolios using strategic and tactical asset allocation with a focus on ETFs and mutual funds, and is notable for its sub-advisory services and consulting projects offered to other investment advisers and plan sponsors.

Stephanie Griebel is a CFP® professional with 15 years of industry experience. She has been with Davis Wealth Advisors since 2022, following five years at Resolute Financial, LLC. Davis Wealth Advisors serves individuals, including high net worth clients, as well as pension and profit-sharing plans, providing wealth management, financial planning, and business consulting. The firm utilizes a tailored investment approach incorporating mutual funds, ETFs, fundamental analysis, and modern portfolio theory, and is known for its educational seminar program and ERISA 3(38) fiduciary services.