Corey Walker is a financial advisor with Walker Capital Partners, LLC, holding Series 63 and Series 65 designations and eight years of industry experience. He previously worked with Northwestern Mutual and MassMutual and currently serves as an Account Executive for Hortica Insurance Services, providing property and casualty insurance solutions. Walker Capital Partners is an independent SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis with quantitative modeling and risk management to tailor portfolios that include equities, ETFs, and options.

Eilon Amir is a financial advisor at Brownstone Financial Group LLC with two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to his current role, he worked at Sakura Partners and Outcome Capital, LLC. Outside of his advisory work, he serves as 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 to individual clients, beginning with a tailored financial plan. The firm emphasizes asset allocation and utilizes model portfolios managed by sub-advisers, conducting ongoing account reviews and maintaining authority over sub-adviser selection and monitoring.

James Kieffer is the sole advisor at Rational Frontier Advisors, LLC in Nashua, NH. He holds a Series 65 designation and has 17 years of industry experience. He has been with Rational Frontier Advisors since 2008 and has also been associated with Proforma Financial Group, Inc. since 1981. Rational Frontier Advisors provides investment supervisory services and portfolio management primarily for high-net-worth individuals and retirement plan accounts. The firm emphasizes asset-class allocation, risk-adjusted benchmarking, and portfolio construction using mean-variance optimization, incorporating options-writing strategies as part of its investment approach.

Michael Solari is a Certified Financial Planner™ and holds a Series 66 license with 15 years of industry experience. He has been the sole advisor at Solari Financial Planning, LLC in Goffstown, NH since 2013. Solari Financial Planning, LLC provides fee-only financial planning and investment advisory services to individuals, families, trusts, estates, and small plans. The firm emphasizes asset allocation, low-cost diversified investments, tax efficiency, and non-discretionary, client-approved portfolio management.

For years Quentara was the unexpected primary caregiver for her father who was diagnosed with Alzheimers. During his transition she continued to work, buy a house, get married, and start a family. She founded Powwow with the intent of helping other families prioritize their goals that are often neglected due to the in-the-moment demands of kids and aging parents. Powwow is fee-for-service, meaning a family's net worth, relationships, goals, and concerns are discussed and illustrated without the need to invest assets or purchase product. If you have questions related to every day goals, elder care transition, and kids you've come to the right place. Quentara has been featured in numerous publications, including NerdWallet, CBS MoneyWatch, and Financial Planning Magazine. She has also been invited to present on financial planning and elder care topics throughout Massachusetts. Follow her on social media and reach out to schedule a free consultation.

Frank Demaio is a CFP® professional with 33 years of experience in financial advisory services. He has been associated with JTD Financial Services, LLC since 2008 and has prior experience with United Planners Financial Services. Outside of his advisory role, he is involved in managing a ski condo rental business. JTD Financial Services provides investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm creates individualized investment programs tailored to clients’ financial situations and goals, employing a range of analytical methods and maintaining regular account reviews.

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.

Dan Hagler is a CFP® professional with 32 years of industry experience. He is the owner and CEO of Granite State Retirement Planning, Inc., where he has worked since 2006, and has prior experience with Triad Advisors, Inc. and Osaic Wealth, Inc. He is the creator of The Protected Retirement Process®, a trademarked four-step financial planning process, and co-author of the books *Retire Abundantly* and *Build Wealth Like A Shark*. Granite State Retirement Planning, Inc. serves individuals, trusts, corporations, and employer-sponsored retirement plans with comprehensive portfolio management, a proprietary financial planning process, retirement plan consulting, and referrals to third-party money managers. The firm manages client assets entirely on a non-discretionary basis and offers tailored investment solutions including ETFs, mutual funds, individual securities, and insurance products.

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.

Robert Bonacorsi is a CFP® with 34 years of industry experience, operating Bonacorsi Wealth Management in Amherst, NH. He has worked with Mike Bonacorsi LLC since 2010 and has been affiliated with LPL Financial since 2008. He is also the author of a book titled *Retirement Readiness* and engages in public speaking on related topics. Bonacorsi Wealth Management serves primarily individual and high‑net‑worth clients with comprehensive financial planning and both discretionary and non‑discretionary investment management. The firm offers tailored investment strategies that incorporate fundamental, technical, and cyclical analysis, along with long‑ and short‑term trading approaches, and sponsors its own wrap-fee program.

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.

Stephen Mathieu is a ChFC® credentialed financial advisor with 27 years of industry experience. He has been with Legacy Financial Solutions, Inc. since 1997 and also serves as managing member and accountant at LFS Tax Group, LLC, a tax consulting and accounting firm. Legacy Financial Solutions provides personalized financial planning and asset management services to individuals, trusts, estates, charitable organizations, and business entities, serving both individual and high-net-worth clients. The firm employs a non-discretionary approach using fundamental and technical analysis and integrates financial and estate planning into its advisory services.

Eric Cooper is a financial advisor at Sooner Private Financial LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Belpointe Asset Management, LLC, MML Investor Services, and MassMutual Life Insurance Company, among others. Outside of financial advising, Cooper is the owner and CEO of Sooner Business Advisors & Co., a firm providing business coaching and strategic planning services, and serves as a high school basketball coach. Sooner Private Financial LLC is an SEC-registered independent investment adviser managing approximately $9 million for individuals, high-net-worth clients, trusts, estates, charitable organizations, foundations, endowments, and small businesses. The firm offers discretionary asset management, fee-based financial planning, and access to third-party money managers and turnkey portfolio platforms, employing active, tailored portfolio management with fundamental, technical, and cyclical analysis.

Tiffany Donegan is a financial advisor at Cohen Investment Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked in education and real estate management. Cohen Investment Advisors provides financial planning, consulting, and investment management services to individuals, high net worth clients, pooled investment vehicles, retirement plans, trusts, and estates. The firm emphasizes discretionary portfolio management using proprietary model portfolios and conducts ongoing account monitoring, with additional offerings including privately placed securities and pooled vehicles for qualified investors.

Drew Kellner is a CFA® charterholder with 20 years of industry experience. He has been with Lumbard & Kellner, LLC since 2005. Lumbard & Kellner, LLC provides discretionary investment management primarily for high-net-worth individuals, trusts, estates, and charitable organizations. The firm follows a value investing approach based on fundamental analysis and manages accounts on a fully discretionary basis.

Daniel Mclaughlin is a financial advisor at Nutfield Financial with 14 years of industry experience. He holds the Series 66 designation and has worked at Cetera Advisors LLC and Investors Capital Corporation among other roles. In addition to his advisory work, he is licensed as 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 by providing financial planning focused on retirement and estate planning, investment advisory services, tax preparation, and insurance products. The firm delivers non-discretionary investment advice using fundamental and cyclical analysis, combining buy-and-hold strategies with occasional short-term trading and covered-call techniques.

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.

John Lumbard is a CFA® charterholder with 36 years of industry experience. He has been with Lumbard & Kellner, LLC since its founding in 1990. The firm provides discretionary investment management primarily for high-net-worth individuals, trusts, estates, and charitable organizations. Lumbard & Kellner, LLC focuses on value investing through fundamental analysis, using earnings, valuation multiples, dividend yield, and management quality to construct portfolios. The firm manages accounts on a full discretionary basis, employs fixed income and ETFs for income and hedging, and publishes a quarterly market commentary called “Insight.”

Joseph Latona is a CFP® professional affiliated with LPL Financial, with 20 years of industry experience. He has worked at LPL Financial since 2013 and also operates Goldfinch Financial, Inc., where he provides investment advisory and consulting services. Outside of his advisory roles, he is a commissioned notary public. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with insurance and credit product offerings.

Charles Stephen is a financial advisor at Glenwood Investment Group, LLC in Manchester, NH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has been with Glenwood Investment Group since 2004. In addition to his advisory role, he is a licensed insurance broker and spends part of his time engaged in insurance-related activities. Glenwood Investment Group provides personalized financial planning and investment management services to individuals, trusts, small businesses, estates, and a charitable organization. The firm employs a core-and-satellite investment approach, combining actively managed funds, passive index funds, and ETFs, with continuous portfolio monitoring and quarterly reviews.