Dyllin Moulton is a Series 65-licensed advisor at Fairscale Capital, LLC in Nashua, NH, with 11 years of industry experience, including his tenure at Williams Wealth Management, LLC. He is part of a three-advisor team serving a diverse client base. Fairscale Capital provides financial planning and portfolio management to individuals—including high net worth clients—as well as banking institutions, non-profits, and businesses. The firm implements diversified, actively managed investment strategies guided by individualized Investment Policy Statements and combines fundamental, technical, and cyclical analysis.

Brian Howlett is a financial advisor with Amherst Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Putnam Investments in retail management for 13 years. Outside of financial advising, he is the managing partner and owner of Phenix Salon Suites, a salon studio rental business currently in development. Amherst Financial Group provides asset management and financial planning primarily to individual and small-business clients. The firm offers tailored investment strategies across a range of objectives and integrates a broader set of affiliated financial services, including insurance, employee benefits, mortgage brokering, tax preparation, and student-loan lending.

Alexander Thompson is a financial advisor with Fairscale Capital, LLC in Nashua, NH, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Williams Wealth Management, LLC, Alku, and Elon University. Fairscale Capital provides financial planning and portfolio management services to individuals, including high net worth clients, as well as banking institutions, non-profits, and businesses. The firm manages approximately $208 million in assets across 177 client relationships, utilizing individualized investment policies and a mix of fundamental, technical, and cyclical analysis to implement diversified, actively managed portfolios.

Derek Deangelis is a financial advisor at Apex Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Apex Wealth Management since 2021, following a seven-year tenure at Peak Wealth Management, LLC. Apex Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, comprehensive wealth management, and financial planning. The firm emphasizes fundamental analysis and a long-term investment approach, tailoring portfolios to clients’ goals, time horizons, and risk tolerance.

Jennifer Degraffenried is a financial advisor at Hurst & DeGraffenried Wealth Management, LLC in Bedford, NH, holding a Series 65 designation with 10 years of industry experience. She has been associated with N/a since 1997. Hurst & DeGraffenried Wealth Management provides portfolio management and financial planning primarily to individual clients, including trusts, estates, corporations, and high-net-worth individuals. The firm uses client-specific Investment Policy Statements, regular portfolio monitoring, and discretionary trading authority, employing a combination of fundamental, technical, charting, and cyclical analysis across a broad range of investment instruments.

Dorothy Cole is a CFP® with 31 years of industry experience, operating her own firm, Dorothy J. Cole, since 1993. She is based in Merrimack, NH, and has served individual and institutional clients through comprehensive financial planning and investment management. Her firm provides fee-only services to individuals, trusts, estates, charitable organizations, and small-to-medium-sized businesses. The firm emphasizes tailored investment recommendations implemented with client consent, using a combination of top-down and bottom-up analysis, diversification, and risk management, all managed on a non-discretionary basis.

Noah Gauthier is a financial advisor with Peak Wealth Management LLC in Nashua, NH, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Peak Wealth Management, he worked at Primerica Advisors and Primerica Financial Services, and held positions at Azurity Pharmaceuticals, Boston Consulting Group, and Deloitte Consulting LLP. Peak Wealth Management provides advisory services to individual and high-net-worth clients, managing approximately $156 million across 208 client relationships. The firm employs a primarily long-term, fundamental investment approach that favors ETF-based portfolios and offers comprehensive wealth management and financial planning.

Steven Schnobrich is a financial advisor at Peak Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at Peak Wealth Management since 2020. Outside of his advisory role, he is president of Bogey Bag, LLC, a company that creates a novelty golf product designed to help players manage frustration on the course. Peak Wealth Management serves individual and high-net-worth clients by providing wealth management, investment management, financial planning, and retirement plan advisory services. The firm utilizes customized, primarily ETF-based investment strategies developed through fundamental analysis and offers ongoing client consulting and education.

Christine Keller is a CFP®-certified financial advisor at Apex Wealth Management, LLC with four years of industry experience. Her background includes roles at several mortgage firms, and she currently works as a loan officer assisting clients with mortgage loan options. Apex Wealth Management serves individual and high-net-worth clients with customized portfolio management and comprehensive financial planning. The firm emphasizes fundamental analysis and a long-term approach, tailoring portfolios to clients’ goals, risk tolerance, and time horizons.

Samuel Degraffenried is a financial advisor at Hurst & DeGraffenried Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with the firm since 2010. Outside of his advisory role, he consults with companies on reducing expenses and increasing operational efficiency. Hurst & DeGraffenried Wealth Management provides portfolio management and financial planning primarily to individual clients, including trusts, estates, corporations, and high-net-worth individuals. The firm emphasizes client-specific Investment Policy Statements, regular portfolio monitoring, and discretionary trading, utilizing a range of analytical approaches and investment instruments.

Nicholas Prigitano is a CFP® professional with 11 years of experience in financial advising. He is currently with F5 Financial Planning, L.L.C. and has previously worked at firms including FF Advisors, LLC, Clark Asset Management, LLC, Milestone Financial Planning, LLC, and Fidelity Brokerage Services LLC. F5 Financial Planning, L.L.C. is a NAPFA-approved, fee-only advisory firm serving corporate executives, entrepreneurs, and families with comprehensive financial planning and portfolio management. The firm emphasizes long-term, fundamental analysis and risk-managed, diversified portfolios, offering both discretionary and non-discretionary investment supervision as part of ongoing financial planning relationships.

James Conway Jr. is a CFA® charterholder with 20 years of industry experience. He has worked at Lumbard & Kellner, LLC since 2020 and previously spent five years with FC Advisors. Lumbard & Kellner, LLC provides discretionary investment management primarily for high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a value investing approach based on fundamental analysis and manages accounts on a full discretionary basis.

Carl Johnson is a CFP® with 24 years of industry experience and has been with Grove Street Fiduciary, LLC for 10 years. He has a military background, serving in the United States Navy and currently in the Navy Reserves. Johnson is also a managing member of 20 Grove Street Partners LLC. Grove Street Fiduciary serves high-net-worth individuals, trusts, and various organizations by providing personalized wealth and trust advisory services. The firm employs a globally diversified, asset-allocation approach using primarily ETFs, index funds, and no-load mutual funds, with a focus on tailored financial planning and discretionary asset management.

Bryan Krause is a financial advisor at Monadnock Capital Partners, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Monadnock Capital Partners since 2014. Monadnock Capital Partners provides fee-based portfolio management and occasional pension consulting to individuals, high-net-worth clients, businesses, and institutional clients. The firm employs a fundamental, disciplined investment approach focused on business fundamentals, margin of safety, and long-term holdings, managing a small client roster with discretionary authority and ongoing senior team oversight.

John Garrity is a CFP® professional with 23 years of industry experience. He has been with Peak Wealth Management LLC since 2015. Peak Wealth Management LLC serves individual and high-net-worth clients, offering wealth management, investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs primarily ETF-based strategies developed through fundamental analysis with a long-term focus, while allowing tactical adjustments for rebalancing and tax management.

Hazel Grolljahn is a CFP® professional with nine years of industry experience, currently serving at Grove Street Fiduciary, LLC in Peterborough, NH. She has been with the firm since 2008, including its earlier incarnation as Ames Planning Associates, Inc. Outside of advisory work, she is secretary of 20 Grove Street Partners, LLC. Grove Street Fiduciary serves high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a globally diversified, asset-allocation strategy primarily based on ETFs, index funds, and no-load mutual funds, applying modern portfolio theory and cash flow analysis to tailor portfolios to client risk tolerance and time horizon.

Shawn Tewksbury is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Bay Colony Advisors since 2017. His prior experience includes roles at Purshe Kaplan Sterling Investments, Merrimack Valley Financial Advisors, and Mclarney & Company. He also operates Tewks Wealth Management, LLC, offering accounting and tax services alongside his advisory work. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a fundamentally driven, long-term investment approach utilizing diversified mutual funds, ETFs, and other asset classes, and is notable for its broad fiduciary retirement services and developed concierge offerings.

Bryce Schuler is a CFP® and holds a Series 65 license, with six years of experience in financial advising. He currently works at Tableaux Wealth and previously held roles at Baldwin & Clarke Advisory Services, New England Private Wealth Advisors, and American Investment Services. Outside of his advisory work, he serves as Treasurer and Board Member for the Francestown Village Water Company, a local non-profit water supplier. Tableaux Wealth is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and retirement plans with wealth management, portfolio management, financial planning, and trustee services. The firm manages approximately $230 million for about 209 clients, utilizing a long-term investment approach grounded in fundamental analysis and modern portfolio theory, incorporating low-cost funds and a range of securities.

Logan Pettus is a financial advisor at Sweeney Financial Advisors with one year of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at LPL Financial, Arcadia Financial Group, and Southern New Hampshire University. Sweeney Financial Advisors provides financial planning and discretionary investment management to individuals, families, trusts, endowments, qualified retirement-plan sponsors, and business entities. The firm manages roughly $403 million across about 247 client relationships, employing tax-aware portfolio strategies that include low-cost institutional funds, individual fixed-income securities, and private alternative investments.

Nicole Piton is a CFP® certificant with six years of industry experience, currently serving as an advisor at Total Clarity Wealth Management, Inc. She also owns and operates Healthy Pet Care Market Co., a business unrelated to investments that she has managed since 2004. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and employer 401(k) plan sponsors. The firm offers discretionary portfolio management, customized asset allocations, and a range of investment strategies, including a specialized PreActive strategy for sophisticated investors.