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.

Jason Canzano is the principal of Breakwater Asset Management, LLC, an independent firm based in Hampton, NH. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Since 2013, he has also served as a director at Preferred Home Care & Nursing Services DBA Acceleron Medical Products, where he manages and supervises business operations. Breakwater Asset Management provides discretionary investment management and fee-only financial planning to individuals, retirement plans, trusts, non-profits, and businesses. The firm employs a technical-analysis and momentum-driven investment approach, actively managing portfolios using ETFs, closed-end funds, and individual equities to adjust positioning across various time horizons.

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.

Robert Kintz is a financial advisor at Mardin Capital Group with 19 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial from 2007 to 2026 before joining Mardin Capital Group. In addition to his advisory role, he is commissioned as a Notary Public. Mardin Capital Group provides integrated wealth management services to individuals and families, focusing on discretionary investment management and financial planning tailored to clients’ goals, risk tolerance, and time horizons. The firm employs a planning-driven, goals-based investment approach, utilizing diversified portfolios and tax-aware strategies while maintaining discretionary trading authority.

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.

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.

David Mayes is a CFP®-certified financial advisor with 21 years of industry experience. He is currently affiliated with Mackensen & Company, Inc. and is part of Three Bearings Fiduciary Advisors, Inc., a firm based in Hampton, NH. Three Bearings Fiduciary Advisors provides personalized, fee-only financial planning and discretionary investment management to a diverse client base, including individuals, trusts, charitable organizations, and municipalities. The firm employs a core-satellite investment approach with a focus on strategic asset allocation, offers a broad range of ancillary services such as municipal investment management and tax preparation, and maintains a fiduciary, non–performance-fee compensation structure.

Robert Guy is a financial advisor with Tax & Investment Advisors in Newburyport, MA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His career includes leadership roles with the American Financial Education Alliance, where he serves as Chapter President, and involvement with the Society of Financial Awareness. He is also an author of financial education books. Tax & Investment Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, emphasizing asset allocation and evidence-based indexing tailored to clients’ time horizons and risk tolerances. The firm manages over $100 million in discretionary assets and serves more than 300 clients as a solo practitioner, integrating a comprehensive planning process called the “Retirement Freedom Roadmap.”

Bradford Greenleaf is a CFA® charterholder with nine years of industry experience. He has been with Trinexus Capital, LLC since 2018 and previously worked at Beaconcrest Capital Management from 2014 to 2017. Trinexus Capital provides investment management services to individuals and institutional investors, including family offices, endowments, foundations, and pensions. The firm employs a combination of quantitative and fundamental analysis using proprietary factor models to actively manage equity strategies across various market sectors.

Bruce Fenton is a financial advisor with Atlantic Financial in Durham, NH, holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. He has worked at Capital Gain Securities Group, LLC, Foris Capital US LLC, and has been involved with Atlantic Financial Asset Management Corp. since 2011. Fenton also serves as president of Chainstone Labs, a fintech company that sponsors non-investment-related conferences. Atlantic Financial Asset Management Corp provides portfolio management and asset allocation planning for individuals, high-net-worth clients, pension plans, and business entities. The firm employs a macro global economic approach, combining fundamental and technical analysis with a variety of investment strategies, including alternative investments.

Nicholas Shea is a financial advisor at Catalyst Investment Management LLC with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Fidelity Investments and Charles Schwab and Co. Outside of advising, he is also involved in real estate as a licensed realtor and assists senior clients with healthcare insurance solutions through an affiliated insurance agency. Catalyst Investment Management LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a primarily long-term, fiduciary investment approach using low-cost mutual funds, ETFs, and other securities, and offers a wrap fee program that consolidates various costs into a single asset-based advisory fee.

James Dimos is a CFP® with 20 years of industry experience. He is currently with Advisory Resource Group, LLC and has prior experience at LPL Financial, Northeast Planning Associates, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He is also involved in selling fixed life, liability, and long-term care insurance. Advisory Resource Group, LLC provides financial planning and consulting services to individuals, high net worth clients, and businesses. The firm focuses on delivering tailored written plans and consultations without managing or custodying client assets, typically completing plans within six months and coordinating implementation through affiliated broker-dealer and insurance services.

Zachary Zwick is a CFP® with seven years of industry experience, currently serving at Three Bearings Fiduciary Advisors, Inc. since 2019. His prior roles include positions at JB Capital, LLC and Johnson Brunetti, as well as a four-year tenure at the University of Connecticut. Three Bearings Fiduciary Advisors offers personalized, fee-only financial planning and discretionary investment management to a diverse client base, including individuals, trusts, municipalities, and small businesses. The firm employs a core-satellite investment approach focused on passively managed index funds and ETFs, provides comprehensive ancillary services such as tax preparation and municipal investment management, and emphasizes detailed, fiduciary-driven reporting.

William Rich is a CFA® charterholder and holds a Series 65 license with 31 years of industry experience. He has been with Northstar Capital Advisors, Inc. since 1995. NorthStar Capital advises wealthy individuals, families, and select institutions through separately managed, long-only equity portfolios managed on a discretionary basis. The firm emphasizes fundamental research to identify well-managed growth stocks bought at reasonable valuations and incorporates institutional-style governance within a small, two-advisor team.

David Mclaughlin is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Nutfield Financial. He has worked at Cetera Advisors LLC for eight years and has been with Nutfield Financial Services, Ltd since 1994. Outside of advisory work, he is involved in tax preparation and financial services under a DBA of his firm and also acts 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, occasional short-term trading, and covered-call techniques.

Paula Parrish is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at BlueLine Advisors. Her career includes roles at Ally Invest Advisors, Clarfeld Financial Advisors, Citizens Securities, AXA Advisors, and Fidelity Brokerage Services. BlueLine Advisors provides fee-based investment advisory and portfolio management to individual and institutional clients. The firm employs a range of strategies including strategic asset allocation and discretionary management, and it also offers consulting and sub-advisory services to other advisers.

Edwin Safir is a financial advisor with Safir Wealth Advisors, LLC in Greenland, NH, holding Series 63 and Series 66 designations and bringing 53 years of industry experience. He worked at Coburn & Meredith, Inc. for 14 years before founding Safir Wealth Advisors in 2017. Safir Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and comprehensive financial planning. The firm manages approximately $198 million across about 67 clients, focusing on diversified portfolios primarily composed of low-cost mutual funds and ETFs, with an investment approach that combines fundamental, technical, cyclical, and charting analysis.

Mark Hideriotis is a financial advisor at Financial Management Associates, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Inc., Antaeus Wealth Advisors, LLC, and JP Morgan Chase. Outside of his advisory role, he is also an independent insurance agent for various companies. Financial Management Associates, LLC provides portfolio management and financial planning services to individuals, pension plans, trusts, and business entities, managing over $126 million in client assets. The firm employs a combination of fundamental and technical analysis and typically exercises investment discretion while offering consultative and non-securities advice, including insurance recommendations.

William Leibundgut is a financial advisor with Atlantic Financial Asset Management Corp in Durham, NH, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked at Foris Capital US LLC and has served as Vice President of Chainstone Labs, a FinTech company that sponsors non-investment related conferences. Atlantic Financial provides portfolio management and asset allocation planning to individuals, pension plans, and business entities, using a macro global economic approach and a range of strategies including long- and short-term trading and alternative investments.