James Grace is a CFP® with 16 years of experience in the financial services industry. He is the sole advisor at Modern Financial Wellness, an independent registered investment adviser based in Portsmouth, NH. Prior to founding Modern Financial Wellness, Mr. Grace worked at Silver Pine Capital, LLC for eight years and held positions at United Bank and Infinex Investments, Inc. He continues to provide advisory services to clients of Silver Pine Capital on a limited basis. Modern Financial Wellness serves individuals, high-net-worth clients, and small businesses with fee-only discretionary investment management and financial planning. The firm’s investment approach is based on asset allocation and Modern Portfolio Theory, blending passive and active strategies while offering customized ESG options and coordinating tax preparation for clients.

Anthony Petrilli is the principal and sole advisor at Petrilli Capital Management LLC in Portsmouth, NH, holding a Series 65 license with 12 years of industry experience. He has been managing Petrilli Capital since 2013 and concurrently serves as Chief Executive Officer of ViewTrade Holding Corporation and its subsidiary Orbis Systems Inc, which provides technology products and services to financial firms. Anthony holds a minority ownership interest in ViewTrade Holding Corporation. Petrilli Capital Management LLC provides discretionary investment management to individuals, families, business entities, trusts, and retirement plans. The firm offers two strategy-based portfolios—Managed Income and Growth & Income Spectrum—managed on a discretionary and actively traded basis with an emphasis on macro and technical analysis.

William Foshay is a financial advisor at OADE Financial in Portsmouth, NH, holding a Series 65 designation with seven years of industry experience. He has been with OADE Financial since 2018 following a period of retirement from 2015 to 2018. OADE Financial provides comprehensive financial planning services to individuals and high-net-worth clients, focusing on retirement readiness, cash flow, insurance, estate planning, and debt reduction. The firm employs a passive, allocation-based investment approach using no-load, low-cost mutual funds and fixed income securities, offering advice on a fixed, tiered fee basis without discretionary authority over client assets.

Daniel Pimental is a financial advisor at Alignment Financial Group with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors from 2015 to 2021. Alignment Financial Group primarily serves institutional plan sponsors and pooled investment vehicles, focusing on pension consulting and advisory services. The firm uses a tactical allocation approach across various asset classes and also manages a digital currency fund as general partner and investment manager.

Thad Ackerman is a financial advisor at Silver Maple Financial, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Silver Maple Financial since 2007. His prior experience includes roles at AFT Amesbury and Amesbury Public Schools. Silver Maple Financial provides financial planning and investment management primarily for individual clients, offering services ranging from one-time plans to ongoing account monitoring. The firm employs a non-discretionary investment approach focusing on passive, low-cost ETFs and mutual funds, emphasizing long-term holdings, annual rebalancing, and risk-conscious asset allocation.

Christopher Eddy is a CFP® professional with 21 years of industry experience. He is the principal advisor at 603 Financial Advisors, LLC, an independent firm based in Newfields, NH. His prior work includes positions at Fortune Financial Services, The Patriot Financial Group, Securities America, Ledyard Bank, Infinex Investments, and Northway Bank. Eddy also holds a licensed insurance sales position focusing on fixed annuities and insurance products. 603 Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management and comprehensive financial planning. The firm constructs portfolios using ETFs, mutual funds, equities, and fixed-income securities, emphasizing a long-term investment approach tailored to each client’s specific goals and risk tolerance.

Nicholas Drew is a financial advisor at Drew Wealth Management with 16 years of industry experience. He holds a Series 66 designation and has worked at Capital Design Private Wealth, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services. Drew Wealth Management serves individual and high-net-worth clients with wealth management and comprehensive financial planning, employing a fee-only model and an asset-allocation framework that combines passive and active strategies. The firm oversees nearly $90 million in assets and requires client custody on Charles Schwab’s institutional platform.

Mark Berube is a financial advisor at Patriot Advisory Group with 23 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Mr. Berube is also a licensed health and life insurance agent and may receive compensation for insurance products purchased through him. Patriot Advisory Group is a state-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm employs a blend of charting, fundamental, and technical analysis to implement long-term, short-term, and trading strategies aligned with client objectives and risk tolerance.

John Hebert is the sole advisor at Benchmark Capital Management Corporation in Portsmouth, NH, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has operated Hebert Investment Advisors since 1998. Benchmark Capital Management provides investment supervisory services and manages discretionary portfolios for individuals, corporations, retirement accounts, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a proprietary, mathematically based contrarian investment process that incorporates fundamental, technical, and cyclical analysis, employing a range of strategies including short sales, margin transactions, and options to manage portfolios over long holding periods.

David Sinclair is the sole advisor at Mile High Investments, LLC in Portsmouth, NH, holding Series 63 and Series 65 credentials with 17 years of industry experience. He has managed Mile High Investments since 2011 and concurrently has professional roles with JetBlue Airways, Airman Tax Prep, LLC, and a personal business, David A-Sinclair Jr. Mile High Investments, LLC is an independent registered investment adviser providing discretionary portfolio management and fee-based financial planning primarily to individual and high-net-worth clients. The firm employs a combination of charting, fundamental, technical, and cyclical analysis, offering strategies from long-term investing to active trading including options and margin transactions, with client accounts reviewed monthly by the sole advisor.

Carl Boedecker is an investment advisor representative at Seaport Financial Planning, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at StoneX Securities Inc since 2019. In addition to his advisory work, he is a co-owner of a rental lake house. Seaport Financial Planning primarily serves individual clients and also works with trusts, estates, charitable organizations, corporations, investment companies, and pension or profit-sharing plans. The firm offers comprehensive financial planning and investment advisory services, emphasizing a four-step planning process and diversified allocations aimed at long-term capital appreciation.

Paul Barry is a financial advisor at Middle Street Capital, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as a Public Member of the New Hampshire Board of Mental Health Practice, where he reviews professional standards and licensing for mental health practitioners in the state. Middle Street Capital serves individual and high-net-worth clients with portfolio management and financial planning services, emphasizing long-term investment strategies based on fundamental and cyclical analysis. The firm manages client assets internally on a discretionary basis and recently added estate-planning facilitation through an independent third party.

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.

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.

Lisa Dugan is a CFP® with 28 years of experience in the financial industry. She has been with Secure Planning, LLC since 1998. In addition to her advisory role, she is also licensed as an insurance agent, providing insurance planning as part of the firm's comprehensive financial services. Secure Planning, LLC serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm manages discretionary and non-discretionary portfolios using Modern Portfolio Theory and an efficient market approach, offering financial planning, consulting, and access to third-party asset allocation programs.

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.

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.

Julianne Smith is a financial advisor with Secure Planning, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Secure Planning since 2006. Secure Planning, LLC provides asset management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm serves both non-high-net-worth and high-net-worth clients and employs an investment approach based on Modern Portfolio Theory and an efficient market philosophy, offering discretionary and non-discretionary portfolios with quarterly rebalancing.

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.

Jeffrey Keefe is a financial advisor with Whole Wealth Management in Portsmouth, NH, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked with Commonwealth Financial Network for 20 years and has been with Whole Wealth Management since 2007. Additionally, he serves as a notary public and is involved in commercial real estate through a separately managed entity. Whole Wealth Management provides custom financial planning services to individuals, institutions, and organizations, focusing on a detailed client discovery process and long-term, tax-aware asset allocation. The firm does not manage assets directly but offers planning on an hourly or fixed-fee basis, with implementation left to the client through third-party custodians or broker-dealers.