Joseph Latona is a CFP® professional with 21 years of experience in the financial services industry. He has been with Goldfinch Financial, Inc. since 2015 and is also associated with LPL Financial. In addition to his advisory work, he is a licensed notary. Goldfinch Financial provides financial planning and consulting services to individuals, trusts, charitable organizations, and businesses. The firm focuses on broad-based or modular written plans and targeted advice without offering discretionary portfolio management or taking custody of client assets.

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.

James Perry is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Cohen Investment Advisors since 2025 and previously held roles at Applied Capital Management, Natixis Distribution, L.P., and MFS Investment Management. Cohen Investment Advisors offers 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 based on fundamental analysis and conducts ongoing account monitoring with quarterly reviews.

Keith Burbank is a financial advisor at Capitol Wealth Management with 12 years of industry experience. He holds a Series 65 designation and has worked at Capitol Wealth Management since 2017, following four years at Boston Asset Management Inc. Capitol Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a tactical allocation approach to discretionary portfolio management, combining fundamental, technical, and cyclical analysis to tailor investment strategies according to clients’ objectives, risk tolerance, and time horizons.

David Woolpert is a financial advisor at Altus Investment Group in Concord, NH, holding a Series 63 designation with 29 years of industry experience. He has been with Altus Investment Group since 2003 and also teaches at the Concord Community Music School, a role he has held since 1996. Altus Investment Group provides personalized financial planning and analysis to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes discovery and written plans over ongoing asset management and operates primarily on fixed and hourly fees rather than percentage-of-assets billing.

Jenny Rivard is a financial advisor with American Wealth Protection Financial, LLC, holding a Series 65 designation and eight years of industry experience. She has worked at Truth of Investing since 2018 and previously at The Cloutier Group's Estate & Financial Strategies from 2016 to 2018. In addition to her advisory role, Rivard is the owner and attorney at AWP Legal LLC, a law firm based in Manchester, NH. American Wealth Protection Financial, PLLC provides investment management, financial planning, and consulting services to individuals, personal trusts and estates, nonprofits, corporations, and other advisers. The firm manages approximately $70 million and employs a long-term, tailored investment approach using exchange-traded funds, combining fundamental, technical, and quantitative analysis to construct 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.

Clayton Poole is a financial advisor at Capitol Wealth Management in Concord, NH, holding a Series 65 designation with no prior industry experience. He has a background in music production and event management as co-owner and director of business at CP Music Productions since 2012. Capitol Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, managing approximately $34.7 million for about 59 clients. The firm employs a tactical allocation approach with discretionary portfolio management, incorporating fundamental, technical, and cyclical analysis to tailor strategies to each client’s objectives and risk tolerance.

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.

Laura Provost is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been associated with LPL Financial since 2012 and Altus Investment Group since 2013. Provost is also involved in the sale of fixed life, long-term care, disability insurance, and fixed annuities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory solutions supported by in-house research, model portfolios, and a variety of investment management options tailored to client needs.

Patrick Grasso is a financial advisor at Robbins Farley LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Vision Capital Partners, Affinia Financial Group, and The Ayco Company, L.P., a Goldman Sachs company. Robbins Farley is an independent registered investment adviser serving individuals, families, foundations, pensions, and corporations. The firm employs a top-down investment process aligned with macroeconomic conditions and client objectives, offering wealth planning, discretionary asset management, and retirement plan consulting services.

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.

Colleen Farley is a Series 66 licensed financial advisor with Robbins Farley LLC in Bedford, NH, where she has worked since 2017. She has 21 years of industry experience, including five years at Wells Fargo Advisors. Outside of her advisory role, she serves as a board member for Associated Grocers of New England and works as a notary public. Robbins Farley is an independent registered investment adviser serving individuals, families, foundations, pensions, and corporations. The firm manages approximately $253 million in assets and employs a top-down investment process that incorporates tailored portfolio models and derivatives strategies, alongside wealth planning and discretionary asset management services.

James Steproe is a financial advisor at Capitol Wealth Management in Concord, NH, holding Series 63, 65, and 66 licenses with 10 years of industry experience. He has been with Capitol Wealth Management since 2017 and previously worked at Boston Asset Management, Inc. for one year. Capitol Wealth Management is a four-advisor firm serving individual and high-net-worth clients with fee-based investment advisory and financial planning services. The firm uses a tactical allocation strategy combining fundamental, technical, and cyclical analysis to manage discretionary portfolios designed to reduce risk and seek improved performance.

Daniel Cohen is a CFP® with 32 years of industry experience and has been with Cohen Investment Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses. Cohen serves as vice president and executive committee member of the Boys & Girls Club of Manchester and is a trustee of the Foundation of the Jewish Federation of New Hampshire. He also manages finances for a local Pilates studio and serves on the board of Derryfield School. Cohen Investment Advisors provides financial planning, consulting, and discretionary investment management to individuals, pooled investment vehicles, profit sharing plans, trusts, and estates. The firm employs proprietary, model-based allocations combining fundamental, technical, and cyclical analysis, and sponsors a private real estate fund alongside managing multiple offices.

John Dougherty is a financial advisor at Glenwood Investment Group, LLC in Manchester, NH, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Steward Partners, among others. Glenwood Investment Group provides personalized financial planning and investment management services to individuals, trusts, small businesses, estates, and a charitable organization, focusing on a strategic core-and-satellite asset allocation approach with ongoing portfolio monitoring and quarterly reviews.

Ronald Valpey is a CFP® and holds a Series 66 license with 24 years of experience in the financial advisory industry. He has been with Valpey Financial Services LLC since 2010, where he serves as one of two advisors. Valpey Financial Services LLC provides portfolio management, financial planning, and consulting to individual, high-net-worth, and certain corporate clients. The firm employs a strategic asset allocation approach with diversified portfolios and emphasizes low-cost passive indexing, using active managers selectively based on net-of-cost evidence.

Christine Keller is a CFP® and holds Series 66, 65, and 63 licenses with four years of experience in financial services. She is affiliated with Apex Wealth Management, LLC in Bedford, NH, and has prior experience in the mortgage industry with firms including Supreme Lending and Embrace Home Loans. Outside of her advisory role, Keller works as a loan officer at Annie Mac Mortgage, assisting clients in selecting mortgage loan options suited to their personal circumstances. Apex Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive wealth management, and financial planning. The firm constructs customized investment portfolios primarily using ETFs, individual stocks, and mutual funds, with an investment approach that emphasizes fundamental analysis and tailored asset allocation based on clients’ goals and risk tolerance.

Thomas Stephen is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Glenwood Investment Group, LLC since 2018 and previously held roles at Valmark Advisers, Inc. and Valmark Securities, Inc. He is based in Manchester, NH. Glenwood Investment Group provides personalized financial planning and investment management services to individuals, trusts, small businesses, estates, and a charitable organization. The firm uses a strategic asset allocation with a core-and-satellite approach, combining actively managed funds, index funds, and ETFs, and offers continuous portfolio supervision along with financial and non-securities advice.