David Mayes is a CFP®-designated financial advisor with 22 years of industry experience. He is currently affiliated with Three Bearings Fiduciary Advisors, Inc. in Hampton, NH. His prior experience includes roles at Mackensen & Company, Mascoma Wealth Management, LPL Financial, and The James Sterling Company. Three Bearings Fiduciary Advisors provides personalized, fee-only financial planning and discretionary investment management to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, charitable organizations, municipalities, and small businesses. The firm’s investment approach centers on strategic asset allocation using a core-satellite model and emphasizes comprehensive services such as tax preparation and detailed performance reporting.

Bruce Fenton is a financial advisor with Atlantic Financial in Durham, NH, holding Series 65 and Series 63 licenses and 33 years of industry experience. His prior work includes roles at Capital Gain Securities Group, Foris Capital US, Cantella & Co., Inc., and he has been with Atlantic Financial Asset Management Corp. since 2011. He is also 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, uses both fundamental and technical analysis, and offers a range of investment strategies including alternative investments.

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.

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.

William Leibundgut is a financial advisor at Atlantic Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Foris Capital US and Capital Gain Securities Group. Outside of his advisory role, he serves as Vice President of Chainstone Labs, a FinTech company involved in conference planning. Atlantic Financial Asset Management Corp provides portfolio management and asset allocation planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a macro global economic approach and uses both fundamental and technical analysis across a broad range of strategies, including alternative investments.

Eric Flaim is a financial advisor with Estate Planners of New England, LLC, holding a Series 66 designation and 23 years of industry experience. He has been with Estate Planners of New England since 2015 and also works with APW Capital, Inc. Outside of his advisory roles, Flaim engages in public speaking and serves as an assistant ski team coach at St. Thomas High School. Estate Planners of New England, LLC provides discretionary portfolio management and financial planning to individuals, corporations, pension and profit-sharing plans, and other advisors. The firm employs proprietary portfolio models and a mix of investment strategies, focusing on aligning portfolios with clients’ investment policies and risk tolerances.

Eric Giacobba is a Series 65 licensed advisor with 17 years of industry experience. He is currently with BlueLine Advisors and has previously worked at GIA Investment Advisors. Outside of his advisory role, he serves as CEO of Covrd, Inc., a technology company focused on product management, design, sales, and marketing. BlueLine Advisors serves individual and institutional clients, offering fee-based investment advisory, portfolio management, and wealth advisory services. The firm employs a strategic and tactical asset allocation approach using ETFs and mutual funds, with customizable management and a range of analytic techniques and investment strategies tailored to client needs.

Tracy Middleton is a financial advisor at Castle Asset Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Castle Asset Management since 2017. Castle Asset Management provides financial planning, portfolio management, and pension consulting primarily to non-high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses a combination of income-focused and long-term purchase strategies supported by fundamental and technical analysis and modern portfolio theory.

Anthony Zanetti is a financial advisor with Mardin Capital Group in Rye, NH, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Eaton Vance Management, and LPL Financial. Mardin Capital Group provides integrated wealth management services to individuals and families with a focus on discretionary investment management and financial planning. The firm employs a planning-driven, goals-based investment approach that segments assets by time horizon and risk profile, emphasizing long-term discipline and incorporating tax-aware strategies.

Andrew Safir is a CFP® with 14 years of industry experience. He is a founding advisor at Safir Wealth Advisors, LLC, where he has worked since 2017. Prior to that, he spent four years at Coburn & Meredith Inc. Safir Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm provides discretionary portfolio management and comprehensive financial planning, focusing on diversified portfolios with low-cost mutual funds and ETFs alongside selective use of individual securities.

Robert Wofchuck is a CFP® professional at Ledgewood Wealth Advisors, LLC with 23 years of industry experience. He has been with Ledgewood Wealth Advisors since 2005. Ledgewood Wealth Advisors serves individuals, trusts, estates, and business entities with portfolio management and financial planning services. The firm employs fundamental analysis and continuous monitoring, using both discretionary and non-discretionary accounts, and may incorporate active investment techniques based on client objectives and risk tolerance.

Kathryn Chase is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mardin Capital Group. Her prior experience includes roles at LPL Financial and Liberty Mutual Group. She is also a licensed insurance agent and serves as a public notary for her former firm. Mardin Capital Group provides integrated wealth management services to individuals and families, focusing on discretionary investment management and financial planning that align with clients’ goals and risk tolerance. The firm employs a planning-driven, goals-based approach with tax-aware strategies and retains discretionary authority to manage client portfolios.

Barry Dyke is a financial advisor at Castle Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including pension consulting and life insurance since the early 1980s. Outside of advisory services, he is involved in life, disability insurance, and annuity sales. Castle Asset Management, LLC provides financial planning, portfolio management, pension consulting, and financial consulting to individuals and institutional clients such as pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs long-term, income-focused strategies using fundamental and technical analysis within a modern portfolio theory framework.

Troy Zerveskes is a financial advisor with Advisory Resource Group, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2015 and is currently associated with New Hampshire Federal Credit Union. Outside of financial advising, he has a business interest in Hurricane IT LLC, a company involved in the ring/hook game industry. Advisory Resource Group, LLC provides financial planning and consulting services to individuals, high-net-worth clients, and businesses, focusing on written plans and ad-hoc consultations without offering ongoing discretionary investment management. The firm operates on hourly or fixed-fee engagements, with implementation typically handled through affiliated broker-dealer or insurance channels.

Frank Sabin is a CFA® charterholder with 20 years of industry experience and has been with BlueLine Advisors since 2012. He holds a Series 63 license and teaches courses at Southern New Hampshire University outside of his advisory role. BlueLine Advisors provides fee-based investment advisory and wealth management services to individual clients, retirement plans, trusts, estates, and business entities. The firm employs a discretionary portfolio management approach using strategic and tactical asset allocation with a focus on ETFs and mutual funds, and it also serves as a sub-advisor and service provider to other advisers and plan sponsors.

Gregg Marks is a financial advisor with Estate Planners of New England, LLC, holding Series 65, Series 63, and Series 66 credentials and bringing 31 years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Wells Fargo Clearing, UBS Financial Services, Morgan Stanley, and Merrill. Estate Planners of New England, LLC provides discretionary portfolio management and financial planning to individuals, corporations, pension and profit-sharing plans, and other advisors. The firm employs proprietary portfolio models licensed from a partner firm, using fundamental analysis and a mix of strategies to align investments with client risk profiles and objectives.

Lawrence Sarkozy is a financial advisor at Ledgewood Wealth Advisors, LLC in Exeter, NH, holding Series 63 and Series 65 licenses with six years of industry experience. He has been with Ledgewood Wealth Advisors since 2010. Ledgewood Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and business entities by providing portfolio management and financial planning services. The firm employs a fundamental analysis-driven investment process with options strategies and alternative securities when suitable, and maintains a small team managing over $200 million in regulatory assets.