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.

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.

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.

Mark Lavalle is a financial advisor at KCS Advisors, LLC in Concord, NH, holding a Series 65 designation with 19 years of industry experience. He has been with KCS Advisors since 2010. Outside of his advisory role, he serves as Treasurer for the Bow School District and is a trustee for multiple trusts, including the Bedford Kids First Trust, where he manages trust assets independently of KCS Advisors. KCS Advisors is a privately owned registered investment adviser providing discretionary investment supervisory services and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term, buy-and-hold investment approach focused on diversification, tax awareness, and minimizing trading costs, with occasional use of derivative strategies for specific portfolio management needs.

Clayton Poole is a financial advisor with Capitol Wealth Management in Concord, NH, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He worked at Boston Asset Management, Inc. from 2015 to 2017 before joining Capitol Wealth Management in 2017. Outside of finance, Poole is involved in professional music contracting, conducting orchestras for special occasions, and is a partner in a musical production company performing in a big band. Capitol Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, offering fee-based advisory and financial planning services. The firm uses a tactical allocation approach with discretionary portfolio management to manage risk and pursue performance, tailoring strategies to client objectives and monitoring accounts continuously.

Michael Conlon is a financial advisor at American Wealth Protection Financial, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Markowski Investments, Hillsborough County Attorney Office, Winthrop Bentley Capital LLC, and Advisorassist LLC. In addition to his advisory role, he is a licensed attorney and provides legal services through AWP LEGAL LLC. American Wealth Protection Financial, PLLC offers investment management, financial planning, and consulting services to individuals, trusts, nonprofits, corporations, and other advisers. The firm manages approximately $70 million and employs a long-term, tailored approach to portfolio construction, utilizing fundamental, technical, and quantitative analysis.

Kevin Soles is a financial advisor at KCS Advisors, LLC in Concord, NH, holding Series 63 and Series 65 designations with 24 years of industry experience. He has been with KCS Advisors since 2003. KCS Advisors is a small, privately owned registered investment adviser that provides discretionary investment supervisory services and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term, buy-and-hold investment approach combining fundamental and quantitative analysis with broad diversification and tax awareness.

Monique Pratte is a financial advisor at Gelinas & Company, CPA, PLLC with 11 years of industry experience. She holds a Series 65 designation and has been with Gelinas & Company since 2006. The firm is a CPA practice that also offers investment advisory services, including model portfolio management and financial consulting, primarily through model portfolios or referrals to a third-party investment adviser. Gelinas & Company provides advisory services alongside its accounting practice, with an emphasis on referral and consulting engagements rather than direct asset management.

David Lanzillo is a financial advisor at Robbins Farley LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors from 2013 to 2017. Lanzillo has been with Robbins Farley since 2017. Robbins Farley LLC provides wealth planning, financial planning, and portfolio management services to individuals, trusts, charitable organizations, and businesses. The firm employs a top-down, macro-driven investment approach and utilizes model portfolios alongside options and derivative strategies tailored to clients’ objectives and risk tolerances.

Madelyn Ducharme is a financial advisor at Altus Investment Group with a Series 66 credential and two years of industry experience. She has worked at firms including J.P. Morgan Securities and RBC Wealth Management. Outside of finance, she is involved with Kate Noel Fitness, a home-based fitness business. Altus Investment Group provides personalized financial planning and consulting services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on tailored financial plans and analyses, with clients retaining control over implementation, and utilizes fee-only, fixed, and hourly planning arrangements rather than asset-based fees.

Allie Henke is a financial advisor at Robbins Farley LLC with four years of industry experience. She holds the Series 66 designation and has previously worked at Saltbox Financial LLC and RBC Wealth Management. Robbins Farley advises individuals, trusts, charitable organizations, and businesses, providing wealth planning, financial planning, and portfolio management services. The firm employs a top-down, macro-driven investment process and uses model portfolios alongside options and derivative strategies tailored to client objectives and risk tolerance.

Daniel Blandini is a financial advisor at Valpey Financial Services LLC with a Series 65 credential. He has been with the firm since 2025 and has prior experience in education and customer service roles, including multiple positions at the University of New Hampshire and work with Mount Washington Cruise Line. Valpey Financial Services is an SEC-registered advisory firm serving individuals, trusts, estates, corporations, and charitable organizations. The firm uses a strategic asset allocation framework to create diversified portfolios tailored to client goals and generally favors passive and low-cost investment strategies.

Michael Panico is a Certified Financial Planner (CFP®) with 23 years of industry experience, currently serving as an advisor at Arcadia Wealth Management, LLC since 2014. He previously worked at GWN Securities Inc. from 2011 to 2016. Outside of his advisory role, Mr. Panico is the principal owner of Arcadia Tax, LLC, which provides tax preparation and planning services, and he is also actively licensed as an insurance agent representing various carriers through Arcadia Financial Group, LLC. Arcadia Wealth Management, LLC is a team-based firm serving individuals, high-net-worth clients, and pension plans by providing portfolio management, financial planning, and pension consulting. The firm applies a combination of fundamental, technical, and quantitative analysis within diversified investment strategies and offers ongoing client reviews and support across discretionary and non-discretionary arrangements.

Kate Graham is a financial advisor with Carlson Investments in Concord, NH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with Fidelity Brokerage Services since 2000, including a role at Fidelity Personal and Workplace Advisors since 2018. Carlson Investments is an employee-owned, fee-only advisory firm managing approximately $735 million across diverse client relationships. The firm uses fundamental analysis to guide investment decisions across Equity, Balanced, and Fixed Income portfolio styles and provides transparent performance reporting alongside stand-alone financial planning services.

Gregory Gagne is a financial advisor with Affinity Investment Group, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Affinity since 1998. Outside of his advisory role, he works as an independent insurance agent, dedicating a portion of his time to this activity. Affinity Investment Group serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $515 million in client assets using a core-and-satellite asset allocation strategy focused on mutual funds and ETFs, with portfolio supervision tailored to client objectives and tax considerations.

Bryce Schuler is a CFP® with five years of industry experience, currently serving as a financial advisor at Tableaux Wealth. His prior roles include positions at Baldwin & Clarke Advisory Services LLC, New England Private Wealth Advisors LLC, and American Investment Services, Inc. He is also a Treasurer and Board Member of the Francestown Village Water Company, a nonprofit organization providing water services in Francestown, NH. Tableaux Wealth is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and trustee/executor services, managing approximately $230 million with an investment approach that incorporates fundamental analysis, modern portfolio theory, and both traditional and derivative instruments.

Justin Eldridge is a financial advisor at Eldridge Investment Advisors Inc. in Manchester, NH, with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Stephen Eldridge & Company. Eldridge Investment Advisors provides personalized investment advisory and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a range of investment strategies aligned with client objectives and risk tolerances and offers both discretionary and non-discretionary account management.

Craig Garner is a financial advisor with Eldridge Investment Advisors Inc. in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Eldridge Investment Advisors and LPL Financial since 2010 and has been involved with Stephen Eldridge & Company, Inc. since 1990. Outside of his advisory role, he performs and arranges music for a brass quintet and has written training material for the American Retirement Association. Eldridge Investment Advisors, Inc. provides discretionary and non-discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm customizes portfolios based on clients’ goals, time horizons, and risk tolerances, employing various analysis methods and offering retirement plan services including ERISA 3(38) fiduciary arrangements.

Sean Clarke is a financial advisor with BCAS, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Baldwin & Clarke Advisory Services since 2011 and previously spent 20 years at 1 St Bccw Capital Corp. Baldwin & Clarke Advisory Services provides fee-based wealth management and financial planning to individuals, families, businesses, charitable organizations, and qualified retirement plans. The firm uses an institutional, open-architecture “management of managers” approach, combining asset-allocation modeling with a variety of investment vehicles, and offers specialized services including business exit planning and a proprietary digital platform called WealthDirect.