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.

Kate Graham is a financial advisor at Carlson Investments with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, INC. Carlson Investments is an employee-owned, fee-only advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs fundamental analysis across Equity, Balanced, and Fixed Income portfolio styles and provides publicly reported performance information alongside comprehensive 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.

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.

Colby Wolfe is a financial advisor at Whitegate Investment Counselors, Inc. in Concord, NH, holding a Series 65 designation with two years of industry experience. Prior to joining Whitegate, he worked at Queen's University Belfast and the University of New Haven. Whitegate Investment Counselors serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations by providing discretionary and non-discretionary portfolio management and targeted consulting engagements. The firm manages approximately $545 million in client assets and emphasizes tailored asset allocation and mutual fund/ETF analysis.

Stephen Murray is a CFA® charterholder with 17 years of industry experience, currently serving at Eldridge Investment Advisors Inc. in Manchester, NH, where he has worked since 2016. He holds the Series 63 license and is part of an eight-advisor team. Eldridge Investment Advisors provides personalized investment advisory and financial planning services to a diverse client base, including individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a range of investment methods tailored to client objectives and risk tolerances, and it offers both discretionary and non-discretionary account management.

Joseph Drinon is a financial advisor at Carlson Investments in Concord, NH, holding Series 63 and Series 65 licenses with 21 years of industry experience. Prior to joining Carlson Investments, he worked at UBS Financial Services from 1978 to 2007. Carlson Investments is an employee-owned, fee-only advisory firm managing approximately $735 million for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs fundamental analysis across Equity, Balanced, and Fixed Income portfolio styles and reports performance publicly, operating without commission arrangements or third-party product sales.

Sarah Burdette is a financial advisor with Whitegate Investment Counselors, Inc. in Concord, NH. She holds Series 65 and Series 66 licenses and has 20 years of industry experience, including roles at Merrill from 2001 to 2014, Harvest Capital Management from 2014 to 2018, and Taylor, Cottrill, Erickson & Associates since 2018. Whitegate Investment Counselors provides portfolio management, participant-directed 401(k) advisory, IRA rollover recommendations, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach emphasizes tailored asset allocation, mutual fund and ETF analysis, and a combination of long-term and short-term strategies, managing approximately $545 million in client assets.

Eric Putney is a financial advisor with LPL Financial in Manchester, NH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Eldridge Investment Advisors, Stephen Eldridge & Company, and LPL Financial since 2002. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory financial products.

Stephen Eldridge is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 53 years of industry experience. He has been associated with LPL Financial and Eldridge Investment Advisors, Inc. since 1992 and has operated Stephen Eldridge & Co. since 1977. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Sean Riley is a financial advisor with LPL Financial in Manchester, NH, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Eldridge Investment Advisors and Stephen Eldridge & Co. since 2007, where he is involved in pension administration through a third-party administrator role. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by in-house research and a large network of investment adviser representatives.

Lucas Gagne is a Series 65-licensed advisor with Affinity Investment Group, LLC, where he has worked for three years. His prior experience includes roles at Channel Building Company, Inc., and the University of Vermont. He is also an independent insurance agent, dedicating a portion of his time to this activity outside of his advisory work. Affinity Investment Group serves individuals, trusts, estates, charitable organizations, and business entities by providing investment management and financial planning. The firm employs a strategic asset-allocation, core-and-satellite approach using no-load or load-waived mutual funds and passive ETFs as the core, supplemented with actively managed funds.

Susan Eldridge is a financial advisor with Eldridge Investment Advisors Inc. in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at LPL Financial, LLC and Stephen Eldridge & Co. since the early 1990s. Outside of her advisory roles, she is involved in an insurance agency affiliated with Stephen Eldridge & Co. Eldridge Investment Advisors, Inc. serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations, managing approximately $791 million in discretionary assets. The firm customizes portfolios based on clients’ goals, time horizons, and risk tolerances using multiple analysis methods, and offers retirement plan services including fiduciary 3(38) management and plan monitoring.

Thomas Lewry IV is a financial advisor at Curbstone Financial Management Corp. in Manchester, NH, with 53 years of industry experience. He has been with Curbstone since 1983. Lewry holds a Series 63 designation. Curbstone Financial Management Corp. provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients such as endowments, charitable organizations, and pension plans. The firm manages portfolios using an Enhanced Relative Return strategy focused on disciplined asset allocation and conducts regular reviews of holdings and asset allocation.

Pamela Diamantis is a financial advisor with Curbstone Financial Management Corp. in Manchester, NH, holding a Series 65 designation and over 20 years of industry experience. She has worked at US Trust/State Street since 2000. Pamela serves as General Partner of the Impact NH Series Fund, LP, a limited partnership aimed at encouraging women to become angel investors and supporting businesses with women in leadership roles. She also serves on the Board of Directors of Primary Bank. Curbstone Financial Management Corp. provides discretionary investment management to individuals, including high-net-worth clients, and a variety of institutional clients. The firm focuses on portfolio construction and asset allocation within a single Enhanced Relative Return strategy, employing fundamental and technical analysis across securities, mutual funds, and ETFs.

Glenn Sweeney is a CFA® charterholder with 27 years of industry experience. He is a principal at Sweeney Financial Advisors in Manchester, NH, where he has worked since 1998. Prior to his current role, he was associated with Bedford 360 LLC. Sweeney Financial Advisors serves individuals and families, including high-net-worth clients, as well as trusts, endowments, retirement-plan sponsors, and business entities. The firm provides fee-only financial planning and discretionary investment management, focusing on tailored portfolios that incorporate tax considerations and a mix of low-cost funds, individual fixed-income securities, and private alternative investments.

Daniel Bednarczyk is a financial advisor at Carlson Investments with a Series 65 designation and five years of industry experience. He has worked at DL Carlson Investment Group since 2020 and has a background with SBLI of Massachusetts dating back to 2009. D.L. Carlson Investment Group is an employee-owned, fee-only advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $735 million across about 360 client relationships, using fundamental analysis to guide investment decisions implemented through a variety of portfolio styles and strategies.

Kevin Whitmore is a financial advisor at Eldridge Investment Advisors Inc. with 48 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Eldridge Investment Advisors, Linsco/Private Ledger, and Stephen Eldridge and Co. since 2005. Eldridge Investment Advisors, Inc. provides discretionary and non-discretionary investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $791 million in discretionary assets with an eight-advisor team and customizes portfolios based on clients’ goals, time horizons, and risk tolerances using various analytical approaches.

Melvin Severance III is a CFP® with 42 years of experience, serving as an advisor at Curbstone Financial Management Corporation since 1984. He holds a Series 63 license and is based in Manchester, NH. Severance is a general partner in a limited partnership that supports women angel investors and invests in women-led, locally based businesses. Curbstone Financial Management serves individuals, including high-net-worth clients, and institutional clients such as endowments and pension plans. The firm employs a discretionary Enhanced Relative Return strategy focused on disciplined asset allocation and combines fundamental and technical analysis in managing portfolios.