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.

Mark Govoni is a financial advisor at Empirical Asset Management, LLC with 21 years of industry experience. He previously worked for Boston Asset Management Inc for 15 years before joining Empirical in 2024. Outside of his advisory role, he operates a nursery business in Warner, New Hampshire. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using a proprietary methodology and manages multiple model strategies with a focus on low-cost ETFs, mutual funds, and select individual securities.

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.

James Mullins is a CFA® charterholder and holds a Series 66 license with 25 years of experience in the financial industry. He has been with DL Carlson Investment Group, Inc. since 2001. Mullins works as part of an eight-advisor team based in Concord, NH. DL Carlson Investment Group is an employee-owned, fee-only advisory firm managing approximately $735 million for individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm uses fundamental analysis across Equity, Balanced, and Fixed Income portfolio styles, employing various strategies including long-term holdings and option writing, and provides detailed performance reporting alongside client financial planning services.

Paulette Wolfe is a financial advisor at Whitegate Investment Counselors, Inc. in Concord, NH, holding a Series 65 designation with 19 years of industry experience. She has been with Whitegate Investment Counselors since 1995. Whitegate Investment Counselors, Inc. is a privately owned SEC-registered firm providing portfolio management and financial consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm customizes portfolios based on client-specific factors and employs a range of investment strategies, including individual securities, mutual funds, ETFs, and options, with regular account reviews and a focus on tax considerations.

Alan Rattee Jr. is a financial advisor with Carlson Investments, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at Fidelity Investments and Hamilton College. Carlson Investments is an employee-owned, fee-only advisory firm managing approximately $735 million across about 360 client relationships. The firm offers discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, employing fundamental analysis across Equity, Balanced, and Fixed Income portfolio styles.

Kyle Fellers is a financial advisor at Carlson Investments with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at DL Carlson Investment Group, Inc. since 2016. D.L. Carlson Investment Group is an employee-owned, fee-only advisory firm that manages approximately $735 million for individuals, institutions, and organizations. The firm uses fundamental analysis to guide investment decisions across Equity, Balanced, and Fixed Income portfolios and provides discretionary management along with financial planning services.

Maxwell Kemper is a financial advisor at Carlson Investments with a Series 65 designation and one year of industry experience. Prior to joining Carlson Investments, he worked at EliseAI and PwC. Carlson Investments is an employee-owned, fee-only advisory firm managing approximately $735 million across around 360 client relationships. The firm offers discretionary investment management and financial planning to individuals, institutions, and charitable organizations, employing fundamental analysis and a variety of portfolio strategies across Equity, Balanced, and Fixed Income styles.

Richard Habermann Jr. is a financial advisor at Carlson Investments with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Carlson Dl Investment Group Inc since 2013. Carlson Investments is an employee-owned, fee-only advisory firm managing approximately $735 million across about 360 clients. The firm provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, using fundamental analysis across equity, balanced, and fixed income portfolios.

Deborah Ray is a financial advisor at Arax Advisory Partners with 16 years of industry experience. She holds a Series 66 designation. Her prior roles include positions at Merrill Lynch and U.S. Capital Wealth Advisors. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services such as portfolio management, financial planning, and retirement plan consulting, utilizing both internal and external managers alongside traditional and alternative investments.

Robin Morrell is a CFP® professional with over 36 years of experience in the financial industry. He is currently with First Heartland Consultants, Inc. and has previously worked at Ameriprise Financial Services, Flatiron Financial Group, LPL Financial, Banc of America Investment Services, and Merrill. Outside of his advisory role, he teaches water aerobics at the Granite YMCA in Manchester, NH. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management, financial planning, and a model-based self-directed brokerage account program for 401(k) participants.

Chad Joshpe is a CFP® and ChFC® with 21 years of industry experience. He is currently with Fortis Capital Advisors, LLC and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he is a motivational speaker and youth sports coach. Fortis Capital Advisors provides customized financial advice and portfolio management services to individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm employs a variety of investment strategies, including passive, active, tactical, and ESG-oriented options.

Nicholas Davis is a Series 66 credentialed advisor at Blueprint Financial Advisors with 13 years of industry experience. His prior roles include positions at Hemlock Creek Wealth Management, Raymond James Financial Services, and Edward Jones. Outside of financial advising, he is a partner in Anxiety Guys LLC, a coaching business focused on reducing PTSD and anxiety for individuals and corporations. Blueprint Financial Advisors is a multi-advisor firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets and employs a proprietary strategic-and-tactical investment framework across diversified asset classes to manage client portfolios.

Sarah Davis is a financial advisor with Blueprint Financial Advisors and holds a Series 66 designation. She has seven years of industry experience, including roles at Edward Jones and Raymond James Financial Services. In addition to her advisory duties, she is a licensed insurance agent with Blueprint Insurance Services. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm that manages approximately $1.4 billion in client assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a proprietary strategic-and-tactical investment framework across diversified asset classes.

Steve Palmer is a financial advisor at New Edge Wealth with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at NHTrust, Infinex Investments, Securities America, MetLife Securities, and New England Securities. Palmer serves as a board member of Families in Transition, a nonprofit focused on preventing homelessness. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering wealth strategy, financial planning, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, integrating independent managers and technology tools, including AI-assisted analytics, into its advisory approach.

Tyler Bennett is a financial advisor at AlphaStar Capital Management with two years of industry experience. He holds a Series 65 designation and has worked at AlphaStar and Abbott Bennett Advisory Services, among other roles. Outside of finance, he is involved with Pyrotechnico, a fireworks display and sales company, where he serves as a licensed technician. AlphaStar Capital Management manages approximately $1.84 billion for a range of clients including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and subadvisory services, using strategic asset allocation and quantitative analysis in its investment approach.

Geoffrey Tuthill is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Mariner. He has previously worked at Independence Financial Advisors, Northwestern Mutual Wealth Management Company, Fidelity Investments, and other firms. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines discretionary portfolio management with in-house research and third-party allocations, while providing integrated tax and accounting support uncommon among large advisory enterprises.

Cameron York is a Series 66 credentialed advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. Prior to joining the firm, he worked in various physical therapy and rehabilitation roles from 2015 to 2025. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory services.

Todd O'Connell is a financial advisor with Bankers Life Advisory Services, Inc. in Concord, NH, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Bankers Life Advisory Services and its affiliated entities since 2016 and has worked in insurance sales and management at Bankers Life and Casualty since 1998. He also manages and trains insurance agents in addition to his advisory role. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to develop tailored investment strategies and offers access to various securities through both wrap and non-wrap programs.

Jaimie Sousa is a CFP® and holds a Series 66 license with 12 years of experience in the financial advisory industry. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Independence Financial Advisors, Cambridge Investment Research Advisers, and The Foundry Financial Group. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, providing investment management, financial and tax planning, family office services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds.