James Grace is a CFP® with 16 years of experience in the financial services industry. He is the sole advisor at Modern Financial Wellness, an independent registered investment adviser based in Portsmouth, NH. Prior to founding Modern Financial Wellness, Mr. Grace worked at Silver Pine Capital, LLC for eight years and held positions at United Bank and Infinex Investments, Inc. He continues to provide advisory services to clients of Silver Pine Capital on a limited basis. Modern Financial Wellness serves individuals, high-net-worth clients, and small businesses with fee-only discretionary investment management and financial planning. The firm’s investment approach is based on asset allocation and Modern Portfolio Theory, blending passive and active strategies while offering customized ESG options and coordinating tax preparation for clients.

Anthony Petrilli is the sole advisor at Petrilli Capital Management LLC in Portsmouth, NH, holding a Series 65 designation with 13 years of industry experience. He has served as Chief Executive Officer of ViewTrade Holding Corporation and its subsidiary Orbis Systems Inc., which provides technology products and services to financial firms, since 2009. Anthony holds a minority ownership interest in ViewTrade Holding Corporation but maintains no affiliation between Petrilli Capital and ViewTrade entities. Petrilli Capital Management provides discretionary investment management to high-net-worth individuals, families, trusts, corporations, and pension or profit-sharing plans. The firm employs an active, strategy-level investment approach across two main strategies, utilizing a broad range of instruments and trading techniques, and serves both individual and institutional clients.

Jennifer Arps is a financial advisor with Atlantic Coast Financial in Kennebunk, ME, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior roles include positions at Salem Advisory Group, LLC and Embrace Home Loans. She also maintains a separate insurance sales practice. Atlantic Coast Financial provides discretionary investment management and financial consulting to individuals, high-net-worth clients, small businesses, trusts, and estates. The firm manages approximately $59.7 million in client assets across 248 relationships, employing a long-term investment approach that integrates fundamental and technical analysis.

William Foshay is a financial advisor at OADE Financial in Portsmouth, NH, holding a Series 65 designation with seven years of industry experience. He has been with OADE Financial since 2018 following a period of retirement from 2015 to 2018. OADE Financial provides comprehensive financial planning services to individuals and high-net-worth clients, focusing on retirement readiness, cash flow, insurance, estate planning, and debt reduction. The firm employs a passive, allocation-based investment approach using no-load, low-cost mutual funds and fixed income securities, offering advice on a fixed, tiered fee basis without discretionary authority over client assets.

Thad Ackerman is a financial advisor at Silver Maple Financial, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Silver Maple Financial since 2007. His prior experience includes roles at AFT Amesbury and Amesbury Public Schools. Silver Maple Financial provides financial planning and investment management primarily for individual clients, offering services ranging from one-time plans to ongoing account monitoring. The firm employs a non-discretionary investment approach focusing on passive, low-cost ETFs and mutual funds, emphasizing long-term holdings, annual rebalancing, and risk-conscious asset allocation.

Nicholas Drew is the sole advisor at Drew Wealth Management, an independent, fee-only advisory firm based in Portsmouth, NH. He holds a Series 66 designation and has 17 years of industry experience, including roles at Fidelity and Edward Jones. Drew Wealth Management provides wealth management and comprehensive financial planning services to individuals and high-net-worth clients. The firm manages approximately $102 million in discretionary assets for about 81 clients, offering customized asset allocation and portfolio construction using a blend of fundamental and technical analysis, modern portfolio theory, and a mix of passive and active investment vehicles. It employs outside managers and uses a sub-advisory arrangement with 55ip to implement certain BlackRock model portfolios and automated tax-loss harvesting.

Mark Berube is a financial advisor at Patriot Advisory Group in Portsmouth, NH, holding the ChFC® designation with 24 years of industry experience. He was previously affiliated with Commonwealth Financial Network from 2002 to 2005 and has worked at Patriot Advisory Group since 2002. Berube is also a licensed health and life insurance agent. Patriot Advisory Group is an independent investment adviser that offers discretionary portfolio management and financial planning to individuals, high-net-worth clients, and trusts. The firm employs a range of investment strategies across various asset classes to align with client objectives and risk tolerance.

John Hebert is the sole advisor at Benchmark Capital Management Corporation in Portsmouth, NH, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has operated Hebert Investment Advisors since 1998. Benchmark Capital Management provides investment supervisory services and manages discretionary portfolios for individuals, corporations, retirement accounts, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a proprietary, mathematically based contrarian investment process that incorporates fundamental, technical, and cyclical analysis, employing a range of strategies including short sales, margin transactions, and options to manage portfolios over long holding periods.

David Sinclair is the sole advisor at Mile High Investments, LLC in Portsmouth, NH, holding Series 63 and Series 65 credentials with 17 years of industry experience. He has managed Mile High Investments since 2011 and concurrently has professional roles with JetBlue Airways, Airman Tax Prep, LLC, and a personal business, David A-Sinclair Jr. Mile High Investments, LLC is an independent registered investment adviser providing discretionary portfolio management and fee-based financial planning primarily to individual and high-net-worth clients. The firm employs a combination of charting, fundamental, technical, and cyclical analysis, offering strategies from long-term investing to active trading including options and margin transactions, with client accounts reviewed monthly by the sole advisor.

Paul Barry is a financial advisor at Middle Street Capital, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill and Wells Fargo Advisors. He serves as a public member of the New Hampshire Board of Mental Health Practice, reviewing professional standards and licensing for mental health practitioners in the state. Middle Street Capital provides portfolio management and advisory services to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs an evidence-based, long-term investment approach focused on diversification through low-cost funds and customizes portfolios based on client Investment Policy Statements.

Kathryn Shea is the sole advisor at Chez Shea LLC in Dover, NH, holding a Series 65 designation with 19 years of industry experience. She previously worked at David Wendell Associates for eight years and had a voluntary unemployment period before founding her current firm. Chez Shea LLC provides non-discretionary investment portfolio recommendations to individuals, trusts, and charitable organizations, as well as analytical consulting and written company research to institutional clients. The firm employs a bottom-up, fundamental analysis approach with a long-term, tax-sensitive focus, primarily investing in large- and mid-cap equities.

Lisa Dugan is a CFP® with 28 years of experience in the financial industry. She has been with Secure Planning, LLC since 1998. In addition to her advisory role, she is also licensed as an insurance agent, providing insurance planning as part of the firm's comprehensive financial services. Secure Planning, LLC serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm manages discretionary and non-discretionary portfolios using Modern Portfolio Theory and an efficient market approach, offering financial planning, consulting, and access to third-party asset allocation programs.

Weld Butler is a financial advisor with Harbor Advisory Corporation, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Harbor Advisory Corporation since 1986. Outside of his advisory role, Mr. Butler is an owner of a condominium associated with the firm. Harbor Advisory Corporation provides discretionary investment management for approximately 154 clients, including families, trusts, foundations, and institutions. The firm offers personalized asset allocation plans based on economic, fundamental, and technical analysis, and supplements portfolio management with retirement, estate, and tax planning, among other services.

Richard Hilow is a financial advisor at Straight Forward Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2012. In addition to his advisory role, he is involved in related businesses including tax preparation, bookkeeping, and an insurance agency. Straight Forward Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, business entities, and qualified retirement plans. The firm manages approximately $33.3 million in discretionary assets and employs a range of investment strategies tailored to client objectives, including fundamental, technical, charting, and cyclical analysis.

Julianne Smith is a financial advisor with Secure Planning, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Secure Planning since 2006. Secure Planning, LLC provides asset management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm serves both non-high-net-worth and high-net-worth clients and employs an investment approach based on Modern Portfolio Theory and an efficient market philosophy, offering discretionary and non-discretionary portfolios with quarterly rebalancing.

Warren Berger is a financial advisor with Salem Advisory Group LLC, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has been with Salem Advisory Group since 2009 and also worked at Lamaine Industries from 2011 to 2023. Salem Advisory Group serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management and financial planning. The firm tailors investment strategies to client goals and risk tolerance using a combination of fundamental and technical analysis, with account reviews at least quarterly.

Jeffrey Keefe is a financial advisor with Whole Wealth Management in Portsmouth, NH, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked with Commonwealth Financial Network for 20 years and has been with Whole Wealth Management since 2007. Additionally, he serves as a notary public and is involved in commercial real estate through a separately managed entity. Whole Wealth Management provides custom financial planning services to individuals, institutions, and organizations, focusing on a detailed client discovery process and long-term, tax-aware asset allocation. The firm does not manage assets directly but offers planning on an hourly or fixed-fee basis, with implementation left to the client through third-party custodians or broker-dealers.

Raymond Panek is a financial advisor at Odiorne Point Asset Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Estate Planners of New England and People's Securities Inc. In addition to his advisory role, he is a licensed insurance agent offering life insurance and annuity solutions to clients when appropriate. Odiorne Point Asset Management provides discretionary portfolio management and investment advice primarily to individual investors, including retirement accounts. The firm uses a long-term approach with proprietary asset-allocation models and incorporates a range of investment vehicles including mutual funds, ETFs, fixed income, and annuities, operating under discretionary authority aligned with each client’s Investment Policy Statement.

Diane Dubois is a financial advisor at Integrated Wealth Management, LLC with 39 years of industry experience. She holds the Series 63 designation and has worked at her current firm since 2016, following prior roles at Granite Bay Wealth Management and Martel Dorow, Inc. In addition to her advisory role, Diane is a licensed insurance producer and occasionally assists clients with insurance risk analysis, policy modifications, and claims. Integrated Wealth Management serves individual clients, families, and trusts, including high-net-worth households, offering discretionary portfolio management and integrated financial planning. The firm employs a diversified investment approach tailored to investor profiles and emphasizes personalized service with a limited client roster.

Kevin Colley is a CFP® with 28 years of experience in the financial advisory industry. He has been with Salem Advisory Group LLC since 2009 and has been self-employed since 1983. Colley serves as an ad hoc non-voting member of the investment committee at Cheverus High School, a nonprofit Jesuit high school. Salem Advisory Group, LLC manages approximately $76 million for individual and high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary investment management, financial planning, and pension consulting, tailoring portfolios to client objectives through a blend of fundamental and technical analysis and a range of investment strategies.