Sarah Burdette is a financial advisor at Whitegate Investment Counselors, Inc. with 20 years of industry experience. She holds Series 65 and Series 66 credentials and has worked previously at Merrill, Harvest Capital Management, and Taylor, Cottrill, Erickson & Associates. Whitegate Investment Counselors serves high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and corporations by providing discretionary and non-discretionary portfolio management, participant-directed 401(k) advisory, IRA rollover recommendations, and targeted consulting. The firm manages approximately $545 million in client assets and focuses on tailored asset allocation and mutual fund/ETF analysis with periodic reviews and institutional brokerage custody.

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.

Charles Wagner is a financial advisor with StoneX Advisors Inc. based in Chichester, NH, holding Series 66 and Series 63 licenses and bringing 22 years of experience in the industry. He has worked with StoneX Securities Inc. since 2019 and also owns 1st Choice Retirement Planning, where he has been involved since 2005 as a licensed insurance broker focused on health, life, annuity, and property and casualty insurance. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm uses various platforms and strategies, including proprietary models and third-party money managers, to implement client portfolios.

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.

Michael Boswak Jr. is a financial advisor at Independent Financial Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Transamerica Financial Advisors, Signator Investors, and IC Advisory Services. Outside of his advisory role, he owns Frontier Financial Group, which provides fixed insurance sales and tax preparation services. Independent Financial Group, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm utilizes a combination of strategic asset allocation, multi-manager portfolios, and active and passive investment approaches through various platforms and third-party manager programs.

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.

John Pickowicz is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Investments and its affiliated entities from 2015 to 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm delivers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

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.

Samarjit Shankar is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at The Colony Group, LLC and Bank of New York Mellon. Shankar serves voluntarily on the boards of the Appalachian Mountain Club and Randolph Church, providing strategic guidance on investment trends for their endowments. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Jennifer Riel is a financial advisor with Independent Financial Group, LLC and holds a Series 66 designation. She has two years of industry experience, including prior work at The Investment Center, Inc. In addition to her financial career, she has served in municipal roles for multiple towns in New Hampshire since 2014. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through various platforms, utilizing both firm and third-party models that combine strategic asset allocation and ongoing due diligence.

Cody Steed is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and three years of industry experience. Prior to joining OSAIC Institutions and NHTrust in 2023, he worked at Sherwin Williams and Z1 Express. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that includes both discretionary and non-discretionary accounts.