Gregory Farland is a financial advisor at Alliance Private Wealth, LLC with 19 years of industry experience. He holds the CFP® designation and Series 63 license. His career includes roles at Commonwealth Financial Network since 2007 and managing The Farland Group from 2007 to 2019. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and businesses with discretionary investment management, financial planning, retirement plan advisory, and exit-planning services. The firm emphasizes a primarily long-term, diversified investment approach and offers additional resources such as newsletters and webinars for business owners.

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.

Luis Trigueros is a financial advisor at Independence Financial Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Independence Financial Advisors, he worked at Lockwood Hills Federal, LLC and has held positions in healthcare and mental health organizations. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, offering separately managed account portfolio management and financial planning services. The firm manages assets on both discretionary and non-discretionary bases using defined model allocations and an internal approved list of securities.

Luca D Italia is a Certified Financial Planner® with 15 years of industry experience, currently serving as an advisor at Independence Financial Advisors, LLC. He has worked with Franklin Savings Bank since 2015 and previously spent three years at Infinex Investments, Inc. In addition to his advisory role, Mr. D Italia assists clients with fixed annuities and fixed life insurance products through his work with Consolidated Life Producers. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, offering separately managed accounts and financial planning. The firm employs defined model allocations and internal security selections, managing most portfolios on a discretionary basis while accommodating client-imposed restrictions.

Alfred Romano Jr. is a financial advisor at Financial Transparency with 27 years of industry experience. He holds the PFS™ and Series 66 credentials and has worked at firms including Robert G. Stinson & Associates, P.C. and Cssc Brokerage Services, Inc. Romano is involved in trustee services through a personal business, performing duties in accordance with trust documents. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations. The firm employs asset allocation strategies based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering a range of passive and active investment programs tailored to client needs.

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.

Christopher Pessotti is a financial advisor at Independence Financial Advisors, LLC in Franklin, NH, holding a Series 65 designation with seven years of industry experience. He has worked since 2012 at TMMC Inc., where he serves as an insurance agent advising on fixed annuities and fixed life insurance products. Independence Financial Advisors primarily serves individual and high-net-worth clients, offering portfolio management and financial planning services. The firm employs defined model allocations and manages portfolios mostly on a discretionary basis, with a notable client base supported by a seven-advisor team.

Pamela Hannan is a financial advisor with Independence Financial Advisors, LLC in Franklin, NH, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at Independence Financial Advisors since 2011 and previously at infinex Investments, Inc. from 2005 to 2021. Outside of her advisory role, Ms. Hannan is also employed by Consolidated Life Producers, where she assists clients with life, accident, and health insurance products. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, providing separately managed account portfolio management and financial planning services. The firm uses defined model allocations and internal approved securities lists to manage portfolios, often on a discretionary basis, and maintains a high client-per-advisor ratio across its multi-office team.

Joseph Drinon is a financial advisor with Carlson Investments, holding Series 63 and Series 65 registrations and 21 years of industry experience. He has worked at UBS Financial Services since 1978. Carlson Investments is an employee-owned, fee-only advisory firm that manages approximately $735 million for individuals, retirement plans, trusts, and businesses. The firm employs a fundamental analysis approach across Equity, Balanced, and Fixed Income portfolios and provides discretionary investment management alongside financial planning services.

Sarah Burdette is a financial advisor at Whitegate Investment Counselors, Inc. with 20 years of industry experience. She holds Series 66 and Series 65 licenses and has worked at Taylor, Cottrill, Erickson & Associates since 2018 and Harvest Capital Management from 2014 to 2018. Whitegate Investment Counselors serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations by providing portfolio management and focused consulting engagements. The firm emphasizes tailored asset allocation and mutual fund/ETF analysis, managing approximately $545 million in client assets with a compact team of three advisors.

Glen Moore is a financial advisor at Independence Financial Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes six years at Franklin Savings Bank and thirteen years at Market Basket. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, providing separately managed account portfolio management and financial planning services. The firm employs defined model allocations and manages portfolios mostly on a discretionary basis while incorporating client objectives and risk tolerance through financial planning and risk-assessment software.

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.

Eric Nager is a financial advisor at Southern Capital Services, Inc. with 13 years of industry experience. He holds a Series 65 credential and has been with Southern Capital Services since 2000. Outside of his advisory role, he serves as a senior financial analyst for The First Church of Christ, Scientist, and is a member of the Global USA Advisory Board at the University of South Alabama, where he also teaches occasionally. Southern Capital Services, Inc. provides investment supervisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a combination of fundamental and technical analysis, utilizing various investment vehicles and strategies, while operating primarily under discretionary authority with monthly account reviews.

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.

Paul Gatehouse is a financial advisor with Independence Financial Advisors, LLC in Franklin, NH, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Independence Financial Advisors since 2011 and is also employed by Infinex Investments, Inc. Outside of his advisory roles, Gatehouse serves as a corporator and secretary for the executive committee of the Gordon Nash Library and is a director and executive committee member of Bolduc Park, a nonprofit golf and ski facility. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, offering separately managed account portfolio management and financial planning services. The firm manages assets using defined model allocations and conducts regular account reviews, generally managing portfolios on a discretionary basis while allowing client-imposed restrictions.

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.