Andrew Hager is a financial advisor with Hager Investment Management Services, LLC, holding a Series 65 designation and 26 years of industry experience. He has been with Hager Investment Management Services since 2014. Hager Investment Management Services is a family-managed registered investment adviser serving individuals, high-net-worth clients, small businesses, charities, trusts, and estates. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services, employing a combination of fundamental, quantitative, and cyclical analysis along with modern portfolio theory to tailor portfolios to client objectives and risk tolerance.

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 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.

Rachel Dadian is a financial advisor at The Foundry Financial Group, Inc. in Laconia, NH, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Cambridge Investment Research Advisors, Meredith Village Savings Bank, and Sardinha Brands, Inc. The Foundry Financial Group advises individuals, high-net-worth clients, and employer-sponsored retirement plans with services ranging from financial planning to discretionary and non-discretionary portfolio management. The firm utilizes a blend of top-down macroeconomic analysis and modern portfolio theory, constructing portfolios primarily with ETFs, mutual funds, fixed income, and other pooled vehicles, while incorporating less-common instruments and serving as an ERISA investment fiduciary for trustee-directed plans.

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.

Michael Fogarty is a financial advisor at The Foundry Financial Group, Inc. in Laconia, NH, holding CFP® and ChFC® designations with 34 years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. and Fogarty Associates, Inc. prior to his current role. Outside of advisory work, he is the owner of AEHT LLC, a real estate-related business. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans, offering investment management, financial planning, and retirement plan consulting to approximately 300 clients with $250 million in assets under management. The firm employs top-down macroeconomic analysis combined with modern portfolio theory to guide strategic and tactical allocations, utilizing a range of investment vehicles such as mutual funds, ETFs, fixed income, and alternative funds.

Sarah Anderson is a Series 65-licensed financial advisor at The Foundry Financial Group, Inc. with five years of industry experience. She has worked at The Foundry Financial Group since 2019, including a prior role at Cambridge Investment Research Advisors. Outside of her advisory work, she is a member of Bayview Properties LLC, a real estate business. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans, managing approximately $250 million in assets for around 300 clients. The firm uses a combination of top-down macroeconomic analysis and modern portfolio theory to guide investment strategies, employing a range of vehicles such as mutual funds, ETFs, interval funds, and independent managers.

Michael Blanchard is a financial advisor at Aegis Wealth Management, Inc. with 41 years of industry experience. He holds a Series 63 designation and has previously worked at Foundations Investment Advisors, Gradient Advisors, and Financial Security Associates Inc., where he remains president and owner. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-adviser approach by delegating portfolio management to several sub-advisers while tailoring allocations to client objectives.

Daniel Rivet is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at The Foundry Financial Group, Inc. since 2017 with prior roles at Cambridge Investment Research and Putnam Investments. The Foundry Financial Group, Inc. provides advisory services to individuals, high-net-worth clients, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach combines macroeconomic analysis with modern portfolio theory, utilizing a range of instruments including ETFs, mutual funds, and specialized exchange-traded products.

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.

Brady Martin is a financial advisor at The Foundry Financial Group, Inc. with a Series 65 credential and one year of industry experience. Prior to joining The Foundry Financial Group, he worked at Northwestern Mutual and has a background that includes positions in education and hospitality. Outside of financial advising, he works as a server at Gridiron Restaurant. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans with investment management, financial planning, and retirement plan consulting. The firm employs top-down macroeconomic analysis and modern portfolio theory to guide strategic and tactical allocations, utilizing a range of investment vehicles such as mutual funds, ETFs, and less-liquid structured products.

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.

Joshua Allen is a CFP®-credentialed financial advisor with five years of industry experience. He is currently with The Foundry Financial Group, Inc. and has previously worked at NHTrust, NYLIFE Securities LLC, and New York Life. Outside of his advisory role, Allen serves on the finance board of Living Hope Lakeport and is a board member for the Town of Meredith Parks and Recreation. The Foundry Financial Group, Inc. serves individuals, high-net-worth clients, and employer-sponsored retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of top-down macroeconomic analysis and modern portfolio theory, incorporating various investment vehicles including ETFs, mutual funds, and less-common instruments such as interval funds and buffer ETFs.