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.

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.

Joshua Allen is a CFP® professional with five years of industry experience. He is currently with The Foundry Financial Group, Inc., where he has worked since 2024. Prior to that, he held roles at NHTrust, NYLIFE Securities LLC, and New York Life. Outside of his advisory work, Allen serves as treasurer on the finance board of Living Hope Lakeport and as a volunteer board member for the Town of Meredith Parks and Recreation. The Foundry Financial Group, Inc. advises individuals, high-net-worth clients, and employer-sponsored retirement plans through portfolio management, financial planning, and retirement-plan consulting. The firm combines top-down macroeconomic analysis with modern portfolio theory and employs a range of investment strategies that include ETFs, mutual funds, fixed income, and specialized instruments such as interval funds and buffer ETFs.

Ava Clark is a Series 65-licensed advisor at The Foundry Financial Group, Inc. with one year of industry experience. Prior to joining the firm, she worked in various service roles including bartending at Covered Bridge Farm Table, a bar and restaurant. The Foundry Financial Group advises individuals, high-net-worth clients, and employer-sponsored retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a blend of macroeconomic analysis and modern portfolio theory to construct diversified portfolios primarily composed of ETFs, mutual funds, and fixed income securities.

Landon Fritch is a CFP® and Series 65 licensed advisor with 10 years of industry experience. He has been with F.L. Putnam Investment Management Co. since 2019 and previously worked at Financial Focus from 2016 to 2019. Outside of financial advising, he is a co-owner of Don Fritch Family Farms, LLC, where he manages farm finances. F.L. Putnam serves a diverse client base including individuals, families, and institutions, providing customized investment management and financial planning through a team-based approach. The firm integrates internally managed and third-party strategies across multiple asset classes and offers specialized services such as OCIO advisory, family office solutions, and sustainable investing options.

Jason Taylor is a financial advisor at Flagship Harbor Advisors, LLC with 17 years of industry experience. He has worked at Flagship Harbor Advisors and LPL Financial since 2017 and previously spent six years at CCO Investment Services Corp. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a multi-strategy approach including mutual funds, ETFs, individual securities, and separately managed accounts, supported by both fundamental and technical analysis.

Thomas Space is a CFP® with 26 years of industry experience, currently serving as an advisor at Brookwood Investment Group since 2025. He previously worked at Redwood Private Wealth LLC for four years and Advisors Financial Planning Group, LLC for sixteen years. Thomas also serves as managing director of Redwood Tax Specialists, an insurance agency focused on tax reduction strategies. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of investment strategies and maintains proprietary partner offices as well as multiple affiliated businesses.

Thomas Goodwin is a CFP® with 22 years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2019 and previously held roles at Financial Focus, Inc., Integrity Financial Planners, and Mass Mutual Investors Services. F.L. Putnam serves a diverse client base including individuals, families, and institutional investors. The firm employs a team-based investment approach using both internally managed strategies and third-party managers across multiple asset classes, offering services such as discretionary and non-discretionary investment management, financial planning, and family office solutions.

Gregory Evans is a CFP® professional with 31 years of experience in the financial services industry. He has worked at firms including Fidelity Personal and Workplace Advisors and RWA Wealth Partners before joining F.L. Putnam Investment Management Company in 2026. F.L. Putnam serves a diverse client base ranging from individual investors and families to institutions such as foundations and family offices. The firm employs a team-based investment approach that combines internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

Susan John is a CFP® with 21 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Co. since 2019. Prior to this, she spent 25 years at Financial Focus, Inc. She also acts as a trustee for several client trusts, handling estate settlement, trust distributions, and related duties. F.L. Putnam serves a diverse client base including individuals, families, institutions, and nonprofit organizations. The firm employs a team-based investment approach, offering customized strategies across equities, fixed income, and alternatives, with options for sustainable investing and tax-aware management.

Paul Lefevre III is a financial advisor with Brookwood Investment Group in Rochester, NH. He holds Series 63, 65, and 66 licenses and has nine years of industry experience. Prior to joining Brookwood in 2025, he worked at Redwood Private Wealth, Secure Investment Management, and Retirement Wealth Advisors. He is also the owner and principal of Snug Harbor Financial & Insurance Services, a business focused on the marketing and sales of insurance products since 2009. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a customized investment approach using a mix of passive, active, tactical, and blended strategies, and supports both discretionary and non-discretionary management.

Valerie Brown is a financial advisor at F.L. Putnam Investment Management Co. with 19 years of industry experience. She holds a Series 65 designation and has worked at F.L. Putnam since 2019, following an 18-year tenure at Financial Focus, Inc. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering investment management, financial planning, and consulting services. The firm employs a team-based approach with customized strategies across multiple asset classes, combining internal research with third-party managers.

William Martin is a ChFC® credentialed financial advisor with 32 years of industry experience, currently affiliated with StoneX Advisors Inc. He has worked at StoneX Advisors and StoneX Securities since 2014 and previously operated Martin & Associates from 1998 to 2003. Outside of his advisory role, Martin is the proprietor of Martin & Associates, an insurance sales business focusing on various life and health insurance products. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a combination of independent advisors and an in-house Private Client Group, implementing strategies via advisor-managed portfolios, proprietary models, and third-party managers.

Joseph Polychronis is a financial advisor with Integrity Advisory Solutions in Rochester, NH, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Tucker Asset Management LLC and operating his own firm, Polychronis Financial Services, which offered retirement planning, tax preparation, and insurance services. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors managing around $1.1 billion in assets. The firm provides portfolio management, financial planning, retirement plan consulting, and utilizes both fundamental and technical analysis alongside multiple asset-allocation frameworks.

John Heaney is a financial advisor with Latitude Advisors, LLC in Laconia, NH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Latitude Advisors since 2010 and has been involved in insurance sales with various carriers since 2000. In addition to his advisory role, Heaney provides tax preparation and bookkeeping services as a CPA. Latitude Advisors serves individual, high-net-worth, institutional, and corporate clients with financial planning, discretionary portfolio management, third-party manager selection, and pension consulting services. The firm employs a combination of valuation-driven and momentum-based multi-asset model strategies, managing the majority of client assets on a discretionary basis with continuous monitoring and rebalancing.

Kristen Madden is a financial advisor at F.L. Putnam Investment Management Co. with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked at F.L. Putnam since 2019, following a 14-year tenure at Financial Focus, Inc. F.L. Putnam serves a diverse client base including individuals, families, and institutions such as foundations and endowments. The firm employs a team-based approach to investment management, offering customized strategies across equities, fixed income, and alternative investments, with options for sustainable investing and tax-aware rebalancing.

James Barrett V is a CFP®-certified financial advisor with 12 years of industry experience. He has been with Grimes & Company since 2015 and previously worked at Commonwealth Financial Network. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm builds customized investment strategies using proprietary research and a range of securities and third-party managers, and also offers trustee services through an affiliated entity.

Tyler Lewis is a financial advisor at Prospera Financial Services, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked at Cetera Advisor Networks and Edward Jones. Tyler is also involved with Reed Wealth Management in a financial advisor capacity outside of Prospera. Prospera Financial Services is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through various advisory programs and platforms.

Michael Murray is a financial advisor with Principal Financial Services based in Sanbornville, NH. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Lincoln Financial Securities Corporation before joining Principal in 2018. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Robert Magnacca is a CFP® professional with 30 years of industry experience currently serving at Empower Advisory Group. His prior roles include positions at Asvised Assets Groups, TIAA-CREF, Edelman Financial Engines, Fidelity, and TD Ameritrade. Outside of advising, he is an author of multiple books on financial topics, a co-founder of an online sales training business, and an adjunct lecturer at Babson College where he teaches artificial intelligence to undergraduates. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plans and certain retail accounts. The firm integrates its services with recordkeeping and administrative platforms, focusing on long-term portfolio strategies and client savings rates.