Ronald Dokus is a CFP® with 36 years of industry experience currently serving at Collaborative Wealth Advisors, LLC since 2023. He previously worked at Guardian Life Insurance Co and Park Ave Securities for 18 years. In addition to his advisory work, he provides tax preparation services and owns Dokus Financial Partners, LLC. Collaborative Wealth Advisors, LLC offers portfolio management, modular financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm manages approximately $84 million in discretionary assets, employing a tailored investment process that includes fundamental, technical, and cyclical analysis.

Michael Mallon is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Bridgeport Financial Solutions and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also involved in tax preparation through the Law Offices of Richard T. Mallon Jr. Bridgeport Financial Solutions serves individual and institutional clients by offering investment management, financial planning, retirement-plan advisory, and related consulting services. The firm manages portfolios through an Investment Committee and provides discretionary management with access to third-party and affiliated investment strategies.

Andrew Sohn is a ChFC® with 28 years of industry experience. He is currently with Bridgeport Financial Solutions and has held roles at Cambridge Investment Research Advisors, Inc. for over 15 years. Sohn serves on the Board of Trustees investment sub-committee at The Fenn School and is a member of the advisory board for the Johns Hopkins Alliance for a Healthier World. Bridgeport Financial Solutions serves individual and institutional clients, offering investment management, financial planning, retirement-plan advisory, and related consulting. The firm manages model portfolios through an Investment Committee and provides discretionary management via its BridgePort Wrap Program and Advisor Managed Portfolios, utilizing both affiliated and third-party strategists.

Shawn Tewksbury is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Bay Colony Advisors since 2017. His prior experience includes roles at Purshe Kaplan Sterling Investments, Merrimack Valley Financial Advisors, and Mclarney & Company. He also operates Tewks Wealth Management, LLC, offering accounting and tax services alongside his advisory work. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a fundamentally driven, long-term investment approach utilizing diversified mutual funds, ETFs, and other asset classes, and is notable for its broad fiduciary retirement services and developed concierge offerings.

Sara Gawick is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at Illumination Wealth Management since 2022, following prior roles at Ameriprise Financial Services and Wells Fargo Advisors Financial Network. Illumination Wealth Management serves individuals, trusts, corporations, and retirement plans with comprehensive financial planning and investment management. The firm uses client-specific investment policy statements and strategic asset allocation models, emphasizing long-term allocation and ongoing portfolio monitoring.

Nicole Piton is a CFP® with five years of industry experience, currently serving as an advisor at Total Clarity Wealth Management, Inc. since 2020. She also owns and operates Healthy Pet Care Market Co., a business she has managed since 2004. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, and specialized advisory services, employing a range of investment strategies from conservative wrap programs to an actively traded PreActive strategy for sophisticated investors.

Marc Berman is a CFP® professional with 21 years of industry experience. He has been with Colman Knight Advisory Group, LLC since 1999. The firm is a fee-only, SEC-registered advisory serving individual and high-net-worth clients with financial planning, consulting, and portfolio management services. Colman Knight employs a fundamentally oriented, global buy-and-hold investment approach and offers a range of fee structures including fixed project and retainer fees rather than asset-based billing.

Kyle La Sella is a Series 65-registered advisor with Rise North Capital Investment Advisors and has one year of industry experience. Prior to his current role, he worked at Foundations Investment Advisors LLC and has experience as an insurance and annuities agent reviewing and proposing client solutions. He has also worked in the hospitality industry and was a full-time student for eight years. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, with a unique co-advisor operating model and a focus on ongoing portfolio reviews and educational workshops.

David Manteau is a CFP® and CFA® with 16 years of industry experience, currently serving as a financial advisor at Colman Knight Advisory Group, LLC. His prior work experience includes roles at Prudential Insurance Company of America, Mass Mutual Investors Services, and MetLife Securities Inc. He also serves as a Subject Matter Expert and adjunct professor at Boston University Center for Professional Education, teaching CFP courses. Colman Knight Advisory Group provides financial planning, investment management, and consulting services to individuals, charitable organizations, and corporations. The firm employs a fundamental, global buy-and-hold investment approach combined with technical and cyclical analysis, offering both discretionary and non-discretionary portfolio management along with in-house tax preparation and other consulting services.

Allison Conlon is a CFP® with 18 years of industry experience. She is currently with Bridgeport Financial Solutions and has prior experience at Cambridge Investment Research Advisors, Inc. and Sohn & Associates. Bridgeport Financial Solutions serves individual and institutional clients, providing investment management, financial planning, retirement-plan advisory, and consulting services. The firm offers discretionary management through model portfolios and access to third-party strategists, including affiliated strategies from Cambridge Investment Research Advisors.

Mark Perkins is a financial advisor with Independence Financial Advisors, LLC in Franklin, NH, holding a Series 65 credential and seven years of industry experience. He is also President and Managing Member of Consolidated Life Producers, where he advises producers on fixed annuities and fixed life insurance products. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, offering portfolio management and financial planning services through defined model allocations and proactive asset management. The firm manages a large client base with a multi-office team and maintains a formal referral relationship with Franklin Savings Bank.

Evan Welch is a CFP® with 28 years of industry experience, currently serving at Bridgeport Financial Solutions. He has held roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. Outside of his advisory work, he is involved in community and nonprofit activities, including serving as a pro bono money mentor for the Financial Planning Association of Massachusetts and acting as a trustee for the Corinthian Masonic Lodge. Bridgeport Financial Solutions serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs model portfolios managed by an Investment Committee and provides discretionary management through various programs and affiliated strategies.

Michelle Contois is a financial advisor with Colman Knight Advisory Group, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked at Colman Knight Advisory Group since 2024 and previously held positions at Cambridge Investment Research Advisors Inc., Cambridge Investment Research Inc., and GFA Federal Credit Union. Outside of her advisory role, she also works as a pet sitter on a contract basis. Colman Knight Advisory Group is a fee-only, SEC-registered firm serving individual and high-net-worth clients with financial planning, consulting, and portfolio management. The firm employs a fundamentally oriented, global buy-and-hold investment approach with individualized policy statements and offers both project-based and comprehensive planning on fixed-fee or retainer terms.

Mitchell Sanford is a financial advisor at Bridgeport Financial Solutions with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research Advisors, Ropes and Gray, Fidelity, and LPL Financial. Bridgeport Financial Solutions serves both individual and institutional clients, offering investment management, financial planning, retirement-plan advisory, and related consulting. The firm employs an Investment Committee to construct model portfolios and provides discretionary management through its wrap programs and access to third-party strategists, including affiliated models from Cambridge Investment Research Advisors.

Robert Piton is a CFA® charterholder with 22 years of industry experience. He has worked at Total Clarity Wealth Management, Inc. since 2019 and was previously with Rothschild Investment Corp from 2013 to 2017. Outside of his advisory role, he is the managing member of Resonance Pi, LLC, a software design and development venture. Total Clarity Wealth Management is a multi-advisor firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, and 401(k) advisory services, employing a range of investment strategies including model portfolios, third-party managed accounts, and a more active "PreActive" strategy for sophisticated investors.

Kathryn Lund Wilde is a CFP® and holds a Series 65 license with 19 years of experience in financial advising. She has worked at Milestone Financial Planning, LLC since 2021 and previously spent 14 years at Mosaic Financial Advisors, LLC. In addition to her advisory role, she operates a CPA practice providing tax preparation and non-investment-related financial services for small businesses. Milestone Financial Planning, LLC serves individuals, high-net-worth clients, trusts, non-profits, and small businesses with comprehensive financial planning and discretionary investment management as a fee-only fiduciary. The firm emphasizes disciplined asset allocation, low-cost diversified funds, and tax-aware portfolio management while coordinating with clients’ other advisors.

Richard Colman is a financial advisor with Colman Knight Advisory Group, LLC, holding a Series 65 designation and over 31 years of industry experience. He has been with the firm, formerly known as Colman Knight Advisory Group, since 1988. In addition to his advisory role, Mr. Colman practices law through a separate limited liability company and serves on the board of directors for Sammartino Investments LLC. Colman Knight Advisory Group is a fee-only, SEC-registered firm serving individual and high-net-worth clients with financial planning, consulting, and portfolio management services. The firm employs a fundamentally oriented, global buy-and-hold investment approach, offering both project-based and comprehensive planning through fixed fees or retainers.

Robert Cordeau is a financial advisor at McLean Asset Management Corp. in Milford, NH, with 21 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 65 licenses. Prior to his current role, he worked at Aurelius Family Office, LLC for one year. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to individuals—including high-net-worth clients—retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tax-efficient, globally diversified portfolios grounded in Modern Portfolio Theory and offers ESG screening options along with specialized portfolio management strategies.

Paul Bertrand is a financial advisor with Impact Partnership Wealth, LLC, holding Series 65 and Series 63 licenses and possessing 30 years of industry experience. His prior work includes a long tenure at Nationwide Investment Services from 2000 to 2022, as well as roles at Brookstone Wealth Advisors, Municipal Retirement Solutions, and Lighthouse Wealth Management, LLC, where he serves as President. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a broad range of strategies and a network of affiliated entities and service providers.

Joseph Remson is a financial advisor with Simplicity Wealth in Nashua, NH, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Foundations Investment Advisors and Equity Services Inc., among others. Remson is also involved in insurance sales through Granite Rock Wealth Management, where he is an owner. Simplicity Wealth serves a wide range of clients including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, alongside technology and operational platforms designed to support other advisers.