Dorothy Cole is a CFP® with 31 years of industry experience, operating her own firm, Dorothy J. Cole, since 1993. She is based in Merrimack, NH, and has served individual and institutional clients through comprehensive financial planning and investment management. Her firm provides fee-only services to individuals, trusts, estates, charitable organizations, and small-to-medium-sized businesses. The firm emphasizes tailored investment recommendations implemented with client consent, using a combination of top-down and bottom-up analysis, diversification, and risk management, all managed on a non-discretionary basis.

Colleen Farley is a Series 66 licensed financial advisor with Robbins Farley LLC in Bedford, NH, where she has worked since 2017. She has 21 years of industry experience, including five years at Wells Fargo Advisors. Outside of her advisory role, she serves as a board member for Associated Grocers of New England and works as a notary public. Robbins Farley is an independent registered investment adviser serving individuals, families, foundations, pensions, and corporations. The firm manages approximately $253 million in assets and employs a top-down investment process that incorporates tailored portfolio models and derivatives strategies, alongside wealth planning and discretionary asset management services.

Daniel Cohen is a CFP® with 32 years of industry experience and has been with Cohen Investment Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses. Cohen serves as vice president and executive committee member of the Boys & Girls Club of Manchester and is a trustee of the Foundation of the Jewish Federation of New Hampshire. He also manages finances for a local Pilates studio and serves on the board of Derryfield School. Cohen Investment Advisors provides financial planning, consulting, and discretionary investment management to individuals, pooled investment vehicles, profit sharing plans, trusts, and estates. The firm employs proprietary, model-based allocations combining fundamental, technical, and cyclical analysis, and sponsors a private real estate fund alongside managing multiple offices.

Noah Gauthier is a financial advisor at Peak Wealth Management LLC with Series 65 and Series 63 licenses and four years of industry experience. His career includes roles at Azurity Pharmaceuticals and consulting positions at Boston Consulting Group and Deloitte Consulting LLP. Peak Wealth Management LLC provides advisory services to individual and high-net-worth clients, managing approximately $156 million across about 208 client relationships. The firm focuses on long-term, fundamental investment strategies, primarily utilizing ETF-based portfolios alongside select individual stocks and mutual funds, and offers both discretionary and non-discretionary account management.

John Dougherty is a financial advisor at Glenwood Investment Group, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Renaissance Financial Corp and MML Investors Services, LLC. Outside of his advisory role, he manages a rental property in Hampton, NH. Glenwood Investment Group provides personalized financial planning and investment management to individuals, trusts, small businesses, estates, and a charitable organization. The firm employs a strategic asset allocation approach using a core-and-satellite mix of actively managed funds, index funds, and ETFs, with ongoing portfolio monitoring and quarterly reviews.

Steven Schnobrich is a financial advisor at Peak Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at Peak Wealth Management since 2020. Outside of his advisory role, he is president of Bogey Bag, LLC, a company that creates a novelty golf product designed to help players manage frustration on the course. Peak Wealth Management serves individual and high-net-worth clients by providing wealth management, investment management, financial planning, and retirement plan advisory services. The firm utilizes customized, primarily ETF-based investment strategies developed through fundamental analysis and offers ongoing client consulting and education.

Christine Keller is a CFP® with four years of industry experience, currently serving as an advisor at Apex Wealth Management, LLC. She has previous experience in the mortgage industry with firms including Annie Mac Mortgage, Supreme Lending, Embrace Home Loans, Premier Mortgage, and Envoy Mortgage. Keller also works as a loan officer at Annie Mac Mortgage, assisting clients with mortgage loan options. Apex Wealth Management provides discretionary portfolio management and comprehensive wealth planning primarily for individual and high-net-worth clients. The firm builds customized investment portfolios with a focus on fundamental analysis and long-term strategies, tailoring asset allocation and portfolio construction to each client’s objectives and risk tolerance.

Thomas Stephen is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Glenwood Investment Group, LLC since 2018 and previously held roles at Valmark Advisers, Inc. and Valmark Securities, Inc. He is based in Manchester, NH. Glenwood Investment Group provides personalized financial planning and investment management services to individuals, trusts, small businesses, estates, and a charitable organization. The firm uses a strategic asset allocation with a core-and-satellite approach, combining actively managed funds, index funds, and ETFs, and offers continuous portfolio supervision along with financial and non-securities advice.

Samuel Degraffenried is a financial advisor at Hurst & DeGraffenried Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with the firm since 2010. Outside of his advisory role, he consults with companies on reducing expenses and increasing operational efficiency. Hurst & DeGraffenried Wealth Management provides portfolio management and financial planning primarily to individual clients, including trusts, estates, corporations, and high-net-worth individuals. The firm emphasizes client-specific Investment Policy Statements, regular portfolio monitoring, and discretionary trading, utilizing a range of analytical approaches and investment instruments.

Nicholas Prigitano is a CFP® professional with 11 years of experience in financial advising. He is currently with F5 Financial Planning, L.L.C. and has previously worked at firms including FF Advisors, LLC, Clark Asset Management, LLC, Milestone Financial Planning, LLC, and Fidelity Brokerage Services LLC. F5 Financial Planning, L.L.C. is a NAPFA-approved, fee-only advisory firm serving corporate executives, entrepreneurs, and families with comprehensive financial planning and portfolio management. The firm emphasizes long-term, fundamental analysis and risk-managed, diversified portfolios, offering both discretionary and non-discretionary investment supervision as part of ongoing financial planning relationships.

Michael Conlon is a financial advisor with American Wealth Protection Financial, LLC, holding a Series 65 designation and six years of industry experience. He has worked at several firms, including Markowski Investments and Advisorassist LLC, and served in the Hillsborough County Attorney Office. Conlon is also a licensed attorney and provides legal services through AWP LEGAL LLC. American Wealth Protection Financial, PLLC offers investment management, financial planning, and consulting services to individuals, trusts, nonprofits, corporations, and other advisers. The firm employs a long-term, tailored investment approach using fundamental, technical, and quantitative analysis, and typically constructs portfolios with exchange-traded funds.

James Conway Jr. is a CFA® charterholder with 20 years of industry experience. He has worked at Lumbard & Kellner, LLC since 2020 and previously spent five years with FC Advisors. Lumbard & Kellner, LLC provides discretionary investment management primarily for high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a value investing approach based on fundamental analysis and manages accounts on a full discretionary basis.

Jack Donius is an Investment Consultant at Fidelity Investments. He partners with clients to build, implement, and monitor comprehensive financial plans. He joined Fidelity Investments in 2021 and has held several roles including Customer Relationship Advocate, High Net Worth Service Associate, Financial Representative, and currently, Planning Consultant. This progression reflects his experience in client service and financial planning within the firm. Outside of his professional work, Jack enjoys social events with friends, playing golf, watching movies, and reading.

Jason Haviland is a CFA® charterholder with 10 years of industry experience. He has been with Cottage Street Advisors since 2017, following a year at J. Bradford Investment Management. The firm serves individuals, trusts, estates, charitable trusts, and business entities, providing discretionary investment management, financial planning, and consulting. Cottage Street Advisors employs a fundamental, value-oriented investment approach combined with top-down macro assessments to manage portfolios using a variety of asset classes and strategies.

Patrick Dichter is a financial advisor at Appletree Financial Services LLC with a Series 65 credential and one year of industry experience. He has previously worked at Cultivate Advisors and RevLocal, and since 2021 has been involved with Appletree Business Services. Appletree Financial Services is a fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management, comprehensive financial planning, and retirement plan consulting, employing both passive and active strategies guided by Modern Portfolio Theory and tailored client preferences.

Monique Pratte is a financial advisor at Gelinas & Company, CPA, PLLC with 11 years of industry experience. She holds a Series 65 designation and has been with Gelinas & Company since 2006. The firm is a CPA practice that also offers investment advisory services, including model portfolio management and financial consulting, primarily through model portfolios or referrals to a third-party investment adviser. Gelinas & Company provides advisory services alongside its accounting practice, with an emphasis on referral and consulting engagements rather than direct asset management.

David Lanzillo is a financial advisor at Robbins Farley LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors from 2013 to 2017. Lanzillo has been with Robbins Farley since 2017. Robbins Farley LLC provides wealth planning, financial planning, and portfolio management services to individuals, trusts, charitable organizations, and businesses. The firm employs a top-down, macro-driven investment approach and utilizes model portfolios alongside options and derivative strategies tailored to clients’ objectives and risk tolerances.

Allie Henke is a financial advisor at Robbins Farley LLC with four years of industry experience. She holds the Series 66 designation and has previously worked at Saltbox Financial LLC and RBC Wealth Management. Robbins Farley advises individuals, trusts, charitable organizations, and businesses, providing wealth planning, financial planning, and portfolio management services. The firm employs a top-down, macro-driven investment process and uses model portfolios alongside options and derivative strategies tailored to client objectives and risk tolerance.

Robert Bartley is a CFP® and CPA with 26 years of experience in financial advisory services. He is the principal at Bartley Financial Advisors, LLC and also owns a CPA firm in Bedford, NH, where he dedicates a portion of his professional hours. He has been providing advisory and accounting services since 1997. Bartley Financial Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and small businesses with fee-only financial planning and discretionary investment management. The firm combines strategic and tactical asset allocation using value and momentum methods alongside passive and actively managed investments, and employs specific custody-related procedures to manage client accounts.

John Garrity is a CFP® with 24 years of industry experience currently serving at Peak Wealth Management LLC, where he has worked since 2015. His prior experience includes roles at Fidelity, Fidelity Personal Trust Company, Citigroup Global Markets, Morgan Stanley DW Inc., and Ameriprise. Peak Wealth Management LLC provides advisory services to individual and high-net-worth clients, managing approximately $156 million across about 208 client relationships. The firm emphasizes a long-term, fundamental investment approach, primarily using ETF-based portfolios, and offers comprehensive wealth management and retirement plan advisory services.