Noah Gauthier is a financial advisor at Peak Wealth Management LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Primerica Advisors, Primerica Financial Services, Azurity Pharmaceuticals, 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 uses a primarily long-term, fundamental investment approach with ETF-based portfolios and offers comprehensive wealth management and retirement plan advisory services.

John Dougherty is a financial advisor at Glenwood Investment Group, LLC in Manchester, NH, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Steward Partners, among others. Glenwood Investment Group provides personalized financial planning and investment management services to individuals, trusts, small businesses, estates, and a charitable organization, focusing on a strategic core-and-satellite asset allocation approach 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® and holds Series 66, 65, and 63 licenses with four years of experience in financial services. She is affiliated with Apex Wealth Management, LLC in Bedford, NH, and has prior experience in the mortgage industry with firms including Supreme Lending and Embrace Home Loans. Outside of her advisory role, Keller works as a loan officer at Annie Mac Mortgage, assisting clients in selecting mortgage loan options suited to their personal circumstances. Apex Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive wealth management, and financial planning. The firm constructs customized investment portfolios primarily using ETFs, individual stocks, and mutual funds, with an investment approach that emphasizes fundamental analysis and tailored asset allocation based on clients’ goals 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 at American Wealth Protection Financial, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Markowski Investments, Hillsborough County Attorney Office, Winthrop Bentley Capital LLC, and Advisorassist LLC. In addition to his advisory role, he is 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 manages approximately $70 million and employs a long-term, tailored approach to portfolio construction, utilizing fundamental, technical, and quantitative analysis.

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 25 years of experience in financial advisory services. He has operated Robert Bartley Advisory Services, Inc. since 2000 and maintains a CPA firm where he manages approximately 5% of his work hours. Bartley Financial Advisors, LLC is a fee-only firm offering personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm employs a combination of strategic and tactical asset-allocation methods, using various analytical approaches and actively managed portfolios that include mutual funds, ETFs, stocks, bonds, options, and leveraged products.

John Garrity is a CFP® professional with 23 years of industry experience. He has been with Peak Wealth Management LLC since 2015. Peak Wealth Management LLC serves individual and high-net-worth clients, offering wealth management, investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs primarily ETF-based strategies developed through fundamental analysis with a long-term focus, while allowing tactical adjustments for rebalancing and tax management.

Samuel Graham is a CFP® professional with two years of experience currently serving at Sweeney Financial Advisors. He has worked with SFM, LLC over two separate periods and has concurrent experience in the hospitality industry. Outside of advising, Mr. Graham works as a valet at Hanover Street Chophouse. Sweeney Financial Advisors offers financial planning and discretionary investment management to individuals, families, trusts, endowments, retirement-plan sponsors, and business entities. The firm uses a fee-only approach with tailored portfolios that incorporate low-cost funds, fixed income, and private alternative investments, serving clients with a minimum of $500,000 in assets.

Michael Panico is a CFP®-certified financial advisor with 23 years of industry experience. He has worked at Arcadia Wealth Management, LLC since 2014 and previously spent 10 years with Gwn Securities Inc. In addition to his advisory role, Panico is involved in insurance sales through Arcadia Financial Group and oversees operations at Arcadia Tax, a tax preparation and planning service. Arcadia Wealth Management, LLC serves individuals, high-net-worth clients, and pension and profit-sharing plans, providing portfolio management, third-party adviser selection, pension consulting, and financial planning. The firm employs a team approach and uses a combination of fundamental, technical, and quantitative analysis across multiple investment strategies.

Kyle Labelle is a CFP® professional with five years of industry experience. He is currently an advisor at Milestone Financial Planning, LLC, where he has worked since 2021. Prior to joining Milestone, he held positions at Freeman Company and Benchmark Senior Living. Milestone Financial Planning provides financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, non-profit organizations, and small businesses. The firm manages approximately $590 million in assets and offers a disciplined investment approach focused on tax efficiency and low-cost, broadly diversified funds.