Eric Cooper is a financial advisor with Sooner Private Financial LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Belpointe Asset Management, LLC, MML Investor Services, and MassMutual Life Insurance Company, among others. Outside of advising, he is the owner and founder of Sooner Business Advisors & Co., a business coaching and strategic planning firm, and serves as a high school basketball coach. Sooner Private Financial LLC is an independent SEC-registered investment adviser managing approximately $9 million for individuals, high-net-worth clients, trusts, estates, charitable organizations, foundations, endowments, and small businesses. The firm employs active, tailored portfolio management using fundamental analysis, modern portfolio theory, and technical and cyclical analysis, and offers access to illiquid direct participation investments alongside discretionary asset management and fee-based financial planning.

Tiffany Donegan is a financial advisor at Cohen Investment Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked in education and real estate management. Cohen Investment Advisors provides financial planning, consulting, and investment management services to individuals, high net worth clients, pooled investment vehicles, retirement plans, trusts, and estates. The firm emphasizes discretionary portfolio management using proprietary model portfolios and conducts ongoing account monitoring, with additional offerings including privately placed securities and pooled vehicles for qualified investors.

Drew Kellner is a CFA® charterholder with 20 years of industry experience. He has been with Lumbard & Kellner, LLC since 2005. Lumbard & Kellner, LLC provides discretionary investment management primarily for high-net-worth individuals, trusts, estates, and charitable organizations. The firm follows a value investing approach based on fundamental analysis and manages accounts on a fully discretionary basis.

William Gaudino II is a CFP® with 33 years of industry experience, currently serving as an investment advisor representative at ArborStone Financial, LLC. He previously worked at Ameriprise for 34 years and is also registered as a representative with Purshe Kaplan Sterling Investments, Inc. In addition to his advisory role, he is a licensed insurance agent. ArborStone Financial provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamentals-driven, long-term investment approach using model portfolios, ETFs, mutual funds, and individual securities, and oversees client strategies that may include independent managers.

John Lumbard is a CFA® charterholder with 36 years of industry experience. He has been with Lumbard & Kellner, LLC since its founding in 1990. The firm provides discretionary investment management primarily for high-net-worth individuals, trusts, estates, and charitable organizations. Lumbard & Kellner, LLC focuses on value investing through fundamental analysis, using earnings, valuation multiples, dividend yield, and management quality to construct portfolios. The firm manages accounts on a full discretionary basis, employs fixed income and ETFs for income and hedging, and publishes a quarterly market commentary called “Insight.”

Brian Mc Larney is a financial advisor at Merrimack Valley Financial Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones and FIDELITY Brokerage Services LLC. Merrimack Valley Financial Advisors serves individual and institutional clients, offering discretionary portfolio management, model portfolios, pension consulting, and comprehensive financial planning. The firm emphasizes client-specific investment policies and uses fundamental, quantitative, and qualitative research to guide long-term investment strategies.

Jennifer Murphy is a CFP® and holds a Series 65 license with 10 years of industry experience. She has been with Advanced Portfolio Design, LLC since 2016. Advanced Portfolio Design serves individuals, families, business owners, trusts, and charities with fee-only asset management and comprehensive financial planning. The firm employs portfolio construction based on asset allocation and Modern Portfolio Theory, offering both active and passive options, with adjustments for tax brackets and cash-flow needs.

Laura Schenkel is a CFP® and Series 66 holder at VaMa Oak Wealth, LLC with two years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and PNC. VaMa Oak Wealth serves individuals, trusts, employer retirement plans, and corporate entities, offering portfolio management, financial planning, and consulting services. The firm uses a multifaceted investment approach combining fundamental, quantitative, and technical analysis with strategic and tactical asset allocation.

Justin Gaudino is a CFP® with 10 years of industry experience, currently serving as an advisor at ArborStone Financial, LLC. His prior roles include positions at Ameriprise Financial Services, Mayflower Financial Advisors, Private Client Services, Wells Fargo Advisors, and MFS Fund Distributors. He is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. ArborStone Financial provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamentals-driven, primarily long-term investment approach, utilizing model portfolios with ETFs, mutual funds, and individual securities, and oversees independent managers when appropriate.

Kyle Gavin is a financial advisor at Merrimack Valley Financial Advisors, Inc. with one year of industry experience. He previously worked for McLarney & Company LLC for five years and attended Merrimack College full time for four years. Merrimack Valley Financial Advisors serves individual and institutional clients, offering discretionary portfolio management, pension consulting, and comprehensive financial planning. The firm uses client-specific investment policies and model portfolios, relying on fundamental, quantitative, and qualitative research with a focus on long-term strategies.

James Perry is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Cohen Investment Advisors since 2025 and previously held roles at Applied Capital Management, Natixis Distribution, L.P., and MFS Investment Management. Cohen Investment Advisors offers financial planning, consulting, and investment management services to individuals, high net worth clients, pooled investment vehicles, retirement plans, trusts, and estates. The firm emphasizes discretionary portfolio management using proprietary model portfolios based on fundamental analysis and conducts ongoing account monitoring with quarterly reviews.

Stephanie Griebel is a CFP® professional with 15 years of industry experience. She has been with Davis Wealth Advisors since 2022, following five years at Resolute Financial, LLC. Davis Wealth Advisors serves individuals, including high net worth clients, as well as pension and profit-sharing plans, providing wealth management, financial planning, and business consulting. The firm utilizes a tailored investment approach incorporating mutual funds, ETFs, fundamental analysis, and modern portfolio theory, and is known for its educational seminar program and ERISA 3(38) fiduciary services.

Harrison Oakes is a financial advisor at Cox Capital Management LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at MFS Investment Management. Cox Capital Management LLC serves individual and high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, and proprietary quantitative methods with a long-term investment approach.

Jeffrey Williams is a CFP® with 23 years of industry experience and is currently a principal at Fairscale Capital, LLC. He has led Williams Wealth Management, LLC since 2012. Fairscale Capital provides financial planning and portfolio management to individuals, including high net worth clients, as well as banking institutions, non-profits, and business entities. The firm manages approximately $208 million in assets across 177 client relationships, employing diversified, actively managed investment strategies guided by individualized Investment Policy Statements.

Melinda Davis is a CFP® and holds a Series 66 license with 17 years of industry experience. She has worked at Davis Wealth Advisors since 2017 and previously spent four years at Northstar Financial Planning, Inc. Davis Wealth Advisors serves individuals, including high net worth clients, as well as pension and profit-sharing plans, offering wealth management, comprehensive financial planning, and business and pension consulting. The firm employs tailored investment strategies that incorporate mutual funds, ETFs, fundamental analysis, and modern portfolio theory, and is known for its educational seminar program and ERISA 3(38) fiduciary services for employee benefit plans.

Dyllin Moulton is a financial advisor at Fairscale Capital, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Williams Wealth Management, LLC since 2015. Fairscale Capital provides financial planning and portfolio management to individuals, including high net worth clients, as well as banking institutions, non-profits, and business entities. The firm manages approximately $208 million in assets across 177 client relationships, employing diversified, actively managed investment strategies based on individualized Investment Policy Statements.

William Cox is a financial advisor at Cox Capital Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Mason Capital Partners since 2002 and U.S. Securities, International Corp. since 1998. Cox Capital Management LLC serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, and quantitative analysis methods with a long-term investment approach and offers advisory services covering a broad range of asset types, including institutional mutual funds, ETFs, and alternative investments.

Patrick Xavier is a financial advisor at Davis Wealth Advisors in Salem, NH, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Boston College, Sentinel Group, Align Credit Union, and Wilmington Public Schools. Davis Wealth Advisors serves individuals, including high net worth clients, as well as pension and profit-sharing plans, providing wealth management, comprehensive financial planning, business and pension consulting, and education-oriented services. The firm uses fundamental analysis and modern portfolio theory to tailor investment advice, offers both discretionary and non-discretionary portfolio management, and is known for its educational seminar program and ERISA 3(38) fiduciary services.

Brian Howlett is a financial advisor with Amherst Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Putnam Investments in retail management for 13 years. Outside of financial advising, he is the managing partner and owner of Phenix Salon Suites, a salon studio rental business currently in development. Amherst Financial Group provides asset management and financial planning primarily to individual and small-business clients. The firm offers tailored investment strategies across a range of objectives and integrates a broader set of affiliated financial services, including insurance, employee benefits, mortgage brokering, tax preparation, and student-loan lending.

Brian Mclarney is a financial advisor with Merrimack Valley Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2003 and has been with Merrimack Valley Financial Advisors since 1998. In addition, he is president and sole shareholder of McLarney & Company, a CPA firm in Chelmsford, MA. Merrimack Valley Financial Advisors serves individual and institutional clients, including high-net-worth households and pension plans, providing discretionary portfolio management, model portfolio management, pension consulting, and comprehensive financial planning. The firm uses a client-centered process incorporating fundamental, quantitative, and qualitative research with regular portfolio reviews and rebalancing.