Stephen Eldridge is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 53 years of industry experience. He has been associated with LPL Financial and Eldridge Investment Advisors, Inc. since 1992 and has operated Stephen Eldridge & Co. since 1977. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Sean Riley is a financial advisor with LPL Financial in Manchester, NH, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Eldridge Investment Advisors and Stephen Eldridge & Co. since 2007, where he is involved in pension administration through a third-party administrator role. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by in-house research and a large network of investment adviser representatives.

Lucas Gagne is a Series 65-licensed advisor with Affinity Investment Group, LLC, where he has worked for three years. His prior experience includes roles at Channel Building Company, Inc., and the University of Vermont. He is also an independent insurance agent, dedicating a portion of his time to this activity outside of his advisory work. Affinity Investment Group serves individuals, trusts, estates, charitable organizations, and business entities by providing investment management and financial planning. The firm employs a strategic asset-allocation, core-and-satellite approach using no-load or load-waived mutual funds and passive ETFs as the core, supplemented with actively managed funds.

Susan Eldridge is a financial advisor with Eldridge Investment Advisors Inc. in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at LPL Financial, LLC and Stephen Eldridge & Co. since the early 1990s. Outside of her advisory roles, she is involved in an insurance agency affiliated with Stephen Eldridge & Co. Eldridge Investment Advisors, Inc. serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations, managing approximately $791 million in discretionary assets. The firm customizes portfolios based on clients’ goals, time horizons, and risk tolerances using multiple analysis methods, and offers retirement plan services including fiduciary 3(38) management and plan monitoring.

Thomas Lewry IV is a financial advisor at Curbstone Financial Management Corp. in Manchester, NH, with 53 years of industry experience. He has been with Curbstone since 1983. Lewry holds a Series 63 designation. Curbstone Financial Management Corp. provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients such as endowments, charitable organizations, and pension plans. The firm manages portfolios using an Enhanced Relative Return strategy focused on disciplined asset allocation and conducts regular reviews of holdings and asset allocation.

Trever Robbins is a CFP® and Series 66 credentialed advisor with two years of industry experience. He currently works at Arcadia Wealth Management, LLC. Prior to joining Arcadia, he has held positions with Avantax Investment Services Inc., Bartley Financial, and TSS Wealth Management LLC. Arcadia Wealth Management, LLC is a team of nine advisors serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides portfolio management, selection of third-party advisers, pension consulting, and financial planning, applying a range of strategies informed by fundamental, technical, and quantitative analysis.

Pamela Diamantis is a financial advisor with Curbstone Financial Management Corp. in Manchester, NH, holding a Series 65 designation and over 20 years of industry experience. She has worked at US Trust/State Street since 2000. Pamela serves as General Partner of the Impact NH Series Fund, LP, a limited partnership aimed at encouraging women to become angel investors and supporting businesses with women in leadership roles. She also serves on the Board of Directors of Primary Bank. Curbstone Financial Management Corp. provides discretionary investment management to individuals, including high-net-worth clients, and a variety of institutional clients. The firm focuses on portfolio construction and asset allocation within a single Enhanced Relative Return strategy, employing fundamental and technical analysis across securities, mutual funds, and ETFs.

Glenn Sweeney is a CFA® charterholder with 27 years of industry experience. He is a principal at Sweeney Financial Advisors in Manchester, NH, where he has worked since 1998. Prior to his current role, he was associated with Bedford 360 LLC. Sweeney Financial Advisors serves individuals and families, including high-net-worth clients, as well as trusts, endowments, retirement-plan sponsors, and business entities. The firm provides fee-only financial planning and discretionary investment management, focusing on tailored portfolios that incorporate tax considerations and a mix of low-cost funds, individual fixed-income securities, and private alternative investments.

Daniel Bednarczyk is a financial advisor at Carlson Investments with a Series 65 designation and five years of industry experience. He has worked at DL Carlson Investment Group since 2020 and has a background with SBLI of Massachusetts dating back to 2009. D.L. Carlson Investment Group is an employee-owned, fee-only advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $735 million across about 360 client relationships, using fundamental analysis to guide investment decisions implemented through a variety of portfolio styles and strategies.

Kevin Whitmore is a financial advisor at Eldridge Investment Advisors Inc. with 48 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Eldridge Investment Advisors, Linsco/Private Ledger, and Stephen Eldridge and Co. since 2005. Eldridge Investment Advisors, Inc. provides discretionary and non-discretionary investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $791 million in discretionary assets with an eight-advisor team and customizes portfolios based on clients’ goals, time horizons, and risk tolerances using various analytical approaches.

Melvin Severance III is a CFP® with 42 years of experience, serving as an advisor at Curbstone Financial Management Corporation since 1984. He holds a Series 63 license and is based in Manchester, NH. Severance is a general partner in a limited partnership that supports women angel investors and invests in women-led, locally based businesses. Curbstone Financial Management serves individuals, including high-net-worth clients, and institutional clients such as endowments and pension plans. The firm employs a discretionary Enhanced Relative Return strategy focused on disciplined asset allocation and combines fundamental and technical analysis in managing portfolios.

James Mullins is a CFA® charterholder and holds a Series 66 license with 25 years of experience in the financial industry. He has been with DL Carlson Investment Group, Inc. since 2001. Mullins works as part of an eight-advisor team based in Concord, NH. DL Carlson Investment Group is an employee-owned, fee-only advisory firm managing approximately $735 million for individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm uses fundamental analysis across Equity, Balanced, and Fixed Income portfolio styles, employing various strategies including long-term holdings and option writing, and provides detailed performance reporting alongside client financial planning services.

Paulette Wolfe is a financial advisor at Whitegate Investment Counselors, Inc. in Concord, NH, holding a Series 65 designation with 19 years of industry experience. She has been with Whitegate Investment Counselors since 1995. Whitegate Investment Counselors, Inc. is a privately owned SEC-registered firm providing portfolio management and financial consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm customizes portfolios based on client-specific factors and employs a range of investment strategies, including individual securities, mutual funds, ETFs, and options, with regular account reviews and a focus on tax considerations.

Christopher Dube is a financial advisor with Arcadia Wealth Management, LLC in Manchester, NH, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His work history includes multiple roles at Citizens Bank and its affiliates, as well as experience within Arcadia's affiliated entities. He is also a licensed insurance agent and occasionally offers clients insurance products through Arcadia Financial Group LLC. Arcadia Wealth Management, LLC serves individuals, high-net-worth clients, and pension and profit-sharing plans with portfolio management, adviser selection, pension consulting, and financial planning. The firm operates as a team of nine advisors managing approximately $436 million in discretionary assets and employs a range of investment strategies supported by written Investment Policy Statements and regular account reviews.

Alan Rattee Jr. is a financial advisor with Carlson Investments, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at Fidelity Investments and Hamilton College. Carlson Investments is an employee-owned, fee-only advisory firm managing approximately $735 million across about 360 client relationships. The firm offers discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, employing fundamental analysis across Equity, Balanced, and Fixed Income portfolio styles.

Christopher Carter is a CFP® with five years of industry experience, currently serving as a financial planner at Arcadia Wealth Management, LLC in Manchester, NH. His prior roles include positions at BNY Wealth and TD Private Client Wealth LLC. He is also involved with Arcadia Financial Group, LLC, where he prepares retirement planning cases and offers insurance products. Arcadia Wealth Management, LLC is a team of nine advisors serving individuals, high-net-worth clients, and pension plans with portfolio management, third-party adviser selection, pension consulting, and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis and emphasizes documented client goals through Investment Policy Statements.

Kyle Fellers is a financial advisor at Carlson Investments with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at DL Carlson Investment Group, Inc. since 2016. D.L. Carlson Investment Group is an employee-owned, fee-only advisory firm that manages approximately $735 million for individuals, institutions, and organizations. The firm uses fundamental analysis to guide investment decisions across Equity, Balanced, and Fixed Income portfolios and provides discretionary management along with financial planning services.

Hannah Shaw is a financial advisor at Arcadia Wealth Management, LLC with three years of industry experience. She holds the Series 63, 65, and 66 licenses and previously worked at Fidelity Investments for four years. Outside of finance, she has been involved with fitness and health clubs as well as community organizations like the NH Food Bank and the Veterans of Foreign Wars. Arcadia Wealth Management is a team of nine advisors serving individuals, high-net-worth clients, and pension plans with services including portfolio management, third-party adviser selection, pension consulting, and financial planning. The firm uses written Investment Policy Statements and combines fundamental, technical, and quantitative analysis across various investment strategies, while also offering educational seminars and maintaining affiliations with accounting and insurance services.

Alan Beaulieu is a Series 65-registered financial advisor with Bellwether Wealth, where he has worked since 2019. He has 14 years of industry experience including prior roles at Kestra Financial Services. Outside of his advisory work, Beaulieu serves as President and Economist at the Institute for Trend Research, a role he has held since 1990. Bellwether Wealth provides investment management and a range of planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $782.8 million in discretionary assets and employs a combined active and passive total-portfolio approach, incorporating proprietary models and artificial intelligence tools to tailor portfolios to clients’ specific goals and risk tolerances.

Charles Mathews is a CFA® charterholder with one year of experience at Curbstone Financial Management Corp. He previously worked at NBT Wealth Management for three years and Bank of New Hampshire Wealth Management for seven years. Curbstone Financial Management Corp. provides discretionary investment management to individuals, including high-net-worth clients, and various institutional clients. The firm employs a single Enhanced Relative Return strategy focused on disciplined asset allocation, combining fundamental and technical analysis across securities, mutual funds, and ETFs.