Jay Levy is a CFP® with 21 years of experience in the financial services industry. He has been with Measured Wealth Private Client Group, LLC since 2011 and previously worked at IFS Securities and IFS Advisory, LLC. Levy serves on the Board of Directors for Wentworth Douglass Hospital Foundation and is a past chair. He also manages Jay H. Levy WealthFocus Financial Planning, LLC, a firm focused on financial literacy and education, and authored a financial and holistic planning book in 2020. Measured Wealth Private Client Group, LLC advises high net worth individuals, families, charitable organizations, and pension plans, providing both discretionary and non-discretionary portfolio management alongside financial planning and estate-planning facilitation. The firm manages approximately $528 million in discretionary assets, employs a multi-adviser team approach, and applies a variety of analytical methods as well as ESG screening in portfolio management.

William Mitchell is a financial advisor at David Wendell Associates, Inc. with 43 years of industry experience. He has been with the firm since 2011 and holds a Series 63 designation. Outside of his advisory role, he serves as co-trustee on an irrevocable trust held at U.S. Trust in Boston, a position he has held since 1994. David Wendell Associates, Inc. is a fee-only independent investment adviser serving individuals, families, high-net-worth clients, trusts, retirement accounts, charitable organizations, businesses, and institutional clients. The firm emphasizes long-term equity ownership and selective fixed-income holdings, using fundamental analysis, proprietary statistical screening, and outside bond consultants to customize portfolios that are reviewed quarterly with written communications.

Daphne Lafazan is a CFP® professional with 25 years of experience in the financial services industry. She is currently with Nvest Financial, LLC and Purshe Kaplan Sterling, holding registrations as an Investment Advisor Representative and Registered Representative, respectively. Prior to her current roles, she was involved with NYCBOS LLC, dba Seaside Liquors, for eight years. Nvest Financial is a team-based SEC-registered investment adviser managing approximately $688 million for individuals, trusts, businesses, and charitable organizations. The firm offers discretionary investment management and financial planning, constructing customized, generally long-term portfolios using diversified mutual funds, ETFs, and selected individual securities.

Justin Happ is a financial advisor with Nvest Financial, LLC in Kennebunk, ME, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked for the New Hampshire State Liquor Commission for seven years. Nvest Financial, LLC serves individuals, families, small businesses, and retirement plans by providing discretionary investment management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $523 million in client assets, employing a team approach and a range of investment strategies tailored to client objectives and risk tolerance.

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.

Neil Bleicken is a financial advisor at David Wendell Associates, Inc. with 11 years of industry experience. He holds a Series 65 designation and previously worked at Harvest Capital Management Inc. from 2015 to 2016. Outside of his advisory role, he serves as the treasurer of The New Burgh Club, a small social club in Newburyport, Massachusetts. David Wendell Associates, Inc. is a fee-only independent investment adviser serving individuals, families, high-net-worth clients, trusts, retirement accounts, charitable organizations, businesses, and institutional clients. The firm emphasizes long-term equity ownership and selective fixed-income investments using fundamental analysis and a proprietary statistical screening process, managing customized portfolios with regular reviews and written client communications.

Derek Bonneau is a Series 65-licensed financial advisor at Cornerstone Financial Planning, LLC with one year of industry experience. Prior to joining Cornerstone, he worked for the Commonwealth of Massachusetts from 2014 to 2025. Cornerstone Financial Planning offers financial planning, investment management, and consulting services to individuals, trusts, estates, and charitable organizations. The firm employs mutual funds and ETFs, utilizes portfolio optimization and Monte Carlo analysis, and provides specialized services including divorce-focused consulting and third-party manager oversight.

Sara Casale is a CFP® and holds a Series 66 license with nine years of industry experience. She currently works at Cornerstone Financial Planning, LLC and has prior experience at Rover.com, Atlas Private Wealth Management, and The Ayco Company LP. Cornerstone Financial Planning provides financial planning, investment management, and consulting services to individuals, trusts, estates, and charitable organizations. The firm uses model portfolios and portfolio optimization techniques, offering both discretionary and non-discretionary management, including specialized services such as divorce-focused consulting.

Dinon Hughes is a CFP® professional with four years of industry experience, currently serving at Nvest Financial, LLC. He has previously worked at Commonwealth Financial Network and Merrill Lynch. Hughes is involved with nonprofit organizations, serving as a board member of Operation Love from Home and as assistant treasurer for the York Rotary Club. Nvest Financial is a team-based SEC-registered investment adviser managing approximately $688 million for individuals, trusts, businesses, and charitable organizations. The firm provides discretionary investment management and financial planning, constructing customized, generally long-term portfolios through diversified funds and other securities.

Alison Pyott is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Veris Wealth Partners, LLC since 2007. She holds Series 63 and Series 65 licenses and is based in Portsmouth, NH. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing discretionary and non-discretionary investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies, integrating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.

Christina Traurig is a CFP® professional with 10 years of industry experience, currently serving at Cornerstone Financial Planning, LLC. She worked at Winebrenner Capital Management LLC for three years before returning to Cornerstone in 2017. Cornerstone Financial Planning provides financial planning, investment management, and consulting services to individuals, trusts, estates, and charitable organizations. The firm employs a portfolio approach primarily using mutual funds and ETFs, guided by written investment policies and model portfolios, and offers specialized services including divorce-focused financial planning.

Kian Pashapour Nikoo is a financial advisor at Nvest Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining Nvest Financial, he worked at Paul McCoy Financial Office Services and has professional experience at Bentley University and Workato. Nvest Financial is a team-based SEC-registered investment adviser managing approximately $688 million for a diverse client base, including individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on customized, generally long-term portfolios using diversified mutual funds, ETFs, and individual securities, employing a range of analytical approaches and maintaining ongoing portfolio monitoring and client reviews.

Timothy Reardon is a financial advisor at David Wendell Associates, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Welch & Forbes and Aureus Asset Management. David Wendell Associates, Inc. is a fee-only independent investment adviser serving individuals, families, high-net-worth clients, trusts, retirement accounts, charitable organizations, businesses, and institutional clients. The firm emphasizes long-term equity ownership and selective fixed-income investments through fundamental analysis, proprietary screening, and customized portfolios, managing approximately $1.34 billion in assets across five advisors.

Karen Wendell is a Series 65 registered advisor with 26 years of industry experience. She has been with David Wendell Associates, Inc. since 1995. David Wendell Associates provides fee-only investment supervisory and advisory services to a diverse client base, including individuals, high-net-worth families, trusts, charitable organizations, businesses, banks, and other advisors. The firm focuses on fundamental equity and bond analysis, employing a company-by-company approach with written research reports, a proprietary statistical equity screen, and external fixed-income consulting.

Marilyn Rios is a financial advisor at Dakota Wealth, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Dakota Wealth since 2017, including its predecessor firm Oakmont Partners, LLC, as well as at Genery Wealth Management, LLC and Commonwealth Financial Network. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base including individuals, trusts, foundations, and business enterprises. The firm utilizes a long-term, customized investment approach that integrates fundamental, technical, and quantitative analysis to build diversified portfolios and is involved in managing pooled investment vehicles and sub-advising a registered ETF.

Christian Beliveau is a financial advisor with LPL Financial in Dover, NH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2007 and is also affiliated with Northeast Planning Associates, Inc., where he has worked since 2003. In addition to his advisory roles, he is involved in selling fixed insurance products and group medical benefits. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and a large network of investment adviser representatives.

John Caggiano is a financial advisor at The AmeriFlex Group with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His career includes roles at Northeast Planning Associates, LPL Financial, Commonwealth Financial Network, and The Wealth Management Group. Outside of advising, he serves as chairperson for the Wentworth Douglass Annual Charity Motorcycle Ride. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations and multiple custodian platforms, with ongoing account monitoring and flexibility in fee negotiation.

Thomas Sowinski Sr. is a financial advisor with ON Investment Management CO, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with The O.N. Equity Sales Company since 2000 and Ohio National Life Insurance since 1998, alongside operating his own business since 1995. Outside of his advisory roles, Sowinski serves as President of the Board of Directors for Phoenix Family Focus, a nonprofit organization. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including modular financial plans and access to third-party investment programs, managing both discretionary and non-discretionary client accounts.

Joseph Quintal is a financial advisor with Dakota Wealth, LLC in Newington, NH. He holds Series 63 and Series 65 licenses and has four years of industry experience, including prior roles at Fidelity Brokerage Services LLC. His background includes a variety of positions spanning financial services and academia. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base, including individuals, trusts, foundations, and business enterprises. The firm employs a long-term, customized investment approach utilizing fundamental, technical, and quantitative analysis to build diversified portfolios across various asset classes and manages pooled investment vehicles and private funds.

Paul Lefevre III is a financial advisor with Brookwood Investment Group in Rochester, NH, holding Series 65, 63, and 66 licenses and nine years of industry experience. He has previously worked at Redwood Private Wealth, Secure Investment Management, and Retirement Wealth Advisors. In addition to his advisory role, Lefevre owns and operates an insurance sales business under the name Snug Harbor Financial & Insurance Services. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a customized approach using a mix of passive, active, tactical, and blended strategies and maintains multiple affiliated businesses and platform relationships.