Leanne Martin is a CFP® with 19 years of industry experience, currently serving at Integrity Financial Advisors, LLC. She previously worked for Arete Wealth Advisors LLC and Arete Wealth Management LLC for 11 years. In addition to her advisory role, she is an independent insurance agent providing advice on health and life insurance. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by offering portfolio management through third-party managers alongside financial consulting and retirement/IRA rollover advice. The firm primarily recommends active, discretionary management implemented by affiliated advisers and monitors client accounts with regular performance reporting.

Joseph Skees is a CFP® and ChFC® with 31 years of industry experience. He is currently affiliated with Arca Wealth, LLC in Portsmouth, NH, and has worked at Granite Bay Wealth Management, LLC and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is a commissioned notary public in New Hampshire. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process to develop customized asset allocations and utilizes a broad range of investment options including mutual funds, ETFs, individual equities, fixed income, REITs, ETNs, cryptocurrency exposure, and options strategies.

Thomas La Haise IV is a financial advisor at Wellesley Asset Management, Inc. with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes positions at Foreside Fund Services, LLC and Wellesley Investment Partners, LLC. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts as well as affiliated mutual funds, an exchange-traded fund, and a private pooled vehicle.

Kristen Hanley is a Series 65 licensed advisor with 26 years of industry experience. She has been with CMH Wealth Management, LLC since 2009. CMH Wealth Management provides discretionary investment management and comprehensive wealth management services to a diverse client base including individuals, trusts, foundations, and business entities. The firm employs a documented investment process guided by an Investment Committee and combines qualitative and quantitative analysis to construct tailored portfolios.

Nicholas Felici Jr. is a financial advisor at Wellesley Asset Management, Inc. He holds a Series 65 credential and has nine years of industry experience. He has been with Wellesley Investment Advisors, Inc. since 2011. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts and serving as adviser to affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

Paul Stanley is a financial advisor at Arca Wealth, LLC with 29 years of industry experience. He holds the CFP® designation and several securities licenses. Prior to joining Arca Wealth, he worked at Granite Bay Wealth Management, LLC and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as a Selectman for the Town of Greenland, NH, and is president of the BNI Seacoast referral group. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm offers customized asset allocations across multiple risk profiles using a broad range of investment vehicles including mutual funds, ETFs, individual equities, fixed income, REITs, and options strategies.

Andrew Lord is a ChFC® with 36 years of industry experience. He is a founding member of Essential Planning, LLC, where he has worked since 2002, and previously held roles at Purshe Kaplan Sterling Investments and ValMark Securities, Inc. Outside of his advisory work, he is involved in managing commercial real estate properties in Portsmouth, NH. Essential Planning, LLC provides financial planning and investment management services primarily to individuals and families, managing approximately $524 million in assets. The firm employs a strategic asset allocation approach with a core-and-satellite structure, using passive index and ETF exposures complemented by selective active managers.

Nichole Raftopoulos is a CFP® professional with 30 years of industry experience, currently serving at Nvest Financial, LLC. She has been with Nvest Financial since 2003 and holds registrations with both Nvest Financial and Purshe Kaplan Sterling Investments. Outside of her advisory role, she is co-founder and President of the nonprofit Operation Love From Home, a board member at Kennebunk Savings Bank, and a singer with the Deep Blue C Studio Orchestra. 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 services, focusing on customized, generally long-term portfolios using diversified mutual funds, ETFs, and other securities.

Ronald Fredette is a financial advisor with Elevated Capital Advisors, LLC in Dover, NH, holding Series 63 and Series 65 licenses and six years of industry experience. He has operated Fredette Insurance Services since 2002. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations, offering investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis alongside strategic and tactical asset allocation to manage portfolios and provide consulting services.

Bryan Monteverde is a financial advisor with Arca Wealth, LLC in Portsmouth, NH, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Granite Bay Wealth Management, Divorce Outcomes, LLC, and Bank of New York Mellon. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process to create customized asset allocations and utilizes a range of investment vehicles including mutual funds, ETFs, individual equities, fixed income, and alternative strategies.

Michael Foley is a financial advisor at Wellesley Asset Management, Inc. in Portsmouth, NH, with 19 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Wellesley Investment Advisors since 2015, with prior experience at Foreside Fund Services, LLC. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and various institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts, affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

Stephen Marzo is a financial advisor at Wellesley Asset Management, Inc. with nine years of industry experience. He holds the Series 65 designation and has been with Wellesley Investment Advisors since 2015. Wellesley Asset Management provides discretionary portfolio management to individuals, including high-net-worth clients, pension and retirement plans, and various institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts, affiliated mutual funds, an exchange-traded fund, and a private pooled vehicle.

John Slattery is a financial advisor with Arca Wealth, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Granite Bay Wealth Management, Key Investment Services LLC, KeyBank NA, and Camden National Bank. Outside of financial services, he previously managed a business called Slattery's Village Trading Post. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process to develop customized asset allocations across Conservative, Moderate, Strategic Growth, and Aggressive approaches using a variety of investment tools including mutual funds, ETFs, equities, fixed income, REITs, ETNs, cryptocurrency exposure, and options strategies.

Reid Smith is a CFA® charterholder with 19 years of industry experience. He is currently affiliated with David Wendell Associates, Inc. and has worked at R.M. Davis, Inc. for the past 10 years. In addition to his advisory role, he serves as a director of Borden Mining Co., a business involved in leasing land and collecting mining royalties. David Wendell Associates provides fee-only investment supervisory and advisory services to individuals, high-net-worth families, institutions, and other advisors. The firm focuses on fundamental, company-by-company equity and bond analysis and manages over $1.33 billion in assets across five portfolio managers.

John Fredette is a CFA® charterholder and financial advisor at CMH Wealth Management, LLC in Portsmouth, NH, with eight years of industry experience. He has worked at CMH Wealth Management since 2017 and previously was employed at Piscataqua Savings Bank from 2013 to 2017. CMH Wealth Management provides discretionary investment and comprehensive wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a documented Investment Policy Statement and an Investment Committee that uses both qualitative and quantitative analysis to construct tailored portfolios.

Steven Nassoura is a CFP® and holds a Series 65 license with 26 years of industry experience. He was previously a principal at Creegan & Nassoura Financial Group, LLC for 26 years before joining CMH Wealth Management, LLC, where he currently serves as an advisor. CMH Wealth Management provides discretionary investment and comprehensive wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and business entities. The firm employs a disciplined investment process involving an Investment Committee and both qualitative and quantitative analysis to tailor portfolios, and manages approximately $813 million for over 300 clients.

Eileen Monahan is a financial advisor with Nvest Financial, LLC, holding Series 63 and Series 66 credentials and over 44 years of industry experience. She previously worked at Commonwealth Equity Services, Inc. for 39 years before joining Nvest Financial. Monahan serves on the boards of two nonprofits that support artists and musicians. 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, financial planning, and retirement-plan advisory services, using diversified portfolios that incorporate fundamental and technical analyses.

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.

Karen O'Donoghue is a financial advisor at Beck Bode LLC with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network, LLC. In addition to her advisory role, she is an independent licensed insurance agent. Beck Bode provides discretionary investment management, financial planning, and pension consulting services to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies, with tailored asset allocation based on client goals and risk tolerance.

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.