Bruce Romagnoli is a financial advisor with Insight Folios, holding the ChFC® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including prior roles at Beacon Capital Distributors Inc and Planmember Securities Corporation. Outside of his advisory work, he owns B&B Income Tax Services, LLC, a tax preparation business. Insight Folios provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients, while also offering ERISA plan consulting and serving as a sub-adviser to other registered investment adviser firms. The firm employs a team-based approach supported by proprietary planning software and incorporates fundamental, technical, and cyclical analysis with a long-term trading orientation.

Mark Cross Powers is a financial advisor at Little House Capital, LLC with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including Merrill, People's United Bank, and Infinex Investments. Little House Capital manages approximately $675 million for about 200 clients, offering discretionary and non-discretionary portfolio management along with wealth management, financial planning, and trustee services. The firm employs a personalized, long-term investment approach combining fundamental and technical analysis, with oversight that includes ongoing due diligence and annual formal reviews.

Richard Senatore is a financial advisor with RCM Wealth Advisors in Bedford, NH, holding Series 63, 65, and 66 credentials and nine years of industry experience. His prior roles include positions at H&R Block, Stonewall Capital Management, and UBS Financial Services. Outside of finance, he is an antique dealer and actively involved with the NH Tomahawks Lacrosse Club. RCM Wealth Advisors provides investment portfolio management and financial planning services to individuals, pension and profit-sharing plans, and corporate entities. The firm employs fundamental and cyclical analysis managed by an internal Investment Policy Committee and offers a range of strategies including managed asset portfolios and options-based income programs.

Robert Piton is a CFA® charterholder with 22 years of industry experience. He is currently with Total Clarity Wealth Management, Inc., where he has worked since 2019, and also has a role at Preactive Investments. His prior experience includes positions at Rothschild Investment Corp and Kowitz Investment Group. Outside of finance, he is pursuing skills in software design and development through online classes. Total Clarity Wealth Management serves individuals, trusts, estates, charitable organizations, and corporate clients with wealth management and financial planning services. The firm employs customized asset allocations, discretionary portfolio management, and offers both traditional and more active investment strategies including the use of derivatives and alternative investments.

Lauren Squeglia is a financial advisor at McLean Asset Management Corporation with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at McLean Asset Management since 2020, following 12 years at Linsco Private Ledger. McLean Asset Management Corporation provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-advisor team approach, managing approximately $819.2 million in assets as of the end of 2024, and focuses on individualized portfolios based on Modern Portfolio Theory and broad asset-allocation principles.

David Snyder is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Sweeney Financial Advisors in Bedford, NH. His prior work includes roles at Citizens Securities Inc. and CITIZENS Bank. Sweeney Financial Advisors provides financial planning and discretionary investment management to individuals, families, trusts, endowments, retirement-plan sponsors, and business entities. The firm employs tax-aware, goal-based portfolios utilizing low-cost institutional funds, fixed-income securities, and private alternative investments, managing approximately $403 million across 247 client relationships.

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.

Travis Broadhurst is a financial advisor at Sweeney Financial Advisors with six years of industry experience. He holds the Series 66 designation and has worked at several firms, including Lake Street Advisors Group, Essential Planning, and SCS Capital Management. Sweeney Financial Advisors serves individuals, families, trusts, endowments, retirement-plan sponsors, and business entities with financial planning and discretionary investment management. The firm employs a fee-only model, managing portfolios tailored to client goals using low-cost institutional funds, fixed-income securities, and private alternative investments.

Robert Cordeau is a financial advisor at McLean Asset Management Corp. in Milford, NH, with 21 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 65 licenses. Prior to his current role, he worked at Aurelius Family Office, LLC for one year. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to individuals—including high-net-worth clients—retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tax-efficient, globally diversified portfolios grounded in Modern Portfolio Theory and offers ESG screening options along with specialized portfolio management strategies.

Frank Stama is a financial advisor with Brookwood Investment Group in Amherst, NH, holding a Series 66 designation and over 20 years of industry experience. Prior to joining Brookwood in 2025, he held roles at Redwood Private Wealth, Coppell Advisory Solutions (Fusion Capital Management), and several other firms. He is also the owner of MKT Consulting, a business management consulting practice. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans with portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a variety of investment strategies and maintains a network of affiliated businesses and platform relationships.

Zachary Silk is a financial advisor with Northeast Planning Associates, Inc. in Bedford, NH. He holds a Series 66 designation and has six years of industry experience. Prior to joining Northeast Planning Associates and LPL Financial in 2018, he worked in various roles including at Vacation Innovations and Panera Bread. Outside of his advisory work, he is involved in music as a performer, private instructor, and composer, and operates an online music education business. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements with access to investment management, managing approximately $327.7 million in client assets and providing subscription-based wealth management software.

Edward Hiers is a financial advisor with Northeast Planning Associates, Inc. He holds a Series 63 designation and has 53 years of industry experience. He has worked at Northeast Planning Associates since 1984 and at LPL Financial since 2007. Outside of his advisory work, he serves as a pastor of a Christian church. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, focusing primarily on individuals and retirement plans rather than corporate clients.

Jason Cillo is a Series 65-licensed advisor with 13 years of industry experience. He is affiliated with Coppell Advisory Solutions LLC and Fusion Capital Management, where he has worked since 2014 and 2019, respectively. In addition to his advisory roles, Cillo operates Steele Associates, a tax planning and preparation business. Fusion Investment Advisors, operating under Coppell Advisory Solutions LLC, provides discretionary portfolio management and financial planning services to individuals, trusts, pension plans, charitable organizations, and business entities. The firm uses an open-architecture platform with a broad investment toolkit and employs both fundamental and technical analysis to implement tailored investment strategies.

Caitlin Harrison is a financial advisor with Northeast Planning Associates, Inc. in Bedford, NH, holding a Series 66 designation and 15 years of industry experience. She has worked with Northeast Planning Associates since 2016 and has been affiliated with LPL Financial, LLC since 2008. Outside of her advisory role, she is involved in managing short-term rental properties. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements, access to investment management, and subscription-based wealth management software, focusing on fiduciary standards and client-specific planning approaches.

Donald Burnham is a financial advisor with Northeast Planning Associates, Inc., holding Series 63 and Series 65 designations and bringing 49 years of industry experience. He has worked with Northeast Planning Associates since 2003 and spent ten years at LPL Financial from 2007 to 2017. Northeast Planning Associates, Inc. is an SEC-registered investment adviser that provides modular financial planning, discretionary investment management, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages approximately $414 million in discretionary assets and offers consultative, tailored financial planning alongside fiduciary discretionary portfolio management.

Jared Koelker is a financial advisor at Northeast Planning Associates, Inc. with 14 years of industry experience and holds the Series 66 designation. His prior experience includes positions at LPL Financial LLC, Sagepoint Financial, Inc., and Questar Asset Management, Inc. He maintains an ownership interest in a non-variable insurance agency, The Beacon Retirement Group. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, managing approximately $414 million in discretionary assets with a team of about 70 advisors.

James Ayers is a financial advisor with LPL Financial based in Bedford, NH. He holds a Series 66 designation and has 17 years of industry experience. He has worked at LPL Financial and Northeast Planning Associates since 2008. In addition to advisory services, he is involved in fixed insurance sales, including life, disability, long-term care, and fixed annuities. LPL Financial serves a broad range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various advisory and brokerage services supported by in-house research, model portfolios, and a range of investment and insurance products.

James Wallace is a financial advisor at Northeast Planning Associates, Inc. with 16 years of industry experience and holds Series 63 and 66 licenses. His prior experience includes roles at LPL Financial, Fidelity Investments, and J.P. Morgan Securities. He serves as a board member of Archaeo Church, a religious organization in Arizona. Northeast Planning Associates, Inc. is an SEC-registered investment adviser that provides modular financial planning, discretionary investment management, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages roughly $414 million in discretionary assets with a team of about 70 advisors and emphasizes tailored planning and fiduciary portfolio management.

Paul Goyette is a financial advisor with Northeast Planning Associates, Inc. and holds Series 63 and Series 65 credentials. He has 30 years of industry experience, including over 19 years with LPL Financial and more than 23 years at Northeast Planning Associates. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular, consultative planning engagements with access to investment management, managing approximately $327.7 million in client assets.

Caleb Kirby is a CFP® with 24 years of industry experience, currently serving at Northeast Planning Associates, Inc. since 2019. His prior roles include positions at LPL Financial, Bfc Planning, Securities Management and Research, Inc., and American National Insurance. He is also the managing member and owner of American Family Financial Group, an insurance agency specializing in life insurance and annuities. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services primarily to individuals, high-net-worth individuals, trusts, estates, and retirement plans. The firm offers modular, consultative planning engagements with access to investment management and manages approximately $327.7 million in client assets.