William Rich is a CFA® charterholder and holds a Series 65 license with 31 years of industry experience. He has been with Northstar Capital Advisors, Inc. since 1995. NorthStar Capital advises wealthy individuals, families, and select institutions through separately managed, long-only equity portfolios managed on a discretionary basis. The firm emphasizes fundamental research to identify well-managed growth stocks bought at reasonable valuations and incorporates institutional-style governance within a small, two-advisor team.

Paula Parrish is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at BlueLine Advisors. Her career includes roles at Ally Invest Advisors, Clarfeld Financial Advisors, Citizens Securities, AXA Advisors, and Fidelity Brokerage Services. BlueLine Advisors provides fee-based investment advisory and portfolio management to individual and institutional clients. The firm employs a range of strategies including strategic asset allocation and discretionary management, and it also offers consulting and sub-advisory services to other advisers.

Edwin Safir is a financial advisor with Safir Wealth Advisors, LLC in Greenland, NH, holding Series 63 and Series 66 designations and bringing 53 years of industry experience. He worked at Coburn & Meredith, Inc. for 14 years before founding Safir Wealth Advisors in 2017. Safir Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and comprehensive financial planning. The firm manages approximately $198 million across about 67 clients, focusing on diversified portfolios primarily composed of low-cost mutual funds and ETFs, with an investment approach that combines fundamental, technical, cyclical, and charting analysis.

Mark Hideriotis is a financial advisor at Financial Management Associates, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Inc., Antaeus Wealth Advisors, LLC, and JP Morgan Chase. Outside of his advisory role, he is also an independent insurance agent for various companies. Financial Management Associates, LLC provides portfolio management and financial planning services to individuals, pension plans, trusts, and business entities, managing over $126 million in client assets. The firm employs a combination of fundamental and technical analysis and typically exercises investment discretion while offering consultative and non-securities advice, including insurance recommendations.

Eric Flaim is a financial advisor with Estate Planners of New England, LLC, holding a Series 66 designation and 23 years of industry experience. He has been with Estate Planners of New England since 2015 and also works with APW Capital, Inc. Outside of his advisory roles, Flaim engages in public speaking and serves as an assistant ski team coach at St. Thomas High School. Estate Planners of New England, LLC provides discretionary portfolio management and financial planning to individuals, corporations, pension and profit-sharing plans, and other advisors. The firm employs proprietary portfolio models and a mix of investment strategies, focusing on aligning portfolios with clients’ investment policies and risk tolerances.

Amanda Lique is a financial advisor at Valor Wealth Partners with six years of industry experience. She holds a Series 65 credential and has worked at Valor Wealth Partners and its predecessor entities since 2019. Prior to that, she spent 15 years at Digital Federal Credit Union. Valor Wealth Partners serves individual and high-net-worth clients, offering fee-only investment management and comprehensive financial planning. The firm uses a mix of passive and active strategies, applying various analytical methods to tailor portfolios according to client objectives and risk tolerance.

Eric Giacobba is a financial advisor at BlueLine Advisors with 17 years of industry experience. He holds a Series 65 designation and has worked at BlueLine Advisors since 2022. In addition to his advisory role, Mr. Giacobba is the CEO of Covrd, Inc., a technology company focused on product management, design, and sales and marketing. BlueLine Advisors serves individual and institutional clients, offering fee-based investment advisory, portfolio management, and wealth advisory services. The firm employs a strategic and tactical asset allocation approach with customized management and provides outsourced Chief Investment Officer and consulting services to other advisers and programs.

Tracy Middleton is a financial advisor at Castle Asset Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Castle Asset Management since 2017. Castle Asset Management provides financial planning, portfolio management, and pension consulting primarily to non-high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses a combination of income-focused and long-term purchase strategies supported by fundamental and technical analysis and modern portfolio theory.

Thomas Mcenaney is a CFP® with 22 years of industry experience, currently serving as an advisor at Catalyst Investment Management LLC since 2020. He previously worked for eight years at Maine Financial Advisors. Catalyst Investment Management LLC provides discretionary investment management and financial planning for individuals, high-net-worth clients, trusts, and estates. The firm uses a long-term fiduciary investment approach that incorporates fundamental, technical, cyclical, and charting analysis to tailor portfolios, primarily employing low-cost mutual funds and ETFs alongside individual securities as appropriate.

Kristina Nissen is a CFA® charterholder with eight years of experience at Trinexus Capital, LLC. She began her career independently before joining Trinexus in 2018 and also worked with Ellie and June, LLC from 2016 to 2018. Trinexus Capital provides investment management services to individuals and institutional clients, including family offices, endowments, and pensions. The firm employs a combination of quantitative and fundamental analysis using proprietary factor models to actively manage equity strategies across various market segments.

Anthony Zanetti is a financial advisor with Mardin Capital Group in Rye, NH, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Eaton Vance Management, and LPL Financial. Mardin Capital Group provides integrated wealth management services to individuals and families with a focus on discretionary investment management and financial planning. The firm employs a planning-driven, goals-based investment approach that segments assets by time horizon and risk profile, emphasizing long-term discipline and incorporating tax-aware strategies.

Andrew Safir is a CFP® with 14 years of industry experience. He is a founding advisor at Safir Wealth Advisors, LLC, where he has worked since 2017. Prior to that, he spent four years at Coburn & Meredith Inc. Safir Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm provides discretionary portfolio management and comprehensive financial planning, focusing on diversified portfolios with low-cost mutual funds and ETFs alongside selective use of individual securities.

Robert Wofchuck is a CFP® professional at Ledgewood Wealth Advisors, LLC with 23 years of industry experience. He has been with Ledgewood Wealth Advisors since 2005. Ledgewood Wealth Advisors serves individuals, trusts, estates, and business entities with portfolio management and financial planning services. The firm employs fundamental analysis and continuous monitoring, using both discretionary and non-discretionary accounts, and may incorporate active investment techniques based on client objectives and risk tolerance.

Kathryn Chase is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mardin Capital Group. Her prior experience includes roles at LPL Financial and Liberty Mutual Group. She is also a licensed insurance agent and serves as a public notary for her former firm. Mardin Capital Group provides integrated wealth management services to individuals and families, focusing on discretionary investment management and financial planning that align with clients’ goals and risk tolerance. The firm employs a planning-driven, goals-based approach with tax-aware strategies and retains discretionary authority to manage client portfolios.

Barry Dyke is a financial advisor at Castle Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including pension consulting and life insurance since the early 1980s. Outside of advisory services, he is involved in life, disability insurance, and annuity sales. Castle Asset Management, LLC provides financial planning, portfolio management, pension consulting, and financial consulting to individuals and institutional clients such as pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs long-term, income-focused strategies using fundamental and technical analysis within a modern portfolio theory framework.

Troy Zerveskes is a financial advisor with Advisory Resource Group, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2015 and is currently associated with New Hampshire Federal Credit Union. Outside of financial advising, he has a business interest in Hurricane IT LLC, a company involved in the ring/hook game industry. Advisory Resource Group, LLC provides financial planning and consulting services to individuals, high-net-worth clients, and businesses, focusing on written plans and ad-hoc consultations without offering ongoing discretionary investment management. The firm operates on hourly or fixed-fee engagements, with implementation typically handled through affiliated broker-dealer or insurance channels.

Frank Sabin is a CFA® charterholder with 20 years of industry experience and has been with BlueLine Advisors since 2012. He holds a Series 63 license and teaches courses at Southern New Hampshire University outside of his advisory role. BlueLine Advisors provides fee-based investment advisory and wealth management services to individual clients, retirement plans, trusts, estates, and business entities. The firm employs a discretionary portfolio management approach using strategic and tactical asset allocation with a focus on ETFs and mutual funds, and it also serves as a sub-advisor and service provider to other advisers and plan sponsors.

David Gerasin is a financial advisor at Steele Street Capital LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors for 12 years. Outside his advisory role, he is involved in managing several commercial real estate ventures through various family-owned entities. Steele Street Capital serves individuals, families, affiliated trusts, and business clients with comprehensive wealth management, limited-scope advisory, financial and investment planning, and retirement-plan consulting. The firm manages assets on both a discretionary and non-discretionary basis and offers a combination of traditional wealth management with business transition and cash-management consulting.

Gregg Marks is a financial advisor at Estate Planners of New England, LLC with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has prior experience at Fidelity Brokerage Services LLC and Wells Fargo Advisors. Estate Planners of New England, LLC provides discretionary portfolio management and financial planning for individuals, corporations, pension and profit-sharing plans, and other advisors through turnkey asset management programs. The firm employs a proprietary portfolio model architecture incorporating mutual funds and ETFs, combining fundamental analysis with a range of strategies to align portfolios with client objectives and risk tolerance.

Jonathan Hahn is a financial advisor at NorthStar Capital Inc with one year of industry experience. He holds a Series 65 designation and has prior work experience including service in the United States Army and roles at automotive companies BMW and Toyota. NorthStar Capital serves wealthy individuals, families, and selected institutional accounts with discretionary management of long-only portfolios focused on long-term growth equity. The firm emphasizes fundamental research and regularly reviews client accounts, managing approximately $104.1 million in discretionary assets.