Andrew Schwarz is a financial advisor with Summit Wealth Group LLC in Exeter, NH, holding a Series 66 designation and 11 years of industry experience. He has been with Summit Wealth Group since 2016, working as part of a seven-advisor team. Summit Wealth Group LLC offers personalized Financial Life Planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm provides portfolio management and ongoing financial planning, as well as tax preparation and planning on a subscription basis and fixed-fee consulting, employing customized investment strategies and tactical tools tailored to client goals and risk tolerance.

Heather Meeks is a CFP®-certified financial advisor with 18 years of industry experience, currently serving at Summit Wealth Group LLC since 2016. She holds a Series 66 license and has served as a Trustee of the Trust Funds for the Town of Cornish, NH since 2006. Additionally, she works as an independent insurance agent for various companies. Summit Wealth Group LLC offers personalized Financial Life Planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm combines portfolio management with tax preparation and planning, employing written Investment Policy Statements and asset-allocation strategies tailored to clients’ goals and risk tolerance.

Peter Willcox Jr. is a CFP® professional with 15 years of industry experience, currently serving at Affinity Investment Group, LLC since 2009. He is also licensed as an insurance broker/agent, dedicating a portion of his time to this activity. Affinity Investment Group serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities with personalized financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $515 million in assets using a core-and-satellite asset allocation approach, emphasizing mutual funds and ETFs, with portfolio supervision tailored to client objectives and tax considerations.

Jason Irwin is a financial advisor at St. Germain Investment Management with two years of industry experience. He previously worked at Equitable Advisors, NYLIFE Securities LLC, and New York Life. Outside of his advisory role, he serves as an administrator and co-executor of a family trust. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, and charitable organizations. The firm employs a model-based asset allocation approach combining quantitative and qualitative analysis, offering customized investment strategies and integrating personalized financial planning.

Katherine Dyer is a financial advisor at Gateway Wealth Partners, LLC with 11 years of industry experience. She holds the Series 65 and Series 63 credentials and has worked at firms including LPL Financial LLC dba Gateway Financial Partners and GWN Securities, Inc. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans with financial planning, consulting, and wealth management services. The firm allocates client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers, using both fundamental and technical analysis.

Molly Talty is a ChFC® affiliated with Mariner Independent, with experience in the financial services industry since 2019. She has worked at multiple firms, including Crescent Wealth Partners, Logarus Wealth Solutions, and Mariner Platform Solutions. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities through a network of investment adviser representatives. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments, utilizing both firm-built model portfolios and customized discretionary management.

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.

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.

Brent Kimball is a financial advisor at Gateway Wealth Partners, LLC with 40 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at firms including LPL Financial and GWN Securities Inc. He serves as a board member of Alex's Team Foundation, a nonprofit organization. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers, and manages approximately $1.25 billion in regulatory assets under management.

Irina Andreasen is a financial advisor at Flagship Harbor Advisors, LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Flagship Harbor Advisors and LPL Financial since 2015. Outside of her advisory role, she is involved in a local pickleball club in Belmont, NH. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a range of investment strategies including mutual funds, ETFs, individual securities, and separately managed accounts.

Nancy Andrew is a financial advisor at Flagship Harbor Advisors, LLC with 13 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones before joining Flagship Harbor Advisors and LPL Financial in 2020. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of around 60 advisors, employing both fundamental and technical analysis across a range of investment vehicles and strategies.

Michael Smith is a financial advisor at Vanderbilt Advisory Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2017. Outside of his advisory role, he has been involved with Swift Textile Metalizing, LLC since 1999. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and employing multiple analytical approaches, while maintaining formal integration with retirement-plan and benefits firms to provide combined advisory and plan administration services.

Michael Matty is a CFP®, CFA®, and ChFC® with 26 years of industry experience. He has been with D.J. St. Germain Co., Inc. since 1999 and currently works at St. Germain Investment Management in Stratham, NH. St. Germain Investment Management provides discretionary portfolio management and financial planning to a broad client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate accounts. The firm manages approximately $3.8 billion in assets and utilizes a long-term, asset-allocation-driven approach, combining quantitative and qualitative analysis.

Joseph Polychronis is a financial advisor with Integrity Advisory Solutions in Rochester, NH, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Tucker Asset Management LLC and operating his own firm, Polychronis Financial Services, which offered retirement planning, tax preparation, and insurance services. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors managing around $1.1 billion in assets. The firm provides portfolio management, financial planning, retirement plan consulting, and utilizes both fundamental and technical analysis alongside multiple asset-allocation frameworks.

Hunter Brownlie is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2017 and previously worked at Financial West Group for 18 years. Brownlie is also the managing member of HDB Investment Group, LLC, and serves on the investment committee of the Wentworth Watershed Association, where he participates in overseeing and monitoring investment accounts. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and digital platform services, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Emily Roster is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. She previously worked at M.P. Losapio & Company, LLC for 20 years and is a partner at OnPoint Tax and Consulting Services, PLLC, a CPA firm. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term approach and utilizing both internal management and third-party asset managers.

Shania Murray is a Series 66-licensed advisor with Integrated Wealth Concepts LLC, bringing four years of industry experience. Prior to joining Integrated Wealth Concepts in 2024, she worked at Ameriprise from 2021 to 2024 and has held roles outside finance in early childhood education and healthcare. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios primarily consisting of mutual funds, ETFs, equities, and fixed income.

Tyler Kretschmar is a financial advisor at Integrity Alliance, LLC with two years of industry experience. He previously worked at Lincoln Investment and Capital Analysts. Additionally, he is an agent with American Senior Benefits, providing insurance services to clients. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a mix of discretionary accounts, model portfolios, and third-party sub-advisers.

Colin Walker is a financial advisor at Integrated Wealth Concepts LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked for Ameriprise Financial Services, Inc. for eight years. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Clifford Jurdi is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and possessing 29 years of industry experience. He has been with Commonwealth Financial Network since 2000. In addition to his advisory work, Jurdi conducts retirement planning seminars as a presenter for Goldman Sachs and serves as a FINRA board of arbitrators member. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides adviser support through managed-account programs, access to third-party asset managers, retirement consulting, and custody services, employing both internally managed and outsourced portfolio management strategies.