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.

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.

John Degan is a financial advisor at Harbor Advisory Corporation with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Harbor Advisory since 1996. Harbor Advisory Corporation provides discretionary investment management and financial advice primarily to families and related accounts, as well as trusts, estates, foundations, and various organizational clients. The firm develops individualized asset-allocation plans based on risk profiles and tax and estate needs, using economic and fundamental analysis for security selection, and offers ongoing portfolio oversight and detailed client reporting.

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.

Andre Laplante is a financial advisor at Capital Design Private Wealth LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services from 2015 to 2019. Laplante has been with Capital Design since 2019. Capital Design Private Wealth LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, and consulting through a three-tiered advisory model, combining fundamental and technical analysis to build diversified portfolios with low-cost mutual funds and ETFs.

William Rispoli II is a financial advisor at Salem Advisory Group LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Village Accounting and Hostile Valley Corporation. Salem Advisory Group manages approximately $76 million for a diverse client base including individual and high-net-worth households, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm provides discretionary investment management, financial planning, and pension consulting services, tailoring portfolios to client objectives using fundamental and technical analysis along with various investment strategies.

Justin Finn is a financial advisor with Secure Planning, LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has been with Secure Planning since 2000. In addition to his advisory role, Finn also acts as an insurance agent within the firm, dedicating a portion of his time to insurance planning as part of comprehensive financial services. Secure Planning, LLC serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations, managing over $169 million in discretionary assets. The firm utilizes Modern Portfolio Theory and an efficient market approach to construct and manage portfolios, offering both discretionary and non-discretionary services as well as specialized support for athletes through its Finn Wealth Advisors service line.

Peyton Oakes Bryden is a Series 65 credentialed advisor at Steele Street Capital LLC with one year of industry experience. Prior to joining Steele Street Capital, he worked at Prescott Hamilton International for three years and was employed by the University of New Hampshire for four years. Outside of his advisory work, he owns IBW Group, LLC, which designs and manufactures camera systems. Steele Street Capital serves individuals, families, affiliated trusts, and business clients through various service lines including comprehensive wealth management, limited-scope advisory, financial and investment planning, and retirement-plan consulting. The firm offers both discretionary and non-discretionary asset management, utilizing custodian platforms such as LPL Financial and Betterment Advisor Solutions, and is notable for sponsoring wrap-fee programs and integrating business transition and cash-management consulting.

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.

Daniel Zibinskas is a CFA® charterholder with 15 years of industry experience. He has been with Harbor Advisory Corporation since 2020 and previously worked at Beaumont Financial Partners, LLC from 2011 to 2020. Harbor Advisory Corporation provides discretionary investment management and comprehensive financial planning services primarily for families, trusts, foundations, and other institutions. The firm emphasizes individualized asset allocation plans and maintains regular oversight through an Investment Committee, with a focus on client communication and education alongside portfolio management.

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 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in pension consulting and insurance since the early 1980s. In addition to his advisory work, he is active in life, disability insurance, and annuity sales. Castle Asset Management provides financial planning, portfolio management, and pension consulting primarily for 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, managing assets mainly on a non-discretionary basis.

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.

Paul O'Leary is a financial advisor at Unconventional Investor, LLC with 18 years of industry experience. He holds a Series 65 credential and has been with Unconventional Investor since 2007. Unconventional Investor primarily serves individual clients, including both high-net-worth and non-HNW individuals, offering discretionary portfolio management, initial portfolio evaluations, and periodic financial planning. The firm’s investment approach emphasizes asset allocation based on a framework influenced by David Swensen, utilizing low-cost equity index funds and U.S. Treasury bonds and TIPS, with portfolios customized to client risk profiles and managed with a buy-and-hold, low-turnover discipline.

Joshua Weiss is a financial advisor at Compass Planning Associates, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC and Liberty Mutual Insurance Company. Compass Planning Associates, Inc. provides comprehensive financial, investment, and tax planning services to individuals, retirement plan participants, trusts, estates, and business entities. The firm typically implements portfolios through passive asset allocation using index mutual funds and ETFs, offering ongoing planning with regular client check-ins and discretionary or non-discretionary account management.

Alexander Fredette is a financial advisor at Elevated Capital Advisors, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Elevated Capital Advisors, he worked in various roles at Wentworth Douglas Hospital, Frisbie Memorial Hospital, and Massachusetts General Hospital. He also operates Fredette Financial Services, an independent financial service entity. Elevated Capital Advisors is a team of approximately 20 advisors managing around $499 million for about 1,000 clients, serving individuals, trusts, estates, retirement and profit-sharing plans, and small businesses. The firm provides wealth management, financial planning, ERISA retirement-plan services, sub-advisory services, and self-directed brokerage account options, utilizing model portfolios and advisor-directed accounts with a range of strategic and tactical investment approaches.

Paul Doran is a financial advisor at Essential Planning, LLC with 23 years of industry experience. He has worked at Valmark Securities, Inc. since 2020 and Purshe Kaplan Sterling Investments from 2016 to 2020. In addition to his advisory role, he serves on the board of directors for the Wolfeboro Area Recreation Association, a nonprofit recreational facility in Wolfeboro, NH. Essential Planning, LLC provides personalized financial planning and investment management to individuals, trusts, and estates, managing approximately $440 million for around 535 clients. The firm employs a strategic asset-allocation core-and-satellite approach using primarily passively managed index funds and ETFs, with many accounts managed on a discretionary basis.

Jillian Wagner is a financial advisor with Cornerstone Financial Planning, LLC in Portsmouth, NH. She holds a Series 65 designation and has one year of industry experience. Prior to joining Cornerstone Financial Planning, Jillian held roles in nonprofit and marketing organizations, including the Tamarack Grief Resource Center and Cindy May Marketing. Cornerstone Financial Planning serves individuals, trusts, estates, and charitable organizations with financial planning, investment management, and consulting services. The firm utilizes mutual funds and exchange-traded funds within a framework of written investment policies and model portfolios, incorporating portfolio optimization and Monte Carlo analysis as part of its process.