Bruce Fenton is a financial advisor at Atlantic Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cantella & Co., Inc. and Foris Capital US LLC. Since 2017, he has served as president of Chainstone Labs, a fintech company that sponsors non-investment-related conferences. Atlantic Financial Asset Management Corp provides portfolio management and asset allocation planning to individuals, high-net-worth clients, pension plans, and business entities. The firm adopts a macro global economic approach and utilizes both fundamental and technical analysis across various investment strategies, including alternative investments.

Peter Bishop is a financial advisor with Salem Advisory Group LLC in Wells, ME, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Salem Advisory Group since 2013. Salem Advisory Group serves individual investors, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers fee-based investment management and financial planning, tailoring strategies based on client goals, risk tolerance, and time horizon, with portfolio reviews at least quarterly.

Edward Mallon is a CFP® with 56 years of industry experience, currently serving at Secure Planning, LLC since 1990. He holds a Series 63 license and has worked extensively in financial planning. Mallon is also an insurance agent with Secure Planning, providing 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 employs a Modern Portfolio Theory and efficient market approach, offering portfolio management, financial planning, and specialized services such as Finn Wealth Advisors for athletes.

Hilton Kelly Jr. is a financial advisor with Capital Design Private Wealth LLC, holding a Series 66 designation and 25 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 19 years before joining Capital Design Private Wealth in 2019. Capital Design Private Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering investment management and financial planning through a three-tiered advisory model ranging from planning-only services to full discretionary portfolio management. The firm focuses on long-term asset allocation using low-cost mutual funds and ETFs, along with other investment options tailored to client needs.

James Dimos is a CFP® with 20 years of industry experience. He is currently with Advisory Resource Group, LLC and has prior experience at LPL Financial, Northeast Planning Associates, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He is also involved in selling fixed life, liability, and long-term care insurance. Advisory Resource Group, LLC provides financial planning and consulting services to individuals, high net worth clients, and businesses. The firm focuses on delivering tailored written plans and consultations without managing or custodying client assets, typically completing plans within six months and coordinating implementation through affiliated broker-dealer and insurance services.

Jeffrey Sickler is a financial advisor with Odiorne Point Asset Management, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Estate Planners of New England and Santander Bank. In addition to his advisory work, he is a licensed producer for Athene and Nationwide Life and Annuity Insurance Company. Odiorne Point Asset Management provides discretionary portfolio management primarily for individual clients, focusing on asset allocation and ongoing portfolio monitoring based on documented investment policy statements. The firm employs proprietary asset-allocation models and emphasizes fundamental analysis within a small team managing approximately $66 million.

William Leibundgut is a financial advisor at Atlantic Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Foris Capital US and Capital Gain Securities Group. Outside of his advisory role, he serves as Vice President of Chainstone Labs, a FinTech company involved in conference planning. Atlantic Financial Asset Management Corp provides portfolio management and asset allocation planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a macro global economic approach and uses both fundamental and technical analysis across a broad range of strategies, including alternative investments.

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.

Andre Laplante is a financial advisor with Capital Design Private Wealth LLC in Portsmouth, NH, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked at Capital Design Private Wealth since 2019, following prior roles at Ameriprise Financial Services and Fidelity. Capital Design Private Wealth serves individuals, high-net-worth clients, trusts, estates, and retirement plans with a flexible three-tiered advisory model ranging from planning-only to full discretionary portfolio management. The firm focuses on continuous personal contact and a long-term, asset-allocation strategy using primarily 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.

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.

Rebecca Jones Fields is a financial advisor at Straight Forward Wealth Management, LLC in Rochester, NH. She holds a Series 66 designation and has two years of industry experience. Prior to her current role, she worked at Wentworth Douglas Hospital and operated in various business capacities including EvoFit, LLC and Beauvisage Salon & Spa. Straight Forward Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, business entities, and qualified retirement plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor investment strategies and manages discretionary portfolios with regular account reviews and rebalancing.

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.

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, 65, and 66 licenses and has worked at firms including Fidelity Brokerage Services, Wells Fargo Advisors, UBS Financial Services, Morgan Stanley, and Merrill. Estate Planners of New England, LLC provides discretionary portfolio management and financial planning services to individuals, corporations, pension and profit-sharing plans, and other advisors. The firm utilizes proprietary portfolio models and a combination of investment strategies to align portfolios with client objectives, managing approximately $52 million with a small advisory team.

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.