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 and holds a Series 66 designation. He has 25 years of industry experience, including 19 years at Ameriprise Financial Services, Inc. prior to joining Capital Design Private Wealth in 2019. Capital Design Private Wealth LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, and a three-tiered advisory service model, employing a blend of fundamental and technical analysis while allowing for client-directed brokerage relationships and customized investment restrictions.

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, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Estate Planners of New England, LLC, and Santander Bank and Santander Investments, where he worked for 14 years. Outside of his advisory work, he is a licensed producer for Athene and Nationwide Life and Annuity Insurance Company, managing client investments with a focus on risk tolerance and goals. Odiorne Point Asset Management provides discretionary portfolio management and investment advice primarily to individual investors, including those with retirement accounts. The firm’s investment process relies on fundamental analysis and long-term strategies using proprietary asset-allocation models, incorporating mutual funds, ETFs, fixed income, REITs, annuities, and private placements, while generally operating under discretionary authority aligned with each client’s Investment Policy Statement.

William Leibundgut is a financial advisor with Atlantic Financial Asset Management Corp in Durham, NH, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked at Foris Capital US LLC and has served as Vice President of Chainstone Labs, a FinTech company that sponsors non-investment related conferences. Atlantic Financial provides portfolio management and asset allocation planning to individuals, pension plans, and business entities, using a macro global economic approach and a range of strategies including long- and short-term trading and 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 in Portsmouth, NH, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with Harbor Advisory Corporation since 1996. Harbor Advisory Corporation provides discretionary investment management for equity, balanced, and fixed income portfolios primarily serving families, trusts, foundations, and other institutions. The firm offers a range of advisory services including retirement and estate planning, educational funding, insurance, debt management, and tax-related matters, with an emphasis on client communication, education, and tailored asset allocation plans.

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 financial advisor at Steele Street Capital LLC with a Series 65 designation. He joined the firm in 2024 and has previous experience at Prescott Hamilton International from 2021 to 2024, following four years at the University of New Hampshire. Outside of finance, he owns IBW Group, LLC, a company involved in the design and manufacturing of camera systems. Steele Street Capital serves individuals, families, affiliated trusts, and business clients through a range of advisory and planning services, including wealth management, limited-scope advisory, retirement-plan consulting, and business transition services. The firm manages assets on both a discretionary and non-discretionary basis and sponsors wrap-fee programs alongside traditional wealth management and cash-management consulting.

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, 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.