Alexander Thompson is a financial advisor with Fairscale Capital, LLC in Nashua, NH, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Williams Wealth Management, LLC, Alku, and Elon University. Fairscale Capital provides financial planning and portfolio management services to individuals, including high net worth clients, as well as banking institutions, non-profits, and businesses. The firm manages approximately $208 million in assets across 177 client relationships, utilizing individualized investment policies and a mix of fundamental, technical, and cyclical analysis to implement diversified, actively managed portfolios.

Derek Deangelis is a financial advisor at Apex Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Apex Wealth Management since 2021, following a seven-year tenure at Peak Wealth Management, LLC. Apex Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, comprehensive wealth management, and financial planning. The firm emphasizes fundamental analysis and a long-term investment approach, tailoring portfolios to clients’ goals, time horizons, and risk tolerance.

Lisa Morgan is a CFP® with 20 years of experience in financial advising. She is currently with Amara Financial, LLC and has previously worked at firms including RW Baird and Janney Montgomery Scott. Amara Financial serves individuals, corporations, and employer-sponsored retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach grounded in Modern Portfolio Theory, using diversified portfolios constructed with ETFs and mutual funds, and offers specialized planning in areas such as estate, tax, education, and charitable giving.

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.

Patrick Grasso is a financial advisor at Robbins Farley LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Vision Capital Partners, Affinia Financial Group, and The Ayco Company, L.P., a Goldman Sachs company. Robbins Farley is an independent registered investment adviser serving individuals, families, foundations, pensions, and corporations. The firm employs a top-down investment process aligned with macroeconomic conditions and client objectives, offering wealth planning, discretionary asset management, and retirement plan consulting services.

Jennifer Degraffenried is a financial advisor at Hurst & DeGraffenried Wealth Management, LLC in Bedford, NH, holding a Series 65 designation with 10 years of industry experience. She has been associated with N/a since 1997. Hurst & DeGraffenried Wealth Management provides portfolio management and financial planning primarily to individual clients, including trusts, estates, corporations, and high-net-worth individuals. The firm uses client-specific Investment Policy Statements, regular portfolio monitoring, and discretionary trading authority, employing a combination of fundamental, technical, charting, and cyclical analysis across a broad range of investment instruments.

Dorothy Cole is a CFP® with 31 years of industry experience, operating her own firm, Dorothy J. Cole, since 1993. She is based in Merrimack, NH, and has served individual and institutional clients through comprehensive financial planning and investment management. Her firm provides fee-only services to individuals, trusts, estates, charitable organizations, and small-to-medium-sized businesses. The firm emphasizes tailored investment recommendations implemented with client consent, using a combination of top-down and bottom-up analysis, diversification, and risk management, all managed on a non-discretionary basis.

Colleen Farley is a Series 66 licensed financial advisor with Robbins Farley LLC in Bedford, NH, where she has worked since 2017. She has 21 years of industry experience, including five years at Wells Fargo Advisors. Outside of her advisory role, she serves as a board member for Associated Grocers of New England and works as a notary public. Robbins Farley is an independent registered investment adviser serving individuals, families, foundations, pensions, and corporations. The firm manages approximately $253 million in assets and employs a top-down investment process that incorporates tailored portfolio models and derivatives strategies, alongside wealth planning and discretionary asset management services.

Daniel Cohen is a CFP® with 32 years of industry experience and has been with Cohen Investment Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses. Cohen serves as vice president and executive committee member of the Boys & Girls Club of Manchester and is a trustee of the Foundation of the Jewish Federation of New Hampshire. He also manages finances for a local Pilates studio and serves on the board of Derryfield School. Cohen Investment Advisors provides financial planning, consulting, and discretionary investment management to individuals, pooled investment vehicles, profit sharing plans, trusts, and estates. The firm employs proprietary, model-based allocations combining fundamental, technical, and cyclical analysis, and sponsors a private real estate fund alongside managing multiple offices.

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.

Noah Gauthier is a financial advisor at Peak Wealth Management LLC with Series 65 and Series 63 licenses and four years of industry experience. His career includes roles at Azurity Pharmaceuticals and consulting positions at Boston Consulting Group and Deloitte Consulting LLP. Peak Wealth Management LLC provides advisory services to individual and high-net-worth clients, managing approximately $156 million across about 208 client relationships. The firm focuses on long-term, fundamental investment strategies, primarily utilizing ETF-based portfolios alongside select individual stocks and mutual funds, and offers both discretionary and non-discretionary account management.

John Dougherty is a financial advisor at Glenwood Investment Group, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Renaissance Financial Corp and MML Investors Services, LLC. Outside of his advisory role, he manages a rental property in Hampton, NH. Glenwood Investment Group provides personalized financial planning and investment management to individuals, trusts, small businesses, estates, and a charitable organization. The firm employs a strategic asset allocation approach using a core-and-satellite mix of actively managed funds, index funds, and ETFs, with ongoing portfolio monitoring and quarterly reviews.

Samuel Conte II is a financial advisor at Massachusetts Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Massachusetts Wealth Management since 2012. His prior experience includes roles at Andover Equity Associates, Massachusetts Wealth Management, Inc., and LPL Financial. Massachusetts Wealth Management provides discretionary investment management to individuals, trusts, retirement plans, endowments, and charitable organizations. The firm uses a tactical asset allocation approach with a long-term orientation while allowing shorter-term trades to respond to market conditions.

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.

Steven Schnobrich is a financial advisor at Peak Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at Peak Wealth Management since 2020. Outside of his advisory role, he is president of Bogey Bag, LLC, a company that creates a novelty golf product designed to help players manage frustration on the course. Peak Wealth Management serves individual and high-net-worth clients by providing wealth management, investment management, financial planning, and retirement plan advisory services. The firm utilizes customized, primarily ETF-based investment strategies developed through fundamental analysis and offers ongoing client consulting and education.

Hi! I’m Brad. I’m originally from Massachusetts and after a short stint in Washington, D.C. and an extended stay in California, I’ve come full circle back to the Bay State. I’m a competitive sprint triathlete, avid boater, music enthusiast, financial planner, and entrepreneur. As a Founding Partner of Launch Financial Planning, I’m committed to deeply understanding clients’ goals, and I lead the process of researching, planning, and implementing to achieve them. I’m also a frequent guest speaker for Fortune 500 companies and often serve as a financial expert for Boston’s ABC affiliate WCVB-TV, and Mix 104-1's New England Lifestyles show. While growing up I was always interested in music and finance (which I recognize now is an interesting combination). I took the radio route to California for two decades, enjoying entertaining and educating listeners and providing an escape from daily life. After successful roles as a television host and on-air personality with ABC, NBC, and CBS Radio, in 2007 I began my transition to financial planning. With the vivid memory of my parents’ differing ideas around money and their limited knowledge about goal-based financial management, I wanted to understand the finance world better and become self-sufficient with my own finances. As television and radio continued to change and feel less fulfilling, I went back to school and completed the Personal Financial Planning curriculum at UCLA and passed the CFP® exam in 2010. Now, instead of helping people escape their lives, I partner to guide people in fully enjoying their lives – their way. My experience and approach enable me to easily connect and build authentic relationships with clients to collaboratively determine and facilitate their path to financial independence. I’m a Past President of the Financial Planning Association of New England and a member of the Television Academy. I enjoy spending quality time in, on, or near the water as much as possible.

Elaine Morgillo is a CFP® with 28 years of industry experience, currently serving at Flying Point Financial, Inc. since 2020. Prior to this, she led Morgillo Financial Management, Inc. for 22 years. Outside of her advisory role, she manages operations and serves as an executive board liaison for a condominium owners' association in York Beach, ME. Flying Point Financial is a privately owned registered investment adviser with three advisors managing approximately $206.7 million for about 191 clients. The firm provides financial planning and wealth management services using fundamental analysis and primarily discretionary management across various asset classes, including equities, fixed income, mutual funds, and ETFs.

Amy Mastromonaco is a financial advisor at Flying Point Financial, Inc. in North Andover, MA, with 23 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Flying Point Financial in 2020, she spent 22 years at Morgillo Financial Management, Inc. Flying Point Financial is a privately owned registered investment adviser with three advisors managing approximately $206.7 million for a diverse client base that includes individuals, high-net-worth households, retirement plans, trusts, estates, and corporations. The firm offers financial planning and wealth management services, designing tailored portfolios using fundamental analysis and managing assets primarily on a discretionary basis across equities, fixed income, mutual funds, and ETFs.

Christine Keller is a CFP® with four years of industry experience, currently serving as an advisor at Apex Wealth Management, LLC. She has previous experience in the mortgage industry with firms including Annie Mac Mortgage, Supreme Lending, Embrace Home Loans, Premier Mortgage, and Envoy Mortgage. Keller also works as a loan officer at Annie Mac Mortgage, assisting clients with mortgage loan options. Apex Wealth Management provides discretionary portfolio management and comprehensive wealth planning primarily for individual and high-net-worth clients. The firm builds customized investment portfolios with a focus on fundamental analysis and long-term strategies, tailoring asset allocation and portfolio construction to each client’s objectives and risk tolerance.

Thomas Stephen is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Glenwood Investment Group, LLC since 2018 and previously held roles at Valmark Advisers, Inc. and Valmark Securities, Inc. He is based in Manchester, NH. Glenwood Investment Group provides personalized financial planning and investment management services to individuals, trusts, small businesses, estates, and a charitable organization. The firm uses a strategic asset allocation with a core-and-satellite approach, combining actively managed funds, index funds, and ETFs, and offers continuous portfolio supervision along with financial and non-securities advice.