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.

Lawrence Sarkozy is a financial advisor at Ledgewood Wealth Advisors, LLC with five years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ledgewood Wealth Advisors since 2010. Ledgewood Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and business entities by providing portfolio management and financial planning services. The firm uses fundamental analysis and continuous monitoring to implement client allocations, employing both discretionary and non-discretionary strategies tailored to 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.

Michael Leclerc is a CFP® with seven years of industry experience, currently advising at CMH Wealth Management, LLC. His prior roles include positions at Fidelity Investments and Lake Street Advisors. CMH Wealth Management offers discretionary investment and wealth management services to a diverse client base, utilizing both qualitative and quantitative analysis to construct tailored portfolios guided by a regular Investment Committee.

Leanne Martin is a CFP® with 19 years of industry experience, currently serving at Integrity Financial Advisors, LLC. She previously worked for Arete Wealth Advisors LLC and Arete Wealth Management LLC for 11 years. In addition to her advisory role, she is an independent insurance agent providing advice on health and life insurance. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by offering portfolio management through third-party managers alongside financial consulting and retirement/IRA rollover advice. The firm primarily recommends active, discretionary management implemented by affiliated advisers and monitors client accounts with regular performance reporting.

Joseph Skees is a CFP® and ChFC® with 31 years of industry experience. He is currently affiliated with Arca Wealth, LLC in Portsmouth, NH, and has worked at Granite Bay Wealth Management, LLC and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is a commissioned notary public in New Hampshire. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process to develop customized asset allocations and utilizes a broad range of investment options including mutual funds, ETFs, individual equities, fixed income, REITs, ETNs, cryptocurrency exposure, and options strategies.

Thomas La Haise IV is a financial advisor at Wellesley Asset Management, Inc. with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes positions at Foreside Fund Services, LLC and Wellesley Investment Partners, LLC. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts as well as affiliated mutual funds, an exchange-traded fund, and a private pooled vehicle.

Kristen Hanley is a Series 65 licensed advisor with 26 years of industry experience. She has been with CMH Wealth Management, LLC since 2009. CMH Wealth Management provides discretionary investment management and comprehensive wealth management services to a diverse client base including individuals, trusts, foundations, and business entities. The firm employs a documented investment process guided by an Investment Committee and combines qualitative and quantitative analysis to construct tailored portfolios.

Nicholas Felici Jr. is a financial advisor at Wellesley Asset Management, Inc. He holds a Series 65 credential and has nine years of industry experience. He has been with Wellesley Investment Advisors, Inc. since 2011. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts and serving as adviser to affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

Paul Stanley is a financial advisor at Arca Wealth, LLC with 29 years of industry experience. He holds the CFP® designation and several securities licenses. Prior to joining Arca Wealth, he worked at Granite Bay Wealth Management, LLC and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as a Selectman for the Town of Greenland, NH, and is president of the BNI Seacoast referral group. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm offers customized asset allocations across multiple risk profiles using a broad range of investment vehicles including mutual funds, ETFs, individual equities, fixed income, REITs, and options strategies.

Andrew Lord is a ChFC® with 36 years of industry experience. He is a founding member of Essential Planning, LLC, where he has worked since 2002, and previously held roles at Purshe Kaplan Sterling Investments and ValMark Securities, Inc. Outside of his advisory work, he is involved in managing commercial real estate properties in Portsmouth, NH. Essential Planning, LLC provides financial planning and investment management services primarily to individuals and families, managing approximately $524 million in assets. The firm employs a strategic asset allocation approach with a core-and-satellite structure, using passive index and ETF exposures complemented by selective active managers.

Nichole Raftopoulos is a CFP® professional with 30 years of industry experience, currently serving at Nvest Financial, LLC. She has been with Nvest Financial since 2003 and holds registrations with both Nvest Financial and Purshe Kaplan Sterling Investments. Outside of her advisory role, she is co-founder and President of the nonprofit Operation Love From Home, a board member at Kennebunk Savings Bank, and a singer with the Deep Blue C Studio Orchestra. Nvest Financial is a team-based SEC-registered investment adviser managing approximately $688 million for individuals, trusts, businesses, and charitable organizations. The firm offers discretionary investment management and financial planning services, focusing on customized, generally long-term portfolios using diversified mutual funds, ETFs, and other securities.

Ronald Fredette is a financial advisor with Elevated Capital Advisors, LLC in Dover, NH, holding Series 63 and Series 65 licenses and six years of industry experience. He has operated Fredette Insurance Services since 2002. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations, offering investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis alongside strategic and tactical asset allocation to manage portfolios and provide consulting services.

Bryan Monteverde is a financial advisor with Arca Wealth, LLC in Portsmouth, NH, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Granite Bay Wealth Management, Divorce Outcomes, LLC, and Bank of New York Mellon. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process to create customized asset allocations and utilizes a range of investment vehicles including mutual funds, ETFs, individual equities, fixed income, and alternative strategies.

Vera Kelsey Watts is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds a Series 65 license with 12 years of industry experience. She has been with Saltbox Financial LLC since 2014. Saltbox Financial LLC serves individuals, couples, families, and select charitable organizations with financial planning, investment advisory, and portfolio management services. The firm emphasizes customized portfolios and direct manager engagement, offering comprehensive wealth-management relationships and in-house tax-preparation services.

Michael Foley is a financial advisor at Wellesley Asset Management, Inc. with 20 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Foreside Fund Services, Harrisdirect LLC, and TD Ameritrade. Foley currently serves as Vice President at Wellesley Asset Management. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts and serving as adviser to affiliated mutual funds, an ETF, and a private pooled vehicle.