Nicole Piton is a CFP® certificant with six years of industry experience, currently serving as an advisor at Total Clarity Wealth Management, Inc. She also owns and operates Healthy Pet Care Market Co., a business unrelated to investments that she has managed since 2004. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and employer 401(k) plan sponsors. The firm offers discretionary portfolio management, customized asset allocations, and a range of investment strategies, including a specialized PreActive strategy for sophisticated investors.

Luke Trotochaud is an Associate Wealth Manager at Brophy Wealth Management, LLC in Bedford, NH, holding a CFP® designation with 11 years of industry experience. He has worked at Brophy Wealth Management since 2018 and has prior experience at APW Capital, Bank of America, Merrill, and Fidelity Brokerage Services. Brophy Wealth Management provides fiduciary financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses strategic and tactical asset allocation and third-party independent managers to tailor portfolios based on clients’ risk tolerances and time horizons.

James Brophy is a Certified Financial Planner® with 10 years of industry experience. He is a co-founder of Brophy Wealth Management, LLC and has worked at Comprehensive Asset Management & Servicing, Inc. since 2015. Brophy serves as treasurer for the Reverand Gelinas Scholarship Fund in Manchester, NH. Brophy Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, wealth analyses, and investment management. The firm manages over $512 million in discretionary assets using a combination of fundamental and technical analysis, third-party manager research, and strategic and tactical asset allocation.

William Salazar is a CFP®-certified financial advisor with six years of industry experience. He is currently with Arcadia Wealth Management, LLC in Manchester, NH, where he has worked for one year. Prior to this, he held roles at Commonwealth Financial Network, Lincoln Investment, Ameriprise, and other firms. Outside of finance, Salazar is the author of *The Smoke Shop's Backyard BBQ: Eat, Drink, and Party Like a Pitmaster*. Arcadia Wealth Management, LLC serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing portfolio management, third-party adviser selection, pension consulting, and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis within various investment strategies and conducts regular account reviews through a team of nine advisors managing approximately $436 million in discretionary assets.

Ryan Raphael is a financial advisor at Arcadia Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Level Four Financial, Good Life Advisors, Edward Jones, and Bankers Life. Raphael is also a licensed insurance agent affiliated with various unaffiliated insurance carriers through Arcadia Financial Group LLC. Arcadia Wealth Management is a team of nine advisors managing approximately $436 million in discretionary assets, serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a range of investment strategies supported by documented client goals and risk tolerances, and it offers ongoing portfolio management, financial planning, and pension consulting services.

Bruce Romagnoli is a financial advisor with Insight Folios, holding the ChFC® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including prior roles at Beacon Capital Distributors Inc and Planmember Securities Corporation. Outside of his advisory work, he owns B&B Income Tax Services, LLC, a tax preparation business. Insight Folios provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients, while also offering ERISA plan consulting and serving as a sub-adviser to other registered investment adviser firms. The firm employs a team-based approach supported by proprietary planning software and incorporates fundamental, technical, and cyclical analysis with a long-term trading orientation.

Mark Cross Powers is a financial advisor at Little House Capital, LLC with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including Merrill, People's United Bank, and Infinex Investments. Little House Capital manages approximately $675 million for about 200 clients, offering discretionary and non-discretionary portfolio management along with wealth management, financial planning, and trustee services. The firm employs a personalized, long-term investment approach combining fundamental and technical analysis, with oversight that includes ongoing due diligence and annual formal reviews.

Kathryn Wiggins is a financial advisor at Milestone Financial Planning, LLC with three years of industry experience. She holds a Series 65 designation. Outside of her advisory role, she volunteers as an uncompensated tax preparer for individuals and trusts at Jennifer L. Climo CPA PC. Milestone Financial Planning serves individuals, high-net-worth clients, trusts, non-profit organizations, and small businesses through a team of 12 advisors across five offices. The firm employs a disciplined investment approach focused on tax efficiency, low-cost diversified funds, and discretionary portfolio management.

Steven Jacobsmeier is a CFP® and ChFC® with 24 years of industry experience. He is currently with Milestone Financial Planning, LLC, where he has worked since 2023. His prior roles include positions at Origin Financial, Crestwood Advisors Group, Heritage Financial Services, and Commonwealth Financial Network. Milestone Financial Planning provides financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, non-profit organizations, and small businesses. The firm emphasizes disciplined asset allocation, tax efficiency, and low-cost, broadly diversified mutual funds and ETFs, managing approximately $590 million in client assets across five offices with a team of 12 advisors.

Glenn Sullivan is a financial advisor at Arcadia Wealth Management, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Financial Compass Group, Bank of America, and Equitable Advisors. Arcadia Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm emphasizes documented client goals and risk tolerances, using a range of analytical approaches and offering both discretionary and non-discretionary account management.

Mark Perkins is a financial advisor with Independence Financial Advisors, LLC in Franklin, NH, holding a Series 65 credential and seven years of industry experience. He is also President and Managing Member of Consolidated Life Producers, where he advises producers on fixed annuities and fixed life insurance products. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, offering portfolio management and financial planning services through defined model allocations and proactive asset management. The firm manages a large client base with a multi-office team and maintains a formal referral relationship with Franklin Savings Bank.

Timothy Spampinato is a financial advisor at Arcadia Wealth Management, LLC with a Series 66 credential and one year of industry experience. His prior roles include positions at Equitable Advisors, LLC and various non-financial companies. He also works as a paraplanner at Arcadia Financial Group, preparing cases for retirement planning. Arcadia Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management, third-party adviser selection, pension consulting, and integrated financial planning without a separate planning fee. The firm employs discretionary management strategies including asset allocation, diversification, and tax-aware investing, and offers educational seminars and coordination with third-party managed account programs.

Jennifer Climo is a CFP® and Series 65-registered advisor with Milestone Financial Planning, LLC, bringing 23 years of industry experience. She is the sole owner and president of Jennifer L. Climo CPA PC, a tax preparation firm focused on individual and trust tax returns. Climo also serves as a finance elder at Bedford Presbyterian Church. Milestone Financial Planning provides comprehensive financial planning and discretionary investment management to individuals, trusts, non-profits, and small businesses. The firm operates as a fee-only fiduciary and utilizes disciplined, asset-allocation-driven portfolios with low-cost institutional funds and select managers.

Richard Senatore is a financial advisor with RCM Wealth Advisors in Bedford, NH, holding Series 63, 65, and 66 credentials and nine years of industry experience. His prior roles include positions at H&R Block, Stonewall Capital Management, and UBS Financial Services. Outside of finance, he is an antique dealer and actively involved with the NH Tomahawks Lacrosse Club. RCM Wealth Advisors provides investment portfolio management and financial planning services to individuals, pension and profit-sharing plans, and corporate entities. The firm employs fundamental and cyclical analysis managed by an internal Investment Policy Committee and offers a range of strategies including managed asset portfolios and options-based income programs.

Stephen Brophy is a CFP®, ChFC®, and PFS™ credentialed advisor with 39 years of industry experience. He is a principal at Brophy Wealth Management, LLC, where he has worked since 2013, and also works with APW Capital, Inc. Brophy serves as a board member overseeing finances for Saint Marie’s Parish and as treasurer for Saint Marie’s Endowment Fund, both nonprofit roles with no compensation. Brophy Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, wealth analyses, and investment management. The firm combines fundamental and technical analysis with third-party manager research to construct globally diversified portfolios, typically managed on a discretionary basis with ongoing monitoring and regular reviews.

Evan Marquis is a CFP® and Series 65-registered advisor at Milestone Financial Planning, LLC with three years of industry experience. Prior to joining Milestone, he worked at TD Bank and spent several years in various roles including at the University of Southern Maine and Dick’s Sporting Goods. He also volunteers approximately 10 hours per month as an uncompensated tax preparer for individual and trust returns at a local CPA firm. Milestone Financial Planning provides financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, nonprofit organizations, and small businesses. The firm manages about $590 million in assets and employs a disciplined investment approach focused on tax efficiency and broadly diversified, low-cost funds.

Jonathan Harrington is a CFP® with 10 years of experience and is currently a financial advisor at Milestone Financial Planning, LLC in Bedford, NH. He has served in the U.S. Army Reserve as a Civil Affairs Officer since 2016. Harrington also works as an independent tax preparer on a limited basis. Milestone Financial Planning provides financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, non-profit organizations, and small businesses. The firm manages approximately $590 million in client assets through a team of 12 advisors across five offices, employing a disciplined asset allocation and tax-efficient approach focused on low-cost, broadly diversified mutual funds and ETFs.

Michael Guarini is a CFP® with 10 years of industry experience, currently serving at Brophy Wealth Management, LLC. His prior experience includes roles at APW Capital, Inc. and Santander Securities, LLC. He is a board member of Families in Transition, a nonprofit organization in Manchester, New Hampshire. Brophy Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering comprehensive financial planning and investment management. The firm combines fundamental and technical analysis with third-party manager research to create globally diversified portfolios, managing over $512 million in discretionary assets with a small advisory team.

Jacob Alden is a financial advisor at Aurelius Family Office, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at McLean Asset Management Corporation, Twin Focus Capital Partners, Rockland Trust, and Cellinfo, LLC. He also operated Wolfeboro Jet Ski Rentals for nine years. Aurelius Family Office provides wealth management and comprehensive financial planning to individuals, retirement plans, charitable organizations, and corporate clients. The firm customizes portfolios based on client objectives and risk tolerance, using a variety of investment techniques and third-party research while offering discretionary portfolio management and fiduciary services.

Jean Fullerton is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been with Milestone Financial Planning, LLC since 2016, currently serving as an advisor at the firm’s Bedford, NH office. Milestone Financial Planning, LLC serves individuals, high-net-worth clients, trusts, non-profit organizations, and small businesses with comprehensive financial planning and discretionary investment management on a fee-only fiduciary basis. The firm emphasizes disciplined asset allocation, tax-aware portfolio management, and uses low-cost, broadly diversified mutual funds and ETFs, often incorporating institutional share classes and third-party managers.