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.

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.

David Mclaughlin is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Nutfield Financial. He has worked at Cetera Advisors LLC for eight years and has been with Nutfield Financial Services, Ltd since 1994. Outside of advisory work, he is involved in tax preparation and financial services under a DBA of his firm and also acts as an insurance agent selling life, health, disability, annuities, and long-term care products. Nutfield Financial serves individual investors, high-net-worth clients, trusts, and small businesses by providing financial planning focused on retirement and estate planning, investment advisory services, tax preparation, and insurance products. The firm delivers non-discretionary investment advice using fundamental and cyclical analysis, combining buy-and-hold strategies, occasional short-term trading, and covered-call techniques.

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 with Peak Wealth Management LLC in Nashua, NH, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Peak Wealth Management, he worked at Primerica Advisors and Primerica Financial Services, and held positions at Azurity Pharmaceuticals, Boston Consulting Group, and Deloitte Consulting LLP. Peak Wealth Management provides advisory services to individual and high-net-worth clients, managing approximately $156 million across 208 client relationships. The firm employs a primarily long-term, fundamental investment approach that favors ETF-based portfolios and offers comprehensive wealth management and financial planning.

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.

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.

Christine Keller is a CFP®-certified financial advisor at Apex Wealth Management, LLC with four years of industry experience. Her background includes roles at several mortgage firms, and she currently works as a loan officer assisting clients with mortgage loan options. Apex Wealth Management serves individual and high-net-worth clients with customized portfolio management and comprehensive financial planning. The firm emphasizes fundamental analysis and a long-term approach, tailoring portfolios to clients’ goals, risk tolerance, and time horizons.

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.

Thomas Mcenaney is a CFP® with 22 years of industry experience, currently serving as an advisor at Catalyst Investment Management LLC since 2020. He previously worked for eight years at Maine Financial Advisors. Catalyst Investment Management LLC provides discretionary investment management and financial planning for individuals, high-net-worth clients, trusts, and estates. The firm uses a long-term fiduciary investment approach that incorporates fundamental, technical, cyclical, and charting analysis to tailor portfolios, primarily employing low-cost mutual funds and ETFs alongside individual securities as appropriate.

Kristina Nissen is a CFA® charterholder with eight years of experience at Trinexus Capital, LLC. She began her career independently before joining Trinexus in 2018 and also worked with Ellie and June, LLC from 2016 to 2018. Trinexus Capital provides investment management services to individuals and institutional clients, including family offices, endowments, and pensions. The firm employs a combination of quantitative and fundamental analysis using proprietary factor models to actively manage equity strategies across various market segments.

Nicholas Prigitano is a CFP® professional with 11 years of experience in financial advising. He is currently with F5 Financial Planning, L.L.C. and has previously worked at firms including FF Advisors, LLC, Clark Asset Management, LLC, Milestone Financial Planning, LLC, and Fidelity Brokerage Services LLC. F5 Financial Planning, L.L.C. is a NAPFA-approved, fee-only advisory firm serving corporate executives, entrepreneurs, and families with comprehensive financial planning and portfolio management. The firm emphasizes long-term, fundamental analysis and risk-managed, diversified portfolios, offering both discretionary and non-discretionary investment supervision as part of ongoing financial planning relationships.

Michael Conlon is a financial advisor with American Wealth Protection Financial, LLC, holding a Series 65 designation and six years of industry experience. He has worked at several firms, including Markowski Investments and Advisorassist LLC, and served in the Hillsborough County Attorney Office. Conlon is also a licensed attorney and provides legal services through AWP LEGAL LLC. American Wealth Protection Financial, PLLC offers investment management, financial planning, and consulting services to individuals, trusts, nonprofits, corporations, and other advisers. The firm employs a long-term, tailored investment approach using fundamental, technical, and quantitative analysis, and typically constructs portfolios with exchange-traded funds.

James Conway Jr. is a CFA® charterholder with 20 years of industry experience. He has worked at Lumbard & Kellner, LLC since 2020 and previously spent five years with FC Advisors. Lumbard & Kellner, LLC provides discretionary investment management primarily for high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a value investing approach based on fundamental analysis and manages accounts on a full discretionary basis.

Sean Connolly is a CFP®-designated financial advisor with over 31 years of industry experience. He has been with ArborStone Financial, LLC and Purshe Kaplan Sterling Investments, Inc. since 2026, following a 31-year tenure at Ameriprise. Connolly is also a licensed insurance agent, spending approximately 10% of his time on insurance sales and implementation. ArborStone Financial provides discretionary wealth management and investment advisory services primarily to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach focuses on fundamental analysis and strategic asset allocation through model and tailored portfolios, offering long-term strategies with occasional rebalancing or trading to address client-specific needs.