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.

Samuel Degraffenried is a financial advisor at Hurst & DeGraffenried Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with the firm since 2010. Outside of his advisory role, he consults with companies on reducing expenses and increasing operational efficiency. 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 emphasizes client-specific Investment Policy Statements, regular portfolio monitoring, and discretionary trading, utilizing a range of analytical approaches and investment instruments.

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.

Jack Donius is an Investment Consultant at Fidelity Investments. He partners with clients to build, implement, and monitor comprehensive financial plans. He joined Fidelity Investments in 2021 and has held several roles including Customer Relationship Advocate, High Net Worth Service Associate, Financial Representative, and currently, Planning Consultant. This progression reflects his experience in client service and financial planning within the firm. Outside of his professional work, Jack enjoys social events with friends, playing golf, watching movies, and reading.

Jason Haviland is a CFA® charterholder with 10 years of industry experience. He has been with Cottage Street Advisors since 2017, following a year at J. Bradford Investment Management. The firm serves individuals, trusts, estates, charitable trusts, and business entities, providing discretionary investment management, financial planning, and consulting. Cottage Street Advisors employs a fundamental, value-oriented investment approach combined with top-down macro assessments to manage portfolios using a variety of asset classes and strategies.

Patrick Dichter is a financial advisor at Appletree Financial Services LLC with a Series 65 credential and one year of industry experience. He has previously worked at Cultivate Advisors and RevLocal, and since 2021 has been involved with Appletree Business Services. Appletree Financial Services is a fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management, comprehensive financial planning, and retirement plan consulting, employing both passive and active strategies guided by Modern Portfolio Theory and tailored client preferences.

Monique Pratte is a financial advisor at Gelinas & Company, CPA, PLLC with 11 years of industry experience. She holds a Series 65 designation and has been with Gelinas & Company since 2006. The firm is a CPA practice that also offers investment advisory services, including model portfolio management and financial consulting, primarily through model portfolios or referrals to a third-party investment adviser. Gelinas & Company provides advisory services alongside its accounting practice, with an emphasis on referral and consulting engagements rather than direct asset management.

David Lanzillo is a financial advisor at Robbins Farley LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors from 2013 to 2017. Lanzillo has been with Robbins Farley since 2017. Robbins Farley LLC provides wealth planning, financial planning, and portfolio management services to individuals, trusts, charitable organizations, and businesses. The firm employs a top-down, macro-driven investment approach and utilizes model portfolios alongside options and derivative strategies tailored to clients’ objectives and risk tolerances.

Allie Henke is a financial advisor at Robbins Farley LLC with four years of industry experience. She holds the Series 66 designation and has previously worked at Saltbox Financial LLC and RBC Wealth Management. Robbins Farley advises individuals, trusts, charitable organizations, and businesses, providing wealth planning, financial planning, and portfolio management services. The firm employs a top-down, macro-driven investment process and uses model portfolios alongside options and derivative strategies tailored to client objectives and risk tolerance.

Robert Bartley is a CFP® and CPA with 26 years of experience in financial advisory services. He is the principal at Bartley Financial Advisors, LLC and also owns a CPA firm in Bedford, NH, where he dedicates a portion of his professional hours. He has been providing advisory and accounting services since 1997. Bartley Financial Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and small businesses with fee-only financial planning and discretionary investment management. The firm combines strategic and tactical asset allocation using value and momentum methods alongside passive and actively managed investments, and employs specific custody-related procedures to manage client accounts.

John Garrity is a CFP® professional with 23 years of industry experience. He has been with Peak Wealth Management LLC since 2015. Peak Wealth Management LLC serves individual and high-net-worth clients, offering wealth management, investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs primarily ETF-based strategies developed through fundamental analysis with a long-term focus, while allowing tactical adjustments for rebalancing and tax management.

Michael Panico is a Certified Financial Planner (CFP®) with 23 years of industry experience, currently serving as an advisor at Arcadia Wealth Management, LLC since 2014. He previously worked at GWN Securities Inc. from 2011 to 2016. Outside of his advisory role, Mr. Panico is the principal owner of Arcadia Tax, LLC, which provides tax preparation and planning services, and he is also actively licensed as an insurance agent representing various carriers through Arcadia Financial Group, LLC. Arcadia Wealth Management, LLC is a team-based firm serving individuals, high-net-worth clients, and pension plans by providing portfolio management, financial planning, and pension consulting. The firm applies a combination of fundamental, technical, and quantitative analysis within diversified investment strategies and offers ongoing client reviews and support across discretionary and non-discretionary arrangements.

Rachel Decarolis is a CFP® and Series 65-registered advisor with 11 years of industry experience. She has worked at Northstar Financial Planning, LLC since 2020 and previously at Northstar Financial Planning, Inc. and Perennial Advisors Group, LLC. Northstar Financial Planning advises individual clients, including high-net-worth households, and provides consulting services to employer-sponsored retirement plans. The firm employs a strategic asset-allocation approach combining passive ETFs with selected active managers and integrates technology such as Betterment Advisor Solutions to support automated portfolio management and reporting.

Robin Young is a CFP® professional with 22 years of experience in financial advising. He has been with Northstar Financial Planning since 2003, working first at Northstar Financial Planning, Inc. and then at Northstar Financial Planning, LLC since 2020. Northstar Financial Planning serves individual clients, including high-net-worth households, and provides advisory and consulting services to employer-sponsored retirement plans. The firm employs a strategic asset-allocation, core-and-satellite approach that combines passive ETFs with selected active managers, and integrates third-party technology such as Betterment Advisor Solutions to support automated rebalancing and tax-loss harvesting.

Kyle Labelle is a CFP® with five years of industry experience, currently serving as a financial advisor at Milestone Financial Planning, LLC. His prior work includes roles at Freeman Company and Benchmark Senior Living. Milestone Financial Planning provides financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, nonprofits, and small businesses. The firm manages approximately $590 million in assets across five offices with a team of 12 advisors, focusing on disciplined asset allocation, tax efficiency, and low-cost, broadly diversified mutual funds and ETFs.

Shawn Tewksbury is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Bay Colony Advisors since 2017. His prior experience includes roles at Purshe Kaplan Sterling Investments, Merrimack Valley Financial Advisors, and Mclarney & Company. He also operates Tewks Wealth Management, LLC, offering accounting and tax services alongside his advisory work. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a fundamentally driven, long-term investment approach utilizing diversified mutual funds, ETFs, and other asset classes, and is notable for its broad fiduciary retirement services and developed concierge offerings.