David Mcnamee is a financial advisor at Measured Wealth Private Client Group, LLC with 27 years of industry experience. He holds the CFP® designation and a Series 65 license. Prior to joining Measured Wealth, he worked at CLM Capital Management for 18 years and has served as a director at Partners Bank since 1991. Outside of advising, he is an independent accountant and serves as treasurer for a local community church. Measured Wealth Private Client Group advises individuals, high net worth clients, families, charitable organizations, pension plans, and businesses, providing portfolio management, financial planning, pension consulting, and estate-planning facilitation. The firm employs a multi-adviser team approach and utilizes a mix of investment strategies with attention to ESG factors.

Edward Miller is a CFA® charterholder with 10 years of industry experience. He is currently with Measured Wealth Private Client Group, LLC, where he has worked since 2021. Prior to this, he held positions at The Colony Group, Aurora Financial Advisors, The Legacy Foundation, and Private Advisor Group. Measured Wealth Private Client Group, LLC advises individuals, high net worth clients, families, charitable organizations, pension plans, and businesses, providing portfolio management, financial planning, pension consulting, and estate-planning facilitation. The firm manages approximately $528 million in discretionary assets for over 600 clients, utilizing a multi-adviser team and a tailored investment approach that includes individual securities, ETFs, mutual funds, and ESG screening.

Andrew Schwarz is a financial advisor with Summit Wealth Group LLC in Exeter, NH, holding a Series 66 designation and 11 years of industry experience. He has been with Summit Wealth Group since 2016, working as part of a seven-advisor team. Summit Wealth Group LLC offers personalized Financial Life Planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm provides portfolio management and ongoing financial planning, as well as tax preparation and planning on a subscription basis and fixed-fee consulting, employing customized investment strategies and tactical tools tailored to client goals and risk tolerance.

Derek Bonneau is a Series 65-licensed financial advisor at Cornerstone Financial Planning, LLC with one year of industry experience. Prior to joining Cornerstone, he worked for the Commonwealth of Massachusetts from 2014 to 2025. Cornerstone Financial Planning offers financial planning, investment management, and consulting services to individuals, trusts, estates, and charitable organizations. The firm employs mutual funds and ETFs, utilizes portfolio optimization and Monte Carlo analysis, and provides specialized services including divorce-focused consulting and third-party manager oversight.

Sara Casale is a CFP® and holds a Series 66 license with eight years of industry experience. She currently works at Cornerstone Financial Planning, LLC and has prior experience at The Ayco Company LP, Atlas Private Wealth Management, and Rover.com. Cornerstone Financial Planning, LLC provides financial planning, investment management, and consulting services to individuals, trusts, estates, and charitable organizations. The firm employs portfolio optimization and Monte Carlo analysis, offers both discretionary and non-discretionary management, and provides specialized services including a divorce-focused engagement.

Edward Parolisi is a financial advisor at Ironwood Wealth Management, LLC with 10 years of industry experience. He has been with Ironwood since 2015 and concurrently holds a role as Vice President of Global Partner Strategy and Development at Hitachi Data Systems. Parolisi is also the founder and president of Intelligent Partner Strategies LLC, an IT consulting and coaching firm. Ironwood Wealth Management serves individuals, pension plans, trusts, estates, and charities with discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes client-specific asset allocation, periodic rebalancing, and cost-conscious share-class selection, offering tiered service programs and coordination with clients’ other advisors.

Heather Meeks is a CFP®-certified financial advisor with 18 years of industry experience, currently serving at Summit Wealth Group LLC since 2016. She holds a Series 66 license and has served as a Trustee of the Trust Funds for the Town of Cornish, NH since 2006. Additionally, she works as an independent insurance agent for various companies. Summit Wealth Group LLC offers personalized Financial Life Planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm combines portfolio management with tax preparation and planning, employing written Investment Policy Statements and asset-allocation strategies tailored to clients’ goals and risk tolerance.

Christina Traurig is a CFP® professional with 10 years of industry experience, currently serving at Cornerstone Financial Planning, LLC. She worked at Winebrenner Capital Management LLC for three years before returning to Cornerstone in 2017. Cornerstone Financial Planning provides financial planning, investment management, and consulting services to individuals, trusts, estates, and charitable organizations. The firm employs a portfolio approach primarily using mutual funds and ETFs, guided by written investment policies and model portfolios, and offers specialized services including divorce-focused financial planning.

Peter Willcox Jr. is a CFP® professional with 15 years of industry experience, currently serving at Affinity Investment Group, LLC since 2009. He is also licensed as an insurance broker/agent, dedicating a portion of his time to this activity. Affinity Investment Group serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities with personalized financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $515 million in assets using a core-and-satellite asset allocation approach, emphasizing mutual funds and ETFs, with portfolio supervision tailored to client objectives and tax considerations.

Dylan Burling is a CFP® and holds a Series 66 license with two years of industry experience. He is currently affiliated with Northeast Planning Associates, Inc. and LPL Financial. Prior to his financial advisory roles, he worked at Virginia Tech and was involved with La Cabra Brewing and Martin's Dam Club. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements and access to investment management, managing approximately $327.7 million in client assets.

Jason Irwin is a financial advisor at St. Germain Investment Management with two years of industry experience. He previously worked at Equitable Advisors, NYLIFE Securities LLC, and New York Life. Outside of his advisory role, he serves as an administrator and co-executor of a family trust. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, and charitable organizations. The firm employs a model-based asset allocation approach combining quantitative and qualitative analysis, offering customized investment strategies and integrating personalized financial planning.

Katherine Dyer is a financial advisor at Gateway Wealth Partners, LLC with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at LPL Financial LLC, GWN Securities, Inc., and A1 Freedom Financial. She provides investment advisory services through Gateway Wealth Partners, an independent registered investment advisor. Gateway Wealth Partners serves individuals, corporations, and retirement plans, offering financial planning, consulting, wealth management, and retirement plan consulting. The firm allocates client assets among low-cost, diversified mutual funds and ETFs, individual securities, and independent managers, employing both fundamental and technical analysis.

Paul Elkind is a CFA® charterholder with 23 years of industry experience. He has worked at O.N. Investment Management Company and its affiliated entities since 2014 and has been associated with Ohio National Financial Services since 2013. In addition to his advisory role, he is engaged in insurance sales, including life, health, disability, and long-term care insurance, as well as fixed and equity-indexed annuities. O.N. Investment Management Company is a SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, charitable organizations, and businesses. The firm utilizes a dual-registration model and offers both discretionary and non-discretionary investment programs.

Zachary Golub is a financial advisor at Northeast Planning Associates, Inc. with six years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Northeast Planning Associates, he worked at Citigroup for seven years and has experience with LPL Financial LLC. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm provides modular financial planning, discretionary investment management, and retirement plan advisory services, managing approximately $414 million in discretionary assets with a team of about 70 advisors.

Molly Talty is a ChFC® affiliated with Mariner Independent, with experience in the financial services industry since 2019. She has worked at multiple firms, including Crescent Wealth Partners, Logarus Wealth Solutions, and Mariner Platform Solutions. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities through a network of investment adviser representatives. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments, utilizing both firm-built model portfolios and customized discretionary management.

Paul Accardi is a financial advisor with Northeast Planning Associates, Inc. He holds a Series 66 credential and has 24 years of industry experience. His career includes roles at LPL Financial and Carr, Staples & Accardi. Accardi serves as a board member of Haverhill Bank. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements with access to investment management and manages approximately $327.7 million in client assets.

Justin Champlain is a CFP® professional with seven years of industry experience. He is currently with AlphaStar Capital Management and owns Champlain Financial Planning, where he also conducts insurance business as an independent agent, dedicating about 10% of his professional time to this activity. His prior experience includes roles at Arcadia Wealth Management, Arcadia Financial Group, and Brown Brothers Harriman. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs strategic and tactical investment approaches through model portfolios and advisor-directed models and supports ERISA-related plan services, operating with approximately 135 advisors and $2.5 billion in assets under management.

Thomas Sowinski Sr. is a financial advisor with ON Investment Management CO, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with The O.N. Equity Sales Company since 2000 and Ohio National Life Insurance since 1998, alongside operating his own business since 1995. Outside of his advisory roles, Sowinski serves as President of the Board of Directors for Phoenix Family Focus, a nonprofit organization. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including modular financial plans and access to third-party investment programs, managing both discretionary and non-discretionary client accounts.

Naim Cukovic is a financial advisor at Santander Securities LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Private Client Wealth LLC, TD Bank N.A., and TD Waterhouse Investor Services Inc. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning. The firm supports individual investors, ERISA and IRA accounts, and institutional entities, delivering investment management primarily via the FMAX wrap-fee platform with third-party discretionary managers.

Brent Kimball is a financial advisor at Gateway Wealth Partners, LLC with 40 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at firms including LPL Financial and GWN Securities Inc. He serves as a board member of Alex's Team Foundation, a nonprofit organization. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers, and manages approximately $1.25 billion in regulatory assets under management.