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.

Patrick Parisi is a financial advisor at Elyxium Wealth LLC with 21 years of industry experience. He holds a Series 65 designation and previously worked for 13 years at BMO Family Office before joining Elyxium Wealth in 2026. Elyxium Wealth LLC provides comprehensive wealth management and financial planning to individuals, high-net-worth clients, trusts, pension plans, and other entities. The firm employs a multifaceted investment process incorporating fundamental, quantitative, technical, and credit analysis across traditional and alternative assets, including private equity and structured products, while managing a concentrated client base with over $1.3 billion in regulatory assets under management.

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.

Katherine Adams is a financial advisor with Summit Wealth Group LLC, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Summit Wealth Group since 2016. Summit Wealth Group LLC provides personalized financial life planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm integrates portfolio management with ongoing financial planning, tax preparation, and consulting, employing client-specific investment policies and occasionally using tactical investment tools and artificial-intelligence platforms for research.

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.

Gregory Gagne is a financial advisor with Affinity Investment Group, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Affinity since 1998. Outside of his advisory role, he works as an independent insurance 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 financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $515 million in client assets using a core-and-satellite asset allocation strategy focused on mutual funds and ETFs, with portfolio supervision tailored to client objectives and tax considerations.

Peter Burkly is a CFA® charterholder and investment advisor with Cove Private Wealth, LLC, located in Hampton, NH. He has six years of experience at Deutsche Bank and four years at Bank of America/US Trust. Burkly joined Cove Private Wealth in 2026 and holds Series 63 and Series 65 licenses. Cove Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, and retirement plan sponsors, offering comprehensive portfolio management and retirement plan consulting. The firm employs a diversified investment approach incorporating fundamental, technical, sector, and qualitative analysis, alongside risk controls and the use of derivatives within separately managed accounts.

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.

Abigail Hurlburt is a CFP® with 26 years of experience, currently serving at Summit Wealth Group LLC and Purshe Kaplan Sterling Investments since 2016. She holds Series 63 and Series 65 licenses and is based in Exeter, NH. Outside of her advisory role, she serves on the boards of the Weston Playhouse Theatre Group and Upper Valley Hostel, contributing to organizational management and business decisions. Summit Wealth Group LLC provides personalized financial life planning and wealth management to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm combines portfolio management with tax planning and consulting services, employing written investment policies, discretionary account management, and tactical tools tailored to client risk tolerances.

Paul Pignone is a financial advisor with Beck Bode LLC in Dedham, MA, holding the CFP®, ChFC®, and Series 63 designations and bringing 25 years of industry experience. He has worked with Beck Bode Wealth Management since 2018 and Boston Retirement Advisors since 1996. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies, including dividend-paying equities in the utilities sector, to tailor investment decisions according to client goals and risk tolerance.

Julie Fortin is a CFP® professional with 10 years of industry experience. She has been with Northstar Financial Planning since 2016, initially at Northstar Financial Planning, Inc., and continuing 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 uses a strategic asset-allocation approach combining passive ETFs with selected active managers, and integrates third-party technology such as Betterment Advisor Solutions to support automated rebalancing, tax-loss harvesting, and consolidated reporting.

Alexa Darbe is a CFP® professional with 18 years of industry experience, currently serving at Northstar Financial Planning, LLC since 2020. Prior to this, she worked at Northstar Financial Planning, Inc. for 13 years. Northstar Financial Planning advises 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 approach that combines passive ETFs with selected active managers and integrates technology solutions such as Betterment Advisor Solutions to support automated rebalancing and tax-loss harvesting.

Reid Smith is a CFA® charterholder with 19 years of industry experience. He is currently affiliated with David Wendell Associates, Inc. and has worked at R.M. Davis, Inc. for the past 10 years. In addition to his advisory role, he serves as a director of Borden Mining Co., a business involved in leasing land and collecting mining royalties. David Wendell Associates provides fee-only investment supervisory and advisory services to individuals, high-net-worth families, institutions, and other advisors. The firm focuses on fundamental, company-by-company equity and bond analysis and manages over $1.33 billion in assets across five portfolio managers.

Eileen Monahan is a financial advisor with Nvest Financial, LLC, holding Series 63 and Series 66 credentials and over 44 years of industry experience. She previously worked at Commonwealth Equity Services, Inc. for 39 years before joining Nvest Financial. Monahan serves on the boards of two nonprofits that support artists and musicians. 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, financial planning, and retirement-plan advisory services, using diversified portfolios that incorporate fundamental and technical analyses.

William Mitchell is a financial advisor at David Wendell Associates, Inc. with 43 years of industry experience. He has been with the firm since 2011 and holds a Series 63 designation. Outside of his advisory role, he serves as co-trustee on an irrevocable trust held at U.S. Trust in Boston, a position he has held since 1994. David Wendell Associates, Inc. is a fee-only independent investment adviser serving individuals, families, high-net-worth clients, trusts, retirement accounts, charitable organizations, businesses, and institutional clients. The firm emphasizes long-term equity ownership and selective fixed-income holdings, using fundamental analysis, proprietary statistical screening, and outside bond consultants to customize portfolios that are reviewed quarterly with written communications.

Sarah Brookes Governo is a financial advisor at Summit Wealth Group LLC in Exeter, NH, with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Summit Wealth Group since 2015. Summit Wealth Group LLC provides personalized Financial Life Planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm integrates portfolio management with ongoing financial planning and offers tax preparation and tax-planning services on a subscription basis.

I was hanging on every word… It was a beautiful spring day in Palo Alto in 1996. My Modern Portfolio Theory professor – Nobel laureate Bill Sharpe – was explaining the “illusion of stock picking skill” and the idea that stock pickers as a group lose big to the stock market as a whole. I remember closing my eyes and taking it all in. Was it possible that a several hundred billion dollar industry was just harming investors? That the whole thing was built on an illusion? Even a lie? I was just entranced. (It turns out I caught a brief glimpse of my true calling that day, but it would be another 17 years before I actually took concrete steps to become a financial advisor.) But then the class ended, and I went back to the business of graduating from Stanford Business School. I headed back to consulting for a couple years, and then co-founded a dot com. But in 2003, I ended up in awkward position. An awkward position that ultimately lead me to my true calling. I had accepted the position of Publisher & Chief Marketing Officer at The Motley Fool, the personal finance website. I loved the people, and rocked the job. But something was wrong. You see, one of my responsibilities was to convince millions of investors that we had superior stock picking skills. There was just one problem with this – I didn’t believe it. Beliefs are a funny thing. I came to believe back in 1996 that stock picking skills are an illusion, and that belief had just stuck. And I couldn’t unstick it. I eventually left The Fool with mixed feelings. I was proud of our commercial success, and my role in that. But I also felt like I had betrayed my beliefs. It wasn’t a good feeling. I tried jobs in other industries, but something kept pulling me back to investing and personal finance. And then it finally hit me. I knew what I was meant to do, and I set out to form my financial advisory firm, Clark Asset Management, LLC. Now I get to help people directly, and do it in a way that’s 100% consistent with my beliefs. I get to leverage a career’s worth of skills in financial planning and analysis, problem solving and client communication. And I get to do my part to help transform an often shady industry into a helping profession. It’s awesome. …if you’d like to learn more, I encourage you to download one of my complimentary guides or schedule a complimentary phone consultation.

Erik Potts is a CFP® with 23 years of industry experience, currently serving as an advisor at Summit Wealth Group LLC since 2021. His prior work includes roles at Purshe Kaplan Sterling Investments and Panorama Wealth Strategies, among others. Outside of financial advising, he is involved in managing an auto dealership and aviation-related businesses. Summit Wealth Group LLC provides financial life planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm combines portfolio management with ongoing financial and tax planning, employing client-specific investment strategies and third-party managers, and integrates in-house tax preparation alongside investment advice.

Daphne Lafazan is a CFP® professional with 25 years of experience in the financial services industry. She is currently with Nvest Financial, LLC and Purshe Kaplan Sterling, holding registrations as an Investment Advisor Representative and Registered Representative, respectively. Prior to her current roles, she was involved with NYCBOS LLC, dba Seaside Liquors, for eight years. 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, constructing customized, generally long-term portfolios using diversified mutual funds, ETFs, and selected individual securities.

Justin Happ is a financial advisor with Nvest Financial, LLC in Kennebunk, ME, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked for the New Hampshire State Liquor Commission for seven years. Nvest Financial, LLC serves individuals, families, small businesses, and retirement plans by providing discretionary investment management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $523 million in client assets, employing a team approach and a range of investment strategies tailored to client objectives and risk tolerance.