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.

Ryan Callaghan is a CFP®, CFA®, and Series 65 credentialed financial advisor with 13 years of industry experience. He has been with The Harbor Group, Inc. since 2012, contributing to the firm’s team of nine advisors in Bedford, NH. The Harbor Group provides personalized financial planning and investment supervisory services to a broad client base including individuals, high-net-worth clients, and various institutional entities. The firm employs a strategic, long-term asset allocation approach utilizing no-load mutual funds and ETFs, supported by a weekly Investment Committee and integrated tax planning and preparation services.

Justin Eldridge is a financial advisor at Eldridge Investment Advisors Inc. in Manchester, NH, with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Stephen Eldridge & Company. Eldridge Investment Advisors provides personalized investment advisory and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a range of investment strategies aligned with client objectives and risk tolerances and offers both discretionary and non-discretionary account management.

Michael Doyle is a CFP® with 23 years of industry experience, currently serving as an advisor at The Harbor Group, Inc. since 2022. He previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors from 2000 to 2022. The Harbor Group, Inc. provides personalized financial planning and investment supervisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic, long-term asset allocation using no-load mutual funds and ETFs, with integrated tax planning and preparation services offered through a designated representative.

Craig Garner is a financial advisor with Eldridge Investment Advisors Inc. in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Eldridge Investment Advisors and LPL Financial since 2010 and has been involved with Stephen Eldridge & Company, Inc. since 1990. Outside of his advisory role, he performs and arranges music for a brass quintet and has written training material for the American Retirement Association. Eldridge Investment Advisors, Inc. provides discretionary and non-discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm customizes portfolios based on clients’ goals, time horizons, and risk tolerances, employing various analysis methods and offering retirement plan services including ERISA 3(38) fiduciary arrangements.

Adam Bergeron is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at The Harbor Group, Inc. since 2022 and previously held roles at Cornerstone Financial Planning, LLC, Panorama Wealth Strategies, and several other firms. The Harbor Group, Inc. provides personalized financial planning and investment supervisory services to individuals, high-net-worth clients, and various entities. The firm focuses on strategic, long-term asset allocation using no-load mutual funds and ETFs, with regular portfolio reviews and supplemental services such as tax planning and preparation.

Sean Clarke is a financial advisor with BCAS, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Baldwin & Clarke Advisory Services since 2011 and previously spent 20 years at 1 St Bccw Capital Corp. Baldwin & Clarke Advisory Services provides fee-based wealth management and financial planning to individuals, families, businesses, charitable organizations, and qualified retirement plans. The firm uses an institutional, open-architecture “management of managers” approach, combining asset-allocation modeling with a variety of investment vehicles, and offers specialized services including business exit planning and a proprietary digital platform called WealthDirect.

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.

Luke Trotochaud is an Associate Wealth Manager at Brophy Wealth Management, LLC in Bedford, NH, holding the CFP® designation along with Series 66 and Series 63 licenses. He has 11 years of industry experience, having worked at firms including FIDELITY Brokerage Services LLC, Merrill, Bank of America, and APW Capital prior to joining Brophy in 2018. 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 supported by fundamental and technical analysis, tailoring portfolios to clients’ risk tolerances and time horizons while conducting quarterly management reviews.

Peter Lee is a CFP® professional with three years of industry experience, currently serving as an advisor at The Harbor Group, Inc. He previously worked at Bigelow & Company for eight years. The Harbor Group provides personalized financial planning and investment supervisory services to a diverse client base, including individuals, high-net-worth clients, and various entities. The firm focuses on strategic, long-term asset allocation using no-load mutual funds and ETFs, supported by a team of nine advisors and integrated tax planning and preparation services.

Christopher Barnes is a CFP® professional with five years of industry experience, currently serving as an advisor at The Harbor Group, Inc. in Bedford, NH. He has been with The Harbor Group since 2017, and prior to that, he worked with Wyzant Tutoring from 2015 to 2017. The Harbor Group provides personalized financial planning and investment supervisory services to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on strategic, long-term asset allocation using no-load mutual funds and ETFs, complemented by in-house tax planning and preparation services.

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® with six years of experience in the financial industry. He is currently an advisor at Arcadia Wealth Management, LLC, where he has worked since 2026. Prior to joining Arcadia, he held roles at Commonwealth Financial Network, Lincoln Investment, Ameriprise, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. Outside of his advisory work, Salazar is the author of *The Smoke Shop's Backyard BBQ: Eat, Drink, and Party Like a Pitmaster*. Arcadia Wealth Management, LLC is a team of nine advisors serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm emphasizes documented Investment Policy Statements and employs a combination of fundamental, technical, and quantitative analysis across multiple investment strategies while offering ongoing portfolio management and financial planning services.

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.

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 with Little House Capital, LLC, holding Series 65 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Infinex Investments, Mill River Wealth Management, NHTrust Financial Advisors, and People's United Bank. Little House Capital, LLC is an SEC-registered advisory firm managing approximately $675.2 million for about 200 clients. The firm offers portfolio management, financial planning, and trustee services to individuals, institutions, and other entities, employing a personalized, long-term investment approach using fundamental and technical analysis.

Richard Bean is a CFP® with 23 years of industry experience, currently serving at Fiscal Wisdom Wealth Management LLC in Manchester, NH. His prior roles include positions at Portsmouth-SmartLife Financial Group, Motiv8 Investments LLC, Capital Asset Advisory Services, LLC, and Retirement Advisor Of Ne, Inc. In addition to his advisory work, he is an independent insurance producer specializing in fixed life, health, fixed annuities, long-term care, and estate planning. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, using both discretionary and non-discretionary portfolio management. The firm offers tailored portfolio construction with active and passive strategies across various asset classes, along with financial plans, seminars, and cash-management options.

Kathryn Wiggins is a financial advisor at Milestone Financial Planning, LLC with two years of industry experience. She holds a Series 65 designation and previously was a full-time college student. Outside of her advisory role, she volunteers as a tax preparer for a local CPA firm, assisting with individual and trust tax returns without compensation. Milestone Financial Planning serves individuals, high-net-worth clients, trusts, non-profits, and small businesses with comprehensive financial planning and discretionary investment management. The firm employs a disciplined, tax-aware investment approach using low-cost diversified funds and third-party managers, and coordinates closely with clients’ other professional advisors.

Steven Jacobsmeier is a CFP® and ChFC® with 23 years of industry experience. He is currently with Milestone Financial Planning, LLC and has previously worked at Origin Financial, Crestwood Advisors Group, and Heritage Financial Services. Milestone Financial Planning serves individuals, high-net-worth clients, trusts, non-profit organizations, and small businesses, providing comprehensive financial planning and discretionary investment management as a fee-only fiduciary. The firm emphasizes disciplined asset allocation, low-cost diversified funds, and tax-aware portfolio management, avoiding market timing and speculative strategies.