Trever Robbins is a CFP® and Series 66-registered financial advisor with Arcadia Wealth Management, LLC in Manchester, NH. He has two years of industry experience and has previously worked at Avantax Investment Services Inc. and TSS Wealth Management LLC. Outside of his advisory career, Robbins has experience in the restaurant and hospitality industries. Arcadia Wealth Management is a team-based firm providing portfolio management, third-party adviser selection, pension consulting, and financial planning to individuals, high-net-worth clients, and pension plans. The firm uses documented Investment Policy Statements and combines fundamental, technical, and quantitative analysis in its investment approach while offering educational seminars and maintaining affiliations with accounting and insurance affiliates.

Pamela Diamantis is a financial advisor with Curbstone Financial Management Corp. in Manchester, NH, holding a Series 65 designation and over 20 years of industry experience. She has worked at US Trust/State Street since 2000. Pamela serves as General Partner of the Impact NH Series Fund, LP, a limited partnership aimed at encouraging women to become angel investors and supporting businesses with women in leadership roles. She also serves on the Board of Directors of Primary Bank. Curbstone Financial Management Corp. provides discretionary investment management to individuals, including high-net-worth clients, and a variety of institutional clients. The firm focuses on portfolio construction and asset allocation within a single Enhanced Relative Return strategy, employing fundamental and technical analysis across securities, mutual funds, and ETFs.

Noah Kabbara is a Series 65-credentialed financial advisor with 10 years of industry experience, currently with BCAS. He has worked at Baldwin & Clarke Advisory Services, LLC since 2013. Outside of his advisory role, he operates a driving range business. Baldwin & Clarke Advisory Services (BCAS) 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 approach with a mix of asset managers and investment products, emphasizing business-owner services, legacy-focused estate planning, and a digital WealthDirect platform.

Scott Lavalley is a financial advisor with BCAS, holding the CFP® and ChFC® designations and bringing 32 years of industry experience. He has worked with Lincoln Financial Securities Corporation for 17 years and has been involved with Baldwin & Clarke Advisory Services since 1982. Lavalley also performs valuation services for closely held private businesses in connection with exit planning engagements. Baldwin & Clarke Advisory Services provides fee-based wealth management and financial planning to individuals, high-net-worth 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 emphasizing business-owner services, legacy estate planning, and a digital platform called WealthDirect.

Glenn Sweeney is a CFA® charterholder with 27 years of industry experience. He is a principal at Sweeney Financial Advisors in Manchester, NH, where he has worked since 1998. Prior to his current role, he was associated with Bedford 360 LLC. Sweeney Financial Advisors serves individuals and families, including high-net-worth clients, as well as trusts, endowments, retirement-plan sponsors, and business entities. The firm provides fee-only financial planning and discretionary investment management, focusing on tailored portfolios that incorporate tax considerations and a mix of low-cost funds, individual fixed-income securities, and private alternative investments.

Mark Govoni is a financial advisor at Empirical Asset Management, LLC with 21 years of industry experience. He previously worked for Boston Asset Management Inc for 15 years before joining Empirical in 2024. Outside of his advisory role, he operates a nursery business in Warner, New Hampshire. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using a proprietary methodology and manages multiple model strategies with a focus on low-cost ETFs, mutual funds, and select individual securities.

Daniel Bednarczyk is a financial advisor at Carlson Investments with a Series 65 designation and five years of industry experience. He has worked at DL Carlson Investment Group since 2020 and has a background with SBLI of Massachusetts dating back to 2009. D.L. Carlson Investment Group is an employee-owned, fee-only advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $735 million across about 360 client relationships, using fundamental analysis to guide investment decisions implemented through a variety of portfolio styles and strategies.

Kevin Whitmore is a financial advisor at Eldridge Investment Advisors Inc. with 48 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Eldridge Investment Advisors, Linsco/Private Ledger, and Stephen Eldridge and Co. since 2005. Eldridge Investment Advisors, Inc. provides discretionary and non-discretionary investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $791 million in discretionary assets with an eight-advisor team and customizes portfolios based on clients’ goals, time horizons, and risk tolerances using various analytical approaches.

Melvin Severance III is a CFP® with 42 years of experience, serving as an advisor at Curbstone Financial Management Corporation since 1984. He holds a Series 63 license and is based in Manchester, NH. Severance is a general partner in a limited partnership that supports women angel investors and invests in women-led, locally based businesses. Curbstone Financial Management serves individuals, including high-net-worth clients, and institutional clients such as endowments and pension plans. The firm employs a discretionary Enhanced Relative Return strategy focused on disciplined asset allocation and combines fundamental and technical analysis in managing portfolios.

James Mullins is a CFA® charterholder and holds a Series 66 license with 25 years of experience in the financial industry. He has been with DL Carlson Investment Group, Inc. since 2001. Mullins works as part of an eight-advisor team based in Concord, NH. DL Carlson Investment Group is an employee-owned, fee-only advisory firm managing approximately $735 million for individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm uses fundamental analysis across Equity, Balanced, and Fixed Income portfolio styles, employing various strategies including long-term holdings and option writing, and provides detailed performance reporting alongside client financial planning services.

Paulette Wolfe is a financial advisor at Whitegate Investment Counselors, Inc. in Concord, NH, holding a Series 65 designation with 19 years of industry experience. She has been with Whitegate Investment Counselors since 1995. Whitegate Investment Counselors, Inc. is a privately owned SEC-registered firm providing portfolio management and financial consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm customizes portfolios based on client-specific factors and employs a range of investment strategies, including individual securities, mutual funds, ETFs, and options, with regular account reviews and a focus on tax considerations.

Christopher Dube is a financial advisor at Arcadia Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Bank and its affiliates since 2015. In addition to his advisory role, he is a licensed insurance agent affiliated with Arcadia Financial Group. Arcadia Wealth Management provides portfolio management, third-party adviser selection, pension consulting, and financial planning services to individuals, high-net-worth clients, and pension plans. The firm employs a team approach, managing roughly $436 million in discretionary assets and emphasizing documented client goals and diversified investment strategies.

Alan Rattee Jr. is a financial advisor with Carlson Investments, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at Fidelity Investments and Hamilton College. Carlson Investments is an employee-owned, fee-only advisory firm managing approximately $735 million across about 360 client relationships. The firm offers discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, employing fundamental analysis across Equity, Balanced, and Fixed Income portfolio styles.

Brian Beaulieu is a financial advisor at Bellwether Wealth with 14 years of industry experience. He holds a Series 65 designation and has worked at Bellwether Wealth since 2019, following prior roles at Kestra Advisory Services and extensive leadership positions at the Institute for Trend Research since 1987, where he serves as CEO and economist. Bellwether Wealth provides investment management and planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $782.8 million in discretionary client assets and employs a discretionary, total-portfolio approach that combines active and passive strategies, supported by proprietary models and third-party artificial intelligence for stock ranking within the S&P 500 sectors.

Christopher Carter is a CFP® with four years of industry experience, currently serving as a financial planner at Arcadia Wealth Management, LLC in Manchester, NH. He previously worked at BNY Wealth and TD Private Client Wealth LLC. In addition to his advisory role, he prepares retirement planning cases through Arcadia Financial Group, LLC. Arcadia Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management, third-party adviser selection, pension consulting, and integrated financial planning without a separate planning fee. The firm uses diversified investment strategies, conducts quarterly reviews, and offers educational seminars and held-away account management.

Kyle Fellers is a financial advisor at Carlson Investments with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at DL Carlson Investment Group, Inc. since 2016. D.L. Carlson Investment Group is an employee-owned, fee-only advisory firm that manages approximately $735 million for individuals, institutions, and organizations. The firm uses fundamental analysis to guide investment decisions across Equity, Balanced, and Fixed Income portfolios and provides discretionary management along with financial planning services.

Hannah Shaw is a financial advisor at Arcadia Wealth Management, LLC in Manchester, NH, with three years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Arcadia Wealth Management, Hannah worked at Fidelity Investments and has experience in health club management and various community roles, including with the NH Food Bank. Arcadia Wealth Management is a team of nine advisors serving individuals, high-net-worth clients, and pension plans with portfolio management, third-party advisor selection, pension consulting, and financial planning. The firm uses a range of analytical strategies and provides quarterly account reviews, serving approximately 655 clients with $436 million in discretionary assets under management.

Alan Beaulieu is a Series 65-registered financial advisor with Bellwether Wealth, where he has worked since 2019. He has 14 years of industry experience including prior roles at Kestra Financial Services. Outside of his advisory work, Beaulieu serves as President and Economist at the Institute for Trend Research, a role he has held since 1990. Bellwether Wealth provides investment management and a range of planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $782.8 million in discretionary assets and employs a combined active and passive total-portfolio approach, incorporating proprietary models and artificial intelligence tools to tailor portfolios to clients’ specific goals and risk tolerances.

Charles Mathews is a CFA® charterholder with one year of experience at Curbstone Financial Management Corp. He previously worked at NBT Wealth Management for three years and Bank of New Hampshire Wealth Management for seven years. Curbstone Financial Management Corp. provides discretionary investment management to individuals, including high-net-worth clients, and various institutional clients. The firm employs a single Enhanced Relative Return strategy focused on disciplined asset allocation, combining fundamental and technical analysis across securities, mutual funds, and ETFs.

Maxwell Kemper is a financial advisor at Carlson Investments with a Series 65 designation and one year of industry experience. Prior to joining Carlson Investments, he worked at EliseAI and PwC. Carlson Investments is an employee-owned, fee-only advisory firm managing approximately $735 million across around 360 client relationships. The firm offers discretionary investment management and financial planning to individuals, institutions, and charitable organizations, employing fundamental analysis and a variety of portfolio strategies across Equity, Balanced, and Fixed Income styles.