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.

Kathleen Cefalu is a financial advisor at Downtown Wealth Studios, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill from 2019 to 2023. Downtown Wealth Studios provides customized wealth management and financial planning to individuals, high-net-worth clients, families, trusts, estates, businesses, and endowments. The firm typically manages accounts on a non-discretionary basis, combining fundamental and technical analysis to construct portfolios of equities, ETFs, mutual funds, and bonds.

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.

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.

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.

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.

Natalie Marin is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Northstar Financial Planning, LLC since 2022 and was previously with Paladin Advisors LLC and Sun Life Financial. Her background also includes roles at Northeastern University. 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 active managers and integrates technology like Betterment Advisor Solutions to support automated portfolio management and reporting.

Forrest Chicoine is a CFP® with three years of industry experience, currently serving at Affinity Investment Group, LLC. His prior roles include positions at Fiduciary Wealth Partners, SVB Wealth LLC, and Bank of NY Mellon. Affinity Investment Group provides investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset-allocation core-and-satellite approach using primarily no-load or load-waived mutual funds and passive ETFs, with accounts managed on either a discretionary or non-discretionary basis.

Erik Randall is a financial advisor at Summit Wealth Group LLC in Exeter, NH, holding a Series 66 designation with 11 years of industry experience. He has been with Summit Wealth Group since 2016. Summit Wealth Group 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 services, employing client-specific investment policies and occasionally using tactical strategies and artificial intelligence tools.

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.

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.

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.

Dennis Butterfield is a financial advisor at LifeMark Securities Corp. with 49 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LifeMark in 2018, he worked at Foresters Equity Services, Inc. from 2010 to 2018 and has been an independent insurance agent since 1974. LifeMark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering various managed account programs and consulting services tailored through risk assessments.

Kevin Halloran is a financial advisor at Santander Securities LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2017, as well as at Citizens Securities, Inc. from 2015 to 2017. Santander Securities LLC serves a diverse client base including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and other financial services, delivering investment advice through a managed-account platform with third-party managers and an implementation manager handling portfolio rebalancing.