Nicole Piton is a CFP® with five years of industry experience, currently serving as an advisor at Total Clarity Wealth Management, Inc. since 2020. She also owns and operates Healthy Pet Care Market Co., a business she has managed since 2004. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, and specialized advisory services, employing a range of investment strategies from conservative wrap programs to an actively traded PreActive strategy for sophisticated investors.

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.

Kyle La Sella is a Series 65-registered advisor with Rise North Capital Investment Advisors and has one year of industry experience. Prior to his current role, he worked at Foundations Investment Advisors LLC and has experience as an insurance and annuities agent reviewing and proposing client solutions. He has also worked in the hospitality industry and was a full-time student for eight years. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, with a unique co-advisor operating model and a focus on ongoing portfolio reviews and educational workshops.

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.

Mark Perkins is a financial advisor with Independence Financial Advisors, LLC in Franklin, NH, holding a Series 65 credential and seven years of industry experience. He is also President and Managing Member of Consolidated Life Producers, where he advises producers on fixed annuities and fixed life insurance products. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, offering portfolio management and financial planning services through defined model allocations and proactive asset management. The firm manages a large client base with a multi-office team and maintains a formal referral relationship with Franklin Savings Bank.

Robert Piton is a CFA® charterholder with 22 years of industry experience. He has worked at Total Clarity Wealth Management, Inc. since 2019 and was previously with Rothschild Investment Corp from 2013 to 2017. Outside of his advisory role, he is the managing member of Resonance Pi, LLC, a software design and development venture. Total Clarity Wealth Management is a multi-advisor firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, and 401(k) advisory services, employing a range of investment strategies including model portfolios, third-party managed accounts, and a more active "PreActive" strategy for sophisticated investors.

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.

David Snyder is a CERTIFIED FINANCIAL PLANNER™ with 10 years of industry experience. He is currently with Sweeney Financial Advisors in Bedford, NH, and has previously worked at Citizens Securities Inc. and CITIZENS Bank. Sweeney Financial Advisors provides financial planning and discretionary investment management to individuals, families, trusts, endowments, qualified retirement-plan sponsors, and business entities. The firm typically employs low-cost institutional mutual funds, ETFs, individual fixed-income securities, and select private alternative investments, managing roughly $403 million across about 247 client relationships.

Kathryn Lund Wilde is a CFP® and holds a Series 65 license with 19 years of experience in financial advising. She has worked at Milestone Financial Planning, LLC since 2021 and previously spent 14 years at Mosaic Financial Advisors, LLC. In addition to her advisory role, she operates a CPA practice providing tax preparation and non-investment-related financial services for small businesses. Milestone Financial Planning, LLC serves individuals, high-net-worth clients, trusts, non-profits, and small businesses with 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 while coordinating with clients’ other advisors.

Christopher June is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He is currently with Sweeney Financial Advisors, a team of five advisors based in Bedford, NH. His prior work includes roles at Bedford 360 LLC and SFM, LLC. Sweeney Financial Advisors provides financial planning and discretionary investment management to individuals, families, trusts, endowments, qualified retirement-plan sponsors, and business entities. The firm emphasizes tailored portfolios that consider client goals and tax factors, using low-cost institutional funds, fixed-income securities, and select private alternative investments.

Travis Broadhurst is a financial advisor at Sweeney Financial Advisors with six years of industry experience. He holds the Series 66 designation and has worked at several firms, including Lake Street Advisors Group, Essential Planning, and SCS Capital Management. Sweeney Financial Advisors serves individuals, families, trusts, endowments, retirement-plan sponsors, and business entities with financial planning and discretionary investment management. The firm employs a fee-only model, managing portfolios tailored to client goals using low-cost institutional funds, fixed-income securities, and private alternative investments.

Robert Cordeau is a financial advisor at McLean Asset Management Corp. in Milford, NH, with 21 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 65 licenses. Prior to his current role, he worked at Aurelius Family Office, LLC for one year. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to individuals—including high-net-worth clients—retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tax-efficient, globally diversified portfolios grounded in Modern Portfolio Theory and offers ESG screening options along with specialized portfolio management strategies.

Frank Stama is a financial advisor with Brookwood Investment Group holding a Series 66 designation and 19 years of industry experience. He has worked at several firms, including Redwood Private Wealth LLC and Northeastern Wealth Management LLC. Outside of advisory roles, he owns MKT Consulting, a business management consulting firm focused on profit improvement, supply chain, and technology integration. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,000 clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, offering tailored investment strategies across passive, active, tactical, and blended approaches.

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.

Barry Dick is a financial advisor with The Fiduciary Alliance, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining The Fiduciary Alliance in 2021, he worked for First Financial Advisors, LLC for 14 years. Outside of advisory services, he is co-owner of Dick Insurance Agency and owner of Merrimack Financial, both involved in life and property and casualty insurance sales. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm operates through multiple divisions and a network of investment advisor representatives, utilizing client-specific investment policy statements and a combination of fundamental, technical, cyclical, and charting analyses.

Wendell Stewart is a financial advisor with Compass Financial Management LLC, holding a Series 63 designation and bringing 34 years of industry experience. He has worked at Executive Financial Services, Inc. since 1988. Stewart also engages in limited insurance sales as a sole proprietor, conducting these activities alongside his financial planning services. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm employs a multi-disciplinary investment approach combining fundamental, technical, charting, and cyclical analysis, managing approximately $519 million in discretionary assets across a team of 27 advisors.

Joseph Remson is a Series 66-registered advisor at Simplicity Wealth with six years of industry experience. His prior roles include positions at FOUNDATIONS INVESTMENT ADVISORS, Equity Services Inc., and National Life Group. He is also involved in insurance sales through Granite Rock Wealth Management, a business he owns. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as financial firms. The firm offers a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside a managed account platform and a suite of technology and operational services for advisors.

Warren Baum is a Series 63-licensed financial advisor with 34 years of industry experience. He has worked at Packerland Brokerage Services, Inc. since 2021 and previously spent nearly three decades with Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he is also a sole proprietor offering professional services in tax preparation, accounting, and legal matters as an attorney. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors. The firm provides financial planning, portfolio management, wrap-fee programs, and retirement-plan consulting, utilizing a combination of direct management and third-party money managers via the Hilltop/Hilltop-cleared Envestnet platform.

Curtis Porter is a financial advisor at First Heartland Consultants, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Heartland Capital, Inc. since 2009. Outside of his advisory role, he operates Porter Tax Preparation Services, LLC, which provides tax preparation services. First Heartland Consultants offers investment advisory and financial planning services to individuals, businesses, and employer-sponsored retirement plan participants. The firm delivers personalized asset management through various programs and employs both strategic and tactical asset allocation techniques.