Nicholas Felici Jr. is a financial advisor at Wellesley Asset Management, Inc. He holds a Series 65 credential and has nine years of industry experience. He has been with Wellesley Investment Advisors, Inc. since 2011. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts and serving as adviser to affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

Paul Stanley is a financial advisor at Arca Wealth, LLC with 29 years of industry experience. He holds the CFP® designation and several securities licenses. Prior to joining Arca Wealth, he worked at Granite Bay Wealth Management, LLC and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as a Selectman for the Town of Greenland, NH, and is president of the BNI Seacoast referral group. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm offers customized asset allocations across multiple risk profiles using a broad range of investment vehicles including mutual funds, ETFs, individual equities, fixed income, REITs, and options strategies.

Andrew Lord is a ChFC® with 36 years of industry experience. He is a founding member of Essential Planning, LLC, where he has worked since 2002, and previously held roles at Purshe Kaplan Sterling Investments and ValMark Securities, Inc. Outside of his advisory work, he is involved in managing commercial real estate properties in Portsmouth, NH. Essential Planning, LLC provides financial planning and investment management services primarily to individuals and families, managing approximately $524 million in assets. The firm employs a strategic asset allocation approach with a core-and-satellite structure, using passive index and ETF exposures complemented by selective active managers.

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.

Ronald Fredette is a financial advisor with Elevated Capital Advisors, LLC in Dover, NH, holding Series 63 and Series 65 licenses and six years of industry experience. He has operated Fredette Insurance Services since 2002. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations, offering investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis alongside strategic and tactical asset allocation to manage portfolios and provide consulting services.

Bryan Monteverde is a financial advisor with Arca Wealth, LLC in Portsmouth, NH, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Granite Bay Wealth Management, Divorce Outcomes, LLC, and Bank of New York Mellon. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process to create customized asset allocations and utilizes a range of investment vehicles including mutual funds, ETFs, individual equities, fixed income, and alternative strategies.

Vera Kelsey Watts is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds a Series 65 license with 12 years of industry experience. She has been with Saltbox Financial LLC since 2014. Saltbox Financial LLC serves individuals, couples, families, and select charitable organizations with financial planning, investment advisory, and portfolio management services. The firm emphasizes customized portfolios and direct manager engagement, offering comprehensive wealth-management relationships and in-house tax-preparation services.

Michael Foley is a financial advisor at Wellesley Asset Management, Inc. in Portsmouth, NH, with 19 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Wellesley Investment Advisors since 2015, with prior experience at Foreside Fund Services, LLC. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and various institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts, affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

Danielle Pensinger is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Cornerstone Financial Planning, LLC since 2019 and previously spent five years at VCA Chiquita Animal Hospital. Cornerstone Financial Planning provides financial planning, investment management, and consulting services to individuals, trusts, estates, and charitable organizations. The firm employs mutual funds and exchange-traded funds based on investment policy statements and model portfolios, incorporating tools like portfolio optimization and Monte Carlo analysis in its planning process.

Stephen Marzo is a financial advisor at Wellesley Asset Management, Inc. with nine years of industry experience. He holds the Series 65 designation and has been with Wellesley Investment Advisors since 2015. Wellesley Asset Management provides discretionary portfolio management to individuals, including high-net-worth clients, pension and retirement plans, and various institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts, affiliated mutual funds, an exchange-traded fund, and a private pooled vehicle.

Barry Betters II is a CFP® professional with 11 years of industry experience, currently serving at Cornerstone Financial Planning, LLC since 2021. He previously worked at Zeiders Enterprises Inc. and Paladin Advisors, LLC. Betters also provides unpaid mentorship as a member of the advisory board for NextStep Portfolios, LLC, focusing on supporting financial planners. Cornerstone Financial Planning offers financial planning, investment management, and consulting services to individuals, trusts, estates, and charitable organizations. The firm employs mutual funds and ETFs guided by written investment policies and uses portfolio optimization and Monte Carlo analysis, providing both discretionary and non-discretionary management along with specialized services such as divorce-focused consulting.

Leah Beattie is a financial advisor at Veris Wealth Partners, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Veris Wealth Partners since 2007 and A. G. Edwards & Sons, Inc. since 2006. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies and integrates ESG analysis and an Inclusion and Belonging framework into its portfolio construction.

John Black is a financial advisor with Measured Wealth Private Client Group, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked for Wells Fargo Advisors LLC for 14 years before joining Measured Wealth in 2020. Measured Wealth Private Client Group, LLC serves individuals, high net worth clients, families, charitable organizations, pension plans, and businesses by providing discretionary and non-discretionary portfolio management, financial planning, pension consulting, and estate-planning facilitation. The firm manages approximately $528 million in discretionary assets and employs a multi-adviser team approach, tailoring portfolios through a combination of individual securities, ETFs, mutual funds, and cash management, while incorporating quantitative and qualitative analysis along with ESG screening.

John Slattery is a financial advisor with Arca Wealth, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Granite Bay Wealth Management, Key Investment Services LLC, KeyBank NA, and Camden National Bank. Outside of financial services, he previously managed a business called Slattery's Village Trading Post. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process to develop customized asset allocations across Conservative, Moderate, Strategic Growth, and Aggressive approaches using a variety of investment tools including mutual funds, ETFs, equities, fixed income, REITs, ETNs, cryptocurrency exposure, and options strategies.

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.

John Fredette is a CFA® charterholder and financial advisor at CMH Wealth Management, LLC in Portsmouth, NH, with eight years of industry experience. He has worked at CMH Wealth Management since 2017 and previously was employed at Piscataqua Savings Bank from 2013 to 2017. CMH Wealth Management provides discretionary investment and comprehensive wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a documented Investment Policy Statement and an Investment Committee that uses both qualitative and quantitative analysis to construct tailored portfolios.

Steven Nassoura is a CFP® and holds a Series 65 license with 26 years of industry experience. He was previously a principal at Creegan & Nassoura Financial Group, LLC for 26 years before joining CMH Wealth Management, LLC, where he currently serves as an advisor. CMH Wealth Management provides discretionary investment and comprehensive wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and business entities. The firm employs a disciplined investment process involving an Investment Committee and both qualitative and quantitative analysis to tailor portfolios, and manages approximately $813 million for over 300 clients.

Leslie Modica is a CFP® and holds a Series 65 license with three years of industry experience. She is currently an advisor at Saltbox Financial LLC, where she has worked since 2021. Outside of financial advising, Leslie is involved in the restaurant industry as a server at Festina Lente in Kittery, ME. Saltbox Financial LLC provides financial planning, investment advisory, and portfolio management services to individuals, couples, families, and select charitable organizations. The firm focuses on customized portfolios and integrates socially responsible and impact-oriented investment strategies.