Oybek Tursky is a financial advisor at Essential Planning, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Richard Brothers Financial Advisors, Richard Brothers Securities, and Charles Schwab & Co., Inc. Prior to his financial services career, he spent five years with Wild Blue Yonder Brewing. Essential Planning, LLC is a team-based registered investment adviser serving individuals and families, including high-net-worth clients. The firm manages approximately $524 million and employs a strategic asset-allocation approach that combines passive index and ETF cores with select active funds and third-party strategies.

David Smith is a CFP® professional with 21 years of industry experience. He has been with Robinson Smith Wealth Advisors, LLC since 2013, where he is part of a five-advisor team based in Portsmouth, NH. Robinson Smith Wealth Advisors is an independent, fee-only firm serving individuals, high-net-worth clients, and institutional entities. The firm offers investment management, financial planning, consulting, and advisor-selection services, managing approximately $445 million in assets with a broad implementation approach that includes model portfolios, Independent Managers, and ESG criteria for interested clients.

Dinon Hughes is a CFP® professional with four years of industry experience, currently serving at Nvest Financial, LLC. He has previously worked at Commonwealth Financial Network and Merrill Lynch. Hughes is involved with nonprofit organizations, serving as a board member of Operation Love from Home and as assistant treasurer for the York Rotary Club. Nvest Financial is a team-based SEC-registered investment adviser managing approximately $688 million for individuals, trusts, businesses, and charitable organizations. The firm provides discretionary investment management and financial planning, constructing customized, generally long-term portfolios through diversified funds and other securities.

Connor Cossette is a financial advisor at Essential Planning, LLC in Portsmouth, NH, holding a Series 65 designation with approximately one year of experience in advisory roles. His prior work history includes roles in various industries such as retail and hospitality before joining the financial planning field. Essential Planning, LLC is a team-based registered investment adviser serving individuals and families, including high-net-worth clients, with fee-based financial planning, ongoing consulting, and discretionary portfolio management. The firm employs a strategic asset-allocation approach combining passive index and ETF cores with selected active funds and other strategies, utilizing multiple third-party platforms and custodians.

Brian Carolan is a CFA® charterholder with 20 years of experience in the financial industry. He is a wealth advisor at CMH Wealth Management, LLC, where he has worked since 2009. Outside of his advisory role, Carolan serves as treasurer for the Boy Scouts of America Daniel Webster Council Troop 158 and is a board member and treasurer of the Seacoast Mental Health Center. CMH Wealth Management provides discretionary investment and comprehensive wealth management services to individuals, high net worth clients, trusts, estates, and various organizations. The firm uses a disciplined investment process involving both qualitative and quantitative analysis to construct tailored portfolios and maintains an active Investment Committee to guide strategic decisions.

Collin Schrier is a financial advisor at Wellesley Asset Management, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms including Eaton Vance Management and Vestmark, Inc. Schrier currently serves as Director of Institutional Sales at Wellesley Asset Management. 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, mutual funds, an exchange-traded fund, and private pooled vehicles.

Kian Pashapour Nikoo is a financial advisor at Nvest Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining Nvest Financial, he worked at Paul McCoy Financial Office Services and has professional experience at Bentley University and Workato. Nvest Financial is a team-based SEC-registered investment adviser managing approximately $688 million for a diverse client base, including individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on customized, generally long-term portfolios using diversified mutual funds, ETFs, and individual securities, employing a range of analytical approaches and maintaining ongoing portfolio monitoring and client reviews.

Timothy Reardon is a financial advisor at David Wendell Associates, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Welch & Forbes and Aureus Asset Management. David Wendell Associates, Inc. is a fee-only independent investment adviser serving individuals, families, high-net-worth clients, trusts, retirement accounts, charitable organizations, businesses, and institutional clients. The firm emphasizes long-term equity ownership and selective fixed-income investments through fundamental analysis, proprietary screening, and customized portfolios, managing approximately $1.34 billion in assets across five advisors.

Karen Wendell is a Series 65 registered advisor with 26 years of industry experience. She has been with David Wendell Associates, Inc. since 1995. David Wendell Associates provides fee-only investment supervisory and advisory services to a diverse client base, including individuals, high-net-worth families, trusts, charitable organizations, businesses, banks, and other advisors. The firm focuses on fundamental equity and bond analysis, employing a company-by-company approach with written research reports, a proprietary statistical equity screen, and external fixed-income consulting.

Hunter Lord is a financial advisor at Essential Planning, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Valmark Advisers, Inc. and Purshe Kaplan Sterling Investments, Inc. Prior to his advisory career, he spent a year at Social Brew Cafe. Essential Planning, LLC is a team-based registered investment adviser serving individuals and families, including high-net-worth clients. The firm manages approximately $524 million across several hundred client households and uses a strategic asset-allocation approach combining passive index and ETF cores with active funds and other strategies.

James Wiegel is a financial advisor with Wellesley Asset Management, Inc. He holds Series 63 and Series 65 credentials and has 21 years of industry experience. His prior roles include positions at Foreside Fund Services, LLC and Northern Lights Distributors, LLC. Outside of his advisory work, he serves as Vice President of Finance for the Massachusetts Air and Space Museum and holds finance or leadership roles in several nonprofit organizations including the Military Historical Society of Massachusetts and the Ancient & Honorable Artillery Company of Massachusetts. 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 strategies, managing separately managed accounts as well as affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

Thomas Burleigh is a CFP® professional with seven years of experience in the financial advisory industry. He currently works at F.L. Putnam Investment Management Co. and previously spent six years at CMH Wealth Management, LLC, and nine years at Longfellow Investment Management Company. F.L. Putnam serves a broad client base including individual investors, families, and various institutional clients. The firm offers customized, team-based investment management and financial planning, employing both internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

Daosith Lemay is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2019 and previously spent 11 years at Financial Focus, Inc., and 4 years at Ameriprise. F.L. Putnam serves a diverse client base, including individuals, families, and institutions, offering customized, team-based investment management and financial planning across a variety of asset classes and strategies. The firm combines macroeconomic and security-level research with limited use of artificial intelligence tools, maintaining final investment decisions with qualified professionals.

Marilyn Rios is a financial advisor at Dakota Wealth, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Dakota Wealth since 2017, including its predecessor firm Oakmont Partners, LLC, as well as at Genery Wealth Management, LLC and Commonwealth Financial Network. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base including individuals, trusts, foundations, and business enterprises. The firm utilizes a long-term, customized investment approach that integrates fundamental, technical, and quantitative analysis to build diversified portfolios and is involved in managing pooled investment vehicles and sub-advising a registered ETF.

Andrew Litzerman is a CFA® charterholder with 15 years of experience in the financial industry. He is currently with F L Putnam Investment Management Co. and previously worked at Seascape Capital Management, LLC and Citigroup Global Markets. F L Putnam serves a diverse client base including individuals, families, institutions, and registered investment companies. The firm employs a team-based investment approach that customizes strategies across equities, fixed income, and alternative investments, incorporating both internally managed and third-party managers to meet client objectives.

Jeffrey Egizi is a CFA® charterholder with 10 years of experience in the investment advisory industry. He has worked at Clarfeld Financial Advisors, LLC, KPF Global Investment Strategies/Paladin Advisors, LLC, and Athena Capital Advisors LLC. He is currently with Citizens Private Wealth in Portsmouth, NH. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework and provides services including tax and estate structuring and business consulting for multigenerational family and closely held business matters.

Christian Beliveau is a financial advisor with LPL Financial in Dover, NH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2007 and is also affiliated with Northeast Planning Associates, Inc., where he has worked since 2003. In addition to his advisory roles, he is involved in selling fixed insurance products and group medical benefits. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and a large network of investment adviser representatives.

John Caggiano is a financial advisor at The AmeriFlex Group with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His career includes roles at Northeast Planning Associates, LPL Financial, Commonwealth Financial Network, and The Wealth Management Group. Outside of advising, he serves as chairperson for the Wentworth Douglass Annual Charity Motorcycle Ride. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations and multiple custodian platforms, with ongoing account monitoring and flexibility in fee negotiation.

Amelia Gage is a financial advisor at Manning & Napier Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Sage Wealth Partners LLC, and Waddell & Reed. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients such as banking institutions, pension plans, and government entities, while also managing separately managed accounts and offering fiduciary and wealth management solutions. The firm’s investment process combines top-down macro analysis with bottom-up security selection and employs a team-based, strategy-specific approach.

Monica Mccarthy is a CFA® charterholder with 24 years of industry experience. She is currently with F L Putnam Investment Management Co. and previously worked at Seascape Capital Management, LLC for 21 years among other firms. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering team-based investment management tailored to clients’ objectives. The firm utilizes a combination of internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware rebalancing for taxable clients.