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 affiliated with Nvest Financial, LLC and Purshe Kaplan Sterling Investments. He has worked at firms including Merrill Lynch and Commonwealth Financial Network. Hughes serves on the boards of Operation Love from Home and the York Rotary Club, where he also assists as assistant treasurer. Nvest Financial is a team-based SEC-registered investment adviser managing approximately $688 million for individuals, trusts, businesses, charitable organizations, and retirement plans. The firm provides discretionary investment management and financial planning, constructing customized long-term portfolios using diversified mutual funds, ETFs, and individual securities guided by fundamental and technical analysis.

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 previously worked at Valmark Advisers, Inc., Valmark Financial Group, Purshe Kaplan Sterling Investments, Inc., and Rothgard Financial Partners. Hunter also has experience outside finance, having worked at Social Brew Cafe. Essential Planning, LLC provides financial planning and investment management services primarily to individuals and families, with approximately $524 million in assets under management as of December 2025. The firm employs a strategic asset allocation approach using a core-and-satellite structure that combines passive index and ETF exposures with selective active management, focusing on globally diversified portfolios.

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 financial advising. He is currently with F.L. Putnam Investment Management Co. and previously worked at CMH Wealth Management, LLC and Longfellow Investment Management Company. F.L. Putnam serves a diverse client base that includes individual and institutional investors, offering discretionary and non-discretionary investment management, financial planning, OCIO advisory, family office solutions, and consulting. The firm employs a strategic asset allocation framework using both internally managed and third-party strategies across multiple asset classes, with particular offerings such as Optimized Indexing and tax-aware fixed income strategies.

Daosith Lemay is a CFP® with 21 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Co. since 2019. Prior to joining F.L. Putnam, he worked for Financial Focus, Inc. for 11 years. F.L. Putnam serves a diverse client base including individuals, institutions, foundations, and religious organizations, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework with both internally managed strategies and third-party managers, notable for its management of the AOG Institutional Fund and ownership of Darwin Trust Company of New Hampshire, LLC.

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 with Dakota Wealth since 2017, including time at the firm before its rebranding from Oakmont Partners, LLC, as well as previous roles at LPL Financial and Genery Wealth Management. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises, providing wealth management, investment management, financial planning, and retirement plan advisory services. The firm builds customized, primarily long-term portfolios using a range of investment vehicles and maintains an active role in managing private funds and sub-advising a registered ETF.

Andrew Litzerman is a CFA® charterholder with 15 years of industry experience. He currently works at F L Putnam Investment Management Co. and previously spent 11 years at Seascape Capital Management, LLC. F L Putnam serves individual and institutional clients with customized investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework combined with internally managed and third-party strategies across multiple asset classes.

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 over 33 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to joining The AmeriFlex Group, he worked at Cambridge Investment Research, Inc., Northeast Planning Associates, Inc., and LPL Financial. He serves as chairperson for the Wentworth Douglass Annual Charity Motorcycle Ride, a community charitable event. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized advice through model asset allocations and various wrap programs.

Jared Chase Jr. is a financial advisor at Maridea Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Motley Fool Wealth Management and Fidelity Brokerage Services. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach focused on diversified, low-cost mutual funds and ETFs, alongside individual securities and alternatives, managing portfolios on a discretionary basis with ongoing monitoring and tailored planning.

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 has worked at F.L. Putnam Investment Management Co. since 2026 and previously spent 21 years at Seascape Capital Management, LLC. F.L. Putnam serves individual and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm offers customized portfolios using internally managed and third-party strategies across multiple asset classes within a strategic asset allocation framework.

Michael Hanlon is a CFA® charterholder with nine years of industry experience. He currently serves as an advisor at F.L. Putnam Investment Management Company and previously worked at Howell Valuation, the University of New Hampshire, and R.M. Davis, Inc. F.L. Putnam provides investment management, financial planning, OCIO advisory, and consulting services to a diverse client base including individual investors, institutions, foundations, and endowments. The firm employs a strategic asset allocation framework across equities, fixed income, and alternatives, offering internally managed strategies alongside third-party managers and utilizing AI tools for limited research support.