George Kimball is a CFA® charterholder with 13 years of industry experience. He has been with Needham Advisory Corporation since 2018 and previously worked at Harbor Point Capital Management, LLC from 2015 to 2018. Needham Advisory Corporation is a fee-only investment adviser serving individuals, trusts, retirement plans, endowments, corporations, and non-profits. The firm combines fundamental and technical analysis with proprietary relative-value models to construct risk-managed portfolios and offers both managed accounts and standalone planning or consultation services.

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.

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.

Kathleen Cefalu is a financial advisor at Downtown Wealth Studios, LLC with six years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Merrill from 2019 to 2023. Downtown Wealth Studios, LLC provides customized wealth management and financial planning services to individuals, families, trusts, estates, businesses, and endowments. The firm combines fundamental and technical analysis with a long-term investment approach, managing portfolios with individual equities, ETFs, mutual funds, and bonds, and typically includes financial planning as part of its engagements.

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 Certified Financial Planner® with 27 years of industry experience. She is a partner at Summit Wealth Group LLC and has held prior roles at Purshe Kaplan Sterling Investments, Cambridge Investment Research Advisors, and other firms. Outside of her advisory work, she serves on the boards of the Weston Playhouse Theatre Group and Upper Valley Hostel, contributing to community organizations focused on the arts and housing. Summit Wealth Group LLC provides personalized financial life planning and wealth management services to individuals, families, trusts, charitable organizations, and corporations. The firm integrates portfolio management with tax preparation and consulting, using written Investment Policy Statements and asset-allocation strategies tailored to client goals and risk tolerance.

Paul Pignone is a financial advisor at Beck Bode LLC in Salem, NH, with 26 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Beck Bode in 2018, he worked for Boston Retirement Advisors, Inc. from 1996 to 2018. Beck Bode serves individuals, families, and 401(k) pension and profit-sharing plans, providing portfolio management, financial planning, and pension consulting. The firm uses fundamental analysis to build strategies including Growth, Income Growth dividend-focused, and a short-term, high-leverage Options strategy.

Sarah Brookes Governo is a financial advisor at Summit Wealth Group LLC in Exeter, NH, with 12 years of industry experience. She holds the Series 65 and Series 66 licenses and has worked at Summit Wealth Group since 2015, following prior roles at Morgan Stanley & Co. LLC and Morgan Stanley DW Inc. from 2006 to 2008. Summit Wealth Group LLC provides personalized Financial Life Planning and wealth management services to a range of clients, including individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm integrates portfolio management with ongoing financial planning, tax preparation, and tax-planning services, employing written Investment Policy Statements, discretionary account management, and tactical tools such as margin and short sales for select clients.

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.

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.

Edward Parolisi is a financial advisor at Ironwood Wealth Management, LLC with 10 years of industry experience. He has been with Ironwood since 2015 and concurrently holds a role as Vice President of Global Partner Strategy and Development at Hitachi Data Systems. Parolisi is also the founder and president of Intelligent Partner Strategies LLC, an IT consulting and coaching firm. Ironwood Wealth Management serves individuals, pension plans, trusts, estates, and charities with discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes client-specific asset allocation, periodic rebalancing, and cost-conscious share-class selection, offering tiered service programs and coordination with clients’ other advisors.

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.

Dylan Burling is a CFP® and holds a Series 66 license with two years of industry experience. He is currently affiliated with Northeast Planning Associates, Inc. and LPL Financial. Prior to his financial advisory roles, he worked at Virginia Tech and was involved with La Cabra Brewing and Martin's Dam Club. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements and access to investment management, managing approximately $327.7 million in client assets.

Wendell Stewart III is a financial advisor with Compass Financial Management LLC in Windham, NH, holding a Series 63 license and over 34 years of industry experience. He previously worked at Executive Financial Services, Inc. for 37 years. Stewart is also engaged in limited insurance sales as a sole proprietor, focusing on financial planning-related insurance products. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million across a team of 37 advisors and employs a range of investment strategies, including both internally managed model portfolios and third-party managers.

Thomas Labrie is a financial advisor with Westminster Financial Advisory Corp in Andover, MA, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He previously worked at Lincoln Financial Advisors for six years before joining Westminster Financial Securities in 2018. Labrie is also licensed as an insurance agent offering accident/health, disability, long-term care, life settlements, and traditional life insurance products. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes diversified, multi-asset class portfolio management with a buy-and-hold strategy complemented by tactical adjustments and employs a range of investment instruments including mutual funds, ETFs, and options.

James Healy is a financial advisor at Gateway Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Main Street Financial Advisory LLC, Keurig Dr. Pepper, and Dunkin' Brands, Inc. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers, and manages approximately $1.25 billion in assets.