Kyle Labelle is a CFP® with five years of industry experience, currently serving as a financial advisor at Milestone Financial Planning, LLC. His prior work includes roles at Freeman Company and Benchmark Senior Living. Milestone Financial Planning provides financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, nonprofits, and small businesses. The firm manages approximately $590 million in assets across five offices with a team of 12 advisors, focusing on disciplined asset allocation, tax efficiency, and low-cost, broadly diversified mutual funds and ETFs.

Gregory Gagne is a financial advisor with Affinity Investment Group, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Affinity since 1998. Outside of his advisory role, he works as an independent insurance 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 financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $515 million in client assets using a core-and-satellite asset allocation strategy focused on mutual funds and ETFs, with portfolio supervision tailored to client objectives and tax considerations.

Ryan Callaghan is a CFP®, CFA®, and Series 65 credentialed financial advisor with 13 years of industry experience. He has been with The Harbor Group, Inc. since 2012, contributing to the firm’s team of nine advisors in Bedford, NH. The Harbor Group provides personalized financial planning and investment supervisory services to a broad client base including individuals, high-net-worth clients, and various institutional entities. The firm employs a strategic, long-term asset allocation approach utilizing no-load mutual funds and ETFs, supported by a weekly Investment Committee and integrated tax planning and preparation services.

Justin Eldridge is a financial advisor at Eldridge Investment Advisors Inc. in Manchester, NH, with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Stephen Eldridge & Company. Eldridge Investment Advisors provides personalized investment advisory and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a range of investment strategies aligned with client objectives and risk tolerances and offers both discretionary and non-discretionary account management.

Michael Doyle is a CFP® with 23 years of industry experience, currently serving as an advisor at The Harbor Group, Inc. since 2022. He previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors from 2000 to 2022. The Harbor Group, Inc. provides personalized financial planning and investment supervisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic, long-term asset allocation using no-load mutual funds and ETFs, with integrated tax planning and preparation services offered through a designated representative.

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.

Logan Pettus is a financial advisor at Sweeney Financial Advisors with one year of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at LPL Financial, Arcadia Financial Group, and Southern New Hampshire University. Sweeney Financial Advisors provides financial planning and discretionary investment management to individuals, families, trusts, endowments, qualified retirement-plan sponsors, and business entities. The firm manages roughly $403 million across about 247 client relationships, employing tax-aware portfolio strategies that include low-cost institutional funds, individual fixed-income securities, and private alternative investments.

Craig Garner is a financial advisor with Eldridge Investment Advisors Inc. in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Eldridge Investment Advisors and LPL Financial since 2010 and has been involved with Stephen Eldridge & Company, Inc. since 1990. Outside of his advisory role, he performs and arranges music for a brass quintet and has written training material for the American Retirement Association. Eldridge Investment Advisors, Inc. provides discretionary and non-discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm customizes portfolios based on clients’ goals, time horizons, and risk tolerances, employing various analysis methods and offering retirement plan services including ERISA 3(38) fiduciary arrangements.

Adam Bergeron is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at The Harbor Group, Inc. since 2022 and previously held roles at Cornerstone Financial Planning, LLC, Panorama Wealth Strategies, and several other firms. The Harbor Group, Inc. provides personalized financial planning and investment supervisory services to individuals, high-net-worth clients, and various entities. The firm focuses on strategic, long-term asset allocation using no-load mutual funds and ETFs, with regular portfolio reviews and supplemental services such as tax planning and preparation.

Sean Clarke is a financial advisor with BCAS, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Baldwin & Clarke Advisory Services since 2011 and previously spent 20 years at 1 St Bccw Capital Corp. Baldwin & Clarke Advisory Services provides fee-based wealth management and financial planning to individuals, families, businesses, charitable organizations, and qualified retirement plans. The firm uses an institutional, open-architecture “management of managers” approach, combining asset-allocation modeling with a variety of investment vehicles, and offers specialized services including business exit planning and a proprietary digital platform called WealthDirect.

Sara Gawick is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at Illumination Wealth Management since 2022, following prior roles at Ameriprise Financial Services and Wells Fargo Advisors Financial Network. Illumination Wealth Management serves individuals, trusts, corporations, and retirement plans with comprehensive financial planning and investment management. The firm uses client-specific investment policy statements and strategic asset allocation models, emphasizing long-term allocation and ongoing portfolio monitoring.

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.

Luke Trotochaud is an Associate Wealth Manager at Brophy Wealth Management, LLC in Bedford, NH, holding a CFP® designation with 11 years of industry experience. He has worked at Brophy Wealth Management since 2018 and has prior experience at APW Capital, Bank of America, Merrill, and Fidelity Brokerage Services. Brophy Wealth Management provides fiduciary financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses strategic and tactical asset allocation and third-party independent managers to tailor portfolios based on clients’ risk tolerances and time horizons.

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.

Peter Lee is a CFP® professional with three years of industry experience, currently serving as an advisor at The Harbor Group, Inc. He previously worked at Bigelow & Company for eight years. The Harbor Group provides personalized financial planning and investment supervisory services to a diverse client base, including individuals, high-net-worth clients, and various entities. The firm focuses on strategic, long-term asset allocation using no-load mutual funds and ETFs, supported by a team of nine advisors and integrated tax planning and preparation services.

Christopher Barnes is a CFP® professional with five years of industry experience, currently serving as an advisor at The Harbor Group, Inc. in Bedford, NH. He has been with The Harbor Group since 2017, and prior to that, he worked with Wyzant Tutoring from 2015 to 2017. The Harbor Group provides personalized financial planning and investment supervisory services to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on strategic, long-term asset allocation using no-load mutual funds and ETFs, complemented by in-house tax planning and preparation services.

James Brophy is a Certified Financial Planner® with 10 years of industry experience. He is a co-founder of Brophy Wealth Management, LLC and has worked at Comprehensive Asset Management & Servicing, Inc. since 2015. Brophy serves as treasurer for the Reverand Gelinas Scholarship Fund in Manchester, NH. Brophy Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, wealth analyses, and investment management. The firm manages over $512 million in discretionary assets using a combination of fundamental and technical analysis, third-party manager research, and strategic and tactical asset allocation.

William Salazar is a CFP® with six years of experience in the financial industry. He is currently an advisor at Arcadia Wealth Management, LLC, where he has worked since 2026. Prior to joining Arcadia, he held roles at Commonwealth Financial Network, Lincoln Investment, Ameriprise, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. Outside of his advisory work, Salazar is the author of *The Smoke Shop's Backyard BBQ: Eat, Drink, and Party Like a Pitmaster*. Arcadia Wealth Management, LLC is a team of nine advisors serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm emphasizes documented Investment Policy Statements and employs a combination of fundamental, technical, and quantitative analysis across multiple investment strategies while offering ongoing portfolio management and financial planning services.

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.