Joseph Drinon is a financial advisor with Carlson Investments, holding Series 63 and Series 65 registrations and 21 years of industry experience. He has worked at UBS Financial Services since 1978. Carlson Investments is an employee-owned, fee-only advisory firm that manages approximately $735 million for individuals, retirement plans, trusts, and businesses. The firm employs a fundamental analysis approach across Equity, Balanced, and Fixed Income portfolios and provides discretionary investment management alongside financial planning services.

Richard Senatore is a financial advisor at RCM Wealth Advisors with nine years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining RCM, he worked at H&R Block, Inc. and has been associated with Stonewall Capital Management L.L.C. since 2018. Outside of finance, he owns an antique dealing business and is involved with the NH Tomahawks Lacrosse Club. RCM Wealth Advisors provides investment portfolio management and financial planning to individuals, pension and profit-sharing plans, and corporate clients. The firm employs an investment process driven by fundamental and cyclical analysis, offering diversified and specialized strategies across discretionary and non-discretionary accounts.

Sarah Burdette is a financial advisor at Whitegate Investment Counselors, Inc. with 20 years of industry experience. She holds Series 66 and Series 65 licenses and has worked at Taylor, Cottrill, Erickson & Associates since 2018 and Harvest Capital Management from 2014 to 2018. Whitegate Investment Counselors serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations by providing portfolio management and focused consulting engagements. The firm emphasizes tailored asset allocation and mutual fund/ETF analysis, managing approximately $545 million in client assets with a compact team of three advisors.

Stephen Brophy is a CFP®, ChFC®, and PFS™ credentialed advisor with 39 years of industry experience. He is a principal at Brophy Wealth Management, LLC, where he has worked since 2013, and also works with APW Capital, Inc. Brophy serves as a board member overseeing finances for Saint Marie’s Parish and as treasurer for Saint Marie’s Endowment Fund, both nonprofit roles with no compensation. 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 combines fundamental and technical analysis with third-party manager research to construct globally diversified portfolios, typically managed on a discretionary basis with ongoing monitoring and regular reviews.

Eric Putney is a financial advisor with LPL Financial in Manchester, NH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Eldridge Investment Advisors, Stephen Eldridge & Company, and LPL Financial since 2002. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory financial products.

Stephen Eldridge is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 53 years of industry experience. He has been associated with LPL Financial and Eldridge Investment Advisors, Inc. since 1992 and has operated Stephen Eldridge & Co. since 1977. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Sean Riley is a financial advisor with LPL Financial in Manchester, NH, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Eldridge Investment Advisors and Stephen Eldridge & Co. since 2007, where he is involved in pension administration through a third-party administrator role. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by in-house research and a large network of investment adviser representatives.

Evan Marquis is a CFP® and Series 65-registered advisor at Milestone Financial Planning, LLC with three years of industry experience. Prior to joining Milestone, he worked at TD Bank and spent several years in various roles including at the University of Southern Maine and Dick’s Sporting Goods. He also volunteers approximately 10 hours per month as an uncompensated tax preparer for individual and trust returns at a local CPA firm. Milestone Financial Planning provides financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, nonprofit organizations, and small businesses. The firm manages about $590 million in assets and employs a disciplined investment approach focused on tax efficiency and broadly diversified, low-cost funds.

Lucas Gagne is a Series 65-licensed advisor with Affinity Investment Group, LLC, where he has worked for three years. His prior experience includes roles at Channel Building Company, Inc., and the University of Vermont. He is also an independent insurance agent, dedicating a portion of his time to this activity outside of his advisory work. Affinity Investment Group serves individuals, trusts, estates, charitable organizations, and business entities by providing investment management and financial planning. The firm employs a strategic asset-allocation, core-and-satellite approach using no-load or load-waived mutual funds and passive ETFs as the core, supplemented with actively managed funds.

Jonathan Harrington is a CFP® with 10 years of experience and is currently a financial advisor at Milestone Financial Planning, LLC in Bedford, NH. He has served in the U.S. Army Reserve as a Civil Affairs Officer since 2016. Harrington also works as an independent tax preparer on a limited basis. Milestone Financial Planning provides financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, non-profit organizations, and small businesses. The firm manages approximately $590 million in client assets through a team of 12 advisors across five offices, employing a disciplined asset allocation and tax-efficient approach focused on low-cost, broadly diversified mutual funds and ETFs.

Susan Eldridge is a financial advisor with Eldridge Investment Advisors Inc. in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at LPL Financial, LLC and Stephen Eldridge & Co. since the early 1990s. Outside of her advisory roles, she is involved in an insurance agency affiliated with Stephen Eldridge & Co. Eldridge Investment Advisors, Inc. serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations, managing approximately $791 million in discretionary assets. The firm customizes portfolios based on clients’ goals, time horizons, and risk tolerances using multiple analysis methods, and offers retirement plan services including fiduciary 3(38) management and plan monitoring.

Michael Guarini is a CFP® with 10 years of industry experience, currently serving at Brophy Wealth Management, LLC. His prior experience includes roles at APW Capital, Inc. and Santander Securities, LLC. He is a board member of Families in Transition, a nonprofit organization in Manchester, New Hampshire. Brophy Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering comprehensive financial planning and investment management. The firm combines fundamental and technical analysis with third-party manager research to create globally diversified portfolios, managing over $512 million in discretionary assets with a small advisory team.

Jacob Alden is a financial advisor at Aurelius Family Office, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at McLean Asset Management Corporation, Twin Focus Capital Partners, Rockland Trust, and Cellinfo, LLC. Outside of finance, he operated Wolfeboro Jet Ski Rentals for nine years. Aurelius Family Office provides wealth management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a disciplined investment process utilizing modern portfolio theory, factor-based and quantitative analysis across various asset types, and offers both discretionary and non-discretionary plan services.

Jean Fullerton is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been with Milestone Financial Planning, LLC since 2016, currently serving as an advisor at the firm’s Bedford, NH office. Milestone Financial Planning, LLC serves individuals, high-net-worth clients, trusts, non-profit organizations, and small businesses with comprehensive financial planning and discretionary investment management on a fee-only fiduciary basis. The firm emphasizes disciplined asset allocation, tax-aware portfolio management, and uses low-cost, broadly diversified mutual funds and ETFs, often incorporating institutional share classes and third-party managers.

Thomas Lewry IV is a financial advisor at Curbstone Financial Management Corp. in Manchester, NH, with 53 years of industry experience. He has been with Curbstone since 1983. Lewry holds a Series 63 designation. Curbstone Financial Management Corp. provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients such as endowments, charitable organizations, and pension plans. The firm manages portfolios using an Enhanced Relative Return strategy focused on disciplined asset allocation and conducts regular reviews of holdings and asset allocation.

Trever Robbins is a CFP® and Series 66-registered financial advisor with Arcadia Wealth Management, LLC in Manchester, NH. He has two years of industry experience and has previously worked at Avantax Investment Services Inc. and TSS Wealth Management LLC. Outside of his advisory career, Robbins has experience in the restaurant and hospitality industries. Arcadia Wealth Management is a team-based firm providing portfolio management, third-party adviser selection, pension consulting, and financial planning to individuals, high-net-worth clients, and pension plans. The firm uses documented Investment Policy Statements and combines fundamental, technical, and quantitative analysis in its investment approach while offering educational seminars and maintaining affiliations with accounting and insurance affiliates.

Joshua Massa is a CFP® professional with two years of industry experience. He has worked at The Harbor Group, Inc. since 2022 and previously held positions at TD Bank and the Transportation Security Administration. Massa also served in the United States Marine Corps from 2016 to 2022 and co-founded Party Vision, LLC. The Harbor Group, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines strategic asset allocation using primarily no-load mutual funds and ETFs with integrated tax planning and preparation services, reviewing accounts quarterly and overseeing investments through a weekly internal committee.

Pamela Diamantis is a financial advisor with Curbstone Financial Management Corp. in Manchester, NH, holding a Series 65 designation and over 20 years of industry experience. She has worked at US Trust/State Street since 2000. Pamela serves as General Partner of the Impact NH Series Fund, LP, a limited partnership aimed at encouraging women to become angel investors and supporting businesses with women in leadership roles. She also serves on the Board of Directors of Primary Bank. Curbstone Financial Management Corp. provides discretionary investment management to individuals, including high-net-worth clients, and a variety of institutional clients. The firm focuses on portfolio construction and asset allocation within a single Enhanced Relative Return strategy, employing fundamental and technical analysis across securities, mutual funds, and ETFs.

Noah Kabbara is a Series 65-credentialed financial advisor with 10 years of industry experience, currently with BCAS. He has worked at Baldwin & Clarke Advisory Services, LLC since 2013. Outside of his advisory role, he operates a driving range business. Baldwin & Clarke Advisory Services (BCAS) 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 approach with a mix of asset managers and investment products, emphasizing business-owner services, legacy-focused estate planning, and a digital WealthDirect platform.

Scott Lavalley is a financial advisor with BCAS, holding the CFP® and ChFC® designations and bringing 32 years of industry experience. He has worked with Lincoln Financial Securities Corporation for 17 years and has been involved with Baldwin & Clarke Advisory Services since 1982. Lavalley also performs valuation services for closely held private businesses in connection with exit planning engagements. Baldwin & Clarke Advisory Services provides fee-based wealth management and financial planning to individuals, high-net-worth 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 emphasizing business-owner services, legacy estate planning, and a digital platform called WealthDirect.