Steven Nassoura is a CFP® and holds a Series 65 license with 26 years of industry experience. He was previously a principal at Creegan & Nassoura Financial Group, LLC for 26 years before joining CMH Wealth Management, LLC, where he currently serves as an advisor. CMH Wealth Management provides discretionary investment and comprehensive wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and business entities. The firm employs a disciplined investment process involving an Investment Committee and both qualitative and quantitative analysis to tailor portfolios, and manages approximately $813 million for over 300 clients.

Leslie Modica is a CFP® and holds a Series 65 license with three years of industry experience. She is currently an advisor at Saltbox Financial LLC, where she has worked since 2021. Outside of financial advising, Leslie is involved in the restaurant industry as a server at Festina Lente in Kittery, ME. Saltbox Financial LLC provides financial planning, investment advisory, and portfolio management services to individuals, couples, families, and select charitable organizations. The firm focuses on customized portfolios and integrates socially responsible and impact-oriented investment strategies.

Eileen Monahan is a financial advisor with Nvest Financial, LLC, holding Series 63 and Series 66 credentials and over 44 years of industry experience. She previously worked at Commonwealth Equity Services, Inc. for 39 years before joining Nvest Financial. Monahan serves on the boards of two nonprofits that support artists and musicians. Nvest Financial is a team-based SEC-registered investment adviser managing approximately $688 million for individuals, trusts, businesses, and charitable organizations. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services, using diversified portfolios that incorporate fundamental and technical analyses.

Jay Levy is a CFP® with 21 years of experience in financial advisory services. He has been with Measured Wealth Private Client Group, LLC since 2011 and previously worked at IFS Securities and H. Beck, Inc. Levy serves on the board of the Wentworth Douglass Hospital Foundation and authored a book on financial and holistic planning through his financial literacy initiative. Measured Wealth Private Client Group, LLC provides asset management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, and business entities. The firm uses a multi-advisor team approach with tailored portfolios, ongoing supervision, and employs a range of investment strategies including individual securities, ETFs, and alternative models such as ESG investing.

William Mitchell is a financial advisor at David Wendell Associates, Inc. with 43 years of industry experience. He has been with the firm since 2011 and holds a Series 63 designation. Outside of his advisory role, he serves as co-trustee on an irrevocable trust held at U.S. Trust in Boston, a position he has held since 1994. 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 holdings, using fundamental analysis, proprietary statistical screening, and outside bond consultants to customize portfolios that are reviewed quarterly with written communications.

Karen O'Donoghue is a financial advisor at Beck Bode LLC with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network, LLC. In addition to her advisory role, she is an independent licensed insurance agent. Beck Bode provides discretionary investment management, financial planning, and pension consulting services to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies, with tailored asset allocation based on client goals and risk tolerance.

Edward Benway is a financial advisor with Measured Wealth Private Client Group, LLC in Portsmouth, NH, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He has been with Measured Wealth Private Client Group since 2014 and has also been affiliated with H. Beck, Inc. since 2009. Additionally, he is a member of LRI Financial Group, LLC. Measured Wealth Private Client Group provides advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other business entities. The firm employs a multi-advisor team approach, focusing on tailored portfolios with ongoing supervision and a range of investment strategies including stocks, bonds, ETFs, mutual funds, private securities, and specialized strategies such as option writing and ESG investing.

Victoria Gibbs is a financial advisor at Measured Wealth Private Client Group, LLC with six years of industry experience. She holds the CFP®, ChFC®, and Series 63 designations. Her prior work includes roles at Power 10 Advisory Partners and Atlantic Benefit Group, both affiliated with Northwestern Mutual. Gibbs is also a licensed independent insurance agent. Measured Wealth Private Client Group, LLC serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other business entities. The firm offers asset management, financial planning, and pension consulting with a focus on tailored portfolios, continuous supervision, and a range of investment strategies including stocks, bonds, ETFs, mutual funds, private securities, and ESG models.

Daphne Lafazan is a CFP® professional with 25 years of experience in the financial services industry. She is currently with Nvest Financial, LLC and Purshe Kaplan Sterling, holding registrations as an Investment Advisor Representative and Registered Representative, respectively. Prior to her current roles, she was involved with NYCBOS LLC, dba Seaside Liquors, for eight years. Nvest Financial is a team-based SEC-registered investment adviser managing approximately $688 million for individuals, trusts, businesses, and charitable organizations. The firm offers discretionary investment management and financial planning, constructing customized, generally long-term portfolios using diversified mutual funds, ETFs, and selected individual securities.

Michael Miller is a financial advisor at Wellesley Asset Management, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with Wellesley Investment Advisors since 2008. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, institutional clients, and investment companies. 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.

Justin Happ is a financial advisor with Nvest Financial, LLC in Kennebunk, ME, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked for the New Hampshire State Liquor Commission for seven years. Nvest Financial, LLC serves individuals, families, small businesses, and retirement plans by providing discretionary investment management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $523 million in client assets, employing a team approach and a range of investment strategies tailored to client objectives and risk tolerance.

Atencio Martin is a financial advisor at Integrity Financial Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining Integrity, he held positions at Zoominfo Technologies Inc. and several other organizations across different sectors. He has also worked for Southern Maine Community College for over a decade. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations with financial planning and risk-protection advice. The firm frequently uses its affiliated investment manager, Auour Investments, to provide ETF-based, model-driven asset allocation strategies tailored to client risk tolerance and planning goals.

Karen Mccloskey is a CFP® professional with 21 years of industry experience, currently serving at CMH Wealth Management, LLC since 2009. She holds Series 63 and Series 65 licenses and manages a family investment account as president of a small family C-Corp. Additionally, she acts as co-trustee for a client trust alongside the client’s spouse. CMH Wealth Management provides discretionary investment and comprehensive wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and business entities. The firm employs a documented investment policy process guided by a regular Investment Committee and uses both qualitative and quantitative analysis to tailor portfolios.

Gabriel Osorio is a financial advisor at Wellesley Asset Management, Inc. with four years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and Foreside Fund Services, LLC. 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, affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

Rachael Bator is a CFP® professional with nine years of industry experience, currently serving at CMH Wealth Management, LLC. She previously worked at Market Street Trust Company and Lake Street Advisors. Outside of her advisory role, she volunteers at the New Hampshire Society for the Prevention of Cruelty to Animals, assisting with dog walking and kennel maintenance. CMH Wealth Management provides discretionary investment and comprehensive wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and businesses. The firm employs both qualitative and quantitative analysis through its Investment Committee to create tailored portfolios aligned with clients’ documented objectives.

Neil Bleicken is a financial advisor at David Wendell Associates, Inc. with 11 years of industry experience. He holds a Series 65 designation and previously worked at Harvest Capital Management Inc. from 2015 to 2016. Outside of his advisory role, he serves as the treasurer of The New Burgh Club, a small social club in Newburyport, Massachusetts. 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 using fundamental analysis and a proprietary statistical screening process, managing customized portfolios with regular reviews and written client communications.

Gerald Russo is a financial advisor at Wellesley Asset Management, Inc. in Portsmouth, NH, with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wellesley Asset Management since 2015. Russo also serves as Executive Director overseeing institutional sales at Wellesley Asset Management. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, institutional clients, and investment companies. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts, affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

Joseph Neff is a CFP® and Series 65-licensed advisor with six years of industry experience. He currently works at Measured Wealth Private Client Group, LLC and has previously held roles at firms including MAI Capital Management, The Wealth Consulting Group, and NewEdge Advisors. Outside of finance, he serves as a martial arts instructor at Renzo Gracie New Hampshire and acts as the financial director and treasurer for Seacoast Community Church in a non-investment capacity. Measured Wealth Private Client Group, LLC provides advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other business entities. The firm employs a multi-advisor team approach with tailored portfolios and ongoing supervision, utilizing a range of investment strategies including stocks, bonds, ETFs, mutual funds, private securities, and, for suitable clients, options and derivatives.

George Zaharopoulos is a CFP® with 21 years of industry experience, currently serving at Measured Wealth Private Client Group, LLC. He previously worked at Wells Fargo Clearing Services, LLC, Massachusetts Mutual Life Insurance Company, and MML Distributors LLC. He is also a licensed insurance agent. Measured Wealth Private Client Group, LLC serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other business entities. The firm provides asset management, financial planning, pension consulting, and estate-planning facilitation through a multi-advisor team that emphasizes tailored portfolios and ongoing account supervision.

Rebecca Bahlert is a financial advisor at Wellesley Asset Management, Inc. She holds a Series 65 credential and has been in the financial industry since 2022. Prior to joining Wellesley Asset Management in 2025, she worked at Cornerstone Financial Planning and Madison Resources. 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, affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.