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 the financial services industry. He has been with Measured Wealth Private Client Group, LLC since 2011 and previously worked at IFS Securities and IFS Advisory, LLC. Levy serves on the Board of Directors for Wentworth Douglass Hospital Foundation and is a past chair. He also manages Jay H. Levy WealthFocus Financial Planning, LLC, a firm focused on financial literacy and education, and authored a financial and holistic planning book in 2020. Measured Wealth Private Client Group, LLC advises high net worth individuals, families, charitable organizations, and pension plans, providing both discretionary and non-discretionary portfolio management alongside financial planning and estate-planning facilitation. The firm manages approximately $528 million in discretionary assets, employs a multi-adviser team approach, and applies a variety of analytical methods as well as ESG screening in portfolio management.

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.

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 Series 65-licensed advisor with 18 years of industry experience, currently with Wellesley Asset Management, Inc. He has worked at Wellesley Investment Advisors since 2008, following earlier roles at Convergent Wealth Advisors, LLC and Lydian Wealth Management Company, LLC. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients, specializing in convertible securities and absolute-return strategies. The firm also advises 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 Series 63 and Series 66 licenses and 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 oriented strategies, managing separately managed accounts, affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

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.

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.

James Buckham is a CFA® charterholder with 13 years of industry experience and holds a Series 63 license. He has worked at Wellesley Investment Advisors, Inc. since 2011. Wellesley Asset Management provides discretionary portfolio management for individuals, pension and retirement plans, institutional clients, investment companies, and insurance 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.

Peter Waitkun is a financial advisor at Arca Wealth, LLC with five years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Granite Bay Wealth Management, All Star Charts Research, and John Hancock Funds LLC, among others. Arca Wealth, LLC offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process to create customized asset allocations across conservative to aggressive strategies, utilizing mutual funds, ETFs, individual equities, fixed income, REITs, ETNs, cryptocurrency exposure, options strategies, and temporary margin when appropriate.

Oybek Tursky is a financial advisor at Essential Planning, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Essential Planning, he worked at Richard Brothers Financial Advisors and Richard Brothers Securities, and has experience at Charles Schwab & Co., Inc. Outside of finance, he was employed for five years at Wild Blue Yonder Brewing. Essential Planning, LLC provides financial planning and investment management services primarily to individual clients and families. The firm uses a strategic asset allocation approach with a core-and-satellite structure, combining passive index and ETF exposures with selective active management, and manages approximately $524 million in assets under management.

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 serving as an advisor at Nvest Financial, LLC. He has held roles at firms including Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Hughes is a board member of both Operation Love from Home and the York Rotary Club, where he assists as assistant treasurer. Nvest Financial is a team-based SEC-registered investment adviser managing approximately $688 million for a range of clients, including high-net-worth individuals and charitable organizations. The firm offers discretionary investment management and financial planning services, focusing on customized, generally long-term portfolios diversified across mutual funds, ETFs, and individual securities.

Connor Cossette is a financial advisor at Essential Planning, LLC in Portsmouth, NH, holding a Series 65 designation. He has approximately one year of experience in financial planning, previously working at Milestone Financial Planning, LLC. Prior to his advisory roles, his career included positions in various service and retail industries. Essential Planning, LLC provides financial planning and investment management services primarily to individual clients and families. The firm employs a strategic asset allocation investment approach, combining passively managed index and ETF funds with selective active management, and manages approximately $524 million in assets.