Brian Beaulieu is a financial advisor at Bellwether Wealth with 14 years of industry experience. He holds a Series 65 designation and has worked at Bellwether Wealth since 2019, following prior roles at Kestra Advisory Services and extensive leadership positions at the Institute for Trend Research since 1987, where he serves as CEO and economist. Bellwether Wealth provides investment management and planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $782.8 million in discretionary client assets and employs a discretionary, total-portfolio approach that combines active and passive strategies, supported by proprietary models and third-party artificial intelligence for stock ranking within the S&P 500 sectors.

Christopher Carter is a CFP® with four years of industry experience, currently serving as a financial planner at Arcadia Wealth Management, LLC in Manchester, NH. He previously worked at BNY Wealth and TD Private Client Wealth LLC. In addition to his advisory role, he prepares retirement planning cases through Arcadia Financial Group, LLC. Arcadia Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management, third-party adviser selection, pension consulting, and integrated financial planning without a separate planning fee. The firm uses diversified investment strategies, conducts quarterly reviews, and offers educational seminars and held-away account management.

Charles Mathews is a CFA® charterholder with one year of experience at Curbstone Financial Management Corp. He previously worked at NBT Wealth Management for three years and Bank of New Hampshire Wealth Management for seven years. Curbstone Financial Management Corp. provides discretionary investment management to individuals, including high-net-worth clients, and various institutional clients. The firm employs a single Enhanced Relative Return strategy focused on disciplined asset allocation, combining fundamental and technical analysis across securities, mutual funds, and ETFs.

Taylor Maliska is a financial advisor at Arcadia Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in various roles across multiple industries including construction and delivery services. Outside of his advisory work, Maliska is a youth baseball umpire. Arcadia Wealth Management, LLC is a team of nine advisors serving individuals, high-net-worth clients, and pension plans with portfolio management, third-party adviser selection, pension consulting, and financial planning. The firm employs a range of investment strategies guided by written Investment Policy Statements and conducts regular account reviews.

Christopher Macbean is a CFP® professional with 14 years of experience in financial advising. He has been with The Harbor Group, Inc. since 2014. The Harbor Group provides financial planning and investment management for individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm integrates strategic asset allocation with in-house tax planning and utilizes third-party tools to consolidate client holdings, managing approximately $2 billion in assets.

Cameron Murphy is a CFP® professional with 10 years of experience currently serving at The Harbor Group, Inc. He previously worked at Vestmark for five years and initially joined The Harbor Group in 2016. The Harbor Group provides financial planning and investment management to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines a team-based investment oversight process with integrated tax services and financial planning, managing approximately $2 billion in client assets.

Cameron Barker is a financial advisor at Milestone Financial Planning, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Service Credit Union and When Pigs Fly. Outside of advisory work, he volunteers approximately 10 hours per month assisting with tax return preparation as a CPA at Jennifer L. Climo CPA PC without compensation. Milestone Financial Planning serves individuals, high-net-worth clients, trusts, non-profits, and small businesses with comprehensive financial planning and discretionary investment management on a fee-only fiduciary basis. The firm emphasizes disciplined asset allocation, low-cost diversified funds, and tax-aware portfolio management while coordinating with clients’ other advisors.

Laura Robitaille is a financial advisor with Baldwin & Clarke Advisory Services, LLC (BCAS) in Bedford, NH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Baldwin & Clarke Advisory Services since 1992. Outside of finance, she works in retail customer service and order management. Baldwin & Clarke Advisory Services is a team-based firm providing fee-based wealth management and financial planning to individuals, families, businesses, charitable organizations, and qualified retirement plans. The firm employs an institutional, open-architecture “management of managers” model and offers specialized services including business continuity and exit planning, legacy-focused estate planning, and a digital WealthDirect platform.

Carolyn Pomfret is a CFA® charterholder with 30 years of industry experience. She has been with Curbstone Financial Management Corp. since 2008. Outside of her financial advisory role, she is a partner at Liza Chadwick Designs, a knitting design and manufacturing business. Curbstone Financial Management provides discretionary investment management to individuals, including high-net-worth clients, and various institutional clients. The firm employs a single Enhanced Relative Return strategy focused on disciplined asset allocation and regular portfolio reviews.

Robert Main Jr. is a financial advisor with Curbstone Financial Management Corp. in Manchester, NH, holding 54 years of industry experience. He has been with Curbstone since 1989. Outside of his advisory role, he serves as a general partner in a private limited partnership focused on supporting women angel investors and investing in women-led, locally based businesses. Curbstone Financial Management provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients such as endowments, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a single Enhanced Relative Return strategy emphasizing disciplined asset allocation implemented through an in-house investment process and conducts regular reviews of holdings and asset allocation.

Kevin Toohey Jr. is a CFP® professional with 10 years of industry experience, currently serving at Arcadia Wealth Management, LLC. He has a background with Fidelity Investments spanning multiple roles since 2013. In addition to his advisory work, he is involved in financial planning as a life insurance producer. Arcadia Wealth Management, LLC is a team of nine advisors managing approximately $436 million in discretionary assets. The firm provides portfolio management, selection of third-party advisers, pension consulting, and financial planning to individuals, high-net-worth clients, and pension plans, employing a range of analytical strategies and conducting regular account reviews.

Charles Baldwin is a ChFC® credentialed financial advisor at BCAS with 34 years of industry experience. He has held positions at Guardian Life Insurance Company and 1st BCCW Capital Corp., and has been involved with several Baldwin & Clarke entities since 1971. Baldwin serves as a non-paid volunteer board member and finance and investment committee member of the Crotched Mountain Foundation, a charitable organization. Baldwin & Clarke Advisory Services (BCAS) offers fee-based wealth management and financial planning to individuals, families, businesses, and charitable organizations. The firm employs an institutional, open-architecture investment model that incorporates asset allocation and manager selection, serving clients with both discretionary and non-discretionary portfolio management, and emphasizes business-owner services and legacy-focused estate planning.

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.

Wendell Stewart is a financial advisor with Compass Financial Management LLC, holding a Series 63 designation and bringing 34 years of industry experience. He has worked at Executive Financial Services, Inc. since 1988. Stewart also engages in limited insurance sales as a sole proprietor, conducting these activities alongside his financial planning services. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm employs a multi-disciplinary investment approach combining fundamental, technical, charting, and cyclical analysis, managing approximately $519 million in discretionary assets across a team of 27 advisors.

Zachary Silk is a financial advisor with Northeast Planning Associates, Inc. in Bedford, NH. He holds a Series 66 designation and has six years of industry experience. Prior to joining Northeast Planning Associates and LPL Financial in 2018, he worked in various roles including at Vacation Innovations and Panera Bread. Outside of his advisory work, he is involved in music as a performer, private instructor, and composer, and operates an online music education business. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements with access to investment management, managing approximately $327.7 million in client assets and providing subscription-based wealth management software.

Joel Silloway is a financial advisor at Kinetic Investment Management, Inc. in Manchester, NH. He holds the Series 66 designation and has two years of industry experience. Prior to joining Kinetic, he worked at several firms including Terra Firma Financial Advisory, Arcadia Wealth Management, and Commonwealth Financial Network. Outside of his advising role, Joel performs as a musician and DJ at concerts and weddings. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach using various analytical methods and may allocate client portfolios to higher-risk, potentially illiquid investments when appropriate.

Curtis Porter is a financial advisor at First Heartland Consultants, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Heartland Capital, Inc. since 2009. Outside of his advisory role, he operates Porter Tax Preparation Services, LLC, which provides tax preparation services. First Heartland Consultants offers investment advisory and financial planning services to individuals, businesses, and employer-sponsored retirement plan participants. The firm delivers personalized asset management through various programs and employs both strategic and tactical asset allocation techniques.

Edward Hiers is a financial advisor with LPL Financial based in Bedford, NH, holding a Series 63 designation and over 52 years of industry experience. He has been with LPL Financial since 2007 and has also operated Northeast Planning Associates, Inc. since 1984. Outside of his advisory work, he serves as a pastor of a Christian church. 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 wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Cody Kelley is a financial advisor at Kinetic Investment Management, Inc. with a ChFC® designation and over 16 years of industry experience, including prior roles at Terra Firma Financial Advisory and Tonopalo. Kinetic Investment Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and sub-advisory services. The firm uses a variety of analytical methods and a primarily long-term trading approach while occasionally allocating to higher-risk investments and supporting other RIAs through sub-advisory and administrative services.