Rachel Decarolis is a CFP® and Series 65-registered advisor with 11 years of industry experience. She has worked at Northstar Financial Planning, LLC since 2020 and previously at Northstar Financial Planning, Inc. and Perennial Advisors Group, LLC. Northstar Financial Planning advises individual clients, including high-net-worth households, and provides consulting services to employer-sponsored retirement plans. The firm employs a strategic asset-allocation approach combining passive ETFs with selected active managers and integrates technology such as Betterment Advisor Solutions to support automated portfolio management and reporting.

Robin Young is a CFP® professional with 22 years of experience in financial advising. He has been with Northstar Financial Planning since 2003, working first at Northstar Financial Planning, Inc. and then 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 employs a strategic asset-allocation, core-and-satellite approach that combines passive ETFs with selected active managers, and integrates third-party technology such as Betterment Advisor Solutions to support automated rebalancing and tax-loss harvesting.

Kyle Labelle is a CFP® professional with five years of industry experience. He is currently an advisor at Milestone Financial Planning, LLC, where he has worked since 2021. Prior to joining Milestone, he held positions at Freeman Company and Benchmark Senior Living. 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 assets and offers a disciplined investment approach focused on tax efficiency and low-cost, broadly diversified funds.

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.

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 with Beck Bode LLC in Dedham, MA, holding the CFP®, ChFC®, and Series 63 designations and bringing 25 years of industry experience. He has worked with Beck Bode Wealth Management since 2018 and Boston Retirement Advisors since 1996. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies, including dividend-paying equities in the utilities sector, to tailor investment decisions according to client goals and risk tolerance.

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.

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.

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 the CFP® designation along with Series 66 and Series 63 licenses. He has 11 years of industry experience, having worked at firms including FIDELITY Brokerage Services LLC, Merrill, Bank of America, and APW Capital prior to joining Brophy in 2018. 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 supported by fundamental and technical analysis, tailoring portfolios to clients’ risk tolerances and time horizons while conducting quarterly management reviews.

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.

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.

Bruce Romagnoli is a financial advisor with Insight Folios, holding the ChFC® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including prior roles at Beacon Capital Distributors Inc and Planmember Securities Corporation. Outside of his advisory work, he owns B&B Income Tax Services, LLC, a tax preparation business. Insight Folios provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients, while also offering ERISA plan consulting and serving as a sub-adviser to other registered investment adviser firms. The firm employs a team-based approach supported by proprietary planning software and incorporates fundamental, technical, and cyclical analysis with a long-term trading orientation.

Mark Cross Powers is a financial advisor with Little House Capital, LLC, holding Series 65 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Infinex Investments, Mill River Wealth Management, NHTrust Financial Advisors, and People's United Bank. Little House Capital, LLC is an SEC-registered advisory firm managing approximately $675.2 million for about 200 clients. The firm offers portfolio management, financial planning, and trustee services to individuals, institutions, and other entities, employing a personalized, long-term investment approach using fundamental and technical analysis.

Kathryn Wiggins is a financial advisor at Milestone Financial Planning, LLC with two years of industry experience. She holds a Series 65 designation and previously was a full-time college student. Outside of her advisory role, she volunteers as a tax preparer for a local CPA firm, assisting with individual and trust tax returns 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. The firm employs a disciplined, tax-aware investment approach using low-cost diversified funds and third-party managers, and coordinates closely with clients’ other professional advisors.