Mackenzie Parsons is a CFP® with 13 years of industry experience, currently serving as an advisor at Cornerstone Financial Planning, LLC. Parsons has been with Cornerstone since 2014. Outside of advising, Parsons is the managing member and owner of West Mountain Margarita LLC, a short-term rental business in Maine. Cornerstone Financial Planning provides financial planning, investment management, and consulting services to individuals, trusts, estates, and charitable organizations. The firm employs a planning process that includes portfolio optimization and Monte Carlo analysis and offers both discretionary and non-discretionary management, with specialized services such as divorce-focused financial consulting.

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.

Sarah Brookes Governo is a financial advisor at Summit Wealth Group LLC in Exeter, NH, with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Summit Wealth Group since 2015. Summit Wealth Group LLC provides personalized Financial Life Planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm integrates portfolio management with ongoing financial planning and offers tax preparation and tax-planning services on a subscription basis.

Edward Benway is a financial advisor with Measured Wealth Private Client Group, LLC, holding Series 63 and Series 66 credentials and has 34 years of industry experience. He has been with Measured Wealth Private Client Group since 2014 and is also affiliated with H. Beck, Inc. Outside of his advisory role, he is a member of LRI Financial Group, LLC. Measured Wealth Private Client Group, LLC serves individuals, high net worth clients, families, charitable organizations, pension plans, and businesses, providing portfolio management, financial planning, pension consulting, and estate-planning facilitation. The firm employs a multi-adviser team approach and emphasizes continuous account supervision with customized portfolios incorporating stocks, bonds, ETFs, mutual funds, and cash management alongside quantitative, cyclical, fundamental, and qualitative analysis.

Victoria Gibbs is a CFP® and ChFC® with seven years of industry experience. She is currently with Measured Wealth Private Client Group, LLC and previously worked with 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 a diverse client base including individuals, high net worth clients, families, charitable organizations, pension plans, and businesses. The firm utilizes a multi-adviser team approach and offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and estate-planning facilitation.

I was hanging on every word… It was a beautiful spring day in Palo Alto in 1996. My Modern Portfolio Theory professor – Nobel laureate Bill Sharpe – was explaining the “illusion of stock picking skill” and the idea that stock pickers as a group lose big to the stock market as a whole. I remember closing my eyes and taking it all in. Was it possible that a several hundred billion dollar industry was just harming investors? That the whole thing was built on an illusion? Even a lie? I was just entranced. (It turns out I caught a brief glimpse of my true calling that day, but it would be another 17 years before I actually took concrete steps to become a financial advisor.) But then the class ended, and I went back to the business of graduating from Stanford Business School. I headed back to consulting for a couple years, and then co-founded a dot com. But in 2003, I ended up in awkward position. An awkward position that ultimately lead me to my true calling. I had accepted the position of Publisher & Chief Marketing Officer at The Motley Fool, the personal finance website. I loved the people, and rocked the job. But something was wrong. You see, one of my responsibilities was to convince millions of investors that we had superior stock picking skills. There was just one problem with this – I didn’t believe it. Beliefs are a funny thing. I came to believe back in 1996 that stock picking skills are an illusion, and that belief had just stuck. And I couldn’t unstick it. I eventually left The Fool with mixed feelings. I was proud of our commercial success, and my role in that. But I also felt like I had betrayed my beliefs. It wasn’t a good feeling. I tried jobs in other industries, but something kept pulling me back to investing and personal finance. And then it finally hit me. I knew what I was meant to do, and I set out to form my financial advisory firm, Clark Asset Management, LLC. Now I get to help people directly, and do it in a way that’s 100% consistent with my beliefs. I get to leverage a career’s worth of skills in financial planning and analysis, problem solving and client communication. And I get to do my part to help transform an often shady industry into a helping profession. It’s awesome. …if you’d like to learn more, I encourage you to download one of my complimentary guides or schedule a complimentary phone consultation.

Erik Potts is a CFP® with 23 years of industry experience, currently serving as an advisor at Summit Wealth Group LLC since 2021. His prior work includes roles at Purshe Kaplan Sterling Investments and Panorama Wealth Strategies, among others. Outside of financial advising, he is involved in managing an auto dealership and aviation-related businesses. Summit Wealth Group LLC provides financial life planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm combines portfolio management with ongoing financial and tax planning, employing client-specific investment strategies and third-party managers, and integrates in-house tax preparation alongside investment advice.

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 credentialed advisor at Measured Wealth Private Client Group, LLC with seven years of industry experience. His prior roles include positions at MAI Capital Management, The Wealth Consulting Group, and NewEdge Advisors among others. Outside of his advisory work, Neff serves as a group and private martial arts instructor at Renzo Gracie New Hampshire and holds a volunteer financial director and treasurer role at Seacoast Community Church. Measured Wealth Private Client Group advises individuals, high net worth clients, families, charitable organizations, pension plans, and businesses, managing over $500 million in discretionary assets. The firm employs a multi-adviser team approach, using a range of investment strategies including ESG integration, option-writing, and margin within tailored portfolios.

George Zaharopoulos is a CFP® and holds a Series 66 license with 21 years of experience in the financial services industry. He has worked at Measured Wealth Private Client Group, LLC since 2024 and previously held positions at Wells Fargo Clearing Services and Massachusetts Mutual Life Insurance Company. He is also a licensed insurance agent. Measured Wealth Private Client Group, LLC serves individuals, high net worth clients, families, charitable organizations, pension plans, and businesses, offering discretionary and non-discretionary portfolio management, financial planning, pension consulting, and estate-planning services. The firm manages approximately $528 million in discretionary assets and employs a team-based approach, utilizing a variety of investment strategies including option-writing, margin, and ESG screening.