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.

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.

Kathryn Wiggins is a financial advisor at Milestone Financial Planning, LLC with three years of industry experience. She holds a Series 65 designation. Outside of her advisory role, she volunteers as an uncompensated tax preparer for individuals and trusts at Jennifer L. Climo CPA PC. Milestone Financial Planning serves individuals, high-net-worth clients, trusts, non-profit organizations, and small businesses through a team of 12 advisors across five offices. The firm employs a disciplined investment approach focused on tax efficiency, low-cost diversified funds, and discretionary portfolio management.

Steven Jacobsmeier is a CFP® and ChFC® with 24 years of industry experience. He is currently with Milestone Financial Planning, LLC, where he has worked since 2023. His prior roles include positions at Origin Financial, Crestwood Advisors Group, Heritage Financial Services, and Commonwealth Financial Network. 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 emphasizes disciplined asset allocation, tax efficiency, and low-cost, broadly diversified mutual funds and ETFs, managing approximately $590 million in client assets across five offices with a team of 12 advisors.

Mark Perkins is a financial advisor with Independence Financial Advisors, LLC in Franklin, NH, holding a Series 65 credential and seven years of industry experience. He is also President and Managing Member of Consolidated Life Producers, where he advises producers on fixed annuities and fixed life insurance products. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, offering portfolio management and financial planning services through defined model allocations and proactive asset management. The firm manages a large client base with a multi-office team and maintains a formal referral relationship with Franklin Savings Bank.

Jennifer Climo is a CFP® and Series 65-registered advisor with Milestone Financial Planning, LLC, bringing 23 years of industry experience. She is the sole owner and president of Jennifer L. Climo CPA PC, a tax preparation firm focused on individual and trust tax returns. Climo also serves as a finance elder at Bedford Presbyterian Church. Milestone Financial Planning provides comprehensive financial planning and discretionary investment management to individuals, trusts, non-profits, and small businesses. The firm operates as a fee-only fiduciary and utilizes disciplined, asset-allocation-driven portfolios with low-cost institutional funds and select managers.

Evan Marquis is a CFP® and Series 65-registered advisor at Milestone Financial Planning, LLC with three years of industry experience. Prior to joining Milestone, he worked at TD Bank and spent several years in various roles including at the University of Southern Maine and Dick’s Sporting Goods. He also volunteers approximately 10 hours per month as an uncompensated tax preparer for individual and trust returns at a local CPA firm. Milestone Financial Planning provides financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, nonprofit organizations, and small businesses. The firm manages about $590 million in assets and employs a disciplined investment approach focused on tax efficiency and broadly diversified, low-cost funds.

Jonathan Harrington is a CFP® with 10 years of experience and is currently a financial advisor at Milestone Financial Planning, LLC in Bedford, NH. He has served in the U.S. Army Reserve as a Civil Affairs Officer since 2016. Harrington also works as an independent tax preparer on a limited basis. 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 client assets through a team of 12 advisors across five offices, employing a disciplined asset allocation and tax-efficient approach focused on low-cost, broadly diversified mutual funds and ETFs.

Jacob Alden is a financial advisor at Aurelius Family Office, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at McLean Asset Management Corporation, Twin Focus Capital Partners, Rockland Trust, and Cellinfo, LLC. He also operated Wolfeboro Jet Ski Rentals for nine years. Aurelius Family Office provides wealth management and comprehensive financial planning to individuals, retirement plans, charitable organizations, and corporate clients. The firm customizes portfolios based on client objectives and risk tolerance, using a variety of investment techniques and third-party research while offering discretionary portfolio management and fiduciary services.

Jean Fullerton is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been with Milestone Financial Planning, LLC since 2016, currently serving as an advisor at the firm’s Bedford, NH office. Milestone Financial Planning, LLC serves individuals, high-net-worth clients, trusts, non-profit organizations, and small businesses with comprehensive financial planning and discretionary investment management on a fee-only fiduciary basis. The firm emphasizes disciplined asset allocation, tax-aware portfolio management, and uses low-cost, broadly diversified mutual funds and ETFs, often incorporating institutional share classes and third-party managers.

Natalie Marin is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Northstar Financial Planning, LLC since 2022 and was previously with Paladin Advisors LLC and Sun Life Financial. Her background also includes roles at Northeastern University. 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 active managers and integrates technology like Betterment Advisor Solutions to support automated portfolio management and reporting.

Joshua Massa is a CFP® professional with two years of industry experience. He has worked at The Harbor Group, Inc. since 2022 and previously held positions at TD Bank and the Transportation Security Administration. Massa also served in the United States Marine Corps from 2016 to 2022 and co-founded Party Vision, LLC. The Harbor Group, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines strategic asset allocation using primarily no-load mutual funds and ETFs with integrated tax planning and preparation services, reviewing accounts quarterly and overseeing investments through a weekly internal committee.

Daniel Koppel is a CFP® with 16 years of industry experience, currently advising at Milestone Financial Planning, LLC. His prior roles include positions at Noble Financial Group, MassMutual Life Insurance Company, Baystate Financial, and Metlife Securities Inc. Outside of financial advising, he works as a sailing instructor at Linekin Bay Resort and volunteers as an uncompensated tax preparer for individuals and trusts. Milestone Financial Planning serves individuals, high-net-worth clients, trusts, nonprofits, and small businesses with comprehensive financial planning and discretionary investment management on a fee-only fiduciary basis. The firm’s approach focuses on disciplined asset allocation, low-cost diversified funds, and tax-aware portfolio management, utilizing institutional share classes and third-party managers tailored to client objectives.

Timothy Riley is a CFP® and ChFC® with 31 years of experience in financial advising. He has been with The Harbor Group, Inc. since 1981. The Harbor Group, Inc. serves individuals, high-net-worth clients, and various institutional entities with comprehensive financial planning and investment supervisory services. The firm emphasizes long-term strategic asset allocation using no-load mutual funds and ETFs, supported by regular portfolio reviews and a weekly Investment Committee.

Cory Sarkisian is a financial advisor at Milestone Financial Planning, LLC with a Series 65 designation and one year of industry experience. Prior to joining Milestone, he served ten years in the U.S. Navy. 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 employs a disciplined investment approach focused on tax efficiency and broadly diversified mutual funds and ETFs.

Garrett Climo is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Milestone Financial Planning, LLC with two years of industry experience. Prior to his advisory role, he operated Climo Landscaping for one year. Milestone Financial Planning, LLC provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, non-profit organizations, and small businesses as a fee-only fiduciary. The firm emphasizes disciplined asset allocation, low-cost diversified funds, and tax-aware portfolio management, with ongoing portfolio monitoring and coordination with clients’ other professional advisors.

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.