Scott Lavalley is a financial advisor with BCAS, holding the CFP® and ChFC® designations and bringing 32 years of industry experience. He has worked with Lincoln Financial Securities Corporation for 17 years and has been involved with Baldwin & Clarke Advisory Services since 1982. Lavalley also performs valuation services for closely held private businesses in connection with exit planning engagements. Baldwin & Clarke Advisory Services provides fee-based wealth management and financial planning to individuals, high-net-worth 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 emphasizing business-owner services, legacy estate planning, and a digital platform called WealthDirect.

Glenn Sweeney is a CFA® charterholder with 27 years of industry experience. He is a principal at Sweeney Financial Advisors in Manchester, NH, where he has worked since 1998. Prior to his current role, he was associated with Bedford 360 LLC. Sweeney Financial Advisors serves individuals and families, including high-net-worth clients, as well as trusts, endowments, retirement-plan sponsors, and business entities. The firm provides fee-only financial planning and discretionary investment management, focusing on tailored portfolios that incorporate tax considerations and a mix of low-cost funds, individual fixed-income securities, and private alternative investments.

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.

Lauren Squeglia is a financial advisor at McLean Asset Management Corporation with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at McLean Asset Management since 2020, following 12 years at Linsco Private Ledger. McLean Asset Management Corporation provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-advisor team approach, managing approximately $819.2 million in assets as of the end of 2024, and focuses on individualized portfolios based on Modern Portfolio Theory and broad asset-allocation principles.

David Snyder is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Sweeney Financial Advisors in Bedford, NH. His prior work includes roles at Citizens Securities Inc. and CITIZENS Bank. Sweeney Financial Advisors provides financial planning and discretionary investment management to individuals, families, trusts, endowments, retirement-plan sponsors, and business entities. The firm employs tax-aware, goal-based portfolios utilizing low-cost institutional funds, fixed-income securities, and private alternative investments, managing approximately $403 million across 247 client relationships.

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.

Kevin Whitmore is a financial advisor at Eldridge Investment Advisors Inc. with 48 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Eldridge Investment Advisors, Linsco/Private Ledger, and Stephen Eldridge and Co. since 2005. Eldridge Investment Advisors, Inc. provides discretionary and non-discretionary investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $791 million in discretionary assets with an eight-advisor team and customizes portfolios based on clients’ goals, time horizons, and risk tolerances using various analytical approaches.

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.

Melvin Severance III is a CFP® with 42 years of experience, serving as an advisor at Curbstone Financial Management Corporation since 1984. He holds a Series 63 license and is based in Manchester, NH. Severance is a general partner in a limited partnership that supports women angel investors and invests in women-led, locally based businesses. Curbstone Financial Management serves individuals, including high-net-worth clients, and institutional clients such as endowments and pension plans. The firm employs a discretionary Enhanced Relative Return strategy focused on disciplined asset allocation and combines fundamental and technical analysis in managing portfolios.

Christopher Dube is a financial advisor with Arcadia Wealth Management, LLC in Manchester, NH, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His work history includes multiple roles at Citizens Bank and its affiliates, as well as experience within Arcadia's affiliated entities. He is also a licensed insurance agent and occasionally offers clients insurance products through Arcadia Financial Group LLC. Arcadia Wealth Management, LLC serves individuals, high-net-worth clients, and pension and profit-sharing plans with portfolio management, adviser selection, pension consulting, and financial planning. The firm operates as a team of nine advisors managing approximately $436 million in discretionary assets and employs a range of investment strategies supported by written Investment Policy Statements and regular account reviews.

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 five years of industry experience, currently serving as a financial planner at Arcadia Wealth Management, LLC in Manchester, NH. His prior roles include positions at BNY Wealth and TD Private Client Wealth LLC. He is also involved with Arcadia Financial Group, LLC, where he prepares retirement planning cases and offers insurance products. 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 uses a combination of fundamental, technical, and quantitative analysis and emphasizes documented client goals through Investment Policy Statements.

Hannah Shaw is a financial advisor at Arcadia Wealth Management, LLC in Manchester, NH, holding Series 63, 65, and 66 licenses with three years of industry experience. Prior to joining Arcadia, she worked at Fidelity Investments for four years and has experience in health and fitness businesses. Arcadia Wealth Management is a team of nine advisors managing approximately $436 million in discretionary assets as of December 2025. The firm provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, and retirement plans, employing a range of investment strategies supported by documented client goals and risk tolerances.

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 BCAS who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She has worked at Baldwin & Clarke Advisory Services, LLC since 1992. Outside of financial advising, she is involved in retail customer service and order management at Home Depot. Baldwin & Clarke Advisory Services provides 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-owner exit planning and legacy-focused estate planning.