John Slattery is a financial advisor with Arca Wealth, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Granite Bay Wealth Management, Key Investment Services LLC, KeyBank NA, and Camden National Bank. Outside of financial services, he previously managed a business called Slattery's Village Trading Post. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process to develop customized asset allocations across Conservative, Moderate, Strategic Growth, and Aggressive approaches using a variety of investment tools including mutual funds, ETFs, equities, fixed income, REITs, ETNs, cryptocurrency exposure, and options strategies.

Reid Smith is a CFA® charterholder with 19 years of industry experience. He is currently affiliated with David Wendell Associates, Inc. and has worked at R.M. Davis, Inc. for the past 10 years. In addition to his advisory role, he serves as a director of Borden Mining Co., a business involved in leasing land and collecting mining royalties. David Wendell Associates provides fee-only investment supervisory and advisory services to individuals, high-net-worth families, institutions, and other advisors. The firm focuses on fundamental, company-by-company equity and bond analysis and manages over $1.33 billion in assets across five portfolio managers.

John Fredette is a CFA® charterholder and financial advisor at CMH Wealth Management, LLC in Portsmouth, NH, with eight years of industry experience. He has worked at CMH Wealth Management since 2017 and previously was employed at Piscataqua Savings Bank from 2013 to 2017. CMH Wealth Management provides discretionary investment and comprehensive wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a documented Investment Policy Statement and an Investment Committee that uses both qualitative and quantitative analysis to construct tailored portfolios.

Steven Nassoura is a CFP® and holds a Series 65 license with 26 years of industry experience. He was previously a principal at Creegan & Nassoura Financial Group, LLC for 26 years before joining CMH Wealth Management, LLC, where he currently serves as an advisor. 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 disciplined investment process involving an Investment Committee and both qualitative and quantitative analysis to tailor portfolios, and manages approximately $813 million for over 300 clients.

Leslie Modica is a CFP® and holds a Series 65 license with three years of industry experience. She is currently an advisor at Saltbox Financial LLC, where she has worked since 2021. Outside of financial advising, Leslie is involved in the restaurant industry as a server at Festina Lente in Kittery, ME. Saltbox Financial LLC provides financial planning, investment advisory, and portfolio management services to individuals, couples, families, and select charitable organizations. The firm focuses on customized portfolios and integrates socially responsible and impact-oriented investment strategies.

Eileen Monahan is a financial advisor with Nvest Financial, LLC, holding Series 63 and Series 66 credentials and over 44 years of industry experience. She previously worked at Commonwealth Equity Services, Inc. for 39 years before joining Nvest Financial. Monahan serves on the boards of two nonprofits that support artists and musicians. 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, financial planning, and retirement-plan advisory services, using diversified portfolios that incorporate fundamental and technical analyses.

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 financial advisory services. He has been with Measured Wealth Private Client Group, LLC since 2011 and previously worked at IFS Securities and H. Beck, Inc. Levy serves on the board of the Wentworth Douglass Hospital Foundation and authored a book on financial and holistic planning through his financial literacy initiative. Measured Wealth Private Client Group, LLC provides asset management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, and business entities. The firm uses a multi-advisor team approach with tailored portfolios, ongoing supervision, and employs a range of investment strategies including individual securities, ETFs, and alternative models such as ESG investing.

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 designations and possessing 34 years of industry experience. He has been with Measured Wealth since 2014 and also has a longstanding affiliation with H. Beck, Inc. since 2009. Benway is a member of LRI Financial Group, LLC, where he serves as a financial partner. Measured Wealth Private Client Group serves individuals, families, charitable organizations, pension plans, and businesses with asset management and planning services. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and facilitates estate-planning documents through third-party technology, employing quantitative, cyclical, fundamental, and qualitative analysis along with ESG screening and risk disclosures.

Victoria Gibbs is a financial advisor at Measured Wealth Private Client Group, LLC with seven years of industry experience. She holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Measured Wealth in 2025, she worked at Power 10 Advisory Partners and Atlantic Benefit Group, both affiliated with Northwestern Mutual. She is also a licensed independent insurance agent. Measured Wealth Private Client Group serves individuals, families, charitable organizations, pension plans, and businesses with asset management and planning services. The firm integrates various analytical methods and offers ESG screening, using data from MSCI, Morningstar Sustainalytics, and others, while providing discretionary and non-discretionary portfolio management alongside financial and pension planning.

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.

Lucas Gagne is a Series 65-licensed advisor with Affinity Investment Group, LLC, where he has worked for three years. His prior experience includes roles at Channel Building Company, Inc., and the University of Vermont. He is also an independent insurance agent, dedicating a portion of his time to this activity outside of his advisory work. Affinity Investment Group serves individuals, trusts, estates, charitable organizations, and business entities by providing investment management and financial planning. The firm employs a strategic asset-allocation, core-and-satellite approach using no-load or load-waived mutual funds and passive ETFs as the core, supplemented with actively managed funds.

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.