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.

Rebecca Bahlert is a financial advisor at Wellesley Asset Management, Inc. She holds a Series 65 credential and has been in the financial industry since 2022. Prior to joining Wellesley Asset Management in 2025, she worked at Cornerstone Financial Planning and Madison Resources. 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.

David Mcnamee is a financial advisor at Measured Wealth Private Client Group, LLC with 27 years of industry experience. He holds the CFP® designation and a Series 65 license. Prior to joining Measured Wealth, he worked at CLM Capital Management for 18 years and has served as a director at Partners Bank since 1991. Outside of advising, he is an independent accountant and serves as treasurer for a local community church. Measured Wealth Private Client Group advises 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 utilizes a mix of investment strategies with attention to ESG factors.

Edward Miller is a CFA® charterholder with 10 years of industry experience. He is currently with Measured Wealth Private Client Group, LLC, where he has worked since 2021. Prior to this, he held positions at The Colony Group, Aurora Financial Advisors, The Legacy Foundation, and Private Advisor Group. Measured Wealth Private Client Group, LLC advises 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 manages approximately $528 million in discretionary assets for over 600 clients, utilizing a multi-adviser team and a tailored investment approach that includes individual securities, ETFs, mutual funds, and ESG screening.

James Buckham is a CFA® charterholder with 13 years of industry experience and holds a Series 63 license. He has worked at Wellesley Investment Advisors, Inc. since 2011. Wellesley Asset Management provides discretionary portfolio management for individuals, pension and retirement plans, institutional clients, investment companies, and insurance 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.

Peter Waitkun is a financial advisor at Arca Wealth, LLC with five years of industry experience. He holds the Series 63, 65, and 66 securities designations. His prior work history includes roles at Granite Bay Wealth Management, All Star Charts Research, Congruity/Procurri, John Hancock Funds LLC, and Fidelity Investments. Arca Wealth, LLC is a registered investment adviser serving individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm offers asset management, financial planning, and retirement plan consulting using a client-centered process that builds customized allocations across multiple investment approaches.

Derek Bonneau is a Series 65-licensed financial advisor at Cornerstone Financial Planning, LLC with one year of industry experience. Prior to joining Cornerstone, he worked for the Commonwealth of Massachusetts from 2014 to 2025. Cornerstone Financial Planning offers financial planning, investment management, and consulting services to individuals, trusts, estates, and charitable organizations. The firm employs mutual funds and ETFs, utilizes portfolio optimization and Monte Carlo analysis, and provides specialized services including divorce-focused consulting and third-party manager oversight.

David Smith is a CFP® professional with 21 years of industry experience. He has been with Robinson Smith Wealth Advisors, LLC since 2013, where he is part of a five-advisor team based in Portsmouth, NH. Robinson Smith Wealth Advisors is an independent, fee-only firm serving individuals, high-net-worth clients, and institutional entities. The firm offers investment management, financial planning, consulting, and advisor-selection services, managing approximately $445 million in assets with a broad implementation approach that includes model portfolios, Independent Managers, and ESG criteria for interested clients.

Sara Casale is a CFP® and holds a Series 66 license with eight years of industry experience. She currently works at Cornerstone Financial Planning, LLC and has prior experience at The Ayco Company LP, Atlas Private Wealth Management, and Rover.com. Cornerstone Financial Planning, LLC provides financial planning, investment management, and consulting services to individuals, trusts, estates, and charitable organizations. The firm employs portfolio optimization and Monte Carlo analysis, offers both discretionary and non-discretionary management, and provides specialized services including a divorce-focused engagement.

Dinon Hughes is a CFP® professional with four years of industry experience, currently affiliated with Nvest Financial, LLC and Purshe Kaplan Sterling Investments. He has worked at firms including Merrill Lynch and Commonwealth Financial Network. Hughes serves on the boards of Operation Love from Home and the York Rotary Club, where he also assists as assistant treasurer. Nvest Financial is a team-based SEC-registered investment adviser managing approximately $688 million for individuals, trusts, businesses, charitable organizations, and retirement plans. The firm provides discretionary investment management and financial planning, constructing customized long-term portfolios using diversified mutual funds, ETFs, and individual securities guided by fundamental and technical analysis.

Edward Parolisi is a financial advisor at Ironwood Wealth Management, LLC with 10 years of industry experience. He has been with Ironwood since 2015 and concurrently holds a role as Vice President of Global Partner Strategy and Development at Hitachi Data Systems. Parolisi is also the founder and president of Intelligent Partner Strategies LLC, an IT consulting and coaching firm. Ironwood Wealth Management serves individuals, pension plans, trusts, estates, and charities with discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes client-specific asset allocation, periodic rebalancing, and cost-conscious share-class selection, offering tiered service programs and coordination with clients’ other advisors.

Alex Nikulin is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2012. He began his career with Fidelity in 2007, progressing through various positions including client management, retirement solutions, and high net worth services. Prior to joining Fidelity, he worked as a commodities broker at James Mound Trading Group from 2006 to 2007. As a Certified Financial Planner, Alex focuses on developing comprehensive financial plans tailored to each client's unique financial situation. He maintains regular contact with clients throughout the year to monitor changes in their circumstances and provide updates on market conditions. Alex holds a California Insurance License. Outside of his professional work, Alex has interests in biking, fitness, hiking, photography, running, and snowboarding.

Alison Pyott is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Veris Wealth Partners, LLC since 2007. She holds Series 63 and Series 65 licenses and is based in Portsmouth, NH. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing discretionary and non-discretionary investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies, integrating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.

Brian Carolan is a CFA® charterholder with 20 years of experience in the financial industry. He is a wealth advisor at CMH Wealth Management, LLC, where he has worked since 2009. Outside of his advisory role, Carolan serves as treasurer for the Boy Scouts of America Daniel Webster Council Troop 158 and is a board member and treasurer of the Seacoast Mental Health Center. CMH Wealth Management provides discretionary investment and comprehensive wealth management services to individuals, high net worth clients, trusts, estates, and various organizations. The firm uses a disciplined investment process involving both qualitative and quantitative analysis to construct tailored portfolios and maintains an active Investment Committee to guide strategic decisions.

Collin Schrier is a financial advisor at Wellesley Asset Management, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms including Eaton Vance Management and Vestmark, Inc. Schrier currently serves as Director of Institutional Sales at Wellesley Asset Management. 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 oriented strategies, managing separately managed accounts, mutual funds, an exchange-traded fund, and private pooled vehicles.

Christina Traurig is a CFP® professional with 10 years of industry experience, currently serving at Cornerstone Financial Planning, LLC. She worked at Winebrenner Capital Management LLC for three years before returning to Cornerstone in 2017. Cornerstone Financial Planning provides financial planning, investment management, and consulting services to individuals, trusts, estates, and charitable organizations. The firm employs a portfolio approach primarily using mutual funds and ETFs, guided by written investment policies and model portfolios, and offers specialized services including divorce-focused financial planning.

Kian Pashapour Nikoo is a financial advisor at Nvest Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining Nvest Financial, he worked at Paul McCoy Financial Office Services and has professional experience at Bentley University and Workato. Nvest Financial is a team-based SEC-registered investment adviser managing approximately $688 million for a diverse client base, including individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on customized, generally long-term portfolios using diversified mutual funds, ETFs, and individual securities, employing a range of analytical approaches and maintaining ongoing portfolio monitoring and client reviews.

Timothy Reardon is a financial advisor at David Wendell Associates, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Welch & Forbes and Aureus Asset Management. 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 through fundamental analysis, proprietary screening, and customized portfolios, managing approximately $1.34 billion in assets across five advisors.

Karen Wendell is a Series 65 registered advisor with 26 years of industry experience. She has been with David Wendell Associates, Inc. since 1995. David Wendell Associates provides fee-only investment supervisory and advisory services to a diverse client base, including individuals, high-net-worth families, trusts, charitable organizations, businesses, banks, and other advisors. The firm focuses on fundamental equity and bond analysis, employing a company-by-company approach with written research reports, a proprietary statistical equity screen, and external fixed-income consulting.

Hunter Lord is a financial advisor at Essential Planning, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Valmark Advisers, Inc., Valmark Financial Group, Purshe Kaplan Sterling Investments, Inc., and Rothgard Financial Partners. Hunter also has experience outside finance, having worked at Social Brew Cafe. Essential Planning, LLC provides financial planning and investment management services primarily to individuals and families, with approximately $524 million in assets under management as of December 2025. The firm employs a strategic asset allocation approach using a core-and-satellite structure that combines passive index and ETF exposures with selective active management, focusing on globally diversified portfolios.