Michael Guarini is a CFP® with 10 years of industry experience, currently serving at Brophy Wealth Management, LLC. His prior experience includes roles at APW Capital, Inc. and Santander Securities, LLC. He is a board member of Families in Transition, a nonprofit organization in Manchester, New Hampshire. Brophy Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering comprehensive financial planning and investment management. The firm combines fundamental and technical analysis with third-party manager research to create globally diversified portfolios, managing over $512 million in discretionary assets with a small advisory team.

Jacob Alden is a financial advisor at Aurelius Family Office, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at McLean Asset Management Corporation, Twin Focus Capital Partners, Rockland Trust, and Cellinfo, LLC. Outside of finance, he operated Wolfeboro Jet Ski Rentals for nine years. Aurelius Family Office provides wealth management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a disciplined investment process utilizing modern portfolio theory, factor-based and quantitative analysis across various asset types, and offers both discretionary and non-discretionary plan 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.

Noah Kabbara is a Series 65-credentialed financial advisor with 10 years of industry experience, currently with BCAS. He has worked at Baldwin & Clarke Advisory Services, LLC since 2013. Outside of his advisory role, he operates a driving range business. Baldwin & Clarke Advisory Services (BCAS) provides fee-based wealth management and financial planning to individuals, families, businesses, charitable organizations, and qualified retirement plans. The firm uses an institutional, open-architecture approach with a mix of asset managers and investment products, emphasizing business-owner services, legacy-focused estate planning, and a digital WealthDirect platform.

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.

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.

Laura Robitaille is a financial advisor with Baldwin & Clarke Advisory Services, LLC (BCAS) in Bedford, NH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Baldwin & Clarke Advisory Services since 1992. Outside of finance, she works in retail customer service and order management. Baldwin & Clarke Advisory Services is a team-based firm providing 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 continuity and exit planning, legacy-focused estate planning, and a digital WealthDirect platform.

Charles Baldwin is a ChFC® credentialed financial advisor at BCAS with 34 years of industry experience. He has held positions at Guardian Life Insurance Company and 1st BCCW Capital Corp., and has been involved with several Baldwin & Clarke entities since 1971. Baldwin serves as a non-paid volunteer board member and finance and investment committee member of the Crotched Mountain Foundation, a charitable organization. Baldwin & Clarke Advisory Services (BCAS) offers fee-based wealth management and financial planning to individuals, families, businesses, and charitable organizations. The firm employs an institutional, open-architecture investment model that incorporates asset allocation and manager selection, serving clients with both discretionary and non-discretionary portfolio management, and emphasizes business-owner services and legacy-focused estate planning.

Dennis Butterfield is a financial advisor at LifeMark Securities Corp. with 49 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LifeMark in 2018, he worked at Foresters Equity Services, Inc. from 2010 to 2018 and has been an independent insurance agent since 1974. LifeMark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering various managed account programs and consulting services tailored through risk assessments.

Kevin Halloran is a financial advisor at Santander Securities LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2017, as well as at Citizens Securities, Inc. from 2015 to 2017. Santander Securities LLC serves a diverse client base including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and other financial services, delivering investment advice through a managed-account platform with third-party managers and an implementation manager handling portfolio rebalancing.

Barry Dick is a financial advisor with The Fiduciary Alliance, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining The Fiduciary Alliance in 2021, he worked for First Financial Advisors, LLC for 14 years. Outside of advisory services, he is co-owner of Dick Insurance Agency and owner of Merrimack Financial, both involved in life and property and casualty insurance sales. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm operates through multiple divisions and a network of investment advisor representatives, utilizing client-specific investment policy statements and a combination of fundamental, technical, cyclical, and charting analyses.