Mark Cross Powers is a financial advisor at Little House Capital, LLC with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including Merrill, People's United Bank, and Infinex Investments. Little House Capital, LLC is an SEC-registered advisory firm managing approximately $675 million for about 200 clients, offering discretionary and non-discretionary portfolio management along with wealth management, financial planning, and trustee services to individuals, trusts, institutions, and retirement plans. The firm employs a personalized, long-term investment approach combining fundamental and technical analysis, and conducts ongoing oversight with formal annual reviews.

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.

Richard Senatore is a financial advisor at RCM Wealth Advisors with nine years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at H&R Block, Stonewall Capital Management, and UBS Financial Services. Outside of advising, he is an antique dealer and has been involved with the NH Tomahawks Lacrosse Club for over two decades. RCM Wealth Advisors offers investment portfolio management and financial planning to individuals, pension and profit-sharing plans, and corporate clients. The firm employs fundamental and cyclical analysis within a range of strategies overseen by an internal Investment Policy Committee.

Stephen Brophy is a CFP®, ChFC®, and PFS™ credentialed advisor with 39 years of industry experience. He is a principal at Brophy Wealth Management, LLC, where he has worked since 2013, and also works with APW Capital, Inc. Brophy serves as a board member overseeing finances for Saint Marie’s Parish and as treasurer for Saint Marie’s Endowment Fund, both nonprofit roles with no compensation. Brophy Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, wealth analyses, and investment management. The firm combines fundamental and technical analysis with third-party manager research to construct globally diversified portfolios, typically managed on a discretionary basis with ongoing monitoring and regular reviews.

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.

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 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.

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.

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.