Richard Senatore is a financial advisor with RCM Wealth Advisors in Bedford, NH, holding Series 63, 65, and 66 credentials and nine years of industry experience. His prior roles include positions at H&R Block, Stonewall Capital Management, and UBS Financial Services. Outside of finance, he is an antique dealer and actively involved with the NH Tomahawks Lacrosse Club. RCM Wealth Advisors provides investment portfolio management and financial planning services to individuals, pension and profit-sharing plans, and corporate entities. The firm employs fundamental and cyclical analysis managed by an internal Investment Policy Committee and offers a range of strategies including managed asset portfolios and options-based income programs.

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.

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.

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 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.