Olivia Lima is a CFP® professional with three years of industry experience, currently serving at Abundo Wealth in Sioux Falls, SD. Her background includes roles at The Vanguard Group, Randstad, and Lutheran Social Services of SD, as well as a long tenure at Augustana University. Olivia holds a minority interest ownership in NeuralStudio SEZC, an investment-related business based in the Cayman Islands. Abundo Wealth offers comprehensive financial planning and non-discretionary investment advisory services to individual clients without an asset minimum. The firm emphasizes passive, low-cost index fund strategies and provides advice through a client portal, operating multiple offices and structuring fees on a subscription basis rather than as a percentage of assets.

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.

Stephen Murray is a CFA® charterholder with 17 years of industry experience, currently serving at Eldridge Investment Advisors Inc. in Manchester, NH, where he has worked since 2016. He holds the Series 63 license and is part of an eight-advisor team. Eldridge Investment Advisors provides personalized investment advisory and financial planning services to a diverse client base, including individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a range of investment methods tailored to client objectives and risk tolerances, and it offers both discretionary and non-discretionary account management.

Timothy Spampinato is a financial advisor at Arcadia Wealth Management, LLC with a Series 66 credential and one year of industry experience. His prior roles include positions at Equitable Advisors, LLC and various non-financial companies. He also works as a paraplanner at Arcadia Financial Group, preparing cases for retirement planning. Arcadia Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management, third-party adviser selection, pension consulting, and integrated financial planning without a separate planning fee. The firm employs discretionary management strategies including asset allocation, diversification, and tax-aware investing, and offers educational seminars and coordination with third-party managed account programs.

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, 65, and 66 licenses. Prior to joining RCM, he worked at H&R Block, Inc. and has been associated with Stonewall Capital Management L.L.C. since 2018. Outside of finance, he owns an antique dealing business and is involved with the NH Tomahawks Lacrosse Club. RCM Wealth Advisors provides investment portfolio management and financial planning to individuals, pension and profit-sharing plans, and corporate clients. The firm employs an investment process driven by fundamental and cyclical analysis, offering diversified and specialized strategies across discretionary and non-discretionary accounts.

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.

Eric Putney is a financial advisor with LPL Financial in Manchester, NH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Eldridge Investment Advisors, Stephen Eldridge & Company, and LPL Financial since 2002. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory financial products.

Stephen Eldridge is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 53 years of industry experience. He has been associated with LPL Financial and Eldridge Investment Advisors, Inc. since 1992 and has operated Stephen Eldridge & Co. since 1977. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Sean Riley is a financial advisor with LPL Financial in Manchester, NH, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Eldridge Investment Advisors and Stephen Eldridge & Co. since 2007, where he is involved in pension administration through a third-party administrator role. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by in-house research and a large network of investment adviser representatives.

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.

Susan Eldridge is a financial advisor with Eldridge Investment Advisors Inc. in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at LPL Financial, LLC and Stephen Eldridge & Co. since the early 1990s. Outside of her advisory roles, she is involved in an insurance agency affiliated with Stephen Eldridge & Co. Eldridge Investment Advisors, Inc. serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations, managing approximately $791 million in discretionary assets. The firm customizes portfolios based on clients’ goals, time horizons, and risk tolerances using multiple analysis methods, and offers retirement plan services including fiduciary 3(38) management and plan monitoring.

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.

Robert Piton is a CFA® charterholder with 22 years of industry experience. He has worked at Total Clarity Wealth Management, Inc. since 2019 and was previously with Rothschild Investment Corp from 2013 to 2017. Outside of his advisory role, he is the managing member of Resonance Pi, LLC, a software design and development venture. Total Clarity Wealth Management is a multi-advisor firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, and 401(k) advisory services, employing a range of investment strategies including model portfolios, third-party managed accounts, and a more active "PreActive" strategy for sophisticated investors.

Thomas Lewry IV is a financial advisor at Curbstone Financial Management Corp. in Manchester, NH, with 53 years of industry experience. He has been with Curbstone since 1983. Lewry holds a Series 63 designation. Curbstone Financial Management Corp. provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients such as endowments, charitable organizations, and pension plans. The firm manages portfolios using an Enhanced Relative Return strategy focused on disciplined asset allocation and conducts regular reviews of holdings and asset allocation.

Natalie Marin is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Northstar Financial Planning, LLC since 2022 and previously at Paladin Advisors LLC and Sun Life Financial. Prior to her advisory roles, she was employed at Northeastern University for several years. Northstar Financial Planning advises individual clients, including high-net-worth households, and provides consulting services to employer-sponsored retirement plans. The firm utilizes a strategic asset-allocation approach combining passive ETFs and active managers, offering discretionary management and integrating third-party technology to support automated portfolio features.

Trever Robbins is a CFP® and Series 66-registered financial advisor with Arcadia Wealth Management, LLC in Manchester, NH. He has two years of industry experience and has previously worked at Avantax Investment Services Inc. and TSS Wealth Management LLC. Outside of his advisory career, Robbins has experience in the restaurant and hospitality industries. Arcadia Wealth Management is a team-based firm providing portfolio management, third-party adviser selection, pension consulting, and financial planning to individuals, high-net-worth clients, and pension plans. The firm uses documented Investment Policy Statements and combines fundamental, technical, and quantitative analysis in its investment approach while offering educational seminars and maintaining affiliations with accounting and insurance affiliates.