Karen Mccloskey is a CFP® professional with 21 years of industry experience, currently serving at CMH Wealth Management, LLC since 2009. She holds Series 63 and Series 65 licenses and manages a family investment account as president of a small family C-Corp. Additionally, she acts as co-trustee for a client trust alongside the client’s spouse. CMH Wealth Management provides discretionary investment and comprehensive wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and business entities. The firm employs a documented investment policy process guided by a regular Investment Committee and uses both qualitative and quantitative analysis to tailor portfolios.

Gabriel Osorio is a financial advisor at Wellesley Asset Management, Inc. with four years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and Foreside Fund Services, LLC. 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.

Rachael Bator is a CFP® professional with nine years of industry experience, currently serving at CMH Wealth Management, LLC. She previously worked at Market Street Trust Company and Lake Street Advisors. Outside of her advisory role, she volunteers at the New Hampshire Society for the Prevention of Cruelty to Animals, assisting with dog walking and kennel maintenance. CMH Wealth Management provides discretionary investment and comprehensive wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and businesses. The firm employs both qualitative and quantitative analysis through its Investment Committee to create tailored portfolios aligned with clients’ documented objectives.

Neil Bleicken is a financial advisor at David Wendell Associates, Inc. with 11 years of industry experience. He holds a Series 65 designation and previously worked at Harvest Capital Management Inc. from 2015 to 2016. Outside of his advisory role, he serves as the treasurer of The New Burgh Club, a small social club in Newburyport, Massachusetts. 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 using fundamental analysis and a proprietary statistical screening process, managing customized portfolios with regular reviews and written client communications.

Gerald Russo is a financial advisor at Wellesley Asset Management, Inc. in Portsmouth, NH, with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wellesley Asset Management since 2015. Russo also serves as Executive Director overseeing institutional sales at Wellesley Asset Management. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, institutional clients, and investment companies. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts, affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

Joseph Neff is a CFP® with seven years of industry experience, currently serving at Measured Wealth Private Client Group, LLC. His prior roles include positions at MAI Capital Management, The Wealth Consulting Group, and Crescent Wealth Partners. Outside of financial advising, he works as a group and private martial arts instructor at Renzo Gracie New Hampshire and serves as Financial Director/Treasurer for Seacoast Community Church. Measured Wealth Private Client Group serves individuals, families, charitable organizations, pension plans, and businesses with asset management and planning services. The firm employs a detailed investment approach incorporating quantitative, cyclical, fundamental, and qualitative analyses, along with formal ESG screening, and offers both discretionary and non-discretionary portfolio management.

George Zaharopoulos is a CFP® with 21 years of experience in the financial industry. He is currently with Measured Wealth Private Client Group, LLC and has previously worked at Wells Fargo Clearing and Massachusetts Mutual Life Insurance Company. He is also a licensed insurance agent. Measured Wealth Private Client Group serves individuals, families, charitable organizations, pension plans, and businesses with asset management and planning services. The firm utilizes a range of investment strategies including quantitative, cyclical, fundamental, and qualitative analysis, and offers detailed ESG screening and risk disclosures as part of its portfolio management.

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.

Forrest Chicoine is a CFP® with three years of industry experience, currently serving at Affinity Investment Group, LLC. His prior roles include positions at Fiduciary Wealth Partners, SVB Wealth LLC, and Bank of NY Mellon. Affinity Investment Group provides investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset-allocation core-and-satellite approach using primarily no-load or load-waived mutual funds and passive ETFs, with accounts managed on either a discretionary or non-discretionary basis.

Erik Randall is a financial advisor at Summit Wealth Group LLC in Exeter, NH, holding a Series 66 designation with 11 years of industry experience. He has been with Summit Wealth Group since 2016. Summit Wealth Group provides personalized Financial Life Planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm integrates portfolio management with ongoing financial planning, tax preparation, and consulting services, employing client-specific investment policies and occasionally using tactical strategies and artificial intelligence tools.

David Mcnamee is a CFP® with 26 years of industry experience and is a member of Measured Wealth Private Client Group, LLC. He previously 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 treasurer for a local community church. Measured Wealth Private Client Group serves individuals, families, charitable organizations, pension plans, and businesses with asset management and planning services. The firm uses a combination of quantitative, cyclical, fundamental, and qualitative analysis to tailor portfolios, and incorporates an ESG screening model alongside detailed disclosures of investment risks and potential conflicts of interest.

Edward Miller is a CFA® charterholder with 10 years of industry experience. He has been with Measured Wealth Private Client Group, LLC since 2021 and previously worked at The Colony Group, Aurora Financial Advisors, The Legacy Foundation, and Private Advisor Group. Measured Wealth Private Client Group serves individuals, families, charitable organizations, pension plans, and businesses by providing asset management and planning services. The firm emphasizes continuous account supervision through a variety of investment approaches and maintains detailed disclosures on alternative strategies, risks, and governance.

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.

Andrew Schwarz is a financial advisor with Summit Wealth Group LLC in Exeter, NH, holding a Series 66 designation and 11 years of industry experience. He has been with Summit Wealth Group since 2016, working as part of a seven-advisor team. Summit Wealth Group LLC offers personalized Financial Life Planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm provides portfolio management and ongoing financial planning, as well as tax preparation and planning on a subscription basis and fixed-fee consulting, employing customized investment strategies and tactical tools tailored to client goals and risk tolerance.

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.