Laura Robitaille is a financial advisor with BCAS who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She has worked at Baldwin & Clarke Advisory Services, LLC since 1992. Outside of financial advising, she is involved in retail customer service and order management at Home Depot. Baldwin & Clarke Advisory Services provides 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-owner exit planning and legacy-focused estate planning.

Carolyn Pomfret is a CFA® charterholder with 30 years of industry experience. She has been with Curbstone Financial Management Corp. since 2008. Outside of her financial advisory role, she is a partner at Liza Chadwick Designs, a knitting design and manufacturing business. Curbstone Financial Management provides discretionary investment management to individuals, including high-net-worth clients, and various institutional clients. The firm employs a single Enhanced Relative Return strategy focused on disciplined asset allocation and regular portfolio reviews.

Robert Main Jr. is a financial advisor with Curbstone Financial Management Corp. in Manchester, NH, holding 54 years of industry experience. He has been with Curbstone since 1989. Outside of his advisory role, he serves as a general partner in a private limited partnership focused on supporting women angel investors and investing in women-led, locally based businesses. Curbstone Financial Management provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients such as endowments, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a single Enhanced Relative Return strategy emphasizing disciplined asset allocation implemented through an in-house investment process and conducts regular reviews of holdings and asset allocation.

Kevin Toohey Jr. is a CFP® professional with 10 years of industry experience, currently serving as a financial planner at Arcadia Wealth Management, LLC in Manchester, NH. He has held multiple roles at Fidelity Investments from 2013 to 2023 before joining Arcadia. In addition to his work with Arcadia, he engages in financial planning through a life insurance producer business. Arcadia Wealth Management, LLC is a team of nine advisors managing approximately $436 million in discretionary assets and serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and quantitative analysis across diversified strategies, offers quarterly account reviews, and provides publicly available educational seminars and workshops.

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.

Travis Broadhurst is a financial advisor at Sweeney Financial Advisors with six years of industry experience. He holds the Series 66 designation and has worked at several firms, including Lake Street Advisors Group, Essential Planning, and SCS Capital Management. Sweeney Financial Advisors serves individuals, families, trusts, endowments, retirement-plan sponsors, and business entities with financial planning and discretionary investment management. The firm employs a fee-only model, managing portfolios tailored to client goals using low-cost institutional funds, fixed-income securities, and private alternative investments.

Zachary Silk is a financial advisor with Northeast Planning Associates, Inc. in Bedford, NH. He holds a Series 66 designation and has six years of industry experience. Prior to joining Northeast Planning Associates and LPL Financial in 2018, he worked in various roles including at Vacation Innovations and Panera Bread. Outside of his advisory work, he is involved in music as a performer, private instructor, and composer, and operates an online music education business. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements with access to investment management, managing approximately $327.7 million in client assets and providing subscription-based wealth management software.

Joel Silloway is a financial advisor at Kinetic Investment Management, Inc. in Manchester, NH. He holds the Series 66 designation and has two years of industry experience. Prior to joining Kinetic, he worked at several firms including Terra Firma Financial Advisory, Arcadia Wealth Management, and Commonwealth Financial Network. Outside of his advising role, Joel performs as a musician and DJ at concerts and weddings. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach using various analytical methods and may allocate client portfolios to higher-risk, potentially illiquid investments when appropriate.

Edward Hiers is a financial advisor with Northeast Planning Associates, Inc. He holds a Series 63 designation and has 53 years of industry experience. He has worked at Northeast Planning Associates since 1984 and at LPL Financial since 2007. Outside of his advisory work, he serves as a pastor of a Christian church. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, focusing primarily on individuals and retirement plans rather than corporate clients.

Cody Kelley is a financial advisor at Kinetic Investment Management, Inc. with a ChFC® designation and over 16 years of industry experience, including prior roles at Terra Firma Financial Advisory and Tonopalo. Kinetic Investment Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and sub-advisory services. The firm uses a variety of analytical methods and a primarily long-term trading approach while occasionally allocating to higher-risk investments and supporting other RIAs through sub-advisory and administrative services.

Caitlin Harrison is a financial advisor with Northeast Planning Associates, Inc. in Bedford, NH, holding a Series 66 designation and 15 years of industry experience. She has worked with Northeast Planning Associates since 2016 and has been affiliated with LPL Financial, LLC since 2008. Outside of her advisory role, she is involved in managing short-term rental properties. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements, access to investment management, and subscription-based wealth management software, focusing on fiduciary standards and client-specific planning approaches.

Donald Burnham is a financial advisor with Northeast Planning Associates, Inc., holding Series 63 and Series 65 designations and bringing 49 years of industry experience. He has worked with Northeast Planning Associates since 2003 and spent ten years at LPL Financial from 2007 to 2017. Northeast Planning Associates, Inc. is an SEC-registered investment adviser that provides modular financial planning, discretionary investment management, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages approximately $414 million in discretionary assets and offers consultative, tailored financial planning alongside fiduciary discretionary portfolio management.

Jared Koelker is a financial advisor at Northeast Planning Associates, Inc. with 14 years of industry experience and holds the Series 66 designation. His prior experience includes positions at LPL Financial LLC, Sagepoint Financial, Inc., and Questar Asset Management, Inc. He maintains an ownership interest in a non-variable insurance agency, The Beacon Retirement Group. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, managing approximately $414 million in discretionary assets with a team of about 70 advisors.

James Ayers is a financial advisor with LPL Financial based in Bedford, NH. He holds a Series 66 designation and has 17 years of industry experience. He has worked at LPL Financial and Northeast Planning Associates since 2008. In addition to advisory services, he is involved in fixed insurance sales, including life, disability, long-term care, and fixed annuities. LPL Financial serves a broad range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various advisory and brokerage services supported by in-house research, model portfolios, and a range of investment and insurance products.

James Wallace is a financial advisor at Northeast Planning Associates, Inc. with 16 years of industry experience and holds Series 63 and 66 licenses. His prior experience includes roles at LPL Financial, Fidelity Investments, and J.P. Morgan Securities. He serves as a board member of Archaeo Church, a religious organization in Arizona. Northeast Planning Associates, Inc. is an SEC-registered investment adviser that provides modular financial planning, discretionary investment management, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages roughly $414 million in discretionary assets with a team of about 70 advisors and emphasizes tailored planning and fiduciary portfolio management.

David Robichaud is a financial advisor at Madison Avenue Securities, LLC with 29 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked at Ohio National Financial Services and The O.N. Equity Sales Company for 12 years each. Robichaud is also the owner of DGR Financial Group, LLC, where he is involved in the solicitation, sales, and service of insurance products. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a variety of account platforms and investment strategies delivered by its network of investment adviser representatives.

Paul Goyette is a financial advisor with Northeast Planning Associates, Inc. and holds Series 63 and Series 65 credentials. He has 30 years of industry experience, including over 19 years with LPL Financial and more than 23 years at Northeast Planning Associates. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular, consultative planning engagements with access to investment management, managing approximately $327.7 million in client assets.

Caleb Kirby is a CFP® with 24 years of industry experience, currently serving at Northeast Planning Associates, Inc. since 2019. His prior roles include positions at LPL Financial, Bfc Planning, Securities Management and Research, Inc., and American National Insurance. He is also the managing member and owner of American Family Financial Group, an insurance agency specializing in life insurance and annuities. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services primarily to individuals, high-net-worth individuals, trusts, estates, and retirement plans. The firm offers modular, consultative planning engagements with access to investment management and manages approximately $327.7 million in client assets.

Lionel Edmonson III is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with Consolidated Portfolio Review Corp and previously worked at Essex Private Wealth Management LLC, Huntwicke Securities, LLC, and Fidelity Investments. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans through discretionary and non-discretionary managed accounts, proprietary tactical ETF model portfolios, financial planning, and consulting. The firm’s advisors implement strategies using strategic asset allocation combined with fundamental and technical analysis and offer access to a network of affiliated financial entities and service providers.

James Farnham is a financial advisor with LPL Financial in Portsmouth, NH, holding a Series 66 designation and 17 years of industry experience. He has been associated with Northeast Planning Associates, Inc. and LPL Financial since 2016. Farnham operates under multiple DBAs affiliated with LPL Financial. 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 variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with a range of non-advisory financial products.