Karen Wendell is a Series 65 registered advisor with 26 years of industry experience. She has been with David Wendell Associates, Inc. since 1995. David Wendell Associates provides fee-only investment supervisory and advisory services to a diverse client base, including individuals, high-net-worth families, trusts, charitable organizations, businesses, banks, and other advisors. The firm focuses on fundamental equity and bond analysis, employing a company-by-company approach with written research reports, a proprietary statistical equity screen, and external fixed-income consulting.

Hunter Lord is a financial advisor at Essential Planning, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Valmark Advisers, Inc., Valmark Financial Group, Purshe Kaplan Sterling Investments, Inc., and Rothgard Financial Partners. Hunter also has experience outside finance, having worked at Social Brew Cafe. Essential Planning, LLC provides financial planning and investment management services primarily to individuals and families, with approximately $524 million in assets under management as of December 2025. The firm employs a strategic asset allocation approach using a core-and-satellite structure that combines passive index and ETF exposures with selective active management, focusing on globally diversified portfolios.

James Wiegel is a financial advisor with Wellesley Asset Management, Inc. He holds Series 63 and Series 65 credentials and has 21 years of industry experience. His prior roles include positions at Foreside Fund Services, LLC and Northern Lights Distributors, LLC. Outside of his advisory work, he serves as Vice President of Finance for the Massachusetts Air and Space Museum and holds finance or leadership roles in several nonprofit organizations including the Military Historical Society of Massachusetts and the Ancient & Honorable Artillery Company of Massachusetts. 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 as well as affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

Peter Willcox Jr. is a CFP® professional with 15 years of industry experience, currently serving at Affinity Investment Group, LLC since 2009. He is also licensed as an insurance broker/agent, dedicating a portion of his time to this activity. Affinity Investment Group serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities with personalized financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $515 million in assets using a core-and-satellite asset allocation approach, emphasizing mutual funds and ETFs, with portfolio supervision tailored to client objectives and tax considerations.

Jason Irwin is a financial advisor at St. Germain Investment Management with two years of industry experience. He previously worked at Equitable Advisors, NYLIFE Securities LLC, and New York Life. Outside of his advisory role, he serves as an administrator and co-executor of a family trust. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, and charitable organizations. The firm employs a model-based asset allocation approach combining quantitative and qualitative analysis, offering customized investment strategies and integrating personalized financial planning.

Katherine Dyer is a financial advisor with Gateway Wealth Partners, LLC and holds Series 65 and Series 63 licenses. She has 11 years of industry experience and previously worked at LPL Financial LLC, GWN Securities, Inc., and A1 Freedom Financial. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans with financial planning, consulting, and wealth management services. The firm allocates assets among diversified mutual funds, ETFs, individual securities, and independent managers, offering both discretionary and non-discretionary portfolio management.

Thomas Burleigh is a CFP® professional with seven years of experience in the financial advisory industry. He currently works at F.L. Putnam Investment Management Co. and previously spent six years at CMH Wealth Management, LLC, and nine years at Longfellow Investment Management Company. F.L. Putnam serves a broad client base including individual investors, families, and various institutional clients. The firm offers customized, team-based investment management and financial planning, employing both internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

Molly Talty is a ChFC® affiliated with Mariner Independent, with experience in the financial services industry since 2019. She has worked at multiple firms, including Crescent Wealth Partners, Logarus Wealth Solutions, and Mariner Platform Solutions. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities through a network of investment adviser representatives. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments, utilizing both firm-built model portfolios and customized discretionary management.

Daosith Lemay is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2019 and previously spent 11 years at Financial Focus, Inc., and 4 years at Ameriprise. F.L. Putnam serves a diverse client base, including individuals, families, and institutions, offering customized, team-based investment management and financial planning across a variety of asset classes and strategies. The firm combines macroeconomic and security-level research with limited use of artificial intelligence tools, maintaining final investment decisions with qualified professionals.

Marilyn Rios is a financial advisor at Dakota Wealth, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Dakota Wealth since 2017, including time at the firm before its rebranding from Oakmont Partners, LLC, as well as previous roles at LPL Financial and Genery Wealth Management. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises, providing wealth management, investment management, financial planning, and retirement plan advisory services. The firm builds customized, primarily long-term portfolios using a range of investment vehicles and maintains an active role in managing private funds and sub-advising a registered ETF.

Andrew Litzerman is a CFA® charterholder with 15 years of experience in the financial industry. He is currently with F L Putnam Investment Management Co. and previously worked at Seascape Capital Management, LLC and Citigroup Global Markets. F L Putnam serves a diverse client base including individuals, families, institutions, and registered investment companies. The firm employs a team-based investment approach that customizes strategies across equities, fixed income, and alternative investments, incorporating both internally managed and third-party managers to meet client objectives.

Jeffrey Egizi is a CFA® charterholder with 10 years of experience in the investment advisory industry. He has worked at Clarfeld Financial Advisors, LLC, KPF Global Investment Strategies/Paladin Advisors, LLC, and Athena Capital Advisors LLC. He is currently with Citizens Private Wealth in Portsmouth, NH. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework and provides services including tax and estate structuring and business consulting for multigenerational family and closely held business matters.

Christian Beliveau is a financial advisor with LPL Financial in Dover, NH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2007 and is also affiliated with Northeast Planning Associates, Inc., where he has worked since 2003. In addition to his advisory roles, he is involved in selling fixed insurance products and group medical benefits. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and a large network of investment adviser representatives.

John Caggiano is a financial advisor at The AmeriFlex Group with over 33 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to joining The AmeriFlex Group, he worked at Cambridge Investment Research, Inc., Northeast Planning Associates, Inc., and LPL Financial. He serves as chairperson for the Wentworth Douglass Annual Charity Motorcycle Ride, a community charitable event. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized advice through model asset allocations and various wrap programs.

Amelia Gage is a financial advisor at Manning & Napier Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Sage Wealth Partners LLC, and Waddell & Reed. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients such as banking institutions, pension plans, and government entities, while also managing separately managed accounts and offering fiduciary and wealth management solutions. The firm’s investment process combines top-down macro analysis with bottom-up security selection and employs a team-based, strategy-specific approach.

Monica Mccarthy is a CFA® charterholder with 24 years of industry experience. She is currently with F L Putnam Investment Management Co. and previously worked at Seascape Capital Management, LLC for 21 years among other firms. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering team-based investment management tailored to clients’ objectives. The firm utilizes a combination of internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware rebalancing for taxable clients.

Thomas Sowinski Sr. is a financial advisor with ON Investment Management CO, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with The O.N. Equity Sales Company since 2000 and Ohio National Life Insurance since 1998, alongside operating his own business since 1995. Outside of his advisory roles, Sowinski serves as President of the Board of Directors for Phoenix Family Focus, a nonprofit organization. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including modular financial plans and access to third-party investment programs, managing both discretionary and non-discretionary client accounts.

Brent Kimball is a financial advisor at Gateway Wealth Partners, LLC with 40 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at firms including LPL Financial and GWN Securities Inc. He serves as a board member of Alex's Team Foundation, a nonprofit organization. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers, and manages approximately $1.25 billion in regulatory assets under management.

Michael Hanlon is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2025. His prior roles include work at Howell Valuation and the University of New Hampshire. F.L. Putnam Investment Management Company provides investment management and advisory services to a diverse client base, including individuals, families, and institutions. The firm employs a team-based, customized approach that integrates internally managed strategies and third-party managers across various asset classes, with options for sustainable investing and tax-aware portfolio management.

Christian Sullivan is a CFP® professional with 12 years of experience in the financial industry. He currently works at F L Putnam Investment Management Co. and previously held roles at Seascape Capital Management, LLC, TIAA-CREF, and Merrill. Outside of his advisory work, he is a manager and trustee of an LLC that owns personal real estate property managed by a homeowners association. F L Putnam serves a diverse range of clients including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm employs a research-driven process and integrates internally managed and third-party strategies across various asset classes, providing services such as discretionary management, family office solutions, and sub-advisory roles.