Christopher Carter is a CFP® with five years of industry experience, currently serving as a financial planner at Arcadia Wealth Management, LLC in Manchester, NH. His prior roles include positions at BNY Wealth and TD Private Client Wealth LLC. He is also involved with Arcadia Financial Group, LLC, where he prepares retirement planning cases and offers insurance products. Arcadia Wealth Management, LLC is a team of nine advisors serving individuals, high-net-worth clients, and pension plans with portfolio management, third-party adviser selection, pension consulting, and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis and emphasizes documented client goals through Investment Policy Statements.

Hannah Shaw is a financial advisor at Arcadia Wealth Management, LLC in Manchester, NH, holding Series 63, 65, and 66 licenses with three years of industry experience. Prior to joining Arcadia, she worked at Fidelity Investments for four years and has experience in health and fitness businesses. Arcadia Wealth Management is a team of nine advisors managing approximately $436 million in discretionary assets as of December 2025. The firm provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, and retirement plans, employing a range of investment strategies supported by documented client goals and risk tolerances.

Alan Beaulieu is a Series 65-registered financial advisor with Bellwether Wealth, where he has worked since 2019. He has 14 years of industry experience including prior roles at Kestra Financial Services. Outside of his advisory work, Beaulieu serves as President and Economist at the Institute for Trend Research, a role he has held since 1990. Bellwether Wealth provides investment management and a range of planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $782.8 million in discretionary assets and employs a combined active and passive total-portfolio approach, incorporating proprietary models and artificial intelligence tools to tailor portfolios to clients’ specific goals and risk tolerances.

Charles Mathews is a CFA® charterholder with one year of experience at Curbstone Financial Management Corp. He previously worked at NBT Wealth Management for three years and Bank of New Hampshire Wealth Management for seven years. Curbstone Financial Management Corp. 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, combining fundamental and technical analysis across securities, mutual funds, and ETFs.

Taylor Maliska is a financial advisor at Arcadia Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in various roles across multiple industries including construction and delivery services. Outside of his advisory work, Maliska is a youth baseball umpire. Arcadia Wealth Management, LLC is a team of nine advisors serving individuals, high-net-worth clients, and pension plans with portfolio management, third-party adviser selection, pension consulting, and financial planning. The firm employs a range of investment strategies guided by written Investment Policy Statements and conducts regular account reviews.

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.

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.

Robert Cordeau is a financial advisor at McLean Asset Management Corp. in Milford, NH, with 21 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 65 licenses. Prior to his current role, he worked at Aurelius Family Office, LLC for one year. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to individuals—including high-net-worth clients—retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tax-efficient, globally diversified portfolios grounded in Modern Portfolio Theory and offers ESG screening options along with specialized portfolio management strategies.

Frank Stama is a financial advisor with Brookwood Investment Group in Amherst, NH, holding a Series 66 designation and over 20 years of industry experience. Prior to joining Brookwood in 2025, he held roles at Redwood Private Wealth, Coppell Advisory Solutions (Fusion Capital Management), and several other firms. He is also the owner of MKT Consulting, a business management consulting practice. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans with portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a variety of investment strategies and maintains a network of affiliated businesses and platform relationships.

Dennis Butterfield is a financial advisor at LifeMark Securities Corp. with 49 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LifeMark in 2018, he worked at Foresters Equity Services, Inc. from 2010 to 2018 and has been an independent insurance agent since 1974. LifeMark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering various managed account programs and consulting services tailored through risk assessments.

Wendell Stewart III is a financial advisor with Compass Financial Management LLC in Windham, NH, holding a Series 63 license and over 34 years of industry experience. He previously worked at Executive Financial Services, Inc. for 37 years. Stewart is also engaged in limited insurance sales as a sole proprietor, focusing on financial planning-related insurance products. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million across a team of 37 advisors and employs a range of investment strategies, including both internally managed model portfolios and third-party managers.

Joseph Remson is a financial advisor with Simplicity Wealth in Nashua, NH, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Foundations Investment Advisors and Equity Services Inc., among others. Remson is also involved in insurance sales through Granite Rock Wealth Management, where he is an owner. Simplicity Wealth serves a wide range of clients including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, alongside technology and operational platforms designed to support other advisers.