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.

Dylan Burling is a CFP® and holds a Series 66 license with two years of industry experience. He is currently affiliated with Northeast Planning Associates, Inc. and LPL Financial. Prior to his financial advisory roles, he worked at Virginia Tech and was involved with La Cabra Brewing and Martin's Dam Club. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements and access to investment management, managing approximately $327.7 million in client assets.

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 financial advising. He is currently with F.L. Putnam Investment Management Co. and previously worked at CMH Wealth Management, LLC and Longfellow Investment Management Company. F.L. Putnam serves a diverse client base that includes individual and institutional investors, offering discretionary and non-discretionary investment management, financial planning, OCIO advisory, family office solutions, and consulting. The firm employs a strategic asset allocation framework using both internally managed and third-party strategies across multiple asset classes, with particular offerings such as Optimized Indexing and tax-aware fixed income strategies.

Paul Elkind is a CFA® charterholder with 23 years of industry experience. He has worked at O.N. Investment Management Company and its affiliated entities since 2014 and has been associated with Ohio National Financial Services since 2013. In addition to his advisory role, he is engaged in insurance sales, including life, health, disability, and long-term care insurance, as well as fixed and equity-indexed annuities. O.N. Investment Management Company is a SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, charitable organizations, and businesses. The firm utilizes a dual-registration model and offers both discretionary and non-discretionary investment programs.

Zachary Golub is a financial advisor at Northeast Planning Associates, Inc. with six years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Northeast Planning Associates, he worked at Citigroup for seven years and has experience with LPL Financial LLC. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm provides 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.

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® with 21 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Co. since 2019. Prior to joining F.L. Putnam, he worked for Financial Focus, Inc. for 11 years. F.L. Putnam serves a diverse client base including individuals, institutions, foundations, and religious organizations, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework with both internally managed strategies and third-party managers, notable for its management of the AOG Institutional Fund and ownership of Darwin Trust Company of New Hampshire, LLC.

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 industry experience. He currently works at F L Putnam Investment Management Co. and previously spent 11 years at Seascape Capital Management, LLC. F L Putnam serves individual and institutional clients with customized investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework combined with internally managed and third-party strategies across multiple asset classes.

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.

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 has worked at F.L. Putnam Investment Management Co. since 2026 and previously spent 21 years at Seascape Capital Management, LLC. F.L. Putnam serves individual and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm offers customized portfolios using internally managed and third-party strategies across multiple asset classes within a strategic asset allocation framework.

Paul Accardi is a financial advisor with Northeast Planning Associates, Inc. He holds a Series 66 credential and has 24 years of industry experience. His career includes roles at LPL Financial and Carr, Staples & Accardi. Accardi serves as a board member of Haverhill Bank. 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 and manages approximately $327.7 million in client assets.

Justin Champlain is a CFP® professional with seven years of industry experience. He is currently with AlphaStar Capital Management and owns Champlain Financial Planning, where he also conducts insurance business as an independent agent, dedicating about 10% of his professional time to this activity. His prior experience includes roles at Arcadia Wealth Management, Arcadia Financial Group, and Brown Brothers Harriman. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs strategic and tactical investment approaches through model portfolios and advisor-directed models and supports ERISA-related plan services, operating with approximately 135 advisors and $2.5 billion in assets under management.