Alex Nikulin is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2012. He began his career with Fidelity in 2007, progressing through various positions including client management, retirement solutions, and high net worth services. Prior to joining Fidelity, he worked as a commodities broker at James Mound Trading Group from 2006 to 2007. As a Certified Financial Planner, Alex focuses on developing comprehensive financial plans tailored to each client's unique financial situation. He maintains regular contact with clients throughout the year to monitor changes in their circumstances and provide updates on market conditions. Alex holds a California Insurance License. Outside of his professional work, Alex has interests in biking, fitness, hiking, photography, running, and snowboarding.

Alison Pyott is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Veris Wealth Partners, LLC since 2007. She holds Series 63 and Series 65 licenses and is based in Portsmouth, NH. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing discretionary and non-discretionary investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies, integrating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.

Heather Meeks is a CFP®-certified financial advisor with 18 years of industry experience, currently serving at Summit Wealth Group LLC since 2016. She holds a Series 66 license and has served as a Trustee of the Trust Funds for the Town of Cornish, NH since 2006. Additionally, she works as an independent insurance agent for various companies. 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 combines portfolio management with tax preparation and planning, employing written Investment Policy Statements and asset-allocation strategies tailored to clients’ goals and risk tolerance.

Brian Carolan is a CFA® charterholder with 20 years of experience in the financial industry. He is a wealth advisor at CMH Wealth Management, LLC, where he has worked since 2009. Outside of his advisory role, Carolan serves as treasurer for the Boy Scouts of America Daniel Webster Council Troop 158 and is a board member and treasurer of the Seacoast Mental Health Center. CMH Wealth Management provides discretionary investment and comprehensive wealth management services to individuals, high net worth clients, trusts, estates, and various organizations. The firm uses a disciplined investment process involving both qualitative and quantitative analysis to construct tailored portfolios and maintains an active Investment Committee to guide strategic decisions.

Collin Schrier is a financial advisor at Wellesley Asset Management, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms including Eaton Vance Management and Vestmark, Inc. Schrier currently serves as Director of Institutional Sales at Wellesley Asset Management. 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 oriented strategies, managing separately managed accounts, mutual funds, an exchange-traded fund, and private pooled vehicles.

Christina Traurig is a CFP® professional with 10 years of industry experience, currently serving at Cornerstone Financial Planning, LLC. She worked at Winebrenner Capital Management LLC for three years before returning to Cornerstone in 2017. Cornerstone Financial Planning provides financial planning, investment management, and consulting services to individuals, trusts, estates, and charitable organizations. The firm employs a portfolio approach primarily using mutual funds and ETFs, guided by written investment policies and model portfolios, and offers specialized services including divorce-focused financial planning.

Kian Pashapour Nikoo is a financial advisor at Nvest Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining Nvest Financial, he worked at Paul McCoy Financial Office Services and has professional experience at Bentley University and Workato. Nvest Financial is a team-based SEC-registered investment adviser managing approximately $688 million for a diverse client base, including individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on customized, generally long-term portfolios using diversified mutual funds, ETFs, and individual securities, employing a range of analytical approaches and maintaining ongoing portfolio monitoring and client reviews.

Timothy Reardon is a financial advisor at David Wendell Associates, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Welch & Forbes and Aureus Asset Management. 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 through fundamental analysis, proprietary screening, and customized portfolios, managing approximately $1.34 billion in assets across five advisors.

Karen Wendell is a Series 65-licensed financial advisor with 25 years of experience at David Wendell Associates, Inc., where she has worked since 1995. The firm is a fee-only independent investment adviser serving individuals, families, high-net-worth clients, trusts, retirement accounts, charitable organizations, businesses, and institutional clients. David Wendell Associates emphasizes long-term equity ownership and selective fixed-income investments, using fundamental analysis, proprietary statistical screening, and customized portfolios reviewed quarterly. The firm manages approximately $1.34 billion in assets across five advisors and maintains ongoing consulting relationships with institutional clients.

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 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 22 years of experience in the financial services industry. He has been with O.N. Investment Management Company since 2014 and also works with The O. N. Equity Sales Company and Ohio National Financial Services. In addition to his advisory role, he is licensed to sell life, health, disability, and long-term care insurance, as well as fixed and equity-indexed annuities. O.N. Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms including fee-based planning, third-party investment programs, and both discretionary and non-discretionary managed account options.

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.