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. He currently serves as an advisor at F.L. Putnam Investment Management Company and previously worked at Howell Valuation, the University of New Hampshire, and R.M. Davis, Inc. F.L. Putnam provides investment management, financial planning, OCIO advisory, and consulting services to a diverse client base including individual investors, institutions, foundations, and endowments. The firm employs a strategic asset allocation framework across equities, fixed income, and alternatives, offering internally managed strategies alongside third-party managers and utilizing AI tools for limited research support.

Christian Sullivan is a CFP® with 12 years of industry experience currently working at F L Putnam Investment Management Co. He previously worked at Seascape Capital Management, LLC, and TIAA-CREF. Outside of his advisory role, he is a manager and trustee of Twin Hills Farm LLC, a family real estate entity. F L Putnam serves individual and institutional clients, offering investment management, financial planning, OCIO advisory, and family office services. The firm uses a strategic asset allocation framework with both internally managed and third-party strategies across multiple asset classes.

Timothy Hamilton is a financial advisor at F. L. Putnam Investment Management Co. with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Measured Wealth Private Client Group, The O.N. Equity Sales Company, and Ohio National Life Insurance Company. In addition to his advisory work, he is involved in life insurance sales and Medicare supplement products as a producing general agent. F. L. Putnam serves a diverse range of individual and institutional clients, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework using internally managed and third-party strategies across equities, fixed income, and alternative asset classes.

Cynthia Courtney is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience in the financial services industry. She is affiliated with Advisory Services Network and has previously worked at Kovack Securities Inc. Since 1988, she has also operated her own CPA firm specializing in accounting, tax planning, and preparation. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.

Irina Andreasen is a financial advisor at Flagship Harbor Advisors, LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Flagship Harbor Advisors and LPL Financial since 2015. Outside of her advisory role, she is involved in a local pickleball club in Belmont, NH. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a range of investment strategies including mutual funds, ETFs, individual securities, and separately managed accounts.

Christopher Ayer is a financial advisor at NewEdge Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Pallas Capital Advisors, Triad Advisors, GWM Advisors, and Ameriprise Financial Services. Ayer serves on the Board of Directors of the Old York Historical Society, a nonprofit organization dedicated to preserving the history and landmarks of York, Maine. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and manages over $12 billion in regulatory assets, employing an investment approach that emphasizes asset allocation, investor behavior, and a combination of model strategies and alternative investments.

Nancy Andrew is a financial advisor at Flagship Harbor Advisors, LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones from 2013 to 2020. Outside of her advisory role, she has been involved in real estate rental activities since 2017. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of around 60 advisors, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, and separately managed accounts.

Joseph Quintal is a financial advisor at Dakota Wealth, LLC with four years of industry experience. He previously worked at Fidelity Brokerage Services LLC and has held various roles across financial and educational institutions. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises with wealth management, investment management, financial planning, and consulting services. The firm focuses on customized, long-term portfolios using diverse investment vehicles and maintains active roles in private funds and a registered ETF.

Michael Smith is a financial advisor at Vanderbilt Advisory Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2017. Outside of his advisory role, he has been involved with Swift Textile Metalizing, LLC since 1999. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and employing multiple analytical approaches, while maintaining formal integration with retirement-plan and benefits firms to provide combined advisory and plan administration services.

Timothy Dempsey is a financial advisor at New England Private Wealth Advisors, LLC with 33 years of industry experience. He holds a Series 63 designation and previously worked for DHK Financial Advisors, Inc. for 32 years before joining his current firm in 2025. New England Private Wealth Advisors serves individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans, managing approximately $5.09 billion. The firm emphasizes broadly diversified, low-cost portfolios using mutual funds, ETFs, and separately managed accounts, and offers specialized income-focused ETF model strategies alongside its wealth management and financial planning services.

Lee Pappas is a financial advisor with Flagship Harbor Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Flagship Harbor Advisors and affiliated with LPL Financial since 2012. Outside of his advisory work, he has appeared on a reality TV show related to sports betting called "Money Talks." Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a range of investment strategies including allocations to mutual funds, ETFs, individual securities, and separately managed accounts.

Michael Matty is a CFP®, CFA®, and ChFC® with 26 years of industry experience. He has been with D.J. St. Germain Co., Inc. since 1999 and currently works at St. Germain Investment Management in Stratham, NH. St. Germain Investment Management provides discretionary portfolio management and financial planning to a broad client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate accounts. The firm manages approximately $3.8 billion in assets and utilizes a long-term, asset-allocation-driven approach, combining quantitative and qualitative analysis.

Joseph Polychronis is a financial advisor at Integrity Advisory Solutions in Rochester, NH, with two years of industry experience. He holds a Series 65 designation and has worked at several firms including Tucker Asset Management LLC and his own Polychronis Wealth Management. Outside of advising, he has been involved in retirement planning, tax preparation, and insurance services through Polychronis Financial Services. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes both proprietary and third-party platforms to deliver tailored investment solutions.

Chelsea Belyea is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Advisory Services Network since 2019. She previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Chelsea also provides tax preparation services through an independent CPA firm and is a licensed insurance agent for fixed annuities and life insurance. Advisory Services Network supports individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with a range of strategies including discretionary and non-discretionary management.

Ronald Swanick is a financial advisor with Independent Wealth Network, Inc. in Portsmouth, NH, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Brownstone Financial Group LLC, ABC Financial, Simplicity Wealth, LLC, GWFS Equities, Inc., and New York Life Insurance Company. Swanick is also the owner of Swan Insurance Group, which offers insurance and fixed annuities. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, employing strategies tailored to client goals that include fundamental and technical analysis, options, and margin trading where appropriate.

Mike Gula is a financial advisor with F.L. Putnam Investment Management Company in Portsmouth, NH. He holds Series 63 and Series 66 licenses and has 24 years of experience in the industry. His prior work includes nearly two decades at Charles Schwab Bank and Charles Schwab. F.L. Putnam serves a diverse client base, including individual investors, institutions, foundations, and endowments, offering discretionary and non-discretionary investment management and financial planning. The firm utilizes customized portfolios combining internal and third-party strategies across multiple asset classes, emphasizing strategic asset allocation with tactical flexibility.

Hunter Brownlie is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2017 and previously worked at Financial West Group for 18 years. Brownlie is also the managing member of HDB Investment Group, LLC, and serves on the investment committee of the Wentworth Watershed Association, where he participates in overseeing and monitoring investment accounts. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and digital platform services, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Michael Desclos is a CFP® professional with six years of industry experience. He has worked at F L Putnam Investment Management Co. since 2023 and previously held roles at SVB Wealth LLC and Boston Private Wealth LLC. F L Putnam Investment Management Co. serves a diverse client base including individuals, institutions, foundations, and endowments, offering customized portfolios that combine internally managed and third-party strategies across multiple asset classes. The firm provides various services such as discretionary and non-discretionary investment management, financial planning, and family office solutions, and distinguishes itself through offerings like an interval fund focused on alternative assets and trust and custody services via a wholly owned subsidiary.

Laurie Barrett is a financial advisor with F L Putnam Investment Management Co., holding a Series 65 credential and 16 years of industry experience. Prior to joining F L Putnam in 2026, she worked at Seascape Capital Management, LLC, Customers Commercial Finance, LLC, and Prentiss Smith & Company. F.L. Putnam serves individual and institutional clients, including registered investment companies, foundations, endowments, schools, and religious organizations. The firm offers customized portfolios using both internally managed and third-party strategies across multiple asset classes and employs a strategic asset allocation framework with tactical flexibility.