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.

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.

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. He is currently with 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 serves a diverse client base including individual investors, families, and institutions, offering customized, team-based investment management and financial planning across equities, fixed income, and alternatives. The firm employs a research-driven process combining macroeconomic and security-level analysis and provides a range of advisory and consulting services.

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.

Timothy Hamilton is a CFP® credentialed advisor with 17 years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2022, following roles at Measured Wealth Private Client Group, LLC, 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 supplements as a producing general agent. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering customized investment management and financial planning through a team-based approach. The firm integrates internally managed and third-party strategies across various asset classes, with options for sustainable investing and tax-aware rebalancing, and provides advisory services to specialized investment vehicles.

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.

Corey Scrupps is a financial advisor with Northeast Planning Associates, Inc. in Newburyport, MA. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has been with Northeast Planning Associates and affiliated with LPL Financial since 2011. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services primarily 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.

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.

Marianne Loew is a CFA® charterholder with four years of industry experience. She currently works at R M Davis Inc and has previously held roles at The Colony Group, LLC, Bar Harbor Wealth Management, and Ledyard Financial Advisors. R.M. Davis, Inc. is an independent, SEC-registered investment adviser providing investment management, financial planning, and wealth management services to individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities. The firm emphasizes long-term, discipline-oriented strategies with a focus on customized asset allocations and incorporates AI tools under formal oversight.

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.

Scott Nelson is a financial advisor at Flagship Harbor Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, LLC since 2006 before joining Flagship Harbor in 2025. Nelson also represents several Medicare insurance providers during the Medicare open enrollment period. 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 diversified investment approach that includes mutual funds, ETFs, individual securities, and third-party managed accounts.

Timothy Acquaviva is a CFA® charterholder with four years of industry experience, currently serving as an advisor at R.M. Davis, Inc. He previously worked for eleven years at Wellington Management Company, LLP. R.M. Davis, Inc. is an independent investment adviser providing customized asset allocation and wealth management services to individuals, families, trusts, pension plans, corporations, and governmental entities. The firm emphasizes a long-term, discipline-oriented investment philosophy and offers specialized trustee and trust administration services.

Timothy Dempsey is a financial advisor at New England Private Wealth Advisors, LLC with 33 years of industry experience. He previously worked at DHK Financial Advisors, Inc. for 32 years before joining his current firm. He holds a Series 63 designation. New England Private Wealth Advisors provides fee-based investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers diversified portfolio construction using mutual funds and ETFs, alternative investments when appropriate, and specialized separate-account Model Strategies focused on income generation.