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.

Christian Beliveau is a financial advisor with LPL Financial in Dover, NH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2007 and is also affiliated with Northeast Planning Associates, Inc., where he has worked since 2003. In addition to his advisory roles, he is involved in selling fixed insurance products and group medical benefits. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and a large network of investment adviser representatives.

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.

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 been affiliated with The O.N. Equity Sales Company since 2000 and Ohio National Life Insurance since 1998, working independently as well since 1995. Sowinski serves as President of the Board of Directors for Phoenix Family Focus, a nonprofit organization in Greenland, NH. On Investment Management CO is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors, utilizing a combination of discretionary and non-discretionary investment programs.

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 CFP® and Series 63-licensed financial advisor with 29 years of industry experience. She has been with Advisory Services Network since 2013 and previously worked at Kovack Securities Inc. from 2014 to 2017. In addition to her advisory role, she owns and operates a CPA firm specializing in accounting, tax planning, and preparation. Advisory Services Network serves individuals, families, trusts, estates, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisors. The firm offers portfolio management, financial planning, and consulting services, managing approximately $8.6 billion in client assets with customized investment strategies across various asset classes.

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.

Theodore Shediac Jr. is a financial advisor with Advisors Capital Management, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Measured Wealth Private Client Group, LLC, Altus Capital, and Winchester Management. Advisors Capital Management serves a broad range of clients, including high-net-worth individuals, employee benefit plans, and the clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management through customized accounts and model strategies. The firm combines macro and security-level analysis across equity, fixed-income, and tactical approaches, managing over $8 billion in assets with a scale that supports extensive intermediary relationships.

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.