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.

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.

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.

Paul Lefevre III is a financial advisor with Brookwood Investment Group in Rochester, NH. He holds Series 63, 65, and 66 licenses and has nine years of industry experience. Prior to joining Brookwood in 2025, he worked at Redwood Private Wealth, Secure Investment Management, and Retirement Wealth Advisors. He is also the owner and principal of Snug Harbor Financial & Insurance Services, a business focused on the marketing and sales of insurance products since 2009. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a customized investment approach using a mix of passive, active, tactical, and blended strategies, and supports both discretionary and non-discretionary management.

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 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.

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 with Integrity Advisory Solutions in Rochester, NH, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Tucker Asset Management LLC and operating his own firm, Polychronis Financial Services, which offered retirement planning, tax preparation, and insurance 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 assets. The firm provides portfolio management, financial planning, retirement plan consulting, and utilizes both fundamental and technical analysis alongside multiple asset-allocation frameworks.

Chelsea Tuck is a CFP® professional with 18 years of experience in the financial advisory industry. She has worked at Advisory Services Network since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Money Concepts Capital Corp. In addition to her advisory work, she provides tax preparation services through a separate business. Advisory Services Network supports independent investment adviser representatives serving individuals, families, corporations, and retirement plans with a range of portfolio management and financial planning services. The firm employs varied investment strategies and offers flexible advisory engagement models through a large platform of advisors.

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 at F.L. Putnam Investment Management Co. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank and Cambridge Trust Wealth. F.L. Putnam serves a diverse client base including individual investors, families, institutions, and registered investment companies. The firm employs a team-based, customized investment approach using internally managed strategies and third-party managers across multiple asset classes, offering solutions such as discretionary management, consulting, and family office services.

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 is currently with F L Putnam Investment Management Co. and previously worked at SVB Wealth LLC and Boston Private Wealth LLC. F L Putnam Investment Management Co. serves a diverse client base, including individuals, families, and institutions. The firm offers customized, team-based investment management and advisory services across a broad range of strategies, combining internal and third-party managers with options such as sustainable investing and tax-aware rebalancing.

Laurie Barrett is a financial advisor at F L Putnam Investment Management Co. with 16 years of industry experience. She holds a Series 65 credential and previously worked at Seascape Capital Management, LLC, Customers Commercial Finance, LLC, and Prentiss Smith & Company. F L Putnam serves a broad client base including individuals, families, and institutions, offering customized, team-based investment management and a range of advisory services. The firm integrates internally managed strategies and third-party managers across multiple asset classes and provides options for sustainable investing and tax-aware portfolio management.

Michael Amado is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with TD Private Client Wealth and TD Bank since 2019. Prior to his advisory career, he was a full-time student for nine years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm’s investment approach combines strategic and tactical asset allocation using a mix of affiliated and third-party sub-managers within a discretionary trading framework.

Michael Dalleo is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 credentials and 37 years of industry experience. He previously worked at Legend Equities Corporation, Valic Financial Advisors, and Waddell & Reed. Outside of his advisory role, he is a published fiction author and serves as Grand Knight for the Knights of Columbus, organizing community events and fundraising. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a wide range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management through model portfolios and third-party managers, and advisor-led consulting, supported by an in-house Investment Management & Research team.

Shania Murray is a Series 66-licensed financial advisor with Integrated Wealth Concepts LLC and has three years of industry experience. Prior to joining Integrated Wealth Concepts, she worked at Ameriprise and held various roles including positions at ABCD Dorchester Head Start and MGH Children's Center. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios that utilize mutual funds, ETFs, individual equities, and fixed income with a primarily long-term approach.