Thomas Villeneuve is a financial advisor with Monadnock Retirement Solutions, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He has held prior roles at Citizens Securities, NYLIFE Securities, New York Life Insurance Company, and Baltimore Life. Outside of advisory work, he serves as a part-time instructor providing basic financial education at UNH Cheshire Academy of Lifelong Learning. Monadnock Retirement Solutions offers comprehensive financial planning and investment management to individual and high-net-worth clients, focusing on written financial plans and ongoing portfolio oversight. The firm manages client assets primarily on a non-discretionary basis and incorporates insurance and long-term care reviews, 401(k) evaluations, and tailored model portfolios through third-party sub-advisers.

Robert Ellis is a CFP® with 24 years of experience in the financial services industry. He has worked at Amherst Financial Group, LLC since 2021 and has been affiliated with LPL Financial since 2012, following a decade at Mass Mutual Investors Services. Outside of his advisory work, he serves as an on-call volunteer firefighter for the Amherst Fire Department. Amherst Financial Group primarily serves individual investors and small businesses, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm’s investment strategies are tailored to client objectives and include a mix of mutual funds, ETFs, structured products, and selected individual securities, supported by relationships with TAMPs and AI-assisted research tools. Amherst also integrates insurance and employee-benefits services alongside its advisory offerings.

William Hurst is the principal advisor at Momentum Investment Research and Management, LLC in Wilton, NH. He holds the Series 66 and Series 63 designations and has 28 years of industry experience, including prior roles at Fidelity and Fidelity Brokerage Services. Momentum Investment Research and Management, LLC provides discretionary portfolio management and subadvisory services primarily to other advisers, as well as financial planning and account management for individual and high-net-worth clients. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, focusing on equity-oriented, long-term trading strategies with discretionary trading authority.

Elizabeth Evans is a financial advisor at Cayena Capital Management, LLC with 16 years of industry experience. She has previously worked at Curbstone Financial Management Corporation and Fidelity Brokerage Services LLC. In addition to her advisory role, Evans consults for the Morgan Franklin Fellowship Foundation, developing financial literacy curriculum, and serves as a business advisor and underwriter at the Regional Economic Development Center. Cayena Capital Management serves individuals and families by providing comprehensive and modular financial planning, limited consulting, and non-discretionary investment consulting. The firm focuses on fundamental analysis, historical data review, risk profiling, and asset allocation principles, operating on an hourly or engagement basis without managing client accounts or placing trades.

Michael Solari is a Certified Financial Planner™ and holds a Series 66 license with 15 years of industry experience. He has been the sole advisor at Solari Financial Planning, LLC in Goffstown, NH since 2013. Solari Financial Planning, LLC provides fee-only financial planning and investment advisory services to individuals, families, trusts, estates, and small plans. The firm emphasizes asset allocation, low-cost diversified investments, tax efficiency, and non-discretionary, client-approved portfolio management.

Robert Bonacorsi is a CFP® with 34 years of industry experience, operating Bonacorsi Wealth Management in Amherst, NH. He has worked with Mike Bonacorsi LLC since 2010 and has been affiliated with LPL Financial since 2008. He is also the author of a book titled *Retirement Readiness* and engages in public speaking on related topics. Bonacorsi Wealth Management serves primarily individual and high‑net‑worth clients with comprehensive financial planning and both discretionary and non‑discretionary investment management. The firm offers tailored investment strategies that incorporate fundamental, technical, and cyclical analysis, along with long‑ and short‑term trading approaches, and sponsors its own wrap-fee program.

Charles Krause is a financial advisor at Monadnock Capital Partners, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Northstar Equities since 2007. Krause serves on the Monadnock Community Hospital Investment Committee as a volunteer member. Monadnock Capital Partners provides fee-based portfolio management and pension consulting to individuals, high-net-worth clients, businesses, and institutions. The firm employs a fundamental, disciplined investment approach and manages a small client roster with discretionary authority and ongoing oversight by its senior team.

Brian Howlett is a financial advisor with Amherst Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Putnam Investments in retail management for 13 years. Outside of financial advising, he is the managing partner and owner of Phenix Salon Suites, a salon studio rental business currently in development. Amherst Financial Group provides asset management and financial planning primarily to individual and small-business clients. The firm offers tailored investment strategies across a range of objectives and integrates a broader set of affiliated financial services, including insurance, employee benefits, mortgage brokering, tax preparation, and student-loan lending.

Samuel Degraffenried is a financial advisor at Hurst & DeGraffenried Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with the firm since 2010. Outside of his advisory role, he consults with companies on reducing expenses and increasing operational efficiency. Hurst & DeGraffenried Wealth Management provides portfolio management and financial planning primarily to individual clients, including trusts, estates, corporations, and high-net-worth individuals. The firm emphasizes client-specific Investment Policy Statements, regular portfolio monitoring, and discretionary trading, utilizing a range of analytical approaches and investment instruments.

Carl Johnson is a CFP® with 24 years of industry experience and has been with Grove Street Fiduciary, LLC for 10 years. He has a military background, serving in the United States Navy and currently in the Navy Reserves. Johnson is also a managing member of 20 Grove Street Partners LLC. Grove Street Fiduciary serves high-net-worth individuals, trusts, and various organizations by providing personalized wealth and trust advisory services. The firm employs a globally diversified, asset-allocation approach using primarily ETFs, index funds, and no-load mutual funds, with a focus on tailored financial planning and discretionary asset management.

Bryan Krause is a financial advisor at Monadnock Capital Partners, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Monadnock Capital Partners since 2014. Monadnock Capital Partners provides fee-based portfolio management and occasional pension consulting to individuals, high-net-worth clients, businesses, and institutional clients. The firm employs a fundamental, disciplined investment approach focused on business fundamentals, margin of safety, and long-term holdings, managing a small client roster with discretionary authority and ongoing senior team oversight.

Hazel Grolljahn is a CFP® professional with nine years of industry experience, currently serving at Grove Street Fiduciary, LLC in Peterborough, NH. She has been with the firm since 2008, including its earlier incarnation as Ames Planning Associates, Inc. Outside of advisory work, she is secretary of 20 Grove Street Partners, LLC. Grove Street Fiduciary serves high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a globally diversified, asset-allocation strategy primarily based on ETFs, index funds, and no-load mutual funds, applying modern portfolio theory and cash flow analysis to tailor portfolios to client risk tolerance and time horizon.

Shawn Tewksbury is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Bay Colony Advisors since 2017. His prior experience includes roles at Purshe Kaplan Sterling Investments, Merrimack Valley Financial Advisors, and Mclarney & Company. He also operates Tewks Wealth Management, LLC, offering accounting and tax services alongside his advisory work. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a fundamentally driven, long-term investment approach utilizing diversified mutual funds, ETFs, and other asset classes, and is notable for its broad fiduciary retirement services and developed concierge offerings.

Bryce Schuler is a CFP® with five years of industry experience, currently serving as a financial advisor at Tableaux Wealth. His prior roles include positions at Baldwin & Clarke Advisory Services LLC, New England Private Wealth Advisors LLC, and American Investment Services, Inc. He is also a Treasurer and Board Member of the Francestown Village Water Company, a nonprofit organization providing water services in Francestown, NH. Tableaux Wealth is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and trustee/executor services, managing approximately $230 million with an investment approach that incorporates fundamental analysis, modern portfolio theory, and both traditional and derivative instruments.

Alan Beaulieu is a Series 65-registered financial advisor with Bellwether Wealth, where he has worked since 2019. He has 14 years of industry experience including prior roles at Kestra Financial Services. Outside of his advisory work, Beaulieu serves as President and Economist at the Institute for Trend Research, a role he has held since 1990. Bellwether Wealth provides investment management and a range of planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $782.8 million in discretionary assets and employs a combined active and passive total-portfolio approach, incorporating proprietary models and artificial intelligence tools to tailor portfolios to clients’ specific goals and risk tolerances.

Robert Cordeau is a financial advisor at McLean Asset Management Corp. in Milford, NH, with 21 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 65 licenses. Prior to his current role, he worked at Aurelius Family Office, LLC for one year. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to individuals—including high-net-worth clients—retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tax-efficient, globally diversified portfolios grounded in Modern Portfolio Theory and offers ESG screening options along with specialized portfolio management strategies.

Frank Stama is a financial advisor with Brookwood Investment Group holding a Series 66 designation and 19 years of industry experience. He has worked at several firms, including Redwood Private Wealth LLC and Northeastern Wealth Management LLC. Outside of advisory roles, he owns MKT Consulting, a business management consulting firm focused on profit improvement, supply chain, and technology integration. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,000 clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, offering tailored investment strategies across passive, active, tactical, and blended approaches.

Jason Cillo is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and 13 years of industry experience. He has worked with Fusion Capital Management since 2019 and has been involved with several firms including Virtue Capital Management, OnPointe Advisory and Financial Services, and Steele Associates, where he operates a tax preparation and consulting business. Coppell Advisory Solutions, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm employs an open-architecture platform with a broad investment toolkit and manages over $1.1 billion in client assets.

Jonathan Edwards is a financial advisor with Keel Point, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 27 years of industry experience. Prior to joining Keel Point in 2023, he worked at Granite Financial Partners beginning in 2014. Outside of his advisory role, Edwards is involved in insurance services and has several business interests including a legal firm and participation in environmental organizations such as NH Audubon. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion, serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based investment approach combining fundamental and quantitative analysis, offering tailored portfolio management and consulting across various asset classes.

Adam Carroll is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 66 designations and two years of industry experience. His prior employment includes roles at Fidelity Investments and various positions in retail and service industries. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an open-architecture platform with internally developed and independent asset allocation models and utilizes a wide range of investment strategies and instruments.