David Hunt Jr. is a CFP® and CFA® with 16 years of industry experience, currently serving as the sole advisor at Applied Capital Management, LLC. He has worked at LPL Financial since 2020 and has been affiliated with Applied Capital Management, Inc. since 2015. Applied Capital Management provides comprehensive financial planning and consulting services to individuals, trusts, estates, and small businesses. The firm emphasizes written financial plans and ongoing consulting, supporting a large client base with customized plans developed through detailed client engagement and fundamental analysis.

Robert Foster Jr. is the principal of Plain Talk Financial Planning, LLC in Amesbury, MA, holding a Series 65 license with one year of industry experience. He has worked at Nokia since 1984 as a Technical Support Engineer. Foster dedicates a significant portion of his time to this role outside of his advisory work. Plain Talk Financial Planning offers investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm employs asset allocation strategies grounded in modern portfolio theory, incorporating both passive and active management, and provides tailored solutions including socially conscious options and cryptocurrency-related exposure when requested.

Robert Salzer is a financial advisor with NAV Wealth Management LLC in Amesbury, MA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has led NAV Wealth Management since 2014. Outside of advisory work, he serves as president of the Woburn High School Scholarship Fund and is a trustee of The Tidd Home Inc., overseeing its portfolio. NAV Wealth Management LLC provides discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs modern portfolio theory and a long-term trading approach, tailoring portfolios to client risk tolerance and time horizon, and is notable for its client mix that includes charitable and corporate clients.

Adam Mead is the principal of Mead Capital Management, LLC, an independent firm located in Derry, NH. He holds a Series 65 credential and has 11 years of industry experience. In addition to his advisory role, he serves as Assistant Vice President and Commercial Loan Portfolio Manager at Pentucket Bank. Mead Capital Management provides discretionary portfolio management, financial planning, and limited consulting services to individuals, trusts, charitable organizations, pensions, and other business entities. The firm employs a value-oriented, business-ownership approach with concentrated portfolios for proprietary accounts and strategic asset allocation using low-cost ETFs for financial planning.

Douglas Cobb is a CFP® professional with 22 years of industry experience. He has been the sole advisor at Cobb Financial, LLC since 2003. The firm provides discretionary investment management and financial planning services, along with tax preparation and CFO/business consulting engagements under separate fee arrangements. Cobb also maintains a full-time corporate finance role outside of his advisory practice. Cobb Financial, LLC serves individual clients by constructing diversified portfolios using fundamental and technical analysis, with regular reviews and reporting. The firm combines investment management with tax and business advisory services, operating a practitioner-led model focused on accounts generally at or above $100,000.

Roger Blundell is the sole advisor at New England Tactical Investments LLC and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and previously worked at The Prudential Insurance Company of America and Pruco Securities. His background also includes six years at Interstate Arms. New England Tactical Investments LLC is an independent firm offering discretionary portfolio management and investment advice to individual and high-net-worth clients. The firm employs a tactical approach that integrates technical and cyclical analysis with modern portfolio theory, utilizing a range of instruments and trading strategies.

Steven Stanganelli is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Clear View Wealth Advisors, LLC since 2010, serving as the sole advisor at the independent firm based in Amesbury, MA. Clear View Wealth Advisors, LLC provides financial planning, investment management, and tax preparation services to individuals, families, trusts, estates, and business entities. The firm employs a combination of strategic, index-based allocations with tactical overlays and risk controls, utilizing low-cost ETFs alongside selected active and alternative investments.

Bernard Ross III is the principal advisor at KBR Financial Solutions with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including CS Planning Corp. and Guardian Life. Ross has managed Ross Wealth Planning Group, LLC since 2003, focusing on comprehensive financial planning and investment management. KBR Financial Solutions is a state-registered independent advisory firm offering fee-based investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides discretionary, customized portfolio management using a strategic and tactical allocation approach across a variety of securities and also offers retirement income and one-time college planning services.

Eilon Amir is a financial advisor at Brownstone Financial Group LLC with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Sakura Partners for seven years and Outcome Capital, LLC for four years. Outside of his advisory role, Amir serves as the volunteer Vice President of the Board at Beit Sasson Sephardic Congregation in Newton, MA. Brownstone Financial Group provides investment advisory and portfolio management services to individual clients, beginning with a tailored written financial plan. The firm emphasizes asset allocation and uses model portfolios managed by sub-advisers while maintaining oversight and ongoing account reviews.

Daniel Pimental is a financial advisor with Alignment Financial Group in Exeter, NH, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Wells Fargo Advisors for six years and has been with Alignment Financial Group since 2009. Alignment Financial Group provides fee-based pension consulting and fiduciary services to plan sponsors, institutions, and other business entities, along with discretionary investment management and comprehensive financial planning for high-net-worth individuals and trusts. The firm’s approach includes a custom, discretionary investment process utilizing tactical allocation strategies and a broad range of instruments, and it also serves as an exempt commodity pool operator and manages digital currency pooled vehicles.

Frank Demaio is a CFP® professional with 33 years of experience in financial advisory services. He has been associated with JTD Financial Services, LLC since 2008 and has prior experience with United Planners Financial Services. Outside of his advisory role, he is involved in managing a ski condo rental business. JTD Financial Services provides investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm creates individualized investment programs tailored to clients’ financial situations and goals, employing a range of analytical methods and maintaining regular account reviews.

Christopher Eddy is a CFP® professional with 21 years of industry experience. He is the principal advisor at 603 Financial Advisors, LLC, an independent firm based in Newfields, NH. His prior work includes positions at Fortune Financial Services, The Patriot Financial Group, Securities America, Ledyard Bank, Infinex Investments, and Northway Bank. Eddy also holds a licensed insurance sales position focusing on fixed annuities and insurance products. 603 Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management and comprehensive financial planning. The firm constructs portfolios using ETFs, mutual funds, equities, and fixed-income securities, emphasizing a long-term investment approach tailored to each client’s specific goals and risk tolerance.

Theodore Svirbly is a financial advisor and founder of T.S. Financial Planning in Derry, NH, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual and Mass Mutual prior to establishing his independent practice. In addition to advisory services, he maintains a fixed insurance agency. T.S. Financial Planning offers investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate plan sponsors. The firm provides both discretionary and non-discretionary portfolio management and is notable for its pension consulting and fiduciary services for workplace retirement plans.

Stephen Mathieu is a ChFC® credentialed financial advisor with 27 years of industry experience. He has been with Legacy Financial Solutions, Inc. since 1997 and also serves as managing member and accountant at LFS Tax Group, LLC, a tax consulting and accounting firm. Legacy Financial Solutions provides personalized financial planning and asset management services to individuals, trusts, estates, charitable organizations, and business entities, serving both individual and high-net-worth clients. The firm employs a non-discretionary approach using fundamental and technical analysis and integrates financial and estate planning into its advisory services.

Tiffany Donegan is a financial advisor at Cohen Investment Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked in education and real estate management. Cohen Investment Advisors provides financial planning, consulting, and investment management services to individuals, high net worth clients, pooled investment vehicles, retirement plans, trusts, and estates. The firm emphasizes discretionary portfolio management using proprietary model portfolios and conducts ongoing account monitoring, with additional offerings including privately placed securities and pooled vehicles for qualified investors.

Daniel Mclaughlin is a financial advisor at Nutfield Financial with 15 years of industry experience and holds a Series 66 designation. He has worked with Nutfield Financial Services Ltd since 2006, including roles at Cetera Advisors LLC and Cetera. In addition to his advisory work, he is an insurance agent specializing in life, health, disability, annuities, and long-term care. Nutfield Financial serves individual investors, high-net-worth clients, trusts, and small businesses by offering financial planning focused on retirement and estate planning, investment advisory services, tax preparation, and a range of insurance products. The firm provides non-discretionary investment advice, employing a mix of buy-and-hold strategies, short-term trading, and covered-call techniques, alongside a sub-advisory partnership and technology-enhanced client service.

Charles Stephen is a financial advisor with Glenwood Investment Group, LLC in Manchester, NH. He holds the ChFC® designation and has 27 years of industry experience, including prior roles at Affinity Investment Group, LLC and Mass Mutual Investors Services. He is also a licensed insurance broker. Glenwood Investment Group provides personalized financial planning and investment management to individuals, trusts, small businesses, estates, and a charitable organization. The firm uses a core-and-satellite investment approach, combining actively managed funds, index funds, and ETFs, with regular portfolio reviews and written account statements.

Leonard Turcotte is a financial advisor with BlueLine Advisors in Barrington, NH, holding a Series 65 credential and 13 years of industry experience. He has been with BlueLine Advisors since 2013 and also works with Wolverton-Wrexham LLC. In addition to his financial advisory roles, he has a long-standing career with American Airlines dating back to 1985. BlueLine Advisors provides fee-based investment advisory and wealth management services primarily to individual clients, including high-net-worth individuals, as well as retirement plans, trusts, estates, and business entities. The firm manages portfolios using strategic and tactical asset allocation with a focus on ETFs and mutual funds, and is notable for its sub-advisory services and consulting projects offered to other investment advisers and plan sponsors.

James Perry is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Cohen Investment Advisors since 2025 and previously held roles at Applied Capital Management, Natixis Distribution, L.P., and MFS Investment Management. Cohen Investment Advisors offers financial planning, consulting, and investment management services to individuals, high net worth clients, pooled investment vehicles, retirement plans, trusts, and estates. The firm emphasizes discretionary portfolio management using proprietary model portfolios based on fundamental analysis and conducts ongoing account monitoring with quarterly reviews.

Jenny Rivard is a financial advisor with American Wealth Protection Financial, LLC in Manchester, NH. She holds a Series 65 designation and has nine years of industry experience. Rivard previously worked at Truth of Investing and The Cloutier Group's Estate & Financial Strategies. She is also the owner and practicing attorney of AWP Legal LLC, a law firm in Manchester. American Wealth Protection Financial provides investment management, financial planning, and consulting services to individuals, trusts, nonprofits, corporations, and other advisers. The firm manages approximately $70 million across 159 client relationships, typically using exchange-traded funds and a long-term, tailored approach that combines fundamental, technical, and quantitative analysis.